Groupe la Francaise
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Groupe la Francaise reported 410 stock positions worth $6.1 billion. Its top holding was Microsoft (MSFT) at 8.3% of the portfolio, followed by Nvidia (NVDA, 6.7%) and Amazon.com (AMZN, 4.9%). Compared with Q1 2025, it opened 71 new positions, sold out of 78, added to 215 and reduced 87. The biggest buy was Microsoft (MSFT, shares +23%) and the biggest sale an exit from Cgi (GIB).
- Most Recent 13F
- Q2 2026
- Location
- PARIS, I0
- CIK
- 0002056088
- Portfolio Value
- $6.1B (Q2 2025)
- SEC Filing
- 0000945621-25-000757 ↗ filed Aug 13, 2025
Holdings Value
Holdings 410 stocks · $6.1B
| MSFT Microsoft Corp. | 8.33% | 1,029,920 | $511.3M | Add +22.7% |
| NVDA Nvidia Corp. | 6.71% | 2,614,016 | $411.8M | Add +14.0% |
| AMZN Amazon.com Inc. | 4.89% | 1,372,277 | $300.0M | Add +28.1% |
| RACE Ferrari NV | 4.72% | 594,111 | $289.9M | Add +5.9% |
| AAPL Apple Inc. | 3.81% | 1,142,926 | $234.1M | Add +25.6% |
| META Meta Platforms Inc. Class A | 3.12% | 260,515 | $191.6M | Add +29.1% |
| GOOGL Alphabet Inc. Class A | 2.85% | 996,865 | $175.1M | Add +81.8% |
| V Visa Inc. Class A | 2.61% | 451,197 | $160.0M | Add +47.8% |
| AVGO Broadcom Inc. | 2.58% | 577,004 | $158.6M | Add +6.4% |
| LLY Eli Lilly & Co. | 2.30% | 180,811 | $141.1M | Add +66.7% |
| JPM JPMorgan Chase & Co. | 2.25% | 478,314 | $138.2M | Add +9.4% |
| LIN Linde PLC | 2.08% | 272,028 | $127.8M | Add +29.4% |
| ETN Eaton Corp. PLC | 2.05% | 353,034 | $125.9M | Add +21.6% |
| WMT Walmart Inc. | 1.80% | 1,135,400 | $110.7M | Add +46.9% |
| NFLX Netflix Inc. | 1.65% | 75,692 | $101.0M | Reduce -8.2% |
| COST Costco Wholesale Corp. | 1.59% | 98,877 | $97.8M | Add +37.5% |
| CRH CRH PLC | 1.56% | 1,044,598 | $95.9M | Reduce -9.5% |
| TSM Taiwan Semiconductor-SP ADR | 1.40% | 381,150 | $86.0M | Add +14.0% |
| ORCL Oracle Corp. | 1.40% | 392,989 | $85.8M | Add +42.8% |
| ISRG Intuitive Surgical Inc. | 1.30% | 147,161 | $80.1M | Add +99.0% |
| GOOG Alphabet Inc. Class C | 1.18% | 406,612 | $72.5M | Add +6.1% |
| CRM Salesforce Inc. | 1.15% | 259,254 | $70.4M | Add +63.3% |
| BSX Boston Scientific Corp. | 1.11% | 632,131 | $67.9M | Add +88.7% |
| KO The Coca-Cola Co. | 1.10% | 957,056 | $67.5M | Add +38.9% |
| GE General Electric filed as GE AEROSPACE | 1.05% | 251,708 | $64.6M | Add +3.3% |
| NOW ServiceNow Inc. | 0.97% | 57,759 | $59.6M | Add +33.4% |
| BKNG Booking Holdings Inc. | 0.90% | 9,502 | $55.0M | Add +3.5% |
| MA Mastercard Inc. Class A | 0.85% | 93,320 | $52.3M | Add +4.1% |
| AXP American Express Co. | 0.81% | 156,566 | $49.8M | Reduce -5.9% |
| STLA Stellantis NV | 0.78% | 4,784,779 | $47.9M | Reduce -10.8% |
| PANW Palo Alto Networks Inc. | 0.70% | 207,554 | $43.0M | Add +3.6% |
| TMUS T-Mobile US Inc. | 0.64% | 164,308 | $39.1M | Reduce -0.8% |
