| # | 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 | $208.27 | — | $65M | 18.91% | 313K 316K | -1.19% -4K 股 |
| 2 | Brookfield Corp BN | $40.47 | — | $56M | 16.37% | 1.39M 1.41M | -1.47% -21K 股 |
| 3 | Berkshire Hathaway Inc Del BRK.B | $718140 | — | $45M | 13.14% | 63 67 | -5.97% -4 股 |
| 4 | Markel Group Inc MKL | $1914.07 | — | $43M | 12.54% | 23K 23K | -1.53% -350 股 |
| 5 | Ishares Tr SGOV | $100.66 | — | $39M | 11.2% | 383K | 新建仓 |
| 6 | Alphabet Inc GOOGL | $287.56 | — | $29M | 8.36% | 100K 101K | -1.11% -1K 股 |
| 7 | Netflix Inc. NFLX | $96.15 | — | $27M | 7.8% | 279K | 新建仓 |
| 8 | Tesla Inc TSLA | $371.75 | — | $20M | 5.91% | 55K 62K | -11.86% -7K 股 |
| 9 | Trupanion Inc TRUP | $25.61 | — | $20M | 5.78% | 776K 776K | — |