Follow to mirror this book and get an email + MCP alert the moment a new 13F is filed. The positions below are the latest disclosed holdings you can copy: data, not investment advice.
| # | Holding | Value | Change |
|---|---|---|---|
| 1 | VVISA INC | $1.9B | ADDED |
| 2 | TSMTAIWAN SEMICONDUCTOR MANUFAC | $1.5B | REDUCED |
| 3 | SCHWSCHWAB CHARLES CORP | $1.4B | ADDED |
| 4 | DISDISNEY WALT CO | $1.3B | ADDED |
| 5 | FTVFORTIVE CORP | $1.2B | ADDED |
| 6 | APDAIR PRODUCTS AND CHEMICALS I | $1.2B | REDUCED |
| 7 | MCDMCDONALDS CORP | $1.1B | ADDED |
| 8 | SHWSHERWIN WILLIAMS CO | $998M | REDUCED |
| 9 | TSLATESLA INC | $927M | ADDED |
| 10 | AAPLAPPLE INC | $912M | NEW |
| 11 | BBIOBRIDGEBIO PHARMA INC | $879M | REDUCED |
| 12 | CVNACARVANA CO | $874M | ADDED |
| 13 | MSFTMICROSOFT CORP | $855M | REDUCED |
| 14 | TMOTHERMO FISHER SCIENTIFIC INC | $820M | ADDED |
| 15 | JPMJPMORGAN CHASE & CO | $795M | ADDED |
| 16 | CSXCSX CORP | $767M | ADDED |
| 17 | ICEINTERCONTINENTAL EXCHANGE IN | $761M | ADDED |
| 18 | LIILENNOX INTL INC | $730M | ADDED |
| 19 | GOOGLALPHABET INC | $689M | REDUCED |
| 20 | FDXFEDEX CORP | $688M | NEW |
| 21 | GMGENERAL MTRS CO | $684M | ADDED |
| 22 | BABOEING CO | $636M | REDUCED |
| 23 | PNCPNC FINL SVCS GROUP INC | $630M | REDUCED |
| 24 | TMUST-MOBILE US INC | $623M | REDUCED |
| 25 | METAMETA PLATFORMS INC | $608M | NEW |
Holdings sourced from SEC EDGAR 13F-HR filings, public domain. 13F is reported quarterly, ~45 days after quarter end: a lagged, longs-only snapshot, not a real-time book. Following is data, not investment advice.
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