GAM Holding AG

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 13, 2024), GAM Holding AG reported 168 stock positions worth $1.4 billion. Its top holding was Microsoft (MSFT) at 6.5% of the portfolio, followed by Linde (LIN, 4.5%) and Nvidia (NVDA, 4.2%). Compared with Q4 2023, it opened 25 new positions, sold out of 19, added to 44 and reduced 88. The biggest buy was a new position in On Class A (ONON) and the biggest sale Lululemon Athletica (LULU, shares −42%).

Most Recent 13F
Q2 2026
Location
Zurich, V8
CIK
0001438848
Portfolio Value
$1.4B (Q1 2024)
SEC Filing
0001172661-24-002228 ↗ filed May 13, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.4B $1.4B Q1 2024 Q2 2024: $1.3B Q2 2024 Q3 2024: $1.3B Q3 2024 Q4 2024: $1.3B Q4 2024 Q1 2025: $1.3B Q1 2025 Q2 2025: $1.4B Q2 2025 Q3 2025: $1.6B Q3 2025 Q4 2025: $1.6B Q4 2025 Q1 2026: $1.1B Q1 2026 Q2 2026: $1.3B Q2 2026

Holdings 168 stocks · $1.4B
MSFT Microsoft Corp. 6.48% 212,861 $89.6M Reduce -2.3%
LIN Linde PLC 4.46% 132,873 $61.7M Reduce -14.8%
NVDA Nvidia Corp. 4.23% 64,703 $58.5M Reduce -3.2%
GOOGL Alphabet Inc. Class A 4.16% 381,254 $57.5M Reduce -0.7%
META Meta Platforms Inc. Class A 3.07% 87,416 $42.4M Add +5.6%
AMZN Amazon.com Inc. 2.51% 192,618 $34.7M Reduce -1.2%
ISRG Intuitive Surgical Inc. 2.15% 74,315 $29.7M Add +23.9%
V Visa Inc. Class A 1.75% 86,651 $24.2M Add +6.9%
ORCL Oracle Corp. 1.71% 188,033 $23.6M Reduce -6.0%
MAR Marriott International Class A 1.53% 83,957 $21.2M Reduce -9.8%
MA Mastercard Inc. Class A 1.39% 39,969 $19.2M Add +3.4%
UNH Unitedhealth Group Inc. 1.36% 38,052 $18.8M Add +27.3%
ADBE Adobe Inc. 1.34% 36,646 $18.5M Add +32.0%
NFLX Netflix Inc. 1.32% 30,016 $18.2M Reduce -7.4%
HLT Hilton Worldwide Holdings Inc. 1.25% 81,294 $17.3M No change
NOW ServiceNow Inc. 1.23% 22,304 $17.0M Reduce -2.1%
XOM Exxon Mobil Corp. 1.21% 143,816 $16.7M Add +0.4%
UBER Uber Technologies Inc. 1.17% 209,519 $16.1M Reduce -27.7%
AVGO Broadcom Inc. 1.12% 11,663 $15.5M Reduce -4.1%
PYPL PayPal Holdings Inc. 1.09% 224,927 $15.1M Reduce -4.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 1.08% 122,052 $14.9M Add +0.7%
AAPL Apple Inc. 1.08% 86,856 $14.9M Reduce -6.4%
DELL Dell Technologies -C 1.05% 127,576 $14.6M Reduce -30.0%
JPM JPMorgan Chase & Co. 1.00% 68,862 $13.8M Add +0.3%
LULU Lululemon Athletica Inc. 0.99% 35,104 $13.7M Reduce -42.4%
FISV Fiserv Inc. 0.99% 85,265 $13.6M Reduce -4.4%
COP Conocophillips 0.97% 105,064 $13.4M Add +0.5%
VOO Vanguard S&P 500 ETF 0.94% 27,157 $13.1M Reduce -29.9%
MRK Merck & Co. Inc. 0.93% 97,351 $12.8M Add +0.5%
