| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 7.94% | 1,162,092 | $601,905,552 | 103,971 | 9.83% | $517.95 | 13F |
| AMZN | AMAZON COM INC | 6.28% | 2,167,474 | $475,912,266 | 702,611 | 47.96% | $219.57 | 13F |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 3.94% | 1,068,677 | $298,470,799 | 201,468 | 23.23% | $279.29 | 13F |
| ARM | ARM HOLDINGS PLC | 2.05% | 1,098,139 | $155,375,687 | 164,931 | 17.67% | $141.49 | 13F |