Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MICROSOFT CORP(MSFT) | 0 | 834,000 | +834,000 | 0 | 322,132 | 15.69% | +322,132 |
| AMAZON COM INC(AMZN) | 1,900,500 | 2,822,997 | +922,497 | 415,224 | 557,146 | 27.13% | +141,922 |
| ISHARES BITCOIN TRUST ETF(IBIT) | 0 | 2,800,000 | +2,800,000 | 0 | 133,168 | 6.48% | +133,168 |
| NETFLIX INC(NFLX) | 91,000 | 155,400 | +64,400 | 80,949 | 148,511 | 7.23% | +67,562 |
| INTUITIVE SURGICAL INC | 0 | 87,000 | +87,000 | 0 | 49,418 | 2.41% | +49,418 |
| ADVANCED MICRO DEVICES INC(AMD) | 208,000 | 400,000 | +192,000 | 25,253 | 42,576 | 2.07% | +17,323 |
| MERCK & CO INC(MRK) | 264,734 | 0 | -264,734 | 26,100 | 0 | — | -26,100 |
| UNITEDHEALTH GROUP INC(UNH) | 72,818 | 0 | -72,818 | 36,418 | 0 | — | -36,418 |
| ALPHABET INC(GOOG) | 300,000 | 0 | -300,000 | 57,045 | 0 | — | -57,045 |
| META PLATFORMS INC(META) | 107,644 | 0 | -107,644 | 63,108 | 0 | — | -63,108 |
| ELEVANCE HEALTH INC(ELV) | 219,603 | 0 | -219,603 | 80,396 | 0 | — | -80,396 |
| BERKSHIRE HATHAWAY INC DEL | 1,380,021 | 1,000,000 | -380,021 | 616,496 | 521,910 | 25.41% | -94,586 |
| NVIDIA CORPORATION(NVDA) | 1,133,380 | 0 | -1,133,380 | 148,964 | 0 | — | -148,964 |
| TESLA INC(TSLA) | 700,945 | 538,000 | -162,945 | 314,256 | 139,091 | 6.77% | -175,164 |
| APPLE INC(AAPL) | 2,513,483 | 660,000 | -1,853,483 | 636,606 | 139,676 | 6.80% | -496,930 |