{
  "contract": "grizzly-bulls-public-equity-positions-v1",
  "researchSlug": "billionaire-public-equity-positions",
  "title": "Billionaire Public-Equity Positions Dataset",
  "version": "1.0",
  "dataAsOf": "2026-09-06",
  "methodologyVersion": "seo-authority-billionaire-public-equity-positions-v1",
  "scope": "Reviewed SEC public-equity position relationships only. Security classes and observation scopes remain separate; current market values and net worth are excluded.",
  "summary": {
    "relationships": 13,
    "profiles": 12,
    "companies": 12,
    "uniquePublicSources": 17,
    "relationshipsWithExcludedPositions": 3,
    "evidenceScopes": {
      "reviewed-filing-position-set": 5,
      "complete-initial-beneficial-ownership": 3,
      "partial-incremental-beneficial-ownership": 4,
      "material-continuity": 1
    }
  },
  "relationships": [
    {
      "person": "Mark Zuckerberg",
      "profilePath": "/billionaires/mark-zuckerberg",
      "company": "Meta Platforms",
      "positionAsOfDate": "2026-07-31",
      "evidenceScope": "reviewed-filing-position-set",
      "securities": [
        {
          "securityName": "Meta Platforms Class A Common Stock",
          "ticker": "META",
          "exchange": "Nasdaq",
          "positionDates": [
            "2026-07-31"
          ],
          "includedByOwnershipForm": [],
          "excluded": [
            {
              "ownershipForm": "indirect",
              "valuationTreatment": "exclude-no-pecuniary-interest",
              "units": 1231037,
              "note": "The filing says Zuckerberg has voting and investment power over these shares but no pecuniary interest in them."
            }
          ]
        },
        {
          "securityName": "Meta Platforms Class B Common Stock",
          "ticker": null,
          "exchange": null,
          "positionDates": [
            "2026-07-31"
          ],
          "includedByOwnershipForm": [
            {
              "ownershipForm": "indirect",
              "units": 291232288
            }
          ],
          "excluded": []
        }
      ],
      "ownershipMetrics": [
        {
          "metricType": "security-class-ownership-percent",
          "securityName": "Meta Platforms Class B Common Stock",
          "value": 99.8,
          "asOfDate": "2026-04-01"
        },
        {
          "metricType": "total-voting-power-percent",
          "securityName": null,
          "value": 60.8,
          "asOfDate": "2026-04-01"
        }
      ],
      "materialContinuity": null,
      "sources": [
        {
          "publisher": "Meta Platforms / SEC",
          "title": "Mark Zuckerberg Form 4 filed August 4, 2026",
          "url": "https://www.sec.gov/Archives/edgar/data/1326801/000095010326011908/xslF345X06/ownership.xml",
          "sourceDate": "2026-08-04"
        },
        {
          "publisher": "Meta Platforms / SEC",
          "title": "Meta Platforms 2026 Proxy Statement",
          "url": "https://www.sec.gov/Archives/edgar/data/1326801/000162828026025532/meta-20260416.htm",
          "sourceDate": "2026-04-16"
        }
      ]
    },
    {
      "person": "Sergey Brin",
      "profilePath": "/billionaires/sergey-brin",
      "company": "Alphabet",
      "positionAsOfDate": "2026-08-07",
      "evidenceScope": "reviewed-filing-position-set",
      "securities": [
        {
          "securityName": "Alphabet Class A Common Stock",
          "ticker": "GOOGL",
          "exchange": "Nasdaq",
          "positionDates": [
            "2026-08-07"
          ],
          "includedByOwnershipForm": [
            {
              "ownershipForm": "direct",
              "units": 37469
            }
          ],
          "excluded": []
        },
        {
          "securityName": "Alphabet Class B Common Stock",
          "ticker": null,
          "exchange": null,
          "positionDates": [
            "2026-08-07"
          ],
          "includedByOwnershipForm": [
            {
              "ownershipForm": "direct",
              "units": 357921378
            },
            {
              "ownershipForm": "indirect",
              "units": 345400
            }
          ],
          "excluded": []
        },
        {
          "securityName": "Alphabet Class C Capital Stock",
          "ticker": "GOOG",
          "exchange": "Nasdaq",
          "positionDates": [
            "2026-08-07"
