|
UBS
|
US |
UBS GROUP AG-REG |
654,665 |
$20M |
13.34% |
22.9%
|
- |
|
CP
|
US |
CANADIAN PACIFIC KANSAS CITY |
167,169 |
$12M |
8.06% |
7.1%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
52,858 |
$12M |
7.73% |
44.0%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
55,362 |
$11M |
7.02% |
44.0%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
44,561 |
$9M |
5.86% |
32.8%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
14,572 |
$9M |
5.68% |
43.3%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
23,838 |
$8M |
5.02% |
42.8%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
17,094 |
$7M |
4.80% |
43.4%
|
- |
|
ADBE
|
US |
ADOBE INC |
13,284 |
$6M |
3.94% |
48.7%
|
- |
|
AAPL
|
US |
APPLE INC |
21,016 |
$5M |
3.51% |
42.0%
|
- |
|
MA
|
US |
MASTERCARD INC - A |
9,988 |
$5M |
3.50% |
43.3%
|
- |
|
IFF
|
US |
INTL FLAVORS & FRAGRANCES |
46,008 |
$4M |
2.59% |
43.7%
|
- |
|
MU
|
US |
MICRON TECHNOLOGY INC |
45,708 |
$4M |
2.56% |
42.9%
|
- |
|
DG
|
US |
DOLLAR GENERAL CORP |
50,405 |
$4M |
2.55% |
18.8%
|
- |
|
ELV
|
US |
ELEVANCE HEALTH INC |
10,325 |
$4M |
2.54% |
44.1%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
7,502 |
$3M |
2.27% |
46.2%
|
- |
|
ERJ
|
US |
EMBRAER SA-SPON ADR |
76,319 |
$3M |
1.87% |
-12.1%
|
- |
|
HDB
|
US |
HDFC BANK LTD-ADR |
41,560 |
$3M |
1.77% |
20.8%
|
- |
|
BAC
|
US |
BANK OF AMERICA CORP |
59,872 |
$3M |
1.75% |
43.1%
|
- |
|
BKNG
|
US |
BOOKING HOLDINGS INC |
444 |
$2M |
1.47% |
42.8%
|
- |