Q4 2024 |
91 |
$1.6B |
+$144M |
-$122M |
+$22.8M |
BRKB, GOOG, ANET, MSFT, BN
|
13F-HR |
1/29/2025, 02:56 PM |
Q3 2024 |
94 |
$1.55B |
+$67.8M |
-$17.4M |
+$50.4M |
BRKB, GOOG, MSFT, ANET, BN
|
13F-HR |
11/6/2024, 04:28 PM |
Q2 2024 |
83 |
$1.44B |
+$102M |
-$73.8M |
+$27.9M |
BRKB, GOOG, MSFT, ANET, QCOM
|
13F-HR |
7/24/2024, 04:53 PM |
Q1 2024 |
98 |
$1.39B |
+$89.9M |
-$143M |
-$53.6M |
BRKB, GOOG, MSFT, ANET, ROST
|
13F-HR |
5/7/2024, 11:36 AM |
Q4 2023 |
93 |
$1.35B |
+$6.98M |
-$13.3M |
-$6.34M |
BRKB, GOOG, MSFT, ANET, ADBE
|
13F-HR |
1/26/2024, 12:39 PM |
Q3 2023 |
89 |
$1.2B |
+$40.5M |
-$63.5M |
-$23M |
BRKB, GOOG, MSFT, ANET, ADBE
|
13F-HR |
10/19/2023, 04:56 PM |
Q2 2023 |
93 |
$1.25B |
+$28.2M |
-$9.19M |
+$19M |
BRKB, GOOG, MSFT, SPGI, ANET
|
13F-HR |
7/20/2023, 12:48 PM |
Q1 2023 |
96 |
$1.15B |
+$34.2M |
-$109M |
-$74.6M |
BRKB, GOOG, MSFT, ANET, SPGI
|
13F-HR |
4/18/2023, 02:09 PM |
Q4 2022 |
105 |
$1.22B |
+$346M |
-$29.3M |
+$317M |
BRKB, MSFT, GOOG, SPGI, ROST
|
13F-HR |
1/20/2023, 12:59 PM |
Q3 2022 |
76 |
$908M |
+$95M |
-$16.7M |
+$78.2M |
BRKB, GOOG, MSFT, META, BAMXXXX
|
13F-HR |
10/21/2022, 05:24 PM |
Q2 2022 |
83 |
$964M |
+$69.4M |
-$71.7M |
-$2.31M |
BRKB, GOOG, MSFT, BAMXXXX, META
|
13F-HR |
7/20/2022, 11:18 AM |
Q1 2022 |
98 |
$1.16B |
+$186M |
-$112M |
+$74.3M |
BRKB, GOOG, MSFT, BAMXXXX, META
|
13F-HR |
4/29/2022, 11:27 AM |
Q4 2021 |
84 |
$1.15B |
+$92.6M |
-$913K |
+$91.7M |
BRKB, GOOG, MSFT, BAMXXXX, META
|
13F-HR |
1/24/2022, 02:11 PM |
Q3 2021 |
86 |
$981M |
+$44.9M |
-$5.19M |
+$39.8M |
BRKB, GOOG, MSFT, BAMXXXX, META
|
13F-HR |
11/2/2021, 10:33 AM |
Q2 2021 |
51 |
$952M |
+$18.6M |
-$8.22M |
+$10.3M |
BRKB, GOOG, META, MSFT, BAMXXXX
|
13F-HR |
7/14/2021, 03:41 PM |
Q1 2021 |
48 |
$859M |
+$85.4M |
-$42.2M |
+$43.2M |
BRKB, GOOG, MSFT, META, BAMXXXX
|
13F-HR |
4/22/2021, 08:49 AM |
Q4 2020 |
45 |
$774M |
+$65.3M |
-$7.55M |
+$57.7M |
BRKB, GOOG, MSFT, BAMXXXX, META
|
13F-HR |
2/5/2021, 05:49 PM |
Q3 2020 |
43 |
$628M |
+$39.8M |
-$17.9M |
+$21.9M |
BRKB, GOOG, MSFT, META, BAMXXXX
|
13F-HR |
10/30/2020, 07:10 PM |
Q2 2020 |
40 |
$583M |
+$59.6M |
-$56M |
+$3.57M |
BRKB, GOOG, MSFT, BAMXXXX, META
|
13F-HR |
8/4/2020, 07:01 PM |
Q1 2020 |
60 |
$511M |
+$77M |
-$36.2M |
+$40.7M |
BRKB, GOOG, DIS, BAMXXXX, MSFT
|
13F-HR |
5/11/2020, 04:20 PM |
Q4 2019 |
85 |
$638M |
+$54.1M |
-$3.34M |
+$50.7M |
BRKB, DIS, GOOG, NXPI, BK
|
13F-HR |
2/14/2020, 10:32 AM |
Q3 2019 |
59 |
$550M |
+$37.1M |
-$13.2M |
+$23.8M |
BRKB, DIS, GOOG, NXPI, CTSH
|
13F-HR |
11/12/2019, 09:06 AM |
Q2 2019 |
