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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 10.8% | 9,283,547 | $3,137,374,709 | 654,023 | 7.58% | $337.95 | 13F |
| LRCX | LAM RESEARCH CORP | 7.39% | 10,043,505 | $2,145,895,279 | 237,940 | 2.43% | $213.66 | 13F |
| ETN | EATON CORP PLC | 5.85% | 4,748,498 | $1,698,395,280 | 27,275 | 0.58% | $357.67 | 13F |
| ISRG | INTUITIVE SURGICAL INC | 1.36% | 855,225 | $394,250,172 | 47,991 | 5.95% | $460.99 | 13F |
| VRT | VERTIV HOLDINGS CO | 0.85% | 981,633 | $245,977,597 | 152,686 | 18.42% | $250.58 | 13F |
| CHRW | C H ROBINSON WORLDWIDE IN | 0.33% | 573,010 | $95,159,771 | 231,986 | 68.03% | $166.07 | 13F |
| GNRC | GENERAC HLDGS INC | 0.26% | 390,513 | $76,278,904 | 21,303 | 5.77% | $195.33 | 13F |
| QS | QUANTUMSCAPE CORP | 0.09% | 4,294,995 | $27,402,068 | 600,000 | 16.24% | $6.38 | 13F |