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CIK 0001214639 • 6 13F filings • May 13, 2025 – Aug 3, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $113.3M | 2.0% | 854,111 SH | |
| ADVANCED MICRO DEVICES INC | COM | $130.9M | 2.3% | 1,273,794 SH | |
| ALPHABET INC | CAP STK CL A | $370.8M | 6.5% | 2,397,860 SH | |
| AMAZON COM INC | COM | $528.8M | 9.2% | 2,779,249 SH | |
| APOLLO GLOBAL MGMT INC | COM | $1.4M | 0.0% | 10,107 SH | |
| ARES MANAGEMENT CORPORATION | CL A COM STK | $2.1M | 0.0% | 13,993 SH | |
| ARISTA NETWORKS INC | COM SHS | $436.9M | 7.6% | 5,639,166 SH | |
| AUTODESK INC | COM | $120.6M | 2.1% | 460,824 SH | |
| AUTOMATIC DATA PROCESSING IN | COM | $1.3M | 0.0% | 4,413 SH | |
| BOOKING HOLDINGS INC | COM | $89.5M | 1.6% | 19,432 SH | |
| BROADCOM INC | COM | $82.9M | 1.4% | 495,402 SH | |
| CADENCE DESIGN SYSTEM INC | COM | $71.0M | 1.2% | 279,198 SH | |
| DEXCOM INC | COM | $27.8M | 0.5% | 407,663 SH | |
| DYNATRACE INC | COM NEW | $121.7M | 2.1% | 2,580,075 SH | |
| ELI LILLY & CO | COM | $6.5M | 0.1% | 7,903 SH | |
| FISERV INC | COM | $217.3M | 3.8% | 984,230 SH | |
| FORTINET INC | COM | $235.9M | 4.1% | 2,450,338 SH | |
| GALLAGHER ARTHUR J & CO | COM | $136.6M | 2.4% | 395,566 SH | |
| GE AEROSPACE | COM NEW | $122.8M | 2.1% | 613,698 SH | |
| GE VERNOVA INC | COM | $45.6M | 0.8% | 149,340 SH | |
| HDFC BANK LTD | SPONSORED ADS | $4.5M | 0.1% | 67,995 SH | |
| HOWMET AEROSPACE INC | COM | $115.7M | 2.0% | 892,102 SH | |
| ICICI BANK LIMITED | ADR | $6.2M | 0.1% | 197,995 SH | |
| INTUIT | COM | $293.8M | 5.1% | 478,434 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $301K | 0.0% | 833 SH | |
| LAMAR ADVERTISING CO NEW | CL A | $1.6M | 0.0% | 14,415 SH | |
| MASTERCARD INCORPORATED | CL A | $112.0M | 2.0% | 204,271 SH | |
| MERCADOLIBRE INC | COM | $4.7M | 0.1% | 2,429 SH | |
| META PLATFORMS INC | CL A | $462.9M | 8.1% | 803,192 SH | |
| MICROSOFT CORP | COM | $551.0M | 9.6% | 1,467,910 SH | |
| NETFLIX INC | COM | $30.1M | 0.5% | 32,244 SH | |
| NOVO-NORDISK A S | ADR | $142.8M | 2.5% | 2,056,587 SH | |
| NVIDIA CORPORATION | COM | $699.7M | 12.2% | 6,456,411 SH | |
| ORACLE CORP | COM | $7.8M | 0.1% | 55,462 SH | |
| STRYKER CORPORATION | COM | $1.4M | 0.0% | 3,757 SH | |
| SYNOPSYS INC | COM | $51.6M | 0.9% | 120,239 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $7.1M | 0.1% | 42,598 SH | |
| UBER TECHNOLOGIES INC | COM | $183.0M | 3.2% | 2,512,146 SH | |
| VISA INC | COM CL A | $182.3M | 3.2% | 520,116 SH |
| 13F-HR |
| 0001172661-26-003020 |
| $5.84B |
| View |
| Jul 24, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002718 | $6.77B | View |
| Apr 29, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001568 | $5.66B | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001730 | $5.72B | View |