Q3 2025 · 13F-HR
United American Securities Inc. (d/b/a UAS Asset Management)holdings as filed
Filed 2025-11-12 · accession 0001349353-25-000009
$472.6M
Reported value
14
Positions
2025-09-30
Period end
The Brief · United American Securities Inc. (d/b/a UAS Asset Management) · Q3 2025
AI · grounded in 13F
United American Securities Inc. (d/b/a UAS Asset Management) established a new position in BRK/B valued at $158.6M. The fund also initiated new stakes in AMZN for $68.2M and MSFT for $63M. Additional new positions include GOOGL, COST, and META. The fund ended the period with 14 positions and total AUM of $472.6M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $158.6M | 33.6% | 315,410 | Common | SHARED |
| 023135106 | AMZN | AMAZON COM INC | $68.2M | 14.4% | 310,659 | Common | SHARED |
| 594918104 | MSFT | MICROSOFT CORP | $63.0M | 13.3% | 121,588 | Common | SHARED |
| 02079K305 | GOOGL | ALPHABET INC | $38.6M | 8.16% | 158,614 | Common | SHARED |
| 22160K105 | COST | COSTCO WHOLESALE CORP NEW | $35.5M | 7.52% | 38,403 | Common | SHARED |
| 30303M102 | META | META PLATFORMS INC | $34.0M | 7.19% | 46,265 | Common | SHARED |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $24.2M | 5.11% | 246,692 | Common | SHARED |
| 67066G104 | NVDA | NVIDIA CORP | $16.4M | 3.46% | 87,725 | Common | SHARED |
| 037833100 | AAPL | APPLE INC | $15.6M | 3.30% | 61,181 | Common | SHARED |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $8.6M | 1.82% | 30,714 | Common | SHARED |
| 478160104 | JNJ | JOHNSON & JOHNSON | $4.1M | 0.86% | 21,903 | Common | SHARED |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $3.6M | 0.76% | 20,000 | Common | SHARED |
| 722304102 | PDD | PDD HOLDINGS INC | $1.7M | 0.35% | 12,500 | Common | SHARED |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $754,200 | 0.16% | 1 | Common | SHARED |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.