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Latest united american securities inc. (d/b/a uas asset m Stock Portfolio

$374Million– No. of Holdings #15

united american securities inc. (d/b/a uas asset m Performance:
2024 Q1: 1.39%YTD: 1.39%2023: 19.37%

Performance for 2024 Q1 is 1.39%, and YTD is 1.39%, and 2023 is 19.37%.

About united american securities inc. (d/b/a uas asset m and 13F Hedge Fund Stock Holdings

United American Securities Inc. (d/b/a UAS Asset Management) is a hedge fund based in NEW YORK, NY. On 18-Apr-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $324.9 Millions. In it's latest 13F Holdings report, United American Securities Inc. (d/b/a UAS Asset Management) reported an equity portfolio of $374.1 Millions as of 31 Mar, 2024.

The top stock holdings of United American Securities Inc. (d/b/a UAS Asset Management) are , MSFT, AMZN. The fund has invested 36.3% of it's portfolio in BERKSHIRE HATHAWAY INC DEL CL and 22.5% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off NVIDIA CORPORATION (NVDA), SCHWAB CHARLES CORP (SCHW) and FIGS INC (FIGS) stocks. They significantly reduced their stock positions in TESLA INC (TSLA), COSTAR GROUP INC (CSGP) and APPLE INC (AAPL). United American Securities Inc. (d/b/a UAS Asset Management) opened new stock positions in META PLATFORMS INC (META), CRH PLC (CRH) and PEPSICO INC (PEP). The fund showed a lot of confidence in some stocks as they added substantially to UBER TECHNOLOGIES INC (UBER), LILLY ELI & CO (LLY) and AMAZON COM INC (AMZN).
united american securities inc. (d/b/a uas asset m Equity Portfolio Value
Last Reported on: 10 May, 2024

united american securities inc. (d/b/a uas asset m Annual Return Estimates Vs S&P 500

Our best estimate is that United American Securities Inc. (d/b/a UAS Asset Management) made a return of 1.39% in the last quarter. In trailing 12 months, it's portfolio return was 15.97%.

New Buys

Ticker$ Bought
meta platforms inc7,040,910
crh plc3,195,500
pepsico inc525,030

New stocks bought by united american securities inc. (d/b/a uas asset m

Additions

Ticker% Inc.
uber technologies inc133
lilly eli & co81.19
amazon com inc20.09
unitedhealth group inc2.68
berkshire hathaway inc del cl 0.19

Additions to existing portfolio by united american securities inc. (d/b/a uas asset m

Reductions

Ticker% Reduced
tesla inc-91.85
costar group inc-53.96
apple inc-43.51
costco whsl corp new-7.19
taiwan semiconductor mfg ltd-3.28
microsoft corp-2.88

united american securities inc. (d/b/a uas asset m reduced stake in above stock

Sold off

Ticker$ Sold
figs inc -2,085,000
schwab charles corp-2,825,960
intel corp-1,005,000
ubs group ag -463,500
nvidia corporation-3,837,960
novo-nordisk as-517,250
snowflake inc -497,500
vertex pharmaceuticals inc-406,890

united american securities inc. (d/b/a uas asset m got rid off the above stocks

Sector Distribution

United American Securities Inc. (d/b/a UAS Asset Management) has about 38.2% of it's holdings in Others sector.

Sector%
Others38.2
Technology27.8
Consumer Cyclical18
Consumer Defensive7.6
Healthcare5.8
Communication Services1.9

Market Cap. Distribution

United American Securities Inc. (d/b/a UAS Asset Management) has about 61.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP60.1
UNALLOCATED38.2
LARGE-CAP1.7

Stocks belong to which Index?

About 60.9% of the stocks held by United American Securities Inc. (d/b/a UAS Asset Management) either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50060.9
Others39.1
Top 5 Winners (%)%
LLY
lilly eli & co
18.0 %
AMZN
amazon com inc
15.8 %
MSFT
microsoft corp
11.8 %
COST
costco whsl corp new
10.9 %
UBER
uber technologies inc
10.2 %
Top 5 Winners ($)$
MSFT
microsoft corp
9.1 M
AMZN
amazon com inc
8.8 M
COST
costco whsl corp new
3.0 M
LLY
lilly eli & co
0.9 M
UBER
uber technologies inc
0.3 M
Top 5 Losers (%)%
TSLA
tesla inc
-23.3 %
AAPL
apple inc
-8.5 %
UNH
unitedhealth group inc
-5.9 %
Top 5 Losers ($)$
TSLA
tesla inc
-13.0 M
AAPL
apple inc
-2.8 M
UNH
unitedhealth group inc
-1.0 M

united american securities inc. (d/b/a uas asset m Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of united american securities inc. (d/b/a uas asset m

United American Securities Inc. (d/b/a UAS Asset Management) has 15 stocks in it's portfolio. About 97.2% of the portfolio is in top 10 stocks. TSLA proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for United American Securities Inc. (d/b/a UAS Asset Management) last quarter.

Last Reported on: 10 May, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions