|
MSFT
|
US |
MICROSOFT CORP |
568,874 |
$240M |
5.80% |
-
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
1,009,597 |
$223M |
5.37% |
-
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
922,386 |
$175M |
4.23% |
-
|
- |
|
MA
|
US |
MASTERCARD INC - A |
278,931 |
$147M |
3.55% |
-
|
- |
|
UNH
|
US |
UNITEDHEALTH GROUP INC |
276,479 |
$140M |
3.37% |
-
|
- |
|
ASML
|
US |
ASML HOLDING NV-NY REG SHS |
198,478 |
$137M |
3.31% |
-
|
- |
|
FND
|
US |
FLOOR & DECOR HOLDINGS INC-A |
1,289,707 |
$129M |
3.11% |
-
|
- |
|
DHR
|
US |
DANAHER CORP |
526,691 |
$121M |
2.91% |
-
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
203,625 |
$120M |
2.89% |
-
|
- |
|
ICLR
|
US |
ICON PLC |
569,686 |
$119M |
2.88% |
-
|
- |
|
IT
|
US |
GARTNER INC |
201,164 |
$98M |
2.35% |
-
|
- |
|
DXCM
|
US |
DEXCOM INC |
1,241,721 |
$97M |
2.33% |
-
|
- |
|
BSX
|
US |
BOSTON SCIENTIFIC CORP |
1,061,892 |
$95M |
2.28% |
-
|
- |
|
AAPL
|
US |
APPLE INC |
371,983 |
$93M |
2.25% |
-
|
- |
|
ISRG
|
US |
INTUITIVE SURGICAL INC |
166,158 |
$87M |
2.09% |
-
|
- |
|
NFLX
|
US |
NETFLIX INC |
95,923 |
$86M |
2.07% |
-
|
- |
|
MSCI
|
US |
MSCI INC |
137,941 |
$83M |
2.00% |
-
|
- |
|
EW
|
US |
EDWARDS LIFESCIENCES CORP |
955,100 |
$71M |
1.71% |
-
|
- |
|
AVGO
|
US |
BROADCOM INC |
297,860 |
$70M |
1.68% |
-
|
- |
|
ZTS
|
US |
ZOETIS INC |
406,906 |
$66M |
1.60% |
-
|
- |