 ALPHABET INCGOOGL |
| 26.97% | 28.21% | $59.0M | 165,000 | $47.4M | 165,000 | 00.00% | Unchanged |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 15.84% | 22.1% | $34.6M | 72,500 | $37.2M | 110,000 | -37,500-34.09% | Reduce |
 APPLE INCAAPL |
| 13.24% | 15.09% | $28.9M | 100,000 | $25.4M | 100,000 | 00.00% | Unchanged |
 UBER TECHNOLOGIES INCUBER |
| 12.71% | 5.35% | $27.8M | 385,000 | $9.0M | 125,000 | +260,000+208.00% | Add |
 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 10.28% | 12.81% | $22.5M | 30 | $21.5M | 30 | 00.00% | Unchanged |
 MERCADOLIBRE INC COMMELI |
| 7.76% | 4.3% | $17.0M | 10,000 | $7.2M | 4,180 | +5,820+139.23% | Add |
 CROCS INCCROX |
| 4.33% | 2.05% | $9.5M | 78,500 | $3.4M | 41,500 | +37,000+89.16% | Add |
 PROGRESSIVE CORPPGR |
| 4% | 4.71% | $8.7M | 40,000 | $7.9M | 40,000 | 00.00% | Unchanged |
 BERKLEY W R CORPWRB |
| 3.23% | 3.94% | $7.1M | 100,000 | $6.6M | 100,000 | 00.00% | Unchanged |
 ADOBE INC COMADBE |
| 1.64% | — | $3.6M | 17,500 | $0 | 0 | +17,500 | New Buy |
