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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | AMAZON COM INC | $129.1M | 620016 | 20.46% |
| 2 | META PLATFORMS INC | $111.5M | 194859 | 17.66% |
| 3 | TAIWAN SEMICONDUCTOR MANUFAC | $108.6M | 321496 | 17.21% |
| 4 | ALPHABET INC | $70.3M | 244621 | 11.14% |
| 5 | STRYKER CORPORATION | $65.2M | 198397 | 10.33% |
| 6 | S&P GLOBAL INC | $60.7M | 142795 | 9.62% |
| 7 | MASTERCARD INCORPORATED | $35.2M | 70462 | 5.58% |
| 8 | DANAHER CORP DEL | $24.1M | 127295 | 3.82% |
| 9 | BOSTON SCIENTIFIC CORP | $19.2M | 306134 | 3.04% |
| 10 | MICROSOFT CORP | $7.2M | 19344 | 1.13% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.