|
GOOG
|
US |
ALPHABET INC-CL C |
238,526 |
$45M |
5.50% |
54.0%
|
- |
|
BAC
|
US |
BANK OF AMERICA CORP |
891,374 |
$39M |
4.74% |
2337.6%
|
- |
|
VRT
|
US |
VERTIV HOLDINGS CO-A |
343,303 |
$39M |
4.72% |
100.0%
|
- |
|
SCCO
|
US |
SOUTHERN COPPER CORP |
418,089 |
$38M |
4.61% |
-7.8%
|
- |
|
CRWD
|
US |
CROWDSTRIKE HOLDINGS INC - A |
106,255 |
$36M |
4.40% |
0.2%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
158,588 |
$35M |
4.21% |
12.2%
|
- |
|
ITCI
|
US |
INTRA-CELLULAR THERAPIES INC |
380,423 |
$32M |
3.84% |
-6.0%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
229,523 |
$31M |
3.73% |
374.5%
|
- |
|
MRVL
|
US |
MARVELL TECHNOLOGY INC |
270,467 |
$30M |
3.61% |
127.4%
|
- |
|
WFC
|
US |
WELLS FARGO & CO |
413,842 |
$29M |
3.52% |
6675.4%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
113,675 |
$27M |
3.30% |
4502.2%
|
- |
|
FI
|
US |
FISERV INC |
129,000 |
$26M |
3.21% |
-
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
43,759 |
$26M |
3.10% |
197.9%
|
- |
|
CRM
|
US |
SALESFORCE INC |
70,395 |
$24M |
2.85% |
100.0%
|
- |
|
AMAT
|
US |
APPLIED MATERIALS INC |
144,101 |
$23M |
2.84% |
-28.0%
|
- |
|
LIN
|
US |
LINDE PLC |
55,113 |
$23M |
2.79% |
0.7%
|
- |
|
JANX
|
US |
JANUX THERAPEUTICS INC |
429,392 |
$23M |
2.78% |
-9.0%
|
- |
|
ADBE
|
US |
ADOBE INC |
51,164 |
$23M |
2.75% |
31.3%
|
- |
|
FCX
|
US |
FREEPORT-MCMORAN INC |
555,093 |
$21M |
2.56% |
-
|
- |
|
VRNS
|
US |
VARONIS SYSTEMS INC |
395,820 |
$18M |
2.13% |
0.3%
|
- |