Allocation by class
Portfolio Concentration
Top 3 weight
14.2%
Top 10 weight
39.3%
Voting Authority Distribution
Total shares with voting rights: 31.65M
Full voting authority
1.69M
shares
Joint voting authority
29.95M
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCDFND | CAP STK CL C | 573.57K | SH | $164.5K 4.91% | 33.12K | 540.46K | 0.00 |
APOLLO GLOBAL MANAGEMENT INCDFND | COM | 1.46M | SH | $163.0K 4.86% | 60.82K | 1.40M | 0.00 |
INTEL CORPDFND | COM | 3.36M | SH | $148.1K 4.42% | 184.91K | 3.17M | 0.00 |
CHARLES SCHWAB CORPDFND | COM | 1.56M | SH | $146.3K 4.37% | 70.54K | 1.49M | 0.00 |
MICROSOFT CORPDFND | COM | 379.37K | SH | $140.4K 4.19% | 14.57K | 364.80K | 0.00 |
T-MOBILE US INCDFND | COM | 576.01K | SH | $121.0K 3.61% | 21.93K | 554.08K | 0.00 |
AERCAP HOLDINGS N.V.DFND | SHS | 839.13K | SH | $115.1K 3.44% | 30.51K | 808.62K | 0.00 |
ALIBABA GROUP HOLDING LTDDFND | SPONSORED ADS | 867.05K | SH | $108.8K 3.25% | 44.43K | 822.62K | 0.00 |
BLACKROCK INCDFND | COM | 110.88K | SH | $106.6K 3.18% | 6.35K | 104.53K | 0.00 |
MERCADOLIBRE INCDFND | COM | 58.84K | SH | $101.7K 3.04% | 2.36K | 56.48K | 0.00 |
CHUBB LIMITEDDFND | COM | 309.22K | SH | $100.8K 3.01% | 15.40K | 293.82K | 0.00 |
COMCAST CORPDFND | CL A | 3.50M | SH | $100.4K 3.00% | 153.35K | 3.34M | 0.00 |
AIRBNB INCDFND | COM CL A | 755.56K | SH | $95.4K 2.85% | 31.95K | 723.61K | 0.00 |
UBER TECHNOLOGIES INCDFND | COM | 1.24M | SH | $89.3K 2.67% | 54.88K | 1.19M | 0.00 |
AON PLCDFND | SHS CL A | 272K | SH | $87.8K 2.62% | 7.41K | 264.60K | 0.00 |
LABCORP HOLDINGS INCDFND | COM SHS | 321.71K | SH | $85.8K 2.56% | 16.75K | 304.96K | 0.00 |
SALESFORCE INCDFND | COM | 442.98K | SH | $82.7K 2.47% | 21.07K | 421.92K | 0.00 |
APPLIED MATERIALS INCDFND | COM | 230.46K | SH | $78.8K 2.35% | 19.10K | 211.37K | 0.00 |
ORACLE CORPDFND | COM | 491.16K | SH | $72.3K 2.16% | 23.78K | 467.38K | 0.00 |
VIPSHOP HOLDINGS LTDDFND | SPONSORED ADS A | 4.44M | SH | $69.8K 2.08% | 214.79K | 4.23M | 0.00 |
LAS VEGAS SANDS CORPDFND | COM | 1.28M | SH | $69.0K 2.06% | 69.23K | 1.21M | 0.00 |
SERVICENOW INCDFND | COM | 622.35K | SH | $65.1K 1.94% | 11.20K | 611.15K | 0.00 |
VISA INCDFND | COM CL A | 210.25K | SH | $63.5K 1.90% | 12.82K | 197.43K | 0.00 |
AMAZON.COM INCDFND | COM | 298.95K | SH | $62.3K 1.86% | 6.97K | 291.98K | 0.00 |
NVIDIA CORPDFND | COM | 326.51K | SH | $58.7K 1.75% | 28.35K | 298.17K | 0.00 |