| ACN Accenture PLC Class A | 0.63% | 125,281 | $38.4M | Reduce -32.4% |
| SNPS Synopsys Inc. | 0.62% | 74,798 | $38.2M | Add +108.1% |
| UBER Uber Technologies Inc. | 0.60% | 396,061 | $36.8M | Reduce -15.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.57% | 747,207 | $35.2M | Reduce -21.9% |
| MELI MercadoLibre Inc. | 0.56% | 13,126 | $34.2M | Reduce -15.8% |
| MSI Motorola Solutions Inc. | 0.55% | 80,891 | $33.9M | Add +107.9% |
| TMO Thermo Fisher Scientific Inc. | 0.51% | 77,025 | $31.5M | Add +20.7% |
| TT Trane Technologies PLC | 0.51% | 70,795 | $31.1M | Add +168.5% |
| HD Home Depot Inc. | 0.50% | 83,343 | $30.5M | Add +404.7% |
| CB Chubb Ltd. | 0.49% | 104,546 | $30.2M | Reduce -16.1% |
| MCD McDonald's Corp. | 0.49% | 103,684 | $30.2M | Add +85.2% |
| BLK BlackRock Inc. | 0.43% | 25,309 | $26.5M | Add +8.9% |
| DHR Danaher Corp. | 0.39% | 120,835 | $23.8M | Add +363.2% |
| ANET Arista Networks Inc. | 0.39% | 232,731 | $23.7M | Add +135.0% |
| RL Ralph Lauren Corp. | 0.38% | 85,637 | $23.4M | Add +41.0% |
| SYK Stryker Corp. | 0.36% | 56,266 | $22.2M | Add +462.3% |
| DE Deere & Co. | 0.34% | 41,666 | $21.1M | Add +206.6% |
| GEV GE Vernova Inc. | 0.34% | 39,172 | $20.7M | Reduce -44.3% |
| ARM Arm Holdings PLC-ADR | 0.33% | 124,052 | $20.0M | Add +403.4% |
| AEM Agnico Eagle Mines Ltd. | 0.30% | 155,835 | $18.5M | Reduce -0.0% |
| SPOT Spotify Technology SA | 0.30% | 24,127 | $18.4M | Add +4.1% |
| GS Goldman Sachs Group Inc. | 0.29% | 25,060 | $17.7M | Add +151.7% |
| WM Waste Management Inc. | 0.29% | 71,748 | $17.5M | Add +1.1% |
| HLT Hilton Worldwide Holdings Inc. | 0.28% | 65,837 | $17.5M | Reduce -38.5% |
| FISV Fiserv Inc. | 0.28% | 101,012 | $17.3M | Add +19.4% |
| DB Deutsche Bank AG-Registered | 0.28% | 581,751 | $17.2M | Reduce -4.4% |
| PG The Procter & Gamble Co. | 0.27% | 102,455 | $16.8M | Add +16.2% |
| CDNS Cadence Design SYS Inc. | 0.27% | 53,483 | $16.4M | Add +48.3% |
| WELL Welltower Inc. | 0.27% | 106,338 | $16.3M | Add +40.1% |
| TXN Texas Instruments Inc. | 0.26% | 77,945 | $16.1M | Add +103.0% |
| HWM Howmet Aerospace Inc. | 0.26% | 86,643 | $16.1M | Add +6.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.26% | 128,875 | $15.9M | Add +33.7% |
| FICO Fair Isaac Corp. | 0.25% | 8,390 | $15.3M | New |
| KLAC KLA Corp. | 0.24% | 16,835 | $15.0M | Reduce -3.2% |
| EMR Emerson Electric Co. | 0.24% | 110,145 | $14.6M | Add +16.0% |
| NEM Newmont Corp. | 0.24% | 250,500 | $14.5M | Add +11.1% |
| RSG Republic Services Inc. | 0.23% | 58,142 | $14.3M | Add +88.8% |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.23% | 267,388 | $13.9M | Add +7.5% |
| VRT Vertiv Holdings Co. Class A | 0.23% | 108,310 | $13.9M | Reduce -3.1% |
| IR Ingersoll-Rand Inc. | 0.21% | 158,471 | $13.1M | Add +7792.0% |
