|
NVDA
|
US |
NVIDIA CORP |
126,000 |
$17M |
16.11% |
-
|
- |
|
AVGO
|
US |
BROADCOM INC |
46,000 |
$11M |
10.15% |
-
|
- |
|
LLY
|
US |
ELI LILLY & CO |
11,000 |
$8M |
8.08% |
-
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
17,000 |
$7M |
6.82% |
-
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
11,000 |
$6M |
6.13% |
-
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
24,200 |
$5M |
5.05% |
-
|
- |
|
MU
|
US |
MICRON TECHNOLOGY INC |
50,000 |
$4M |
4.01% |
-
|
- |
|
COST
|
US |
COSTCO WHOLESALE CORP |
4,500 |
$4M |
3.93% |
-
|
- |
|
040413205
|
- |
ARISTA NETWORKS INC |
32,000 |
$4M |
3.37% |
-
|
- |
|
ARM
|
US |
ARM HOLDINGS PLC-ADR |
27,000 |
$3M |
3.17% |
-
|
- |
|
LIN
|
US |
LINDE PLC |
7,200 |
$3M |
2.87% |
-
|
- |
|
CDNS
|
US |
CADENCE DESIGN SYS INC |
10,000 |
$3M |
2.86% |
-
|
- |
|
AJG
|
US |
ARTHUR J GALLAGHER & CO |
10,600 |
$3M |
2.86% |
-
|
- |
|
FICO
|
US |
FAIR ISAAC CORP |
1,500 |
$3M |
2.84% |
-
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
15,000 |
$3M |
2.82% |
-
|
- |
|
RACE
|
US |
FERRARI NV |
6,600 |
$3M |
2.67% |
-
|
- |
|
HESAY
|
US |
HERMES INTL-UNSPONSORED ADR |
11,000 |
$3M |
2.50% |
-
|
- |
|
AAPL
|
US |
APPLE INC |
10,000 |
$3M |
2.38% |
-
|
- |
|
VRT
|
US |
VERTIV HOLDINGS CO-A |
20,000 |
$2M |
2.16% |
-
|
- |
|
ETN
|
US |
EATON CORP PLC |
6,000 |
$2M |
1.90% |
-
|
- |