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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | Linde plc | $2.52B | 5083319 | 51.34% |
| 2 | International Flavors & Fragrances, Inc. | $1.84B | 25356381 | 37.48% |
| 3 | Sensient Technologies Corporation | $545.0M | 6304914 | 11.10% |
| 4 | PDD Holdings Inc. | $3.6M | 35000 | 0.07% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.