Holdings
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| # | Company | % of Portfolio | Activity | Market Value | Shares | Change | Sector |
|---|---|---|---|---|---|---|---|
| 1 |  BLK BLACKROCK INC | 17.26% | $5.45B | 5,092,825 | - | Finance | |
| 2 |  V VISA INC | 7.21% | Increased | $2.28B | 6,491,881 | +314,755 | Financial Services |
| 3 |  NVDA NVIDIA CORPORATION | 5.17% | Increased | $1.63B | 8,751,912 | +2,192,965 | Electronic Technology |
| 4 |  MA MASTERCARD INCORPORATED | 5.01% | Increased | $1.58B | 2,769,218 | +8,667 | Financial Services |
| 5 |  GOOGL ALPHABET INC | 4.64% | Increased | $1.47B | 4,681,820 | +546,626 | Communication Services |
| 6 |  MSFT MICROSOFT CORP | 4.14% | Increased | $1.31B | 2,703,988 | +789,808 | Technology |
| 7 |  AMZN AMAZON COM INC | 3.88% | Increased | $1.23B | 5,313,275 | +431,794 | Consumer Cyclical |
| 8 |  IBN ICICI BANK LIMITED | 2.76% | Increased | $870M | 29,195,789 | +2,964,312 | Finance |
| 9 |  AVGO BROADCOM INC | 2.74% | Increased | $864M | 2,496,276 | +348,715 | Technology |
| 10 |  INTA INTAPP INC | 2.49% | $786M | 17,146,805 | - | Technology services |
Portfolio Changes
Buy Positions
New Buy
- TDGTRANSDIGM GROUP INC
Current 0.61%
+145,538Shares
- APPAPPLOVIN CORP
Current 0.30%
+140,727Shares
- GEVGE VERNOVA INC
Current 0.30%
+142,800Shares
- VRTVERTIV HOLDINGS CO
Current 0.24%
+471,079Shares
- UUNITY SOFTWARE INC
Current 0.19%
+1,329,700Shares
Additional Buy
- VVISA INC
+5.10%
+314,755Shares
- NVDANVIDIA CORPORATION
+33.43%
+2,192,965Shares
- MAMASTERCARD INCORPORATED
+0.31%
+8,667Shares
- GOOGLALPHABET INC
+13.22%
+546,626Shares
- MSFTMICROSOFT CORP
+41.26%
+789,808Shares
Sell Positions
Full Exit
- MNSTMONSTER BEVERAGE CORP NEW
Full Exit
0Shares
- ABBVABBVIE INC
Full Exit
0Shares
- ICEINTERCONTINENTAL EXCHANGE IN
Full Exit
0Shares
- TEAMATLASSIAN CORPORATION
Full Exit
0Shares
- RACEFERRARI N V
Full Exit
0Shares
Partial Exit
- TPGTPG INC
-0.13%
-11,053Shares
- DASHDOORDASH INC
-0.27%
-6,257Shares
- TMOTHERMO FISHER SCIENTIFIC INC
-19.52%
-216,172Shares
- ONCBEONE MEDICINES LTD
-9.08%
-91,877Shares
- YUMCYUM CHINA HLDGS INC
-12.88%
-599,500Shares