|
NVDA
|
US |
NVIDIA CORP |
470,220 |
$63M |
6.61% |
-
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
206,157 |
$45M |
4.73% |
5.9%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
91,105 |
$38M |
4.02% |
0.8%
|
- |
|
AAPL
|
US |
APPLE INC |
149,835 |
$38M |
3.93% |
-
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
52,463 |
$31M |
3.21% |
3.6%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
127,086 |
$24M |
2.53% |
-
|
- |
|
NOW
|
US |
SERVICENOW INC |
20,916 |
$22M |
2.32% |
-
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
58,052 |
$18M |
1.92% |
-
|
- |
|
NFLX
|
US |
NETFLIX INC |
15,662 |
$14M |
1.46% |
-
|
- |
|
GLD
|
US |
SPDR GOLD SHARES |
55,611 |
$13M |
1.41% |
-
|
- |
|
WES
|
US |
WESTERN MIDSTREAM PARTNERS L |
301,032 |
$12M |
1.21% |
-
|
- |
|
PANW
|
US |
PALO ALTO NETWORKS INC |
60,788 |
$11M |
1.16% |
100.0%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
54,100 |
$10M |
1.07% |
-
|
- |
|
TRGP
|
US |
TARGA RESOURCES CORP |
56,745 |
$10M |
1.06% |
0.9%
|
- |
|
CRWD
|
US |
CROWDSTRIKE HOLDINGS INC - A |
29,281 |
$10M |
1.05% |
-
|
- |
|
TSLA
|
US |
TESLA INC |
24,780 |
$10M |
1.05% |
-
|
- |
|
MA
|
US |
MASTERCARD INC - A |
18,400 |
$10M |
1.01% |
-
|
- |
|
PLTR
|
US |
PALANTIR TECHNOLOGIES INC-A |
127,200 |
$10M |
1.01% |
-
|
- |
|
CRM
|
US |
SALESFORCE INC |
27,312 |
$9M |
0.96% |
12.3%
|
- |
|
LLY
|
US |
ELI LILLY & CO |
11,571 |
$9M |
0.93% |
6.0%
|
- |