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    <nameOfIssuer>ACCENTURE PLC</nameOfIssuer>
    <titleOfClass>SHS CLASS A</titleOfClass>
    <cusip>G1151C101</cusip>
    <value>11153</value>
    <shrsOrPrnAmt>
      <sshPrnamt>89625</sshPrnamt>
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    <otherManager>0002133824</otherManager>
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      <Sole>2125</Sole>
      <Shared>87500</Shared>
      <None>0</None>
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    <nameOfIssuer>ADOBE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>00724F101</cusip>
    <value>42449</value>
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      <sshPrnamt>207050</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>DFND</investmentDiscretion>
    <otherManager>0002133824</otherManager>
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      <Sole>5150</Sole>
      <Shared>201900</Shared>
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    <nameOfIssuer>ADVANCED MICRO DEVICES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>007903107</cusip>
    <value>57144</value>
    <shrsOrPrnAmt>
      <sshPrnamt>98370</sshPrnamt>
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    <otherManager>0002133824</otherManager>
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      <Sole>3970</Sole>
      <Shared>94400</Shared>
      <None>0</None>
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    <nameOfIssuer>AERCAP HOLDINGS N.V.</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>N00985106</cusip>
    <value>106025</value>
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      <sshPrnamt>727297</sshPrnamt>
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      <Sole>30702</Sole>
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    <nameOfIssuer>AGILENT TECHNOLOGIES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>00846U101</cusip>
    <value>42320</value>
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      <sshPrnamt>318600</sshPrnamt>
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    <investmentDiscretion>DFND</investmentDiscretion>
    <otherManager>0002133824</otherManager>
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      <Sole>5500</Sole>
      <Shared>313100</Shared>
      <None>0</None>
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    <nameOfIssuer>AIRBNB INC</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>009066101</cusip>
    <value>111444</value>
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      <sshPrnamt>778783</sshPrnamt>
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    <investmentDiscretion>DFND</investmentDiscretion>
    <otherManager>0002133824</otherManager>
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      <Sole>36483</Sole>
      <Shared>742300</Shared>
      <None>0</None>
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    <nameOfIssuer>ALIBABA GROUP HOLDING LTD</nameOfIssuer>
    <titleOfClass>SPONSORED ADS</titleOfClass>
    <cusip>01609W102</cusip>
    <value>90080</value>
    <shrsOrPrnAmt>
      <sshPrnamt>938530</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>DFND</investmentDiscretion>
    <otherManager>0002133824</otherManager>
    <votingAuthority>
      <Sole>45260</Sole>
      <Shared>893270</Shared>
      <None>0</None>
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    <nameOfIssuer>ALPHABET INC</nameOfIssuer>
    <titleOfClass>CAP STK CL A</titleOfClass>
    <cusip>02079K305</cusip>
    <value>379</value>
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      <sshPrnamt>1061</sshPrnamt>
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      <Sole>1061</Sole>
      <Shared>0</Shared>
      <None>0</None>
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    <nameOfIssuer>ALPHABET INC</nameOfIssuer>
    <titleOfClass>CAP STK CL C</titleOfClass>
    <cusip>02079K107</cusip>
    <value>194612</value>
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      <sshPrnamt>550794</sshPrnamt>
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    <otherManager>0002133824</otherManager>
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      <Sole>29519</Sole>
      <Shared>521275</Shared>
      <None>0</None>
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    <nameOfIssuer>AMAZON.COM INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>023135106</cusip>
    <value>82394</value>
    <shrsOrPrnAmt>
      <sshPrnamt>345700</sshPrnamt>
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    <investmentDiscretion>DFND</investmentDiscretion>
    <otherManager>0002133824</otherManager>
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      <Sole>11910</Sole>
      <Shared>333790</Shared>
      <None>0</None>
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    <nameOfIssuer>AMGEN INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>031162100</cusip>
    <value>136</value>
    <shrsOrPrnAmt>
      <sshPrnamt>375</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
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      <Sole>375</Sole>
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    <nameOfIssuer>AMPLIFY JUNIOR SILVER MINERS ETF</nameOfIssuer>
    <titleOfClass>JR SILV MINE ETF</titleOfClass>
    <cusip>032108649</cusip>
    <value>92</value>
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      <sshPrnamt>3565</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3565</Sole>
      <Shared>0</Shared>
      <None>0</None>
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    <nameOfIssuer>AMRIZE AG</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>H2927K103</cusip>
