Canonical: https://ownershiptrace.com/13f/holdings

# Elite Investor holdings

Long-share positions and changes in the latest reporting quarter.

## Reported holdings (up to 20)

| Investor | Company | Report period | Reported value (USD) | Portfolio weight | Change |
|  --- | --- | --- | --- | --- | --- |
| [D.E. Shaw](https://ownershiptrace.com/13f/investors/98) | [WESTERN DIGITAL CORP](https://ownershiptrace.com/13f/holdings/98/403/share) | 2026-06-30 | 1214709393.00 | 0.75% | trim |
| [Alphabet](https://ownershiptrace.com/13f/investors/86) | [SPACE EXPLORATION TECHNOLOGIES CORP](https://ownershiptrace.com/13f/holdings/86/34592/share) | 2026-06-30 | 94176237970.00 | 95.05% | new |
| [Nvidia Corp](https://ownershiptrace.com/13f/investors/85) | [SPACE EXPLORATION TECHNOLOGIES CORP](https://ownershiptrace.com/13f/holdings/85/34592/share) | 2026-06-30 | 20975594582.00 | 33.06% | new |
| [First Eagle Investment Management](https://ownershiptrace.com/13f/investors/32) | [Strategy Inc](https://ownershiptrace.com/13f/holdings/32/1359/share) | 2026-06-30 | 17236000.00 | 0.03% | trim |
| [Berkshire Hathaway](https://ownershiptrace.com/13f/investors/84) | [Alphabet Inc.](https://ownershiptrace.com/13f/holdings/84/37/share) | 2026-06-30 | 37764088383.00 | 12.62% | add |
| [D.E. Shaw](https://ownershiptrace.com/13f/investors/98) | [Duke Energy CORP](https://ownershiptrace.com/13f/holdings/98/1658/share) | 2026-06-30 | 23999062.00 | 0.01% | trim |
| [D.E. Shaw](https://ownershiptrace.com/13f/investors/98) | [SPDR S&P 500 ETF TRUST](https://ownershiptrace.com/13f/holdings/98/385/share) | 2026-06-30 | 10475861318.00 | 6.47% | add |
| [D.E. Shaw](https://ownershiptrace.com/13f/investors/98) | [Okta, Inc.](https://ownershiptrace.com/13f/holdings/98/583/share) | 2026-06-30 | 18838423.00 | 0.01% | trim |
| [D.E. Shaw](https://ownershiptrace.com/13f/investors/98) | [Lumentum Holdings Inc.](https://ownershiptrace.com/13f/holdings/98/533/share) | 2026-06-30 | 642372255.00 | 0.40% | trim |
| [D.E. Shaw](https://ownershiptrace.com/13f/investors/98) | [Ventas, Inc.](https://ownershiptrace.com/13f/holdings/98/695/share) | 2026-06-30 | 33911299.00 | 0.02% | trim |
| [D.E. Shaw](https://ownershiptrace.com/13f/investors/98) | [Snowflake Inc.](https://ownershiptrace.com/13f/holdings/98/168/share) | 2026-06-30 | 53397409.00 | 0.03% | trim |
| [Situational Awareness](https://ownershiptrace.com/13f/investors/21) | [MICRON TECHNOLOGY INC](https://ownershiptrace.com/13f/holdings/21/283/share) | 2026-06-30 | 5573819392.00 | 27.64% | add |
| [Atreides Management](https://ownershiptrace.com/13f/investors/5) | [SPACE EXPLORATION TECHNOLOGIES CORP](https://ownershiptrace.com/13f/holdings/5/34592/share) | 2026-06-30 | 4670106641.00 | 41.89% | new |
| [D.E. Shaw](https://ownershiptrace.com/13f/investors/98) | [BridgeBio Pharma, Inc.](https://ownershiptrace.com/13f/holdings/98/920/share) | 2026-06-30 | 270586362.00 | 0.17% | trim |
| [Dodge & Cox Funds](https://ownershiptrace.com/13f/investors/29) | [Booking Holdings Inc.](https://ownershiptrace.com/13f/holdings/29/85/share) | 2026-06-30 | 4551705968.00 | 2.38% | add |
| [D.E. Shaw](https://ownershiptrace.com/13f/investors/98) | [Alphabet Inc.](https://ownershiptrace.com/13f/holdings/98/37/share) | 2026-06-30 | 6206230461.00 | 3.83% | add |
| [D.E. Shaw](https://ownershiptrace.com/13f/investors/98) | [MICRON TECHNOLOGY INC](https://ownershiptrace.com/13f/holdings/98/283/share) | 2026-06-30 | 887386987.00 | 0.55% | trim |
| [Situational Awareness](https://ownershiptrace.com/13f/investors/21) | [Sandisk Corp](https://ownershiptrace.com/13f/holdings/21/290/share) | 2026-06-30 | 5673738513.00 | 28.13% | add |
| [Renaissance Technologies LLC](https://ownershiptrace.com/13f/investors/63) | [MICRON TECHNOLOGY INC](https://ownershiptrace.com/13f/holdings/63/283/share) | 2026-06-30 | 244224678.00 | 0.34% | trim |
| [Dodge & Cox Funds](https://ownershiptrace.com/13f/investors/29) | [VISA INC.](https://ownershiptrace.com/13f/holdings/29/104/share) | 2026-06-30 | 1858630377.00 | 0.97% | add |

Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.

This public summary shows the default reporting scope. Enable JavaScript for interactive filters, charts, and additional rows.

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