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 | MSFTMICROSOFT CORP | $2.3B | ADDED |
| 2 | GOOGLALPHABET INC | $2.0B | ADDED |
| 3 | JNJJOHNSON & JOHNSON | $1.8B | ADDED |
| 4 | AAPLAPPLE INC | $1.8B | ADDED |
| 5 | METAMETA PLATFORMS INC | $1.8B | ADDED |
| 6 | LRCXLAM RESEARCH CORP | $1.5B | REDUCED |
| 7 | AMZNAMAZON COM INC | $1.3B | REDUCED |
| 8 | TMOTHERMO FISHER SCIENTIFIC INC | $1.2B | ADDED |
| 9 | AVGOBROADCOM INC | $1.0B | ADDED |
| 10 | USBUS BANCORP | $994M | ADDED |
| 11 | TXNTEXAS INSTRS INC | $983M | ADDED |
| 12 | VVISA INC | $918M | ADDED |
| 13 | ABTABBOTT LABORATORIES | $915M | ADDED |
| 14 | UNHUNITEDHEALTH GROUP INC | $855M | ADDED |
| 15 | MRKMERCK & CO INC | $844M | ADDED |
| 16 | CRMSALESFORCE INC | $826M | ADDED |
| 17 | ACNACCENTURE PLC IRELAND | $774M | ADDED |
| 18 | CITHE CIGNA GROUP | $693M | ADDED |
| 19 | LLYELI LILLY & CO | $690M | ADDED |
| 20 | KLACKLA CORP | $679M | REDUCED |
| 21 | HLTHILTON WORLDWIDE HLDGS INC | $675M | REDUCED |
| 22 | KOCOCA COLA CO | $630M | REDUCED |
| 23 | STZCONSTELLATION BRANDS INC | $604M | ADDED |
| 24 | TJXTJX COS INC NEW | $593M | REDUCED |
| 25 | ISRGINTUITIVE SURGICAL INC | $567M | ADDED |
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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