CAMBRIDGE, MA
Allocation by class
Portfolio Concentration
Top 3 weight
18.3%
Top 10 weight
37.4%
Voting Authority Distribution
Total shares with voting rights: 13.15M
Full voting authority
13.15M
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 |
|---|---|---|---|---|---|---|---|
TEMPUS AI INCSOLE | CL A | 2.41M | SH | $139.69M 8.05% | 2.41M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 538.71K | SH | $107.79M 6.22% | 538.71K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 244.10K | SH | $70.63M 4.07% | 244.10K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 192.24K | SH | $68.70M 3.96% | 192.24K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 81.01K | SH | $60.67M 3.50% | 81.01K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 146.62K | SH | $54.69M 3.15% | 146.62K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 208.78K | SH | $49.76M 2.87% | 208.78K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 51.49K | SH | $37.92M 2.19% | 51.49K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 81.88K | SH | $30.93M 1.78% | 81.88K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 38.40K | SH | $28.67M 1.65% | 38.40K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 49.73K | SH | $28.02M 1.62% | 49.73K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 74.18K | SH | $26.21M 1.51% | 74.18K | 0.00 | 0.00 |
SAMSARA INCSOLE | COM CL A | 788.37K | SH | $25.57M 1.47% | 788.37K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 18.33K | SH | $21.98M 1.27% | 18.33K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 29.39K | SH | $20.18M 1.16% | 29.39K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 52.66K | SH | $18.07M 1.04% | 52.66K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 45.39K | SH | $16.72M 0.96% | 45.39K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 34.64K | SH | $15.01M 0.87% | 34.64K | 0.00 | 0.00 |
QUANTA SVCS INCSOLE | COM | 19.80K | SH | $14.26M 0.82% | 19.80K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 85.10K | SH | $13.33M 0.77% | 85.10K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 39.24K | SH | $12.85M 0.74% | 39.24K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 36.43K | SH | $12.42M 0.72% | 36.43K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 99.55K | SH | $12.36M 0.71% | 99.55K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 114.09K | SH | $11.33M 0.65% | 114.09K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 23.41K | SH | $11.18M 0.64% | 23.41K | 0.00 | 0.00 |