$408 Million is the total value of United American Securities Inc. (d/b/a UAS Asset Management)'s 28 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ZI | New | ZOOMINFO TECHNOLOGIES INC CL A | $7,753,000 | – | 148,603 | +100.0% | 1.90% | – |
| SE | New | SEA LTDspon ads | $2,746,000 | – | 10,000 | +100.0% | 0.67% | – |
| BABA | New | ALIBABA GROUP HLDG LTDspon ads | $2,449,000 | – | 10,800 | +100.0% | 0.60% | – |
| UBER | New | UBER TECHNOLOGIES INC COM | $1,629,000 | – | 32,500 | +100.0% | 0.40% | – |
| VERV | New | VERVE THERAPEUTICS INC COM | $1,506,000 | – | 25,000 | +100.0% | 0.37% | – |
| SHOP | New | SHOPIFY INC CL A | $1,461,000 | – | 1,000 | +100.0% | 0.36% | – |
| NIO | New | NIO INC SHS Aspon ads | $1,330,000 | – | 25,000 | +100.0% | 0.33% | – |
| SQ | New | SQUARE INC CL A | $975,000 | – | 4,000 | +100.0% | 0.24% | – |
| UNH | New | UNITEDHEALTH GROUP INC COM | $801,000 | – | 2,000 | +100.0% | 0.20% | – |
| NOW | New | SERVICENOW INC COM | $550,000 | – | 1,000 | +100.0% | 0.14% | – |
| DE | New | DEERE & CO | $353,000 | – | 1,000 | +100.0% | 0.09% | – |
| CRM | New | SALESFORCE.COM INC | $244,000 | – | 1,000 | +100.0% | 0.06% | – |
| CPNG | New | COUPANG INC CL A | $209,000 | – | 5,000 | +100.0% | 0.05% | – |
| DIDI | New | DIDI GLOBAL INC SPONSORED ADSspon ads | $141,000 | – | 10,000 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 42 | Q3 2023 | 41.6% |
| BERKSHIRE HATHAWAY INC DEL CL A | 42 | Q3 2023 | 0.4% |
| AMAZON COM INC | 33 | Q3 2023 | 25.4% |
| COCA COLA COMPANY | 33 | Q4 2022 | 7.9% |
| MICROSOFT CORP COM | 32 | Q3 2023 | 20.6% |
| UNITEDHEALTH GROUP INC COM | 32 | Q3 2023 | 9.0% |
| APPLE INC COM | 28 | Q3 2023 | 20.2% |
| JOHNSON & JOHNSON COM | 26 | Q2 2023 | 9.5% |
| META PLATFORMS INC CL A | 26 | Q3 2023 | 7.7% |
| BK OF AMER CORP | 24 | Q2 2022 | 15.7% |
View United American Securities Inc. (d/b/a UAS Asset Management)'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR/A | 2023-08-15 |
| 13F-HR/A | 2023-08-15 |
| 13F-HR/A | 2023-08-15 |
| 13F-HR/A | 2023-08-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR/A | 2023-05-15 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
View United American Securities Inc. (d/b/a UAS Asset Management)'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.