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Partners III Opportunity Fund (WPOPX) is an MF managed by Independent / Boutique. Its largest position is BERKSHIRE HATHAWAY INC (BRK.B), representing 16.50% of fund assets.

Partners III Opportunity Fund Portfolio Holdings

Source: SEC Form N-PORT institutional portfolio disclosures

Ticker:
WPOPX
Type:
MF
Manager:
Independent / Boutique
Total Assets:
—
Report Date:
Mar 31, 2026
Filing Date:
May 28, 2026
Showing 24 out of 24 holdings
Holding Weight Market Value Shares
-
BERKSHIRE HATHAWAY INC
16.50% $51,753,600.00 108,000
-
Alphabet Inc.
5.94% $18,645,900.00 65,000
-
MICROSOFT CORP
5.90% $18,508,500.00 50,000
-
THERMO FISHER SCIENTIFIC INC.
5.48% $17,203,550.00 35,000
-
VISA INC.
5.30% $16,623,200.00 55,000
-
DANAHER CORP /DE/
4.83% $15,168,000.00 80,000
-
Mastercard Inc
4.78% $14,989,800.00 30,000
-
AMAZON COM INC
4.65% $14,578,900.00 70,000
-
SIRIUS XM HOLDINGS INC.
4.63% $14,540,400.00 630,000
-
Aon plc
4.63% $14,525,100.00 45,000
-
IDEX CORP /DE/
4.23% $13,268,500.00 70,000
-
TEXAS INSTRUMENTS INC
4.02% $12,619,100.00 65,000
-
LIBERTY BROADBAND-C
3.85% $12,072,000.00 240,000
-
Meta Platforms, Inc.
3.65% $11,442,600.00 20,000
-
EURONET WORLDWIDE, INC.
3.38% $10,619,200.00 160,000
-
BIO-TECHNE Corp
3.16% $9,929,400.00 190,000
-
GLOBAL PAYMENTS INC
2.57% $8,076,000.00 120,000
-
JPMORGAN U.S. GOVERNMENT MONEY MARKET FUND
2.47% $7,756,908.97 7,756,909
-
Accenture plc
1.58% $4,957,250.00 25,000
-
Vulcan Materials CO
1.30% $4,084,500.00 15,000
-
POOL CORP
0.97% $3,034,950.00 15,000
-
Salesforce, Inc.
0.89% $2,800,050.00 15,000
-
LIBERTY BROADBAND-A
0.64% $2,008,800.00 40,000
-
NORTHERN FUNDS: US GOVERNMENT SELECT MONEY MARKET FUND
0.00% $0.28 0
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