AMBLER, PA
Allocation by class
Portfolio Concentration
Top 3 weight
41.2%
Top 10 weight
75.0%
Voting Authority Distribution
Total shares with voting rights: 2.55M
Full voting authority
2.55M
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 |
|---|---|---|---|---|---|---|---|
Nvidia Corp.SOLE | COM | 376K | SH | $65.57M 21.78% | 376K | 0.00 | 0.00 |
Taiwan Semiconductor Manufacturing Co LtdSOLE | ADS | 98K | SH | $33.12M 11.00% | 98K | 0.00 | 0.00 |
Eli Lilly & CoSOLE | COM | 27.50K | SH | $25.29M 8.40% | 27.50K | 0.00 | 0.00 |
AmazonSOLE | COM | 98.25K | SH | $20.46M 6.80% | 98.25K | 0.00 | 0.00 |
Mercadolibre IncSOLE | COM | 8.55K | SH | $14.78M 4.91% | 8.55K | 0.00 | 0.00 |
Goldman Sachs Group, Inc.SOLE | COM | 17K | SH | $14.38M 4.78% | 17K | 0.00 | 0.00 |
Apple, Inc.SOLE | COM | 55K | SH | $13.96M 4.64% | 55K | 0.00 | 0.00 |
JP Morgan Chase & CoSOLE | COM | 46K | SH | $13.53M 4.49% | 46K | 0.00 | 0.00 |
Palantir Technologies Inc.SOLE | CLA | 85.50K | SH | $12.51M 4.15% | 85.50K | 0.00 | 0.00 |
Federal Agric Mtg CorpSOLE | CLA | 102.25K | SH | $12.17M 4.04% | 102.25K | 0.00 | 0.00 |
Tesla, Inc.SOLE | COM | 32.50K | SH | $12.08M 4.01% | 32.50K | 0.00 | 0.00 |
Berkshire Hathaway Inc. Class ASOLE | CLA | 15.00 | SH | $10.77M 3.58% | 15.00 | 0.00 | 0.00 |
East West Bancorp, Inc.SOLE | COM | 87.50K | SH | $9.34M 3.10% | 87.50K | 0.00 | 0.00 |
Park Hotels & Resorts Inc.SOLE | COM | 882.50K | SH | $9.29M 3.09% | 882.50K | 0.00 | 0.00 |
KKR & Co. LPSOLE | CLA | 100K | SH | $9.25M 3.07% | 100K | 0.00 | 0.00 |
Solstice Advanced Materials Inc.SOLE | COM | 95K | SH | $7.24M 2.40% | 95K | 0.00 | 0.00 |
Coherent Corp.SOLE | COM | 28K | SH | $6.67M 2.22% | 28K | 0.00 | 0.00 |
Circle Internet Group, Inc.SOLE | COM | 62.50K | SH | $5.96M 1.98% | 62.50K | 0.00 | 0.00 |
Federal National Mortgage AssociationSOLE | COM | 329.50K | SH | $2.39M 0.79% | 329.50K | 0.00 | 0.00 |
Federal Agric Mtg CorpSOLE | CLC | 15.75K | SH | $2.34M 0.78% | 15.75K | 0.00 | 0.00 |