| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DELL TECHNOLOGIES INC | 18,140 | 998,000 | 0.77% | ||
| 2 | EBAY INC | 55,000 | 1,649,000 | 1.27% | ||
| 3 | ORACLE CORP | 109,500 | 4,220,000 | 3.25% | ||
| 4 | CISCO SYS INC | 169,769 | 5,145,000 | 3.96% | ||
| 5 | INTEL CORP | 150,000 | 5,460,000 | 4.21% | ||
| 6 | SALESFORCE COM INC | 80,000 | 5,498,000 | 4.24% | ||
| 7 | INTUIT | 48,350 | 5,506,000 | 4.24% | ||
| 8 | AMDOCS LTD | 100,000 | 5,830,000 | 4.49% | ||
| 9 | RED HAT INC | 90,000 | 6,226,000 | 4.80% | ||
| 10 | PAYPAL HLDGS INC | 165,000 | 6,547,000 | 5.04% | ||
| 11 | ALPHABET INC | 9,526 | 7,393,000 | 5.70% | ||
| 12 | CITRIX SYS INC | 85,000 | 7,613,000 | 5.87% | ||
| 13 | ADOBE INC | 75,750 | 7,781,000 | 5.99% | ||
| 14 | FACEBOOK INC | 71,000 | 8,205,000 | 6.32% | ||
| 15 | AMAZON COM INC | 11,500 | 8,725,000 | 6.72% | ||
| 16 | ALPHABET INC | 12,500 | 9,951,000 | 7.67% | ||
| 17 | MICROSOFT CORP | 239,923 | 14,945,000 | 11.51% | ||
| 18 | APPLE INC | 155,740 | 18,103,000 | 13.95% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001104659-18-050424, filed 2018.08.08).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
