Q2 2025 Holdings
Filed 2025-08-01 | 308 holdings | $1.1B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Oracle Corp(ORCL) | COM | 68389X105 | $16.2M | 74,209 | 1.4% |
| Roblox Corp(RBLX) | CL A | 771049103 | $17.3M | 164,122 | 1.5% |
| Apple Inc(AAPL) | COM | 037833100 | $18.0M | 87,694 | 1.6% |
| Tesla Inc(TSLA) | COM | 88160R101 | $24.1M | 75,948 | 2.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $25.3M | 143,301 | 2.2% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $27.6M | 95,144 | 2.5% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $36.0M | 158,875 | 3.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $53.6M | 107,758 | 4.8% |