SAN FRANCISCO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
8.1%
Top 10 weight
16.9%
Voting Authority Distribution
Total shares with voting rights: 465.65M
Full voting authority
465.65M
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 | 4.82M | SH | $839.76M 3.17% | 4.82M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 2.88M | SH | $729.96M 2.76% | 2.88M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 2.70M | SH | $562.47M 2.13% | 2.70M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.41M | SH | $522.64M 1.98% | 1.41M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.43M | SH | $411.91M 1.56% | 1.43M | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 1.53M | SH | $373.02M 1.41% | 1.53M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 905.62K | SH | $280.30M 1.06% | 905.62K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 923.43K | SH | $264.90M 1.00% | 923.43K | 0.00 | 0.00 |
REVOLUTION MEDICINES INCSOLE | COM | 2.51M | SH | $243.76M 0.92% | 2.51M | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 4.84M | SH | $242.82M 0.92% | 4.84M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 395.18K | SH | $226.09M 0.85% | 395.18K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 230.47K | SH | $211.98M 0.80% | 230.47K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 541.42K | SH | $201.27M 0.76% | 541.42K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 566.20K | SH | $193.52M 0.73% | 566.20K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 961.25K | SH | $186.62M 0.71% | 961.25K | 0.00 | 0.00 |
GALLAGHER ARTHUR J & COSOLE | COM | 840.68K | SH | $182.07M 0.69% | 840.68K | 0.00 | 0.00 |
TANGO THERAPEUTICS INCSOLE | COM | 8M | SH | $167.36M 0.63% | 8M | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 337.82K | SH | $166.05M 0.63% | 337.82K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 341.23K | SH | $163.52M 0.62% | 341.23K | 0.00 | 0.00 |
NXP SEMICONDUCTORS N VSOLE | COM | 820.31K | SH | $161.49M 0.61% | 820.31K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 1.29M | SH | $160.38M 0.61% | 1.29M | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 529.12K | SH | $155.65M 0.59% | 529.12K | 0.00 | 0.00 |
ARROW ELECTRS INCSOLE | COM | 1.08M | SH | $155.04M 0.59% | 1.08M | 0.00 | 0.00 |
PROTAGONIST THERAPEUTICS INCSOLE | COM | 1.41M | SH | $149.05M 0.56% | 1.41M | 0.00 | 0.00 |
EDWARDS LIFESCIENCES CORPSOLE | COM | 1.77M | SH | $141.60M 0.54% | 1.77M | 0.00 | 0.00 |