~~mid teens since 1997
Portfolio value
$3.2B
Positions
14
Top 5 concentration
82%
New buys this quarter
5
| Stock | Move | % of portfolio | Value |
|---|---|---|---|
| $GOOGL ALPHABET INC | Trimmed | 22.8% | $731M |
| $GOOG ALPHABET INC | Trimmed | 22% | $703M |
| $PDD PDD HOLDINGS INC | Trimmed | 14.7% | $471M |
| $BRK-B BERKSHIRE HATHAWAY INC DEL | Trimmed | 13.4% | $430M |
| $EWBC EAST WEST BANCORP INC | Trimmed | 9.3% | $296M |
| $BAC BK OF AMERICA CORP | Trimmed | 4.6% | $146M |
| $OXY OCCIDENTAL PETE CORP | Trimmed | 3% | $95M |
| $CROX CROCS INC | Trimmed | 2.3% | $74M |
| $TME TENCENT MUSIC ENTMT GROUP | New buy | 1.9% | $61M |
| $SPGI S&P GLOBAL INC | New buy | 1.6% | $52M |
| $HRB BLOCK H & R INC | New buy | 1.6% | $52M |
| $MCO MOODYS CORP | New buy | 1.6% | $51M |
| $AAPL APPLE INC | Trimmed | 0.9% | $28M |
| $MSCI MSCI INC | New buy | 0.3% | $10M |
Source: SEC 13F via FMP · Mar 2026 report · 45-day filing delay. Long equity positions only. Not financial advice.