Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ASML HOLDING N V N Y REGISTRY SHS | 0 | 68,435 | +68,435 | 0 | 45,347 | 29.63% | +45,347 |
| MICROSOFT CORP(MSFT) | 0 | 78,720 | +78,720 | 0 | 29,551 | 19.31% | +29,551 |
| VISTRA CORP(VST) | 0 | 208,747 | +208,747 | 0 | 24,515 | 16.02% | +24,515 |
| NVIDIA CORPORATION(NVDA) | 246,893 | 358,055 | +111,162 | 33,155 | 38,806 | 25.36% | +5,651 |
| TESLA INC(TSLA) | 105,460 | 57,180 | -48,280 | 42,589 | 14,819 | 9.68% | -27,770 |
| AMAZON COM INC(AMZN) | 192,611 | 0 | -192,611 | 42,257 | 0 | — | -42,257 |