| Company | Ticker | CUSIP | Shares | Market Value ($) | Weight (%) | Actions |
|---|---|---|---|---|---|---|
| ASML HOLDING N V | ASML | N07059210 | 80,000 | $47,092,800.00 | 0.00% | |
| UNITEDHEALTH GROUP INC | UNH | 91324P102 | 200,000 | $100,838,000.00 | 0.00% | |
| UBER TECHNOLOGIES INC | UBER | 90353T100 | 6,000,000 | $333,427,008.00 | 0.00% | |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | 874039100 | 500,000 | $86,900,000.00 | 0.00% | |
| SOUTHWESTERN ENERGY CO | SWN | 845467109 | 4,800,000 | $30,960,000.00 | 0.00% | |
| QUALCOMM INC | QCOM | 747525103 | 1,000,000 | $144,378,000.00 | 0.00% | |
| PDD HOLDINGS INC | PDD | 722304102 | 775,000 | $137,298,000.00 | 0.00% | |
| NVIDIA CORPORATION | NVDA | 67066G104 | 790,000 | $445,864,992.00 | 0.00% | |
| MICRON TECHNOLOGY INC | MU | 595112103 | 1,215,000 | $95,242,000.00 | 0.00% | |
| MICROSOFT CORP | MSFT | 594918104 | 1,700,000 | $516,251,008.00 | 0.00% | |
| MACYS INC | M | 55616P104 | 4,450,000 | $58,050,000.00 | 0.00% | |
| MPLX LP | MPLX | 55336V100 | 660,000 | $6,485,300.00 | 0.00% | |
| LAM RESEARCH CORP | LRCX | 512807108 | 118,000 | $75,212,400.00 | 0.00% | |
| KE HLDGS INC | BEKE | 482497104 | 1,705,000 | $37,248,000.00 | 0.00% | |
| INTEL CORP | INTC | 458140100 | 4,600,000 | $222,188,000.00 | 0.00% | |
| FEDEX CORP | FDX | 31428X106 | 650,000 | $172,198,000.00 | 0.00% | |
| META PLATFORMS INC | META | 30303M102 | 1,850,000 | $585,409,024.00 | 0.00% | |
| ENERGY TRANSFER L P | ET | 29273V100 | 9,781,880 | $137,240,000.00 | 0.00% | |
| EQT CORP | EQT | 26884L109 | 2,060,000 | $83,594,800.00 | 0.00% | |
| CHESAPEAKE ENERGY CORP | CHK | 165167735 | 203,000 | $17,504,700.00 | 0.00% |
Showing positions # 1 to
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