    <value>40525</value>
    <shrsOrPrnAmt>
      <sshPrnamt>760320</sshPrnamt>
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    <investmentDiscretion>DFND</investmentDiscretion>
    <otherManager>0002133824</otherManager>
    <votingAuthority>
      <Sole>17800</Sole>
      <Shared>742520</Shared>
      <None>0</None>
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    <nameOfIssuer>AON PLC</nameOfIssuer>
    <titleOfClass>SHS CL A</titleOfClass>
    <cusip>G0403H108</cusip>
    <value>104993</value>
    <shrsOrPrnAmt>
      <sshPrnamt>316541</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>DFND</investmentDiscretion>
    <otherManager>0002133824</otherManager>
    <votingAuthority>
      <Sole>9816</Sole>
      <Shared>306725</Shared>
      <None>0</None>
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    <nameOfIssuer>APOLLO GLOBAL MANAGEMENT INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>03769M106</cusip>
    <value>172214</value>
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      <sshPrnamt>1455614</sshPrnamt>
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    <investmentDiscretion>DFND</investmentDiscretion>
    <otherManager>0002133824</otherManager>
    <votingAuthority>
      <Sole>60964</Sole>
      <Shared>1394650</Shared>
      <None>0</None>
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    <nameOfIssuer>APPLE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>037833100</cusip>
    <value>1157</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>4000</Sole>
      <Shared>0</Shared>
      <None>0</None>
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    <nameOfIssuer>APPLIED MATERIALS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>038222105</cusip>
    <value>81609</value>
    <shrsOrPrnAmt>
      <sshPrnamt>112875</sshPrnamt>
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    <investmentDiscretion>DFND</investmentDiscretion>
    <otherManager>0002133824</otherManager>
    <votingAuthority>
      <Sole>10190</Sole>
      <Shared>102685</Shared>
      <None>0</None>
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    <nameOfIssuer>BERKSHIRE HATHAWAY INC</nameOfIssuer>
    <titleOfClass>CL B NEW</titleOfClass>
    <cusip>084670702</cusip>
    <value>10</value>
    <shrsOrPrnAmt>
      <sshPrnamt>19</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>19</Sole>
      <Shared>0</Shared>
      <None>0</None>
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    <nameOfIssuer>BLACKROCK INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>09290D101</cusip>
    <value>107181</value>
    <shrsOrPrnAmt>
      <sshPrnamt>111466</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>DFND</investmentDiscretion>
    <otherManager>0002133824</otherManager>
    <votingAuthority>
      <Sole>6371</Sole>
      <Shared>105095</Shared>
      <None>0</None>
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    <nameOfIssuer>BLACKSTONE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>09260D107</cusip>
    <value>24494</value>
    <shrsOrPrnAmt>
      <sshPrnamt>208155</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>DFND</investmentDiscretion>
    <otherManager>0002133824</otherManager>
    <votingAuthority>
      <Sole>15155</Sole>
      <Shared>193000</Shared>
      <None>0</None>
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    <nameOfIssuer>BRIGHTSTAR LOTTERY</nameOfIssuer>
    <titleOfClass>SHS USD</titleOfClass>
    <cusip>G4863A108</cusip>
    <value>135</value>
    <shrsOrPrnAmt>
      <sshPrnamt>12550</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>12550</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>BROADCOM INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>11135F101</cusip>
    <value>80092</value>
    <shrsOrPrnAmt>
      <sshPrnamt>212025</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>DFND</investmentDiscretion>
    <otherManager>0002133824</otherManager>
    <votingAuthority>
      <Sole>3325</Sole>
      <Shared>208700</Shared>
      <None>0</None>
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    <nameOfIssuer>CHARLES SCHWAB CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>808513105</cusip>
    <value>154549</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1674961</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>DFND</investmentDiscretion>
    <otherManager>0002133824</otherManager>
    <votingAuthority>
      <Sole>76221</Sole>
      <Shared>1598740</Shared>
      <None>0</None>
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    <nameOfIssuer>CHEVRON CORPORATION</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>166764100</cusip>
    <value>14623</value>
    <shrsOrPrnAmt>
      <sshPrnamt>88215</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>DFND</investmentDiscretion>
    <otherManager>0002133824</otherManager>
    <votingAuthority>
      <Sole>11115</Sole>
      <Shared>77100</Shared>
      <None>0</None>
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    <nameOfIssuer>CHUBB LIMITED</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>H1467J104</cusip>
    <value>105606</value>
    <shrsOrPrnAmt>
      <sshPrnamt>309930</sshPrnamt>
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    <investmentDiscretion>DFND</investmentDiscretion>
    <otherManager>0002133824</otherManager>
    <votingAuthority>
      <Sole>15560</Sole>
      <Shared>294370</Shared>
      <None>0</None>
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    <nameOfIssuer>CISCO SYSTEMS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>17275R102</cusip>
    <value>70</value>
    <shrsOrPrnAmt>
