BEVERLY HILLS, CA
Allocation by class
Portfolio Concentration
Top 3 weight
31.1%
Top 10 weight
66.8%
Voting Authority Distribution
Total shares with voting rights: 6.52M
Full voting authority
6.52M
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 CORPORATIONSOLE | COM | 1.28M | SH | $255.92M 14.66% | 1.28M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 590.64K | SH | $170.91M 9.79% | 590.64K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 327.13K | SH | $115.59M 6.62% | 327.13K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 305.50K | SH | $109.18M 6.26% | 305.50K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 286.31K | SH | $106.80M 6.12% | 286.31K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 308.02K | SH | $105.04M 6.02% | 308.02K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 97.60K | SH | $91.30M 5.23% | 97.60K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 344.86K | SH | $82.19M 4.71% | 344.86K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 129.97K | SH | $65.04M 3.73% | 129.97K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 184.80K | SH | $63.40M 3.63% | 184.80K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 95.36K | SH | $53.71M 3.08% | 95.36K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 39.65K | SH | $47.55M 2.72% | 39.65K | 0.00 | 0.00 |
IDEXX LABS INCSOLE | COM | 85.44K | SH | $44.98M 2.58% | 85.44K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 100.03K | SH | $31.49M 1.80% | 100.03K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 185.99K | SH | $29.14M 1.67% | 185.99K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 69.53K | SH | $27.65M 1.58% | 69.53K | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INCSOLE | COM | 256.85K | SH | $23.65M 1.36% | 256.85K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 39.47K | SH | $20.27M 1.16% | 39.47K | 0.00 | 0.00 |
AUTOZONE INCSOLE | COM | 6.24K | SH | $19.94M 1.14% | 6.24K | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 265.57K | SH | $18.96M 1.09% | 265.57K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 124.96K | SH | $18.31M 1.05% | 124.96K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 135.23K | SH | $15.88M 0.91% | 135.23K | 0.00 | 0.00 |
INTUITSOLE | COM | 60.03K | SH | $15.67M 0.90% | 60.03K | 0.00 | 0.00 |
MSCI INCSOLE | COM | 26.76K | SH | $14.99M 0.86% | 26.76K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 15.33K | SH | $14.74M 0.84% | 15.33K | 0.00 | 0.00 |