LARKSPUR, CA
Allocation by class
Portfolio Concentration
Top 3 weight
29.0%
Top 10 weight
58.6%
Voting Authority Distribution
Total shares with voting rights: 1.55M
Full voting authority
1.55M
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 CORPORATIONSOLE | COM | 94.62K | SH | $16.50M 14.01% | 94.62K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 30.25K | SH | $9.36M 7.95% | 30.25K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 28.75K | SH | $8.27M 7.02% | 28.75K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 23.43K | SH | $5.95M 5.05% | 23.43K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 15.84K | SH | $5.86M 4.98% | 15.84K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 25.49K | SH | $5.31M 4.51% | 25.49K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 25.19K | SH | $5.12M 4.35% | 25.19K | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | CL A COM | 22.20K | SH | $4.58M 3.89% | 22.20K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 7.30K | SH | $4.21M 3.58% | 7.30K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 3.90K | SH | $3.89M 3.30% | 3.90K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 4.81K | SH | $3.14M 2.67% | 4.81K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 7.58K | SH | $2.96M 2.51% | 7.58K | 0.00 | 0.00 |
ASTERA LABS INCSOLE | COM | 26.54K | SH | $2.91M 2.47% | 26.54K | 0.00 | 0.00 |
NEBIUS GROUP N.V.SOLE | SHS CLASS A | 28K | SH | $2.91M 2.47% | 28K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 9K | SH | $2.72M 2.31% | 9K | 0.00 | 0.00 |
COREWEAVE INCSOLE | COM CL A | 35K | SH | $2.71M 2.30% | 35K | 0.00 | 0.00 |
SOFI TECHNOLOGIES INCSOLE | COM | 160K | SH | $2.54M 2.16% | 160K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 20.50K | SH | $2.52M 2.14% | 20.50K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 8.07K | SH | $2.37M 2.01% | 8.07K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 8.69K | SH | $1.89M 1.60% | 8.69K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 3.81K | SH | $1.88M 1.59% | 3.81K | 0.00 | 0.00 |
GRAB HOLDINGS LIMITEDSOLE | CLASS A ORD | 458.50K | SH | $1.68M 1.42% | 458.50K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.12K | SH | $1.49M 1.27% | 3.12K | 0.00 | 0.00 |
REDDIT INCSOLE | CL A | 10K | SH | $1.35M 1.14% | 10K | 0.00 | 0.00 |
FIGMA INCSOLE | CLASS A COM STK | 60K | SH | $1.27M 1.08% | 60K | 0.00 | 0.00 |