Q1 2024 Holdings
Filed 2024-04-29 | 68 holdings | $457.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Microsoft Corp(MSFT) | MICROSOFT CORP | 594918104 | $55.6K | 136,821 | 12.2% |
| Nvidia(NVDA) | NVIDIA | 67066G104 | $43.1K | 49,190 | 9.4% |
| Servicenow(NOW) | SERVICENOW | 81762P102 | $22.9K | 30,254 | 5.0% |
| Advanced Micro Devices(AMD) | ADVANCED MICRO DEVICES | 007903107 | $22.2K | 107,206 | 4.9% |
| Intuit Inc(INTU) | INTUIT INC | 461202103 | $16.6K | 25,514 | 3.6% |
| Micron Technology Inc(MU) | MICRON TECHNOLOGY INC | 595112103 | $14.3K | 146,627 | 3.1% |
| Salesforce.com(CRM) | SALESFORCE.COM | 79466L302 | $13.3K | 43,441 | 2.9% |
| Applied Material(AMAT) | APPLIED MATERIAL | 038222105 | $13.0K | 63,468 | 2.9% |
| Nextracker(NXT) | NEXTRACKER | 65290E101 | $13.0K | 218,195 | 2.8% |
| Broadcom(AVGO) | BROADCOM | 11135F101 | $12.3K | 9,431 | 2.7% |
| Cyberark | CYBERARK | M2682V108 | $11.7K | 44,487 | 2.6% |
| Eaton Corp(ETN) | EATON CORP | G29183103 | $11.7K | 39,331 | 2.6% |
| Duolingo(DUOL) | DUOLINGO | 26603R106 | $11.2K | 52,377 | 2.4% |
| Mongo DB(MDB) | MONGO DB | 60937P106 | $11.0K | 28,741 | 2.4% |
| Waste Connections(WCN) | WASTE CONNECTIONS | 94106B101 | $10.0K | 44,391 | 2.2% |
| ELI Lilly(LLY) | ELI LILLY | 532457108 | $9.7K | 12,731 | 2.1% |
| Procore Technology(PCOR) | PROCORE TECHNOLOGY | 74275K108 | $8.6K | 108,475 | 1.9% |
| Hashicorp | HASHICORP | 418100103 | $8.2K | 308,411 | 1.8% |
| Alcon Inc(ALC) | ALCON INC | H01301128 | $8.2K | 97,277 | 1.8% |
| Accenture PLC(ACN) | ACCENTURE PLC | G1151C101 | $8.0K | 21,021 | 1.7% |
| T-Mobile US(TMUS) | T-MOBILE US | 872590104 | $7.5K | 45,491 | 1.6% |
| Palo Alto(PANW) | PALO ALTO | 697435105 | $7.3K | 26,093 | 1.6% |
| Alphabet(GOOGL) | ALPHABET - A | 02079K305 | $6.5K | 48,301 | 1.4% |
| Stryker Corp(SYK) | STRYKER CORP | 863667101 | $6.1K | 17,070 | 1.3% |
| Sentinel One(S) | SENTINEL ONE | 81730H109 | $5.6K | 205,800 | 1.2% |
| Synopsys(SNPS) | SYNOPSYS | 871607107 | $5.4K | 9,508 | 1.2% |
| Quanta Services(PWR) | QUANTA SERVICES | 74762E102 | $5.3K | 21,825 | 1.2% |
| Progressive US(PGR) | PROGRESSIVE US | 743315103 | $5.1K | 25,678 | 1.1% |
| Thermo Fisher(TMO) | THERMO FISHER | 883556102 | $4.9K | 8,182 | 1.1% |
| First Solar Inc(FSLR) | FIRST SOLAR INC | 336433107 | $4.4K | 27,461 | 1.0% |
| Freeport Moran(FCX) | FREEPORT/MC MORAN | 35671D857 | $4.4K | 110,376 | 1.0% |
| Wabtec(WAB) | WABTEC | 929740108 | $4.4K | 30,581 | 1.0% |
| Gitlab Inc(GTLB) | GITLAB INC | 37637K108 | $4.1K | 70,700 | 0.9% |
| United Rentals(URI) | UNITED RENTALS | 911363109 | $4.0K | 5,961 | 0.9% |
| Verisk Analytics Inc(VRSK) | VERISK ANALYTICS INC | 92345Y106 | $3.6K | 15,240 | 0.8% |
| Owens Corning(OC) | OWENS CORNING | 690742101 | $3.3K | 20,760 | 0.7% |
| Stellantis NV(STLA) | STELLANTIS NV | N82405106 | $3.3K | 121,596 | 0.7% |
| Clean Harbors(CLH) | CLEAN HARBORS | 184496107 | $3.2K | 17,163 | 0.7% |
| Mastercard(MA) | MASTERCARD | 57636Q104 | $3.1K | 6,535 | 0.7% |
| Visa(V) | VISA | 92826C839 | $2.9K | 10,468 | 0.6% |
| Xylem(XYL) | XYLEM | 98419M100 | $2.9K | 22,644 | 0.6% |
| Intuitive Surgical(ISRG) | INTUITIVE SURGICAL | 46120E602 | $2.8K | 7,093 | 0.6% |
| Arista Networks(ANETEUR) | ARISTA NETWORKS | 040413106 | $2.7K | 10,000 | 0.6% |
| Nextera Energy(NEE) | NEXTERA ENERGY | 65339F101 | $2.7K | 47,210 | 0.6% |
| Confluent(CFLT) | CONFLUENT | 20717M103 | $2.7K | 81,576 | 0.6% |
| Republic Services(RSG) | REPUBLIC SERVICES | 760759100 | $2.6K | 13,935 | 0.6% |
| Deere(DE) | DEERE | 244199105 | $2.5K | 6,761 | 0.6% |
| ON Semiconductor Corp(ON) | ON SEMICONDUCTOR CORP | 682189105 | $2.4K | 30,938 | 0.5% |
| Equinix(EQIX) | EQUINIX | 29444U700 | $1.9K | 2,125 | 0.4% |
| Shoals Technologies(SHLS) | SHOALS TECHNOLOGIES | 82489W107 | $1.9K | 145,981 | 0.4% |