Fund HoldingsWAFRA INC.

Total Portfolio Value
$237.81M
Total Bought
$66.43M
Total Sold
$1.60B
Net Transaction
-$1.53B
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
PINTEREST INC(PINS)35,8880-35,8881,2440-1,244
VISA INC(V)6,6360-6,6361,8520-1,852
HALOZYME THERAPEUTICS INC(HALO)53,8770-53,8772,1920-2,192
SNOWFLAKE INC(SNOW)15,2230-15,2232,4600-2,460
TAIWAN SEMICONDUCTOR MFG LTD(TSM)27,8020-27,8023,7820-3,782
LAUDER ESTEE COS INC(EL)30,9250-30,9254,7670-4,767
DEERE & CO(DE)12,0610-12,0614,9540-4,954
PIONEER NAT RES CO19,8360-19,8365,2070-5,207
MID-AMER APT CMNTYS INC(MAA)42,0700-42,0705,5360-5,536
CLAROS MTG TR INC3,250,0003,250,000031,72026,06510.96%-5,655
DISNEY WALT CO(DIS)50,4970-50,4976,1790-6,179
MATTERPORT INC3,027,6440-3,027,6446,9330-6,933
BERKSHIRE HATHAWAY INC DEL110-116,9790-6,979
METTLER TOLEDO INTERNATIONAL(MTD)5,8070-5,8077,7310-7,731
MERCK & CO INC(MRK)61,8290-61,8298,1580-8,158
UNION PAC CORP(UNP)34,9380-34,9388,5920-8,592
CONSTELLATION ENERGY CORP(CEG)53,6960-53,6969,9260-9,926
ADVANCED MICRO DEVICES INC(AMD)56,8410-56,84110,2590-10,259
AMGEN INC(AMGN)37,4720-37,47210,6540-10,654
FREEPORT-MCMORAN INC(FCX)231,2270-231,22710,8720-10,872
HOME DEPOT INC(HD)28,6340-28,63410,9840-10,984
EATON CORP PLC(ETN)36,3050-36,30511,3520-11,352
TE CONNECTIVITY LTD(TEL)78,9730-78,97311,4700-11,470
UNITEDHEALTH GROUP INC(UNH)24,5350-24,53512,1370-12,137
RAYMOND JAMES FINL INC(RJF)111,4300-111,43014,3100-14,310
VEEVA SYS INC(VEEV)62,2940-62,29414,4330-14,433
EXXON MOBIL CORP125,7510-125,75114,6170-14,617
CATERPILLAR INC(CAT)41,8810-41,88115,3460-15,346
MCDONALDS CORP(MCD)56,6170-56,61715,9630-15,963
BANK AMERICA CORP423,8470-423,84716,0720-16,072
MONGODB INC(MDB)47,8500-47,85017,1610-17,161
REPLIGEN CORP(RGEN)96,8620-96,86217,8150-17,815
BJS WHSL CLUB HLDGS INC(BJ)246,8760-246,87618,6760-18,676
CARLYLE GROUP INC(CG)431,7800-431,78020,2550-20,255
ADOBE INC(ADBE)40,2530-40,25320,3120-20,312
NETFLIX INC(NFLX)35,6890-35,68921,6750-21,675
MICRON TECHNOLOGY INC(MU)196,3490-196,34923,1480-23,148
MARSH & MCLENNAN COS INC(MRSH)115,7220-115,72223,8360-23,836
ORACLE CORP(ORCL)190,9890-190,98923,9900-23,990
MOSAIC CO NEW(MOS)748,9110-748,91124,3100-24,310
LINDE PLC(LIN)52,9400-52,94024,5810-24,581
JPMORGAN CHASE & CO(JPM)124,9240-124,92425,0220-25,022
REGAL REXNORD CORPORATION(RRX)142,6180-142,61825,6860-25,686
DANAHER CORPORATION(DHR)102,9410-102,94125,7060-25,706
SCHWAB CHARLES CORP(SCHW)358,4830-358,48325,9330-25,933
S&P GLOBAL INC(SPGI)61,7830-61,78326,2860-26,286
PARKER-HANNIFIN CORP(PH)47,9010-47,90126,6230-26,623
MONDELEZ INTL INC(MDLZ)396,1340-396,13427,7290-27,729
EOG RES INC(EOG)218,1750-218,17527,8910-27,891
SERVICENOW INC(NOW)37,3570-37,35728,4810-28,481
OREILLY AUTOMOTIVE INC(ORLY)26,2870-26,28729,6750-29,675
ROCKWELL AUTOMATION INC(ROK)108,5230-108,52331,6160-31,616
SYSCO CORP(SYY)410,4740-410,47433,3220-33,322
WALMART INC(WMT)589,6260-589,62635,4780-35,478
SCHLUMBERGER LTD(SLB)692,0330-692,03337,9300-37,930
BROADCOM INC(AVGO)30,0760-30,07639,8630-39,863
MASTERCARD INCORPORATED(MA)89,4210-89,42143,0620-43,062
ELI LILLY & CO(LLY)64,3130-64,31350,0330-50,033
META PLATFORMS INC(META)131,5850-131,58563,8950-63,895
DIGITALBRIDGE GROUP INC(DBRG)14,435,39915,455,808+1,020,409278,170211,74589.04%-66,426
ALPHABET INC(GOOG)524,8180-524,81879,2110-79,211
APPLE INC(AAPL)490,4370-490,43784,1000-84,100
NVIDIA CORPORATION(NVDA)111,8820-111,882101,0920-101,092
AMAZON COM INC(AMZN)570,9400-570,940102,9860-102,986
MICROSOFT CORP(MSFT)318,8490-318,849134,1460-134,146
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