| FER Ferrovial NV | 0.21% | 242,339 | $13.0M | Add +61.3% |
| FNV Franco-Nevada Corp. | 0.20% | 76,500 | $12.5M | Reduce -2.5% |
| CME Cme Group Inc. | 0.20% | 44,909 | $12.3M | New |
| BPMC Blueprint Medicines Corp. | 0.20% | 94,150 | $12.1M | New |
| PWR Quanta Services Inc. | 0.20% | 31,783 | $12.0M | Reduce -7.8% |
| PH Parker Hannifin Corp. | 0.18% | 15,765 | $11.0M | Add +16.7% |
| AWK American Water Works Co. Inc. | 0.18% | 73,373 | $10.9M | Add +9.6% |
| CAT Caterpillar Inc. | 0.18% | 27,246 | $10.8M | Add +70.6% |
| XYZ Block Inc. | 0.17% | 156,204 | $10.6M | Add +52.3% |
| KGC Kinross Gold Corp. | 0.17% | 678,000 | $10.5M | Reduce -6.5% |
| PRU Prudential Financial Inc. | 0.17% | 97,514 | $10.4M | Add +18.9% |
| AMP Ameriprise Financial Inc. | 0.17% | 19,067 | $10.1M | Add +20.4% |
| XYL Xylem Inc. | 0.16% | 77,999 | $10.1M | Add +20.2% |
| NKE Nike Inc. Class B | 0.16% | 141,526 | $10.0M | Reduce -19.4% |
| PGR Progressive Corp. | 0.16% | 36,725 | $9.8M | Add +2530.7% |
| DECK Deckers Outdoor Corp. | 0.16% | 94,822 | $9.8M | Add +20.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.16% | 18,965 | $9.6M | Reduce -34.8% |
| INTU Intuit Inc. | 0.15% | 11,991 | $9.4M | Add +26.5% |
| WAB Wabtec Corp. | 0.15% | 43,796 | $9.1M | Add +19.8% |
| NGD New Gold Inc. | 0.15% | 1,830,000 | $9.1M | Reduce -1.1% |
| AMD Advanced Micro Devices | 0.14% | 62,808 | $8.9M | Reduce -4.9% |
| AGI Alamos Gold Inc. Class A | 0.14% | 334,000 | $8.8M | Reduce -11.4% |
| ADI Analog Devices Inc. | 0.14% | 36,008 | $8.5M | Reduce -4.1% |
| FYBR Frontier Communications Pare | 0.14% | 231,640 | $8.4M | Add +75.8% |
| ORLY O'reilly Automotive Inc. | 0.14% | 93,250 | $8.4M | New |
| MRSH Marsh & McLennan Cos | 0.13% | 37,416 | $8.1M | Add +16.3% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.13% | 595,883 | $8.1M | No change |
| TRV The Travelers Cos Inc. | 0.13% | 30,427 | $8.1M | Add +18.3% |
Options reported separately and not counted above: DB puts ($11.1M), JPM puts ($2.0M), C puts ($1.8M), AXP puts ($1.7M), WFC puts ($1.4M), IBM puts ($1.3M), MCD puts ($1.3M), HD puts ($1.2M), GS puts ($1.1M), MS puts ($1.1M), ORCL puts ($875K), CAH puts ($835K), and 15 more.
Other holdings (5): bonds, preferreds, convertibles and warrants · $21.8M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| AIRBNB INC (ABNB 0 03/15/26) | NOTE 3/1 · principal | 14,500,000 | $14.0M | Add +31.8% |
| TRIP.COM GROUP LTD (TCOM 0.75 06/15/29) | NOTE 0.750% 6/1 · principal | 3,000,000 | $3.3M | New |
| MARRIOTT VACATION WORLDW (VAC 3.25 12/15/27) | NOTE 3.250%12/1 · principal | 2,500,000 | $2.3M | New |
| TRIPADVISOR INC (TRIP 0.25 04/01/26) | NOTE 0.250% 4/0 · principal | 2,000,000 | $1.9M | No change |
| GENVR Gen Digital Inc. - CVR | RIGHT 99/99/9999 | 18,180 | $148K | New |
Total filed on the 13F, all lines: $6.2B.
