Managers

8 positions · as of December 31, 2023 · Matterport Inc · Ralph Lauren Corp · Pinterest Inc

47 positions · as of September 30, 2022 · Inflection Point Acqustn Cor · Paysafe Limited · Th International Limited

32 positions · as of December 31, 2013 · Barrick Gold Corp · Kt Corp · Bhp Billiton Ltd

22 positions · as of June 30, 2026 · Strategy Inc · Super Micro Computer Inc · Ishares Bitcoin Trust ETF

22 positions · as of June 30, 2026 · Valero Energy Ord · Rtx Ord · Analog Devices Ord

68 positions · as of September 30, 2013 · SPDR S&P 500 ETF Tr · Ishares · Select Sector SPDR Tr

58 positions · as of September 30, 2015 · Federal National Mortgage Association · Jinkosolar · Proshares Ultrashort 20+ Year Treasury

1 positions · as of September 30, 2013 · Ambient Corp

100 positions · as of December 31, 2014 · Triquint Semiconductor Inc · Alibaba Group Hldg Ltd · Discovery Communicatns New

81 positions · as of December 31, 2024 · Teva Pharmaceutical Inds Ltd · Dynamix Corp · Rigel Resource Acq Corp

3 positions · as of December 31, 2022 · Grab Holdings Ltd Cl A · Nu Holdings Ltd Cayman Isl A · Ptc Therapeutics Inc

2 positions · as of June 30, 2026 · H World Group Ltd · Kt Corp

73 positions · as of September 30, 2014 · Union Pacific · Apple Inc. · Nike, Inc. 'b'

33 positions · as of September 30, 2015 · Delta Air Lines Inc Del · Gilead Sciences Inc · Apple Inc

14 positions · as of December 31, 2016 · SPDR S&P 500 ETF Tr · Ctrip Com Intl Ltd · Intuit

28 positions · as of December 31, 2025 · Carlyle Group Inc · Apollo Global Mgmt Inc · Nextera Energy Inc

24 positions · as of March 31, 2014 · Cognizant Tech Solutions Cl A · Flowserve Cp · Waters Corp

18 positions · as of September 30, 2026 · Ishares Tr · State Str SPDR S&P 500 ETF T · J P Morgan Exchange Traded F

13 positions · as of June 30, 2016 · Bgc Partners Inc · Norbord Inc · Macquarie Infrastructure Cor

235 positions · as of December 31, 2021 · Vanguard S&P 500 ETF · SPDR S&P 500 ETF · Schwab Us Dividend Equity ETF

19 positions · as of September 30, 2019 · SPDR S&P 500 ETF Tr · Nexstar Media Group Inc · Gray Television Inc

2 positions · as of September 30, 2025 · Kyverna Therapeutics Inc · Allogene Therapeutics Inc

15 positions · as of September 30, 2016 · Vanguard Short Term Corp Bond · Wisdom Tree Large Cap Dividend · Wisdom Tree Small Cap Dividend

20 positions · as of September 30, 2021 · Taiwan Semiconductor Manufacturing Company, Ltd - Sp ADR · Quanta Services Inc · Charles River Laboratories