MENLO ADVISORS LLC

**MENLO ADVISORS LLC** is an actively managed fund with $186M in assets under management, maintaining a focused portfolio of 29 positions. The strategy exhibits a notable allocation to defensive and technology-aligned assets, highlighted by a $25.6M holding in BRK/B. Significant exposure is also evident in precious metals, with $14.8M allocated to GLD and an additional $12.3M in VANECK GOLD MINERS ETF. Core technology names, including GOOGL ($13.7M) and MSFT ($13.5M), anchor the equity component alongside substantial positions in AAPL and ALPHA ARCHTCT US QUNTV VAL ETF.

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