TOP 10 HOLDINGS ( 47.28% OF TOTAL ASSETS) AMAZON.COM AES CORPORATION JP MORGAN CHASE AETNA UNITEDHEALTH GROUP YAHOO EBAY SEARS HLDGS GEN ELECTRIC FREDDIE MAC He was also a big holder of Bear Stearns and has a large position in Fannie too. I wonder if he will give back his over priced 1.69% management fee? (Not a chance). http://finance.yahoo.com/echarts?s=...=on;ohlcvalues=0;logscale=on;source=undefined