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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $20.1M | 115280 | 15.32% |
| 2 | BROADCOM INC | $10.1M | 32605 | 7.69% |
| 3 | ALPHABET INC | $9.8M | 34114 | 7.46% |
| 4 | AMAZON COM INC | $9.8M | 46898 | 7.44% |
| 5 | APPLE INC | $8.2M | 32122 | 6.21% |
| 6 | META PLATFORMS INC | $7.1M | 12327 | 5.38% |
| 7 | MICROSOFT CORP | $6.5M | 17539 | 4.95% |
| 8 | MASTERCARD INCORPORATED | $6.1M | 12307 | 4.69% |
| 9 | TESLA INC | $5.9M | 15855 | 4.49% |
| 10 | HOWMET AEROSPACE INC | $5.2M | 22553 | 3.96% |
| 11 | AMPHENOL CORP | $5.2M | 40948 | 3.94% |
| 12 | GE AEROSPACE | $4.8M | 17056 | 3.69% |
| 13 | ELI LILLY & CO | $4.1M | 4467 | 3.13% |
| 14 | ARISTA NETWORKS INC | $4.0M | 32654 | 3.06% |
| 15 | KLA CORP | $3.8M | 2596 | 2.91% |
| 16 | VISA INC | $3.8M | 12424 | 2.86% |
| 17 | MORGAN STANLEY | $3.6M | 21766 | 2.73% |
| 18 | VIKING HOLDINGS LTD | $3.2M | 44192 | 2.47% |
| 19 | TJX COS INC NEW | $3.2M | 19823 | 2.41% |
| 20 | ROSS STORES INC | $3.1M | 14238 | 2.35% |
| 21 | RALPH LAUREN CORP | $2.9M | 8486 | 2.22% |
| 22 | ISHARES TR | $645K | 1808 | 0.49% |
| 23 | ISHARES TR | $174K | 409 | 0.13% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.