GAM Holding AG

Name: GAM Holding AG 13F holdings, Q4 2024
Creator: GAM Holding AG
Published: 2025-01-31

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 31, 2025), GAM Holding AG reported 169 stock positions worth $1.3 billion. Its top holding was Microsoft (MSFT) at 5.8% of the portfolio, followed by Alphabet Class A (GOOGL, 4.7%) and Nvidia (NVDA, 4.7%). Compared with Q3 2024, it opened 40 new positions, sold out of 23, added to 38 and reduced 86. The biggest buy was Broadcom (AVGO, shares +75%) and the biggest sale Linde (LIN, shares −29%).

Most Recent 13F: Q2 2026
Location: Zurich, V8
CIK: 0001438848
Portfolio Value: $1.3B (Q4 2024)
SEC Filing: 0001172661-25-000446 ↗ filed Jan 31, 2025

Holdings Value

Holdings 169 stocks · $1.3B


MSFT Microsoft Corp.	5.80%	184,647	$77.8M	Add +14.4%
GOOGL Alphabet Inc. Class A	4.67%	330,487	$62.6M	Add +5.8%
NVDA Nvidia Corp.	4.66%	464,873	$62.4M	Add +6.0%
LIN Linde PLC	3.75%	120,144	$50.3M	Reduce -28.7%
AMZN Amazon.com Inc.	3.57%	218,205	$47.9M	Add +23.3%
AAPL Apple Inc.	3.47%	185,647	$46.5M	Add +16.1%
META Meta Platforms Inc. Class A	2.97%	68,035	$39.8M	Add +2.8%
ORCL Oracle Corp.	2.39%	192,642	$32.1M	Reduce -9.3%
AVGO Broadcom Inc.	2.18%	125,850	$29.2M	Add +74.8%
V Visa Inc. Class A	1.97%	83,671	$26.4M	Add +5.1%
LLY Eli Lilly & Co.	1.93%	33,490	$25.9M	Add +11.7%
UNH Unitedhealth Group Inc.	1.71%	45,274	$22.9M	Add +38.1%
FISV Fiserv Inc.	1.62%	105,871	$21.7M	Reduce -7.5%
JPM JPMorgan Chase & Co.	1.62%	90,711	$21.7M	Add +9.3%
NFLX Netflix Inc.	1.54%	23,218	$20.7M	Reduce -7.0%
HLT Hilton Worldwide Holdings Inc.	1.43%	77,820	$19.2M	Reduce -0.9%
VIK Viking Holdings Ltd.	1.34%	408,501	$18.0M	No change
XOM Exxon Mobil Corp.	1.29%	160,909	$17.3M	Add +6.8%
MAR Marriott International Class A	1.28%	61,350	$17.1M	Reduce -0.0%
RL Ralph Lauren Corp.	1.16%	67,400	$15.6M	No change
PG The Procter & Gamble Co.	1.14%	91,485	$15.3M	Add +908.6%
SCHW Schwab (charles) Corp.	1.10%	199,808	$14.8M	Reduce -7.8%
DIS The Walt Disney Co. filed as DISNEY WALT CO	1.10%	132,075	$14.7M	Add +2.2%
TSM Taiwan Semiconductor-SP ADR	1.08%	73,131	$14.4M	Add +4.5%
COST Costco Wholesale Corp.	1.07%	15,658	$14.3M	Add +16.5%
ISRG Intuitive Surgical Inc.	1.02%	26,191	$13.7M	Reduce -34.0%
AS Amer Sports Inc.	1.00%	481,400	$13.5M	New
MKL Markel Group Inc.	0.99%	7,665	$13.2M	Reduce -4.8%
MA Mastercard Inc. Class A	0.98%	24,833	$13.1M	Add +4.0%
INTU Intuit Inc.	0.96%	20,421	$12.8M	Add +17.1%
VOO Vanguard S&P 500 ETF	0.89%	22,250	$12.0M	Reduce -13.5%
