|
NVDA
|
US |
NVIDIA CORP |
6,130,416 |
$823M |
12.71% |
-6.3%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
1,645,967 |
$694M |
10.71% |
-4.9%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
2,830,170 |
$621M |
9.59% |
-6.7%
|
- |
|
040413205
|
- |
ARISTA NETWORKS INC |
5,188,878 |
$574M |
8.86% |
100.0%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
2,419,241 |
$458M |
7.07% |
-6.6%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
775,398 |
$454M |
7.01% |
-5.5%
|
- |
|
AAPL
|
US |
APPLE INC |
1,656,917 |
$415M |
6.41% |
-26.4%
|
- |
|
FTNT
|
US |
FORTINET INC |
2,431,164 |
$230M |
3.55% |
27.4%
|
- |
|
INTU
|
US |
INTUIT INC |
343,174 |
$216M |
3.33% |
-15.4%
|
- |
|
FI
|
US |
FISERV INC |
1,025,130 |
$211M |
3.25% |
1.0%
|
- |
|
NVO
|
US |
NOVO-NORDISK A/S-SPONS ADR |
2,007,412 |
$173M |
2.67% |
16.7%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
530,037 |
$168M |
2.59% |
-14.6%
|
- |
|
AMD
|
US |
ADVANCED MICRO DEVICES |
1,349,087 |
$163M |
2.52% |
6.2%
|
- |
|
ADSK
|
US |
AUTODESK INC |
532,528 |
$157M |
2.43% |
-5.0%
|
- |
|
UBER
|
US |
UBER TECHNOLOGIES INC |
2,537,391 |
$153M |
2.36% |
18.4%
|
- |
|
DT
|
US |
DYNATRACE INC |
2,454,582 |
$133M |
2.06% |
55.3%
|
- |
|
NBIX
|
US |
NEUROCRINE BIOSCIENCES INC |
932,595 |
$127M |
1.97% |
-1.2%
|
- |
|
HWM
|
US |
HOWMET AEROSPACE INC |
1,011,961 |
$111M |
1.71% |
21.0%
|
- |
|
MA
|
US |
MASTERCARD INC - A |
207,926 |
$109M |
1.69% |
-2.5%
|
- |
|
ABT
|
US |
ABBOTT LABORATORIES |
859,404 |
$97M |
1.50% |
75.6%
|
- |