BMY Bristol-Myers Squibb Co. 0.90% 230,409 $12.5M Reduce -3.1%
ONON On Holding AG Class A filed as ON HLDG AG 0.90% 350,700 $12.4M New
MKL Markel Group Inc. 0.88% 8,027 $12.2M Add +0.3%
NXPI NXP Semiconductors NV 0.88% 48,981 $12.1M Reduce -5.1%
CRWD CrowdStrike Holdings Inc. Class A 0.86% 37,137 $11.9M Reduce -10.9%
ZGN Ermenegildo Zegna NV 0.85% 806,500 $11.8M New
BKNG Booking Holdings Inc. 0.85% 3,255 $11.8M Reduce -3.9%
MCHP Microchip Technology Inc. 0.83% 127,530 $11.4M Reduce -12.4%
LLY Eli Lilly & Co. 0.81% 14,348 $11.2M Reduce -4.6%
SNOW Snowflake Inc. 0.79% 67,435 $10.9M Add +24.7%
NKE Nike Inc. Class B 0.79% 115,947 $10.9M Reduce -46.6%
PTC PTC Inc. 0.76% 55,509 $10.5M Reduce -34.5%
WDAY Workday Inc. Class A 0.75% 38,217 $10.4M Reduce -1.0%
COST Costco Wholesale Corp. 0.72% 13,659 $10.0M Add +129.1%
ABNB Airbnb Inc. Class A 0.72% 60,460 $10.0M Reduce -39.0%
STX Seagate Technology Holdings 0.72% 107,095 $10.0M Reduce -51.7%
EOG EOG Resources Inc. 0.71% 76,408 $9.8M Add +0.6%
SCHW Schwab (charles) Corp. 0.69% 132,263 $9.6M Reduce -11.4%
JNJ Johnson & Johnson 0.68% 59,710 $9.4M Reduce -29.0%
KLAC KLA Corp. 0.67% 13,177 $9.2M Reduce -0.9%
PSA Public Storage 0.66% 31,524 $9.1M Add +0.8%
UPS United Parcel Service Class B 0.66% 61,324 $9.1M New
MO Altria Group Inc. 0.66% 208,576 $9.1M Add +0.1%
CSCO Cisco Systems Inc. 0.65% 180,689 $9.0M Reduce -6.0%
INFY Infosys Ltd.-SP ADR 0.65% 501,129 $9.0M Add +1.0%
TEL Te Connectivity Ltd. 0.64% 60,530 $8.8M Reduce -7.3%
MDT Medtronic PLC 0.64% 100,802 $8.8M Reduce -4.8%
INTU Intuit Inc. 0.63% 13,366 $8.7M Add +127.6%
NET Cloudflare Inc. Class A 0.61% 87,357 $8.5M Reduce -41.2%
EA Electronic Arts Inc. 0.61% 63,123 $8.4M Add +0.2%
ELV Elevance Health Inc. 0.58% 15,569 $8.1M Add +0.4%
AFL Aflac Inc. 0.58% 93,636 $8.0M Add +0.4%
DXCM Dexcom Inc. 0.57% 57,299 $7.9M Reduce -4.6%
HBAN Huntington Bancshares Inc. 0.57% 560,801 $7.8M Add +0.5%
TCOM Trip.com Group Ltd.-ADR 0.54% 168,686 $7.4M Add +27.5%
CDNS Cadence Design SYS Inc. 0.52% 23,268 $7.2M Add +83.7%
OSW Onespaworld Holdings Ltd. 0.52% 540,500 $7.2M New
AMAT Applied Materials Inc. 0.52% 34,650 $7.1M Reduce -2.3%
ACN Accenture PLC Class A 0.50% 20,007 $6.9M Reduce -0.1%
CNC Centene Corp. 0.50% 87,465 $6.9M Add +0.5%
YMM Full Truck Alliance -SPN ADR 0.50% 942,671 $6.9M Reduce -24.0%
HLN Haleon PLC-ADR 0.49% 801,500 $6.8M Add +0.4%
BAH Booz Allen Hamilton Holdings 0.49% 45,359 $6.7M Reduce -4.9%
EXPE Expedia Group Inc. 0.48% 48,315 $6.7M Reduce -1.0%
CAT Caterpillar Inc. 0.48% 17,964 $6.6M Reduce -0.1%
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.44% 39,669 $6.1M Reduce -68.6%