MRK Merck & Co. Inc.	0.87%	117,538	$11.7M	Add +7.7%
BKNG Booking Holdings Inc.	0.87%	2,344	$11.6M	Reduce -12.1%
BMY Bristol-Myers Squibb Co.	0.85%	202,646	$11.5M	Reduce -16.3%
COP Conocophillips	0.85%	114,484	$11.4M	Add +3.1%
SN Sharkninja Inc.	0.83%	114,479	$11.1M	Add +14.4%
OSW Onespaworld Holdings Ltd.	0.80%	540,500	$10.8M	No change
INFY Infosys Ltd.-SP ADR	0.79%	483,336	$10.6M	Add +1.4%
TPR Tapestry Inc.	0.78%	160,900	$10.5M	New
ONON On Holding AG Class A filed as ON HLDG AG	0.76%	186,300	$10.2M	Reduce -34.0%
NOW ServiceNow Inc.	0.75%	9,498	$10.1M	Reduce -15.8%
EA Electronic Arts Inc.	0.73%	67,205	$9.8M	Reduce -7.5%
PSA Public Storage	0.71%	31,664	$9.5M	Reduce -4.3%
EMR Emerson Electric Co.	0.69%	74,346	$9.2M	Reduce -0.4%
EOG EOG Resources Inc.	0.68%	74,911	$9.2M	Reduce -6.7%
HBAN Huntington Bancshares Inc.	0.65%	536,223	$8.7M	Reduce -7.7%
TEL Te Connectivity PLC	0.65%	60,719	$8.7M	New
KDP Keurig Dr Pepper Inc.	0.61%	256,009	$8.2M	Reduce -5.3%
MDT Medtronic PLC	0.59%	98,718	$7.9M	Reduce -9.7%
UPS United Parcel Service Class B	0.58%	61,574	$7.8M	Reduce -3.0%
ADBE Adobe Inc.	0.58%	17,417	$7.7M	Add +3.7%
JNJ Johnson & Johnson	0.57%	52,900	$7.7M	Reduce -8.8%
HLN Haleon PLC-ADR	0.56%	792,102	$7.6M	Reduce -6.7%
UBER Uber Technologies Inc.	0.54%	119,599	$7.2M	Add +57.0%
H Hyatt Hotels Corp. Class A	0.54%	45,900	$7.2M	Reduce -43.8%
NXPI NXP Semiconductors NV	0.52%	33,393	$6.9M	Reduce -0.8%
CDNS Cadence Design SYS Inc.	0.50%	22,307	$6.7M	Reduce -3.9%
AMAT Applied Materials Inc.	0.49%	40,354	$6.6M	Add +81.3%
NKE Nike Inc. Class B	0.47%	83,614	$6.3M	Reduce -4.3%
LRCX Lam Research Corp.	0.44%	81,031	$5.9M	Add +102.6%
ZGN Ermenegildo Zegna NV	0.44%	707,337	$5.8M	Reduce -8.8%
PTC PTC Inc.	0.42%	30,649	$5.6M	Add +3.2%
USB US Bancorp	0.41%	115,512	$5.5M	Reduce -10.3%
ELV Elevance Health Inc.	0.40%	14,709	$5.4M	Reduce -6.6%
HD Home Depot Inc.	0.40%	13,644	$5.3M	Add +46.8%
NDAQ Nasdaq Inc.	0.39%	67,975	$5.3M	Reduce -11.2%
AMD Advanced Micro Devices	0.39%	43,024	$5.2M	Add +35.5%
CAT Caterpillar Inc.	0.39%	14,243	$5.2M	Reduce -6.5%
BAH Booz Allen Hamilton Holdings	0.37%	38,890	$5.0M	Reduce -6.3%
PGR Progressive Corp.	0.37%	20,629	$4.9M	Reduce -5.5%
YMM Full Truck Alliance -SPN ADR	0.37%	456,786	$4.9M	Add +41.4%
HON Honeywell International Inc.	0.36%	21,104	$4.8M	Add +37.7%
WBD Warner Bros Discovery Inc.	0.35%	446,648	$4.7M	Reduce -2.4%
GE General Electric filed as GE AEROSPACE	0.35%	28,009	$4.7M	New
VRSK Verisk Analytics Inc.	0.34%	16,569	$4.6M	Reduce -7.7%
