|
MSFT
|
US |
MICROSOFT CORP |
30,619 |
$13M |
13.67% |
25.4%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
52,287 |
$11M |
12.15% |
29.9%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
19,045 |
$11M |
11.82% |
-
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
54,210 |
$11M |
11.34% |
62.4%
|
- |
|
TTD
|
US |
TRADE DESK INC/THE -CLASS A |
90,623 |
$11M |
11.29% |
-10.6%
|
- |
|
MELI
|
US |
MERCADOLIBRE INC |
5,901 |
$10M |
10.63% |
-
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
37,719 |
$7M |
7.57% |
-31.1%
|
- |
|
MA
|
US |
MASTERCARD INC - A |
9,025 |
$5M |
5.04% |
3.5%
|
- |
|
NU
|
US |
NU HOLDINGS LTD/CAYMAN ISL-A |
423,218 |
$4M |
4.65% |
22.8%
|
- |
|
IDXX
|
US |
IDEXX LABORATORIES INC |
8,198 |
$3M |
3.59% |
-
|
- |
|
ZTS
|
US |
ZOETIS INC |
18,274 |
$3M |
3.15% |
-45.8%
|
- |
|
ALGN
|
US |
ALIGN TECHNOLOGY INC |
11,779 |
$2M |
2.60% |
-
|
- |
|
SNOW
|
US |
SNOWFLAKE INC-CLASS A |
15,287 |
$2M |
2.50% |
-
|
- |