          ],
          "includedByOwnershipForm": [
            {
              "ownershipForm": "direct",
              "units": 359159912
            },
            {
              "ownershipForm": "indirect",
              "units": 345400
            }
          ],
          "excluded": []
        }
      ],
      "ownershipMetrics": [
        {
          "metricType": "security-class-ownership-percent",
          "securityName": "Alphabet Class B Common Stock",
          "value": 42.9,
          "asOfDate": "2026-04-06"
        },
        {
          "metricType": "total-voting-power-percent",
          "securityName": null,
          "value": 25.3,
          "asOfDate": "2026-04-06"
        }
      ],
      "materialContinuity": null,
      "sources": [
        {
          "publisher": "Alphabet / SEC",
          "title": "Sergey Brin Form 4 filed August 11, 2026",
          "url": "https://www.sec.gov/Archives/edgar/data/1652044/000119312526345383/xslF345X06/ownership.xml",
          "sourceDate": "2026-08-11"
        },
        {
          "publisher": "Alphabet / SEC",
          "title": "Alphabet 2026 Proxy Statement",
          "url": "https://www.sec.gov/Archives/edgar/data/1652044/000130817926000342/goog-20260424.htm",
          "sourceDate": "2026-04-24"
        }
      ]
    },
    {
      "person": "Elon Musk",
      "profilePath": "/billionaires/elon-musk",
      "company": "Tesla",
      "positionAsOfDate": "2026-06-16",
      "evidenceScope": "reviewed-filing-position-set",
      "securities": [
        {
          "securityName": "Tesla Common Stock",
          "ticker": "TSLA",
          "exchange": "Nasdaq",
          "positionDates": [
            "2026-06-16"
          ],
          "includedByOwnershipForm": [
            {
              "ownershipForm": "indirect",
              "units": 413152109
            }
          ],
          "excluded": [
            {
              "ownershipForm": "direct",
              "valuationTreatment": "exclude-uncertain",
              "units": 286428773,
              "note": "These issued restricted shares are included in the filing's beneficial-ownership amount but remain subject to service-based vesting and forfeiture conditions, so they are shown but not included in the holding value."
            },
            {
              "ownershipForm": "direct",
              "valuationTreatment": "exclude-disclaimed-beneficial-ownership",
              "units": 423743904,
              "note": "The Schedule 13G amendment says Musk disclaims beneficial ownership and lacks voting or dispositive control over these performance-based restricted shares."
            }
          ]
        }
      ],
      "ownershipMetrics": [],
      "materialContinuity": null,
      "sources": [
        {
          "publisher": "Tesla / SEC",
          "title": "Elon Musk Schedule 13G Amendment No. 17 filed June 17, 2026",
          "url": "https://www.sec.gov/Archives/edgar/data/1318605/000110465926075203/xslSCHEDULE_13G_X02/primary_doc.xml",
          "sourceDate": "2026-06-17"
        }
      ]
    },
    {
      "person": "Elon Musk",
      "profilePath": "/billionaires/elon-musk",
      "company": "SpaceX",
      "positionAsOfDate": "2026-06-30",
      "evidenceScope": "reviewed-filing-position-set",
      "securities": [
        {
          "securityName": "SpaceX Class A Common Stock",
          "ticker": "SPCX",
          "exchange": "Nasdaq",
          "positionDates": [
            "2026-06-30"
          ],
          "includedByOwnershipForm": [
            {
              "ownershipForm": "indirect",
              "units": 849494440
            }
          ],
          "excluded": []
        },
        {
          "securityName": "SpaceX Class B Common Stock",
          "ticker": null,
          "exchange": null,
          "positionDates": [
            "2026-06-30"
          ],
          "includedByOwnershipForm": [
            {
              "ownershipForm": "indirect",
              "units": 3916980790
            }
          ],
          "excluded": [
            {
              "ownershipForm": "direct",
              "valuationTreatment": "exclude-uncertain",
              "units": 1302072285,
              "note": "These issued restricted Class B shares remain subject to performance and other vesting conditions, so they are shown but not included in the holding value."
