$293Million
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
---|---|---|---|---|---|---|---|
ABNB | AIRBNB INC | 7.87 | 139,928 | 23,082,500 | ADDED | 1.16 | |
DHR | DANAHER CORPORATION | 1.87 | 21,995 | 5,492,590 | ADDED | 32.59 | |
GOOG | ALPHABET INC | 7.41 | 144,067 | 21,744,000 | ADDED | 21.26 | |
IAC | IAC INTERACTIVECORP NEW | 1.81 | 99,532 | 5,309,040 | REDUCED | -42.87 | |
ITUB | ITAU UNIBANCO HLDG S A | 0.78 | 330,922 | 2,291,640 | REDUCED | -9.73 | |
MA | MASTERCARD INCORPORATED | 3.71 | 22,587 | 10,877,200 | ADDED | 22.89 | |
META | META PLATFORMS INC | 2.53 | 15,274 | 7,416,750 | REDUCED | -48.28 | |
NFLX | NETFLIX INC | 1.94 | 9,364 | 5,687,040 | REDUCED | -26.12 | |
OXY | OCCIDENTAL PETE CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
TDG | TRANSDIGM GROUP INC | 4.36 | 10,388 | 12,793,900 | ADDED | 0.75 | |
TMO | THERMO FISHER SCIENTIFIC INC | 2.76 | 13,942 | 8,103,230 | REDUCED | -35.5 | |
V | VISA INC | 5.39 | 56,661 | 15,813,000 | REDUCED | -10.44 | |
VRSN | VERISIGN INC | 0.19 | 2,929 | 555,075 | NEW | ||
XP | XP INC | 0.86 | 98,515 | 2,527,900 | NEW | ||
BERKSHIRE HATHAWAY INC DEL | 1.73 | 8.00 | 5,075,520 | NEW | |||
BERKSHIRE HATHAWAY INC DEL | 1.58 | 11,059 | 4,650,530 | REDUCED | -78.43 | ||
CORPAY INC | 1.28 | 12,197 | 3,763,260 | NEW |