Filed: 2/14/2024ACC: 0001349353-24-000002
📋 What this filing means
UNITED AMERICAN SECURITIES INC. (D/B/A UAS ASSET MANAGEMENT) filed this quarterly 13F‑HR report disclosing 20 equity positions with a total reported market value of $393.54M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$393.54M
Total AUM (reported)
1.80M
Total Shares
Allocation by class
COM$271.97M69.1%
CL B NEW$114.87M29.2%
CL A$3.13M0.8%
SPON ADS$2.60M0.7%
ADR$517.3K0.1%
SHS$463.5K0.1%
Portfolio Concentration
Top 3$248.26M63.1%
4–10$133.54M33.9%
11–25$11.75M3.0%
Top 3 weight
63.1%
Top 10 weight
97.0%
Voting Authority Distribution
Total shares with voting rights: 1.80M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
1.80M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole20
Shared0
Other0
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings20
Rows:
BERKSHIRE HATHAWAY INC DEL CL
SOLEShares322.06K
TypeSH
Market value$114.87M
29.19%
Sole
0.00
Shared
322.06K
None
0.00
MICROSOFT CORP
SOLEShares205.63K
TypeSH
Market value$77.32M
19.65%
Sole
0.00
Shared
205.63K
None
0.00
TESLA INC
SOLEShares225.63K
TypeSH
Market value$56.06M
14.25%
Sole
0.00
Shared
225.63K
None
0.00
AMAZON COM INC
SOLEShares295.82K
TypeSH
Market value$44.95M
11.42%
Sole
0.00
Shared
295.82K
None
0.00
APPLE INC
SOLEShares170.68K
TypeSH
Market value$32.86M
8.35%
Sole
0.00
Shared
170.68K
None
0.00
COSTCO WHSL CORP NEW
SOLEShares41.20K
TypeSH
Market value$27.19M
6.91%
Sole
0.00
Shared
41.20K
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares30.71K
TypeSH
Market value$16.17M
4.11%
Sole
0.00
Shared
30.71K
None
0.00
COSTAR GROUP INC
SOLEShares65.23K
TypeSH
Market value$5.70M
1.45%
Sole
0.00
Shared
65.23K
None
0.00
NVIDIA CORPORATION
SOLEShares7.75K
TypeSH
Market value$3.84M
0.98%
Sole
0.00
Shared
7.75K
None
0.00
SCHWAB CHARLES CORP
SOLEShares41.08K
TypeSH
Market value$2.83M
0.72%
Sole
0.00
Shared
41.08K
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares25K
TypeSH
Market value$2.60M
0.66%
Sole
0.00
Shared
25K
None
0.00
LILLY ELI & CO
SOLEShares4.20K
TypeSH
Market value$2.45M
0.62%
Sole
0.00
Shared
4.20K
None
0.00
FIGS INC
SOLEShares300K
TypeSH
Market value$2.08M
0.53%
Sole
0.00
Shared
300K
None
0.00
UBER TECHNOLOGIES INC
SOLEShares19.25K
TypeSH
Market value$1.19M
0.30%
Sole
0.00
Shared
19.25K
None
0.00
INTEL CORP
SOLEShares20K
TypeSH
Market value$1.00M
0.26%
Sole
0.00
Shared
20K
None
0.00
BERKSHIRE HATHAWAY INC
SOLEShares1.00
TypeSH
Market value$542.6K
0.14%
Sole
0.00
Shared
1.00
None
0.00
NOVO-NORDISK AS
SOLEShares5K
TypeSH
Market value$517.3K
0.13%
Sole
0.00
Shared
5K
None
0.00
SNOWFLAKE INC
SOLEShares2.50K
TypeSH
Market value$497.5K
0.13%
Sole
0.00
Shared
2.50K
None
0.00
UBS GROUP AG
SOLEShares15K
TypeSH
Market value$463.5K
0.12%
Sole
0.00
Shared
15K
None
0.00
VERTEX PHARMACEUTICALS INC
SOLEShares1K
TypeSH
Market value$406.9K
0.10%
Sole
0.00
Shared
1K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DEL CLSOLE | CL B NEW | 322.06K | SH | $114.87M 29.19% | 0.00 | 322.06K | 0.00 |
MICROSOFT CORPSOLE | COM | 205.63K | SH | $77.32M 19.65% | 0.00 | 205.63K | 0.00 |
TESLA INCSOLE | COM | 225.63K | SH | $56.06M 14.25% | 0.00 | 225.63K | 0.00 |
AMAZON COM INCSOLE | COM | 295.82K | SH | $44.95M 11.42% | 0.00 | 295.82K | 0.00 |
APPLE INCSOLE | COM | 170.68K | SH | $32.86M 8.35% | 0.00 | 170.68K | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 41.20K | SH | $27.19M 6.91% | 0.00 | 41.20K | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 30.71K | SH | $16.17M 4.11% | 0.00 | 30.71K | 0.00 |
COSTAR GROUP INCSOLE | COM | 65.23K | SH | $5.70M 1.45% | 0.00 | 65.23K | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 7.75K | SH | $3.84M 0.98% | 0.00 | 7.75K | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 41.08K | SH | $2.83M 0.72% | 0.00 | 41.08K | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPON ADS | 25K | SH | $2.60M 0.66% | 0.00 | 25K | 0.00 |
LILLY ELI & COSOLE | COM | 4.20K | SH | $2.45M 0.62% | 0.00 | 4.20K | 0.00 |
FIGS INCSOLE | CL A | 300K | SH | $2.08M 0.53% | 0.00 | 300K | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 19.25K | SH | $1.19M 0.30% | 0.00 | 19.25K | 0.00 |
INTEL CORPSOLE | COM | 20K | SH | $1.00M 0.26% | 0.00 | 20K | 0.00 |
BERKSHIRE HATHAWAY INCSOLE | CL A | 1.00 | SH | $542.6K 0.14% | 0.00 | 1.00 | 0.00 |
NOVO-NORDISK ASSOLE | ADR | 5K | SH | $517.3K 0.13% | 0.00 | 5K | 0.00 |
SNOWFLAKE INCSOLE | CL A | 2.50K | SH | $497.5K 0.13% | 0.00 | 2.50K | 0.00 |
UBS GROUP AGSOLE | SHS | 15K | SH | $463.5K 0.12% | 0.00 | 15K | 0.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 1K | SH | $406.9K 0.10% | 0.00 | 1K | 0.00 |