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Q2 2026 vs Q1 2026
You're seeing 13 of 14 positions. Create a free account to see every buy and sell.
Alphabet Inc
Portfolio
24.55%
Shares
2.54M → 2.54M
Since Q-end
-19.6%
Alphabet Inc
Portfolio
23.39%
Shares
2.45M → 2.45M
Since Q-end
-19.4%
PDD Holdings Inc
Portfolio
22.17%
Shares
4.61M → 10.76M
Since Q-end
+4.1%
Berkshire Hathaway Inc Del
Portfolio
14.98%
Shares
897.7K → 1.11M
Since Q-end
+16.6%
East West Bancorp Inc
Portfolio
9.68%
Shares
2.78M → 2.78M
Since Q-end
+1.3%
Bk Of America Corp
Portfolio
4.57%
Shares
3.00M → 0
Since Q-end
+4.0%
Occidental Pete Corp
Portfolio
2.98%
Shares
1.47M → 0
Since Q-end
-12.5%
Crocs Inc
Portfolio
2.89%
Shares
887.1K → 887.1K
Since Q-end
+32.3%
S&P Global Inc
Portfolio
1.61%
Shares
121.5K → 0
Since Q-end
+11.3%
Moodys Corp
Portfolio
1.61%
Shares
117.8K → 0
Since Q-end
+17.1%
Block H & R Inc
Portfolio
1.61%
Shares
1.63M → 0
Since Q-end
+60.6%
Tencent Music Entertainm
Portfolio
1.49%
Shares
6.59M → 6.59M
Since Q-end
+11.7%
Apple Inc
Portfolio
0.86%
Shares
110.6K → 110.6K
Since Q-end
+20.4%
1 more positions are hidden. It's free to see them all.
Source: SEC Form 13F-HR (CIK 0001709323). Positions are a quarter-end snapshot filed up to 45 days later and may have changed since. Only US-listed long positions and listed options are reported. Not investment advice.