Disclosed positions
| NVIDIA CORPORATION | NVDA | COM | $46,900,247 | 234,396 | SH | None |
| APPLE INC | AAPL | COM | $19,219,493 | 66,421 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $18,235,346 | 31,391 | SH | None |
| PALO ALTO NETWORKS INC | PANW | COM | $7,727,172 | 22,659 | SH | None |
| FORTINET INC | FTNT | COM | $7,023,506 | 45,720 | SH | None |
| ELI LILLY & CO | LLY | COM | $6,248,995 | 5,210 | SH | None |
| LAM RESEARCH CORP | LRCX | COM NEW | $6,234,114 | 14,387 | SH | None |
| BROADCOM INC | AVGO | COM | $6,128,279 | 16,223 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $5,857,330 | 5,074 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $4,047,135 | 11,325 | SH | None |
| CROWDSTRIKE HLDGS INC | CRWD | CL A | $3,122,006 | 4,091 | SH | None |
| META PLATFORMS INC | META | CL A | $3,076,205 | 5,461 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $2,873,986 | 8,134 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $2,524,553 | 7,713 | SH | None |
| MARVELL TECHNOLOGY INC | MRVL | COM | $2,516,877 | 8,449 | SH | None |
| MASTEC INC | MTZ | COM | $2,306,637 | 5,544 | SH | None |
| GE VERNOVA INC | GEV | COM | $2,211,139 | 1,882 | SH | None |
| ABBVIE INC | ABBV | COM | $2,157,077 | 8,572 | SH | None |
| AMERICAN EXPRESS CO | AXP | COM | $1,902,000 | 5,623 | SH | None |
| MICROSOFT CORP | MSFT | COM | $1,738,402 | 4,660 | SH | None |
| QUALCOMM INC | QCOM | COM | $1,650,458 | 8,932 | SH | None |
| CISCO SYS INC | CSCO | COM | $1,562,539 | 13,303 | SH | None |
| AMAZON COM INC | AMZN | COM | $1,508,454 | 6,329 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $1,465,739 | 2,854 | SH | None |
| EATON CORP PLC | ETN | SHS | $1,458,670 | 3,423 | SH | None |
| GOLDMAN SACHS GROUP INC | GS | COM | $1,384,566 | 1,369 | SH | None |
| ORACLE CORP | ORCL | COM | $1,382,799 | 9,436 | SH | None |
| HOME DEPOT INC | HD | COM | $1,311,845 | 3,720 | SH | None |
| PALANTIR TECHNOLOGIES INC | PLTR | CL A | $1,309,737 | 11,226 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $1,263,124 | 9,239 | SH | None |
| AMGEN INC | AMGN | COM | $1,202,130 | 3,320 | SH | None |
| CHUBB LIMITED | CB | COM | $1,198,676 | 3,518 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $1,135,661 | 2,378 | SH | None |
| VISA INC | V | COM CL A | $1,077,880 | 3,142 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $1,077,589 | 1,443 | SH | None |
| CORNING INC | GLW | COM | $1,041,987 | 4,079 | SH | None |
| PARKER-HANNIFIN CORP | PH | COM | $1,032,730 | 1,056 | SH | None |
| PROCEPT BIOROBOTICS CORP | PRCT | COM | $1,029,874 | 45,610 | SH | None |
| TWILIO INC | TWLO | CL A | $994,511 | 4,820 | SH | None |
| DELL TECHNOLOGIES INC | DELL | CL C | $976,838 | 2,264 | SH | None |
| CADENCE DESIGN SYSTEM INC | CDNS | COM | $957,441 | 2,551 | SH | None |
| RTX CORPORATION | RTX | COM | $955,208 | 5,035 | SH | None |
| ONEOK INC NEW | OKE | COM | $918,159 | 10,561 | SH | None |
| TJX COS INC NEW | TJX | COM | $899,985 | 5,940 | SH | None |
| TESLA INC | TSLA | COM | $859,286 | 2,043 | SH | None |
| TERADYNE INC | TER | COM | $829,786 | 1,715 | SH | None |
| EMERSON ELEC CO | EMR | COM | $788,950 | 5,511 | SH | None |
| VERTEX PHARMACEUTICALS INC | VRTX | COM | $780,860 | 1,572 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $728,300 | 779 | SH | None |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $718,191 | 5,222 | 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. 0 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.