NVIDIA Corp | - | 14.63% | - | - | 253,623 |
Alphabet Inc Class A | - | 13.57% | - | - | 147,026 |
Oracle Corp | - | 10.43% | - | - | 238,935 |
Micron Technology Inc | - | 7.50% | - | - | 59,235 |
Vertiv Holdings Co Class A | - | 6.63% | - | - | 85,724 |
| 485690 | 5.72% | 17,020 | +3.09% | 1,635,000 | |
Taiwan Semiconductor Manufacturing Co Ltd ADR | - | 5.49% | - | - | 48,011 |
Arista Networks Inc | - | 4.28% | - | - | 109,194 |
Advanced Micro Devices Inc | - | 4.10% | - | - | 65,845 |
Meta Platforms Inc Class A | - | 4.04% | - | - | 20,958 |