Intrinsic Value Partners, LLC — 13F holdings

Intrinsic Value Partners, LLC reported 73 holdings worth $146M in its 13F filing for Q2 2026, filed July 14, 2026.

Largest positions

1. GOOG ALPHABET INC — $15.7M (10.7%)
2. BRK.B BERKSHIRE HATHAWAY INC DEL — $15.1M (10.3%)
3. TSM TAIWAN SEMICONDUCTOR MFG LTD — $9.58M (6.5%)
4. GOOGL ALPHABET INC — $8.27M (5.7%)
5. VTV VANGUARD INDEX FDS — $6.28M (4.3%)
6. GE GE AEROSPACE — $6.03M (4.1%)
7. JOE ST JOE CO — $5.71M (3.9%)
8. META META PLATFORMS INC — $4.94M (3.4%)
9. SCHW SCHWAB CHARLES CORP — $4.82M (3.3%)
10. AMAT APPLIED MATLS INC — $3.53M (2.4%)