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| # | Ticker | Issuer | Value | Shares |
|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $1.4B | 7,091,256 |
| 2 | META | META PLATFORMS INC | $1.1B | 2,023,153 |
| 3 | INTC | INTEL CORP | $1.0B | 7,321,928 |
| 4 | UTHR | UNITED THERAPEUTICS CORP DEL | $926M | 1,708,739 |
| 5 | PLTR | PALANTIR TECHNOLOGIES INC | $883M | 7,568,370 |
| 6 | GOOGL | ALPHABET INC | $828M | 2,317,438 |
| 7 | EXEL | EXELIXIS INC | $731M | 13,427,993 |
| 8 | — | VERISIGN INC | $616M | 2,449,771 |
| 9 | KGC | KINROSS GOLD CORP | $585M | 24,747,213 |
| 10 | CRWD | CROWDSTRIKE HLDGS INC | $572M | 748,960 |
| 11 | STRL | STERLING INFRASTRUCTURE INC | $564M | 672,194 |
| 12 | GOOGL | ALPHABET INC | $557M | 1,575,815 |
| 13 | AMZN | AMAZON COM INC | $546M | 2,290,710 |
| 14 | AGX | ARGAN INC | $518M | 648,379 |
| 15 | NFLX | NETFLIX INC. | $485M | 6,787,884 |
| 16 | CVX | CHEVRON CORPORATION | $476M | 2,870,517 |
| 17 | TSLA | TESLA INC | $467M | 1,110,960 |
| 18 | AMD | ADVANCED MICRO DEVICES INC | $464M | 829,697 |
| 19 | AAPL | APPLE INC | $459M | 1,586,526 |
| 20 | CORT | CORCEPT THERAPEUTICS INC | $457M | 5,261,628 |
| 21 | ETSY | ETSY INC | $451M | 5,990,442 |
| 22 | — | SEAGATE TECHNOLOGY HLDNGS PL | $441M | 457,353 |
| 23 | — | FRANCO NEV CORP | $425M | 2,036,918 |
| 24 | — | TEXAS INSTRS INC | $418M | 1,402,100 |
| 25 | W | WAYFAIR INC | $417M | 4,514,426 |
Republished from SEC EDGAR 13F-HR filings (US-listed holdings only, filed within 45 days of quarter end). Top 300 positions by value shown.