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Q2 2026 vs Q1 2026
Berkshire Hathaway Inc Del
Portfolio
42.42%
Shares
145 → 145
Since Q-end
+16.9%
Crocs Inc
Portfolio
27.20%
Shares
594.6K → 577.2K
Since Q-end
+32.3%
PDD Holdings Inc
Portfolio
12.37%
Shares
415.0K → 415.0K
Since Q-end
+4.1%
Paypal Hldgs Inc
Portfolio
10.61%
Shares
628.9K → 628.9K
Since Q-end
+36.1%
Ishares Tr
Portfolio
7.39%
Shares
460.0K → 188.0K
Since Q-end
-0.1%
Source: SEC Form 13F-HR (CIK 0001631664). 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.