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#TickerCompanySharesShare of this fund's holdingsvs last quarter
1MSFTMICROSOFT CORP3.7M8.0%+14%
2NVDANVIDIA CORPORATION6.8M7.9%+1%
3MUMICRON TECHNOLOGY INC878K5.8%−51%
4GOOGLALPHABET INC2.7M5.5%+6%
5AVGOBROADCOM INC2.2M4.7%+44%
6METAMETA PLATFORMS INC1.2M4.0%+1%
7AMATAPPLIED MATLS INC879K3.6%+3%
8LLYELI LILLY & CO518K3.6%−1%
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.