|
MSFT
|
US |
MICROSOFT CORP |
1,894,400 |
$798M |
7.17% |
3.5%
|
- |
|
AAPL
|
US |
APPLE INC |
3,035,544 |
$760M |
6.82% |
1.8%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
5,269,455 |
$708M |
6.35% |
1.1%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
2,459,162 |
$540M |
4.84% |
16.1%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
1,920,269 |
$364M |
3.26% |
8.9%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
549,618 |
$322M |
2.89% |
2.9%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
818,456 |
$196M |
1.76% |
-3.3%
|
- |
|
LLY
|
US |
ELI LILLY & CO |
240,123 |
$185M |
1.66% |
15.9%
|
- |
|
WMT
|
US |
WALMART INC |
2,020,189 |
$183M |
1.64% |
8.6%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
899,206 |
$178M |
1.59% |
565.8%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
921,000 |
$175M |
1.57% |
-1.5%
|
- |
|
UNH
|
US |
UNITEDHEALTH GROUP INC |
339,948 |
$172M |
1.54% |
6.2%
|
- |
|
MA
|
US |
MASTERCARD INC - A |
279,967 |
$147M |
1.32% |
8.7%
|
- |
|
CRM
|
US |
SALESFORCE INC |
427,381 |
$143M |
1.28% |
-21.8%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
311,439 |
$141M |
1.27% |
8.3%
|
- |
|
ABBV
|
US |
ABBVIE INC |
749,458 |
$133M |
1.20% |
2.2%
|
- |
|
WFC
|
US |
WELLS FARGO & CO |
1,906,244 |
$134M |
1.20% |
24.1%
|
- |
|
BKNG
|
US |
BOOKING HOLDINGS INC |
25,548 |
$127M |
1.14% |
-9.2%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
398,789 |
$126M |
1.13% |
21.5%
|
- |
|
PG
|
US |
PROCTER & GAMBLE CO/THE |
713,004 |
$120M |
1.07% |
6.9%
|
- |