Sep. 13 at 9:50 PM
$IVES $IVES here is a breakdown of the Top 25 holdings by portfolio weighting as of September 11th
1 ORCL Oracle Corporation 6.05%
2 AVGO Broadcom Inc. 5.66%
3 GOOGL Alphabet Inc. 5.31%
4 NVDA NVIDIA Corporation 5.22%
5 TSM Taiwan Semiconductor Manufacturing Company Limited 5.09%
6 AAPL Apple Inc. 4.55%
7 META Meta Platforms, Inc. 4.44%
8 BABA Alibaba Group Holding Limited 4.43%
9 AMZN Amazon Inc. 4.37%
10 MSFT Microsoft Corporation 4.35%
11 AMD Advanced Micro Devices, Inc. 4.11%
12 MU Micron Technology, Inc. 4.09%
13 PLTR Palantir Technologies Inc. 4.09%
14 TSLA Tesla, Inc. 4.04%
15 IBM International Business Machines Corporation 3.12%
16 CRM Salesforce, Inc. 2.95%
17 NOW ServiceNow, Inc. 2.79%
18 MDB MongoDB, Inc. 2.77%
19 PANW Palo Alto Networks, Inc. 2.77%
20 SNOW Snowflake Inc. 2.49%
21 ADBE Adobe Inc. 2.47%
22 BIDU Baidu, Inc. 2.40%
23 CYBR CyberArk Software Ltd. 2.07%
24 ZS Zscaler, Inc. 1.88%
25 OKLO Oklo Inc. 1.85%