Loading portfolio…
Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC | $21.2M | 73646 | 15.67% |
| 2 | NVIDIA CORPORATION | $21.2M | 121352 | 15.66% |
| 3 | MICROSOFT CORP | $16.5M | 44601 | 12.22% |
| 4 | VISA INC | $14.8M | 48901 | 10.94% |
| 5 | CHUBB LTD SWITZ | $13.3M | 40864 | 9.85% |
| 6 | MARRIOTT INTL INC NEW | $10.2M | 31333 | 7.58% |
| 7 | SALESFORCE INC | $7.9M | 42146 | 5.82% |
| 8 | MICRON TECHNOLOGY INC | $7.7M | 22733 | 5.68% |
| 9 | TAIWAN SEMICONDUCTOR MANUFAC | $6.8M | 20182 | 5.05% |
| 10 | QUALCOMM INC | $4.4M | 33926 | 3.23% |
| 11 | HEWLETT PACKARD ENTERPRISE C | $4.3M | 180389 | 3.18% |
| 12 | BROADCOM INC | $2.2M | 7064 | 1.62% |
| 13 | APPLE INC | $1.3M | 4943 | 0.93% |
| 14 | UBER TECHNOLOGIES INC | $765K | 10630 | 0.57% |
| 15 | INTUIT | $748K | 1729 | 0.55% |
| 16 | FISERV INC | $654K | 11728 | 0.48% |
| 17 | AUTOHOME INC | $441K | 25388 | 0.33% |
| 18 | META PLATFORMS INC | $377K | 659 | 0.28% |
| 19 | FUTU HLDGS LTD | $328K | 2396 | 0.24% |
| 20 | CIENA CORP | $96K | 246 | 0.07% |
| 21 | MARKEL GROUP INC | $25K | 13 | 0.02% |
| 22 | ADOBE INC | $24K | 97 | 0.02% |
| 23 | S&P GLOBAL INC | $17K | 41 | 0.01% |
| 24 | GALLAGHER ARTHUR J & CO | $14K | 64 | 0.01% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.