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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | BROADCOM INC | $373.9M | 1,208,092 | 22.87% |
| 2 | AMAZON COM INC | $317.1M | 1,522,573 | 19.39% |
| 3 | MICROSOFT CORP | $311.4M | 841,156 | 19.04% |
| 4 | S&P GLOBAL INC | $212.2M | 498,893 | 12.98% |
| 5 | ICICI BANK LIMITED | $204.4M | 7,890,422 | 12.50% |
| 6 | SHERWIN WILLIAMS CO | $113.5M | 354,181 | 6.94% |
| 7 | SHARKNINJA INC | $44.0M | 415,165 | 2.69% |
| 8 | HDFC BANK LTD | $34.1M | 1,369,248 | 2.08% |
| 9 | ASML HOLDING N V | $24.8M | 18,752 | 1.51% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.