|
NVDA
|
US |
NVIDIA CORP |
305,080 |
$41M |
10.29% |
-5.6%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
98,308 |
$22M |
5.42% |
-1.3%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
48,396 |
$20M |
5.12% |
-2.1%
|
- |
|
92826c839
|
- |
VISA INC CL A |
59,918 |
$19M |
4.76% |
-2.8%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
31,176 |
$18M |
4.59% |
-2.0%
|
- |
|
64110l106
|
- |
NETFLIX INC COM |
20,048 |
$18M |
4.49% |
-3.7%
|
- |
|
COST
|
US |
COSTCO WHOLESALE CORP |
19,395 |
$18M |
4.46% |
-2.5%
|
- |
|
DECK
|
US |
DECKERS OUTDOOR CORP |
73,534 |
$15M |
3.75% |
-5.2%
|
- |
|
CRM
|
US |
SALESFORCE INC |
43,337 |
$14M |
3.64% |
-1.4%
|
- |
|
CTAS
|
US |
CINTAS CORP |
74,073 |
$14M |
3.40% |
-3.5%
|
- |
|
SN
|
US |
SHARKNINJA INC |
123,365 |
$12M |
3.02% |
-4.1%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
62,090 |
$12M |
2.95% |
-1.7%
|
- |
|
ADBE
|
US |
ADOBE INC |
24,209 |
$11M |
2.70% |
-3.3%
|
- |
|
TMO
|
US |
THERMO FISHER SCIENTIFIC INC |
19,222 |
$10M |
2.51% |
-3.7%
|
- |
|
PODD
|
US |
INSULET CORP |
34,419 |
$9M |
2.26% |
-1.6%
|
- |
|
02043q107
|
- |
ALNYLAM PHARMACEUTICALS |
34,775 |
$8M |
2.06% |
-1.1%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
42,677 |
$8M |
2.04% |
-6.0%
|
- |
|
BRBR
|
US |
BELLRING BRANDS INC |
102,627 |
$8M |
1.94% |
-3.4%
|
- |
|
FLOT
|
US |
ISHARES FLOATING RATE BOND E |
136,035 |
$7M |
1.74% |
-0.8%
|
- |
|
98978v103
|
- |
ZOETIS INC |
40,235 |
$7M |
1.65% |
-0.7%
|
- |