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Q4 2024 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
12/31/2024
Date filed
1/16/2025
Form type
13F-HR
Num holdings
40
Total value ($000)
$4,395,555
Net value change ($000)
+319,517 (7.8%)
New positions
5
Sold out positions
0
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/15/2024 Next filing: 4/9/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 314,603 7.8%
MCD 1,457 NEW
TSLA 1,101 53.9%
IVV 1,056 50.4%
ACWX 425 NEW
WMT 384 11.9%
ISTB 374 NEW
GVI 373 NEW
IJH 357 31.7%
BRK-B 282 103.7%
Top Reduces (Value $000, Stocks/ETFs)
AJG -931 -17.0%
RBLX -734 -16.2%
MDLZ -297 -19.0%
SCCO -243 -20.7%
IXUS -126 -7.3%
BILS -126 -5.0%
VT -96 -1.8%
SCZ -55 -8.1%
EFA -52 -7.1%
TTD -24 -8.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type