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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 13.55% | 352,504 | $130,486,000 | No Change | $370.17 | 13F | |
| GOOG | ALPHABET INC | 10.53% | 353,459 | $101,393,000 | No Change | $286.86 | 13F | |
| AMZN | AMAZON.COM INC | 10.35% | 478,534 | $99,664,000 | No Change | $208.27 | 13F | |
| CHTR | CHARTER COMMUNICATIONS INC N | 3.45% | 153,725 | $33,186,000 | No Change | $215.88 | 13F |