            }
          ]
        }
      ],
      "ownershipMetrics": [],
      "materialContinuity": null,
      "sources": [
        {
          "publisher": "SpaceX / SEC",
          "title": "Elon Musk SpaceX Schedule 13G",
          "url": "https://www.sec.gov/Archives/edgar/data/1181412/000110465926095936/xslSCHEDULE_13G_X02/primary_doc.xml",
          "sourceDate": "2026-08-13"
        }
      ]
    },
    {
      "person": "Warren Buffett",
      "profilePath": "/billionaires/warren-buffett",
      "company": "Berkshire Hathaway",
      "positionAsOfDate": "2026-07-14",
      "evidenceScope": "reviewed-filing-position-set",
      "securities": [
        {
          "securityName": "Berkshire Hathaway Class A Common Stock",
          "ticker": "BRK-A",
          "exchange": "NYSE",
          "positionDates": [
            "2026-07-14"
          ],
          "includedByOwnershipForm": [
            {
              "ownershipForm": "direct",
              "units": 188290
            }
          ],
          "excluded": []
        },
        {
          "securityName": "Berkshire Hathaway Class B Common Stock",
          "ticker": "BRK-B",
          "exchange": "NYSE",
          "positionDates": [
            "2026-07-14"
          ],
          "includedByOwnershipForm": [
            {
              "ownershipForm": "direct",
              "units": 1162
            }
          ],
          "excluded": []
        }
      ],
      "ownershipMetrics": [
        {
          "metricType": "security-class-ownership-percent",
          "securityName": "Berkshire Hathaway Class A Common Stock",
          "value": 38.2,
          "asOfDate": "2026-07-14"
        },
        {
          "metricType": "total-voting-power-percent",
          "securityName": null,
          "value": 29.7,
          "asOfDate": "2026-07-14"
        }
      ],
      "materialContinuity": null,
      "sources": [
        {
          "publisher": "Berkshire Hathaway / SEC",
          "title": "Warren Buffett Form 4 filed July 15, 2026",
          "url": "https://www.sec.gov/Archives/edgar/data/315090/000119312526304843/xslF345X06/ownership.xml",
          "sourceDate": "2026-07-15"
        },
        {
          "publisher": "Berkshire Hathaway / SEC",
          "title": "Warren Buffett Schedule 13D Amendment filed July 15, 2026",
          "url": "https://www.sec.gov/Archives/edgar/data/315090/000119312526304838/xslSCHEDULE_13D_X02/primary_doc.xml",
          "sourceDate": "2026-07-15"
        }
      ]
    },
    {
      "person": "Melinda French Gates",
      "profilePath": "/billionaires/melinda-french-gates",
      "company": "Canadian National Railway",
      "positionAsOfDate": "2024-10-01",
      "evidenceScope": "material-continuity",
      "securities": [
        {
          "securityName": "Canadian National Railway Common Shares",
          "ticker": "CNI",
          "exchange": "NYSE",
          "positionDates": [
            "2024-10-01"
          ],
          "includedByOwnershipForm": [
            {
              "ownershipForm": "beneficial-aggregate",
              "units": 16145309
            }
          ],
          "excluded": []
        }
      ],
      "ownershipMetrics": [
        {
          "metricType": "security-class-ownership-percent",
          "securityName": "Canadian National Railway Common Shares",
          "value": 2.6,
          "asOfDate": "2024-10-01"
        }
      ],
      "materialContinuity": {
        "reportedPositionAsOfDate": "2024-10-01",
        "throughDate": "2026-06-30",
        "evidenceAsOfDate": "2026-09-02",
        "exactShareCountReobserved": false
      },
      "sources": [
        {
          "publisher": "CANADIAN NATIONAL RAILWAY CO / SEC",
          "title": "Melinda French Gates SCHEDULE 13G/A filed 2024-10-08",
          "url": "https://www.sec.gov/Archives/edgar/data/16868/000095014224002531/primary_doc.xml",
          "sourceDate": "2024-10-08"
        },
        {
          "publisher": "SEC",
