$500Million
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
---|---|---|---|---|---|---|---|
AAPL | APPLE INC. | 0.10 | 2,473 | 476,127 | UNCHANGED | 0.00 | |
AMZN | AMAZON COM INC COM | 9.59 | 315,511 | 47,938,700 | REDUCED | -0.07 | |
AON | AON PLC REGISTERED SHS CL A | 6.80 | 116,931 | 34,029,200 | ADDED | 19.29 | |
BIL | SPDR BLOOMBERG 1-3 MONTH T-BIL | 1.36 | 74,502 | 6,808,740 | REDUCED | -19.81 | |
CP | CANADIAN PACIFIC KANSAS CITY L | 2.78 | 175,497 | 13,874,800 | ADDED | 2.09 | |
CSGP | COSTAR GROUP INC COM | 1.73 | 98,746 | 8,629,410 | ADDED | 3.23 | |
DDOG | DATADOG INC | 1.54 | 63,596 | 7,719,240 | ADDED | 0.53 | |
DIS | WALT DISNEY | 2.32 | 128,533 | 11,605,200 | ADDED | 2.24 | |
DKNG | DRAFTKINGS INC | 1.40 | 198,833 | 7,008,860 | NEW | ||
FND | FLOOR & DECOR HLDGS INC CL A | 1.89 | 84,736 | 9,453,110 | REDUCED | -2.06 | |
GOOG | ALPHABET INC CAP STK CL C | 9.61 | 341,079 | 48,068,300 | ADDED | 2.11 | |
GOOG | ALPHABET INC. CL A | 0.10 | 3,400 | 474,946 | UNCHANGED | 0.00 | |
LIN | LINDE PLC | 3.68 | 44,805 | 18,401,900 | NEW | ||
MA | MASTERCARD INC CL A | 5.06 | 59,325 | 25,302,800 | ADDED | 1.45 | |
MDB | MONGODB INC CL A | 3.10 | 37,951 | 15,516,300 | ADDED | 0.42 | |
MSFT | MICROSOFT CORP COM | 9.23 | 122,749 | 46,158,500 | ADDED | 4.35 | |
NFLX | NETFLIX INC COM | 3.19 | 32,810 | 15,974,500 | ADDED | 5.36 | |
NVDA | NVIDIA CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
SAP | SAP SE SPON ADR | 6.64 | 214,877 | 33,217,800 | ADDED | 2.13 | |
TSM | TAIWAN SEMICONDUCTOR MFG CO SP | 2.36 | 113,341 | 11,787,500 | ADDED | 4.4 | |
UBER | UBER TECHNOLOGIES | 5.19 | 421,803 | 25,970,400 | ADDED | 3.72 | |
UNH | UNITEDHEALTH GROUP INC COM | 5.31 | 50,412 | 26,540,400 | ADDED | 5.09 | |
UNP | UNION PACIFIC CORP. | 5.43 | 110,562 | 27,156,200 | ADDED | 63.67 | |
V | VISA INC COM CL A | 6.37 | 122,419 | 31,871,700 | ADDED | 1.75 | |
FISERV | 5.04 | 189,534 | 25,177,700 | ADDED | 0.59 | ||
BERKSHIRE HATHAWAY INC CL A | 0.11 | 1.00 | 542,625 | UNCHANGED | 0.00 | ||
BERKSHIRE HATHAWAY INC CL B | 0.07 | 1,000 | 356,660 | UNCHANGED | 0.00 |