|
NVDA
|
US |
NVIDIA CORP |
6,851,702 |
$920M |
7.73% |
-4.9%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
1,630,345 |
$687M |
5.77% |
4.8%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
2,376,450 |
$521M |
4.38% |
0.8%
|
- |
|
NOW
|
US |
SERVICENOW INC |
422,918 |
$448M |
3.76% |
-4.1%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
2,231,253 |
$425M |
3.57% |
-2.3%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
601,845 |
$352M |
2.96% |
8.3%
|
- |
|
AVGO
|
US |
BROADCOM INC |
1,112,693 |
$258M |
2.17% |
15.2%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
727,313 |
$230M |
1.93% |
-4.3%
|
- |
|
MA
|
US |
MASTERCARD INC - A |
375,170 |
$198M |
1.66% |
1.3%
|
- |
|
29287L809
|
- |
TCW ETF TRUST |
4,100,185 |
$194M |
1.63% |
100.0%
|
- |
|
GE
|
US |
GENERAL ELECTRIC |
1,135,325 |
$189M |
1.59% |
14.2%
|
- |
|
PANW
|
US |
PALO ALTO NETWORKS INC |
1,008,149 |
$183M |
1.54% |
93.7%
|
- |
|
COST
|
US |
COSTCO WHOLESALE CORP |
193,964 |
$178M |
1.49% |
-2.8%
|
- |
|
SPGI
|
US |
S&P GLOBAL INC |
329,399 |
$164M |
1.38% |
-4.7%
|
- |
|
IBM
|
US |
INTL BUSINESS MACHINES CORP |
685,387 |
$151M |
1.27% |
-1.3%
|
- |
|
CRWD
|
US |
CROWDSTRIKE HOLDINGS INC - A |
443,186 |
$152M |
1.27% |
-4.0%
|
- |
|
ISRG
|
US |
INTUITIVE SURGICAL INC |
288,347 |
$151M |
1.26% |
-2.7%
|
- |
|
CDNS
|
US |
CADENCE DESIGN SYS INC |
486,184 |
$146M |
1.23% |
4.8%
|
- |
|
TTD
|
US |
TRADE DESK INC/THE -CLASS A |
1,235,353 |
$145M |
1.22% |
-5.5%
|
- |
|
AAPL
|
US |
APPLE INC |
576,765 |
$144M |
1.21% |
1.0%
|
- |