United American Securities Inc. (d/b/a UAS Asset Management)
Follow13F filer, CIK 1349353, NEW YORK, NY
United American Securities Inc. (d/b/a UAS Asset Management) reported $414,717,008 across 15 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-14. Its ten largest share positions make up 97.4% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001349353-25-000002
- Period
- 2024-12-31
- Reported value
- $415M
- Holdings
- 15
- Top 10 weight
- 97.4%
- New
- 5
- Sold out
- 1
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| GOOGLnew | +83,924 | $15.9M |
| UBERadded | +76,288 | $4.6M |
| TSLAnew | +10,021 | $4.05M |
| ROCKET LAB USA INCnew | +122,640 | $3.12M |
| BRK-Badded | +6,454 | $2.93M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| MSFTreduced | -73,547 | -$31M |
| LLYexited | -4,840 | -$4.29M |
| AMZNreduced | -17,175 | -$3.77M |
| METAreduced | -4,302 | -$2.52M |
| TSMreduced | -7,279 | -$1.44M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q4 2024
Share positions as resolved from 13F-HR 0001349353-25-000002, largest first. % of portfolio is the value over $414,717,008, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| BRK-BBERKSHIRE HATHAWAY INC DEL | 317,569 | $144M | 34.71% | +6,454 | Timeline | ||
| AMZNAMAZON COM INC | 362,508 | $79.5M | 19.18% | -17,175 | Timeline | ||
| MSFTMICROSOFT CORP | 120,114 | $50.6M | 12.21% | -73,547 | Timeline | ||
| COSTCOSTCO WHOLESALE CORPORATION | 37,721 | $34.6M | 8.33% | +193 | Timeline | ||
| METAMETA PLATFORMS INC | 41,137 | $24.1M | 5.81% | -4,302 | Timeline | ||
| AAPLAPPLE INC | 92,201 | $23.1M | 5.57% | +550 | Timeline | ||
| TSMTAIWAN SEMICONDUCTOR MANUFAC | 81,588 | $16.1M | 3.89% | -7,279 | Timeline | ||
| GOOGLALPHABET INC | 83,924 | $15.9M | 3.83% | new | Timeline | ||
| CBCHUBB LIMITED | 40,246 | $11.1M | 2.68% | -4,861 | Timeline | ||
| UBERUBER TECHNOLOGIES INC | 82,163 | $4.96M | 1.2% | +76,288 | Timeline | ||
| TSLATESLA INC | 10,021 | $4.05M | 0.98% | new | Timeline | ||
| ROCKET LAB USA INCROCKET LAB USA INC | 122,640 | $3.12M | 0.75% | new | |||
| ASMLASML HLDG NV | 4,000 | $2.77M | 0.67% | new | Timeline | ||
| BRK-ABERKSHIRE HATHAWAY INC DEL | 1 | $681K | 0.16% | 0 | Timeline | ||
| MANUMANCHESTER UTD PLC NEW | 10,000 | $174K | 0.04% | new | Timeline |
Sold out in Q4 2024
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| LLYELI LILLY & CO | 4,840 | $4.29M | shares |
How Q4 2024 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001349353-25-000002 | base | 2025-02-14 | acceptance time not in the bulk data set |