| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | 11.85% | 2,450,000 | $764,326,500 | 2,275,000 | 1300% | $311.97 | 13F |
| AMZN | AMAZON COM INC | 9.19% | 2,700,000 | $592,353,000 | 190,000 | 7.57% | $219.39 | 13F |
| NVDA | NVIDIA CORPORATION | 4.29% | 1,750,000 | $276,482,500 | 1,450,000 | 483.33% | $157.99 | 13F |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 3.6% | 1,025,000 | $232,152,250 | 755,000 | 279.63% | $226.49 | 13F |
| DB | DEUTSCHE BANK A G | 1.82% | 4,000,000 | $117,120,000 | 250,000 | 6.67% | $29.28 | 13F |
| MU | MICRON TECHNOLOGY INC | 1.58% | 825,000 | $101,681,250 | 425,000 | 106.25% | $123.25 | 13F |
| GLW | CORNING INC | 1.43% | 1,750,000 | $92,032,500 | 6,371 | 0.37% | $52.59 | 13F |
| LHX | L3HARRIS TECHNOLOGIES INC | 1.36% | 350,000 | $87,794,000 | 50,000 | 16.67% | $250.84 | 13F |
| XYZ | BLOCK INC | 0.68% | 641,800 | $43,597,474 | 566,800 | 755.73% | $67.93 | 13F |