|
MSFT
|
US |
MICROSOFT CORP |
35,948 |
$15M |
5.05% |
60.4%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
110,924 |
$15M |
4.96% |
-0.9%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
61,229 |
$13M |
4.47% |
39.8%
|
- |
|
AAPL
|
US |
APPLE INC |
48,337 |
$12M |
4.03% |
-14.0%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
57,213 |
$11M |
3.76% |
20.5%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
14,324 |
$8M |
2.79% |
75.7%
|
- |
|
PM
|
US |
PHILIP MORRIS INTERNATIONAL |
67,243 |
$8M |
2.70% |
90.2%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
17,741 |
$8M |
2.68% |
-
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
32,741 |
$8M |
2.61% |
-21.1%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
41,176 |
$8M |
2.61% |
169.9%
|
- |
|
NOW
|
US |
SERVICENOW INC |
6,971 |
$7M |
2.46% |
-46.9%
|
- |
|
ET
|
US |
ENERGY TRANSFER LP |
343,777 |
$7M |
2.24% |
-
|
- |
|
GE
|
US |
GENERAL ELECTRIC |
40,124 |
$7M |
2.23% |
76.4%
|
- |
|
NFLX
|
US |
NETFLIX INC |
7,349 |
$7M |
2.18% |
-11.4%
|
- |
|
COST
|
US |
COSTCO WHOLESALE CORP |
6,998 |
$6M |
2.14% |
99.1%
|
- |
|
MA
|
US |
MASTERCARD INC - A |
10,933 |
$6M |
1.92% |
260.0%
|
- |
|
PANW
|
US |
PALO ALTO NETWORKS INC |
31,546 |
$6M |
1.91% |
100.0%
|
- |
|
XOM
|
US |
EXXON MOBIL CORP |
53,090 |
$6M |
1.90% |
48.5%
|
- |
|
BSX
|
US |
BOSTON SCIENTIFIC CORP |
63,629 |
$6M |
1.89% |
100.0%
|
- |
|
PGR
|
US |
PROGRESSIVE CORP |
23,579 |
$6M |
1.88% |
16.8%
|
- |