|
AMZN
|
US |
AMAZON.COM INC |
1,707,493 |
$375M |
6.15% |
-2.4%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
578,556 |
$339M |
5.57% |
-2.2%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
784,197 |
$331M |
5.43% |
-2.2%
|
- |
|
040413205
|
- |
ARISTA NETWORKS INC |
2,756,449 |
$305M |
5.01% |
100.0%
|
- |
|
AAPL
|
US |
APPLE INC |
1,114,978 |
$279M |
4.59% |
-2.2%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
934,568 |
$224M |
3.68% |
-2.2%
|
- |
|
NFLX
|
US |
NETFLIX INC |
245,764 |
$219M |
3.60% |
-2.2%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
1,151,874 |
$218M |
3.58% |
-1.4%
|
- |
|
MA
|
US |
MASTERCARD INC - A |
409,552 |
$216M |
3.54% |
-2.2%
|
- |
|
WAB
|
US |
WABTEC CORP |
855,545 |
$162M |
2.66% |
-2.3%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
344,485 |
$156M |
2.57% |
-2.3%
|
- |
|
WDAY
|
US |
WORKDAY INC-CLASS A |
595,971 |
$154M |
2.53% |
23.0%
|
- |
|
TMO
|
US |
THERMO FISHER SCIENTIFIC INC |
288,601 |
$150M |
2.47% |
-2.2%
|
- |
|
TMUS
|
US |
T-MOBILE US INC |
674,168 |
$149M |
2.44% |
-2.2%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
780,405 |
$149M |
2.44% |
-3.5%
|
- |
|
ISRG
|
US |
INTUITIVE SURGICAL INC |
281,912 |
$147M |
2.42% |
-19.4%
|
- |
|
FDX
|
US |
FEDEX CORP |
495,396 |
$139M |
2.29% |
-2.2%
|
- |
|
COST
|
US |
COSTCO WHOLESALE CORP |
147,531 |
$135M |
2.22% |
-2.1%
|
- |
|
TSLA
|
US |
TESLA INC |
318,147 |
$128M |
2.11% |
-2.3%
|
- |
|
CMG
|
US |
CHIPOTLE MEXICAN GRILL INC |
2,038,511 |
$123M |
2.02% |
-2.2%
|
- |