#	Issuer	Ticker	Shares	Value	% of Portfolio
1	NVIDIA CORPORATION	NVDA	71,124,638	$13.21B	11.74%
2	MICROSOFT CORP	MSFT	22,806,632	$10.98B	9.76%
3	ALPHABET INC	GOOG	21,921,582	$6.85B	6.09%
4	AMAZON COM INC	AMZN	29,630,804	$6.80B	6.04%
5	APPLE INC	AAPL	23,339,698	$6.32B	5.61%
6	BROADCOM INC	AVGO	17,936,362	$6.18B	5.49%
7	ELI LILLY & CO	LLY	4,201,757	$4.50B	4.00%
8	META PLATFORMS INC	META	5,055,574	$3.32B	2.96%
9	MASTERCARD INCORPORATED	MA	4,608,043	$2.61B	2.32%
10	ORACLE CORP	ORCL-PD	13,188,278	$2.55B	2.27%
11	APPLOVIN CORP	APP	3,115,705	$2.09B	1.86%
12	TAIWAN SEMICONDUCTOR MFG LTD	874039100	6,533,671	$1.96B	1.75%
13	ARGENX SE	ARGX	2,318,249	$1.94B	1.72%
14	BOOKING HOLDINGS INC	BKNG	308,740	$1.65B	1.47%
15	HOWMET AEROSPACE INC	HWM	7,787,615	$1.58B	1.41%
16	EATON CORP PLC	ETN	4,887,739	$1.54B	1.37%
17	LAM RESEARCH CORP	LRCX	8,645,576	$1.48B	1.32%
18	KLA CORP	KLAC	1,217,746	$1.48B	1.32%
19	DANAHER CORPORATION	235851102	6,500,084	$1.48B	1.31%
20	NVIDIA CORPORATION	NVDA	7,830,709	$1.46B	1.30%