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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | TEXAS PACIFIC LAND CORPORATI | $40.9M | 86225 | 25.23% |
| 2 | NATERA INC | $12.9M | 64455 | 7.95% |
| 3 | ALPHABET INC | $10.7M | 37340 | 6.61% |
| 4 | XPO INC | $9.7M | 49700 | 5.96% |
| 5 | TAIWAN SEMICONDUCTOR MANUFAC | $9.3M | 27405 | 5.71% |
| 6 | TRANSMEDICS GROUP INC | $9.0M | 90530 | 5.55% |
| 7 | STEREOTAXIS INC | $8.0M | 4350400 | 4.94% |
| 8 | UBIQUITI INC | $7.1M | 8955 | 4.36% |
| 9 | RENAISSANCERE HLDGS LTD | $6.7M | 22620 | 4.15% |
| 10 | GXO LOGISTICS INCORPORATED | $6.7M | 129260 | 4.13% |
| 11 | PTC INC | $5.9M | 41455 | 3.64% |
| 12 | DIGIMARC CORP NEW | $5.2M | 1062800 | 3.22% |
| 13 | ARM HOLDINGS PLC | $3.9M | 26085 | 2.43% |
| 14 | SYNOPSYS INC | $3.7M | 9390 | 2.30% |
| 15 | GUARDANT HEALTH INC | $3.4M | 36410 | 2.07% |
| 16 | VOLITIONRX LTD | $3.3M | 16149000 | 2.01% |
| 17 | PROFOUND MED CORP | $2.9M | 441015 | 1.76% |
| 18 | MASTERCARD INCORPORATED | $2.5M | 5075 | 1.56% |
| 19 | TRUPANION INC | $2.5M | 98550 | 1.56% |
| 20 | ADVANCED MICRO DEVICES INC | $2.3M | 11480 | 1.44% |
| 21 | BERKSHIRE HATHAWAY INC DEL | $1.8M | 3670 | 1.08% |
| 22 | HEICO CORP NEW | $1.6M | 5850 | 0.99% |
| 23 | QXO INC | $1.5M | 77375 | 0.93% |
| 24 | MICROSOFT CORP | $407K | 1100 | 0.25% |
| 25 | SPDR GOLD TR | $258K | 600 | 0.16% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.