|
AAPL
|
US |
APPLE INC |
5,710,923 |
$1,430M |
4.15% |
-2.4%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
8,992,866 |
$1,208M |
3.50% |
18.1%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
5,857,927 |
$1,109M |
3.22% |
9.5%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
1,854,043 |
$781M |
2.27% |
4.0%
|
- |
|
ERIC
|
US |
ERICSSON (LM) TEL-SP ADR |
86,830,815 |
$700M |
2.03% |
107.4%
|
- |
|
CHKP
|
US |
CHECK POINT SOFTWARE TECH |
3,632,116 |
$678M |
1.97% |
-11.2%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
3,004,850 |
$659M |
1.91% |
-13.7%
|
- |
|
SPOT
|
US |
SPOTIFY TECHNOLOGY SA |
1,453,735 |
$650M |
1.89% |
-0.7%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
1,322,824 |
$600M |
1.74% |
18.5%
|
- |
|
LOGI
|
US |
LOGITECH INTERNATIONAL-REG |
6,591,531 |
$546M |
1.58% |
-1.1%
|
- |
|
BKNG
|
US |
BOOKING HOLDINGS INC |
100,022 |
$497M |
1.44% |
-5.3%
|
- |
|
CL
|
US |
COLGATE-PALMOLIVE CO |
5,214,051 |
$474M |
1.37% |
-3.8%
|
- |
|
SE
|
US |
SEA LTD-ADR |
4,423,195 |
$469M |
1.36% |
321.2%
|
- |
|
CTAS
|
US |
CINTAS CORP |
2,506,531 |
$458M |
1.33% |
30.6%
|
- |
|
WIX
|
US |
WIX.COM LTD |
2,117,835 |
$454M |
1.32% |
-3.9%
|
- |
|
C
|
US |
CITIGROUP INC |
5,897,503 |
$415M |
1.20% |
4.8%
|
- |
|
INFY
|
US |
INFOSYS LTD-SP ADR |
18,922,575 |
$415M |
1.20% |
62.6%
|
- |
|
COST
|
US |
COSTCO WHOLESALE CORP |
363,566 |
$333M |
0.97% |
111.3%
|
- |
|
MMC
|
US |
MARSH & MCLENNAN COS |
1,568,640 |
$333M |
0.97% |
-6.0%
|
- |
|
040413205
|
- |
ARISTA NETWORKS INC |
2,930,156 |
$324M |
0.94% |
100.0%
|
- |