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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ARCH CAP GROUP LTD | $2.18B | 22666011 | 3.49% |
| 2 | BANK NEW YORK MELLON CORP | $1.84B | 15475573 | 2.95% |
| 3 | SCHWAB CHARLES CORP | $1.64B | 17451048 | 2.63% |
| 4 | ALPHABET INC | $1.62B | 5620213 | 2.59% |
| 5 | ELEVANCE HEALTH INC FORMERLY | $1.50B | 5127175 | 2.41% |
| 6 | AMERICAN EXPRESS CO | $1.39B | 4593883 | 2.23% |
| 7 | META PLATFORMS INC | $1.34B | 2342672 | 2.15% |
| 8 | CITIGROUP INC | $1.30B | 11497962 | 2.09% |
| 9 | GARMIN LTD | $1.28B | 5519637 | 2.05% |
| 10 | BERKSHIRE HATHAWAY INC DEL | $1.25B | 2605656 | 2.00% |
| 11 | SUNCOR ENERGY INC NEW | $1.14B | 17262055 | 1.83% |
| 12 | AMAZON COM INC | $1.13B | 5418628 | 1.81% |
| 13 | WILLIS TOWERS WATSON PLC LTD | $1.10B | 3786617 | 1.77% |
| 14 | LAM RESEARCH CORP | $1.07B | 5029666 | 1.72% |
| 15 | ARGENX SE | $1.07B | 1467982 | 1.72% |
| 16 | INSMED INC | $1.07B | 6527301 | 1.71% |
| 17 | PROGRESSIVE CORP | $1.03B | 5209004 | 1.66% |
| 18 | ICON PLC | $916.1M | 8278945 | 1.47% |
| 19 | IQVIA HLDGS INC | $862.7M | 5058865 | 1.38% |
| 20 | MARSH & MCLENNAN COS INC | $845.7M | 4875857 | 1.36% |
| 21 | AXALTA COATING SYS LTD | $797.7M | 28796203 | 1.28% |
| 22 | BAKER HUGHES COMPANY | $754.1M | 12352083 | 1.21% |
| 23 | ASCENDIS PHARMA A/S | $738.8M | 3230188 | 1.19% |
| 24 | NOKIA CORP | $734.0M | 91298033 | 1.18% |
| 25 | WEST PHARMACEUTICAL SVSC INC | $666.2M | 2657893 | 1.07% |
| 26 | BROADCOM INC | $635.9M | 2054574 | 1.02% |
| 27 | COUPANG INC | $635.7M | 33669665 | 1.02% |
| 28 | SPOTIFY TECHNOLOGY S A | $633.3M | 1306047 | 1.02% |
| 29 | L3HARRIS TECHNOLOGIES INC | $608.6M | 1763242 | 0.98% |
| 30 | GE VERNOVA INC | $606.2M | 694413 | 0.97% |
| 31 | CBRE GROUP INC | $536.1M | 3957996 | 0.86% |
| 32 | AON PLC | $530.7M | 1644152 | 0.85% |
| 33 | SHOPIFY INC | $517.4M | 4362111 | 0.83% |
| 34 | WOODWARD INC | $504.4M | 1409344 | 0.81% |
| 35 | SCHEIN HENRY INC | $484.4M | 6573023 | 0.78% |
| 36 | LINDE PLC | $457.1M | 921970 | 0.73% |
| 37 | SEA LTD | $443.4M | 5354463 | 0.71% |
| 38 | RTX CORPORATION | $438.7M | 2274209 | 0.70% |
| 39 | EDWARDS LIFESCIENCES CORP | $416.5M | 5201144 | 0.67% |
| 40 | TAIWAN SEMICONDUCTOR MANUFAC | $402.9M | 1192157 | 0.65% |
| 41 | NVIDIA CORPORATION | $365.9M | 2098045 | 0.59% |
| 42 | JPMORGAN CHASE & CO | $358.5M | 1218651 | 0.58% |
| 43 | CNH INDL N V | $344.7M | 31333813 | 0.55% |
| 44 | SOMNIGROUP INTERNATIONAL INC | $342.2M | 4629325 | 0.55% |
| 45 | WILLIAMS COS INC | $336.4M | 4621865 | 0.54% |
| 46 | ROBLOX CORP | $328.7M | 5812398 | 0.53% |
| 47 | CENCORA INC | $325.2M | 1035185 | 0.52% |
| 48 | ADVANCED MICRO DEVICES INC | $313.5M | 1541203 | 0.50% |
| 49 | RBC BEARINGS INC | $313.0M | 576225 | 0.50% |
| 50 | DOORDASH INC | $310.5M | 2068019 | 0.50% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.