|
NVDA
|
US |
NVIDIA CORP |
10,672,077 |
$1,433M |
10.56% |
0.3%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
1,908,954 |
$1,118M |
8.24% |
19.9%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
5,006,220 |
$1,098M |
8.09% |
9.7%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
2,481,329 |
$1,046M |
7.71% |
7.5%
|
- |
|
NFLX
|
US |
NETFLIX INC |
894,909 |
$798M |
5.88% |
22.9%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
3,409,569 |
$645M |
4.76% |
40.9%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
2,409,125 |
$476M |
3.51% |
14.3%
|
- |
|
AAPL
|
US |
APPLE INC |
1,723,822 |
$432M |
3.18% |
11.9%
|
- |
|
NOW
|
US |
SERVICENOW INC |
398,594 |
$423M |
3.11% |
67.3%
|
- |
|
BX
|
US |
BLACKSTONE INC |
1,984,892 |
$342M |
2.52% |
61.2%
|
- |
|
BSX
|
US |
BOSTON SCIENTIFIC CORP |
3,752,430 |
$335M |
2.47% |
208.2%
|
- |
|
COST
|
US |
COSTCO WHOLESALE CORP |
345,816 |
$317M |
2.33% |
-15.6%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
836,418 |
$264M |
1.95% |
11.9%
|
- |
|
VRT
|
US |
VERTIV HOLDINGS CO-A |
2,335,196 |
$265M |
1.95% |
-1.1%
|
- |
|
TW
|
US |
TRADEWEB MARKETS INC-CLASS A |
1,971,550 |
$258M |
1.90% |
-3.4%
|
- |
|
IBN
|
US |
ICICI BANK LTD-SPON ADR |
7,494,180 |
$224M |
1.65% |
42.7%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
930,284 |
$223M |
1.64% |
100.0%
|
- |
|
MS
|
US |
MORGAN STANLEY |
1,556,964 |
$196M |
1.44% |
100.0%
|
- |
|
CMG
|
US |
CHIPOTLE MEXICAN GRILL INC |
3,081,455 |
$186M |
1.37% |
39.2%
|
- |
|
CTAS
|
US |
CINTAS CORP |
910,992 |
$166M |
1.23% |
14.0%
|
- |