Key evidence
1 tracked fund new or increased
Tudor Investment Corp reported higher share exposure in the latest comparable filing.
Tracked-fund evidence brief
What changed
Reported 13F changes, stored open-market Form 4/5 activity, and dated EOD closes—kept separate so each claim can be checked.
Ranked focus
Reported conviction
- 1 AMZN Amazon.com Inc. 3.2%
- 2 GOOG(L) Alphabet Inc. 3.0%
- 3 BRK.{A,B} Berkshire Hathaway Inc. 2.7%
- 4 META Meta Platforms Inc. 1.8%
- 5 VOO Vanguard Index FDS 1.8%
- 6 VELO Velo3D Inc. 1.7%
- 7 AURA AURA Biosciences Inc. 1.7%
- 8 TSM Taiwan Semiconductor Manufacturing 1.6%
Equal-weight reported portfolio concentration. This is a research ranking, not a recommendation.
- Tracked holders
- 11 latest available 13Fs
- New / increased
- 1 comparable filings
- Reported weight
- 2.70% equal-weight concentration
- EOD close
- $518.85 Aug 5, 2026
BRK.B · EOD close
Stored close history
Counter-evidence
5 tracked funds decreased or exited
Gates Foundation Trust, Ruane Cunniff, and Greenlea Lane Capital reported lower or zero share exposure in the latest comparable filing.
Receipts
Source receipts
One latest 13F
Markel Group · Q2 2026 · 0001096343-26-000065
SEC Form 40001193125-26-209661
EOD close
End-of-day market data · Aug 5, 2026
Latest available filing per fund
Fund movement
| Fund | Movement | Reported shares | Portfolio weight | Report period | Source |
|---|---|---|---|---|---|
| Gates Foundation Trust | Decreased | — | 25.80% | SEC | |
| Ruane Cunniff | Decreased | — | 3.78% | SEC | |
| Tudor Investment Corp | Increased | — | 0.33% | SEC | |
| Greenlea Lane Capital | Decreased | — | 13.14% | SEC | |
| Akre Capital Management | Decreased | — | 0.08% | SEC | |
| Thrive Capital | Decreased | — | 0.07% | SEC |
Latest stored open-market activity
Form 4/5 evidence
- Michael J. O'Sullivan See Remarks Open market buy $24.9K
- Michael J. O'Sullivan See Remarks Open market buy $225.6K
- Ajit Jain Vice Chairman Open market sell Undisclosed
- Ajit Jain Vice Chairman Open market sell $929.5K
- MERYL B WITMER Director Open market sell $1.6M