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30%held throughout
1–25 of 37, sorted by portfolio weight, high to low
| BABAALIBABA GROUP HOLDING-SP ADRConsumer Discretionary | 12.6%-0.8% | Increased49.0% | 3,375,000 | $215.70 | $728.0M |
| AMZNAMAZON.COM INCConsumer DiscretionarySupply chain (as of Q2 2026) | 10.8%-4.1% | Reduced10.0% | 225,000 | $2758.82 | $620.7M |
| TMUST-MOBILE US INCCommunication Services | 10.7%+8.7% | Increased666.2% | 5,900,000 | $104.15 | $614.5M |
| METAMETA PLATFORMS INC-CLASS ACommunication Services | 8.8%-3.5% | Reduced7.5% | 2,233,000 | $227.07 | $507.0M |
| MUMICRON TECHNOLOGY INCInformation Technology | 8.4%-3.0% | Increased5.5% | 9,350,000 | $51.52 | $481.7M |
| GOOGALPHABET INC-CL CCommunication Services | 8.2%-4.6% | Reduced7.5% | 334,000 | $1413.61 | $472.1M |
| TNEWAT&T INCCommunication Services | 4.8%+4.8% | New | 9,077,200 | $30.23 | $274.4M |
| TWTRUSDTWITTER INCUnclassified | 2.9%-1.3% | Increased0.4% | 5,550,000 | $29.79 | $165.3M |
| VNEWVISA INC-CLASS A SHARESFinancials | 2.8%+2.8% | New | 840,000 | $193.17 | $162.3M |
| MANEWMASTERCARD INC - AFinancials | 2.8%+2.8% | New | 545,000 | $295.70 | $161.2M |
| PYPLNEWPAYPAL HOLDINGS INCFinancials | 2.6%+2.6% | New | 870,000 | $174.23 | $151.6M |
| DISNEWWALT DISNEY CO/THECommunication Services | 2.3%+2.3% | New | 1,200,000 | $111.51 | $133.8M |
| ETENERGY TRANSFER LPEnergy | 1.9%-0.4% | Reduced7.2% | 15,120,103 | $7.12 | $107.7M |
| NFLXNETFLIX INCCommunication Services | 1.8%-1.1% | Reduced9.8% | 230,000 | $455.04 | $104.7M |
| SYYNEWSYSCO CORPConsumer Staples | 1.8%+1.8% | New | 1,875,000 | $54.66 | $102.5M |
| HCAHCA HEALTHCARE INCHealth Care | 1.8%+1.0% | Increased268.4% | 1,050,000 | $97.06 | $101.9M |
| CRMSALESFORCE INCInformation Technology | 1.6%-0.4% | Increased7.4% | 500,000 | $187.33 | $93.7M |
| ADBEADOBE INCInformation Technology | 1.6%-0.6% | Reduced7.4% | 206,500 | $435.31 | $89.9M |
| EMRNEWEMERSON ELECTRIC COIndustrials | 1.5%+1.5% | New | 1,400,000 | $62.03 | $86.8M |
| PCGP G & E CORPUtilities | 1.4%-1.7% | Reduced21.1% | 8,943,659 | $8.87 | $79.3M |
| AVGOBROADCOM INCInformation Technology | 1.1%-0.6% | Reduced14.2% | 200,000 | $315.61 | $63.1M |
| MONEWALTRIA GROUP INCConsumer Staples | 1.1%+1.1% | New | 1,550,000 | $39.25 | $60.8M |
| MSFTMICROSOFT CORPInformation Technology | 1.0%+0.5% | Increased208.3% | 277,500 | $203.51 | $56.5M |
| WFCWELLS FARGO & COFinancials | 0.8%+0.2% | Increased171.4% | 1,900,000 | $25.60 | $48.6M |
| QCOMQUALCOMM INCInformation Technology | 0.8%-0.3% | Reduced7.5% | 515,500 | $91.21 | $47.0M |