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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $319.3M | 1831120 | 11.78% |
| 2 | APPLE INC | $116.5M | 458970 | 4.30% |
| 3 | BROADCOM INC | $110.3M | 356492 | 4.07% |
| 4 | MICROSOFT CORP | $87.5M | 236504 | 3.23% |
| 5 | AMAZON COM INC | $76.2M | 365941 | 2.81% |
| 6 | TESLA INC | $54.3M | 146101 | 2.00% |
| 7 | META PLATFORMS INC | $53.6M | 93638 | 1.98% |
| 8 | ALPHABET INC | $51.9M | 180629 | 1.92% |
| 9 | ALPHABET INC | $46.7M | 162795 | 1.72% |
| 10 | MICRON TECHNOLOGY INC | $45.9M | 135846 | 1.69% |
| 11 | WALMART INC | $43.5M | 349720 | 1.60% |
| 12 | ADVANCED MICRO DEVICES INC | $40.0M | 196777 | 1.48% |
| 13 | NETFLIX INC. | $34.4M | 357954 | 1.27% |
| 14 | APPLIED MATLS INC | $32.7M | 95792 | 1.21% |
| 15 | LAM RESEARCH CORP | $32.2M | 150720 | 1.19% |
| 16 | COSTCO WHOLESALE CORPORATION | $31.6M | 31731 | 1.17% |
| 17 | CISCO SYS INC | $27.9M | 359442 | 1.03% |
| 18 | PALANTIR TECHNOLOGIES INC | $25.7M | 175926 | 0.95% |
| 19 | INTEL CORP | $25.7M | 582938 | 0.95% |
| 20 | KLA CORP | $23.3M | 15816 | 0.86% |
| 21 | EXXON MOBIL CORP | $22.3M | 131659 | 0.82% |
| 22 | TEXAS INSTRS INC | $21.2M | 108959 | 0.78% |
| 23 | ANALOG DEVICES INC | $18.7M | 58638 | 0.69% |
| 24 | LINDE PLC | $18.5M | 37394 | 0.68% |
| 25 | AMGEN INC | $17.6M | 50077 | 0.65% |
| 26 | CHEVRON CORPORATION | $16.6M | 80056 | 0.61% |
| 27 | QUALCOMM INC | $16.5M | 128098 | 0.61% |
| 28 | T-MOBILE US INC | $16.1M | 76879 | 0.60% |
| 29 | PEPSICO INC | $15.2M | 97702 | 0.56% |
| 30 | GILEAD SCIENCES INC | $15.0M | 107433 | 0.55% |
| 31 | NEWMONT CORP | $14.8M | 136640 | 0.55% |
| 32 | BOOKING HOLDINGS INC | $13.1M | 3119 | 0.48% |
| 33 | HONEYWELL INTL INC | $11.5M | 50783 | 0.42% |
| 34 | AGNICO EAGLE MINES LTD | $11.0M | 54206 | 0.41% |
| 35 | ALIBABA GROUP HLDG LTD | $10.5M | 83726 | 0.39% |
| 36 | VERTEX PHARMACEUTICALS INC | $10.3M | 23137 | 0.38% |
| 37 | PALO ALTO NETWORKS INC | $10.0M | 62354 | 0.37% |
| 38 | CONSTELLATION ENERGY CORP | $9.5M | 33999 | 0.35% |
| 39 | TAIWAN SEMICONDUCTOR MANUFAC | $9.4M | 27818 | 0.35% |
| 40 | SHOPIFY INC | $9.3M | 78688 | 0.34% |
| 41 | MARVELL TECHNOLOGY INC | $9.3M | 94173 | 0.34% |
| 42 | APPLOVIN CORP | $9.2M | 23131 | 0.34% |
| 43 | INTUIT | $9.2M | 21186 | 0.34% |
| 44 | ELI LILLY & CO | $8.8M | 9591 | 0.33% |
| 45 | ASML HLDG NV | $8.7M | 6589 | 0.32% |
| 46 | JPMORGAN CHASE & CO | $8.5M | 28765 | 0.31% |
| 47 | PDD HOLDINGS INC | $8.5M | 82749 | 0.31% |
| 48 | BERKSHIRE HATHAWAY INC DEL | $8.1M | 16977 | 0.30% |
| 49 | JOHNSON & JOHNSON | $8.0M | 32811 | 0.30% |
| 50 | REGENERON PHARMACEUTICALS | $8.0M | 10332 | 0.29% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.