Disclosed positions
| NVIDIA CORPORATION | NVDA | COM | $708,691,568 | 3,541,864 | SH | None |
| APPLE INC | AAPL | COM | $635,200,757 | 2,195,192 | SH | None |
| MICROSOFT CORP | MSFT | COM | $420,774,394 | 1,128,021 | SH | None |
| AMAZON COM INC | AMZN | COM | $351,045,504 | 1,472,877 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $316,164,524 | 884,698 | SH | None |
| BROADCOM INC | AVGO | COM | $266,818,802 | 706,337 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $255,074,934 | 721,917 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $197,559,042 | 171,152 | SH | None |
| META PLATFORMS INC | META | CL A | $187,995,784 | 333,746 | SH | None |
| TESLA INC | TSLA | COM | $186,552,504 | 443,539 | SH | None |
| ELI LILLY & CO | LLY | COM | $145,391,306 | 121,217 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $143,466,181 | 246,968 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $132,885,832 | 405,969 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $117,049,728 | 233,917 | SH | None |
| INTEL CORP | INTC | COM | $92,968,446 | 665,820 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $92,915,940 | 365,854 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $87,025,341 | 120,367 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $86,390,223 | 631,877 | SH | None |
| VISA INC | V | COM CL A | $86,013,693 | 250,703 | SH | None |
| LAM RESEARCH CORP | LRCX | COM NEW | $82,225,668 | 189,753 | SH | None |
| WALMART INC | WMT | COM | $75,482,920 | 666,457 | SH | None |
| CATERPILLAR INC | CAT | COM | $73,445,088 | 68,969 | SH | None |
| CISCO SYS INC | CSCO | COM | $70,461,552 | 599,877 | SH | None |
| ABBVIE INC | ABBV | COM | $67,645,614 | 268,819 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $63,032,904 | 67,381 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $62,992,527 | 122,649 | SH | None |
| KLA CORP | KLAC | COM NEW | $59,921,115 | 198,605 | SH | None |
| GE AEROSPACE | GE | COM NEW | $58,609,460 | 156,823 | SH | None |
| BANK OF AMER CORP | BAC | COM | $57,217,378 | 1,004,166 | SH | None |
| UNITEDHEALTH GROUP INC | UNH | COM | $56,983,704 | 137,102 | SH | None |
| HOME DEPOT INC | HD | COM | $53,414,444 | 151,453 | SH | None |
| PROCTER & GAMBLE CO | PG | COM | $51,919,358 | 354,060 | SH | None |
| SANDISK CORP | SNDK | COM | $50,240,338 | 22,096 | SH | None |
| MERCK & CO INC | MRK | COM | $48,268,070 | 375,627 | SH | None |
| GE VERNOVA INC | GEV | COM | $47,996,556 | 40,853 | SH | None |
| COCA COLA CO | KO | COM | $47,958,890 | 590,118 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $46,693,929 | 281,696 | SH | None |
| NETFLIX INC. | NFLX | COM | $45,484,228 | 637,034 | SH | None |
| GOLDMAN SACHS GROUP INC | GS | COM | $44,280,813 | 43,783 | SH | None |
| PHILIP MORRIS INTL INC | PM | COM | $42,835,870 | 236,780 | SH | None |
| PALO ALTO NETWORKS INC | PANW | COM | $41,752,442 | 122,434 | SH | None |
| TEXAS INSTRS INC | TXN | COM | $41,154,227 | 138,069 | SH | None |
| INTERNATIONAL BUSINESS MACHS | IBM | COM | $40,171,130 | 142,851 | SH | None |
| MARVELL TECHNOLOGY INC | MRVL | COM | $39,451,956 | 132,438 | SH | None |
| PALANTIR TECHNOLOGIES INC | PLTR | CL A | $39,336,341 | 337,159 | SH | None |
| RTX CORPORATION | RTX | COM | $38,857,273 | 204,803 | SH | None |
| WELLS FARGO & CO | WFC | COM | $38,437,186 | 465,116 | SH | None |
| ORACLE CORP | ORCL | COM | $38,132,457 | 260,201 | SH | None |
| LINDE PLC | LIN | SHS | $36,332,546 | 70,013 | SH | None |
| CITIGROUP INC | C | COM NEW | $36,203,733 | 258,672 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 5 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.