|
EQIX
|
US |
EQUINIX INC |
252,490 |
$238M |
37.40% |
-
|
- |
|
AAPL
|
US |
APPLE INC |
148,400 |
$37M |
5.84% |
-
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
154,700 |
$34M |
5.33% |
-0.2%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
155,600 |
$29M |
4.63% |
-
|
- |
|
NVDA
|
US |
NVIDIA CORP |
180,000 |
$24M |
3.80% |
-
|
- |
|
CNQ
|
US |
CANADIAN NATURAL RESOURCES |
499,800 |
$15M |
2.42% |
-
|
- |
|
MA
|
US |
MASTERCARD INC - A |
26,000 |
$14M |
2.15% |
-
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
26,000 |
$11M |
1.72% |
2.0%
|
- |
|
IBKR
|
US |
INTERACTIVE BROKERS GRO-CL A |
46,708 |
$8M |
1.30% |
-
|
- |
|
FTAI
|
US |
FTAI AVIATION LTD |
55,000 |
$8M |
1.24% |
-
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
12,800 |
$7M |
1.18% |
-
|
- |
|
FERG
|
US |
FERGUSON ENTERPRISES INC |
41,255 |
$7M |
1.12% |
-
|
- |
|
SPGI
|
US |
S&P GLOBAL INC |
13,667 |
$7M |
1.07% |
-
|
- |
|
PJT
|
US |
PJT PARTNERS INC - A |
41,519 |
$7M |
1.03% |
-
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
24,148 |
$6M |
0.91% |
-
|
- |
|
NTB
|
US |
BANK OF N.T. BUTTERFIELD&SON |
155,408 |
$6M |
0.89% |
-6.0%
|
- |
|
CHTR
|
US |
CHARTER COMMUNICATIONS INC-A |
15,942 |
$5M |
0.86% |
-
|
- |
|
TMUS
|
US |
T-MOBILE US INC |
20,650 |
$5M |
0.72% |
-
|
- |
|
DLR
|
US |
DIGITAL REALTY TRUST INC |
25,552 |
$5M |
0.71% |
-
|
- |
|
HLI
|
US |
HOULIHAN LOKEY INC |
25,000 |
$4M |
0.68% |
-
|
- |