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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| ASML | ASML HLDG NV | 14.76% | 140,295 | $185,305,845 | -52,048 | -27.06% | $1320.83 | 13F |
| AER | AERCAP HOLDINGS NV | 12.27% | 1,123,489 | $154,120,221 | -91,570 | -7.54% | $137.18 | 13F |
| DHR | DANAHER CORP DEL | 8.76% | 580,240 | $110,013,504 | -247,280 | -29.88% | $189.6 | 13F |