Q1 2025 Holdings
Filed 2025-04-22 | 50 holdings | $8.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Tesla Inc(TSLA) | COM | 88160R101 | $1.0M | 4,010 | 12.3% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $789.0K | 7,280 | 9.4% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $753.6K | 4,540 | 8.9% |
| ARM Holdings PLC(ARM) | SPONSORED ADS | 042068205 | $752.9K | 7,050 | 8.9% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $525.1K | 2,760 | 6.2% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $409.2K | 710 | 4.9% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $366.5K | 5,030 | 4.3% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $303.7K | 1,780 | 3.6% |
| Disney Walt Co(DIS) | COM | 254687106 | $303.0K | 3,070 | 3.6% |
| Waste Mgmt Inc del(WM) | COM | 94106L109 | $277.8K | 1,200 | 3.3% |
| Netflix Inc(NFLX) | COM | 64110L106 | $214.5K | 230 | 2.5% |
| Apple Inc(AAPL) | COM | 037833100 | $191.0K | 860 | 2.3% |
| Crowdstrike Hldgs Inc(CRWD) | CL A | 22788C105 | $183.3K | 520 | 2.2% |
| Chevron Corp New(CVX) | COM | 166764100 | $180.7K | 1,080 | 2.1% |
| Goldman Sachs Group Inc(GS) | COM | 38141G104 | $180.3K | 330 | 2.1% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $175.7K | 1,710 | 2.1% |
| Adobe Inc(ADBE) | COM | 00724F101 | $164.9K | 430 | 2.0% |
| Icici Bank Limited(IBN) | ADR | 45104G104 | $157.6K | 5,000 | 1.9% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $137.0K | 250 | 1.6% |
| TNL Mediagene | SHS | G8924F105 | $127.9K | 168,298 | 1.5% |
| Microsoft Corp(MSFT) | COM | 594918104 | $127.6K | 340 | 1.5% |
| ELI Lilly & Co(LLY) | COM | 532457108 | $123.9K | 150 | 1.5% |
| Arista Networks Inc(ANET) | COM SHS | 040413205 | $103.8K | 1,340 | 1.2% |
| Caterpillar Inc(CAT) | COM | 149123101 | $75.9K | 230 | 0.9% |
| Zoom Communications Inc(ZM) | CL A | 98980L101 | $68.6K | 930 | 0.8% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $60.3K | 390 | 0.7% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $59.4K | 120 | 0.7% |
| Micron Technology Inc(MU) | COM | 595112103 | $58.2K | 670 | 0.7% |
| 3M Co(MMM) | COM | 88579Y101 | $55.8K | 380 | 0.7% |
| Doordash Inc(DASH) | CL A | 25809K105 | $54.8K | 300 | 0.7% |
| AT&T Inc(T) | COM | 00206R102 | $46.7K | 1,650 | 0.6% |
| ON Semiconductor Corp(ON) | COM | 682189105 | $44.8K | 1,100 | 0.5% |
| Vertiv Holdings Co(VRT) | COM CL A | 92537N108 | $43.3K | 600 | 0.5% |
| Block Inc(XYZ) | CL A | 852234103 | $36.9K | 680 | 0.4% |
| Procter and Gamble Co(PG) | COM | 742718109 | $34.1K | 200 | 0.4% |
| Coca Cola Co(KO) | COM | 191216100 | $32.9K | 460 | 0.4% |
| Intel Corp(INTC) | COM | 458140100 | $31.8K | 1,400 | 0.4% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $28.5K | 170 | 0.3% |
| International Business Machs(IBM) | COM | 459200101 | $22.4K | 90 | 0.3% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $21.6K | 130 | 0.3% |
| Visa Inc(V) | COM CL A | 92826C839 | $17.5K | 50 | 0.2% |
| Salesforce Inc(CRM) | COM | 79466L302 | $10.7K | 40 | 0.1% |
| Nike Inc(NKE) | CL B | 654106103 | $7.6K | 120 | 0.1% |
| Enphase Energy Inc(ENPH) | COM | 29355A107 | $7.4K | 120 | 0.1% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $7.2K | 110 | 0.1% |
| JPMorgan Chase & Co.(JPM) | COM | 46625H100 | $4.9K | 20 | 0.1% |
| Petroleo Brasileiro SA Petro(PBR) | SPONSORED ADR | 71654V408 | $4.3K | 300 | 0.1% |
| 3-D SYS Corp del(DDD) | COM NEW | 88554D205 | $1.4K | 680 | 0.0% |
| Vale S A(VALE) | SPONSORED ADS | 91912E105 | $998 | 100 | 0.0% |
| Kinder Morgan Inc del(KMI) | COM | 49456B101 | $571 | 20 | 0.0% |