Q4 2024 Holdings
Filed 2025-02-14 | 917 holdings | $14.8B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Danaher Corporation(DHR) | COM | 235851102 | $95.2M | 414,771 | 0.6% |
| Madrigal Pharmaceuticals Inc(MDGL) | COM | 558868105 | $95.4M | 309,117 | 0.6% |
| Janux Therapeutics Inc(JANX) | COM | 47103J105 | $99.2M | 1,852,187 | 0.7% |
| Metlife Inc(MET) | COM | 59156R108 | $100.0M | 1,220,896 | 0.7% |
| Zimmer Biomet Holdings Inc(ZBH) | COM | 98956P102 | $101.7M | 962,907 | 0.7% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $107.5M | 605,058 | 0.7% |
| Microchip Technology Inc.(MCHP) | COM | 595017104 | $121.7M | 2,121,677 | 0.8% |
| TE Connectivity PLC(TEL) | ORD SHS | G87052109 | $127.4M | 890,754 | 0.9% |
| Autodesk Inc(ADSK) | COM | 052769106 | $144.5M | 489,039 | 1.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $146.5M | 667,848 | 1.0% |
| LAM Research Corp(LRCX) | COM NEW | 512807306 | $155.5M | 2,152,450 | 1.1% |
| Gallagher Arthur J & Co(AJG) | COM | 363576109 | $160.0M | 563,770 | 1.1% |
| Revolution Medicines Inc(RVMD) | COM | 76155X100 | $170.0M | 3,885,713 | 1.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $197.8M | 469,306 | 1.3% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $216.5M | 1,612,341 | 1.5% |
| Apple Inc(AAPL) | COM | 037833100 | $221.8M | 885,629 | 1.5% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $317.4M | 542,173 | 2.1% |