OKLAHOMA CITY, OK
Allocation by class
Portfolio Concentration
Top 3 weight
15.4%
Top 10 weight
30.6%
Voting Authority Distribution
Total shares with voting rights: 416.52M
Full voting authority
416.52M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
META PLATFORMS INCSOLE | CL A | 2.21M | SH | $1.27B 7.39% | 2.21M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 3.98M | SH | $693.89M 4.05% | 3.98M | 0.00 | 0.00 |
UNITED THERAPEUTICS CORP DELSOLE | COM | 1.15M | SH | $682.90M 3.99% | 1.15M | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 1.72M | SH | $539.82M 3.15% | 1.72M | 0.00 | 0.00 |
WARNER BROS DISCOVERY INCSOLE | COM SER A | 17.34M | SH | $476.22M 2.78% | 17.34M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 2.01M | SH | $419.40M 2.45% | 2.01M | 0.00 | 0.00 |
BLUE OWL CAPITAL INCSOLE | COM CL A | 38.17M | SH | $348.48M 2.04% | 38.17M | 0.00 | 0.00 |
ELECTRONIC ARTS INCSOLE | COM | 1.71M | SH | $347.94M 2.03% | 1.71M | 0.00 | 0.00 |
TESLA INCSOLE | COM | 639.70K | SH | $237.81M 1.39% | 639.70K | 0.00 | 0.00 |
TAKE-TWO INTERACTIVE SOFTWARSOLE | COM | 1.14M | SH | $225.38M 1.32% | 1.14M | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 1.56M | SH | $198.99M 1.16% | 1.56M | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 728.15K | SH | $197.03M 1.15% | 728.15K | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 2.04M | SH | $195.77M 1.14% | 2.04M | 0.00 | 0.00 |
CG ONCOLOGY INCSOLE | COM | 2.76M | SH | $186.72M 1.09% | 2.76M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 475.35K | SH | $175.96M 1.03% | 475.35K | 0.00 | 0.00 |
CONSTELLATION ENERGY CORPSOLE | COM | 574.02K | SH | $160.30M 0.94% | 574.02K | 0.00 | 0.00 |
REVOLUTION MEDICINES INCSOLE | COM | 1.55M | SH | $150.74M 0.88% | 1.55M | 0.00 | 0.00 |
ISHARES TRSOLE | EXPANDED TECH | 1.85M | SH | $147.83M 0.86% | 1.85M | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 177.55K | SH | $124.78M 0.73% | 177.55K | 0.00 | 0.00 |
CYTOKINETICS INCSOLE | COM NEW | 1.86M | SH | $122.37M 0.71% | 1.86M | 0.00 | 0.00 |
REDDIT INCSOLE | CL A | 888.90K | SH | $119.69M 0.70% | 888.90K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 1.88M | SH | $118.07M 0.69% | 1.88M | 0.00 | 0.00 |
CELESTICA INCSOLE | COM | 392.16K | SH | $110.46M 0.65% | 392.16K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 499K | SH | $101.51M 0.59% | 499K | 0.00 | 0.00 |
WILLIAMS COS INCSOLE | COM | 1.37M | SH | $99.66M 0.58% | 1.37M | 0.00 | 0.00 |