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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | Nvidia Corp. | $65.6M | 376000 | 21.78% |
| 2 | Taiwan Semiconductor Manufacturing Co Ltd | $33.1M | 98000 | 11.00% |
| 3 | Eli Lilly & Co | $25.3M | 27500 | 8.40% |
| 4 | Amazon | $20.5M | 98250 | 6.80% |
| 5 | Mercadolibre Inc | $14.8M | 8550 | 4.91% |
| 6 | Goldman Sachs Group, Inc. | $14.4M | 17000 | 4.78% |
| 7 | Apple, Inc. | $14.0M | 55000 | 4.64% |
| 8 | JP Morgan Chase & Co | $13.5M | 46000 | 4.49% |
| 9 | Palantir Technologies Inc. | $12.5M | 85500 | 4.15% |
| 10 | Federal Agric Mtg Corp | $12.2M | 102250 | 4.04% |
| 11 | Tesla, Inc. | $12.1M | 32500 | 4.01% |
| 12 | Berkshire Hathaway Inc. Class A | $10.8M | 15 | 3.58% |
| 13 | East West Bancorp, Inc. | $9.3M | 87500 | 3.10% |
| 14 | Park Hotels & Resorts Inc. | $9.3M | 882500 | 3.09% |
| 15 | KKR & Co. LP | $9.3M | 100000 | 3.07% |
| 16 | Solstice Advanced Materials Inc. | $7.2M | 95000 | 2.40% |
| 17 | Coherent Corp. | $6.7M | 28000 | 2.22% |
| 18 | Circle Internet Group, Inc. | $6.0M | 62500 | 1.98% |
| 19 | Federal National Mortgage Association | $2.4M | 329500 | 0.79% |
| 20 | Federal Agric Mtg Corp | $2.3M | 15750 | 0.78% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.