|
MSFT
|
US |
MICROSOFT CORP |
1,025,954 |
$432M |
8.54% |
3.8%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
1,663,526 |
$365M |
7.21% |
0.9%
|
- |
|
AAPL
|
US |
APPLE INC |
1,118,355 |
$280M |
5.53% |
-1.8%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
779,534 |
$246M |
4.87% |
-0.2%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
538,361 |
$244M |
4.82% |
-8.2%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
1,748,616 |
$235M |
4.64% |
17.3%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
1,022,373 |
$194M |
3.82% |
-6.7%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
734,987 |
$176M |
3.48% |
-3.1%
|
- |
|
NFLX
|
US |
NETFLIX INC |
143,757 |
$128M |
2.53% |
8.2%
|
- |
|
PANW
|
US |
PALO ALTO NETWORKS INC |
688,874 |
$125M |
2.48% |
96.5%
|
- |
|
TMO
|
US |
THERMO FISHER SCIENTIFIC INC |
235,304 |
$122M |
2.42% |
8.9%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
593,334 |
$117M |
2.31% |
-10.2%
|
- |
|
AMD
|
US |
ADVANCED MICRO DEVICES |
941,202 |
$114M |
2.25% |
3.9%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
190,942 |
$112M |
2.21% |
10.0%
|
- |
|
MRK
|
US |
MERCK & CO. INC. |
1,117,864 |
$111M |
2.20% |
12.9%
|
- |
|
ARES
|
US |
ARES MANAGEMENT CORP - A |
622,731 |
$110M |
2.18% |
-0.8%
|
- |
|
INTU
|
US |
INTUIT INC |
163,088 |
$103M |
2.02% |
3.3%
|
- |
|
EMR
|
US |
EMERSON ELECTRIC CO |
768,338 |
$95M |
1.88% |
-1.9%
|
- |
|
TMUS
|
US |
T-MOBILE US INC |
427,973 |
$94M |
1.87% |
-2.0%
|
- |
|
ROK
|
US |
ROCKWELL AUTOMATION INC |
331,887 |
$95M |
1.87% |
6.4%
|
- |