ADI Analog Devices Inc. 0.44% 30,853 $6.1M Add +77.5%
TMO Thermo Fisher Scientific Inc. 0.43% 10,198 $5.9M Reduce -1.3%
C Citigroup Inc. 0.43% 93,529 $5.9M Add +0.2%
COIN Coinbase Global Inc. Class A 0.42% 21,707 $5.8M Reduce -59.4%
FSLY Fastly Inc. Class A 0.41% 437,660 $5.7M No change
NDAQ Nasdaq Inc. 0.40% 88,009 $5.6M Reduce -2.7%
USB US Bancorp 0.40% 124,050 $5.5M Add +0.4%
CRM Salesforce Inc. 0.40% 18,385 $5.5M New
LRCX Lam Research Corp. 0.36% 5,158 $5.0M Add +0.0%
VRSK Verisk Analytics Inc. 0.36% 21,180 $5.0M Reduce -2.3%
GILD Gilead Sciences Inc. 0.36% 68,067 $5.0M Reduce -7.7%
WIX Wix.com Ltd. 0.36% 35,851 $4.9M New
PGR Progressive Corp. 0.35% 23,669 $4.9M Reduce -6.8%
AME Ametek Inc. 0.35% 26,740 $4.9M Reduce -2.0%
KO The Coca-Cola Co. 0.35% 78,151 $4.8M Reduce -2.3%
MRVL Marvell Technology Inc. 0.35% 67,321 $4.8M Reduce -41.5%
AMD Advanced Micro Devices 0.32% 24,563 $4.4M Reduce -68.7%
VRTX Vertex Pharmaceuticals Inc. 0.31% 10,316 $4.3M Add +0.1%
HD Home Depot Inc. 0.30% 10,877 $4.2M Reduce -2.3%
DHR Danaher Corp. 0.29% 16,298 $4.1M Reduce -2.3%
ETN Eaton Corp. PLC 0.29% 12,913 $4.0M Reduce -3.7%
WBD Warner Bros Discovery Inc. 0.29% 457,455 $4.0M Reduce -4.6%
AMGN Amgen Inc. 0.28% 13,705 $3.9M Reduce -4.1%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.27% 15,122 $3.8M Add +0.3%
HON Honeywell International Inc. 0.27% 18,007 $3.7M Add +0.2%
ROP Roper Technologies Inc. 0.26% 6,406 $3.6M Reduce -0.1%
IDXX Idexx Laboratories Inc. 0.24% 6,070 $3.3M Reduce -7.3%
TSM Taiwan Semiconductor-SP ADR 0.24% 23,984 $3.3M Reduce -9.0%
TXN Texas Instruments Inc. 0.23% 18,576 $3.2M No change
ROK Rockwell Automation Inc. 0.23% 11,064 $3.2M Reduce -5.2%
REGN Regeneron Pharmaceuticals 0.22% 3,118 $3.0M No change
SNPS Synopsys Inc. 0.22% 5,204 $3.0M Reduce -14.3%
UNP Union Pacific Corp. 0.21% 11,620 $2.9M Reduce -0.1%
OMCL Omnicell Inc. 0.21% 97,728 $2.9M Reduce -1.7%
TME Tencent Music Entertainm-ADR 0.21% 255,000 $2.9M New
SPGI S&P Global Inc. 0.20% 6,368 $2.7M Reduce -0.1%
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC 0.20% 15,590 $2.7M Reduce -4.9%
RSG Republic Services Inc. 0.18% 13,259 $2.5M Add +0.3%
BZ Kanzhun Ltd. - ADR 0.18% 140,000 $2.5M Reduce -0.0%
MTN Vail Resorts Inc. 0.17% 10,788 $2.4M Reduce -72.7%
EW Edwards Lifesciences Corp. 0.17% 24,813 $2.4M Reduce -7.1%
VIPS Vipshop Holdings Ltd. - ADR 0.17% 143,000 $2.4M New
MU Micron Technology Inc. 0.17% 19,959 $2.4M No change
WIT Wipro Ltd.-ADR 0.16% 380,000 $2.2M New
HDB HDFC Bank Ltd.-ADR 0.15% 38,000 $2.1M Reduce -55.3%
IBN Icici Bank Ltd.-Spon ADR 0.15% 80,000 $2.1M New
