LONDON, X0
Allocation by class
Portfolio Concentration
Top 3 weight
10.7%
Top 10 weight
24.7%
Voting Authority Distribution
Total shares with voting rights: 156.90M
Full voting authority
0.00
shares
Joint voting authority
156.90M
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ADVANCED MICRO DEVICES INCOTR | COM | 757.73K | SH | $440.17M 3.77% | 0.00 | 757.73K | 0.00 |
INTEL CORPOTR | COM | 2.99M | SH | $416.92M 3.57% | 0.00 | 2.99M | 0.00 |
ASML HLDG NVOTR | N Y REGISTRY SHS | 197.44K | SH | $392.79M 3.36% | 0.00 | 197.44K | 0.00 |
SEAGATE TECHNOLOGY HLDNGS PLOTR | ORD SHS | 313.55K | SH | $302.57M 2.59% | 0.00 | 313.55K | 0.00 |
AMAZON COM INCOTR | COM | 1.07M | SH | $255.74M 2.19% | 0.00 | 1.07M | 0.00 |
VANECK ETF TRUSTOTR | SEMICONDUCTR ETF | 347.67K | SH | $228.03M 1.95% | 0.00 | 347.67K | 0.00 |
SUNCOR ENERGY INC NEWOTR | COM | 4.20M | SH | $225.85M 1.93% | 0.00 | 4.20M | 0.00 |
LUMENTUM HLDGS INCOTR | COM | 258.06K | SH | $221.43M 1.89% | 0.00 | 258.06K | 0.00 |
BERKSHIRE HATHAWAY INC DELOTR | CL B NEW | 429.88K | SH | $215.11M 1.84% | 0.00 | 429.88K | 0.00 |
ENBRIDGE INCOTR | COM | 3.53M | SH | $191.25M 1.64% | 0.00 | 3.53M | 0.00 |
FERRARI N VOTR | COM | 508.13K | SH | $188.43M 1.61% | 0.00 | 508.13K | 0.00 |
DELL TECHNOLOGIES INCOTR | CL C | 413.91K | SH | $178.59M 1.53% | 0.00 | 413.91K | 0.00 |
SANDISK CORPOTR | COM | 63.18K | SH | $143.66M 1.23% | 0.00 | 63.18K | 0.00 |
VANECK ETF TRUSTOTR | JUNIOR GOLD MINE | 1.37M | SH | $134.61M 1.15% | 0.00 | 1.37M | 0.00 |
INTUITOTR | COM | 513.17K | SH | $133.94M 1.15% | 0.00 | 513.17K | 0.00 |
ISHARES TROTR | ISHARES SEMICDTR | 203.21K | SH | $130.21M 1.11% | 0.00 | 203.21K | 0.00 |
SPDR GOLD TROTR | GOLD SHS | 335.24K | SH | $123.50M 1.06% | 0.00 | 335.24K | 0.00 |
BROOKFIELD CORPOTR | CL A LTD VT SH | 2.86M | SH | $121.81M 1.04% | 0.00 | 2.86M | 0.00 |
AGNICO EAGLE MINES LTDOTR | COM | 765.57K | SH | $118.86M 1.02% | 0.00 | 765.57K | 0.00 |
PALANTIR TECHNOLOGIES INCOTR | CL A | 1M | SH | $117.19M 1.00% | 0.00 | 1M | 0.00 |
CME GROUP INCOTR | COM | 521.57K | SH | $115.18M 0.99% | 0.00 | 521.57K | 0.00 |
WESTERN DIGITAL CORPOTR | COM | 178.28K | SH | $113.87M 0.97% | 0.00 | 178.28K | 0.00 |
JPMORGAN CHASE & COOTR | COM | 343.07K | SH | $112.30M 0.96% | 0.00 | 343.07K | 0.00 |
BANK NOVA SCOTIA B COTR | COM | 1.26M | SH | $109.75M 0.94% | 0.00 | 1.26M | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACOTR | SPONSORED ADS | 222.65K | SH | $106.33M 0.91% | 0.00 | 222.65K | 0.00 |