Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| VISA INC(V) | 2,400,000 | 2,400,000 | 0 | 758,496 | 841,104 | 10.52% | +82,608 |
| BERKSHIRE HATHAWAY INC DEL | 700 | 700 | 0 | 476,644 | 558,909 | 6.99% | +82,265 |
| ABBOTT LABS | 3,125,000 | 3,125,000 | 0 | 353,469 | 414,531 | 5.18% | +61,063 |
| LINDE PLC(LIN) | 1,120,000 | 1,120,000 | 0 | 468,910 | 521,517 | 6.52% | +52,606 |
| DOORDASH INC(DASH) | 3,000,000 | 3,000,000 | 0 | 503,250 | 548,310 | 6.85% | +45,060 |
| JOHNSON & JOHNSON(JNJ) | 1,600,000 | 1,600,000 | 0 | 231,392 | 265,344 | 3.32% | +33,952 |
| CISCO SYS INC(CSCO) | 6,000,000 | 6,000,000 | 0 | 355,200 | 370,260 | 4.63% | +15,060 |
| MASTERCARD INCORPORATED(MA) | 555,000 | 555,000 | 0 | 292,246 | 304,207 | 3.80% | +11,960 |
| PEPSICO INC(PEP) | 2,000,000 | 2,000,000 | 0 | 304,120 | 299,880 | 3.75% | -4,240 |
| EDWARDS LIFESCIENCES CORP | 4,800,000 | 4,800,000 | 0 | 355,344 | 347,904 | 4.35% | -7,440 |
| SAMSARA INC(IOT) | 425,877 | 0 | -425,877 | 18,607 | 0 | — | -18,607 |
| NEUMORA THERAPEUTICS INC.(NMRA) | 3,309,123 | 3,309,123 | 0 | 35,077 | 3,309 | 0.04% | -31,768 |
| NIKE INC(NKE) | 3,000,000 | 3,000,000 | 0 | 227,010 | 190,440 | 2.38% | -36,570 |
| ADOBE INC(ADBE) | 720,000 | 728,038 | +8,038 | 320,170 | 279,224 | 3.49% | -40,945 |
| ACCENTURE PLC IRELAND SHS CLASS A | 1,100,000 | 1,100,000 | 0 | 386,969 | 343,244 | 4.29% | -43,725 |
| ALPHABET INC(GOOG) | 1,800,000 | 1,800,000 | 0 | 342,792 | 281,214 | 3.52% | -61,578 |
| ALPHABET INC(GOOG) | 1,800,000 | 1,800,000 | 0 | 340,740 | 278,352 | 3.48% | -62,388 |
| MICROSOFT CORP(MSFT) | 1,500,000 | 1,500,000 | 0 | 632,250 | 563,085 | 7.04% | -69,165 |
| APPLE INC(AAPL) | 2,800,000 | 2,800,000 | 0 | 701,176 | 621,964 | 7.78% | -79,212 |
| AMAZON COM INC(AMZN) | 3,300,000 | 3,300,000 | 0 | 723,987 | 627,858 | 7.85% | -96,129 |
| SERVICENOW INC(NOW) | 425,000 | 425,000 | 0 | 450,551 | 338,360 | 4.23% | -112,191 |