SAN FRANCISCO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
8.1%
Top 10 weight
17.2%
Voting Authority Distribution
Total shares with voting rights: 511.50M
Full voting authority
511.50M
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 | 5.40M | SH | $1.08B 3.34% | 5.40M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 3.21M | SH | $927.50M 2.87% | 3.21M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.63M | SH | $606.77M 1.88% | 1.63M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 2.47M | SH | $588.44M 1.82% | 2.47M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 822.51K | SH | $463.31M 1.43% | 822.51K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 1.18M | SH | $444.48M 1.37% | 1.18M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.11M | SH | $396.40M 1.23% | 1.11M | 0.00 | 0.00 |
REVOLUTION MEDICINES INCSOLE | COM | 2M | SH | $375.10M 1.16% | 2M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 1.03M | SH | $362.40M 1.12% | 1.03M | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 274.69K | SH | $317.08M 0.98% | 274.69K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 244.86K | SH | $293.69M 0.91% | 244.86K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 642.40K | SH | $270.19M 0.84% | 642.40K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 1.05M | SH | $266.80M 0.82% | 1.05M | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 6.05M | SH | $255.97M 0.79% | 6.05M | 0.00 | 0.00 |
MICROCHIP TECHNOLOGY INC.SOLE | COM | 2.65M | SH | $241.67M 0.75% | 2.65M | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 907.36K | SH | $228.33M 0.71% | 907.36K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 1.19M | SH | $215.31M 0.67% | 1.19M | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 937.84K | SH | $204.87M 0.63% | 937.84K | 0.00 | 0.00 |
ARROW ELECTRS INCSOLE | COM | 908.11K | SH | $193.80M 0.60% | 908.11K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 584.99K | SH | $191.49M 0.59% | 584.99K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 220.62K | SH | $189.30M 0.59% | 220.62K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 325.14K | SH | $188.88M 0.58% | 325.14K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 374.88K | SH | $187.59M 0.58% | 374.88K | 0.00 | 0.00 |
PROTAGONIST THERAPEUTICS INCSOLE | COM | 1.41M | SH | $173.35M 0.54% | 1.41M | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 386.93K | SH | $167.67M 0.52% | 386.93K | 0.00 | 0.00 |