
Loading portfolio…

Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | $3.5M | 12846 | 6.75% |
| 2 | MICROSOFT CORP | $3.3M | 6913 | 6.46% |
| 3 | NVIDIA CORP | $3.3M | 17762 | 6.41% |
| 4 | AMAZON.COM INC | $3.0M | 13067 | 5.83% |
| 5 | ELI LILLY & CO | $2.5M | 2325 | 4.83% |
| 6 | META PLATFORMS INC | $2.5M | 3725 | 4.75% |
| 7 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.8M | 5982 | 3.51% |
| 8 | ALPHABET INC | $1.7M | 5567 | 3.38% |
| 9 | ALPHABET INC | $1.7M | 5571 | 3.37% |
| 10 | NETFLIX INC | $1.6M | 17050 | 3.09% |
| 11 | UBER TECHNOLOGIES INC | $1.5M | 18778 | 2.97% |
| 12 | SHOPIFY INC | $1.5M | 9237 | 2.87% |
| 13 | CHARLES SCHWAB CORP/THE | $1.5M | 14577 | 2.81% |
| 14 | MASTERCARD INC | $1.4M | 2413 | 2.66% |
| 15 | WALT DISNEY CO/THE | $1.3M | 11644 | 2.56% |
| 16 | BOOKING HOLDINGS INC | $1.3M | 247 | 2.56% |
| 17 | VISA INC | $1.3M | 3760 | 2.55% |
| 18 | INTUITIVE SURGICAL INC | $1.3M | 2308 | 2.53% |
| 19 | BLACKSTONE INC | $1.3M | 8261 | 2.46% |
| 20 | COSTCO WHOLESALE CORP | $1.3M | 1460 | 2.43% |
| 21 | KKR & CO INC | $1.2M | 9749 | 2.40% |
| 22 | APPLIED MATERIALS INC | $1.2M | 4829 | 2.40% |
| 23 | SERVICENOW INC | $1.1M | 6948 | 2.06% |
| 24 | UNITEDHEALTH GROUP INC | $1.1M | 3206 | 2.05% |
| 25 | STARBUCKS CORP | $1.1M | 12499 | 2.04% |
| 26 | PINTEREST INC | $921K | 35576 | 1.78% |
| 27 | DATADOG INC | $921K | 6769 | 1.78% |
| 28 | INTUIT INC | $825K | 1246 | 1.60% |
| 29 | NIKE INC | $782K | 12278 | 1.51% |
| 30 | AUTODESK INC | $739K | 2497 | 1.43% |
| 31 | MCDONALD'S CORP | $559K | 1829 | 1.08% |
| 32 | ADOBE INC | $555K | 1585 | 1.07% |
| 33 | PEPSICO INC | $535K | 3729 | 1.03% |
| 34 | ZOETIS INC | $531K | 4221 | 1.03% |
| 35 | COREWEAVE INC | $504K | 7033 | 0.97% |
| 36 | LOCKHEED MARTIN CORP | $503K | 1040 | 0.97% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.