|
AMZN
|
US |
AMAZON.COM INC |
215,784 |
$47M |
8.72% |
-5.6%
|
- |
|
NOW
|
US |
SERVICENOW INC |
43,601 |
$46M |
8.52% |
-5.6%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
333,774 |
$45M |
8.26% |
-6.5%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
84,133 |
$35M |
6.53% |
-6.2%
|
- |
|
MA
|
US |
MASTERCARD INC - A |
62,101 |
$33M |
6.02% |
-5.2%
|
- |
|
AAPL
|
US |
APPLE INC |
102,399 |
$26M |
4.72% |
-3.8%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
41,274 |
$24M |
4.45% |
29.6%
|
- |
|
CRM
|
US |
SALESFORCE INC |
71,029 |
$24M |
4.37% |
-4.1%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
68,977 |
$22M |
4.02% |
-4.7%
|
- |
|
ISRG
|
US |
INTUITIVE SURGICAL INC |
41,248 |
$22M |
3.97% |
-6.1%
|
- |
|
NFLX
|
US |
NETFLIX INC |
21,914 |
$20M |
3.60% |
-5.3%
|
- |
|
CMG
|
US |
CHIPOTLE MEXICAN GRILL INC |
299,461 |
$18M |
3.33% |
-3.9%
|
- |
|
BX
|
US |
BLACKSTONE INC |
90,324 |
$16M |
2.87% |
-2.6%
|
- |
|
ADBE
|
US |
ADOBE INC |
28,856 |
$13M |
2.36% |
-5.7%
|
- |
|
TTD
|
US |
TRADE DESK INC/THE -CLASS A |
107,894 |
$13M |
2.34% |
-4.4%
|
- |
|
PANW
|
US |
PALO ALTO NETWORKS INC |
68,719 |
$13M |
2.30% |
97.7%
|
- |
|
VEEV
|
US |
VEEVA SYSTEMS INC-CLASS A |
55,504 |
$12M |
2.15% |
-6.0%
|
- |
|
MELI
|
US |
MERCADOLIBRE INC |
6,877 |
$12M |
2.15% |
-3.9%
|
- |
|
MRVL
|
US |
MARVELL TECHNOLOGY INC |
103,642 |
$11M |
2.11% |
-1.5%
|
- |
|
INTU
|
US |
INTUIT INC |
15,406 |
$10M |
1.78% |
-4.1%
|
- |