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Top holdings
#Stock% of portfolioThis quarter
1UBERUber Technologies Inc12.7%Added +15%
2BNBrookfield Corp12.6%Reduced -4%
3MSFTMicrosoft Corp11.9%Added +10%
4AMZNAmazon.com Inc10.5%Reduced -25%
5HHHHoward Hughes Holdings Inc10.2%Added +48%
6QSRRestaurant Brands Intern9.6%Added +14%
7METAMeta Platforms Inc9.2%Added +20%
8VVisa Inc5.8%New buy
9MAMastercard Inc5.6%New buy
10SPGIS&P Global Inc5.4%New buy
10 of these holdings are also in the Super Master top 50.
The remaining holdings and the full Super Master list are for members.
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