|
AVGO
|
US |
BROADCOM INC |
684,580 |
$159M |
11.79% |
-21.2%
|
- |
|
LRCX
|
US |
LAM RESEARCH CORP |
2,060,945 |
$149M |
11.06% |
1991.1%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
1,093,619 |
$147M |
10.91% |
-7.5%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
640,961 |
$127M |
9.40% |
49.9%
|
- |
|
FLUT
|
US |
FLUTTER ENTERTAINMENT PLC-DI |
306,161 |
$79M |
5.88% |
94.1%
|
- |
|
AMAT
|
US |
APPLIED MATERIALS INC |
482,211 |
$78M |
5.82% |
-36.3%
|
- |
|
DHR
|
US |
DANAHER CORP |
329,746 |
$76M |
5.62% |
27.1%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
223,108 |
$71M |
5.24% |
-4.6%
|
- |
|
VRT
|
US |
VERTIV HOLDINGS CO-A |
566,946 |
$64M |
4.78% |
-39.7%
|
- |
|
ORCL
|
US |
ORACLE CORP |
338,799 |
$56M |
4.19% |
34.5%
|
- |
|
PM
|
US |
PHILIP MORRIS INTERNATIONAL |
454,155 |
$55M |
4.06% |
10.6%
|
- |
|
APO
|
US |
APOLLO GLOBAL MANAGEMENT INC |
286,997 |
$47M |
3.52% |
100.0%
|
- |
|
RBLX
|
US |
ROBLOX CORP -CLASS A |
768,814 |
$44M |
3.30% |
38.0%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
75,677 |
$44M |
3.29% |
-44.8%
|
- |
|
ARES
|
US |
ARES MANAGEMENT CORP - A |
228,651 |
$40M |
3.01% |
59.3%
|
- |
|
UNH
|
US |
UNITEDHEALTH GROUP INC |
76,152 |
$39M |
2.86% |
100.0%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
67,343 |
$28M |
2.11% |
-50.3%
|
- |
|
HRB
|
US |
H&R BLOCK INC |
489,690 |
$26M |
1.92% |
-4.3%
|
- |
|
SCHW
|
US |
SCHWAB (CHARLES) CORP |
223,724 |
$17M |
1.23% |
-7.2%
|
- |