This page shows the manager's latest published Form 13F holdings, filed May 15, 2026, using reported values from the SEC information table.
| Security | Ticker | Shares | Reported value | Portfolio weight |
|---|---|---|---|---|
| BROOKFIELD CORPCL A LTD VT SH | BAM | 59,697,208 | $2.42B | 17.62% |
| AMAZON COM INCCOM | AMZN | 11,451,981 | $2.39B | 17.39% |
| UBER TECHNOLOGIES INCCOM | UBER | 29,958,771 | $2.15B | 15.71% |
| MICROSOFT CORPCOM | MSFT | 5,654,078 | $2.09B | 15.26% |
| RESTAURANT BRANDS INTL INCCOM | QSR | 22,645,483 | $1.67B | 12.20% |
| META PLATFORMS INCCL A | META | 2,660,861 | $1.52B | 11.10% |
| HOWARD HUGHES HOLDINGS INCCOM | HHH | 18,852,064 | $1.19B | 8.70% |
| SEAPORT ENTMT GROUP INCCOMMON STOCK | SEG | 5,023,780 | $107.9M | 0.79% |
| ALPHABET INCCAP STK CL C | GOOG | 311,726 | $89.4M | 0.65% |
| HERTZ GLOBAL HLDGS INCCOM NEW | HTZ | 15,241,127 | $70.3M | 0.51% |
| ALPHABET INCCAP STK CL A | GOOGL | 32,376 | $9.3M | 0.07% |