$817Million
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
---|---|---|---|---|---|---|---|
AAPL | APPLE INC | 5.35 | 255,000 | 43,727,400 | UNCHANGED | 0.00 | |
AMT | AMERICAN TOWER CORP NEW | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
AMZN | AMAZON COM INC | 5.51 | 249,660 | 45,033,700 | UNCHANGED | 0.00 | |
BABA | ALIBABA GROUP HLDG LTD | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
BATRA | LIBERTY MEDIA CORP DEL | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
BATRA | LIBERTY MEDIA CORP DEL | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
BX | BLACKSTONE INC | 3.05 | 190,000 | 24,960,300 | UNCHANGED | 0.00 | |
CMCSA | COMCAST CORP NEW | 1.11 | 210,000 | 9,103,500 | UNCHANGED | 0.00 | |
CSGP | COSTAR GROUP INC | 2.19 | 185,500 | 17,919,300 | UNCHANGED | 0.00 | |
DHI | D R HORTON INC | 1.25 | 62,000 | 10,202,100 | UNCHANGED | 0.00 | |
DIS | DISNEY WALT CO | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
ELV | ELEVANCE HEALTH INC | 4.12 | 65,000 | 33,705,100 | UNCHANGED | 0.00 | |
EQIX | EQUINIX INC | 3.01 | 29,800 | 24,594,800 | UNCHANGED | 0.00 | |
FANG | DIAMONDBACK ENERGY INC | 1.11 | 46,000 | 9,115,820 | NEW | ||
FNF | FIDELITY NATIONAL FINANCIAL | 0.29 | 45,000 | 2,389,500 | UNCHANGED | 0.00 | |
FTV | FORTIVE CORP | 0.77 | 73,000 | 6,279,460 | NEW | ||
GOOG | ALPHABET INC | 5.84 | 316,240 | 47,730,100 | UNCHANGED | 0.00 | |
H | HYATT HOTELS CORP | 1.60 | 82,000 | 13,088,800 | UNCHANGED | 0.00 | |
HLT | HILTON WORLDWIDE HLDGS INC | 1.33 | 50,800 | 10,836,100 | UNCHANGED | 0.00 | |
IR | INGERSOLL RAND INC | 0.19 | 16,500 | 1,566,680 | UNCHANGED | 0.00 | |
JPM | JPMORGAN CHASE & CO | 1.96 | 80,000 | 16,024,000 | UNCHANGED | 0.00 | |
LBRDA | LIBERTY BROADBAND CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
LEN | LENNAR CORP | 1.39 | 66,000 | 11,350,700 | NEW | ||
LMT | LOCKHEED MARTIN CORP | 2.25 | 40,500 | 18,422,200 | UNCHANGED | 0.00 | |
LOW | LOWES COS INC | 3.90 | 125,000 | 31,841,200 | UNCHANGED | 0.00 | |
LYV | LIVE NATION ENTERTAINMENT IN | 1.11 | 86,000 | 9,096,220 | UNCHANGED | 0.00 | |
MA | MASTERCARD INCORPORATED | 3.92 | 66,500 | 32,024,400 | UNCHANGED | 0.00 | |
MDT | MEDTRONIC PLC | 1.18 | 111,000 | 9,673,650 | ADDED | 1.83 | |
META | META PLATFORMS INC | 2.85 | 48,000 | 23,307,800 | UNCHANGED | 0.00 | |
MSFT | MICROSOFT CORP | 5.25 | 102,000 | 42,913,400 | UNCHANGED | 0.00 | |
NFLX | NETFLIX INC | 1.56 | 21,050 | 12,784,300 | UNCHANGED | 0.00 | |
NOW | SERVICENOW INC | 1.68 | 18,000 | 13,723,200 | UNCHANGED | 0.00 | |
NVR | NVR INC | 3.73 | 3,766 | 30,504,400 | UNCHANGED | 0.00 | |
OXY | OCCIDENTAL PETE CORP | 1.67 | 210,000 | 13,647,900 | ADDED | 37.08 | |
PANW | PALO ALTO NETWORKS INC | 0.52 | 15,015 | 4,266,210 | NEW | ||
PLTR | PALANTIR TECHNOLOGIES INC | 0.67 | 239,000 | 5,499,390 | NEW | ||
RTX | RTX CORPORATION | 1.21 | 101,000 | 9,850,530 | NEW | ||
SPY | SPDR S&P 500 ETF TR | 3.14 | 49,100 | 25,682,700 | UNCHANGED | 0.00 | |
STZ | CONSTELLATION BRANDS INC | 0.26 | 7,825 | 2,126,520 | UNCHANGED | 0.00 | |
TDG | TRANSDIGM GROUP INC | 2.61 | 17,300 | 21,306,700 | UNCHANGED | 0.00 | |
TRU | TRANSUNION | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
UBER | UBER TECHNOLOGIES INC | 1.69 | 179,600 | 13,827,400 | UNCHANGED | 0.00 | |
UNP | UNION PAC CORP | 2.65 | 88,000 | 21,641,800 | UNCHANGED | 0.00 | |
V | VISA INC | 3.38 | 99,000 | 27,628,900 | UNCHANGED | 0.00 | |
WDAY | WORKDAY INC | 1.20 | 36,000 | 9,819,000 | UNCHANGED | 0.00 | |
BERKSHIRE HATHAWAY INC DEL | 9.10 | 176,800 | 74,347,900 | UNCHANGED | 0.00 | ||
FISERV INC | 4.36 | 223,000 | 35,639,900 | UNCHANGED | 0.00 |