Filed: 11/13/2025ACC: 0001062993-25-016715
📋 What this filing means
DE BURLO GROUP INC filed this quarterly 13F‑HR report disclosing 78 equity positions with a total reported market value of $829.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
78
Positions
$829.89M
Total AUM (reported)
4.01M
Total Shares
Allocation by class
COM$616.40M74.3%
CL A$46.49M5.6%
CORE MSCI EMKT$29.04M3.5%
CL B NEW$28.57M3.4%
ADR$26.70M3.2%
SHS$24.42M2.9%
N Y REGISTRY SHS$22.67M2.7%
Portfolio Concentration
Top 3$116.75M14.1%
4–10$235.07M28.3%
11–25$340.40M41.0%
Rest$137.67M16.6%
Top 3 weight
14.1%
Top 10 weight
42.4%
Voting Authority Distribution
Total shares with voting rights: 4.01M
Sole
Full voting authority
4.01M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole78
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings78
Rows:
MICROSOFT CORP
SOLEShares80.56K
TypeSH
Market value$41.73M
5.03%
Sole
80.56K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares52.34K
TypeSH
Market value$38.44M
4.63%
Sole
52.34K
Shared
0.00
None
0.00
AUTODESK INC
SOLEShares115.16K
TypeSH
Market value$36.58M
4.41%
Sole
115.16K
Shared
0.00
None
0.00
OREILLY AUTOMOTIVE INC
SOLEShares331.63K
TypeSH
Market value$35.75M
4.31%
Sole
331.63K
Shared
0.00
None
0.00
MCKESSON CORP
SOLEShares45.84K
TypeSH
Market value$35.41M
4.27%
Sole
45.84K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares154.93K
TypeSH
Market value$34.02M
4.10%
Sole
154.93K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares177.58K
TypeSH
Market value$33.13M
3.99%
Sole
177.58K
Shared
0.00
None
0.00
APPLE INC
SOLEShares129.54K
TypeSH
Market value$32.99M
3.97%
Sole
129.54K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares42.79K
TypeSH
Market value$32.65M
3.93%
Sole
42.79K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares192.36K
TypeSH
Market value$31.12M
3.75%
Sole
192.36K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares440.60K
TypeSH
Market value$29.04M
3.50%
Sole
440.60K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares56.82K
TypeSH
Market value$28.57M
3.44%
Sole
56.82K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares35.80K
TypeSH
Market value$28.51M
3.44%
Sole
35.80K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares22.79K
TypeSH
Market value$27.32M
3.29%
Sole
22.79K
Shared
0.00
None
0.00
NOVO-NORDISK A S
SOLEShares481.16K
TypeSH
Market value$26.70M
3.22%
Sole
481.16K
Shared
0.00
None
0.00
TERADYNE INC
SOLEShares174.07K
TypeSH
Market value$23.96M
2.89%
Sole
174.07K
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares23.41K
TypeSH
Market value$22.67M
2.73%
Sole
23.41K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares9.16K
TypeSH
Market value$21.41M
2.58%
Sole
9.16K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares63.42K
TypeSH
Market value$20.92M
2.52%
Sole
63.42K
Shared
0.00
None
0.00
KKR & CO INC
SOLEShares152.70K
TypeSH
Market value$19.84M
2.39%
Sole
152.70K
Shared
0.00
None
0.00
STANLEY BLACK & DECKER INC
SOLEShares263K
TypeSH
Market value$19.55M
2.36%
Sole
263K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares19.83K
TypeSH
Market value$18.35M
2.21%
Sole
19.83K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares3.37K
TypeSH
Market value$18.20M
2.19%
Sole
3.37K
Shared
0.00
None
0.00
INTUIT
SOLEShares26.48K
TypeSH
Market value$18.09M
2.18%
Sole
26.48K
Shared
0.00
None
0.00
TRANE TECHNOLOGIES PLC
SOLEShares40.95K
TypeSH
Market value$17.28M
2.08%
Sole
40.95K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 80.56K | SH | $41.73M 5.03% | 80.56K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 52.34K | SH | $38.44M 4.63% | 52.34K | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 115.16K | SH | $36.58M 4.41% | 115.16K | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INCSOLE | COM | 331.63K | SH | $35.75M 4.31% | 331.63K | 0.00 | 0.00 |
MCKESSON CORPSOLE | COM | 45.84K | SH | $35.41M 4.27% | 45.84K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 154.93K | SH | $34.02M 4.10% | 154.93K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 177.58K | SH | $33.13M 3.99% | 177.58K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 129.54K | SH | $32.99M 3.97% | 129.54K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 42.79K | SH | $32.65M 3.93% | 42.79K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 192.36K | SH | $31.12M 3.75% | 192.36K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 440.60K | SH | $29.04M 3.50% | 440.60K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 56.82K | SH | $28.57M 3.44% | 56.82K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 35.80K | SH | $28.51M 3.44% | 35.80K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 22.79K | SH | $27.32M 3.29% | 22.79K | 0.00 | 0.00 |
NOVO-NORDISK A SSOLE | ADR | 481.16K | SH | $26.70M 3.22% | 481.16K | 0.00 | 0.00 |
TERADYNE INCSOLE | COM | 174.07K | SH | $23.96M 2.89% | 174.07K | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 23.41K | SH | $22.67M 2.73% | 23.41K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 9.16K | SH | $21.41M 2.58% | 9.16K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 63.42K | SH | $20.92M 2.52% | 63.42K | 0.00 | 0.00 |
KKR & CO INCSOLE | COM | 152.70K | SH | $19.84M 2.39% | 152.70K | 0.00 | 0.00 |
STANLEY BLACK & DECKER INCSOLE | COM | 263K | SH | $19.55M 2.36% | 263K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 19.83K | SH | $18.35M 2.21% | 19.83K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 3.37K | SH | $18.20M 2.19% | 3.37K | 0.00 | 0.00 |
INTUITSOLE | COM | 26.48K | SH | $18.09M 2.18% | 26.48K | 0.00 | 0.00 |
TRANE TECHNOLOGIES PLCSOLE | SHS | 40.95K | SH | $17.28M 2.08% | 40.95K | 0.00 | 0.00 |
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