|
AVGO
|
US |
BROADCOM INC |
109,613 |
$25M |
4.72% |
-4.4%
|
- |
|
AAPL
|
US |
APPLE INC |
81,010 |
$20M |
3.77% |
-1.3%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
48,232 |
$20M |
3.77% |
0.1%
|
- |
|
MA
|
US |
MASTERCARD INC - A |
33,448 |
$18M |
3.27% |
-0.6%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
119,560 |
$16M |
2.98% |
1.4%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
81,628 |
$15M |
2.87% |
2.3%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
61,583 |
$14M |
2.51% |
0.2%
|
- |
|
TMO
|
US |
THERMO FISHER SCIENTIFIC INC |
24,739 |
$13M |
2.39% |
-0.9%
|
- |
|
DHR
|
US |
DANAHER CORP |
52,501 |
$12M |
2.24% |
-3.2%
|
- |
|
COST
|
US |
COSTCO WHOLESALE CORP |
12,712 |
$12M |
2.16% |
-0.8%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
44,518 |
$11M |
1.98% |
-0.2%
|
- |
|
HEI
|
US |
HEICO CORP |
42,327 |
$10M |
1.87% |
-0.7%
|
- |
|
CPRT
|
US |
COPART INC |
139,118 |
$8M |
1.48% |
1.4%
|
- |
|
ABBV
|
US |
ABBVIE INC |
44,589 |
$8M |
1.47% |
-0.7%
|
- |
|
BX
|
US |
BLACKSTONE INC |
41,297 |
$7M |
1.32% |
-0.7%
|
- |
|
AXON
|
US |
AXON ENTERPRISE INC |
11,487 |
$7M |
1.27% |
1.4%
|
- |
|
ICE
|
US |
INTERCONTINENTAL EXCHANGE IN |
45,247 |
$7M |
1.25% |
2.8%
|
- |
|
NOW
|
US |
SERVICENOW INC |
6,376 |
$7M |
1.25% |
4.8%
|
- |
|
XLK
|
US |
TECHNOLOGY SELECT SECT SPDR |
28,168 |
$7M |
1.22% |
-12.3%
|
- |
|
UNH
|
US |
UNITEDHEALTH GROUP INC |
12,977 |
$7M |
1.22% |
-1.7%
|
- |