BP BP PLC-Spons ADR 0.15% 55,416 $2.1M Reduce -0.1%
ICLR Icon PLC 0.15% 5,992 $2.0M Reduce -3.7%
APH Amphenol Corp. Class A 0.15% 17,391 $2.0M Reduce -5.5%
BWXT BWX Technologies Inc. 0.14% 19,260 $2.0M Add +0.4%
IT Gartner Inc. 0.13% 3,715 $1.8M New
IR Ingersoll-Rand Inc. 0.12% 17,740 $1.7M Reduce -4.0%
VWO Vanguard Ftse Emerging Marke 0.12% 40,000 $1.7M Reduce -25.1%
IQV Iqvia Holdings Inc. 0.12% 6,399 $1.6M Add +0.5%
CPRT Copart Inc. 0.11% 27,002 $1.6M Add +0.1%
BSX Boston Scientific Corp. 0.11% 22,782 $1.6M Reduce -6.3%
MSI Motorola Solutions Inc. 0.11% 4,388 $1.6M New
RNW Renew Energy Global PLC-A 0.11% 250,000 $1.5M New
DE Deere & Co. 0.11% 3,631 $1.5M Add +0.5%
FTNT Fortinet Inc. 0.11% 21,436 $1.5M Reduce -40.4%
SYY Sysco Corp. 0.10% 17,799 $1.4M Reduce -40.0%
ON On Semiconductor 0.09% 16,980 $1.2M Reduce -17.4%
CLS Celestica Inc. 0.08% 25,088 $1.1M New
DRI Darden Restaurants Inc. 0.08% 6,538 $1.1M Reduce -3.8%
SBUX Starbucks Corp. 0.07% 10,800 $987K No change
CTVA Corteva Inc. 0.07% 15,835 $913K Reduce -69.6%
APTV Aptiv Irish Holdings Ltd. filed as APTIV PLC 0.07% 11,353 $904K Add +0.7%
CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC 0.06% 9,503 $791K Reduce -61.6%
LYV Live Nation Entertainment Inc. 0.05% 7,121 $753K New
WST West Pharmaceutical Services 0.05% 1,887 $747K Reduce -0.1%
DAR Darling Ingredients Inc. 0.05% 15,513 $722K Add +0.6%
CPRI Capri Holdings Ltd. 0.05% 15,000 $680K Add +25.0%
ATHM Autohome Inc.-ADR 0.04% 22,000 $577K Reduce -12.0%
MRNA Moderna Inc. 0.04% 5,186 $553K Reduce -9.1%
APD Air Products & Chemicals Inc. 0.04% 2,006 $486K New
LBRDK Liberty Broadband-C 0.03% 8,003 $458K Add +33.3%
PXD Pioneer Natural Resources Co. 0.03% 1,506 $395K New
DOOR Masonite International Corp. 0.03% 3,000 $394K New
SWN Southwestern Energy Co. 0.03% 50,000 $379K New
ACI Albertsons Cos Inc. Class A 0.02% 15,009 $322K No change
WH Wyndham Hotels & Resorts Inc. 0.02% 4,000 $307K No change
INHIBRX INC 0.02% 8,000 $280K New
AXONICS INC 0.02% 4,000 $276K New
GOOG Alphabet Inc. Class C 0.02% 1,797 $274K Reduce -1.2%
DFS Discover Financial Services 0.02% 2,007 $263K New
SP SP Plus Corp. 0.02% 5,000 $261K No change
CERE Cerevel Therapeutics Holding 0.02% 6,000 $254K Add +20.0%
CTLT Catalent Inc. 0.02% 4,005 $226K New
BBD Banco Bradesco-ADR 0.02% 75,000 $215K New
GOOS Canada Goose Holdings Inc. 0.01% 16,570 $200K Reduce -7.9%
PARAA Paramount Global Class B 0.01% 15,013 $177K New
CDZI Cadiz Inc. 0.01% 50,000 $145K No change
NAK Northern Dynasty Minerals 0.01% 320,000 $102K No change

Portfolio Sells Q4 2023 → Q1 2024
LULU Lululemon Athletica Inc. Reduce -42.4% 0.99% −1.33
