Allocation by class
Portfolio Concentration
Top 3 weight
16.4%
Top 10 weight
37.9%
Voting Authority Distribution
Total shares with voting rights: 16.97M
Full voting authority
16.97M
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 CORPORATIONSOLE | COM | 797.59K | SH | $139.10M 6.67% | 797.59K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 413.09K | SH | $104.84M 5.03% | 413.09K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 339.91K | SH | $97.74M 4.69% | 339.91K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 277.12K | SH | $93.65M 4.49% | 277.12K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 233.20K | SH | $86.33M 4.14% | 233.20K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 359.69K | SH | $74.91M 3.59% | 359.69K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 228.04K | SH | $70.58M 3.38% | 228.04K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 81.23K | SH | $46.47M 2.23% | 81.23K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 42.59K | SH | $39.17M 1.88% | 42.59K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 257.87K | SH | $37.72M 1.81% | 257.87K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 64.53K | SH | $30.92M 1.48% | 64.53K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 75.46K | SH | $28.05M 1.34% | 75.46K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 92.14K | SH | $27.11M 1.30% | 92.14K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 116.23K | SH | $24.83M 1.19% | 116.23K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 69.15K | SH | $23.36M 1.12% | 69.15K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 107.60K | SH | $21.89M 1.05% | 107.60K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 70.31K | SH | $21.25M 1.02% | 70.31K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 167.35K | SH | $20.55M 0.99% | 167.35K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 119.75K | SH | $20.32M 0.97% | 119.75K | 0.00 | 0.00 |
DELL TECHNOLOGIES INCSOLE | CL C | 119.45K | SH | $19.61M 0.94% | 119.45K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 131.21K | SH | $19.30M 0.93% | 131.21K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 66.91K | SH | $18.99M 0.91% | 66.91K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 81.12K | SH | $17.64M 0.85% | 81.12K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 183.12K | SH | $17.01M 0.82% | 183.12K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 64.45K | SH | $15.75M 0.76% | 64.45K | 0.00 | 0.00 |