Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2024 ▲▼ | Q2 2024 ▲▼ | Change ▲▼ | Q1 2024 ▲▼ | Q2 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| TESLA INC(TSLA) | 0 | 116,600 | +116,600 | 0 | 23,073 | 6.30% | +23,073 |
| TRUPANION INC(TRUP) | 425,070 | 1,100,000 | +674,930 | 11,736 | 32,340 | 8.83% | +20,604 |
| AMAZON COM INC(AMZN) | 483,850 | 483,850 | 0 | 87,277 | 93,504 | 25.52% | +6,227 |
| ALPHABET INC(GOOG) | 112,780 | 112,780 | 0 | 17,022 | 20,543 | 5.61% | +3,521 |
| MICROSOFT CORP(MSFT) | 89,165 | 89,165 | 0 | 37,513 | 39,852 | 10.88% | +2,339 |
| MARKEL GROUP INC(MKL) | 22,135 | 22,760 | +625 | 33,678 | 35,862 | 9.79% | +2,184 |
| BROOKFIELD CORP(BN) | 1,547,135 | 1,547,135 | 0 | 64,779 | 64,268 | 17.54% | -511 |
| BERKSHIRE HATHAWAY INC DEL | 71 | 71 | 0 | 45,045 | 43,469 | 11.86% | -1,576 |
| BURFORD CAP LTD ORD SHS | 1,035,380 | 1,035,380 | 0 | 16,535 | 13,512 | 3.69% | -3,023 |
| MONDAY COM LTD SHS | 86,165 | 0 | -86,165 | 19,462 | 0 | — | -19,462 |
| SHOPIFY INC(SHOP) | 259,940 | 0 | -259,940 | 20,060 | 0 | — | -20,060 |