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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | UNITED THERAPEUTICS CORP DEL | $1.06B | 1,787,019 | 1.66% |
| 2 | PALANTIR TECHNOLOGIES INC | $1.02B | 6,985,926 | 1.60% |
| 3 | APPLE INC | $780.6M | 3,075,638 | 1.22% |
| 4 | KINROSS GOLD CORP | $779.7M | 25,546,413 | 1.22% |
| 5 | MICRON TECHNOLOGY INC | $730.7M | 2,162,986 | 1.14% |
| 6 | VERISIGN INC | $699.9M | 2,818,151 | 1.09% |
| 7 | EXELIXIS INC | $588.8M | 13,726,993 | 0.92% |
| 8 | FRANCO NEV CORP | $548.2M | 2,218,918 | 0.86% |
| 9 | SANDISK CORP | $508.0M | 799,568 | 0.79% |
| 10 | NVIDIA CORPORATION | $440.7M | 2,526,948 | 0.69% |
| 11 | CHEVRON CORPORATION | $417.0M | 2,015,396 | 0.65% |
| 12 | ROBLOX CORP | $403.1M | 7,126,134 | 0.63% |
| 13 | CARVANA CO | $377.6M | 1,201,218 | 0.59% |
| 14 | WAYFAIR INC | $374.0M | 4,972,425 | 0.58% |
| 15 | ROBINHOOD MKTS INC | $353.7M | 5,104,137 | 0.55% |
| 16 | INCYTE CORP | $343.7M | 3,651,532 | 0.54% |
| 17 | ARGAN INC | $332.7M | 610,899 | 0.52% |
| 18 | INTEL CORP | $326.5M | 7,399,394 | 0.51% |
| 19 | NEUROCRINE BIOSCIENCES INC | $318.7M | 2,418,897 | 0.50% |
| 20 | UNITEDHEALTH GROUP INC | $313.5M | 1,158,428 | 0.49% |
| 21 | STERLING INFRASTRUCTURE INC | $312.3M | 766,914 | 0.49% |
| 22 | LINDE PLC | $312.2M | 629,820 | 0.49% |
| 23 | WESTERN DIGITAL CORP | $310.0M | 1,146,133 | 0.48% |
| 24 | CBOE GLOBAL MKTS INC | $309.3M | 1,100,506 | 0.48% |
| 25 | GILEAD SCIENCES INC | $300.0M | 2,152,528 | 0.47% |
| 26 | ETSY INC | $298.0M | 5,962,210 | 0.47% |
| 27 | ALLISON TRANSMISSION HLDGS I | $264.6M | 2,260,397 | 0.41% |
| 28 | BROADCOM INC | $245.7M | 793,797 | 0.38% |
| 29 | VERTIV HOLDINGS CO | $242.6M | 967,990 | 0.38% |
| 30 | MEDPACE HLDGS INC | $242.3M | 504,668 | 0.38% |
| 31 | NU HLDGS LTD | $233.8M | 16,269,800 | 0.37% |
| 32 | AIRBNB INC | $231.2M | 1,830,841 | 0.36% |
| 33 | NEW YORK TIMES CO MTN BE | $230.8M | 2,756,180 | 0.36% |
| 34 | STRATEGY INC | $230.8M | 2,130,881 | 0.36% |
| 35 | CORCEPT THERAPEUTICS INC | $229.1M | 5,682,783 | 0.36% |
| 36 | ALAMOS GOLD INC | $227.4M | 5,118,171 | 0.36% |
| 37 | ADOBE INC | $224.9M | 925,270 | 0.35% |
| 38 | VALE S A | $223.6M | 14,053,337 | 0.35% |
| 39 | BARRICK MNG CORP | $223.4M | 5,476,478 | 0.35% |
| 40 | EVERPURE INC | $222.0M | 3,759,834 | 0.35% |
| 41 | NOVA LTD | $221.9M | 510,866 | 0.35% |
| 42 | ALKERMES PLC | $217.8M | 6,160,428 | 0.34% |
| 43 | DOORDASH INC | $214.2M | 1,426,355 | 0.34% |
| 44 | REDDIT INC | $210.8M | 1,565,778 | 0.33% |
| 45 | MERCADOLIBRE | $208.0M | 120,320 | 0.33% |
| 46 | VISA INC | $204.5M | 676,767 | 0.32% |
| 47 | JPMORGAN CHASE & CO | $202.5M | 688,350 | 0.32% |
| 48 | BOSTON SCIENTIFIC CORP | $197.8M | 3,152,005 | 0.31% |
| 49 | ZOOM COMMUNICATIONS INC | $197.7M | 2,458,804 | 0.31% |
| 50 | PEABODY ENGR CORP | $195.5M | 5,932,627 | 0.31% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.