- Filed
- 2026-05-15
- Portfolio value
- $4,126,337,614
- Positions
- 8
| Ticker |
Change |
% of portfolio |
Shares |
Value |
|
AMZN
history
|
+4% |
38.2% |
7,567,946 |
$1,576,176,113
|
|
TDG
history
|
−6% |
25.54% |
909,168 |
$1,053,689,345
|
|
MSFT
history
|
−10% |
16.75% |
1,867,537 |
$691,306,171
|
|
MCO
history
|
+6% |
9.11% |
862,036 |
$376,063,205
|
|
MA
history
|
−4% |
6.33% |
522,836 |
$261,240,236
|
|
V
history
|
−4% |
3.65% |
498,677 |
$150,720,137
|
|
GOOG(L)
history
|
−74% |
0.3% |
43,391 |
$12,477,516
|
|
HLT
history
|
−97% |
0.11% |
15,341 |
$4,664,891
|