AFL Aflac Inc.	0.34%	44,076	$4.6M	Reduce -0.2%
PYPL PayPal Holdings Inc.	0.34%	53,344	$4.6M	Reduce -21.3%
TMO Thermo Fisher Scientific Inc.	0.33%	8,625	$4.5M	Reduce -7.7%
VRTX Vertex Pharmaceuticals Inc.	0.30%	10,057	$4.0M	Reduce -2.3%
AME Ametek Inc.	0.29%	21,873	$3.9M	Reduce -4.3%
GOOG Alphabet Inc. Class C	0.29%	20,391	$3.9M	Add +1050.7%
IBN Icici Bank Ltd.-Spon ADR	0.28%	126,285	$3.8M	Add +57.9%
KO The Coca-Cola Co.	0.28%	60,237	$3.8M	Reduce -5.1%
MSI Motorola Solutions Inc.	0.27%	7,716	$3.6M	Reduce -7.4%
SYK Stryker Corp.	0.27%	9,900	$3.6M	Reduce -8.2%
ADSK Autodesk Inc.	0.26%	11,683	$3.5M	New
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO	0.25%	11,993	$3.4M	Reduce -9.3%
ETN Eaton Corp. PLC	0.25%	10,022	$3.3M	Reduce -8.5%
HDB HDFC Bank Ltd.-ADR	0.24%	50,000	$3.2M	Reduce -28.6%
EXPE Expedia Group Inc.	0.24%	17,077	$3.2M	Add +6.6%
DHR Danaher Corp.	0.22%	12,916	$3.0M	Reduce -9.8%
TCOM Trip.com Group Ltd.-ADR	0.22%	42,166	$2.9M	Reduce -29.7%
FTNT Fortinet Inc.	0.20%	29,064	$2.7M	Reduce -7.1%
ADP Automatic Data Processing	0.20%	9,203	$2.7M	New
GS Goldman Sachs Group Inc.	0.20%	4,702	$2.7M	Add +130.3%
ROP Roper Technologies Inc.	0.20%	5,179	$2.7M	Reduce -8.3%
WIT Wipro Ltd.-ADR	0.20%	760,000	$2.7M	No change
TXN Texas Instruments Inc.	0.20%	13,999	$2.6M	Reduce -8.0%
ADI Analog Devices Inc.	0.19%	12,254	$2.6M	Reduce -3.2%
SPGI S&P Global Inc.	0.19%	5,088	$2.5M	Reduce -8.7%
ROK Rockwell Automation Inc.	0.19%	8,714	$2.5M	Reduce -6.8%
IT Gartner Inc.	0.18%	5,057	$2.4M	Reduce -5.8%
RSG Republic Services Inc.	0.18%	12,073	$2.4M	Reduce -8.0%
ARM Arm Holdings PLC-ADR	0.17%	18,723	$2.3M	Reduce -4.9%
PM Philip Morris International	0.17%	18,929	$2.3M	Add +86.0%
ATAT Atour Lifestyle Holdings-ADR	0.17%	84,000	$2.3M	Reduce -16.0%
UNP Union Pacific Corp.	0.16%	9,512	$2.2M	Reduce -8.6%
UDR Udr Inc.	0.16%	48,811	$2.1M	New
WMT Walmart Inc.	0.15%	22,574	$2.0M	New
IDXX Idexx Laboratories Inc.	0.15%	4,842	$2.0M	Reduce -3.8%
BWXT BWX Technologies Inc.	0.15%	17,940	$2.0M	Reduce -5.8%
BSX Boston Scientific Corp.	0.14%	21,029	$1.9M	Reduce -7.2%
REGN Regeneron Pharmaceuticals	0.14%	2,604	$1.9M	Reduce -5.6%
BRK.B Berkshire Hathaway Inc. Class B	0.14%	4,047	$1.8M	New
SPOT Spotify Technology SA	0.13%	3,850	$1.7M	Reduce -6.6%
LEA Lear Corp.	0.12%	17,429	$1.7M	New
LNT Alliant Energy Corp.	0.12%	27,718	$1.6M	New
CRM Salesforce Inc.	0.12%	4,802	$1.6M	New
RF Regions Financial Corp.	0.12%	68,063	$1.6M	Add +28.5%
APH Amphenol Corp. Class A	0.12%	22,703	$1.6M	Reduce -10.8%
PPG PPG Industries Inc.	0.12%	13,122	$1.6M	New
