|
AMZN
|
US |
AMAZON.COM INC |
2,016,869 |
$442M |
9.71% |
2.8%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
926,144 |
$389M |
8.53% |
3.1%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
2,346,417 |
$315M |
6.92% |
1.0%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
1,510,314 |
$286M |
6.28% |
-11.0%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
639,608 |
$202M |
4.44% |
2.3%
|
- |
|
UNH
|
US |
UNITEDHEALTH GROUP INC |
263,655 |
$133M |
2.93% |
3.9%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
221,459 |
$130M |
2.85% |
3.5%
|
- |
|
COST
|
US |
COSTCO WHOLESALE CORP |
117,254 |
$107M |
2.36% |
45.0%
|
- |
|
ISRG
|
US |
INTUITIVE SURGICAL INC |
190,969 |
$100M |
2.19% |
0.5%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
506,535 |
$96M |
2.12% |
4.3%
|
- |
|
CTAS
|
US |
CINTAS CORP |
514,336 |
$94M |
2.06% |
0.7%
|
- |
|
CMG
|
US |
CHIPOTLE MEXICAN GRILL INC |
1,518,593 |
$92M |
2.01% |
22.5%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
447,801 |
$88M |
1.94% |
-7.1%
|
- |
|
TMO
|
US |
THERMO FISHER SCIENTIFIC INC |
153,157 |
$80M |
1.75% |
0.3%
|
- |
|
PEP
|
US |
PEPSICO INC |
470,387 |
$72M |
1.57% |
2.5%
|
- |
|
AAPL
|
US |
APPLE INC |
282,519 |
$71M |
1.55% |
-0.4%
|
- |
|
ZTS
|
US |
ZOETIS INC |
419,530 |
$68M |
1.50% |
5.4%
|
- |
|
CRM
|
US |
SALESFORCE INC |
196,725 |
$66M |
1.44% |
-0.4%
|
- |
|
WFC
|
US |
WELLS FARGO & CO |
904,916 |
$64M |
1.40% |
-4.1%
|
- |
|
MCD
|
US |
MCDONALD'S CORP |
209,464 |
$61M |
1.33% |
15.3%
|
- |