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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | AMAZON COM INC | $2.7M | 13189400 | 6.62% |
| 2 | NVIDIA CORPORATION | $1.6M | 9402833 | 3.95% |
| 3 | TESLA INC | $1.3M | 3555000 | 3.19% |
| 4 | DANAHER CORP DEL | $765K | 4039104 | 1.85% |
| 5 | EXXON MOBIL CORP | $727K | 4286475 | 1.75% |
| 6 | VISA INC | $656K | 2171396 | 1.58% |
| 7 | APPLE INC | $632K | 2493000 | 1.52% |
| 8 | GE VERNOVA INC | $592K | 678500 | 1.43% |
| 9 | PEPSICO INC | $546K | 3519891 | 1.32% |
| 10 | ASTRAZENECA PLC | $525K | 2662887 | 1.27% |
| 11 | PALANTIR TECHNOLOGIES INC | $498K | 3411000 | 1.20% |
| 12 | INTUITIVE SURGICAL INC | $479K | 1040185 | 1.16% |
| 13 | HILTON WORLDWIDE HLDGS INC | $474K | 1560326 | 1.14% |
| 14 | GE AEROSPACE | $431K | 1522305 | 1.04% |
| 15 | SEAGATE TECHNOLOGY HLDNGS PL | $426K | 1087617 | 1.03% |
| 16 | REPUBLIC SVCS INC | $416K | 1903662 | 1.00% |
| 17 | PARKER-HANNIFIN CORP | $414K | 463399 | 1.00% |
| 18 | MICROSOFT CORP | $413K | 1118000 | 1.00% |
| 19 | STEEL DYNAMICS INC | $412K | 2288948 | 0.99% |
| 20 | MASTERCARD INCORPORATED | $402K | 805176 | 0.97% |
| 21 | SHERWIN WILLIAMS CO | $400K | 1250473 | 0.96% |
| 22 | GILEAD SCIENCES INC | $364K | 2611826 | 0.88% |
| 23 | COUPANG INC | $342K | 18140654 | 0.82% |
| 24 | AIR PRODUCTS AND CHEMICALS I | $322K | 1110912 | 0.78% |
| 25 | CVS HEALTH CORP | $321K | 4480125 | 0.77% |
| 26 | GSK PLC | $304K | 5518433 | 0.73% |
| 27 | ALPHABET INC | $302K | 1050944 | 0.73% |
| 28 | MICROCHIP TECHNOLOGY INC. | $291K | 4512739 | 0.70% |
| 29 | ROSS STORES INC | $286K | 1322803 | 0.69% |
| 30 | ROCKWELL AUTOMATION INC | $282K | 787779 | 0.68% |
| 31 | FEDEX CORP | $281K | 791178 | 0.68% |
| 32 | META PLATFORMS INC | $278K | 487086 | 0.67% |
| 33 | WATERS CORP | $273K | 917066 | 0.66% |
| 34 | COHERENT CORP | $268K | 1127728 | 0.65% |
| 35 | CENCORA INC | $264K | 841122 | 0.64% |
| 36 | EQUINIX INC | $255K | 260821 | 0.62% |
| 37 | BERKSHIRE HATHAWAY INC DEL | $252K | 527000 | 0.61% |
| 38 | XPO INC | $243K | 1249431 | 0.59% |
| 39 | REVOLUTION MEDICINES INC | $240K | 2468644 | 0.58% |
| 40 | APPLIED MATLS INC | $239K | 700675 | 0.58% |
| 41 | LYONDELLBASELL INDUSTRIES NV | $228K | 2835183 | 0.55% |
| 42 | FERGUSON ENTERPRISES INC | $227K | 973878 | 0.55% |
| 43 | FOX CORP | $225K | 3869651 | 0.54% |
| 44 | ACCENTURE PLC IRELAND | $221K | 1115000 | 0.53% |
| 45 | ANALOG DEVICES INC | $220K | 693623 | 0.53% |
| 46 | CHUBB LTD SWITZ | $219K | 673962 | 0.53% |
| 47 | LOCKHEED MARTIN CORP | $219K | 363084 | 0.53% |
| 48 | CARPENTER TECHNOLOGY CORP | $216K | 548885 | 0.52% |
| 49 | TERNS PHARMACEUTICALS INC | $216K | 4115828 | 0.52% |
| 50 | BOSTON SCIENTIFIC CORP | $215K | 3428736 | 0.52% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.