          "title": "Melinda French Gates Schedule 13 filing history reviewed through 2026-09-02",
          "url": "https://data.sec.gov/submissions/CIK0001226523.json",
          "sourceDate": "2026-09-02"
        }
      ]
    },
    {
      "person": "David Hoffmann",
      "profilePath": "/billionaires/david-hoffmann",
      "company": "Yum China Holdings",
      "positionAsOfDate": "2026-06-01",
      "evidenceScope": "partial-incremental-beneficial-ownership",
      "securities": [
        {
          "securityName": "Yum China Holdings Common Stock",
          "ticker": "YUMC",
          "exchange": "NYSE",
          "positionDates": [
            "2026-06-01"
          ],
          "includedByOwnershipForm": [
            {
              "ownershipForm": "direct",
              "units": 27336
            }
          ],
          "excluded": []
        }
      ],
      "ownershipMetrics": [],
      "materialContinuity": null,
      "sources": [
        {
          "publisher": "Yum China Holdings, Inc. / SEC",
          "title": "David Hoffmann 4 filed 2026-06-03",
          "url": "https://www.sec.gov/Archives/edgar/data/1553068/000167335826000094/form4.xml",
          "sourceDate": "2026-06-03"
        }
      ]
    },
    {
      "person": "Ding Shizhong",
      "profilePath": "/billionaires/ding-shizhong",
      "company": "Amer Sports",
      "positionAsOfDate": "2026-03-18",
      "evidenceScope": "complete-initial-beneficial-ownership",
      "securities": [
        {
          "securityName": "Amer Sports Ordinary Shares",
          "ticker": "AS",
          "exchange": "NYSE",
          "positionDates": [
            "2026-03-18"
          ],
          "includedByOwnershipForm": [
            {
              "ownershipForm": "direct",
              "units": 3800000
            }
          ],
          "excluded": []
        }
      ],
      "ownershipMetrics": [],
      "materialContinuity": null,
      "sources": [
        {
          "publisher": "Amer Sports, Inc. / SEC",
          "title": "Ding Shizhong 3 filed 2026-03-18",
          "url": "https://www.sec.gov/Archives/edgar/data/2117948/000198889426000012/wk-form3_1773829409.xml",
          "sourceDate": "2026-03-18"
        }
      ]
    },
    {
      "person": "Suresh Krishna",
      "profilePath": "/billionaires/suresh-krishna",
      "company": "Proto Labs",
      "positionAsOfDate": "2026-05-23",
      "evidenceScope": "partial-incremental-beneficial-ownership",
      "securities": [
        {
          "securityName": "Proto Labs Common Stock",
          "ticker": "PRLB",
          "exchange": "NYSE",
          "positionDates": [
            "2026-05-23"
          ],
          "includedByOwnershipForm": [
            {
              "ownershipForm": "direct",
              "units": 30147
            }
          ],
          "excluded": []
        }
      ],
      "ownershipMetrics": [],
      "materialContinuity": null,
      "sources": [
        {
          "publisher": "Proto Labs Inc / SEC",
          "title": "Suresh Krishna 4 filed 2026-05-27",
          "url": "https://www.sec.gov/Archives/edgar/data/1488151/000162828026038475/wk-form4_1779913110.xml",
          "sourceDate": "2026-05-27"
        }
      ]
    },
    {
      "person": "Thomas Pritzker",
      "profilePath": "/billionaires/thomas-pritzker",
      "company": "Hyatt Hotels",
      "positionAsOfDate": "2026-05-20",
      "evidenceScope": "partial-incremental-beneficial-ownership",
      "securities": [
        {
          "securityName": "Hyatt Hotels Class A Common Stock",
          "ticker": "H",
          "exchange": "NYSE",
          "positionDates": [
            "2026-05-20"
          ],
          "includedByOwnershipForm": [
            {
              "ownershipForm": "direct",
              "units": 749832
            }
          ],
          "excluded": []
        }
      ],
      "ownershipMetrics": [],
      "materialContinuity": null,
      "sources": [
        {
          "publisher": "Hyatt Hotels Corp / SEC",
          "title": "Thomas Pritzker 4 filed 2026-05-22",
