| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 14.98% | 3,009,598 | $1,497,004,141 | 106,777 | 3.68% | $497.41 | 13F |
| UNH | UNITEDHEALTH GROUP INC | 9.7% | 3,107,991 | $969,599,952 | 1,528,984 | 96.83% | $311.97 | 13F |
| BDX | BECTON DICKINSON & CO | 3.62% | 2,102,044 | $362,077,079 | 174,954 | 9.08% | $172.25 | 13F |
| YMM | FULL TRUCK ALLIANCE CO LTD | 0.01% | 111,136 | $1,312,516 | 12,130 | 12.25% | $11.81 | 13F |
| BEKE | KE HLDGS INC | 0.0086% | 48,473 | $859,911 | 20,382 | 72.56% | $17.74 | 13F |