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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| KO | COCA COLA CO | 0.4% | 1,844,913 | $149,936,080 | 1,844,913 | New | $81.27 | 13F |
| WMB | WILLIAMS COS INC | 0.23% | 1,172,235 | $87,143,950 | 1,172,235 | New | $74.34 | 13F |
| SNOW | SNOWFLAKE INC | 0.14% | 199,036 | $50,654,662 | 199,036 | New | $254.5 | 13F |
| FIX | COMFORT SYS USA INC | 0.06% | 11,091 | $21,981,807 | 11,091 | New | $1981.95 | 13F |
| FDXF | FEDEX FGHT HLDG CO INC | 0.06% | 155,321 | $23,453,471 | 155,321 | New | $151 | 13F |
| ALAB | ASTERA LABS INC | 0.05% | 37,690 | $18,205,024 | 37,690 | New | $483.02 | 13F |
| LITE | LUMENTUM HLDGS INC | 0.05% | 21,431 | $18,389,083 | 21,431 | New | $858.06 | 13F |
| RVMD | REVOLUTION MEDICINES INC | 0.05% | 99,988 | $18,725,753 | 99,988 | New | $187.28 | 13F |
| TWST | TWIST BIOSCIENCE CORP | 0.03% | 120,001 | $12,345,703 | 120,001 | New | $102.88 | 13F |
| ROIV | ROIVANT SCIENCES LTD | 0.03% | 367,212 | $12,995,633 | 367,212 | New | $35.39 | 13F |
| ING | ING GROEP N.V. | 0.00083% | 9,945 | $312,074 | 9,945 | New | $31.38 | 13F |