Q2 2025 Holdings
Filed 2025-08-08 | 254 holdings | $625.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $28.4M | 138,968 | 4.5% |
| Microsoft Corp(MSFT) | COM | 594918104 | $29.3M | 58,905 | 4.7% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $29.9M | 189,315 | 4.8% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $41.0M | 148,665 | 6.6% |