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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | 7.46% | 3,142,269 | $3,627,089,685 | 2,976,338 | 1793.72% | $1154.29 | 13F |
| AMZN | AMAZON COM INC | 5.8% | 11,834,799 | $2,820,705,995 | 3,904,033 | 49.23% | $238.34 | 13F |
| AVGO | BROADCOM INC | 4.54% | 5,846,831 | $2,208,640,410 | 342,979 | 6.23% | $377.75 | 13F |
| ETN | EATON CORP PLC | 4.35% | 4,968,415 | $2,117,140,999 | 219,917 | 4.63% | $426.12 | 13F |
| GOOGL | ALPHABET INC | 3.57% | 4,856,251 | $1,735,478,421 | 542,825 | 12.58% | $357.37 | 13F |
| EQIX | EQUINIX INC | 2.73% | 1,273,517 | $1,327,501,387 | 182,631 | 16.74% | $1042.39 | 13F |
| MSFT | MICROSOFT CORP | 2.25% | 2,936,409 | $1,095,339,285 | 456,392 | 18.4% | $373.02 | 13F |
| CVNA | CARVANA CO | 0.44% | 3,278,865 | $215,814,895 | 2,597,865 | 381.48% | $65.82 | 13F |
| TSLA | TESLA INC | 0.05% | 59,963 | $25,220,437 | 1,125 | 1.91% | $420.6 | 13F |