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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA Corp | $10.4M | 55992 | 9.80% |
| 2 | Apple Inc | $9.4M | 34570 | 8.82% |
| 3 | Microsoft Corp | $8.3M | 17085 | 7.75% |
| 4 | Broadcom Inc | $5.8M | 16898 | 5.49% |
| 5 | Amazon.com Inc | $5.7M | 24522 | 5.31% |
| 6 | Alphabet Inc | $4.1M | 13136 | 3.86% |
| 7 | Alphabet Inc | $3.9M | 12276 | 3.62% |
| 8 | Tesla Inc | $3.7M | 8319 | 3.51% |
| 9 | Meta Platforms Inc | $3.2M | 4845 | 3.00% |
| 10 | Palantir Technologies Inc | $2.3M | 12774 | 2.13% |
| 11 | Netflix Inc | $2.2M | 23940 | 2.11% |
| 12 | Advanced Micro Devices Inc | $2.1M | 9656 | 1.94% |
| 13 | Costco Wholesale Corp | $2.0M | 2361 | 1.91% |
| 14 | Micron Technology Inc | $1.9M | 6628 | 1.78% |
| 15 | Cisco Systems Inc | $1.8M | 22936 | 1.65% |
| 16 | Lam Research Corp | $1.3M | 7485 | 1.20% |
| 17 | T-Mobile US Inc | $1.2M | 5983 | 1.14% |
| 18 | AppLovin Corp | $1.2M | 1781 | 1.13% |
| 19 | Applied Materials Inc | $1.2M | 4561 | 1.10% |
| 20 | Shopify Inc | $1.1M | 7109 | 1.07% |
| 21 | Linde PLC | $1.1M | 2568 | 1.03% |
| 22 | Intuitive Surgical Inc | $1.1M | 1929 | 1.03% |
| 23 | KLA CORP | $1.0M | 851 | 0.97% |
| 24 | Booking Holdings Inc | $991K | 185 | 0.93% |
| 25 | PepsiCo Inc | $972K | 6774 | 0.91% |
| 26 | Amgen Inc | $927K | 2831 | 0.87% |
| 27 | Gilead Sciences Inc | $876K | 7133 | 0.82% |
| 28 | Texas Instruments Inc | $865K | 4986 | 0.81% |
| 29 | Intuit Inc | $811K | 1224 | 0.76% |
| 30 | Analog Devices Inc | $776K | 2861 | 0.73% |
| 31 | Intel Corp | $756K | 20478 | 0.71% |
| 32 | Palo Alto Networks Inc | $729K | 3956 | 0.68% |
| 33 | QUALCOMM Inc | $698K | 4082 | 0.66% |
| 34 | Crowdstrike Holdings Inc | $695K | 1483 | 0.65% |
| 35 | Honeywell International Inc | $695K | 3562 | 0.65% |
| 36 | Adobe Inc | $691K | 1973 | 0.65% |
| 37 | Vertex Pharmaceuticals Inc | $677K | 1494 | 0.64% |
| 38 | Constellation Energy Corp | $619K | 1752 | 0.58% |
| 39 | MercadoLibre Inc | $590K | 293 | 0.55% |
| 40 | Automatic Data Processing Inc | $588K | 2287 | 0.55% |
| 41 | ASML Holding NV | $585K | 547 | 0.55% |
| 42 | Synopsys Inc | $551K | 1172 | 0.52% |
| 43 | Cadence Design Systems Inc | $547K | 1749 | 0.51% |
| 44 | DoorDash Inc | $542K | 2394 | 0.51% |
| 45 | Marriott International Inc/MD | $502K | 1617 | 0.47% |
| 46 | O'Reilly Automotive Inc | $446K | 4895 | 0.42% |
| 47 | MARVELL TECHNOLOGY INC | $432K | 5078 | 0.41% |
| 48 | Monster Beverage Corp | $427K | 5566 | 0.40% |
| 49 | Starbucks Corp | $425K | 5050 | 0.40% |
| 50 | Comcast Corp | $425K | 14225 | 0.40% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.