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Moves
| Date | Move | Link |
|---|---|---|
| May 15, 2026 | Trimmed BN by 3% to 59.70M shares ($2.42B) | |
| May 15, 2026 | Trimmed GOOGL by 95% to 32,376 shares ($9.31M) | |
| May 15, 2026 | Trimmed GOOG by 95% to 311,726 shares ($89.42M) | |
| May 15, 2026 | New position MSFT: 5.65M shares ($2.09B) | |
| May 15, 2026 | Sold out of HLT (had 3.03M shares) | |
| May 15, 2026 | Added to AMZN +19% to 11.45M shares ($2.39B) |