          "url": "https://www.sec.gov/Archives/edgar/data/1317547/000131754726000001/wk-form4_1779480615.xml",
          "sourceDate": "2026-05-22"
        }
      ]
    },
    {
      "person": "Jerry Yang",
      "profilePath": "/billionaires/jerry-yang",
      "company": "Alibaba Group",
      "positionAsOfDate": "2026-03-18",
      "evidenceScope": "complete-initial-beneficial-ownership",
      "securities": [
        {
          "securityName": "Alibaba Group Holding Ordinary Shares",
          "ticker": "BABA",
          "exchange": "NYSE",
          "positionDates": [
            "2026-03-18"
          ],
          "includedByOwnershipForm": [
            {
              "ownershipForm": "direct",
              "units": 485072
            }
          ],
          "excluded": []
        }
      ],
      "ownershipMetrics": [],
      "materialContinuity": null,
      "sources": [
        {
          "publisher": "Alibaba Group Holding Ltd / SEC",
          "title": "Jerry Yang 3 filed 2026-03-18",
          "url": "https://www.sec.gov/Archives/edgar/data/1032001/000103200126000003/ownership.xml",
          "sourceDate": "2026-03-18"
        }
      ]
    },
    {
      "person": "Weijian Shan",
      "profilePath": "/billionaires/weijian-shan",
      "company": "Alibaba Group",
      "positionAsOfDate": "2026-03-18",
      "evidenceScope": "complete-initial-beneficial-ownership",
      "securities": [
        {
          "securityName": "Alibaba Group Holding Ordinary Shares",
          "ticker": "BABA",
          "exchange": "NYSE",
          "positionDates": [
            "2026-03-18"
          ],
          "includedByOwnershipForm": [
            {
              "ownershipForm": "direct",
              "units": 144800
            }
          ],
          "excluded": []
        }
      ],
      "ownershipMetrics": [],
      "materialContinuity": null,
      "sources": [
        {
          "publisher": "Alibaba Group Holding Ltd / SEC",
          "title": "Weijian Shan 3 filed 2026-03-18",
          "url": "https://www.sec.gov/Archives/edgar/data/2114590/000211459026000003/ownership.xml",
          "sourceDate": "2026-03-18"
        }
      ]
    },
    {
      "person": "Wan Long",
      "profilePath": "/billionaires/wan-long",
      "company": "Smithfield Foods",
      "positionAsOfDate": "2025-09-08",
      "evidenceScope": "partial-incremental-beneficial-ownership",
      "securities": [
        {
          "securityName": "Smithfield Foods Common Stock",
          "ticker": "SFD",
          "exchange": "Nasdaq",
          "positionDates": [
            "2025-09-08"
          ],
          "includedByOwnershipForm": [
            {
              "ownershipForm": "direct",
              "units": 5060000
            }
          ],
          "excluded": []
        }
      ],
      "ownershipMetrics": [],
      "materialContinuity": null,
      "sources": [
        {
          "publisher": "SMITHFIELD FOODS INC / SEC",
          "title": "Wan Long 4 filed 2025-09-09",
          "url": "https://www.sec.gov/Archives/edgar/data/2052304/000121390025086174/ownership.xml",
          "sourceDate": "2025-09-09"
        }
      ]
    }
  ],
  "limitations": [
    "This is a reviewed subset of Grizzly Bulls billionaire public-equity research, not a complete census of every public holding for every billionaire.",
    "A partial incremental filing may report only the positions touched by that filing and must not be interpreted as the person’s complete company ownership.",
    "Raw security units are not comparable across different companies or security classes and are not ranked in this dataset.",
    "Excluded positions remain visible when the reviewed filing semantics do not support including them in an economic holding calculation.",
    "The Schedule 13 continuity case preserves its original reported position date; continuity review does not re-observe the exact share count.",
    "No current market prices or net-worth estimates are included in this edition."
  ]
}
