Holdings
Growth Portfolio
As of Jun 30, 2026, Growth Portfolio reported 72 positions worth US$1.67B. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 1.18M | US$236M | +13,858 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 526K | US$188M | +141K | Jun 30, 2026 |
| Apple Inc | 384K | US$111M | −132K | Jun 30, 2026 |
| Broadcom Inc. | 178K | US$67.4M | +45,136 | Jun 30, 2026 |
| Microsoft Corp. | 166K | US$61.8M | −193K | Jun 30, 2026 |
| Mastercard Incorporated | 96,916 | US$49.8M | +9,283 | Jun 30, 2026 |
| Ge Vernova Inc. | 42,077 | US$49.4M | +1,824 | Jun 30, 2026 |
| Amazon.com, Inc. | 165K | US$39.3M | −262K | Jun 30, 2026 |
| Seagate Technology Holdings Plc | 36,169 | US$34.9M | +8,159 | Jun 30, 2026 |
| Meta Platforms, Inc. | 61,688 | US$34.7M | −9,197 | Jun 30, 2026 |