TIBURON, CA
Allocation by class
Portfolio Concentration
Top 3 weight
30.9%
Top 10 weight
47.4%
Voting Authority Distribution
Total shares with voting rights: 2.10M
Full voting authority
2.10M
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 |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATION COMSOLE | Stock | 249.16K | SH | $43.46M 14.70% | 249.16K | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 128.76K | SH | $32.68M 11.05% | 128.76K | 0.00 | 0.00 |
BROADCOM INC COMSOLE | Stock | 49.38K | SH | $15.28M 5.17% | 49.38K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 27.14K | SH | $10.04M 3.40% | 27.14K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSSOLE | ADR | 26.06K | SH | $8.83M 2.99% | 26.06K | 0.00 | 0.00 |
ASML HLDG NV N Y REGISTRY SHSSOLE | ADR | 4.89K | SH | $6.45M 2.18% | 4.89K | 0.00 | 0.00 |
ABB LTD SPONSORED ADRSOLE | ADR | 78.34K | SH | $6.40M 2.16% | 78.34K | 0.00 | 0.00 |
CORNING INC COMSOLE | Stock | 44.51K | SH | $6.05M 2.05% | 44.51K | 0.00 | 0.00 |
ABBVIE INC COMSOLE | Stock | 25.20K | SH | $5.48M 1.85% | 25.20K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATION COMSOLE | Stock | 5.42K | SH | $5.41M 1.83% | 5.42K | 0.00 | 0.00 |
FORTINET INC COMSOLE | Stock | 64.83K | SH | $5.30M 1.79% | 64.83K | 0.00 | 0.00 |
TJX COS INC NEW COMSOLE | Stock | 32.19K | SH | $5.14M 1.74% | 32.19K | 0.00 | 0.00 |
SPROUTS FMRS MKT INC COMSOLE | Stock | 63.85K | SH | $4.92M 1.67% | 63.85K | 0.00 | 0.00 |
WALMART INC COMSOLE | Stock | 35K | SH | $4.36M 1.47% | 35K | 0.00 | 0.00 |
DOVER CORP COMSOLE | Stock | 20.38K | SH | $4.25M 1.44% | 20.38K | 0.00 | 0.00 |
ANALOG DEVICES INC COMSOLE | Stock | 12.23K | SH | $3.89M 1.32% | 12.23K | 0.00 | 0.00 |
MEDPACE HLDGS INC COMSOLE | Stock | 7.86K | SH | $3.78M 1.28% | 7.86K | 0.00 | 0.00 |
VISA INC COM CL ASOLE | Stock | 11.65K | SH | $3.52M 1.19% | 11.65K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Stock | 12.07K | SH | $3.46M 1.17% | 12.07K | 0.00 | 0.00 |
SYNOPSYS INC COMSOLE | Stock | 8.59K | SH | $3.41M 1.15% | 8.59K | 0.00 | 0.00 |
EQUINIX INC COMSOLE | REIT | 3.32K | SH | $3.25M 1.10% | 3.32K | 0.00 | 0.00 |
BLACKROCK INC COMSOLE | Stock | 3.33K | SH | $3.21M 1.08% | 3.33K | 0.00 | 0.00 |
KEYSIGHT TECHNOLOGIES INC COMSOLE | Stock | 11.30K | SH | $3.19M 1.08% | 11.30K | 0.00 | 0.00 |
ROCKWELL AUTOMATION INC COMSOLE | Stock | 8.87K | SH | $3.18M 1.08% | 8.87K | 0.00 | 0.00 |
PACKAGING CORP AMER COMSOLE | Stock | 14.84K | SH | $3.17M 1.07% | 14.84K | 0.00 | 0.00 |