|
AAPL
|
US |
APPLE INC |
368,415 |
$92M |
6.32% |
-7.4%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
218,418 |
$92M |
6.30% |
-7.7%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
351,174 |
$77M |
5.28% |
-4.9%
|
- |
|
TDG
|
US |
TRANSDIGM GROUP INC |
59,019 |
$75M |
5.12% |
-3.8%
|
- |
|
CRM
|
US |
SALESFORCE INC |
192,479 |
$64M |
4.41% |
-5.4%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
196,882 |
$62M |
4.26% |
-2.1%
|
- |
|
AVGO
|
US |
BROADCOM INC |
263,005 |
$61M |
4.18% |
18.0%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
99,472 |
$58M |
3.99% |
38.9%
|
- |
|
ORCL
|
US |
ORACLE CORP |
319,992 |
$53M |
3.65% |
-3.3%
|
- |
|
LIN
|
US |
LINDE PLC |
126,568 |
$53M |
3.63% |
-7.1%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
274,339 |
$52M |
3.58% |
4.5%
|
- |
|
SAP
|
US |
SAP SE-SPONSORED ADR |
207,009 |
$51M |
3.49% |
-5.5%
|
- |
|
MCO
|
US |
MOODY'S CORP |
105,415 |
$50M |
3.42% |
1.0%
|
- |
|
INTU
|
US |
INTUIT INC |
78,712 |
$49M |
3.39% |
30.9%
|
- |
|
MTD
|
US |
METTLER-TOLEDO INTERNATIONAL |
35,037 |
$43M |
2.94% |
1.5%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
90,797 |
$41M |
2.82% |
-6.4%
|
- |
|
APH
|
US |
AMPHENOL CORP-CL A |
580,443 |
$40M |
2.76% |
22.6%
|
- |
|
ADBE
|
US |
ADOBE INC |
88,736 |
$39M |
2.70% |
5.8%
|
- |
|
EFX
|
US |
EQUIFAX INC |
153,905 |
$39M |
2.69% |
39.2%
|
- |
|
ADI
|
US |
ANALOG DEVICES INC |
183,838 |
$39M |
2.67% |
8.2%
|
- |