| SPY SS SPDR S&P 500 ETF Trust-US | 18.60% | 52,600 | $30.2M | No change |
| META Meta Platforms Inc. Class A | 6.05% | 17,150 | $9.8M | No change |
| GOOG Alphabet Inc. Class C | 5.77% | 56,000 | $9.4M | No change |
| IWM iShares Russell 2000 ETF | 5.76% | 42,300 | $9.3M | No change |
| HDB HDFC Bank Ltd.-ADR | 4.85% | 125,700 | $7.9M | Add +31.4% |
| NFLX Netflix Inc. | 4.81% | 11,000 | $7.8M | No change |
| MSFT Microsoft Corp. | 4.81% | 18,125 | $7.8M | No change |
| IBN Icici Bank Ltd.-Spon ADR | 4.69% | 255,000 | $7.6M | No change |
| AMZN Amazon.com Inc. | 4.65% | 40,500 | $7.5M | No change |
| SPOT Spotify Technology SA | 3.32% | 14,600 | $5.4M | No change |
| BABA Alibaba Group Holding-SP ADR | 2.62% | 40,000 | $4.2M | No change |
| COST Costco Wholesale Corp. | 2.51% | 4,600 | $4.1M | No change |
| TSM Taiwan Semiconductor-SP ADR | 2.49% | 23,300 | $4.0M | No change |
| RSP Invesco S&P 500 Equal Weight | 2.05% | 18,550 | $3.3M | No change |
| MMYT Makemytrip Ltd. | 2.00% | 35,000 | $3.3M | No change |
| UBS UBS Group AG-Reg | 1.87% | 98,224 | $3.0M | No change |
| TSLA Tesla Inc. | 1.82% | 11,300 | $3.0M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 1.70% | 4 | $2.8M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 1.47% | 5,200 | $2.4M | No change |
| NVDA Nvidia Corp. | 1.42% | 19,000 | $2.3M | No change |
| BAH Booz Allen Hamilton Holdings | 1.41% | 14,100 | $2.3M | No change |
| LLY Eli Lilly & Co. | 1.09% | 2,000 | $1.8M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.96% | 16,150 | $1.6M | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.89% | 5,130 | $1.4M | No change |
| BSX Boston Scientific Corp. | 0.77% | 15,000 | $1.3M | No change |
| DVA Davita Inc. | 0.77% | 7,600 | $1.2M | No change |
| NDAQ Nasdaq Inc. | 0.76% | 16,950 | $1.2M | No change |
| DHR Danaher Corp. | 0.74% | 4,300 | $1.2M | No change |
| ABNB Airbnb Inc. Class A | 0.73% | 9,400 | $1.2M | No change |
| MS Morgan Stanley | 0.73% | 11,300 | $1.2M | No change |
| DPZ Domino's Pizza Inc. | 0.66% | 2,480 | $1.1M | No change |
| JNJ Johnson & Johnson | 0.62% | 6,200 | $1.0M | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.61% | 1,200 | $996K | No change |
| PYPL PayPal Holdings Inc. | 0.60% | 12,500 | $975K | No change |
| HSY The Hershey Co. | 0.51% | 4,300 | $825K | No change |
| LULU Lululemon Athletica Inc. | 0.50% | 3,000 | $814K | No change |
| SNOW Snowflake Inc. | 0.44% | 6,200 | $712K | No change |
| RBLX Roblox Corp. Class A | 0.43% | 15,950 | $706K | No change |
| YSG Yatsen Holding Ltd.-ADR | 0.42% | 200,000 | $682K | No change |
| HPQ HP Inc. | 0.41% | 18,750 | $673K | No change |
| LIN Linde PLC | 0.40% | 1,350 | $644K | No change |
| VRSN Verisign Inc. | 0.33% | 2,850 | $541K | No change |
| MCHI iShares MSCI China ETF | 0.31% | 10,000 | $509K | No change |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.29% | 4,750 | $474K | No change |
| DKNG Draftkings Inc. Class A | 0.27% | 11,111 | $436K | No change |
| ZM Zoom Communications Inc. filed as ZOOM VIDEO COMMUNICATIONS IN | 0.25% | 5,900 | $411K | No change |
| GOOGL Alphabet Inc. Class A | 0.25% | 2,400 | $398K | No change |
| KWEB Kranesh Csi China Internet | 0.23% | 11,000 | $374K | No change |
| APO Apollo Global Management Inc. | 0.19% | 2,500 | $312K | No change |
| DG Dollar General Corp. | 0.17% | 3,200 | $271K | No change |