|
AAPL
|
US |
APPLE INC |
109,621 |
$27M |
24.45% |
-
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
40,857 |
$9M |
7.98% |
-
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
41,154 |
$8M |
6.94% |
-
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
14,058 |
$6M |
5.28% |
-
|
- |
|
CPRT
|
US |
COPART INC |
57,979 |
$3M |
2.96% |
-
|
- |
|
MA
|
US |
MASTERCARD INC - A |
6,117 |
$3M |
2.87% |
-
|
- |
|
COST
|
US |
COSTCO WHOLESALE CORP |
3,483 |
$3M |
2.84% |
-
|
- |
|
NVDA
|
US |
NVIDIA CORP |
21,832 |
$3M |
2.61% |
-
|
- |
|
TREX
|
US |
TREX COMPANY INC |
35,776 |
$2M |
2.20% |
-
|
- |
|
TTD
|
US |
TRADE DESK INC/THE -CLASS A |
20,821 |
$2M |
2.18% |
-
|
- |
|
SHOP
|
US |
SHOPIFY INC - CLASS A |
18,571 |
$2M |
1.76% |
-
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
5,509 |
$2M |
1.55% |
-
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
3,701 |
$2M |
1.49% |
-
|
- |
|
UNP
|
US |
UNION PACIFIC CORP |
7,222 |
$2M |
1.47% |
-
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
8,172 |
$2M |
1.44% |
-
|
- |
|
040413205
|
- |
ARISTA NETWORKS INC |
14,432 |
$2M |
1.42% |
-
|
- |
|
CRM
|
US |
SALESFORCE INC |
4,171 |
$1M |
1.24% |
-
|
- |
|
LLY
|
US |
ELI LILLY & CO |
1,767 |
$1M |
1.22% |
-
|
- |
|
IBM
|
US |
INTL BUSINESS MACHINES CORP |
5,786 |
$1M |
1.13% |
-
|
- |
|
LMT
|
US |
LOCKHEED MARTIN CORP |
2,196 |
$1M |
0.95% |
-
|
- |