CIK: 0001636441
Total reported value
$87.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Stock-Other | 35.49% | — | — | ||
| 2 | AMZN | Amazon.com INC | Stock-Consumer Disc | 27.45% | — | — | |
| 3 | TRIP | Tripadvisor INC | Stock-Other | 26.27% | — | — | |
| 4 | TRUP | Trupanion INC | Stock-Other | 10.79% | — | +9.90% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | +11.8% | — | Unchanged | |
| 2 | AMZN | Amazon.com INC | +5.8% | — | Unchanged |
| 3 | TRUP | Trupanion INC | +3.7% | +9.90% | Add |
| 4 | ✓ | Linkedin CORP | — | EXIT | Sold out |
| 5 | TRIP | Tripadvisor INC | — | NEW | New buy |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | — | EXIT | Sold out |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | — | EXIT | Sold out |