|
NVDA
|
US |
NVIDIA CORP |
283,010 |
$38M |
11.91% |
-11.5%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
64,819 |
$38M |
11.90% |
-4.2%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
196,870 |
$37M |
11.68% |
1.7%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
107,137 |
$34M |
10.61% |
-3.8%
|
- |
|
PDD
|
US |
PDD HOLDINGS INC |
219,714 |
$21M |
6.68% |
-4.2%
|
- |
|
ORCL
|
US |
ORACLE CORP |
103,366 |
$17M |
5.40% |
8.3%
|
- |
|
ADBE
|
US |
ADOBE INC |
37,045 |
$16M |
5.16% |
27.5%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
33,512 |
$14M |
4.43% |
-7.0%
|
- |
|
OXY
|
US |
OCCIDENTAL PETROLEUM CORP |
241,618 |
$12M |
3.74% |
-3.7%
|
- |
|
INTC
|
US |
INTEL CORP |
581,840 |
$12M |
3.66% |
-6.4%
|
- |
|
CRM
|
US |
SALESFORCE INC |
32,249 |
$11M |
3.38% |
-2.8%
|
- |
|
LUV
|
US |
SOUTHWEST AIRLINES CO |
295,970 |
$10M |
3.12% |
-1.6%
|
- |
|
AVGO
|
US |
BROADCOM INC |
36,540 |
$8M |
2.66% |
100.0%
|
- |
|
WDC
|
US |
WESTERN DIGITAL CORP |
119,661 |
$7M |
2.24% |
-2.3%
|
- |
|
BABA
|
US |
ALIBABA GROUP HOLDING-SP ADR |
82,322 |
$7M |
2.19% |
37.8%
|
- |
|
TCOM
|
US |
TRIP.COM GROUP LTD-ADR |
90,035 |
$6M |
1.94% |
59.0%
|
- |
|
TSLA
|
US |
TESLA INC |
14,529 |
$6M |
1.84% |
148.0%
|
- |
|
CVS
|
US |
CVS HEALTH CORP |
108,530 |
$5M |
1.53% |
-2.4%
|
- |
|
ELV
|
US |
ELEVANCE HEALTH INC |
12,406 |
$5M |
1.43% |
0.2%
|
- |
|
CI
|
US |
THE CIGNA GROUP |
13,540 |
$4M |
1.17% |
-0.4%
|
- |