Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2023 ▲▼ | Q1 2024 ▲▼ | Change ▲▼ | Q4 2023 ▲▼ | Q1 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| NVIDIA CORPORATION(NVDA) | 0 | 276,000 | +276,000 | 0 | 262,228 | 19.45% | +262,228 |
| AMAZON COM INC(AMZN) | 703,000 | 1,880,000 | +1,177,000 | 101,162 | 336,331 | 24.94% | +235,169 |
| NETFLIX INC(NFLX) | 201,000 | 250,000 | +49,000 | 95,915 | 155,185 | 11.51% | +59,270 |
| SALESFORCE INC(CRM) | 191,000 | 0 | -191,000 | 43,997 | 0 | — | -43,997 |
| VERTEX PHARMACEUTICALS INC(VRTX) | 200,000 | 0 | -200,000 | 70,200 | 0 | — | -70,200 |
| ALPHABET INC(GOOG) | 2,180,000 | 1,400,000 | -780,000 | 300,443 | 208,600 | 15.47% | -91,843 |
| BERKSHIRE HATHAWAY INC DEL | 817,832 | 400,000 | -417,832 | 294,407 | 163,600 | 12.13% | -130,807 |
| APPLE INC(AAPL) | 1,093,000 | 0 | -1,093,000 | 207,672 | 0 | — | -207,672 |
| META PLATFORMS INC(META) | 750,000 | 0 | -750,000 | 254,243 | 0 | — | -254,242 |
| ALPHABET INC(GOOG) | 3,500,000 | 1,500,000 | -2,000,000 | 479,625 | 222,360 | 16.49% | -257,265 |