Q1 2025 Holdings
Filed 2025-04-09 | 153 holdings | $1.0B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| O'Reilly Automotive Inc(ORLY) | COMMON STOCK | 67103H107 | $56.8M | 39,651 | 5.6% |
| Microsoft Corp(MSFT) | COMMON STOCK | 594918104 | $60.7M | 161,601 | 6.0% |
| Nvidia Corp(NVDA) | COMMON STOCK | 67066G104 | $74.1M | 684,132 | 7.3% |