      <sshPrnamt>600</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>600</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>CNH INDUSTRIAL N.V.</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>N20944109</cusip>
    <value>3571</value>
    <shrsOrPrnAmt>
      <sshPrnamt>318000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>DFND</investmentDiscretion>
    <otherManager>0002133824</otherManager>
    <votingAuthority>
      <Sole>60000</Sole>
      <Shared>258000</Shared>
      <None>0</None>
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    <nameOfIssuer>COMCAST CORP</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>20030N101</cusip>
    <value>86259</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3513589</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>DFND</investmentDiscretion>
    <otherManager>0002133824</otherManager>
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      <Sole>159809</Sole>
      <Shared>3353780</Shared>
      <None>0</None>
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    <nameOfIssuer>CORPAY INC</nameOfIssuer>
    <titleOfClass>COM SHS</titleOfClass>
    <cusip>219948106</cusip>
    <value>26378</value>
    <shrsOrPrnAmt>
      <sshPrnamt>79150</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>DFND</investmentDiscretion>
    <otherManager>0002133824</otherManager>
    <votingAuthority>
      <Sole>4350</Sole>
      <Shared>74800</Shared>
      <None>0</None>
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    <nameOfIssuer>DEERE &amp; CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>244199105</cusip>
    <value>51169</value>
    <shrsOrPrnAmt>
      <sshPrnamt>80666</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>DFND</investmentDiscretion>
    <otherManager>0002133824</otherManager>
    <votingAuthority>
      <Sole>3350</Sole>
      <Shared>77316</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>DELTA AIR LINES INC (DE)</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>247361702</cusip>
    <value>768</value>
    <shrsOrPrnAmt>
      <sshPrnamt>8200</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>8200</Sole>
      <Shared>0</Shared>
      <None>0</None>
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    <nameOfIssuer>DOCUSIGN INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>256163106</cusip>
    <value>8173</value>
    <shrsOrPrnAmt>
      <sshPrnamt>184000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>DFND</investmentDiscretion>
    <otherManager>0002133824</otherManager>
    <votingAuthority>
      <Sole>4500</Sole>
      <Shared>179500</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>ELECTRONIC ARTS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>285512109</cusip>
    <value>523</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2550</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2550</Sole>
      <Shared>0</Shared>
      <None>0</None>
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    <nameOfIssuer>EXXON MOBIL CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>30231G102</cusip>
    <value>6002</value>
    <shrsOrPrnAmt>
      <sshPrnamt>43900</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>DFND</investmentDiscretion>
    <otherManager>0002133824</otherManager>
    <votingAuthority>
      <Sole>1000</Sole>
      <Shared>42900</Shared>
      <None>0</None>
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    <nameOfIssuer>FISERV INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>337738108</cusip>
    <value>12899</value>
    <shrsOrPrnAmt>
      <sshPrnamt>262970</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>DFND</investmentDiscretion>
    <otherManager>0002133824</otherManager>
    <votingAuthority>
      <Sole>13870</Sole>
      <Shared>249100</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>FLUX POWER HOLDINGS INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>344057302</cusip>
    <value>35</value>
    <shrsOrPrnAmt>
      <sshPrnamt>40000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>40000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>FREEPORT-MCMORAN INC</nameOfIssuer>
    <titleOfClass>CL B</titleOfClass>
    <cusip>35671D857</cusip>
    <value>1258</value>
    <shrsOrPrnAmt>
      <sshPrnamt>20000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>20000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>GRUPO TELEVISA S.A.B</nameOfIssuer>
    <titleOfClass>SPON ADR REP ORD</titleOfClass>
    <cusip>40049J206</cusip>
    <value>169</value>
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    <nameOfIssuer>META PLATFORMS INC</nameOfIssuer>
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    <nameOfIssuer>MICROSOFT CORP</nameOfIssuer>
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    <nameOfIssuer>NEBIUS GROUP N.V.</nameOfIssuer>
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    <nameOfIssuer>NXP SEMICONDUCTORS N.V.</nameOfIssuer>
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    <nameOfIssuer>SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF</nameOfIssuer>
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    <cusip>808524730</cusip>
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    <cusip>78463X756</cusip>
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    <nameOfIssuer>SPROTT PHYSICAL GOLD AND SILVER TRUST</nameOfIssuer>
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    <nameOfIssuer>TAKE-TWO INTERACTIVE SOFTWARE INC</nameOfIssuer>
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    <cusip>874054109</cusip>
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    <nameOfIssuer>THE WALT DISNEY COMPANY</nameOfIssuer>
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