This page shows the manager's latest published Form 13F holdings, filed Aug 14, 2026, using reported values from the SEC information table.
| Security | Ticker | Shares | Reported value | Portfolio weight |
|---|---|---|---|---|
| ALPHABET INCCAP STK CL A | GOOGL | 2,543,300 | $908.9M | 24.55% |
| ALPHABET INCCAP STK CL C | GOOG | 2,451,300 | $866.1M | 23.39% |
| PDD HOLDINGS INCSPON ADS | PDD | 10,761,119 | $820.9M | 22.17% |
| BERKSHIRE HATHAWAY INC DELCL B NEW | BRK A | 1,108,318 | $554.6M | 14.98% |
| EAST WEST BANCORP INCCOM | EWBC | 2,776,351 | $358.4M | 9.68% |
| CROCS INCCOM | CROX | 887,093 | $107.0M | 2.89% |
| TENCENT MUSIC ENTERTAINMSPON ADS | TME | 6,590,836 | $55.0M | 1.49% |
| APPLE INCCOM | AAPL | 110,600 | $32.0M | 0.86% |