NKE Nike Inc. Class B Reduce -46.6% 0.79% −0.97
EL Estee Lauder Companies Class A Reduce -68.6% 0.44% −0.93
STX Seagate Technology Holdings Reduce -51.7% 0.72% −0.69
MSTR Strategy Inc. Sold out 0.00% −0.68
DDOG Datadog Inc. Class A Sold out 0.00% −0.65
MOS The Mosaic Co. Sold out 0.00% −0.60
AMD Advanced Micro Devices Reduce -68.7% 0.32% −0.54
MTN Vail Resorts Inc. Reduce -72.7% 0.17% −0.45
BF.B Brown-Forman Corp. Class B Sold out 0.00% −0.36
PTC PTC Inc. Reduce -34.5% 0.76% −0.34
FDX FedEx Corp. Sold out 0.00% −0.32
VOO Vanguard S&P 500 ETF Reduce -29.9% 0.94% −0.31
NET Cloudflare Inc. Class A Reduce -41.2% 0.61% −0.31
LIN Linde PLC Reduce -14.8% 4.46% −0.30
JNJ Johnson & Johnson Reduce -29.0% 0.68% −0.30
NEM Newmont Corp. Sold out 0.00% −0.29
ABNB Airbnb Inc. Class A Reduce -39.0% 0.72% −0.28
COIN Coinbase Global Inc. Class A Reduce -59.4% 0.42% −0.27
HDB HDFC Bank Ltd.-ADR Reduce -55.3% 0.15% −0.27
AAPL Apple Inc. Reduce -6.4% 1.08% −0.25
QCOM Qualcomm Inc. Sold out 0.00% −0.24
RDY Dr. Reddy's Laboratories-ADR Sold out 0.00% −0.24
WHR Whirlpool Corp. Sold out 0.00% −0.17
MRVL Marvell Technology Inc. Reduce -41.5% 0.35% −0.17
UBER Uber Technologies Inc. Reduce -27.7% 1.17% −0.16
MNSO Miniso Group Holding Ltd.-ADR Sold out 0.00% −0.16
YMM Full Truck Alliance -SPN ADR Reduce -24.0% 0.50% −0.15
MCHP Microchip Technology Inc. Reduce -12.4% 0.83% −0.15
KEYS Keysight Technologies Inc. Sold out 0.00% −0.15
PFE Pfizer Inc. Sold out 0.00% −0.14
CTVA Corteva Inc. Reduce -69.6% 0.07% −0.12
WBD Warner Bros Discovery Inc. Reduce -4.6% 0.29% −0.12
SPG Simon Property Group Inc. Sold out 0.00% −0.11
CF CF Industries Holdings Inc. Reduce -61.6% 0.06% −0.09
GILD Gilead Sciences Inc. Reduce -7.7% 0.36% −0.08
MTCH Match Group Inc. Sold out 0.00% −0.08
OMCL Omnicell Inc. Reduce -1.7% 0.21% −0.07
SCHW Schwab (charles) Corp. Reduce -11.4% 0.69% −0.07
CSCO Cisco Systems Inc. Reduce -6.0% 0.65% −0.07
EXPE Expedia Group Inc. Reduce -1.0% 0.48% −0.07
HRL Hormel Foods Corp. Sold out 0.00% −0.06
SYY Sysco Corp. Reduce -40.0% 0.10% −0.06
FTNT Fortinet Inc. Reduce -40.4% 0.11% −0.05
TEL Te Connectivity Ltd. Reduce -7.3% 0.64% −0.05
VWO Vanguard Ftse Emerging Marke Reduce -25.1% 0.12% −0.04
BKNG Booking Holdings Inc. Reduce -3.9% 0.85% −0.04
WDAY Workday Inc. Class A Reduce -1.0% 0.75% −0.04
ON On Semiconductor Reduce -17.4% 0.09% −0.04
ROK Rockwell Automation Inc. Reduce -5.2% 0.23% −0.04

Portfolio Buys Q4 2023 → Q1 2024
ONON On Holding AG Class A New 0.90% +0.90
META Meta Platforms Inc. Class A Add +5.6% 3.07% +0.89
ZGN Ermenegildo Zegna NV New 0.85% +0.85
