|
AVGO
|
US |
BROADCOM INC |
67,500 |
$16M |
4.90% |
145.5%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
105,000 |
$14M |
4.42% |
100.0%
|
- |
|
AAPL
|
US |
APPLE INC |
45,000 |
$11M |
3.53% |
-
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
50,000 |
$11M |
3.44% |
-33.3%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
16,000 |
$9M |
2.93% |
-
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
47,000 |
$9M |
2.79% |
-
|
- |
|
SHW
|
US |
SHERWIN-WILLIAMS CO/THE |
24,000 |
$8M |
2.55% |
-
|
- |
|
HEI
|
US |
HEICO CORP |
33,742 |
$8M |
2.51% |
-66.4%
|
- |
|
SNPS
|
US |
SYNOPSYS INC |
16,500 |
$8M |
2.51% |
-73.9%
|
- |
|
CDNS
|
US |
CADENCE DESIGN SYS INC |
26,500 |
$8M |
2.49% |
-40.0%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
37,500 |
$7M |
2.32% |
-86.7%
|
- |
|
MA
|
US |
MASTERCARD INC - A |
12,500 |
$7M |
2.06% |
-
|
- |
|
COST
|
US |
COSTCO WHOLESALE CORP |
7,000 |
$6M |
2.01% |
-
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
15,000 |
$6M |
1.98% |
-9.1%
|
- |
|
ORLY
|
US |
O'REILLY AUTOMOTIVE INC |
5,250 |
$6M |
1.95% |
-
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
19,000 |
$6M |
1.88% |
-
|
- |
|
TMO
|
US |
THERMO FISHER SCIENTIFIC INC |
11,000 |
$6M |
1.79% |
-
|
- |
|
TDG
|
US |
TRANSDIGM GROUP INC |
4,500 |
$6M |
1.79% |
-
|
- |
|
UNP
|
US |
UNION PACIFIC CORP |
25,000 |
$6M |
1.79% |
-
|
- |
|
VRT
|
US |
VERTIV HOLDINGS CO-A |
50,000 |
$6M |
1.78% |
-25.9%
|
- |