Holdings
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| # | Company | % of Portfolio | Activity | Market Value | Shares | Change | Sector |
|---|---|---|---|---|---|---|---|
| 1 |  GOOGL ALPHABET INC | 22.31% | $796M | 2,543,300 | - | Communication Services | |
| 2 |  GOOG ALPHABET INC | 21.55% | $769M | 2,451,300 | - | Communication Services | |
| 3 |  BAC BK OF AMERICA CORP | 16.08% | $574M | 10,431,387 | - | Financial Services | |
| 4 |  PDD PDD HOLDINGS INC | 14.64% | $523M | 4,608,000 | - | Retail trade | |
| 5 |  BRK-B BERKSHIRE HATHAWAY INC DEL | 12.64% | $451M | 897,749 | - | Financial Services | |
| 6 |  EWBC EAST WEST BANCORP INC | 8.74% | $312M | 2,776,351 | - | Finance | |
| 7 |  OXY OCCIDENTAL PETE CORP | 1.69% | $60M | 1,466,500 | - | Energy | |
| 8 |  CROX CROCS INC | 1.51% | New | $54M | 628,159 | +628,159 | Consumer non-durables |
| 9 |  AAPL APPLE INC | 0.84% | $30M | 110,600 | - | Electronic Technology |
Portfolio Changes
Buy Positions
New Buy
- CROXCROCS INC
Current 1.51%
+628,159Shares
Additional Buy
Sell Positions
Full Exit
- SOCSABLE OFFSHORE CORP
Full Exit
0Shares