MENLO ADVISORS LLC - Portfolio Stock Holdings

MENLO ADVISORS LLC disclosed 27 stock positions in a recent SEC 13F filing. $206,726,119 of stock holdings were filed, with the largest holdings including BRK.B, GOOG, and GOOGL. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $369,717,504 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.