|
AMZN
|
US |
AMAZON.COM INC |
1,404,694 |
$308M |
8.38% |
44.3%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
696,504 |
$294M |
7.98% |
-3.0%
|
- |
|
AAPL
|
US |
APPLE INC |
1,152,100 |
$289M |
7.85% |
-7.4%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
2,010,881 |
$270M |
7.34% |
4.0%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
405,370 |
$237M |
6.45% |
-21.6%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
865,658 |
$171M |
4.65% |
-0.9%
|
- |
|
TSLA
|
US |
TESLA INC |
341,855 |
$138M |
3.75% |
-11.1%
|
- |
|
GEV
|
US |
GE VERNOVA INC |
415,973 |
$137M |
3.72% |
38.0%
|
- |
|
CMG
|
US |
CHIPOTLE MEXICAN GRILL INC |
2,232,088 |
$135M |
3.66% |
-14.6%
|
- |
|
NFLX
|
US |
NETFLIX INC |
139,410 |
$124M |
3.38% |
1.2%
|
- |
|
COST
|
US |
COSTCO WHOLESALE CORP |
131,489 |
$120M |
3.28% |
-0.8%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
586,261 |
$111M |
3.02% |
-1.9%
|
- |
|
GE
|
US |
GENERAL ELECTRIC |
663,960 |
$111M |
3.01% |
-2.3%
|
- |
|
SNPS
|
US |
SYNOPSYS INC |
226,105 |
$110M |
2.98% |
-4.4%
|
- |
|
NOW
|
US |
SERVICENOW INC |
74,906 |
$79M |
2.16% |
-
|
- |
|
SPOT
|
US |
SPOTIFY TECHNOLOGY SA |
171,591 |
$77M |
2.09% |
-
|
- |
|
ASML
|
US |
ASML HOLDING NV-NY REG SHS |
102,365 |
$71M |
1.93% |
-13.5%
|
- |
|
GS
|
US |
GOLDMAN SACHS GROUP INC |
122,860 |
$70M |
1.91% |
100.0%
|
- |
|
APP
|
US |
APPLOVIN CORP-CLASS A |
213,918 |
$69M |
1.88% |
211.6%
|
- |
|
BA
|
US |
BOEING CO/THE |
377,945 |
$67M |
1.82% |
100.0%
|
- |