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Q4 2025 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
12/31/2025
Date filed
1/23/2026
Form type
13F-HR
Num holdings
43
Total value ($000)
$4,456,857
Net value change ($000)
-502,477 (-10.1%)
New positions
12
Sold out positions
10
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/27/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
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)
DASH 1,984 NEW
COIN 1,917 NEW
MQ 1,257 NEW
VTI 563 63.5%
RKT 541 NEW
IQLT 322 NEW
DBX 279 NEW
AVUV 267 NEW
AVLV 254 NEW
AVIV 250 NEW
Top Reduces (Value $000, Stocks/ETFs)
NVDA -490,600 -10.0%
WMT -3,195 -100.0%
BRK-B -3,017 -100.0%
AJG -2,342 -27.1%
RBLX -2,317 -41.5%
RKLB -1,677 -100.0%
AAPL -1,535 -77.6%
PM -1,379 -100.0%
MDLZ -1,327 -100.0%
SCCO -1,275 -100.0%
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