|
AAPL
|
US |
APPLE INC |
143,440 |
$36M |
10.80% |
4.8%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
190,697 |
$26M |
7.70% |
15.0%
|
- |
|
IBKR
|
US |
INTERACTIVE BROKERS GRO-CL A |
132,219 |
$23M |
7.02% |
-4.7%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
106,368 |
$21M |
6.31% |
8.3%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
60,165 |
$19M |
5.72% |
0.2%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
93,943 |
$18M |
5.35% |
-4.6%
|
- |
|
BKNG
|
US |
BOOKING HOLDINGS INC |
3,126 |
$16M |
4.67% |
12.9%
|
- |
|
DE
|
US |
DEERE & CO |
35,229 |
$15M |
4.49% |
43.4%
|
- |
|
MCK
|
US |
MCKESSON CORP |
24,955 |
$14M |
4.28% |
4.0%
|
- |
|
AZO
|
US |
AUTOZONE INC |
3,984 |
$13M |
3.83% |
3.8%
|
- |
|
ECL
|
US |
ECOLAB INC |
53,818 |
$13M |
3.79% |
6.8%
|
- |
|
TENB
|
US |
TENABLE HOLDINGS INC |
304,568 |
$12M |
3.61% |
3.4%
|
- |
|
TT
|
US |
TRANE TECHNOLOGIES PLC |
32,420 |
$12M |
3.60% |
17.5%
|
- |
|
RYAN
|
US |
RYAN SPECIALTY HOLDINGS INC |
184,942 |
$12M |
3.57% |
32.6%
|
- |
|
AMT
|
US |
AMERICAN TOWER CORP |
62,683 |
$12M |
3.46% |
-4.5%
|
- |
|
DAR
|
US |
DARLING INGREDIENTS INC |
333,323 |
$11M |
3.38% |
13.7%
|
- |
|
RYN
|
US |
RAYONIER INC |
384,490 |
$10M |
3.02% |
56.1%
|
- |
|
ELV
|
US |
ELEVANCE HEALTH INC |
26,355 |
$10M |
2.92% |
-4.6%
|
- |
|
GXO
|
US |
GXO LOGISTICS INC |
219,694 |
$10M |
2.87% |
9.0%
|
- |
|
AMD
|
US |
ADVANCED MICRO DEVICES |
78,544 |
$10M |
2.85% |
8.9%
|
- |