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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $52.7M | 302400 | 7.48% |
| 2 | ALPHABET INC | $48.0M | 166800 | 6.81% |
| 3 | BROADCOM INC | $38.7M | 124960 | 5.49% |
| 4 | ARISTA NETWORKS INC | $31.5M | 256905 | 4.48% |
| 5 | TAIWAN SEMICONDUCTOR MANUFAC | $28.2M | 83310 | 4.00% |
| 6 | AMAZON COM INC | $26.5M | 127120 | 3.76% |
| 7 | META PLATFORMS INC | $23.6M | 41175 | 3.34% |
| 8 | MICROSOFT CORP | $23.2M | 62550 | 3.29% |
| 9 | APPLE INC | $18.1M | 71165 | 2.56% |
| 10 | APPLIED MATLS INC | $13.5M | 39465 | 1.91% |
| 11 | LAM RESEARCH CORP | $13.2M | 61570 | 1.87% |
| 12 | ANALOG DEVICES INC | $13.0M | 40780 | 1.84% |
| 13 | PALO ALTO NETWORKS INC | $12.3M | 76970 | 1.75% |
| 14 | EXXON MOBIL CORP | $11.7M | 68900 | 1.66% |
| 15 | SALESFORCE INC | $10.5M | 56495 | 1.50% |
| 16 | MERCADOLIBRE INC | $10.5M | 6055 | 1.49% |
| 17 | SERVICENOW INC | $10.1M | 96800 | 1.44% |
| 18 | ELI LILLY & CO | $8.4M | 9110 | 1.19% |
| 19 | ASTRAZENECA PLC | $8.1M | 41890 | 1.16% |
| 20 | JPMORGAN CHASE & CO | $8.1M | 27395 | 1.14% |
| 21 | MICRON TECHNOLOGY INC | $7.2M | 21380 | 1.02% |
| 22 | ISHARES TR | $6.9M | 50150 | 0.98% |
| 23 | CHEVRON CORPORATION | $6.7M | 32380 | 0.95% |
| 24 | BLACKROCK INC | $6.5M | 6787 | 0.93% |
| 25 | MERCK & CO INC | $6.5M | 53620 | 0.92% |
| 26 | ADVANCED MICRO DEVICES INC | $6.0M | 29580 | 0.85% |
| 27 | BOOKING HOLDINGS INC | $6.0M | 1422 | 0.85% |
| 28 | PALANTIR TECHNOLOGIES INC | $6.0M | 40800 | 0.85% |
| 29 | TOTALENERGIES SE | $5.6M | 59770 | 0.79% |
| 30 | MARVELL TECHNOLOGY INC | $5.5M | 56000 | 0.79% |
| 31 | LUMENTUM HLDGS INC | $5.3M | 7550 | 0.75% |
| 32 | UNITEDHEALTH GROUP INC | $5.3M | 19510 | 0.75% |
| 33 | ALBEMARLE CORP | $4.7M | 26110 | 0.67% |
| 34 | SOUTHERN COPPER CORP | $4.6M | 26827 | 0.66% |
| 35 | ISHARES INC | $4.6M | 54330 | 0.65% |
| 36 | JOHNSON & JOHNSON | $4.5M | 18545 | 0.64% |
| 37 | SANDISK CORP | $4.3M | 6700 | 0.60% |
| 38 | WESTERN DIGITAL CORP | $4.2M | 15600 | 0.60% |
| 39 | CAMECO CORP | $4.2M | 38530 | 0.59% |
| 40 | NEWMONT CORP | $3.9M | 35720 | 0.55% |
| 41 | NUTRIEN LTD | $3.8M | 50050 | 0.54% |
| 42 | RTX CORPORATION | $3.7M | 19400 | 0.53% |
| 43 | GE AEROSPACE | $3.7M | 13140 | 0.53% |
| 44 | ISHARES INC | $3.6M | 66500 | 0.52% |
| 45 | VENTAS INC | $3.6M | 43885 | 0.51% |
| 46 | MASTERCARD INCORPORATED | $3.6M | 7155 | 0.51% |
| 47 | GUIDEWIRE SOFTWARE INC | $3.5M | 23300 | 0.49% |
| 48 | INTUITIVE SURGICAL INC | $3.4M | 7420 | 0.49% |
| 49 | UBER TECHNOLOGIES INC | $3.2M | 45000 | 0.46% |
| 50 | ISHARES INC | $3.2M | 44900 | 0.45% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.