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#TickerCompanySharesShare of this fund's holdingsvs last quarter
1NVDANVIDIA Corp.2.6M3.2%+5%
2AAPLApple Inc.1.6M2.9%−1%
3GOOGLAlphabet Inc.1.0M2.2%−3%
4MSFTMicrosoft Corp.815K1.9%+28%
5AVGOBroadcom Inc738K1.7%−3%
6VVisa Inc664K1.4%+18%
7GEVGE Vernova Inc.193K1.4%−3%
8APHAmphenol Corporation1.2M1.3%+26%
Ranked by value in the report. Share of this fund's holdings means the position's value as a share of the fund's reported total. It is not a share of any company; that is what a stake percent means.