|
AAPL
|
US |
APPLE INC |
144,731 |
$36M |
7.98% |
-2.9%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
52,558 |
$22M |
4.88% |
-3.2%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
126,643 |
$17M |
3.75% |
1.1%
|
- |
|
GWW
|
US |
WW GRAINGER INC |
13,720 |
$14M |
3.19% |
-2.6%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
74,433 |
$14M |
3.10% |
-0.8%
|
- |
|
NVO
|
US |
NOVO-NORDISK A/S-SPONS ADR |
145,698 |
$13M |
2.76% |
-11.9%
|
- |
|
040413205
|
- |
ARISTA NETWORKS INC |
112,964 |
$12M |
2.75% |
100.0%
|
- |
|
MA
|
US |
MASTERCARD INC - A |
22,494 |
$12M |
2.61% |
0.3%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
19,913 |
$12M |
2.57% |
1.6%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
21,893 |
$10M |
2.19% |
-
|
- |
|
CDNS
|
US |
CADENCE DESIGN SYS INC |
32,686 |
$10M |
2.16% |
-0.3%
|
- |
|
FI
|
US |
FISERV INC |
47,302 |
$10M |
2.14% |
0.2%
|
- |
|
ETN
|
US |
EATON CORP PLC |
27,491 |
$9M |
2.01% |
10.0%
|
- |
|
TT
|
US |
TRANE TECHNOLOGIES PLC |
23,832 |
$9M |
1.94% |
7.1%
|
- |
|
FLEX
|
US |
FLEX LTD |
221,606 |
$9M |
1.87% |
0.2%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
37,086 |
$8M |
1.79% |
2.3%
|
- |
|
FANG
|
US |
DIAMONDBACK ENERGY INC |
45,320 |
$7M |
1.64% |
-0.6%
|
- |
|
RACE
|
US |
FERRARI NV |
16,805 |
$7M |
1.57% |
0.2%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
29,625 |
$7M |
1.56% |
38.3%
|
- |
|
MANH
|
US |
MANHATTAN ASSOCIATES INC |
24,858 |
$7M |
1.48% |
-0.3%
|
- |