|
AAPL
|
US |
APPLE INC |
164,425 |
$41M |
12.51% |
-2.2%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
59,925 |
$25M |
7.68% |
-1.1%
|
- |
|
PG
|
US |
PROCTER & GAMBLE CO/THE |
137,170 |
$23M |
6.99% |
-0.6%
|
- |
|
NFLX
|
US |
NETFLIX INC |
16,963 |
$15M |
4.60% |
-5.0%
|
- |
|
TTD
|
US |
TRADE DESK INC/THE -CLASS A |
118,446 |
$14M |
4.23% |
-5.5%
|
- |
|
FTNT
|
US |
FORTINET INC |
119,550 |
$11M |
3.43% |
-0.2%
|
- |
|
COST
|
US |
COSTCO WHOLESALE CORP |
10,357 |
$9M |
2.88% |
0.0%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
42,429 |
$9M |
2.83% |
-4.7%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
47,040 |
$9M |
2.72% |
-2.1%
|
- |
|
MELI
|
US |
MERCADOLIBRE INC |
4,804 |
$8M |
2.48% |
0.8%
|
- |
|
CAT
|
US |
CATERPILLAR INC |
21,069 |
$8M |
2.32% |
-0.2%
|
- |
|
XOM
|
US |
EXXON MOBIL CORP |
65,097 |
$7M |
2.13% |
0.1%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
15,382 |
$7M |
2.12% |
0.9%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
51,745 |
$7M |
2.12% |
-5.5%
|
- |
|
EFX
|
US |
EQUIFAX INC |
26,400 |
$7M |
2.04% |
-
|
- |
|
AVGO
|
US |
BROADCOM INC |
26,706 |
$6M |
1.88% |
-1.0%
|
- |
|
VRTX
|
US |
VERTEX PHARMACEUTICALS INC |
13,941 |
$6M |
1.71% |
-1.8%
|
- |
|
TMO
|
US |
THERMO FISHER SCIENTIFIC INC |
10,295 |
$5M |
1.63% |
-2.1%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
26,245 |
$5M |
1.58% |
1.0%
|
- |
|
MNST
|
US |
MONSTER BEVERAGE CORP |
92,813 |
$5M |
1.48% |
-2.3%
|
- |