Allocation by class
Portfolio Concentration
Top 3 weight
16.4%
Top 10 weight
39.7%
Voting Authority Distribution
Total shares with voting rights: 17.47M
Full voting authority
17.47M
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 | 786.52K | SH | $179.63M 6.62% | 786.52K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 412.38K | SH | $137.33M 5.06% | 412.38K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 251.18K | SH | $128.83M 4.75% | 251.18K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 276.86K | SH | $126.30M 4.66% | 276.86K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 333.83K | SH | $114.86M 4.24% | 333.83K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 362.35K | SH | $90.28M 3.33% | 362.35K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 80.23K | SH | $85.45M 3.15% | 80.23K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 225.67K | SH | $79.25M 2.92% | 225.67K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 96.84K | SH | $70.23M 2.59% | 96.84K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 106.90K | SH | $65.40M 2.41% | 106.90K | 0.00 | 0.00 |
DELL TECHNOLOGIES INCSOLE | CL C | 116.94K | SH | $62.91M 2.32% | 116.94K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 258.38K | SH | $48.33M 1.78% | 258.38K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 38.07K | SH | $44.05M 1.62% | 38.07K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 123.23K | SH | $40.48M 1.49% | 123.23K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 171.69K | SH | $34.95M 1.29% | 171.69K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 280.40K | SH | $33.71M 1.24% | 280.40K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 109.37K | SH | $28.90M 1.07% | 109.37K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 106.88K | SH | $28.30M 1.04% | 106.88K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 84.62K | SH | $28.00M 1.03% | 84.62K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 76.53K | SH | $27.15M 1.00% | 76.53K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 62.89K | SH | $24.99M 0.92% | 62.89K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 69.05K | SH | $24.81M 0.92% | 69.05K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 49.68K | SH | $24.74M 0.91% | 49.68K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 112.82K | SH | $20.76M 0.77% | 112.82K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 39.41K | SH | $20.15M 0.74% | 39.41K | 0.00 | 0.00 |