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 | AMZNAMAZON COM INC | $2.7B | ADDED |
| 2 | NVDANVIDIA CORPORATION | $1.6B | REDUCED |
| 3 | TSLATESLA INC | $1.3B | REDUCED |
| 4 | DHRDANAHER CORP DEL | $766M | ADDED |
| 5 | XOMEXXON MOBIL CORP | $727M | ADDED |
| 6 | VVISA INC | $656M | REDUCED |
| 7 | AAPLAPPLE INC | $633M | ADDED |
| 8 | GEVGE VERNOVA INC | $592M | ADDED |
| 9 | PEPPEPSICO INC | $547M | REDUCED |
| 10 | AZNASTRAZENECA PLC | $525M | NEW |
| 11 | PLTRPALANTIR TECHNOLOGIES INC | $499M | ADDED |
| 12 | ISRGINTUITIVE SURGICAL INC | $480M | ADDED |
| 13 | HLTHILTON WORLDWIDE HLDGS INC | $474M | REDUCED |
| 14 | GEGE AEROSPACE | $432M | ADDED |
| 15 | STXSEAGATE TECHNOLOGY HLDNGS PL | $426M | ADDED |
| 16 | RSGREPUBLIC SVCS INC | $417M | ADDED |
| 17 | PHPARKER-HANNIFIN CORP | $415M | REDUCED |
| 18 | MSFTMICROSOFT CORP | $414M | REDUCED |
| 19 | STLDSTEEL DYNAMICS INC | $412M | REDUCED |
| 20 | MAMASTERCARD INCORPORATED | $402M | ADDED |
| 21 | SHWSHERWIN WILLIAMS CO | $401M | ADDED |
| 22 | GILDGILEAD SCIENCES INC | $364M | REDUCED |
| 23 | CPNGCOUPANG INC | $342M | REDUCED |
| 24 | APDAIR PRODUCTS AND CHEMICALS I | $323M | NEW |
| 25 | CVSCVS HEALTH CORP | $322M | 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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