Holdings
Intrinsic Value Partners, LLC
As of Jun 30, 2026, Intrinsic Value Partners, LLC reported 63 positions worth US$127M. Largest: Alphabet Inc (google) Class C, Berkshire Hathaway Inc. and Taiwan Semiconductor Manufacturing Co., Ltd. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 67,161 | US$24M | −4,092 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 31,674 | US$15.8M | −44 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 20,063 | US$9.58M | −355 | Jun 30, 2026 |
| Ge Aerospace | 16,138 | US$6.03M | no change | Jun 30, 2026 |
| St. Joe Company (the) | 91,091 | US$5.71M | −1,400 | Jun 30, 2026 |
| Meta Platforms, Inc. | 8,762 | US$4.94M | −12 | Jun 30, 2026 |
| Charles Schwab Corporation (the) | 52,280 | US$4.82M | −90 | Jun 30, 2026 |
| Applied Materials, Inc. | 4,877 | US$3.53M | −5 | Jun 30, 2026 |
| The Bank Of New York Mellon Corporation | 24,074 | US$3.48M | −1,240 | Jun 30, 2026 |
| Microsoft Corp. | 8,347 | US$3.11M | no change | Jun 30, 2026 |