- Subscribe
- Premium
- C-Suite
- Insiders
- M&A
- Gurus
- Spinoffs
- Buybacks
- More
| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| AMAT | Applied Materials, Inc. | 1.3% | 78,800 | $56,972,400 | No Change | $723 | 13F | |
| ANET | Arista Networks Inc | 0.99% | 253,900 | $43,132,532 | No Change | $169.88 | 13F | |
| ASML | ASML Holding N.V. | 0.6% | 13,222 | $26,304,376 | No Change | $1989.44 | 13F | |
| CDNS | Cadence Design Systems, Inc. | 0.56% | 65,000 | $24,395,800 | No Change | $375.32 | 13F | |
| NXPI | NXP Semiconductors N.V. | 0.47% | 73,100 | $20,543,293 | No Change | $281.03 | 13F | |
| MDB | MongoDB, Inc. | 0.25% | 33,200 | $11,151,880 | No Change | $335.9 | 13F | |
| DKNG | DraftKings Inc. | 0.07% | 116,540 | $2,943,800 | No Change | $25.26 | 13F | |
| WM | Waste Management, Inc. | 0.06% | 11,155 | $2,486,226 | No Change | $222.88 | 13F | |
| DSI | iShares MSCI KLD 400 Social | 0.02% | 6,075 | $865,019 | No Change | $142.39 | 13F | |
| ABBV | AbbVie Inc. | 0.01% | 1,923 | $483,904 | No Change | $251.64 | 13F | |
| LGIH | LGI HOMES, INC. | 0.00894% | 6,150 | $391,632 | No Change | $63.68 | 13F | |
| DIA | Spdr Dow Jones Indl Average Ut | 0.00776% | 650 | $339,554 | No Change | $522.39 | 13F | |
| DHI | D. R. Horton, Inc. | 0.00582% | 1,565 | $254,907 | No Change | $162.88 | 13F |