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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | TESLA INC | $51.6M | 138900 | 5.14% |
| 2 | VANGUARD INDEX FDS | $49.8M | 83414 | 4.96% |
| 3 | APPLE INC | $39.6M | 156000 | 3.94% |
| 4 | LUMENTUM HLDGS INC | $39.0M | 55567 | 3.89% |
| 5 | FUTU HLDGS LTD | $37.8M | 276466 | 3.76% |
| 6 | ALPHABET INC | $36.5M | 127075 | 3.63% |
| 7 | ALPHABET INC | $34.0M | 118376 | 3.39% |
| 8 | ALIBABA GROUP HLDG LTD | $30.1M | 240000 | 3.00% |
| 9 | TAIWAN SEMICONDUCTOR MANUFAC | $28.5M | 84392 | 2.84% |
| 10 | PDD HOLDINGS INC | $27.0M | 264003 | 2.68% |
| 11 | MICROSOFT CORP | $26.1M | 70430 | 2.59% |
| 12 | MICRON TECHNOLOGY INC | $23.7M | 70150 | 2.36% |
| 13 | AMAZON COM INC | $22.8M | 109436 | 2.27% |
| 14 | VISA INC | $21.1M | 69810 | 2.10% |
| 15 | PHILIP MORRIS INTL INC | $21.0M | 127221 | 2.09% |
| 16 | NVIDIA CORPORATION | $20.1M | 115022 | 2.00% |
| 17 | ISHARES TR | $19.3M | 198844 | 1.92% |
| 18 | QXO INC | $17.6M | 903995 | 1.75% |
| 19 | CONOCOPHILLIPS | $17.1M | 129176 | 1.70% |
| 20 | BROADCOM INC | $17.0M | 55031 | 1.70% |
| 21 | SYNOPSYS INC | $16.3M | 41118 | 1.62% |
| 22 | GALLAGHER ARTHUR J & CO | $14.7M | 68084 | 1.47% |
| 23 | CITIZENS FINL GROUP INC | $14.3M | 238340 | 1.42% |
| 24 | US BANCORP | $14.1M | 271560 | 1.41% |
| 25 | EQUIFAX INC | $13.9M | 77197 | 1.38% |
| 26 | CORPAY INC | $13.6M | 46883 | 1.36% |
| 27 | ELEVANCE HEALTH INC FORMERLY | $13.5M | 45946 | 1.34% |
| 28 | KEURIG DR PEPPER INC | $13.4M | 508697 | 1.33% |
| 29 | ZOETIS INC | $12.9M | 109056 | 1.28% |
| 30 | TE CONNECTIVITY PLC | $12.7M | 60603 | 1.26% |
| 31 | SEAGATE TECHNOLOGY HLDNGS PL | $12.4M | 31744 | 1.24% |
| 32 | QUALCOMM INC | $12.3M | 95280 | 1.22% |
| 33 | UBER TECHNOLOGIES INC | $12.0M | 166974 | 1.20% |
| 34 | SPOTIFY TECHNOLOGY S A | $11.0M | 22772 | 1.10% |
| 35 | IQVIA HLDGS INC | $10.5M | 61835 | 1.05% |
| 36 | PTC INC | $9.8M | 68982 | 0.98% |
| 37 | BROWN & BROWN INC | $9.8M | 150136 | 0.97% |
| 38 | ALIGN TECHNOLOGY INC | $9.4M | 54966 | 0.94% |
| 39 | META PLATFORMS INC | $9.4M | 16363 | 0.93% |
| 40 | UNITEDHEALTH GROUP INC | $9.3M | 34249 | 0.92% |
| 41 | FISERV INC | $9.2M | 164057 | 0.91% |
| 42 | NETEASE COM INC | $9.0M | 80000 | 0.89% |
| 43 | EATON CORP PLC | $8.7M | 24293 | 0.86% |
| 44 | MEDTRONIC PLC | $8.5M | 98104 | 0.85% |
| 45 | WELLS FARGO & CO | $8.4M | 105857 | 0.84% |
| 46 | API GROUP CORP | $8.4M | 206767 | 0.83% |
| 47 | AVANTOR INC | $8.0M | 1018891 | 0.79% |
| 48 | TEXAS INSTRS INC | $7.9M | 40566 | 0.78% |
| 49 | LPL FINL HLDGS INC | $7.8M | 26041 | 0.78% |
| 50 | AUTODESK INC | $7.3M | 30697 | 0.73% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.