Portfolio Sells Q1 2025 → Q2 2025
| GIB Cgi Inc. | Sold out | 0.00% | −3.37 |
| CRH CRH PLC | Reduce -9.5% | 1.56% | −0.57 |
| STLA Stellantis NV | Reduce -10.8% | 0.78% | −0.55 |
| BABA Alibaba Group Holding-SP ADR | Reduce -91.3% | 0.03% | −0.54 |
| ACN Accenture PLC Class A | Reduce -32.4% | 0.63% | −0.53 |
| TCOM Trip.com Group Ltd.-ADR | Sold out | 0.00% | −0.32 |
| TMUS T-Mobile US Inc. | Reduce -0.8% | 0.64% | −0.31 |
| UNH Unitedhealth Group Inc. | Reduce -97.9% | 0.00% | −0.31 |
| CB Chubb Ltd. | Reduce -16.1% | 0.49% | −0.30 |
| BAC Bank of America Corp. | Reduce -21.9% | 0.57% | −0.29 |
| ITCI Intra-Cellular Therapies Inc. | Sold out | 0.00% | −0.25 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -38.5% | 0.28% | −0.24 |
| CMG Chipotle Mexican Grill Inc. | Reduce -93.8% | 0.01% | −0.24 |
| YUMC Yum China Holdings Inc. | Sold out | 0.00% | −0.23 |
| APH Amphenol Corp. Class A | Reduce -99.2% | 0.00% | −0.21 |
| DESP Despegar.com Corp. | Sold out | 0.00% | −0.21 |
| TRGP Targa Resources Corp. | Sold out | 0.00% | −0.16 |
| OKE Oneok Inc. | Reduce -95.3% | 0.00% | −0.16 |
| AXP American Express Co. | Reduce -5.9% | 0.81% | −0.15 |
| UBER Uber Technologies Inc. | Reduce -15.4% | 0.60% | −0.15 |
| B Barrick Mining Corp. | Reduce -96.3% | 0.01% | −0.14 |
| MELI MercadoLibre Inc. | Reduce -15.8% | 0.56% | −0.14 |
| PYCR Paycor HCM Inc. | Sold out | 0.00% | −0.14 |
| PLYA Playa Hotels & Resorts NV | Sold out | 0.00% | −0.14 |
| GEV GE Vernova Inc. | Reduce -44.3% | 0.34% | −0.12 |
| LNG Cheniere Energy Inc. | Sold out | 0.00% | −0.11 |
| PEG Public Service Enterprise GP | Reduce -93.1% | 0.01% | −0.10 |
| K Kellanova | Reduce -68.9% | 0.03% | −0.09 |
| FSM Fortuna Mining Corp. | Sold out | 0.00% | −0.09 |
| CCEP Coca-Cola Europacific Partne | Reduce -72.2% | 0.03% | −0.09 |
| BEP Brookfield Renewable Partner | Sold out | 0.00% | −0.08 |
| NKE Nike Inc. Class B | Reduce -19.4% | 0.16% | −0.08 |
| FNA Paragon 28 Inc. | Sold out | 0.00% | −0.08 |
| PDCO Patterson Cos Inc. | Sold out | 0.00% | −0.08 |
| PFE Pfizer Inc. | Reduce -84.7% | 0.01% | −0.08 |
| NFLX Netflix Inc. | Reduce -8.2% | 1.65% | −0.07 |
| CKPT Checkpoint Therapeutics Inc. | Sold out | 0.00% | −0.07 |
| MRK Merck & Co. Inc. | Reduce -34.0% | 0.06% | −0.07 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -34.8% | 0.16% | −0.07 |
| AGI Alamos Gold Inc. Class A | Reduce -11.4% | 0.14% | −0.07 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.07 |
| REGN Regeneron Pharmaceuticals | Reduce -45.7% | 0.04% | −0.07 |
| PAAS Pan American Silver Corp. | Sold out | 0.00% | −0.07 |
