|
NVDA
|
US |
NVIDIA CORP |
963,234 |
$129M |
15.50% |
-0.1%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
378,621 |
$83M |
9.95% |
2.5%
|
- |
|
PLTR
|
US |
PALANTIR TECHNOLOGIES INC-A |
988,757 |
$75M |
8.96% |
-1.0%
|
- |
|
AAPL
|
US |
APPLE INC |
251,032 |
$63M |
7.53% |
-1.5%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
145,372 |
$46M |
5.50% |
1.2%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
222,749 |
$42M |
5.08% |
3.3%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
99,673 |
$42M |
5.03% |
1.8%
|
- |
|
MA
|
US |
MASTERCARD INC - A |
68,237 |
$36M |
4.30% |
4.5%
|
- |
|
NOW
|
US |
SERVICENOW INC |
33,154 |
$35M |
4.21% |
3.4%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
52,236 |
$31M |
3.66% |
4.4%
|
- |
|
FICO
|
US |
FAIR ISAAC CORP |
14,334 |
$29M |
3.42% |
-3.1%
|
- |
|
BKNG
|
US |
BOOKING HOLDINGS INC |
5,724 |
$28M |
3.41% |
0.4%
|
- |
|
MSCI
|
US |
MSCI INC |
39,346 |
$24M |
2.83% |
1.0%
|
- |
|
CDNS
|
US |
CADENCE DESIGN SYS INC |
75,116 |
$23M |
2.70% |
4.5%
|
- |
|
ORCL
|
US |
ORACLE CORP |
127,337 |
$21M |
2.54% |
9926.5%
|
- |
|
MANH
|
US |
MANHATTAN ASSOCIATES INC |
72,031 |
$19M |
2.33% |
6.1%
|
- |
|
SPGI
|
US |
S&P GLOBAL INC |
30,834 |
$15M |
1.84% |
-1.3%
|
- |
|
NVR
|
US |
NVR INC |
1,837 |
$15M |
1.80% |
-9.6%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
29,437 |
$13M |
1.60% |
-3.7%
|
- |
|
MCO
|
US |
MOODY'S CORP |
23,830 |
$11M |
1.35% |
-2.0%
|
- |