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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $104.6M | 600000 | 8.15% |
| 2 | APPLE INC | $103.8M | 409043 | 8.08% |
| 3 | MICROSOFT CORP | $74.0M | 200000 | 5.76% |
| 4 | META PLATFORMS INC | $68.7M | 120000 | 5.35% |
| 5 | AMAZON COM INC | $62.5M | 300000 | 4.87% |
| 6 | MICRON TECHNOLOGY INC | $50.7M | 150000 | 3.95% |
| 7 | BROADCOM INC | $46.4M | 150000 | 3.62% |
| 8 | TAIWAN SEMICONDUCTOR MANUFAC | $40.6M | 120000 | 3.16% |
| 9 | ORACLE CORP | $40.5M | 275000 | 3.15% |
| 10 | ALPHABET INC | $34.5M | 120000 | 2.69% |
| 11 | ALAMOS GOLD INC | $33.3M | 750000 | 2.59% |
| 12 | BERKSHIRE HATHAWAY INC DEL | $31.2M | 65045 | 2.43% |
| 13 | CORPAY INC | $23.3M | 80000 | 1.81% |
| 14 | AMPHENOL CORP | $22.7M | 180000 | 1.77% |
| 15 | MASTERCARD INCORPORATED | $22.5M | 45000 | 1.75% |
| 16 | GE VERNOVA INC | $21.8M | 25000 | 1.70% |
| 17 | NEWMONT CORP | $21.6M | 200000 | 1.69% |
| 18 | BP PLC | $21.1M | 450000 | 1.65% |
| 19 | UBER TECHNOLOGIES INC | $19.5M | 271429 | 1.52% |
| 20 | GALLAGHER ARTHUR J & CO | $19.5M | 90000 | 1.52% |
| 21 | AGNICO EAGLE MINES LTD | $19.3M | 95000 | 1.50% |
| 22 | SERVICENOW INC | $19.2M | 183184 | 1.49% |
| 23 | ADVANCED MICRO DEVICES INC | $18.3M | 90000 | 1.43% |
| 24 | INTERNATIONAL BUSINESS MACHS | $18.1M | 74657 | 1.41% |
| 25 | SALESFORCE INC | $16.9M | 90608 | 1.32% |
| 26 | BOSTON SCIENTIFIC CORP | $15.7M | 250000 | 1.22% |
| 27 | EATON CORP PLC | $14.4M | 40378 | 1.12% |
| 28 | PROLOGIS INC. | $13.8M | 104148 | 1.07% |
| 29 | VISA INC | $13.6M | 45000 | 1.06% |
| 30 | ASML HLDG NV | $13.2M | 10000 | 1.03% |
| 31 | DANAHER CORP DEL | $13.1M | 69057 | 1.02% |
| 32 | INTUIT | $12.0M | 27804 | 0.94% |
| 33 | KLA CORP | $11.7M | 7928 | 0.91% |
| 34 | MONOLITHIC PWR SYS INC | $11.6M | 10640 | 0.91% |
| 35 | ELI LILLY & CO | $11.5M | 12500 | 0.90% |
| 36 | CHENIERE ENERGY INC | $11.3M | 40000 | 0.88% |
| 37 | S&P GLOBAL INC | $10.6M | 25000 | 0.83% |
| 38 | APPLIED MATLS INC | $10.3M | 30000 | 0.80% |
| 39 | UNITEDHEALTH GROUP INC | $10.2M | 37627 | 0.79% |
| 40 | LAM RESEARCH CORP | $9.6M | 45000 | 0.75% |
| 41 | BANK AMERICA CORP | $9.5M | 195874 | 0.74% |
| 42 | MOODYS CORP | $8.7M | 20000 | 0.68% |
| 43 | JPMORGAN CHASE & CO | $8.4M | 28507 | 0.65% |
| 44 | EQT CORP | $8.3M | 130000 | 0.64% |
| 45 | ARISTA NETWORKS INC | $8.3M | 67371 | 0.64% |
| 46 | SPOTIFY TECHNOLOGY S A | $8.0M | 16508 | 0.62% |
| 47 | NETFLIX INC. | $7.7M | 80000 | 0.60% |
| 48 | ALASKA AIR GROUP INC | $7.4M | 200000 | 0.57% |
| 49 | VERTIV HOLDINGS CO | $7.2M | 28541 | 0.56% |
| 50 | ABBVIE INC | $7.0M | 32184 | 0.55% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.