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Portfolio · 2026-Q1
| Security | Shares | Market value | % of portfolio |
|---|---|---|---|
| MICROSOFT CORP COM | 2,845,888Shares decreased 27% | $1053.5M | 7.3% |
| ALPHABET INC CAP STK CL C | 2,946,637Shares decreased 27% | $845.3M | 5.8% |
Sector allocation
How the book's sector weights moved
Industrials rose most (▲ +5pp) · Consumer Discretionary fell most (▼ −4pp)
199 of 221 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