Hedge Fund - Patient Capital Management

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No. Security Ticker Shares Value Activity % Port History
1. GOOGL 613,333 $149,101,308 +1% 5.97%
2. C 1,310,407 $133,006,291 -3% 5.32%
3. UNH 371,363 $128,231,547 +94% 5.13%
4. QXO 6,537,027 $124,595,740 -1% 4.99%
5. AMZN 561,976 $123,393,060 -1% 4.94%