← All funds
Equity portfolio value
$3.7B
Positions
8
New positions
0
Exited
6
Q2 2026 13F holdings (quarter-end June 30, 2026) vs. Q1 2026— equity positions only. Company names link to the stock's signal page where a convergence signal exists.
Added To (2)
| Company | Shares | ∆ Shares | Value | % of Book |
|---|---|---|---|---|
| PDD HOLDINGS INC | 10.8M | +6.2M | $821M | 22.2% |
| BERKSHIRE HATHAWAY INC DEL | 1.1M | +211K | $555M | 15.0% |
Reduced / Exited (6)
Exits show the prior-quarter position value — what was sold off. % of Book for exits is relative to the prior-quarter portfolio.
| Company | Shares | ∆ Shares | Value | % of Book |
|---|---|---|---|---|
| BK OF AMERICA CORPEXITED | 0 | −3.0M | $146M | 4.6% |
| OCCIDENTAL PETE CORPEXITED | 0 | −1.5M | $95M | 3.0% |
| S&P GLOBAL INCSPGIEXITED | 0 | −121K | $52M | 1.6% |
| BLOCK H & R INCEXITED | 0 | −1.6M | $52M | 1.6% |
| MOODYS CORPEXITED | 0 | −118K | $51M | 1.6% |
| MSCI INCEXITED | 0 | −19K | $10M | 0.3% |
Top Holdings (8)
| Company | Shares | Value | % of Book |
|---|---|---|---|
| ALPHABET INCGOOGL | 2.5M | $909M | 24.5% |
| ALPHABET INCGOOGL | 2.5M | $866M | 23.4% |
| PDD HOLDINGS INC | 10.8M | $821M | 22.2% |
| BERKSHIRE HATHAWAY INC DEL | 1.1M | $555M | 15.0% |
| EAST WEST BANCORP INC | 2.8M | $358M | 9.7% |
| CROCS INC | 887K | $107M | 2.9% |
| TENCENT MUSIC ENTERTAINM | 6.6M | $55M | 1.5% |
| APPLE INC | 111K | $32M | 0.9% |