BA The Boeing Co.	0.12%	8,838	$1.6M	New
ABBV Abbvie Inc.	0.11%	8,633	$1.5M	New
IR Ingersoll-Rand Inc.	0.11%	16,825	$1.5M	Reduce -4.6%
CRWD CrowdStrike Holdings Inc. Class A	0.11%	4,324	$1.5M	Reduce -6.7%
SNPS Synopsys Inc.	0.11%	2,919	$1.4M	Reduce -43.6%
ACN Accenture PLC Class A	0.11%	4,020	$1.4M	New
CPAY Corpay Inc.	0.11%	4,177	$1.4M	New
CPRT Copart Inc.	0.10%	24,384	$1.4M	Reduce -9.1%
DE Deere & Co.	0.10%	3,256	$1.4M	Reduce -9.4%
VWO Vanguard Ftse Emerging Marke	0.10%	31,000	$1.4M	No change
PLD Prologis Inc.	0.10%	12,760	$1.3M	New
CVX Chevron Corp.	0.10%	9,006	$1.3M	New
KLAC KLA Corp.	0.10%	2,041	$1.3M	Reduce -78.8%
SYY Sysco Corp.	0.10%	16,709	$1.3M	Reduce -5.3%
ALV Autoliv Inc.	0.09%	13,443	$1.3M	New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.09%	5,670	$1.2M	New
ABT Abbott Laboratories	0.09%	10,812	$1.2M	New
LOW Lowe's Cos Inc.	0.09%	4,826	$1.2M	New
CSCO Cisco Systems Inc.	0.09%	20,084	$1.2M	New
BWA Borgwarner Inc.	0.09%	37,311	$1.2M	New
ICLR Icon PLC	0.09%	5,584	$1.2M	Reduce -6.2%
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.09%	9,661	$1.2M	New
IQV Iqvia Holdings Inc.	0.09%	5,890	$1.2M	Reduce -7.4%
DLR Digital Realty Trust Inc.	0.09%	6,500	$1.2M	New
DRI Darden Restaurants Inc.	0.09%	6,153	$1.1M	Reduce -5.1%
APP AppLovin Corp. Class A	0.09%	3,532	$1.1M	New
INDA iShares MSCI India ETF	0.08%	20,780	$1.1M	New
FICO Fair Isaac Corp.	0.08%	548	$1.1M	Reduce -0.4%
KEY Keycorp	0.08%	63,178	$1.1M	New
LULU Lululemon Athletica Inc.	0.08%	2,801	$1.1M	Reduce -18.1%
PEP Pepsico Inc.	0.08%	7,030	$1.1M	New
MS Morgan Stanley	0.08%	8,321	$1.0M	New
APD Air Products & Chemicals Inc.	0.08%	3,583	$1.0M	New
CMI Cummins Inc.	0.08%	2,980	$1.0M	New
SHW The Sherwin-Williams Co.	0.08%	3,050	$1.0M	New
WFC Wells Fargo & Co.	0.08%	14,725	$1.0M	New
BRO Brown & Brown Inc.	0.08%	10,029	$1.0M	New
GM General Motors Co.	0.08%	19,207	$1.0M	New
LYV Live Nation Entertainment Inc.	0.07%	6,735	$872K	Reduce -5.1%
CTVA Corteva Inc.	0.06%	13,845	$789K	Reduce -11.9%
MU Micron Technology Inc.	0.06%	9,225	$776K	Reduce -5.7%
MRVL Marvell Technology Inc.	0.06%	6,983	$771K	Reduce -81.5%
DXCM Dexcom Inc.	0.06%	9,530	$741K	Reduce -71.2%
NOC Northrop Grumman Corp.	0.05%	1,539	$722K	Add +1.1%
CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC	0.05%	7,855	$670K	Reduce -16.7%
LNTH Lantheus Holdings Inc.	0.04%	6,575	$588K	New
DAR Darling Ingredients Inc.	0.04%	15,330	$516K	Reduce -0.2%
FUTU Futu Holdings Ltd.-ADR filed as FUTU HLDGS LTD	0.04%	6,000	$480K	New

