Holdings
Focused Global Growth Fund
As of May 31, 2026, Focused Global Growth Fund reported 40 positions worth US$561M. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 185K | US$39.1M | −10,000 | May 31, 2026 |
| Alphabet Inc (google) Class C | 102K | US$38.6M | −22,230 | May 31, 2026 |
| Amazon.com, Inc. | 105K | US$28.5M | +58,970 | May 31, 2026 |
| Broadcom Inc. | 53,470 | US$23.9M | +1,610 | May 31, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 332K | US$21.9M | −79,863 | May 31, 2026 |
| Advanced Micro Devices Inc | 39,470 | US$20.4M | new | May 31, 2026 |
| Palo Alto Networks, Inc. | 69,250 | US$19.5M | +39,650 | May 31, 2026 |
| Fanuc Corporation | 321K | US$15.8M | −32,800 | May 31, 2026 |
| Eli Lilly And Company | 14,150 | US$15.6M | −4,590 | May 31, 2026 |
| Asml Holding Nv | 11,404 | US$15.3M | +37 | May 31, 2026 |