Paris, I0CIK 15697584 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
119 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 3.64M | $677.99M | 9.2% | +186.9K | Added |
| 2 | Microsoft Corp | 1.06M | $513.28M | 6.9% | +623.7K | Added |
| 3 | S&P Global Inc | 864.8K | $452.00M | 6.1% | +144.4K | Added |
| 4 | Alphabet Inc |
| 1.35M |
| $421.65M |
| 5.7% |
| −986.1K |
| Reduced |
| 5 | Amazon Com Inc | 1.58M | $364.20M | 4.9% | −481.0K | Reduced |
| 6 | Cencora Inc | 875.1K | $295.57M | 4.0% | −751 | Reduced |
| 7 | Mckesson Corp | 358.5K | $294.11M | 4.0% | +44.4K | Added |
| 8 | Mercadolibre Inc | 141.4K | $284.77M | 3.9% | +8.7K | Added |
| 9 | Salesforce Inc | 1.01M | $267.07M | 3.6% | +513.7K | Added |
| 10 | Servicenow Inc | 1.73M | $265.79M | 3.6% | +1.54M | Added |
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