Fund HoldingsOFI INVEST ASSET MANAGEMENT

Total Portfolio Value
$3.69B
Total Bought
$861.30M
Total Sold
$288.73M
Net Transaction
+$572.56M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)321,188242,295-78,893144,355202,7115.50%+58,356
MICROSOFT CORP(MSFT)661,641727,316+65,675225,844283,8557.70%+58,011
META PLATFORMS INC(META)0229,391+229,3910103,1372.80%+103,137
PROLOGIS INC.(PLD)0316,935+316,935038,2141.04%+38,214
MICRON TECHNOLOGY INC(MU)0331,256+331,256036,1590.98%+36,159
ALPHABET INC(GOOG)01,186,114+1,186,1140165,7594.50%+165,759
XYLEM INC(XYL)0212,731+212,731025,7550.70%+25,755
AMAZON COM INC(AMZN)718,179736,623+18,44498,783123,0303.34%+24,247
ULTA BEAUTY INC(ULTA)048,453+48,453023,4580.64%+23,458
ORACLE CORP(ORCL)502,583601,854+99,27147,96870,2021.90%+22,234
ELI LILLY & CO(LLY)089,634+89,634064,5661.75%+64,566
CARRIER GLOBAL CORPORATION(CARR)0346,436+346,436018,6470.51%+18,647
JPMORGAN CHASE & CO(JPM)444,652461,617+16,96568,47085,6132.32%+17,143
MERCK & CO INC(MRK)659,262669,159+9,89765,06481,7552.22%+16,691
COREBRIDGE FINL INC(CRBD)0589,003+589,003015,6690.43%+15,669
QUALCOMM INC(QCOM)264,394316,356+51,96234,61749,5921.35%+14,975
SENTINELONE INC(S)0688,099+688,099014,8510.40%+14,851
PROCTER AND GAMBLE CO(PG)0328,612+328,612049,3681.34%+49,368
CONSTELLATION BRANDS INC(STZ)0146,891+146,891036,9621.00%+36,962
PEPSICO INC(PEP)330,342388,357+58,01550,79062,9321.71%+12,142
LIVE NATION ENTERTAINMENT IN(LYV)04,804,800+4,804,800011,1400.30%+11,140
BROADCOM INC(AVGO)42,37143,638+1,26742,81653,5541.45%+10,738
SALESFORCE INC(CRM)250,198251,804+1,60659,60070,2211.90%+10,621
ORMAT TECHNOLOGIES INC(ORA)2,7006,906,900+6,904,2002,81412,9230.35%+10,109
PALO ALTO NETWORKS INC(PANW)1,37037,202+35,8323669,7870.27%+9,422
MASTERCARD INCORPORATED(MA)0117,041+117,041052,1881.42%+52,188
AXON ENTERPRISE INC(AXON)5,6005,605,600+5,600,0007,08815,7130.43%+8,624
TARGA RES CORP(TRGP)0305,797+305,797031,7090.86%+31,709
CATERPILLAR INC(CAT)234,299208,919-25,38062,71270,8841.92%+8,171
OWENS CORNING NEW(OC)048,183+48,18307,7400.21%+7,740
AKAMAI TECHNOLOGIES INC(AKAM)8,2008,208,200+8,200,0009,20016,6750.45%+7,476
DEXCOM INC(DXCM)6,7006,706,700+6,700,0007,00914,1980.39%+7,190
NUVASIVE INC(GMED)07,907,900+7,907,900014,5520.39%+14,552
ARRAY TECHNOLOGIES INC(ARRY)2,4005,305,300+5,302,9002,3669,4900.26%+7,125
ENPHASE ENERGY INC(ENPH)9,1009,109,100+9,100,0008,14915,1100.41%+6,960
GOLDMAN SACHS GROUP INC(GS)126,898132,019+5,12144,31651,0581.38%+6,743
MARTIN MARIETTA MATLS INC(MLM)50,10751,356+1,24922,63129,1940.79%+6,563
BOOKING HOLDINGS INC(BKNG)6,0004,804,800+4,798,80011,34217,8910.49%+6,549
SCHLUMBERGER LTD(SLB)1,083,8531,134,382+50,52951,06057,5701.56%+6,510
COSTCO WHSL CORP NEW(COST)059,194+59,194040,1551.09%+40,155
DROPBOX INC(DBX)7,2007,207,200+7,200,0007,25212,9530.35%+5,701
EXACT SCIENCES CORP6,8006,806,800+6,800,0006,40212,0520.33%+5,650
SAREPTA THERAPEUTICS INC(SRPT)04,004,000+4,004,00008,9930.24%+8,993
BENTLEY SYS INC(BSY)8,0007,007,000+6,999,0007,95713,5510.37%+5,594
INTEGRA LIFESCIENCES HLDGS C(IART)7,2006,606,600+6,599,4006,79312,1830.33%+5,390
BLACKROCK INC(BLK)80,14883,279+3,13158,90064,2871.74%+5,387
LCI INDS(LCII)5,8005,805,800+5,800,0005,70111,0310.30%+5,330
AIRBNB INC(ABNB)7,6006,806,800+6,799,2006,84512,1720.33%+5,327
