|
Q1 2025
|
26 |
1,230,898 |
IJR, BRK-B, REGN, IBKR
|
13F-HR
|
5/13/2025 |
000147108525000003 |
|
Q4 2024
|
24 |
1,267,232 |
IJR, REGN, IBKR, GOOGL
|
13F-HR
|
2/10/2025 |
000147108525000001 |
|
Q3 2024
|
25 |
1,230,524 |
BRK-B, GOOGL, REGN, IBKR
|
13F-HR
|
11/4/2024 |
000147108524000014 |
|
Q2 2024
|
28 |
1,277,528 |
GOOGL, REGN, BRK-B, IBKR
|
13F-HR
|
8/7/2024 |
000147108524000007 |
|
Q1 2024
|
30 |
1,225,170 |
GOOGL, BRK-B, REGN, IBKR
|
13F-HR
|
5/13/2024 |
000147108524000006 |
|
Q4 2023
|
30 |
1,119,439 |
GOOGL, BRK-B, REGN, VISA INC-CLASS A SHARES
|
13F-HR
|
2/7/2024 |
000147108524000001 |
|
Q3 2023
|
28 |
992,793 |
BRK-B, GOOGL, REGN, IBKR
|
13F-HR
|
11/6/2023 |
000147108523000005 |
|
Q2 2023
|
32 |
1,036,621 |
BRK-B, GOOGL, REGN, IBKR
|
13F-HR
|
8/7/2023 |
000147108523000004 |
|
Q1 2023
|
30 |
861,943 |
BRK-B, REGN, GOOGL, IBKR
|
13F-HR
|
5/12/2023 |
000147108523000003 |
|
Q4 2022
|
27 |
792,577 |
BRK-B, REGN, GOOGL, IBKR
|
13F-HR
|
2/13/2023 |
000147108523000001 |
|
Q3 2022
|
28 |
802,940 |
BRK-B, GOOGL, REGN, HLF
|
13F-HR
|
11/2/2022 |
000147108522000007 |
|
Q2 2022
|
32 |
872,507 |
GOOGL, BRK-B, REGN, HLF
|
RESTATEMENT
|
8/8/2022 |
000147108522000006 |
|
Q2 2022
|
32 |
872,507 |
GOOGL, BRK-B, REGN, HLF
|
13F-HR
|
8/8/2022 |
000147108522000005 |
|
Q1 2022
|
31 |
1,190,119 |
IWM calls, GOOGL, IWO calls, REGN
|
13F-HR
|
5/13/2022 |
000147108522000003 |
|
Q4 2021
|
29 |
1,516,046 |
IWM calls, IWO calls, GOOGL, BRK-B
|
13F-HR
|
2/10/2022 |
000147108522000002 |
|
Q3 2021
|
27 |
1,366,775 |
IWM calls, SPY calls, IWO calls, GOOGL
|
13F-HR
|
11/9/2021 |
000147108521000005 |
|
Q2 2021
|
21 |
1,402,446 |
IWM calls, SPY calls, IWO calls, GOOGL
|
13F-HR
|
8/9/2021 |
000147108521000004 |
|
Q1 2021
|
17 |
881,649 |
IWM calls, BRK-B, GOOGL, HLF
|
13F-HR
|
4/13/2021 |
000147108521000003 |
|
Q4 2020
|
15 |
632,908 |
BRK-B, HLF, IBKR, V
|
13F-HR
|
2/3/2021 |
000147108521000001 |
|
Q3 2020
|
13 |
567,858 |
BRK-B, HLF, GOOGL, V
|
RESTATEMENT
|
12/16/2020 |
000147108520000011 |
|
Q2 2020
|
11 |
570,113 |
SPY calls, HLF, V, BRK-B
|
RESTATEMENT
|
8/11/2020 |
000147108520000008 |
|
Q1 2020
|
13 |
610,845 |
SPY puts, SPY calls, BRK-B, HLF
|
13F-HR
|
5/8/2020 |
000147108520000006 |
|
Q4 2019
|
9 |
515,466 |
SPY calls, BRK-B, HLF, V
|
13F-HR
|
1/29/2020 |
000147108520000001 |
|
Q3 2019
|
12 |
361,650 |
BRK-B, HLF, V, GOOGL
|
13F-HR
|
11/8/2019 |
000147108519000013 |
|
Q2 2019
|
11 |
280,590 |
BRK-B, V, HLF, GOOGL
|
13F-HR
|
8/13/2019 |
000147108519000009 |
|
Q1 2019
|
11 |
266,472 |
BRK-B, HLF, V, GOOGL
|
13F-HR
|
5/10/2019 |
000147108519000007 |
|
Q4 2018
|
10 |
250,692 |
BRK-B, HLF, V, GOOGL
|
13F-HR
|
2/13/2019 |
000147108519000005 |