|
NFLX
|
US |
NETFLIX INC |
244,101 |
$218M |
7.60% |
7.3%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
881,220 |
$211M |
7.38% |
147.8%
|
- |
|
WMT
|
US |
WALMART INC |
2,307,352 |
$208M |
7.28% |
23.0%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
464,626 |
$196M |
6.84% |
103.9%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
1,380,059 |
$185M |
6.47% |
-13.6%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
816,334 |
$179M |
6.26% |
120.6%
|
- |
|
DDOG
|
US |
DATADOG INC - CLASS A |
1,160,033 |
$166M |
5.79% |
100.0%
|
- |
|
BSX
|
US |
BOSTON SCIENTIFIC CORP |
1,553,156 |
$139M |
4.85% |
52.3%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
586,258 |
$116M |
4.04% |
2058.2%
|
- |
|
GEV
|
US |
GE VERNOVA INC |
312,836 |
$103M |
3.59% |
-58.8%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
167,897 |
$98M |
3.43% |
19.8%
|
- |
|
CRWD
|
US |
CROWDSTRIKE HOLDINGS INC - A |
225,070 |
$77M |
2.69% |
-42.8%
|
- |
|
NTRA
|
US |
NATERA INC |
477,876 |
$76M |
2.64% |
12.6%
|
- |
|
IBKR
|
US |
INTERACTIVE BROKERS GRO-CL A |
390,882 |
$69M |
2.41% |
100.0%
|
- |
|
SPGI
|
US |
S&P GLOBAL INC |
118,270 |
$59M |
2.06% |
4126.9%
|
- |
|
MS
|
US |
MORGAN STANLEY |
442,733 |
$56M |
1.94% |
5707.9%
|
- |
|
AVGO
|
US |
BROADCOM INC |
201,574 |
$47M |
1.63% |
45.7%
|
- |
|
AAPL
|
US |
APPLE INC |
186,663 |
$47M |
1.63% |
-4.3%
|
- |
|
SE
|
US |
SEA LTD-ADR |
431,408 |
$46M |
1.60% |
11.1%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
195,154 |
$37M |
1.30% |
-33.5%
|
- |