United American Securities Inc. (d/b/a UAS Asset Management) — 13F holdings

United American Securities Inc. (d/b/a UAS Asset Management) reported 22 holdings worth $464M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. BRK.B BERKSHIRE HATHAWAY INC DEL — $149M (32.0%)
2. AMZN AMAZON COM INC — $79.2M (17.1%)
3. GOOGL ALPHABET INC — $63.6M (13.7%)
4. TSM TAIWAN SEMICONDUCTOR MFG LTD — $60.3M (13.0%)
5. COST COSTCO WHSL CORP NEW — $33.3M (7.2%)
6. NVDA NVIDIA CORPORATION — $20.9M (4.5%)
7. AAPL APPLE INC — $16.9M (3.6%)
8. MSFT MICROSOFT CORP — $13.6M (2.9%)
9. META META PLATFORMS INC — $12.2M (2.6%)
10. SPCX SPACE EXPLORATION TECHN CORP — $9.20M (2.0%)