← Investors
Portfolio · 2025-Q3
| Security | Shares | Market value | % of portfolio |
|---|---|---|---|
| ORACLE CORP COM | 9,288,638Shares decreased 22% | $2612.3M | 8.5% |
| MICROSOFT CORP COM | 5,020,158Shares decreased 7% | $2600.2M | 8.4% |
Sector allocation
How the book's sector weights moved
Information Technology rose most (▲ +9pp) · Consumer Discretionary fell most (▼ −3pp)
205 of 232 holdings classified · Sectors derived from free SEC SIC codes + curated overrides.
Recent moves
Latest filed · 2026-03-31
Every entry below is an auto-generated factual summary of a public filing or disclosure. Not investment advice. Verify before acting.
Quarterly 13F update · 2026-Q139 opened
OpenedLLY +$841.2MV +$739.2MABNB +$287.1MSNPS +$266.1MSPOT +$52.1MGOOGL +$8.1M+33 more