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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC | $41.0M | 142596 | 12.26% |
| 2 | NVIDIA CORPORATION | $39.2M | 224646 | 11.71% |
| 3 | META PLATFORMS INC | $29.4M | 51455 | 8.80% |
| 4 | BROADCOM INC | $28.6M | 92398 | 8.55% |
| 5 | ALIBABA GROUP HLDG LTD | $26.1M | 207811 | 7.80% |
| 6 | SYNCHRONY FINANCIAL | $22.2M | 325787 | 6.63% |
| 7 | VISA INC | $21.9M | 72372 | 6.54% |
| 8 | ORACLE CORP | $19.8M | 134516 | 5.92% |
| 9 | MICRON TECHNOLOGY INC | $16.6M | 49010 | 4.95% |
| 10 | MICROSOFT CORP | $10.8M | 29125 | 3.22% |
| 11 | ADOBE INC | $9.7M | 39884 | 2.90% |
| 12 | PDD HOLDINGS INC | $9.7M | 94543 | 2.89% |
| 13 | INTEL CORP | $8.6M | 245417 | 2.58% |
| 14 | UNITEDHEALTH GROUP INC | $7.3M | 27049 | 2.19% |
| 15 | OCCIDENTAL PETE CORP | $7.3M | 144644 | 2.18% |
| 16 | TRIP COM GROUP LTD | $4.9M | 97608 | 1.45% |
| 17 | CVS HEALTH CORP | $4.5M | 62839 | 1.35% |
| 18 | SALESFORCE INC | $3.8M | 20189 | 1.13% |
| 19 | THE CIGNA GROUP | $3.5M | 13143 | 1.05% |
| 20 | ELEVANCE HEALTH INC | $3.1M | 10671 | 0.93% |
| 21 | ADVANCED MICRO DEVICES INC | $2.4M | 11940 | 0.73% |
| 22 | NU HLDGS LTD | $2.1M | 149420 | 0.64% |
| 23 | TAIWAN SEMICONDUCTOR MFG LTD | $1.9M | 5746 | 0.58% |
| 24 | UBER TECHNOLOGIES INC | $1.4M | 19427 | 0.42% |
| 25 | CAPITAL ONE FINL CORP | $1.1M | 5787 | 0.32% |
| 26 | DOCUSIGN INC | $946K | 19950 | 0.28% |
| 27 | VERTIV HOLDINGS CO | $945K | 3770 | 0.28% |
| 28 | TESLA INC | $881K | 2370 | 0.26% |
| 29 | PALANTIR TECHNOLOGIES INC | $811K | 5545 | 0.24% |
| 30 | EXXON MOBIL CORP | $733K | 4323 | 0.22% |
| 31 | SANDISK CORP | $663K | 1043 | 0.20% |
| 32 | APPLIED MATLS INC | $596K | 1743 | 0.18% |
| 33 | WESTERN DIGITAL CORP. | $551K | 2037 | 0.16% |
| 34 | FLUTTER ENTMT PLC | $521K | 5113 | 0.16% |
| 35 | BOOKING HOLDINGS INC | $455K | 108 | 0.14% |
| 36 | AMAZON COM INC | $348K | 1673 | 0.10% |
| 37 | SERVICENOW INC | $204K | 1948 | 0.06% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.