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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| APH | AMPHENOL CORP NEW | 2.03% | 2,025,300 | $136,444,461 | 2,025,300 | New | $67.37 | 13F |
| CRM | SALESFORCE INC | 1.39% | 363,590 | $93,478,989 | 363,590 | New | $257.1 | 13F |
| AAPL | APPLE INC | 0.85% | 271,370 | $57,155,950 | 271,370 | New | $210.62 | 13F |
| IOT | SAMSARA INC | 0.41% | 815,660 | $27,487,743 | 815,660 | New | $33.7 | 13F |
| RBRK | RUBRIK INC. | 0.08% | 175,000 | $5,365,500 | 175,000 | New | $30.66 | 13F |
| WBTN | WEBTOON ENTMT INC | 0.04% | 120,000 | $2,739,600 | 120,000 | New | $22.83 | 13F |