| # | Security | Value | Shares | % Port | Change | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | ISHARES TR CORE S&P500 ETF | $247.0M | 364.6K | 11.6% | —HELD | 0 |
| 2 | MICROSOFT CORP COM | $219.3M | 450.0K | 10.3% | —HELD | 0 |
| 3 | NVIDIA CORPORATION COM | $204.3M | 1.08M | 9.6% | ADDED | +480.0K |
| 4 | BERKSHIRE HATHAWAY INC DEL CL B NEW | $150.3M | 300.0K | 7.1% | —HELD | 0 |
| 5 | APPLE INC COM | $125.7M | 459.2K | 5.9% | —HELD | 0 |
| 6 | NVIDIA CORPORATION COM | $112.9M | 600.0K | 5.3% | —HELD | 0 |
| 7 | NVIDIA CORPORATION COM | $104.2M | 590.0K | 4.9% | REDUCED | -10,000 |
| 8 | INTUITIVE SURGICAL INC COM NEW | $91.9M | 171.0K | 4.3% | —HELD | 0 |
| 9 | ADVANCED MICRO DEVICES INC COM | $51.8M | 199.5K | 2.4% | —HELD | 0 |
| 10 | BOSTON SCIENTIFIC CORP COM | $50.1M | 500.0K | 2.4% | —HELD | 0 |
| 11 | AMAZON COM INC COM | $50.0M | 200.0K | 2.4% | ADDED | +42.3K |
| 12 | NETFLIX INC COM | $49.7M | 450.0K | 2.3% | ADDED | +69.4K |
| 13 | NETFLIX INC COM | $49.5M | 450.0K | 2.3% | ADDED | +69.4K |
| 14 | BERKSHIRE HATHAWAY INC DEL CL B NEW | $46.2M | 97.0K | 2.2% | REDUCED | -203,000 |
| 15 | AMAZON COM INC COM | $46.1M | 200.0K | 2.2% | ADDED | +42.3K |
| 16 | NETFLIX INC COM | $39.4M | 380.6K | 1.9% | —HELD | 0 |
| 17 | WELLS FARGO CO NEW COM | $39.0M | 460.0K | 1.8% | —HELD | 0 |
| 18 | AMAZON COM INC COM | $36.8M | 157.7K | 1.7% | —HELD | 0 |
| 19 | ICICI BANK LIMITED ADR | $34.8M | 1.15M | 1.6% | —HELD | 0 |
| 20 | MICROSOFT CORP COM | $33.8M | 70.0K | 1.6% | REDUCED | -380,000 |
| 21 | BANK AMERICA CORP COM | $31.4M | 581.6K | 1.5% | ADDED | +156.5K |
| 22 | PALANTIR TECHNOLOGIES INC CL A | $27.9M | 150.0K | 1.3% | —HELD | 0 |
| 23 | TESLA INC COM | $25.2M | 57.0K | 1.2% | ADDED | +17.0K |
| 24 | NVIDIA CORPORATION COM | $24.9M | 136.4K | 1.2% | REDUCED | -463,573 |
| 25 | BANK AMERICA CORP COM | $23.2M | 425.2K | 1.1% | —HELD | 0 |
Holdings data sourced from SEC EDGAR 13F-HR filings. Updated quarterly, approximately 45 days after quarter end. All data is public domain.
Last filed: Apr 27, 2026