United American Securities (d/b/a Uas Asset Management) 13F annual report
United American Securities (d/b/a Uas Asset Management) is an investment fund managing more than $418 billion ran by Ali Granmayeh. There are currently 16 companies in Mr. Granmayeh’s portfolio. The largest investments include Berkshire Hathaway and Microsoft, together worth $214 billion.
$418 billion Assets Under Management (AUM)
As of 1st August 2024, United American Securities (d/b/a Uas Asset Management)’s top holding is 311,912 shares of Berkshire Hathaway currently worth over $127 billion and making up 30.5% of the portfolio value.
Relative to the number of outstanding shares of Berkshire Hathaway, United American Securities (d/b/a Uas Asset Management) owns more than approximately 0.1% of the company.
In addition, the fund holds 194,268 shares of Microsoft worth $86.8 billion, whose value fell 3.8% in the past six months.
The third-largest holding is Amazon.com worth $68 billion and the next is Costco Whsl Corp New worth $32.3 billion, with 38,006 shares owned.
Currently, United American Securities (d/b/a Uas Asset Management)'s portfolio is worth at least $418 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at United American Securities (d/b/a Uas Asset Management)
The United American Securities (d/b/a Uas Asset Management) office and employees reside in New York, New York. According to the last 13-F report filed with the SEC, Ali Granmayeh serves as the CCO at United American Securities (d/b/a Uas Asset Management).
Recent trades
In the most recent 13F filing, United American Securities (d/b/a Uas Asset Management) revealed that it had opened a new position in
Alphabet Inc and bought 64,570 shares worth $11.8 billion.
This means they effectively own approximately 0.1% of the company.
Alphabet Inc makes up
9.1%
of the fund's Technology sector allocation and has grown its share price by 21.9% in the past year.
The investment fund also strengthened its position in Meta Platforms Inc by buying
28,690 additional shares.
This makes their stake in Meta Platforms Inc total 43,190 shares worth $21.8 billion.
Meta Platforms Inc soared 56.4% in the past year.
On the other hand, there are companies that United American Securities (d/b/a Uas Asset Management) is getting rid of from its portfolio.
United American Securities (d/b/a Uas Asset Management) closed its position in Unitedhealth Inc on 8th August 2024.
It sold the previously owned 31,537 shares for $15.6 billion.
Ali Granmayeh also disclosed a decreased stake in Berkshire Hathaway by approximately 0.1%.
This leaves the value of the investment at $127 billion and 311,912 shares.
One of the average hedge funds
The two most similar investment funds to United American Securities (d/b/a Uas Asset Management) are Fountainhead Am and Leonard Rickey Investment Advisors P.l.l.c. They manage $417 billion and $417 billion respectively.
Ali Granmayeh investment strategy
United American Securities (d/b/a Uas Asset Management)’s portfolio is diversified across 5 sectors.
Currently, their heaviest sector is Technology — making up 31.0% of
the total portfolio value.
The fund focuses on investments in the United States as
62.5% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
63% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $734 billion.
The complete list of United American Securities (d/b/a Uas Asset Management) trades based on 13F SEC filings
These positions were updated on August 8th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Berkshire Hathaway Inc. |
3.33%
311,912
|
$127,497,636,000 | 30.54% |
| Microsoft Corporation |
2.73%
194,268
|
$86,828,083,000 | 20.80% |
| Amazon.com Inc. |
0.87%
352,133
|
$68,049,702,000 | 16.30% |
| Costco Whsl Corp New |
0.60%
38,006
|
$32,304,720,000 | 7.74% |
| Meta Platforms Inc |
197.86%
43,190
|
$21,777,262,000 | 5.22% |
| Apple Inc |
1.27%
95,194
|
$20,049,760,000 | 4.80% |
| Unitedhealth Group Inc |
Closed
31,537
|
$15,601,354,000 | |
| Alphabet Inc |
Opened
64,570
|
$11,761,426,000 | 2.82% |
| Taiwan Semiconductor Mfg Ltd |
175.22%
66,549
|
$11,566,882,000 | 2.77% |
| Lilly Eli Co |
58.69%
12,076
|
$10,933,369,000 | 2.62% |
| Tesla Inc |
181.36%
51,748
|
$10,239,894,000 | 2.45% |
| NVIDIA Corp |
Opened
50,943
|
$6,293,498,000 | 1.51% |
| CRH Plc |
Closed
37,045
|
$3,195,502,000 | |
| Uber Technologies Inc |
11.19%
40,000
|
$2,907,200,000 | 0.70% |
| Costar Group, Inc. |
No change
30,035
|
$2,226,795,000 | 0.53% |
| Asml Holding N V |
Opened
2,000
|
$2,045,460,000 | 0.49% |
| Novo-nordisk A S |
Opened
13,170
|
$1,879,886,000 | 0.45% |
| Pepsico Inc |
133.27%
6,998
|
$1,154,180,000 | 0.28% |
| No transactions found | |||
| Showing first 500 out of 18 holdings | |||
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