~n/a since 2000
Portfolio value
$5.7B
Positions
18
Top 5 concentration
51%
New buys this quarter
3
| Stock | Move | % of portfolio | Value |
|---|---|---|---|
| $V VISA INC | Added | 12.3% | $700M |
| $AMZN AMAZON COM INC | Trimmed | 10.5% | $601M |
| $CRM SALESFORCE INC | Held | 9.8% | $559M |
| $BLK BLACKROCK INC | Trimmed | 9.2% | $525M |
| $META META PLATFORMS INC | Trimmed | 9.2% | $524M |
| $RKT ROCKET COS INC | Trimmed | 7% | $402M |
| $TOST TOAST INC | Added | 6% | $342M |
| $LLYVK LIBERTY LIVE HOLDINGS INC | Held | 5.9% | $335M |
| $RBLX ROBLOX CORP | Held | 5.8% | $331M |
| $KKR KKR & CO INC | New buy | 5.3% | $303M |
| $MDB MONGODB INC | Trimmed | 4.4% | $254M |
| $SSD SIMPSON MFG INC | Held | 4.2% | $240M |
| $SPOT SPOTIFY TECHNOLOGY S A | New buy | 3% | $174M |
| $LLYVA LIBERTY LIVE HOLDINGS INC | Held | 2.9% | $163M |
| $LYV LIVE NATION ENTERTAINMENT IN | Trimmed | 1.7% | $95M |
| $WIX WIX COM LTD | New buy | 1.6% | $94M |
| $DIS DISNEY WALT CO | Trimmed | 0.7% | $39M |
| $CBRE CBRE GROUP INC | Held | 0.6% | $32M |
Notable sell-outs this quarter: $NSIT
Source: SEC 13F via FMP · Mar 2026 report · 45-day filing delay. Long equity positions only. Not financial advice.