|
NVDA
|
US |
NVIDIA CORP |
176,324 |
$24M |
3.23% |
12.1%
|
- |
|
AAPL
|
US |
APPLE INC |
88,774 |
$22M |
3.04% |
13.2%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
93,662 |
$21M |
2.81% |
17.1%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
99,793 |
$19M |
2.58% |
1.6%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
24,439 |
$14M |
1.95% |
5.4%
|
- |
|
PLTR
|
US |
PALANTIR TECHNOLOGIES INC-A |
172,682 |
$13M |
1.78% |
59.5%
|
- |
|
AVGO
|
US |
BROADCOM INC |
53,433 |
$12M |
1.69% |
15.5%
|
- |
|
ISRG
|
US |
INTUITIVE SURGICAL INC |
18,654 |
$10M |
1.33% |
-9.2%
|
- |
|
GKOS
|
US |
GLAUKOS CORP |
60,592 |
$9M |
1.24% |
106.7%
|
- |
|
ARGX
|
US |
ARGENX SE - ADR |
14,524 |
$9M |
1.22% |
3.1%
|
- |
|
VCYT
|
US |
VERACYTE INC |
206,227 |
$8M |
1.11% |
1.0%
|
- |
|
NFLX
|
US |
NETFLIX INC |
9,058 |
$8M |
1.10% |
22.3%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
23,363 |
$7M |
1.01% |
22.7%
|
- |
|
INSM
|
US |
INSMED INC |
107,625 |
$7M |
1.01% |
111.6%
|
- |
|
VEEV
|
US |
VEEVA SYSTEMS INC-CLASS A |
34,576 |
$7M |
0.99% |
-4.7%
|
- |
|
NTRA
|
US |
NATERA INC |
44,051 |
$7M |
0.95% |
-17.5%
|
- |
|
ARES
|
US |
ARES MANAGEMENT CORP - A |
39,340 |
$7M |
0.95% |
57.1%
|
- |
|
HLT
|
US |
HILTON WORLDWIDE HOLDINGS IN |
26,913 |
$7M |
0.91% |
76.1%
|
- |
|
COST
|
US |
COSTCO WHOLESALE CORP |
7,099 |
$7M |
0.89% |
9.1%
|
- |
|
BPMC
|
US |
BLUEPRINT MEDICINES CORP |
74,300 |
$6M |
0.88% |
120.5%
|
- |