|
MSFT
|
US |
MICROSOFT CORP |
4,656,797 |
$1,963M |
8.49% |
41.4%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
7,951,657 |
$1,505M |
6.51% |
4.1%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
6,073,277 |
$1,332M |
5.76% |
4.5%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
8,952,279 |
$1,202M |
5.20% |
-13.0%
|
- |
|
AAPL
|
US |
APPLE INC |
3,845,123 |
$963M |
4.17% |
6.2%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
1,554,033 |
$910M |
3.94% |
2.8%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
2,086,216 |
$659M |
2.85% |
-16.3%
|
- |
|
MA
|
US |
MASTERCARD INC - A |
1,052,034 |
$554M |
2.40% |
-3.2%
|
- |
|
WDC
|
US |
WESTERN DIGITAL CORP |
7,733,138 |
$461M |
2.00% |
-27.1%
|
- |
|
CHKP
|
US |
CHECK POINT SOFTWARE TECH |
1,522,871 |
$284M |
1.23% |
-14.2%
|
- |
|
TTWO
|
US |
TAKE-TWO INTERACTIVE SOFTWRE |
1,504,918 |
$277M |
1.20% |
7.5%
|
- |
|
AVGO
|
US |
BROADCOM INC |
1,174,780 |
$272M |
1.18% |
2.9%
|
- |
|
LLY
|
US |
ELI LILLY & CO |
333,008 |
$257M |
1.11% |
-5.4%
|
- |
|
TSLA
|
US |
TESLA INC |
622,057 |
$251M |
1.09% |
-4.9%
|
- |
|
EA
|
US |
ELECTRONIC ARTS INC |
1,678,447 |
$246M |
1.06% |
0.2%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
1,008,419 |
$242M |
1.05% |
12.9%
|
- |
|
DDOG
|
US |
DATADOG INC - CLASS A |
1,578,648 |
$226M |
0.98% |
-3.5%
|
- |
|
CRTO
|
US |
CRITEO SA-SPON ADR |
5,407,057 |
$214M |
0.93% |
0.5%
|
- |
|
JNJ
|
US |
JOHNSON & JOHNSON |
1,325,025 |
$192M |
0.83% |
-2.8%
|
- |
|
BAC
|
US |
BANK OF AMERICA CORP |
4,318,854 |
$190M |
0.82% |
7.1%
|
- |