|
AMZN
|
US |
AMAZON.COM INC |
238,435 |
$52M |
26.60% |
-16.5%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
97,792 |
$41M |
20.96% |
-19.2%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
100,975 |
$19M |
9.72% |
-31.1%
|
- |
|
NU
|
US |
NU HOLDINGS LTD/CAYMAN ISL-A |
1,384,000 |
$14M |
7.29% |
-32.1%
|
- |
|
GE
|
US |
GENERAL ELECTRIC |
61,860 |
$10M |
5.25% |
-
|
- |
|
OXY
|
US |
OCCIDENTAL PETROLEUM CORP |
193,820 |
$10M |
4.87% |
10.6%
|
- |
|
WALD
|
US |
WALDENCAST PLC-A |
2,200,000 |
$9M |
4.50% |
-
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
44,040 |
$9M |
4.42% |
-18.3%
|
- |
|
MELI
|
US |
MERCADOLIBRE INC |
3,714 |
$6M |
3.21% |
390.6%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
15,810 |
$5M |
2.54% |
-32.9%
|
- |
|
CVX
|
US |
CHEVRON CORP |
30,340 |
$4M |
2.23% |
-36.3%
|
- |
|
TMO
|
US |
THERMO FISHER SCIENTIFIC INC |
7,465 |
$4M |
1.97% |
-
|
- |
|
LIN
|
US |
LINDE PLC |
6,400 |
$3M |
1.36% |
-
|
- |
|
SPGI
|
US |
S&P GLOBAL INC |
4,145 |
$2M |
1.05% |
77.9%
|
- |
|
DELL
|
US |
DELL TECHNOLOGIES -C |
14,400 |
$2M |
0.84% |
-
|
- |
|
MCO
|
US |
MOODY'S CORP |
2,680 |
$1M |
0.65% |
-40.2%
|
- |
|
ICE
|
US |
INTERCONTINENTAL EXCHANGE IN |
7,450 |
$1M |
0.56% |
-
|
- |
|
MA
|
US |
MASTERCARD INC - A |
2,035 |
$1M |
0.54% |
-
|
- |
|
AMD
|
US |
ADVANCED MICRO DEVICES |
8,400 |
$1M |
0.52% |
100.0%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
2,080 |
$1M |
0.48% |
-
|
- |