| STX Seagate Technology Holdings | Sold out | 0.00% | −0.07 |
| QGEN Qiagen N.V. | Reduce -48.0% | 0.06% | −0.06 |
| BF.B Brown-Forman Corp. Class B | Sold out | 0.00% | −0.06 |
| AMED Amedisys Inc. | Sold out | 0.00% | −0.06 |
| FNV Franco-Nevada Corp. | Reduce -2.5% | 0.20% | −0.06 |
| NVRO Nevro LLC | Sold out | 0.00% | −0.06 |
| PTVE Pactiv Evergreen Inc. | Sold out | 0.00% | −0.06 |
Portfolio Buys Q1 2025 → Q2 2025
| MSFT Microsoft Corp. | Add +22.7% | 8.33% | +1.35 |
| NVDA Nvidia Corp. | Add +14.0% | 6.71% | +1.24 |
| GOOGL Alphabet Inc. Class A | Add +81.8% | 2.85% | +0.97 |
| AVGO Broadcom Inc. | Add +6.4% | 2.58% | +0.56 |
| ORCL Oracle Corp. | Add +42.8% | 1.40% | +0.54 |
| META Meta Platforms Inc. Class A | Add +29.1% | 3.12% | +0.53 |
| ISRG Intuitive Surgical Inc. | Add +99.0% | 1.30% | +0.50 |
| LLY Eli Lilly & Co. | Add +66.7% | 2.30% | +0.40 |
| WMT Walmart Inc. | Add +46.9% | 1.80% | +0.39 |
| BSX Boston Scientific Corp. | Add +88.7% | 1.11% | +0.39 |
| HD Home Depot Inc. | Add +404.7% | 0.50% | +0.37 |
| ETN Eaton Corp. PLC | Add +21.6% | 2.05% | +0.35 |
| V Visa Inc. Class A | Add +47.8% | 2.61% | +0.34 |
| TT Trane Technologies PLC | Add +168.5% | 0.51% | +0.32 |
| AMZN Amazon.com Inc. | Add +28.1% | 4.89% | +0.31 |
| SYK Stryker Corp. | Add +462.3% | 0.36% | +0.28 |
| SNPS Synopsys Inc. | Add +108.1% | 0.62% | +0.28 |
| DHR Danaher Corp. | Add +363.2% | 0.39% | +0.27 |
| ARM Arm Holdings PLC-ADR | Add +403.4% | 0.33% | +0.27 |
| FICO Fair Isaac Corp. | New | 0.25% | +0.25 |
| ANET Arista Networks Inc. | Add +135.0% | 0.39% | +0.22 |
| IR Ingersoll-Rand Inc. | Add +7792.0% | 0.21% | +0.21 |
| CRM Salesforce Inc. | Add +63.3% | 1.15% | +0.21 |
| DE Deere & Co. | Add +206.6% | 0.34% | +0.21 |
| NOW ServiceNow Inc. | Add +33.4% | 0.97% | +0.20 |
| CME Cme Group Inc. | New | 0.20% | +0.20 |
| BPMC Blueprint Medicines Corp. | New | 0.20% | +0.20 |
| TSM Taiwan Semiconductor-SP ADR | Add +14.0% | 1.40% | +0.19 |
| MSI Motorola Solutions Inc. | Add +107.9% | 0.55% | +0.19 |
| GS Goldman Sachs Group Inc. | Add +151.7% | 0.29% | +0.17 |
| COST Costco Wholesale Corp. | Add +37.5% | 1.59% | +0.15 |
| PGR Progressive Corp. | Add +2530.7% | 0.16% | +0.15 |
| ORLY O'reilly Automotive Inc. | New | 0.14% | +0.14 |
| MCD McDonald's Corp. | Add +85.2% | 0.49% | +0.13 |
| LHX L3HARRIS Technologies Inc. | New | 0.13% | +0.13 |
| SWTX Springworks Therapeutics Inc. | New | 0.13% | +0.13 |
| CASY Casey's General Stores Inc. | New | 0.12% | +0.12 |
| ALE Allete Inc. | New | 0.12% | +0.12 |
| TXN Texas Instruments Inc. | Add +103.0% | 0.26% | +0.11 |
