|
NVDA
|
US |
NVIDIA CORP |
834,930 |
$112M |
17.20% |
68.3%
|
- |
|
TSLA
|
US |
TESLA INC |
174,408 |
$70M |
10.80% |
100.0%
|
- |
|
VRT
|
US |
VERTIV HOLDINGS CO-A |
522,085 |
$59M |
9.10% |
-6.3%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
118,155 |
$50M |
7.64% |
73.4%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
210,379 |
$46M |
7.08% |
35.8%
|
- |
|
VST
|
US |
VISTRA CORP |
257,389 |
$35M |
5.44% |
-17.3%
|
- |
|
IBIT
|
US |
ISHARES BITCOIN TRUST ETF |
630,000 |
$33M |
5.13% |
100.0%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
45,806 |
$27M |
4.11% |
18985.8%
|
- |
|
970231058
|
- |
BOEING CO/THE |
116,465 |
$21M |
3.16% |
100.0%
|
- |
|
AVGO
|
US |
BROADCOM INC |
79,610 |
$18M |
2.83% |
20.6%
|
- |
|
CRS
|
US |
CARPENTER TECHNOLOGY |
106,919 |
$18M |
2.78% |
61347.7%
|
- |
|
SBUX
|
US |
STARBUCKS CORP |
172,000 |
$16M |
2.41% |
36.5%
|
- |
|
717051076
|
- |
BAUSCH LOMB CORP |
811,368 |
$15M |
2.25% |
100.0%
|
- |
|
LLY
|
US |
ELI LILLY & CO |
16,434 |
$13M |
1.95% |
37.0%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
62,350 |
$12M |
1.81% |
100.0%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
50,948 |
$10M |
1.49% |
-
|
- |
|
JANX
|
US |
JANUX THERAPEUTICS INC |
179,307 |
$10M |
1.47% |
522.6%
|
- |
|
JD
|
US |
JD.COM INC-ADR |
228,000 |
$8M |
1.27% |
-
|
- |
|
COIN
|
US |
COINBASE GLOBAL INC -CLASS A |
25,643 |
$8M |
1.24% |
100.0%
|
- |
|
NOW
|
US |
SERVICENOW INC |
7,622 |
$8M |
1.24% |
-
|
- |