Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | $1.2M | 3278441 | 9.17% |
| 2 | NVIDIA CORPORATION | $1.2M | 6756198 | 8.90% |
| 3 | ALPHABET INC | $730K | 2540176 | 5.52% |
| 4 | META PLATFORMS INC | $707K | 1236600 | 5.34% |
| 5 | MICRON TECHNOLOGY INC | $600K | 1778313 | 4.53% |
| 6 | ELI LILLY & CO | $482K | 524361 | 3.64% |
| 7 | BROADCOM INC | $464K | 1500410 | 3.51% |
| 8 | APPLE INC | $449K | 1771437 | 3.39% |
| 9 | AMAZON COM INC | $437K | 2100000 | 3.30% |
| 10 | AGNICO EAGLE MINES LTD | $374K | 1851210 | 2.83% |
| 11 | JPMORGAN CHASE & CO | $332K | 1130000 | 2.51% |
| 12 | PALO ALTO NETWORKS INC | $302K | 1884458 | 2.28% |
| 13 | APPLIED MATLS INC | $293K | 857351 | 2.21% |
| 14 | BANK AMERICA CORP | $282K | 5800000 | 2.13% |
| 15 | SERVICENOW INC | $282K | 2705845 | 2.13% |
| 16 | MASTERCARD INCORPORATED | $266K | 533000 | 2.01% |
| 17 | QUANTA SVCS INC | $237K | 432138 | 1.79% |
| 18 | DATADOG INC | $236K | 2000000 | 1.78% |
| 19 | UBER TECHNOLOGIES INC | $233K | 3245686 | 1.76% |
| 20 | NEXTERA ENERGY INC | $232K | 2500000 | 1.75% |
| 21 | CROWDSTRIKE HLDGS INC | $230K | 590450 | 1.74% |
| 22 | MERCK & CO INC | $227K | 1895165 | 1.72% |
| 23 | ARM HOLDINGS PLC | $211K | 1400000 | 1.59% |
| 24 | INTUITIVE SURGICAL INC | $196K | 427033 | 1.48% |
| 25 | SYNOPSYS INC | $195K | 494344 | 1.47% |
| 26 | ZOETIS INC | $181K | 1537130 | 1.37% |
| 27 | EXXON MOBIL CORP | $171K | 1013354 | 1.29% |
| 28 | DISNEY WALT CO | $167K | 1734806 | 1.26% |
| 29 | SALESFORCE INC | $166K | 894097 | 1.25% |
| 30 | NIKE INC | $154K | 2920713 | 1.16% |
| 31 | BRISTOL-MYERS SQUIBB CO | $152K | 2509000 | 1.15% |
| 32 | MONGODB INC | $143K | 584559 | 1.08% |
| 33 | DEXCOM INC | $137K | 2190029 | 1.04% |
| 34 | SLB LIMITED | $133K | 2606632 | 1.00% |
| 35 | BOSTON SCIENTIFIC CORP | $133K | 2134591 | 1.00% |
| 36 | BIOGEN INC | $129K | 704196 | 0.97% |
| 37 | BARRICK MNG CORP | $114K | 2799957 | 0.86% |
| 38 | WESTERN DIGITAL CORP | $109K | 405167 | 0.82% |
| 39 | RESMED INC | $96K | 429899 | 0.73% |
| 40 | UNITEDHEALTH GROUP INC | $81K | 300000 | 0.61% |
| 41 | NETFLIX INC. | $72K | 750000 | 0.54% |
| 42 | DOLLAR GEN CORP | $69K | 585851 | 0.52% |
| 43 | TJX COS INC NEW | $48K | 303208 | 0.36% |
| 44 | GILEAD SCIENCES INC | $48K | 346000 | 0.36% |
| 45 | JOHNSON & JOHNSON | $44K | 182381 | 0.33% |
| 46 | CUMMINS INC | $43K | 80523 | 0.32% |
| 47 | STRYKER CORPORATION | $37K | 113560 | 0.28% |
| 48 | ABBVIE INC | $31K | 145134 | 0.23% |
| 49 | DOVER CORP | $29K | 142000 | 0.22% |
| 50 | TRANE TECHNOLOGIES PLC | $28K | 67200 | 0.21% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.