13F HOLDINGS REPORT
Crake Asset Management LLP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001789082-25-000003
Total Value
$926.9M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 641,473 | $270.4M | 29.17% |
| 2 | ADVANCED MICRO DEVICES INC | AMD | 1,652,945 | $199.7M | 21.54% |
| 3 | ALPHABET INC | GOOG | 749,000 | $142.6M | 15.39% |
| 4 | AMAZON COM INC | AMZN | 647,500 | $142.1M | 15.33% |
| 5 | DISNEY WALT CO | 254687106 | 1,075,149 | $119.7M | 12.92% |
| 6 | HCA HEALTHCARE INC | HCA | 69,087 | $20.7M | 2.24% |
| 7 | MARRIOTT INTL INC NEW | 571903202 | 44,300 | $12.4M | 1.33% |
| 8 | FREEPORT-MCMORAN INC | FCX | 264,623 | $10.1M | 1.09% |
| 9 | BANK AMERICA CORP | 060505104 | 210,000 | $9.2M | 1.00% |