Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2023 ▲▼ | Q4 2023 ▲▼ | Change ▲▼ | Q3 2023 ▲▼ | Q4 2023 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ALPHABET INC(GOOG) | 1,500,000 | 3,500,000 | +2,000,000 | 192,840 | 479,625 | 25.96% | +286,785 |
| APPLE INC(AAPL) | 0 | 1,093,000 | +1,093,000 | 0 | 207,672 | 11.24% | +207,672 |
| META PLATFORMS INC(META) | 420,000 | 750,000 | +330,000 | 125,563 | 254,243 | 13.76% | +128,679 |
| NETFLIX INC(NFLX) | 0 | 201,000 | +201,000 | 0 | 95,915 | 5.19% | +95,915 |
| BERKSHIRE HATHAWAY INC DEL | 580,000 | 817,832 | +237,832 | 208,464 | 294,407 | 15.93% | +85,944 |
| VERTEX PHARMACEUTICALS INC(VRTX) | 0 | 200,000 | +200,000 | 0 | 70,200 | 3.80% | +70,200 |
| SALESFORCE INC(CRM) | 0 | 191,000 | +191,000 | 0 | 43,997 | 2.38% | +43,997 |
| ALPHABET INC(GOOG) | 2,000,000 | 2,180,000 | +180,000 | 259,080 | 300,443 | 16.26% | +41,363 |
| TAL EDUCATION GROUP(TAL) | 2,193,400 | 0 | -2,193,400 | 13,182 | 0 | — | -13,182 |
| SEA LTD(SE) | 422,300 | 0 | -422,300 | 32,796 | 0 | — | -32,796 |
| ADOBE INC(ADBE) | 102,000 | 0 | -102,000 | 51,643 | 0 | — | -51,643 |
| AMAZON COM INC(AMZN) | 1,781,000 | 703,000 | -1,078,000 | 224,442 | 101,162 | 5.48% | -123,280 |
| ADVANCED MICRO DEVICES INC(AMD) | 1,500,000 | 0 | -1,500,000 | 143,940 | 0 | — | -143,940 |