UPS United Parcel Service Class B New 0.66% +0.66
ISRG Intuitive Surgical Inc. Add +23.9% 2.15% +0.64
OSW Onespaworld Holdings Ltd. New 0.52% +0.52
COST Costco Wholesale Corp. Add +129.1% 0.72% +0.43
CRM Salesforce Inc. New 0.40% +0.40
WIX Wix.com Ltd. New 0.36% +0.36
INTU Intuit Inc. Add +127.6% 0.63% +0.36
CDNS Cadence Design SYS Inc. Add +83.7% 0.52% +0.27
DIS The Walt Disney Co. Add +0.7% 1.08% +0.27
TME Tencent Music Entertainm-ADR New 0.21% +0.21
UNH Unitedhealth Group Inc. Add +27.3% 1.36% +0.19
ADI Analog Devices Inc. Add +77.5% 0.44% +0.18
TCOM Trip.com Group Ltd.-ADR Add +27.5% 0.54% +0.18
V Visa Inc. Class A Add +6.9% 1.75% +0.18
VIPS Vipshop Holdings Ltd. - ADR New 0.17% +0.17
MA Mastercard Inc. Class A Add +3.4% 1.39% +0.17
WIT Wipro Ltd.-ADR New 0.16% +0.16
IBN Icici Bank Ltd.-Spon ADR New 0.15% +0.15
XOM Exxon Mobil Corp. Add +0.4% 1.21% +0.14
MRK Merck & Co. Inc. Add +0.5% 0.93% +0.14
JPM JPMorgan Chase & Co. Add +0.3% 1.00% +0.13
IT Gartner Inc. New 0.13% +0.13
MSI Motorola Solutions Inc. New 0.11% +0.11
RNW Renew Energy Global PLC-A New 0.11% +0.11
ADBE Adobe Inc. Add +32.0% 1.34% +0.11
CLS Celestica Inc. New 0.08% +0.08
C Citigroup Inc. Add +0.2% 0.43% +0.07
COP Conocophillips Add +0.5% 0.97% +0.07
LRCX Lam Research Corp. Add +0.0% 0.36% +0.06
LYV Live Nation Entertainment Inc. New 0.05% +0.05
ELV Elevance Health Inc. Add +0.4% 0.58% +0.04
MKL Markel Group Inc. Add +0.3% 0.88% +0.04
HBAN Huntington Bancshares Inc. Add +0.5% 0.57% +0.04
APD Air Products & Chemicals Inc. New 0.04% +0.04
BWXT BWX Technologies Inc. Add +0.4% 0.14% +0.03
MO Altria Group Inc. Add +0.1% 0.66% +0.03
PXD Pioneer Natural Resources Co. New 0.03% +0.03
DOOR Masonite International Corp. New 0.03% +0.03
SWN Southwestern Energy Co. New 0.03% +0.03
EOG EOG Resources Inc. Add +0.6% 0.71% +0.02
RSG Republic Services Inc. Add +0.3% 0.18% +0.02
AJG Arthur J Gallagher & Co. Add +0.3% 0.27% +0.02
INHIBRX INC New 0.02% +0.02
AXONICS INC New 0.02% +0.02
DFS Discover Financial Services New 0.02% +0.02
CTLT Catalent Inc. New 0.02% +0.02
CNC Centene Corp. Add +0.5% 0.50% +0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 273$1.3BNVDA, GOOGL, MSFT, AAPL, AMZN
Q1 2026 276$1.1BNVDA, MSFT, GOOGL, AAPL, AMZN
Q4 2025 288$1.6BMSFT, GOOGL, NVDA, AAPL, UBS
Q3 2025 284$1.6BMSFT, NVDA, GOOGL, AAPL, META
Q2 2025 226$1.4BMSFT, NVDA, GOOGL, META, AAPL
Q1 2025 176$1.3BMSFT, NVDA, GOOGL, AAPL, AMZN
Q4 2024 169$1.3BMSFT, GOOGL, NVDA, LIN, AMZN
Q3 2024 152$1.3BLIN, MSFT, NVDA, GOOGL, META
Q2 2024 159$1.3BMSFT, NVDA, GOOGL, LIN, META
Q1 2024 168$1.4BMSFT, LIN, NVDA, GOOGL, META