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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC | $24.1M | 83718 | 11.00% |
| 2 | META PLATFORMS INC | $22.0M | 38406 | 10.04% |
| 3 | BERKSHIRE HATHAWAY INC DEL | $21.8M | 45570 | 9.98% |
| 4 | NU HLDGS LTD | $20.3M | 1413748 | 9.29% |
| 5 | AMERICAN EXPRESS CO | $14.3M | 47385 | 6.55% |
| 6 | JPMORGAN CHASE & CO | $12.8M | 43416 | 5.84% |
| 7 | MICROSOFT CORP | $10.2M | 27533 | 4.66% |
| 8 | TAIWAN SEMI | $8.9M | 26420 | 4.08% |
| 9 | VISA INC | $8.4M | 27697 | 3.83% |
| 10 | ELEVANCE HEALTH INC | $8.3M | 28380 | 3.80% |
| 11 | LOWES COS INC | $7.4M | 31413 | 3.39% |
| 12 | OREILLY AUTOMOTIVE INC | $7.4M | 80351 | 3.39% |
| 13 | CDW CORP | $6.0M | 49310 | 2.73% |
| 14 | BK OF AMERICA CORP | $5.8M | 118861 | 2.65% |
| 15 | UNITEDHEALTH GROUP INC | $5.6M | 20863 | 2.58% |
| 16 | APPLE INC | $5.6M | 21957 | 2.55% |
| 17 | WELLS FARGO CO NEW | $5.4M | 67768 | 2.47% |
| 18 | BOOKING HOLDINGS INC | $4.6M | 1081 | 2.08% |
| 19 | ADOBE SYSTEMS INCORPORATED | $4.1M | 16889 | 1.88% |
| 20 | DEERE & CO | $4.1M | 7192 | 1.85% |
| 21 | ON HLDG AG NAMEN AKT A | $3.9M | 115689 | 1.80% |
| 22 | SPOTIFY TECHNOLOGY S A | $2.2M | 4623 | 1.02% |
| 23 | TESLA INC | $1.6M | 4190 | 0.71% |
| 24 | SPDR S&P 500 ETF TR | $1.1M | 1768 | 0.53% |
| 25 | WISDOMTREE TR | $666K | 4200 | 0.30% |
| 26 | UBER TECHNOLOGIES INC | $550K | 7650 | 0.25% |
| 27 | GOLDMAN SACHS GROUP INC | $508K | 600 | 0.23% |
| 28 | CATERPILLAR INC | $429K | 606 | 0.20% |
| 29 | AMAZON COM INC | $406K | 1947 | 0.19% |
| 30 | KKR & CO INC | $154K | 1668 | 0.07% |
| 31 | NIKE | $130K | 2469 | 0.06% |
| 32 | ALPHABET INC | $5K | 16 | 0.00% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.