CAMBRIDGE, MA
Allocation by class
Portfolio Concentration
Top 3 weight
27.0%
Top 10 weight
49.3%
Voting Authority Distribution
Total shares with voting rights: 31.50M
Full voting authority
31.50M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TEMPUS AI INCSOLE | CL A | 6.61M | SH | $298.96M 12.37% | 6.61M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 359.02K | SH | $205.41M 8.50% | 359.02K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 512.35K | SH | $147.33M 6.10% | 512.35K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 764.51K | SH | $133.33M 5.52% | 764.51K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 369.73K | SH | $106.06M 4.39% | 369.73K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 355.28K | SH | $90.17M 3.73% | 355.28K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 175.59K | SH | $65.00M 2.69% | 175.59K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 281.68K | SH | $52.58M 2.18% | 281.68K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 248.04K | SH | $51.66M 2.14% | 248.04K | 0.00 | 0.00 |
TESLA INCOTR | COM | 110.41K | SH | $41.04M 1.70% | 110.41K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 58.94K | SH | $38.50M 1.59% | 58.94K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 51.38K | SH | $33.42M 1.38% | 51.38K | 0.00 | 0.00 |
PORCH GROUP INCSOLE | COM | 4.08M | SH | $29.23M 1.21% | 4.08M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 90.19K | SH | $27.92M 1.16% | 90.19K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 47.94K | SH | $27.67M 1.15% | 47.94K | 0.00 | 0.00 |
SAMSARA INCSOLE | COM CL A | 799.20K | SH | $25.33M 1.05% | 799.20K | 0.00 | 0.00 |
ATLASSIAN CORPORATIONSOLE | CL A | 333.71K | SH | $22.78M 0.94% | 333.71K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 46.13K | SH | $19.85M 0.82% | 46.13K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 39.28K | SH | $18.82M 0.78% | 39.28K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 19.84K | SH | $18.25M 0.76% | 19.84K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 58.07K | SH | $17.55M 0.73% | 58.07K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 51.74K | SH | $15.22M 0.63% | 51.74K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 24.52K | SH | $14.65M 0.61% | 24.52K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 115.19K | SH | $14.14M 0.59% | 115.19K | 0.00 | 0.00 |
TIDAL TRUST IIISOLE | ROCKEFELLER GLOB | 406.77K | SH | $12.22M 0.51% | 406.77K | 0.00 | 0.00 |