Igy

AI_NATIVE detailed information: This accession holds the following tickers:[
  "AMZN",
  "BRK-A",
  "COST"
]

13F-HR • 2025-03-31

Data Enrichment

100% identified

3 identified0 unidentified

Holdings

Manager:

3 positions • $237.2M total value

Manager:

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COSTCO WHOLESALE CORP /NEW

Shares:95.7K

Value:$90.6M

% of Portfolio:38.2% ($90.6M/$237.2M)

AMAZON COM INC

Shares:460.1K

Value:$87.5M

% of Portfolio:36.9% ($87.5M/$237.2M)

BERKSHIRE HATHAWAY INC

Shares:74

Value:$59.1M

% of Portfolio:24.9% ($59.1M/$237.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	95.7K	QoQ -0.27% (-265) YoY -1.81% (-1.8K)	All Managers (Combined)	$90.6M	38.2% ($90.6M/$237.2M)	QoQ +2.93% (-$2.6M) YoY +26.75% (-$19.1M)
AMAZON COM INC(AMZNcusip023135106)	460.1K	QoQ 0.00% (-0) YoY -1.46% (-6.9K)	All Managers (Combined)	$87.5M	36.9% ($87.5M/$237.2M)	QoQ -13.27% (-$13.4M) YoY +3.92% (-$3.3M)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	74	QoQ -1.33% (-1) YoY -10.84% (-9)	All Managers (Combined)	$59.1M	24.9% ($59.1M/$237.2M)	QoQ +15.69% (-$8.0M) YoY +12.20% (-$6.4M)