|
NVDA
|
US |
NVIDIA CORP |
9,997,258 |
$1,343M |
7.86% |
78.3%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
2,421,485 |
$1,021M |
5.98% |
25.7%
|
- |
|
AAPL
|
US |
APPLE INC |
3,208,608 |
$803M |
4.71% |
12.9%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
1,270,413 |
$745M |
4.36% |
-1.7%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
2,806,921 |
$616M |
3.61% |
18.8%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
2,967,895 |
$562M |
3.29% |
42.1%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
643,103 |
$377M |
2.21% |
4.0%
|
- |
|
IYR
|
US |
ISHARES US REAL ESTATE ETF |
4,012,646 |
$373M |
2.19% |
10.6%
|
- |
|
HON
|
US |
HONEYWELL INTERNATIONAL INC |
1,265,358 |
$286M |
1.67% |
411.8%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
795,454 |
$251M |
1.47% |
-7.7%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
967,703 |
$232M |
1.36% |
-6.2%
|
- |
|
CTSH
|
US |
COGNIZANT TECH SOLUTIONS-A |
2,929,239 |
$225M |
1.32% |
0.4%
|
- |
|
57636q104
|
- |
MASTERCARD- A |
429,578 |
$226M |
1.32% |
100.0%
|
- |
|
UNH
|
US |
UNITEDHEALTH GROUP INC |
418,371 |
$212M |
1.24% |
4.2%
|
- |
|
LIN
|
US |
LINDE PLC |
498,640 |
$209M |
1.22% |
44.2%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
1,087,444 |
$207M |
1.21% |
-3.2%
|
- |
|
TSLA
|
US |
TESLA INC |
477,042 |
$193M |
1.13% |
-16.0%
|
- |
|
AVGO
|
US |
BROADCOM INC |
795,927 |
$185M |
1.08% |
0.0%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
394,195 |
$179M |
1.05% |
-8.0%
|
- |
|
PG
|
US |
PROCTER & GAMBLE CO/THE |
1,002,811 |
$168M |
0.98% |
6.8%
|
- |