| # | 公司名称 | 报告期价 | 今日价 | 持仓市值 | 占比 % | 股数（季比） | 变动幅度 % |
|---|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc AMZN | $238.34 | — | $67M | 18.35% | 280K 313K | -10.3% -32K 股 |
| 2 | Brookfield Corp BN | $42.59 | — | $59M | 16.29% | 1.39M 1.39M | — |
| 3 | Berkshire Hathaway Inc Del BRK.B | $748850 | — | $47M | 12.95% | 63 63 | — |
| 4 | Markel Group Inc MKL | $1953.01 | — | $40M | 10.89% | 20K 23K | -9.98% -2K 股 |
| 5 | Ishares Tr SGOV | $100.67 | — | $39M | 10.59% | 383K 383K | — |
| 6 | Alphabet Inc GOOGL | $357.37 | — | $36M | 9.82% | 100K 100K | — |
| 7 | Tesla Inc TSLA | $420.6 | — | $20M | 5.47% | 47K 55K | -13.42% -7K 股 |
| 8 | Netflix Inc. NFLX | $71.4 | — | $20M | 5.41% | 276K 279K | -1.3% -4K 股 |
| 9 | Trupanion Inc TRUP | $24.77 | — | $19M | 5.28% | 776K 776K | — |
| 10 | Spotify Technology S A SPOT | $459.13 | — | $18M | 4.96% | 39K | 新建仓 |