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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VISA INC | $40.6M | 134217 | 7.22% |
| 2 | TEXAS INSTRS INC | $34.2M | 175943 | 6.08% |
| 3 | APPLIED MATLS INC | $34.1M | 99875 | 6.07% |
| 4 | ASML HLDG NV | $25.3M | 19148 | 4.50% |
| 5 | AT&T INC | $23.7M | 816145 | 4.21% |
| 6 | INTEL CORP | $21.6M | 489475 | 3.84% |
| 7 | ALPHABET INC | $20.5M | 71263 | 3.65% |
| 8 | DELL TECHNOLOGIES INC | $20.2M | 122923 | 3.59% |
| 9 | AMAZON COM INC | $15.7M | 75562 | 2.80% |
| 10 | WESTERN DIGITAL CORP | $14.2M | 52501 | 2.53% |
| 11 | ON SEMICONDUCTOR CORP | $11.9M | 191939 | 2.11% |
| 12 | ISHARES INC | $11.6M | 93962 | 2.06% |
| 13 | JABIL INC | $11.2M | 42114 | 1.99% |
| 14 | CORNING INC | $10.8M | 79414 | 1.92% |
| 15 | NOKIA CORP | $10.3M | 1286951 | 1.84% |
| 16 | AKAMAI TECHNOLOGIES INC | $10.2M | 88912 | 1.82% |
| 17 | NVIDIA CORPORATION | $10.2M | 58338 | 1.81% |
| 18 | BAIDU INC | $10.0M | 89428 | 1.77% |
| 19 | ALIBABA GROUP HLDG LTD | $9.6M | 76742 | 1.71% |
| 20 | SYNOPSYS INC | $9.6M | 24244 | 1.71% |
| 21 | CROWDSTRIKE HLDGS INC | $9.3M | 23910 | 1.66% |
| 22 | INTERNATIONAL BUSINESS MACHS | $9.3M | 38367 | 1.65% |
| 23 | STMICROELECTRONICS N V | $9.3M | 268713 | 1.65% |
| 24 | BLOCK INC | $9.2M | 153516 | 1.64% |
| 25 | CELESTICA INC | $9.2M | 32611 | 1.63% |
| 26 | ANALOG DEVICES INC | $9.2M | 28770 | 1.63% |
| 27 | SALESFORCE INC | $8.6M | 45836 | 1.52% |
| 28 | FORTINET INC | $8.4M | 102323 | 1.49% |
| 29 | CLOUDFLARE INC | $8.3M | 40296 | 1.48% |
| 30 | HUBSPOT INC | $7.4M | 30209 | 1.31% |
| 31 | INTUIT | $7.3M | 16969 | 1.31% |
| 32 | ZILLOW GROUP INC | $6.9M | 166313 | 1.22% |
| 33 | CHECK POINT SOFTWARE TECH LT | $6.5M | 45590 | 1.16% |
| 34 | BOOKING HOLDINGS INC | $6.4M | 1510 | 1.13% |
| 35 | UNITY SOFTWARE INC | $6.1M | 279870 | 1.09% |
| 36 | ROKU INC | $6.0M | 63922 | 1.08% |
| 37 | ACCENTURE PLC IRELAND | $6.0M | 30121 | 1.06% |
| 38 | DATADOG INC | $5.5M | 46169 | 0.97% |
| 39 | BROADCOM INC | $5.1M | 16409 | 0.90% |
| 40 | ROBINHOOD MKTS INC | $5.1M | 72900 | 0.90% |
| 41 | LUMENTUM HLDGS INC | $5.0M | 7187 | 0.90% |
| 42 | DOORDASH INC | $5.0M | 32975 | 0.88% |
| 43 | NEBIUS GROUP N.V. | $4.5M | 43645 | 0.81% |
| 44 | PAYPAL HLDGS INC | $4.5M | 99571 | 0.80% |
| 45 | SNOWFLAKE INC | $3.9M | 25614 | 0.69% |
| 46 | AUTOMATIC DATA PROCESSING IN | $3.6M | 17934 | 0.65% |
| 47 | DISNEY WALT CO | $3.6M | 37792 | 0.65% |
| 48 | QORVO INC | $3.0M | 38312 | 0.53% |
| 49 | TESLA INC | $2.8M | 7458 | 0.49% |
| 50 | FLUTTER ENTMT PLC | $2.7M | 26856 | 0.49% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.