Holdings
Focused Appreciation Portfolio
As of Jun 30, 2026, Focused Appreciation Portfolio reported 33 positions worth US$1.4B. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Tesla, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 905K | US$181M | −3,731 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 425K | US$152M | −8,731 | Jun 30, 2026 |
| Tesla, Inc. | 287K | US$121M | −5,008 | Jun 30, 2026 |
| Meta Platforms, Inc. | 163K | US$91.8M | −2,936 | Jun 30, 2026 |
| Amazon.com, Inc. | 355K | US$84.6M | no change | Jun 30, 2026 |
| Visa Inc. | 204K | US$70M | −3,360 | Jun 30, 2026 |
| Boeing Company (the) | 318K | US$68.8M | −5,644 | Jun 30, 2026 |
| Microsoft Corp. | 172K | US$64.3M | +39,362 | Jun 30, 2026 |
| Netflix, Inc. | 850K | US$60.7M | −15,240 | Jun 30, 2026 |
| Monster Beverage Corporation | 559K | US$53.7M | −15,345 | Jun 30, 2026 |