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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| LIN | LINDE PLC | 6.82% | 352,942 | $174,974,526 | -48,552 | -12.09% | $495.76 | 13F |
| AMZN | AMAZON COM INC | 1.35% | 166,739 | $34,726,732 | -585,803 | -77.84% | $208.27 | 13F |
| NVDA | NVIDIA CORPORATION | 1.24% | 182,688 | $31,860,787 | -21,448 | -10.51% | $174.4 | 13F |
| MSFT | MICROSOFT CORP | 1.12% | 77,662 | $28,748,143 | -69,762 | -47.32% | $370.17 | 13F |
| CRM | SALESFORCE INC | 0.85% | 116,527 | $21,752,095 | -306,995 | -72.49% | $186.67 | 13F |