| T AT&T Inc. | New | 0.11% | +0.11 |
| CYBR Cyberark Software Ltd./Israel | Add +1264.8% | 0.11% | +0.10 |
| RL Ralph Lauren Corp. | Add +41.0% | 0.38% | +0.09 |
| CI The Cigna Group | New | 0.09% | +0.09 |
| APO Apollo Global Management Inc. | Add +1862.2% | 0.09% | +0.08 |
| PRA Proassurance Corp. | New | 0.08% | +0.08 |
| RSG Republic Services Inc. | Add +88.8% | 0.23% | +0.08 |
| ETWO E2OPEN Parent Holdings Inc. | New | 0.07% | +0.07 |
| KO The Coca-Cola Co. | Add +38.9% | 1.10% | +0.07 |
| FER Ferrovial NV | Add +61.3% | 0.21% | +0.07 |
| KDP Keurig Dr Pepper Inc. | New | 0.07% | +0.07 |
Options Activity Q1 2025 → Q2 2025
| JPM JPMorgan Chase & Co. | put | Reduce -26.3% | 7,000 | $2.0M |
| AXP American Express Co. | put | Reduce -24.3% | 5,300 | $1.7M |
| WFC Wells Fargo & Co. | put | Reduce -5.4% | 17,500 | $1.4M |
| MCD McDonald's Corp. | put | Add +12.5% | 4,500 | $1.3M |
| HD Home Depot Inc. | put | Add +220.0% | 3,200 | $1.2M |
| GS Goldman Sachs Group Inc. | put | Add +25.0% | 1,500 | $1.1M |
| MS Morgan Stanley | put | Add +150.0% | 7,500 | $1.1M |
| ORCL Oracle Corp. | put | Add +14.3% | 4,000 | $875K |
| DE Deere & Co. | put | Reduce -42.9% | 1,600 | $814K |
| BAC Bank of America Corp. | put | Reduce -40.0% | 15,000 | $710K |
| SOHO HOUSE & CO INC | call | New | 86,300 | $638K |
| SERITAGE GROWTH PPTYS | call | New | 200,000 | $602K |
| PFE Pfizer Inc. | put | New | 15,000 | $364K |
| CAT Caterpillar Inc. | put | Sold out | 1,000 | $330Kbefore exit |
| VISA INC | put | New | 600 | $213K |
| UPS United Parcel Service Class B | put | New | 2,000 | $202K |
| WMT Walmart Inc. | put | New | 2,000 | $196K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q1 2025 → Q2 2025
| AIRBNB INC (ABNB 0 03/15/26) | NOTE 3/1 · principal | Add +31.8% | 14,500,000 | $14.0M |
| TRIP.COM GROUP LTD (TCOM 0.75 06/15/29) | NOTE 0.750% 6/1 · principal | New | 3,000,000 | $3.3M |
| MARRIOTT VACATION WORLDW (VAC 3.25 12/15/27) | NOTE 3.250%12/1 · principal | New | 2,500,000 | $2.3M |
| DROPBOX INC (DBX 0 03/01/26) | NOTE 3/0 · principal | Sold out | 2,000,000 | $2.0Mbefore exit |
| GENVR Gen Digital Inc. - CVR | RIGHT 99/99/9999 | New | 18,180 | $148K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 445 | $8.1B | NVDA, TTE, MSFT, AAPL, GOOGL |
| Q1 2026 | 416 | $7.1B | TTE, NVDA, MSFT, AAPL, AMZN |
| Q4 2025 | 419 | $6.8B | MSFT, TTE, NVDA, AMZN, AAPL |
| Q3 2025 | 740 | $7.3B | MSFT, NVDA, AMZN, RACE, AAPL |
| Q2 2025 | 410 | $6.1B | MSFT, NVDA, AMZN, RACE, AAPL |
| Q1 2025 | 416 | $4.7B | MSFT, NVDA, RACE, AMZN, AAPL |
| Q4 2024 | 333 | $4.0B | MSFT, NVDA, AMZN, AAPL, GIB |