One arc per holding, largest first, clockwise from the top. Its length is that position’s share of the value this filing reports; its colour is its verdict, and the key above says which is which — the same four states the Screen column shows below. Arcs sit at their true angular size, so a book whose reported weights do not account for the whole leaves the track showing rather than being stretched to close the circle. Nothing here is estimated: a position the filing gives no weight for is left out, and the count of what was left out is in the image’s own description rather than guessed at.
| Symbol | Name | Weight | Value | Screen |
|---|---|---|---|---|
| AMZN | AMAZON COM INC | 15.43% | $1,191,700,000 | Questionable |
| MU | MICRON TECHNOLOGY INC | 14.57% | $1,125,432,750 | Halal |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 10.20% | $787,990,500 | Halal |
| GOOG | ALPHABET INC | 8.46% | $653,660,500 | Questionable |
| UBER | UBER TECHNOLOGIES INC | 7.19% | $555,204,163 | Halal |
| EWY | ISHARES INC | 6.34% | $489,607,500 | Not halal |
| META | META PLATFORMS INC | 4.92% | $380,220,750 | Questionable |
| VST | VISTRA CORP | 4.55% | $351,408,597 | Not halal |
| NVDA | NVIDIA CORPORATION | 3.95% | $305,137,250 | Halal |
| NRG | NRG ENERGY INC | 3.33% | $257,065,600 | Not halal |
| AAPL | APPLE INC | 3.13% | $241,615,600 | Halal |
| BABA | ALIBABA GROUP HLDG LTD | 2.48% | $191,960,000 | Halal |
| BA | BOEING CO | 2.24% | $173,176,000 | Not halal |
| LRCX | LAM RESEARCH CORP | 2.15% | $165,748,725 | Halal |
| BIDU | BAIDU INC | 1.92% | $148,005,550 | Not halal |
| AAL | AMERICAN AIRLINES GROUP INC | 1.75% | $135,525,000 | Not halal |
| AMD | ADVANCED MICRO DEVICES INC | 1.49% | $114,729,725 | Halal |
| CRWV | COREWEAVE INC | 1.39% | $107,328,806 | Not halal |
| ASMLF | ASML HLDG NV | 1.29% | $99,472,000 | Not screened |
| AVGO | BROADCOM INC | 0.73% | $56,662,500 | Halal |
| QCOM | QUALCOMM INC | 0.60% | $46,197,500 | Halal |
| SPCX | SPACE EXPLORATION TECHN CORP | 0.50% | $38,443,500 | Not halal |
| ET | ENERGY TRANSFER L P | 0.39% | $30,135,510 | Not halal |
| MPLX | MPLX LP | 0.37% | $28,303,572 | Not halal |
| WHR | WHIRLPOOL CORP | 0.36% | $28,185,300 | Not halal |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 0.16% | $12,509,750 | Not screened |
| GT | GOODYEAR TIRE & RUBR CO | 0.13% | $9,956,701 | Questionable |
Holdings from SEC Form 13F, which is public record. A 13F covers US-listed equity positions only — not cash, bonds, foreign listings or short positions — and is filed up to 45 days after the quarter it describes, so this is a snapshot of 2026-06-30 rather than of today. Verdicts are this platform’s own and are not David Tepper’s view.