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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | AMAZON COM INC | $2.75B | 13,189,400 | 6.63% |
| 2 | NVIDIA CORPORATION | $1.64B | 9,402,833 | 3.96% |
| 3 | TESLA INC | $1.32B | 3,555,000 | 3.19% |
| 4 | DANAHER CORP DEL | $765.8M | 4,039,104 | 1.85% |
| 5 | EXXON MOBIL CORP | $727.2M | 4,286,475 | 1.75% |
| 6 | VISA INC | $656.3M | 2,171,396 | 1.58% |
| 7 | APPLE INC | $632.7M | 2,493,000 | 1.53% |
| 8 | GE VERNOVA INC | $592.3M | 678,500 | 1.43% |
| 9 | PEPSICO INC | $546.6M | 3,519,891 | 1.32% |
| 10 | ASTRAZENECA PLC | $525.2M | 2,662,887 | 1.27% |
| 11 | PALANTIR TECHNOLOGIES INC | $499.0M | 3,411,000 | 1.20% |
| 12 | INTUITIVE SURGICAL INC | $479.5M | 1,040,185 | 1.16% |
| 13 | HILTON WORLDWIDE HLDGS INC | $474.5M | 1,560,326 | 1.14% |
| 14 | GE AEROSPACE | $432.0M | 1,522,305 | 1.04% |
| 15 | SEAGATE TECHNOLOGY HLDNGS PL | $426.1M | 1,087,617 | 1.03% |
| 16 | REPUBLIC SVCS INC | $416.9M | 1,903,662 | 1.01% |
| 17 | PARKER-HANNIFIN CORP | $414.9M | 463,399 | 1.00% |
| 18 | MICROSOFT CORP | $413.9M | 1,118,000 | 1.00% |
| 19 | STEEL DYNAMICS INC | $412.0M | 2,288,948 | 0.99% |
| 20 | MASTERCARD INCORPORATED | $402.3M | 805,176 | 0.97% |
| 21 | SHERWIN WILLIAMS CO | $400.8M | 1,250,473 | 0.97% |
| 22 | GILEAD SCIENCES INC | $364.0M | 2,611,826 | 0.88% |
| 23 | COUPANG INC | $342.5M | 18,140,654 | 0.83% |
| 24 | AIR PRODUCTS AND CHEMICALS I | $322.7M | 1,110,912 | 0.78% |
| 25 | CVS HEALTH CORP | $321.8M | 4,480,125 | 0.78% |
| 26 | GSK PLC | $304.6M | 5,518,433 | 0.73% |
| 27 | ALPHABET INC | $302.2M | 1,050,944 | 0.73% |
| 28 | MICROCHIP TECHNOLOGY INC. | $291.6M | 4,512,739 | 0.70% |
| 29 | ROSS STORES INC | $286.6M | 1,322,803 | 0.69% |
| 30 | ROCKWELL AUTOMATION INC | $282.7M | 787,779 | 0.68% |
| 31 | FEDEX CORP | $281.8M | 791,178 | 0.68% |
| 32 | META PLATFORMS INC | $278.7M | 487,086 | 0.67% |
| 33 | WATERS CORP | $273.1M | 917,066 | 0.66% |
| 34 | COHERENT CORP | $268.6M | 1,127,728 | 0.65% |
| 35 | CENCORA INC | $264.2M | 841,122 | 0.64% |
| 36 | EQUINIX INC | $255.7M | 260,821 | 0.62% |
| 37 | BERKSHIRE HATHAWAY INC DEL | $252.5M | 527,000 | 0.61% |
| 38 | XPO INC | $243.1M | 1,249,431 | 0.59% |
| 39 | REVOLUTION MEDICINES INC | $240.1M | 2,468,644 | 0.58% |
| 40 | APPLIED MATLS INC | $239.5M | 700,675 | 0.58% |
| 41 | LYONDELLBASELL INDUSTRIES NV | $228.4M | 2,835,183 | 0.55% |
| 42 | FERGUSON ENTERPRISES INC | $227.2M | 973,878 | 0.55% |
| 43 | FOX CORP | $226.0M | 3,869,651 | 0.55% |
| 44 | ACCENTURE PLC IRELAND | $221.1M | 1,115,000 | 0.53% |
| 45 | ANALOG DEVICES INC | $220.7M | 693,623 | 0.53% |
| 46 | CHUBB LTD SWITZ | $219.7M | 673,962 | 0.53% |
| 47 | LOCKHEED MARTIN CORP | $219.4M | 363,084 | 0.53% |
| 48 | TERNS PHARMACEUTICALS INC | $217.0M | 4,115,828 | 0.52% |
| 49 | CARPENTER TECHNOLOGY CORP | $216.3M | 548,885 | 0.52% |
| 50 | BOSTON SCIENTIFIC CORP | $215.2M | 3,428,736 | 0.52% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.