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Portfolio · 2025-Q4
| Security | Shares | Market value | % of portfolio |
|---|---|---|---|
| AMAZON COM INC COM | 8,653,721Shares decreased 23% | $1997.5M | 8.5% |
| MICROSOFT CORP COM | 3,909,985Shares decreased 22% | $1890.9M | 8.1% |
Sector allocation
How the book's sector weights moved
Information Technology rose most (▲ +5pp) · Consumer Discretionary fell most (▼ −2pp)
201 of 231 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