LOS ALTOS, CA
Allocation by class
Portfolio Concentration
Top 3 weight
15.3%
Top 10 weight
34.0%
Voting Authority Distribution
Total shares with voting rights: 3.20M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.20M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 90.62K | SH | $23.00M 7.11% | 0.00 | 0.00 | 90.62K |
META PLATFORMS INCSOLE | CL A | 25.02K | SH | $14.32M 4.42% | 0.00 | 0.00 | 25.02K |
ALPHABET INCSOLE | CAP STK CL A | 42.27K | SH | $12.15M 3.76% | 0.00 | 0.00 | 42.27K |
ALPHABET INCSOLE | CAP STK CL C | 39.73K | SH | $11.40M 3.52% | 0.00 | 0.00 | 39.73K |
MICROSOFT CORPSOLE | COM | 27.95K | SH | $10.34M 3.20% | 0.00 | 0.00 | 27.95K |
VERTEX PHARMACEUTICALS INCSOLE | COM | 19.96K | SH | $8.91M 2.75% | 0.00 | 0.00 | 19.96K |
GILEAD SCIENCES INCSOLE | COM | 61.34K | SH | $8.55M 2.64% | 0.00 | 0.00 | 61.34K |
REGENERON PHARMACEUTICALSSOLE | COM | 9.49K | SH | $7.33M 2.27% | 0.00 | 0.00 | 9.49K |
QUALCOMM INCSOLE | COM | 55.94K | SH | $7.20M 2.23% | 0.00 | 0.00 | 55.94K |
C H ROBINSON WORLDWIDE INSOLE | COM NEW | 40.46K | SH | $6.72M 2.08% | 0.00 | 0.00 | 40.46K |
TEVA PHARMACEUTICAL INDS LTDSOLE | SPONSORED ADS | 214.98K | SH | $6.48M 2.00% | 0.00 | 0.00 | 214.98K |
INCYTE CORPSOLE | COM | 65.16K | SH | $6.13M 1.89% | 0.00 | 0.00 | 65.16K |
WALMART INCSOLE | COM | 46.10K | SH | $5.73M 1.77% | 0.00 | 0.00 | 46.10K |
NETAPP INCSOLE | COM | 55.03K | SH | $5.63M 1.74% | 0.00 | 0.00 | 55.03K |
ASTRAZENECA PLCSOLE | ORD | 27.30K | SH | $5.38M 1.66% | 0.00 | 0.00 | 27.30K |
EXPEDITORS INTL WASH INCSOLE | COM | 37.40K | SH | $5.36M 1.66% | 0.00 | 0.00 | 37.40K |
CISCO SYS INCSOLE | COM | 65.83K | SH | $5.11M 1.58% | 0.00 | 0.00 | 65.83K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 10.38K | SH | $4.97M 1.54% | 0.00 | 0.00 | 10.38K |
AMGEN INCSOLE | COM | 12.88K | SH | $4.53M 1.40% | 0.00 | 0.00 | 12.88K |
PRICE T ROWE GROUP INCSOLE | COM | 48.28K | SH | $4.35M 1.34% | 0.00 | 0.00 | 48.28K |
GENMAB A/SSOLE | SPONSORED ADS | 160.91K | SH | $4.32M 1.33% | 0.00 | 0.00 | 160.91K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 17.73K | SH | $4.30M 1.33% | 0.00 | 0.00 | 17.73K |
CINTAS CORPSOLE | COM | 24.93K | SH | $4.22M 1.30% | 0.00 | 0.00 | 24.93K |
UNITEDHEALTH GROUP INCSOLE | COM | 15.16K | SH | $4.10M 1.27% | 0.00 | 0.00 | 15.16K |
NICE LTDSOLE | SPONSORED ADR | 37.20K | SH | $4.10M 1.27% | 0.00 | 0.00 | 37.20K |