A Alphabet Inc Class C GOOG
9.51% 11.01% $90.6M 256,337 $93.7M 326,750 -70,413 -21.55% Reduce TAIWAN SEMICONDUCTOR MANUFAC TSM
8.18% 6.38% $77.9M 163,108 $54.3M 160,601 +2,507 +1.56% Add MICROSOFT CORP MSFT
6.87% 7.53% $65.4M 175,443 $64.1M 173,081 +2,362 +1.36% Add AMAZON COM INC AMZN
6.71% 6.48% $63.9M 268,254 $55.1M 264,647 +3,607 +1.36% Add APPLIED MATLS INC AMAT
6.69% 1.15% $63.7M 88,107 $9.7M 28,525 +59,582 +208.88% Add GE AEROSPACE GE
6.19% 5.19% $59.0M 157,921 $44.1M 155,550 +2,371 +1.52% Add WOODWARD INC WWD
5.69% 5.27% $54.2M 127,375 $44.8M 125,228 +2,147 +1.71% Add UNION PAC CORP UNP
5.4% 5.3% $51.5M 189,178 $45.1M 185,981 +3,197 +1.72% Add META PLATFORMS INC META
4.91% 5.49% $46.8M 83,116 $46.7M 81,695 +1,421 +1.74% Add AON PLC SHS CL A AON
3.86% 4.15% $36.8M 110,978 $35.3M 109,488 +1,490 +1.36% Add VISA INC V
3.49% 3.4% $33.3M 96,957 $29.0M 95,796 +1,161 +1.21% Add C CARPENTER TECHNOLOGY CORP CRS
3.45% 2.43% $32.8M 53,214 $20.7M 52,417 +797 +1.52% Add S SPDR SERIES TRUST BIL
3.32% 2.75% $31.7M 345,464 $23.4M 255,441 +90,023 +35.24% Add SAP SE SPON ADR SAP
3.05% 5.01% $29.1M 188,848 $42.6M 249,017 -60,169 -24.16% Reduce GE VERNOVA INC GEV
2.98% 6.61% $28.4M 24,164 $56.3M 64,446 -40,282 -62.51% Reduce MASTERCARD INCORPORATED MA
2.96% 3.18% $28.2M 54,855 $27.1M 54,203 +652 +1.20% Add LINDE PLC LIN
2.87% 3.03% $27.4M 52,749 $25.8M 51,966 +783 +1.51% Add BROADCOM INC AVGO
2.71% 2.45% $25.9M 68,438 $20.9M 67,401 +1,037 +1.54% Add HOWMET AEROSPACE INC COM HWM
2.36% 2.23% $22.4M 83,475 $18.9M 82,226 +1,249 +1.52% Add G GE HEALTHCARE TECHNOLOGIES I GEHC
1.9% 2.33% $18.1M 283,292 $19.8M 278,558 +4,734 +1.70% Add SPOTIFY TECHNOLOGY S A SHS SPOT
1.52% 1.77% $14.5M 31,592 $15.1M 31,064 +528 +1.70% Add NATERA INC NTRA
1.18% — $11.2M 41,254 $0 0 +41,254 New Buy G GUIDEWIRE SOFTWARE INC GWRE
1.07% 1.43% $10.2M 82,825 $12.2M 81,448 +1,377 +1.69% Add I ISHARES TR SGOV
0.82% 0.72% $7.8M 77,949 $6.1M 61,026 +16,923 +27.73% Add MERCADOLIBRE INC COM MELI
0.72% — $6.9M 4,052 $0 0 +4,052 New Buy CONSTELLATION ENERGY CORP CEG
0.63% 1.2% $6.0M 24,243 $10.2M 36,473 -12,230 -33.53% Reduce T TWIST BIOSCIENCE CORP TWST
0.49% — $4.7M 45,837 $0 0 +45,837 New Buy COSTAR GROUP INC CSGP
0.33% 0.52% $3.1M 110,871 $4.4M 109,244 +1,627 +1.49% Add BERKSHIRE HATHAWAY INC CL A BRK.A
0.08% 0.08% $748,850 1 $718,140 1 0 0.00% Unchanged BERKSHIRE HATHAWAY INC DEL BRK.B
0.05% 0.06% $500,390 1,000 $479,200 1,000 0 0.00% Unchanged ALPHABET INC GOOGL
— 0.11% $0 0 $977,704 3,400 -3,400 Exit NETFLIX INC NFLX
— 2.76% $0 0 $23.5M 244,334 -244,334 Exit 