Portfolio Sells Q3 2024 → Q4 2024


LIN Linde PLC	Reduce -28.7%	3.75%	−2.66
MCHP Microchip Technology Inc.	Sold out	0.00%	−0.80
ISRG Intuitive Surgical Inc.	Reduce -34.0%	1.02%	−0.53
CNC Centene Corp.	Sold out	0.00%	−0.53
KLAC KLA Corp.	Reduce -78.8%	0.10%	−0.50
ORCL Oracle Corp.	Reduce -9.3%	2.39%	−0.49
H Hyatt Hotels Corp. Class A	Reduce -43.8%	0.54%	−0.45
SNOW Snowflake Inc.	Sold out	0.00%	−0.38
ONON On Holding AG Class A	Reduce -34.0%	0.76%	−0.37
STX Seagate Technology Holdings	Sold out	0.00%	−0.29
EL Estee Lauder Companies Class A	Sold out	0.00%	−0.28
PSA Public Storage	Reduce -4.3%	0.71%	−0.25
ELV Elevance Health Inc.	Reduce -6.6%	0.40%	−0.25
MDT Medtronic PLC	Reduce -9.7%	0.59%	−0.20
KDP Keurig Dr Pepper Inc.	Reduce -5.3%	0.61%	−0.19
ATHM Autohome Inc.-ADR	Sold out	0.00%	−0.19
VOO Vanguard S&P 500 ETF	Reduce -13.5%	0.89%	−0.19
OMCL Omnicell Inc.	Sold out	0.00%	−0.18
JNJ Johnson & Johnson	Reduce -8.8%	0.57%	−0.18
BP BP PLC-Spons ADR	Sold out	0.00%	−0.18
TME Tencent Music Entertainm-ADR	Sold out	0.00%	−0.18
ZGN Ermenegildo Zegna NV	Reduce -8.8%	0.44%	−0.17
BAH Booz Allen Hamilton Holdings	Reduce -6.3%	0.37%	−0.17
MRVL Marvell Technology Inc.	Reduce -81.5%	0.06%	−0.16
HLN Haleon PLC-ADR	Reduce -6.7%	0.56%	−0.15
NKE Nike Inc. Class B	Reduce -4.3%	0.47%	−0.14
BMY Bristol-Myers Squibb Co.	Reduce -16.3%	0.85%	−0.14
WIX Wix.com Ltd.	Sold out	0.00%	−0.13
NXPI NXP Semiconductors NV	Reduce -0.8%	0.52%	−0.13
TMO Thermo Fisher Scientific Inc.	Reduce -7.7%	0.33%	−0.13
RNW Renew Energy Global PLC-A	Sold out	0.00%	−0.13
DXCM Dexcom Inc.	Reduce -71.2%	0.06%	−0.12
UPS United Parcel Service Class B	Reduce -3.0%	0.58%	−0.11
HDB HDFC Bank Ltd.-ADR	Reduce -28.6%	0.24%	−0.11
SNPS Synopsys Inc.	Reduce -43.6%	0.11%	−0.10
EOG EOG Resources Inc.	Reduce -6.7%	0.68%	−0.10
EA Electronic Arts Inc.	Reduce -7.5%	0.73%	−0.10
DHR Danaher Corp.	Reduce -9.8%	0.22%	−0.10
REGN Regeneron Pharmaceuticals	Reduce -5.6%	0.14%	−0.09
CAT Caterpillar Inc.	Reduce -6.5%	0.39%	−0.09
KO The Coca-Cola Co.	Reduce -5.1%	0.28%	−0.08
PYPL PayPal Holdings Inc.	Reduce -21.3%	0.34%	−0.08
VRTX Vertex Pharmaceuticals Inc.	Reduce -2.3%	0.30%	−0.08
PGR Progressive Corp.	Reduce -5.5%	0.37%	−0.07
TCOM Trip.com Group Ltd.-ADR	Reduce -29.7%	0.22%	−0.07
APTV Aptiv Irish Holdings Ltd.	Sold out	0.00%	−0.06
CPRI Capri Holdings Ltd.	Sold out	0.00%	−0.06
USB US Bancorp	Reduce -10.3%	0.41%	−0.06
TXN Texas Instruments Inc.	Reduce -8.0%	0.20%	−0.05
NOW ServiceNow Inc.	Reduce -15.8%	0.75%	−0.05

