|
NVDA
|
US |
NVIDIA CORP |
431,914 |
$58M |
17.96% |
-1.5%
|
- |
|
AAPL
|
US |
APPLE INC |
138,250 |
$35M |
10.72% |
-1.1%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
120,085 |
$26M |
8.16% |
-0.4%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
56,170 |
$24M |
7.33% |
-1.0%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
95,544 |
$18M |
5.60% |
-0.8%
|
- |
|
CRWD
|
US |
CROWDSTRIKE HOLDINGS INC - A |
35,889 |
$12M |
3.80% |
1.9%
|
- |
|
LLY
|
US |
ELI LILLY & CO |
15,402 |
$12M |
3.68% |
3.3%
|
- |
|
PWR
|
US |
QUANTA SERVICES INC |
24,619 |
$8M |
2.41% |
0.5%
|
- |
|
OLED
|
US |
UNIVERSAL DISPLAY CORP |
46,892 |
$7M |
2.12% |
-4.1%
|
- |
|
AVGO
|
US |
BROADCOM INC |
27,110 |
$6M |
1.95% |
6.9%
|
- |
|
VRTX
|
US |
VERTEX PHARMACEUTICALS INC |
15,174 |
$6M |
1.89% |
0.4%
|
- |
|
QCOM
|
US |
QUALCOMM INC |
39,630 |
$6M |
1.88% |
-5.6%
|
- |
|
MA
|
US |
MASTERCARD INC - A |
10,436 |
$5M |
1.70% |
-0.2%
|
- |
|
AMT
|
US |
AMERICAN TOWER CORP |
27,871 |
$5M |
1.58% |
-6.5%
|
- |
|
ZS
|
US |
ZSCALER INC |
23,696 |
$4M |
1.32% |
-0.2%
|
- |
|
NVO
|
US |
NOVO-NORDISK A/S-SPONS ADR |
48,287 |
$4M |
1.29% |
-1.5%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
16,761 |
$4M |
1.24% |
56.5%
|
- |
|
NXPI
|
US |
NXP SEMICONDUCTORS NV |
18,385 |
$4M |
1.18% |
-6.3%
|
- |
|
TSLA
|
US |
TESLA INC |
8,950 |
$4M |
1.12% |
11.8%
|
- |
|
COST
|
US |
COSTCO WHOLESALE CORP |
3,583 |
$3M |
1.02% |
0.1%
|
- |