|
NVDA
|
US |
NVIDIA CORP |
9,398,436 |
$1,262M |
7.06% |
-12.6%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
1,503,673 |
$880M |
4.92% |
4.1%
|
- |
|
AVGO
|
US |
BROADCOM INC |
3,055,571 |
$708M |
3.96% |
2.0%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
1,525,430 |
$643M |
3.60% |
-99.6%
|
- |
|
AAPL
|
US |
APPLE INC |
1,507,656 |
$378M |
2.11% |
-98.0%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
1,684,619 |
$370M |
2.07% |
35.5%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
1,865,626 |
$353M |
1.98% |
22.8%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
1,803,247 |
$343M |
1.92% |
17.8%
|
- |
|
RNR
|
US |
RENAISSANCERE HOLDINGS LTD |
1,298,190 |
$323M |
1.81% |
5.7%
|
- |
|
NET
|
US |
CLOUDFLARE INC - CLASS A |
2,932,791 |
$316M |
1.77% |
-18.4%
|
- |
|
ACGL
|
US |
ARCH CAPITAL GROUP LTD |
3,237,398 |
$299M |
1.67% |
8.7%
|
- |
|
SHOP
|
US |
SHOPIFY INC - CLASS A |
2,512,288 |
$267M |
1.49% |
34.2%
|
- |
|
040413205
|
- |
ARISTA NETWORKS INC |
2,294,732 |
$254M |
1.42% |
100.0%
|
- |
|
APH
|
US |
AMPHENOL CORP-CL A |
2,991,081 |
$208M |
1.16% |
23.4%
|
- |
|
CB
|
US |
CHUBB LTD |
735,000 |
$203M |
1.14% |
-10.9%
|
- |
|
CYBR
|
US |
CYBERARK SOFTWARE LTD/ISRAEL |
602,232 |
$201M |
1.12% |
-30.6%
|
- |
|
NOW
|
US |
SERVICENOW INC |
183,948 |
$195M |
1.09% |
-9.9%
|
- |
|
GEV
|
US |
GE VERNOVA INC |
569,730 |
$187M |
1.05% |
1138.5%
|
- |
|
MRVL
|
US |
MARVELL TECHNOLOGY INC |
1,700,816 |
$188M |
1.05% |
577.6%
|
- |
|
MMC
|
US |
MARSH & MCLENNAN COS |
874,000 |
$186M |
1.04% |
-12.3%
|
- |