| Issuer | % book | Business |
|---|
| $GOOGL · ALPHABET INC | 22.8% | Google parent — search, ads, YouTube, Android, Google Cloud |
| $GOOG · ALPHABET INC | 22.0% | Google parent — search, ads, YouTube, Android, Google Cloud |
| $PDD · PDD HOLDINGS INC | 14.7% | Pinduoduo and Temu e-commerce platforms |
| $BRK.B · BERKSHIRE HATHAWAY INC DEL | 13.4% | Buffett conglomerate — insurance, railroads, utilities, equities |
| $EWBC · EAST WEST BANCORP INC | 9.3% | US-Asia focused commercial bank |
| $BAC · BK OF AMERICA CORP | 4.6% | Money-center bank (Bank of America) |
| $OXY · OCCIDENTAL PETE CORP | 3.0% | Oil and gas exploration and production |
| $CROX · CROCS INC | 2.3% | Casual footwear maker (Crocs, Hey Dude) |
| $TME · TENCENT MUSIC ENTMT GROUP | 1.9% | |
| $SPGI · S&P GLOBAL INC | 1.6% | Credit ratings, indices and market data |