Reported value
$3.7B
2026 Q2 filing
| Ticker | Company | Weight | Shares | Change |
|---|---|---|---|---|
| GOOGL | Alphabet Inc-Cl A | 24.55% | 2,543,300 | HELD |
| GOOG | Alphabet Inc | 23.39% | 2,451,300 | HELD |
| PDD | PDD HOLDINGS INC | 22.17% | 10,761,119 | ADDED (+133.5%) |
| BRK.B | BERKSHIRE HATHAWAY INC-CL B | 14.98% | 1,108,318 | ADDED (+23.5%) |
| EWBC | EAST WEST BANCORP INC | 9.68% | 2,776,351 | HELD |
| CROX | CROCS INC | 2.89% | 887,093 | HELD |
| TME | TENCENT MUSIC ENTERTAINM-ADR | 1.49% | 6,590,836 | HELD |
| AAPL | Apple Inc | 0.86% | 110,600 | HELD |
Exited this quarter: BAC, HRB, MCO, MSCI, OXY, SPGI.
Source: SEC Form 13F filing for the quarter ended Jun 30, 2026, filed Aug 14, 2026. CIK 0001709323. Change labels compare with the fund’s previous quarterly filing. 13F filings cover long positions only.
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