|
MSFT
|
US |
MICROSOFT CORP |
85,662 |
$36M |
2.16% |
7.4%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
73,087 |
$33M |
1.98% |
23.1%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
132,121 |
$29M |
1.73% |
-12.8%
|
- |
|
BKNG
|
US |
BOOKING HOLDINGS INC |
5,579 |
$28M |
1.66% |
98.9%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
135,047 |
$26M |
1.53% |
-38.1%
|
- |
|
AAPL
|
US |
APPLE INC |
100,532 |
$25M |
1.50% |
4.4%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
41,685 |
$24M |
1.46% |
10.1%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
121,824 |
$24M |
1.44% |
16.0%
|
- |
|
BNTX
|
US |
BIONTECH SE-ADR |
194,118 |
$22M |
1.32% |
62.5%
|
- |
|
CRM
|
US |
SALESFORCE INC |
62,890 |
$21M |
1.26% |
100.0%
|
- |
|
PM
|
US |
PHILIP MORRIS INTERNATIONAL |
173,180 |
$21M |
1.25% |
3.8%
|
- |
|
UBER
|
US |
UBER TECHNOLOGIES INC |
318,683 |
$19M |
1.15% |
164.8%
|
- |
|
HLIT
|
US |
HARMONIC INC |
1,335,941 |
$18M |
1.06% |
4.5%
|
- |
|
ASML
|
US |
ASML HOLDING NV-NY REG SHS |
24,876 |
$17M |
1.03% |
-22.3%
|
- |
|
SPOT
|
US |
SPOTIFY TECHNOLOGY SA |
36,599 |
$16M |
0.98% |
822.8%
|
- |
|
EQX
|
US |
EQUINOX GOLD CORP |
2,993,024 |
$15M |
0.90% |
-14.9%
|
- |
|
LLY
|
US |
ELI LILLY & CO |
19,306 |
$15M |
0.89% |
826.4%
|
- |
|
NFLX
|
US |
NETFLIX INC |
16,248 |
$14M |
0.87% |
-43.8%
|
- |
|
TRGP
|
US |
TARGA RESOURCES CORP |
80,650 |
$14M |
0.86% |
635.7%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
107,602 |
$14M |
0.86% |
-29.0%
|
- |