United American Securities Inc. (d/b/a UAS Asset Management) — 13F Holdings & Portfolio
CIK 1349353 · latest 13F-HR filed 2026-08-14
United American Securities Inc. (d/b/a UAS Asset Management) manages $464.1M in 13F-reported U.S. long-equity assets across 22 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are BRK.B (27.71%), AMZN (12.69%), GOOGL (9.86%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions, exited 1, added to 4, and trimmed 4.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
NEW YORK, NY 10017
$464.1M
Long-equity book
22
Distinct positions
2026-06-30
Filed 2026-08-14
+3 / −1 / ↑4 / ↓4
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- TAIWAN SEMICONDUCTOR MANUFAC$32.4M +116.4%
- NVIDIA CORPORATION$11.6M +124.4%
- AMAZON COM INC$9.6M +13.7%
- ALPHABET INC$8.8M +16.1%
Top Trims
- MICROSOFT CORP-$37.2M -73.2%
- META PLATFORMS INC-$28.1M -69.7%
- COSTCO WHOLESALE CORPORATION-$3.9M -10.5%
- APPLE INC-$1.2M -6.8%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $128.6M | 27.71% | 256,964 | SH |
| 2 | AMAZON COM INC | AMZN | 023135106 | $58.9M | 12.69% | 247,113 | SH |
| 3 | ALPHABET INC | GOOGL | 02079K305 | $45.8M | 9.86% | 128,077 | SH |
| 4 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $36.9M | 7.95% | 77,214 | SH |
| 5 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $33.3M | 7.17% | 35,587 | SH |
| 6 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $23.4M | 5.04% | 49,000 | SH |
| 7 | AMAZON COM INC | AMZN | 023135106 | $20.3M | 4.37% | 85,000 | SH |
| 8 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $20.0M | 4.31% | 40,000 | SH |
| 9 | ALPHABET INC | GOOGL | 02079K305 | $17.9M | 3.85% | 50,000 | SH |
| 10 | NVIDIA CORPORATION | NVDA | 67066G104 | $17.9M | 3.85% | 89,240 | SH |
| 11 | APPLE INC | AAPL | 037833100 | $16.9M | 3.65% | 58,513 | SH |
| 12 | MICROSOFT CORP | MSFT | 594918104 | $8.0M | 1.73% | 21,466 | SH |
| 13 | SPACE EXPLORATION TECHN CORP | SPCX | 84615Q103 | $7.1M | 1.52% | 41,365 | SH |
| 14 | META PLATFORMS INC | META | 30303M102 | $6.5M | 1.41% | 11,609 | SH |
| 15 | META PLATFORMS INC | META | 30303M102 | $5.6M | 1.21% | 10,000 | SH |
| 16 | MICROSOFT CORP | MSFT | 594918104 | $5.6M | 1.21% | 15,000 | SH |
| 17 | ELI LILLY & CO | LLY | 532457108 | $4.8M | 1.03% | 4,000 | SH |
| 18 | NVIDIA CORPORATION | NVDA | 67066G104 | $3.0M | 0.65% | 15,000 | SH |
| 19 | SPACE EXPLORATION TECHN CORP | SPCX | 84615Q103 | $2.1M | 0.46% | 12,500 | SH |
| 20 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $748.9K | 0.16% | 1 | SH |
| 21 | AIRBNB INC | ABNB | 009066101 | $572.4K | 0.12% | 4,000 | SH |
| 22 | ELI LILLY & CO | LLY | 532457108 | $239.9K | 0.05% | 200 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $464.1M | 22 | 0000919574-26-005290 |
| 2026-03-31 | 2026-05-14 | $458.3M | 19 | 0000919574-26-003005 |
| 2025-12-31 | 2026-02-17 | $474.2M | 16 | 0001349353-26-000003 |
| 2025-09-30 | 2025-11-12 | $472.6M | 14 | 0001349353-25-000009 |