Q2 2025 Holdings
Filed 2025-08-08 | 2298 holdings | $8.7B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Arista Networks Inc(ANET) | COM SHS | 040413205 | $125.3M | 1,224,709 | 1.4% |
| Cintas Corp(CTAS) | COM | 172908105 | $131.6M | 590,491 | 1.5% |
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $144.2M | 736,153 | 1.6% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $155.9M | 851,755 | 1.8% |
| Adobe Inc(ADBE) | COM | 00724F101 | $162.9M | 421,040 | 1.9% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $205.6M | 1,107,709 | 2.4% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $286.0M | 2,662,573 | 3.3% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $294.1M | 1,669,054 | 3.4% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $1.1B | 3,954,842 | 12.5% |
| Apple Inc(AAPL) | COM | 037833100 | $1.3B | 6,434,133 | 15.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $1.4B | 6,371,266 | 16.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $1.5B | 8,643,183 | 17.5% |