Holdings
Growth Portfolio
As of Jun 30, 2026, Growth Portfolio reported 61 positions worth US$1.7B. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Broadcom Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 1.14M | US$229M | −31,769 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 557K | US$199M | +174K | Jun 30, 2026 |
| Broadcom Inc. | 238K | US$89.8M | −23,534 | Jun 30, 2026 |
| Apple Inc | 258K | US$74.5M | −287K | Jun 30, 2026 |
| Eli Lilly And Company | 58,101 | US$69.7M | −9,551 | Jun 30, 2026 |
| Tesla, Inc. | 165K | US$69.5M | +74,062 | Jun 30, 2026 |
| Microsoft Corp. | 136K | US$50.9M | −243K | Jun 30, 2026 |
| Mastercard Incorporated | 75,165 | US$38.6M | −15,075 | Jun 30, 2026 |
| Corning Incorporated | 133K | US$34M | new | Jun 30, 2026 |
| Meta Platforms, Inc. | 59,882 | US$33.7M | −18,454 | Jun 30, 2026 |