Portfolio Buys Q3 2024 → Q4 2024


AVGO Broadcom Inc.	Add +74.8%	2.18%	+1.19
PG The Procter & Gamble Co.	Add +908.6%	1.14%	+1.02
AS Amer Sports Inc.	New	1.00%	+1.00
AMZN Amazon.com Inc.	Add +23.3%	3.57%	+0.94
TPR Tapestry Inc.	New	0.78%	+0.78
TEL Te Connectivity PLC	New	0.65%	+0.65
GOOGL Alphabet Inc. Class A	Add +5.8%	4.67%	+0.53
AAPL Apple Inc.	Add +16.1%	3.47%	+0.49
NVDA Nvidia Corp.	Add +6.0%	4.66%	+0.41
GE General Electric	New	0.35%	+0.35
MSFT Microsoft Corp.	Add +14.4%	5.80%	+0.27
GOOG Alphabet Inc. Class C	Add +1050.7%	0.29%	+0.27
ADSK Autodesk Inc.	New	0.26%	+0.26
V Visa Inc. Class A	Add +5.1%	1.97%	+0.23
JPM JPMorgan Chase & Co.	Add +9.3%	1.62%	+0.23
ADP Automatic Data Processing	New	0.20%	+0.20
UNH Unitedhealth Group Inc.	Add +38.1%	1.71%	+0.18
LRCX Lam Research Corp.	Add +102.6%	0.44%	+0.18
UDR Udr Inc.	New	0.16%	+0.16
WMT Walmart Inc.	New	0.15%	+0.15
BRK.B Berkshire Hathaway Inc. Class B	New	0.14%	+0.14
YMM Full Truck Alliance -SPN ADR	Add +41.4%	0.37%	+0.14
AMAT Applied Materials Inc.	Add +81.3%	0.49%	+0.13
LEA Lear Corp.	New	0.12%	+0.12
LNT Alliant Energy Corp.	New	0.12%	+0.12
GS Goldman Sachs Group Inc.	Add +130.3%	0.20%	+0.12
COST Costco Wholesale Corp.	Add +16.5%	1.07%	+0.12
CRM Salesforce Inc.	New	0.12%	+0.12
PPG PPG Industries Inc.	New	0.12%	+0.12
BA The Boeing Co.	New	0.12%	+0.12
ABBV Abbvie Inc.	New	0.11%	+0.11
TSM Taiwan Semiconductor-SP ADR	Add +4.5%	1.08%	+0.11
ACN Accenture PLC Class A	New	0.11%	+0.11
CPAY Corpay Inc.	New	0.11%	+0.11
DIS The Walt Disney Co.	Add +2.2%	1.10%	+0.11
HON Honeywell International Inc.	Add +37.7%	0.36%	+0.10
PLD Prologis Inc.	New	0.10%	+0.10
CVX Chevron Corp.	New	0.10%	+0.10
HD Home Depot Inc.	Add +46.8%	0.40%	+0.10
ALV Autoliv Inc.	New	0.09%	+0.09
INTU Intuit Inc.	Add +17.1%	0.96%	+0.09
IBM Intl Business Machines Corp.	New	0.09%	+0.09
ABT Abbott Laboratories	New	0.09%	+0.09
IBN Icici Bank Ltd.-Spon ADR	Add +57.9%	0.28%	+0.09
LOW Lowe's Cos Inc.	New	0.09%	+0.09
CSCO Cisco Systems Inc.	New	0.09%	+0.09
BWA Borgwarner Inc.	New	0.09%	+0.09
TJX TJX Companies Inc.	New	0.09%	+0.09
DLR Digital Realty Trust Inc.	New	0.09%	+0.09
APP AppLovin Corp. Class A	New	0.09%	+0.09

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	273	$1.3B	NVDA, GOOGL, MSFT, AAPL, AMZN
Q1 2026	276	$1.1B	NVDA, MSFT, GOOGL, AAPL, AMZN
Q4 2025	288	$1.6B	MSFT, GOOGL, NVDA, AAPL, UBS
Q3 2025	284	$1.6B	MSFT, NVDA, GOOGL, AAPL, META
Q2 2025	226	$1.4B	MSFT, NVDA, GOOGL, META, AAPL
Q1 2025	176	$1.3B	MSFT, NVDA, GOOGL, AAPL, AMZN
Q4 2024	169	$1.3B	MSFT, GOOGL, NVDA, LIN, AMZN
Q3 2024	152	$1.3B	LIN, MSFT, NVDA, GOOGL, META
Q2 2024	159	$1.3B	MSFT, NVDA, GOOGL, LIN, META
Q1 2024	168	$1.4B	MSFT, LIN, NVDA, GOOGL, META