OTIS WORLDWIDE CORP(OTIS)351,844367,215+15,37128,49733,7530.92%+5,256
YUM BRANDS INC(YUM)0338,545+338,545043,4621.18%+43,462
ARISTA NETWORKS INC83,48585,592+2,10717,79922,9810.62%+5,183
HALOZYME THERAPEUTICS INC(HALO)04,904,900+4,904,90009,2010.25%+9,201
CONMED CORP(CNMD)1,2003,503,500+3,502,3001,2026,2140.17%+5,013
STEEL DYNAMICS INC(STLD)32,05061,624+29,5743,7858,7970.24%+5,012
FREEPORT-MCMORAN INC(FCX)803,812824,574+20,76230,97735,9000.97%+4,923
CHEGG INC05,505,500+5,505,50009,9280.27%+9,928
REXFORD INDL RLTY INC(REXR)258,222384,641+126,41913,11417,9140.49%+4,800
HALLIBURTON CO(HAL)982,6751,010,476+27,80132,15836,8821.00%+4,724
WASTE MGMT INC DEL(WM)29,04147,917+18,8765,0919,7760.27%+4,685
RAPID7 INC5,2005,205,200+5,200,0005,80710,4880.28%+4,681
THERMO FISHER SCIENTIFIC INC(TMO)066,577+66,577035,8290.97%+35,829
GALLAGHER ARTHUR J & CO(AJG)0138,292+138,292032,0170.87%+32,017
VISA INC(V)135,573140,470+4,89731,95336,2980.98%+4,346
ADVANCED MICRO DEVICES INC(AMD)294,176260,782-33,39439,25643,5821.18%+4,326
MARRIOTT VACATIONS WORLDWIDE(VAC)04,504,500+4,504,50008,2570.22%+8,257
NETFLIX INC(NFLX)031,770+31,770017,8660.48%+17,866
ETSY INC(ETSY)5,8005,805,800+5,800,0004,6508,8360.24%+4,186
LIBERTY MEDIA CORP DEL(FWONA)4,4004,404,400+4,400,0004,5208,6220.23%+4,102
HCA HEALTHCARE INC(HCA)56,73458,159+1,42513,90217,9610.49%+4,059
EXPEDIA GROUP INC(EXPE)4,6004,604,600+4,600,0004,3738,1840.22%+3,810
INTERNATIONAL PAPER CO(IP)96,887191,973+95,0863,5027,2140.20%+3,712
FIRST SOLAR INC(FSLR)24,78947,680+22,8914,2137,7170.21%+3,504
ENVESTNET INC03,703,700+3,703,70006,9390.19%+6,939
TANDEM DIABETES CARE INC3,7003,703,700+3,700,0003,5216,9700.19%+3,449
AMERICAN EXPRESS CO(AXP)57,51862,464+4,9469,75513,1690.36%+3,414
NEXTERA ENERGY INC(NEE)455,552480,972+25,42025,04928,4620.77%+3,413
TELADOC HEALTH INC(TDOC)04,104,100+4,104,10006,6780.18%+6,678
FORD MTR CO DEL(F)03,303,300+3,303,30006,5640.18%+6,564
WALMART INC(WMT)0324,811+324,811018,0960.49%+18,096
ANALOG DEVICES INC(ADI)118,425133,502+15,07721,48224,6160.67%+3,134
PALO ALTO NETWORKS INC(PANW)1,2001,201,200+1,200,0003,5606,5980.18%+3,039
RH01,601,600+1,601,60005,2390.14%+5,239
INTERNATIONAL BUSINESS MACHS(IBM)13,46827,960+14,4922,1985,1400.14%+2,942
SPLUNK INC04,004,000+4,004,00007,7100.21%+7,710
AUTODESK INC018,325+18,32504,5950.12%+4,595
HEWLETT PACKARD ENTERPRISE C(HPE)98,089243,726+145,6371,6634,1610.11%+2,498
TEXAS INSTRS INC(TXN)027,067+27,06704,5390.12%+4,539
LUMENTUM HLDGS INC(LITE)4,5003,803,800+3,799,3004,0136,4490.17%+2,436
EXELON CORP(EXC)988,332991,561+3,22932,12034,4930.94%+2,374
LIVE NATION ENTERTAINMENT IN(LYV)02,202,200+2,202,20004,7060.13%+4,706
CLOUDFLARE INC(NET)2,4002,402,400+2,400,0002,1734,3320.12%+2,158
BOOKING HOLDINGS INC(BKNG)4,7545,179+42515,26617,3970.47%+2,131
ALPHABET INC(GOOG)80,55887,512+6,95410,27712,3380.33%+2,060
STARBUCKS CORP(SBUX)0100,964+100,96408,5440.23%+8,544
CHEGG INC02,402,400+2,402,40003,8520.10%+3,852
BLOCK INC(XYZ)4,2003,203,200+3,199,0003,6925,5150.15%+1,824
ABBOTT LABS212,263217,232+4,96921,15022,8620.62%+1,711
INTEL CORP(INTC)54,171103,896+49,7252,7154,4170.12%+1,702
COCA COLA CO(KO)0221,291+221,291012,5360.34%+12,536
INTERNATIONAL FLAVORS&FRAGRA(IFF)195,841200,865+5,02414,35515,9930.43%+1,638
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