|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
136,445 |
$80M |
33.69% |
-
|
- |
|
APP
|
US |
APPLOVIN CORP-CLASS A |
50,713 |
$16M |
6.92% |
-45.6%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
33,250 |
$15M |
6.35% |
-
|
- |
|
AAPL
|
US |
APPLE INC |
52,642 |
$13M |
5.55% |
-17.6%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
26,979 |
$11M |
4.79% |
-
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
46,545 |
$10M |
4.30% |
26.0%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
16,222 |
$9M |
4.00% |
-
|
- |
|
APD
|
US |
AIR PRODUCTS & CHEMICALS INC |
22,949 |
$7M |
2.80% |
-
|
- |
|
NVDA
|
US |
NVIDIA CORP |
45,900 |
$6M |
2.60% |
-
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
25,000 |
$6M |
2.52% |
-
|
- |
|
DHR
|
US |
DANAHER CORP |
26,030 |
$6M |
2.52% |
18.4%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
26,239 |
$5M |
2.09% |
-
|
- |
|
ROP
|
US |
ROPER TECHNOLOGIES INC |
8,324 |
$4M |
1.82% |
124.9%
|
- |
|
WAT
|
US |
WATERS CORP |
10,790 |
$4M |
1.69% |
31.6%
|
- |
|
TDG
|
US |
TRANSDIGM GROUP INC |
2,807 |
$4M |
1.50% |
-
|
- |
|
SHW
|
US |
SHERWIN-WILLIAMS CO/THE |
10,302 |
$4M |
1.48% |
-
|
- |
|
ORLY
|
US |
O'REILLY AUTOMOTIVE INC |
2,947 |
$3M |
1.47% |
-
|
- |
|
BABA
|
US |
ALIBABA GROUP HOLDING-SP ADR |
41,107 |
$3M |
1.47% |
19.6%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
16,900 |
$3M |
1.36% |
-
|
- |
|
DOV
|
US |
DOVER CORP |
16,901 |
$3M |
1.34% |
30.5%
|
- |