|
MS
|
US |
MORGAN STANLEY |
810,432 |
$102M |
5.27% |
-
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
146,300 |
$86M |
4.44% |
-
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
105,000 |
$61M |
3.18% |
-
|
- |
|
BRK/A
|
US |
BERKSHIRE HATHAWAY INC-CL A |
76 |
$52M |
2.68% |
-
|
- |
|
APP
|
US |
APPLOVIN CORP-CLASS A |
129,955 |
$42M |
2.18% |
-
|
- |
|
FICO
|
US |
FAIR ISAAC CORP |
20,000 |
$40M |
2.06% |
-
|
- |
|
BLDR
|
US |
BUILDERS FIRSTSOURCE INC |
258,702 |
$37M |
1.91% |
-
|
- |
|
MA
|
US |
MASTERCARD INC - A |
65,500 |
$34M |
1.78% |
-
|
- |
|
DAC
|
US |
DANAOS CORP |
418,015 |
$33M |
1.73% |
-
|
- |
|
BAC
|
US |
BANK OF AMERICA CORP |
760,000 |
$33M |
1.73% |
-
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
95,000 |
$30M |
1.55% |
-
|
- |
|
AAPL
|
US |
APPLE INC |
120,000 |
$30M |
1.55% |
-
|
- |
|
UNH
|
US |
UNITEDHEALTH GROUP INC |
55,000 |
$28M |
1.44% |
-
|
- |
|
SPGI
|
US |
S&P GLOBAL INC |
50,000 |
$25M |
1.29% |
-
|
- |
|
MMYT
|
US |
MAKEMYTRIP LTD |
219,222 |
$25M |
1.27% |
-
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
120,000 |
$23M |
1.18% |
-
|
- |
|
HCA
|
US |
HCA HEALTHCARE INC |
75,000 |
$23M |
1.16% |
-
|
- |
|
WLFC
|
US |
WILLIS LEASE FINANCE CORP |
107,611 |
$22M |
1.16% |
-
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
50,000 |
$21M |
1.09% |
-
|
- |
|
ET
|
US |
ENERGY TRANSFER LP |
1,000,000 |
$20M |
1.01% |
-
|
- |