SAN FRANCISCO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
21.7%
Top 10 weight
42.8%
Voting Authority Distribution
Total shares with voting rights: 32.80M
Full voting authority
32.80M
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 |
|---|---|---|---|---|---|---|---|
TEXAS PACIFIC LAND CORPSOLE | COM | 620K | SH | $294.23M 9.85% | 620K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 1.36M | SH | $198.94M 6.66% | 1.36M | 0.00 | 0.00 |
FREEPORT-MCMORAN INCSOLE | CL B | 2.65M | SH | $155.77M 5.21% | 2.65M | 0.00 | 0.00 |
NVIDIA CORPSOLE | COM | 875K | SH | $152.60M 5.11% | 875K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 230K | SH | $131.59M 4.40% | 230K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 260K | SH | $80.47M 2.69% | 260K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM NEW | 73K | SH | $72.74M 2.43% | 73K | 0.00 | 0.00 |
APPLOVIN CORPSOLE | COM CL A | 175K | SH | $69.65M 2.33% | 175K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 105K | SH | $63.46M 2.12% | 105K | 0.00 | 0.00 |
PARKER HANNIFIN CORPSOLE | COM | 65K | SH | $58.19M 1.95% | 65K | 0.00 | 0.00 |
CHEVRON CORPSOLE | COM NEW | 275K | SH | $56.90M 1.90% | 275K | 0.00 | 0.00 |
CAMECO CORPSOLE | COM | 500K | SH | $54.30M 1.82% | 500K | 0.00 | 0.00 |
ARM HOLDINGS PLCSOLE | SPONSORED ADS | 325K | SH | $49.17M 1.65% | 325K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 275K | SH | $46.66M 1.56% | 275K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM NEW | 275K | SH | $45.26M 1.51% | 275K | 0.00 | 0.00 |
RIO TINTO PLCSOLE | SPONSORED ADR | 425K | SH | $39.65M 1.33% | 425K | 0.00 | 0.00 |
CONOCOPHILLIPSSOLE | COM | 300K | SH | $39.60M 1.33% | 300K | 0.00 | 0.00 |
STRUCTURE THERAPEUTICS INCSOLE | SPONSORED ADS | 750K | SH | $36.15M 1.21% | 750K | 0.00 | 0.00 |
ALBEMARLE CORPSOLE | COM | 200K | SH | $35.91M 1.20% | 200K | 0.00 | 0.00 |
OVINTIV INCSOLE | COM | 600K | SH | $35.62M 1.19% | 600K | 0.00 | 0.00 |
TWILIO INCSOLE | CL A | 275K | SH | $34.60M 1.16% | 275K | 0.00 | 0.00 |
AMERICAN TOWER CORP NEWSOLE | COM | 200K | SH | $34.52M 1.16% | 200K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 110K | SH | $33.25M 1.11% | 110K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM NEW | 350K | SH | $32.89M 1.10% | 350K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 90K | SH | $31.67M 1.06% | 90K | 0.00 | 0.00 |