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 $415,717,948 across 11 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 99.81% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001349353-25-000005
- Period
- 2025-03-31
- Reported value
- $416M
- Holdings
- 11
- Top 10 weight
- 99.81%
- New
- 1
- Sold out
- 5
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| UBERadded | +162,057 | $11.8M |
| AMZNadded | +44,947 | $8.55M |
| COSTadded | +5,740 | $5.43M |
| NVDAnew | +30,100 | $3.26M |
| CBadded | +5,785 | $1.75M |
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 |
|---|---|---|
| GOOGLexited | -83,924 | -$15.9M |
| AAPLreduced | -41,587 | -$9.24M |
| TSLAexited | -10,021 | -$4.05M |
| ROCKET LAB USA INCexited | -122,640 | -$3.12M |
| ASMLexited | -4,000 | -$2.77M |
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, Q1 2025
Share positions as resolved from 13F-HR 0001349353-25-000005, largest first. % of portfolio is the value over $415,717,948, 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 | 315,188 | $168M | 40.38% | -2,381 | Timeline | ||
| AMZNAMAZON COM INC | 407,455 | $77.5M | 18.65% | +44,947 | Timeline | ||
| MSFTMICROSOFT CORP | 118,324 | $44.4M | 10.68% | -1,790 | Timeline | ||
| COSTCOSTCO WHOLESALE CORPORATION | 43,461 | $41.1M | 9.89% | +5,740 | Timeline | ||
| METAMETA PLATFORMS INC | 41,469 | $23.9M | 5.75% | +332 | Timeline | ||
| UBERUBER TECHNOLOGIES INC | 244,220 | $17.8M | 4.28% | +162,057 | Timeline | ||
| TSMTAIWAN SEMICONDUCTOR MANUFAC | 83,802 | $13.9M | 3.35% | +2,214 | Timeline | ||
| CBCHUBB LIMITED | 46,031 | $13.9M | 3.34% | +5,785 | Timeline | ||
| AAPLAPPLE INC | 50,614 | $11.2M | 2.7% | -41,587 | Timeline | ||
| NVDANVIDIA CORPORATION | 30,100 | $3.26M | 0.78% | new | Timeline | ||
| BRK-ABERKSHIRE HATHAWAY INC DEL | 1 | $798K | 0.19% | 0 | Timeline |
Sold out in Q1 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| GOOGLALPHABET INC | 83,924 | $15.9M | shares |
| TSLATESLA INC | 10,021 | $4.05M | shares |
| ROCKET LAB USA INCROCKET LAB USA INC | 122,640 | $3.12M | shares |
| ASMLASML HLDG NV | 4,000 | $2.77M | shares |
| MANUMANCHESTER UTD PLC NEW | 10,000 | $174K | shares |
How Q1 2025 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 0001349353-25-000005 | base | 2025-05-15 | acceptance time not in the bulk data set |