54 |
$527M |
+$16.5M |
-$5.52M |
+$11M |
BRKB, DIS, NXPI, SYF, SBUX
|
13F-HR |
7/22/2019, 07:03 PM |
Q1 2019 |
53 |
$494M |
+$53.8M |
-$26M |
+$27.9M |
BRKB, DIS, NXPI, CTSH, BAMXXXX
|
13F-HR |
5/10/2019, 06:15 PM |
Q4 2018 |
57 |
$459M |
+$35.7M |
-$19.1M |
+$16.6M |
BRKB, FOX, SBUX, CTSH, NXPI
|
13F-HR |
2/13/2019, 05:07 PM |
Q3 2018 |
56 |
$497M |
+$50.1M |
-$25.9M |
+$24.1M |
BRKB, FOX, CTSH, NXPI, SBUX
|
13F-HR |
11/7/2018, 11:09 AM |
Q2 2018 |
72 |
$452M |
+$32.8M |
-$5.3M |
+$27.5M |
FOX, BRKB, CTSH, UNP, SBUX
|
13F-HR |
8/3/2018, 03:31 PM |
Q1 2018 |
75 |
$428M |
+$37.7M |
-$11.3M |
+$26.4M |
BRKB, FOX, CTSH, UNP, BAMXXXX
|
13F-HR |
5/9/2018, 01:53 PM |
Q4 2017 |
65 |
$401M |
+$13.5M |
-$5.57M |
+$7.91M |
BRKB, FOX, CTSH, UNP, MKL
|
13F-HR |
2/14/2018, 05:16 PM |
Q3 2017 |
65 |
$365M |
+$30.5M |
-$2.15M |
+$28.4M |
BRKB, CTSH, FOX, UNP, NXPI
|
13F-HR |
11/13/2017, 05:52 PM |
Q2 2017 |
65 |
$346M |
+$34.7M |
-$3.38M |
+$31.3M |
BRKB, CTSH, FOX, NXPI, UNP
|
13F-HR |
8/15/2017, 07:28 AM |
Q1 2017 |
41 |
$320M |
+$37.4M |
-$1.39M |
+$36M |
BRKB, FOX, CTSH, UNP, MKL
|
13F-HR |
5/9/2017, 03:53 PM |
Q4 2016 |
43 |
$289M |
+$24.9M |
-$6.62M |
+$18.3M |
BRKB, FOXA, CTSH, UNP, AIG
|
13F-HR |
2/14/2017, 11:46 AM |
Q3 2016 |
43 |
$262M |
+$13.6M |
-$13.2M |
+$408K |
BRKB, FOXA, UNP, MKL, AIG
|
13F-HR |
11/14/2016, 05:47 PM |
Q2 2016 |
44 |
$256M |
+$19.2M |
-$11.6M |
+$7.51M |
BRKB, MKL, WMT, UNP, DEO
|
13F-HR |
8/12/2016, 06:29 PM |
Q1 2016 |
45 |
$249M |
+$22.8M |
-$1.49M |
+$21.3M |
BRKB, MKL, AIG, WMT, BBBYQ
|
13F-HR |
5/13/2016, 06:39 PM |
Q4 2015 |
49 |
$238M |
+$6.68M |
-$21.4M |
-$14.8M |
BRKB, AIG, MKL, WMT, BBBYQ
|
13F-HR |
2/12/2016, 09:41 AM |
Q3 2015 |
50 |
$246M |
+$42.6M |
-$20.8M |
+$21.8M |
BRKB, AIG, UNP, MKL, BBBYQ
|
13F-HR |
11/3/2015, 11:29 AM |
Q2 2015 |
48 |
$213M |
+$35.8M |
-$14.6M |
+$21.1M |
BRKB, AIG, MKL, BBBYQ, PNCWS
|
13F-HR |
8/7/2015, 03:40 PM |
Q1 2015 |
45 |
$216M |
+$33.2M |
-$33K |
+$33.1M |
BRKB, AIG, BBBYQ, MKL, CHRW
|
13F-HR |
5/12/2015, 10:09 AM |
Q4 2014 |
51 |
$221M |
+$11.7M |
-$14.1M |
-$2.42M |
BRKB, LO, AIG, BBBYQ, MKL
|
13F-HR |
2/12/2015, 03:19 PM |
Q3 2014 |
49 |
$220M |
+$30.4M |
-$2.58M |
+$27.8M |
BRKB, AIG, LO, BBBYQ, MSFT
|
13F-HR |
11/6/2014, 05:56 PM |
Q2 2014 |
50 |
$192M |
+$39.6M |
-$296K |
+$39.3M |
BRKB, AIG, PM, AIGWS, MSFT
|
13F-HR |
8/11/2014, 06:50 PM |
Q1 2014 |
53 |
$158M |
+$10.2M |
-$1.16M |
+$9.06M |
BRKB, AIG, PM, MSFT, IBM
|
13F-HR |
4/22/2014, 03:21 PM |
Q4 2013 |
58 |
$150M |
|
|
|
BRKB, AIG, IBM, MSFT, CHRW
|
13F-HR |
1/30/2014, 02:54 PM |