- Filed
- 2026-05-15
- Portfolio value
- $13,714,299,861
- Positions
- 11
| Ticker |
Change |
% of portfolio |
Shares |
Value |
|
BN
history
|
−3% |
17.62% |
59,697,208 |
$2,415,946,008
|
|
AMZN
history
|
+19% |
17.39% |
11,451,981 |
$2,385,104,083
|
|
UBER
history
|
−1% |
15.71% |
29,958,771 |
$2,154,934,398
|
|
MSFT
history
|
NEW |
15.26% |
5,654,078 |
$2,092,970,053
|
|
QSR
history
|
−1% |
12.2% |
22,645,483 |
$1,673,501,194
|
|
META
history
|
−1% |
11.1% |
2,660,861 |
$1,522,358,404
|
|
HHH
history
|
|
8.7% |
18,852,064 |
$1,192,581,569
|
|
SEG
history
|
|
0.79% |
5,023,780 |
$107,910,794
|
|
GOOG(L)
history
|
SELL |
0.72% |
— |
$98,731,763
|
|
HTZ
history
|
|
0.51% |
15,241,127 |
$70,261,595
|
|
HLT
history
|
SOLD |
— |
— |
—
|