|
NVDA
|
US |
NVIDIA CORP |
899,358 |
$121M |
13.86% |
-7.3%
|
- |
|
BRK/A
|
US |
BERKSHIRE HATHAWAY INC-CL A |
133 |
$91M |
10.39% |
-
|
- |
|
AAPL
|
US |
APPLE INC |
262,525 |
$66M |
7.54% |
-1.6%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
230,082 |
$44M |
5.00% |
3.0%
|
- |
|
MRVL
|
US |
MARVELL TECHNOLOGY INC |
368,106 |
$41M |
4.67% |
-4.5%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
92,374 |
$39M |
4.47% |
-4.4%
|
- |
|
FLOT
|
US |
ISHARES FLOATING RATE BOND E |
721,221 |
$37M |
4.21% |
80.8%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
162,286 |
$36M |
4.09% |
-0.6%
|
- |
|
NET
|
US |
CLOUDFLARE INC - CLASS A |
264,336 |
$28M |
3.27% |
1.5%
|
- |
|
VRT
|
US |
VERTIV HOLDINGS CO-A |
244,803 |
$28M |
3.19% |
-6.1%
|
- |
|
NOW
|
US |
SERVICENOW INC |
25,800 |
$27M |
3.14% |
0.0%
|
- |
|
AMD
|
US |
ADVANCED MICRO DEVICES |
170,905 |
$21M |
2.37% |
-22.4%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
30,614 |
$18M |
2.06% |
8.4%
|
- |
|
MAR
|
US |
MARRIOTT INTERNATIONAL -CL A |
64,188 |
$18M |
2.05% |
-
|
- |
|
WMT
|
US |
WALMART INC |
185,086 |
$17M |
1.92% |
-8.8%
|
- |
|
SQ
|
US |
BLOCK INC |
169,881 |
$14M |
1.66% |
96.2%
|
- |
|
PLTR
|
US |
PALANTIR TECHNOLOGIES INC-A |
182,984 |
$14M |
1.59% |
33.1%
|
- |
|
IBM
|
US |
INTL BUSINESS MACHINES CORP |
56,014 |
$12M |
1.41% |
-1.2%
|
- |
|
LLY
|
US |
ELI LILLY & CO |
15,517 |
$12M |
1.37% |
-42.4%
|
- |
|
CRM
|
US |
SALESFORCE INC |
33,071 |
$11M |
1.27% |
100.0%
|
- |