United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 6, 2026), United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund reported 184 stock positions worth $5.6 billion. Its top holding was Nvidia (NVDA) at 7.5% of the portfolio, followed by Alphabet Class A (GOOGL, 5.5%) and Apple (AAPL, 4.9%). Compared with Q1 2026, it opened 23 new positions, sold out of 24, added to 60 and reduced 52. The biggest buy was Nvidia (NVDA, shares +12%) and the biggest sale Citigroup (C, shares −76%).

Most Recent 13F
Q2 2026
Location
MELBOURNE, C3
CIK
0001730896
Portfolio Value
$5.6B (Q2 2026)
SEC Filing
0001730896-26-000005 ↗ filed Aug 6, 2026

Holdings Value

0$2.0B$4.0B$6.0B$8.0B Q1 2024: $2.2B Q1 2024 Q2 2024: $2.4B Q2 2024 Q3 2024: $2.5B Q3 2024 Q4 2024: $2.6B Q4 2024 Q1 2025: $2.5B Q1 2025 Q2 2025: $2.6B Q2 2025 Q3 2025: $2.7B Q3 2025 Q4 2025: $7.2B Q4 2025 Q1 2026: $5.3B Q1 2026 Q2 2026: $5.6B $5.6B Q2 2026

Holdings 184 stocks · $5.6B
NVDA Nvidia Corp. 7.49% 2,091,934 $418.6M Add +11.6%
GOOGL Alphabet Inc. Class A 5.50% 860,323 $307.5M Reduce -4.2%
AAPL Apple Inc. 4.91% 948,434 $274.4M Add +1.6%
MSFT Microsoft Corp. 4.23% 634,050 $236.5M Reduce -0.6%
AMZN Amazon.com Inc. 3.97% 930,283 $221.7M Reduce -36.7%
META Meta Platforms Inc. Class A 2.32% 230,356 $129.8M Reduce -5.5%
AVGO Broadcom Inc. 2.31% 342,378 $129.3M Add +14.2%
LRCX Lam Research Corp. 2.21% 285,584 $123.8M Reduce -13.9%
LIN Linde PLC 1.82% 196,235 $101.8M No change
JPM JPMorgan Chase & Co. 1.66% 283,200 $92.7M Add +24.1%
V Visa Inc. Class A 1.65% 268,638 $92.2M Reduce -0.0%
MA Mastercard Inc. Class A 1.39% 150,789 $77.4M Reduce -8.4%
LLY Eli Lilly & Co. 1.36% 63,544 $76.2M Add +0.1%
MAR Marriott International Class A 1.27% 191,597 $71.0M Reduce -19.4%
APH Amphenol Corp. Class A 1.27% 402,208 $70.9M Reduce -5.9%
C Citigroup Inc. 1.27% 506,457 $70.9M Reduce -76.1%
CSCO Cisco Systems Inc. 1.26% 597,127 $70.1M Reduce -31.3%
AMAT Applied Materials Inc. 1.25% 96,308 $69.6M Reduce -0.0%
TMO Thermo Fisher Scientific Inc. 1.22% 135,932 $68.2M No change
QCOM Qualcomm Inc. 1.14% 345,422 $63.8M Reduce -4.7%
BMY Bristol-Myers Squibb Co. 1.11% 1,072,109 $61.8M Add +13.9%
ABT Abbott Laboratories 1.08% 665,664 $60.4M No change
MSCI MSCI Inc. 1.06% 105,335 $59.0M Add +1.1%
GOOG Alphabet Inc. Class C 1.05% 166,216 $58.7M Add +2.2%
TXN Texas Instruments Inc. 1.05% 196,538 $58.6M No change
DELL Dell Technologies -C 1.05% 135,754 $58.6M Reduce -27.2%
COST Costco Wholesale Corp. 1.04% 62,219 $58.2M Add +8.3%
MCO Moody's Corp. 1.04% 128,307 $58.1M No change
RSG Republic Services Inc. 0.99% 259,828 $55.4M Add +16.7%
AZO AutoZone Inc. 0.96% 16,863 $53.9M No change
VZ Verizon Communications Inc. 0.92% 1,219,491 $51.6M No change
MRK Merck & Co. Inc. 0.90% 393,305 $50.5M Reduce -21.3%
ADBE Adobe Inc. 0.88% 240,921 $49.4M Add +0.2%
CRM Salesforce Inc. 0.87% 310,404 $48.6M Add +1.6%
CMCSA Comcast Corp. Class A 0.85% 1,935,246 $47.5M No change
MU Micron Technology Inc. 0.85% 41,020 $47.3M Add +704.3%
WMT Walmart Inc. 0.85% 417,265 $47.3M Add +10.4%
TRV The Travelers Cos Inc. 0.84% 141,680 $46.8M New
GILD Gilead Sciences Inc. 0.81% 358,396 $45.3M Reduce -1.9%
T AT&T Inc. 0.80% 2,151,160 $44.5M Add +13.1%
WFC Wells Fargo & Co. 0.79% 534,315 $44.2M No change
HCA HCA Healthcare Inc. 0.78% 112,417 $43.8M Add +2.9%
ISRG Intuitive Surgical Inc. 0.78% 109,674 $43.6M No change
EW Edwards Lifesciences Corp. 0.76% 469,603 $42.5M No change
NEM Newmont Corp. 0.74% 439,967 $41.1M Add +22.3%
CI The Cigna Group 0.69% 139,448 $38.4M Add +12.6%
TEL Te Connectivity PLC 0.68% 187,126 $37.7M Reduce -0.1%
FDX FedEx Corp. 0.66% 118,649 $37.2M Add +15.8%
SHW The Sherwin-Williams Co. 0.66% 107,852 $37.1M No change
IBKR Interactive Brokers Gro Class A 0.66% 422,821 $36.8M No change
HPE Hewlett Packard Enterprise 0.63% 776,775 $35.0M Reduce -3.2%
EOG EOG Resources Inc. 0.62% 265,056 $34.4M Add +14.0%
NFLX Netflix Inc. 0.59% 465,694 $33.3M Add +97.8%
GEV GE Vernova Inc. 0.57% 26,969 $31.7M No change
PGR Progressive Corp. 0.53% 135,674 $29.6M No change
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.52% 125,585 $28.8M No change
BDX Becton Dickinson and Co. 0.51% 189,900 $28.7M New
JBL Jabil Inc. 0.51% 73,836 $28.5M Reduce -1.5%
UBER Uber Technologies Inc. 0.50% 388,928 $28.1M No change
ICE Intercontinental Exchange Inc. 0.50% 227,377 $28.0M Reduce -15.2%
IR Ingersoll-Rand Inc. 0.50% 338,464 $27.8M No change
ACN Accenture PLC Class A 0.49% 220,281 $27.4M Reduce -3.0%
BX Blackstone Inc. 0.49% 232,766 $27.4M Reduce -38.2%
FICO Fair Isaac Corp. 0.46% 21,422 $25.6M No change
EBAY eBay Inc. 0.45% 225,215 $25.2M Reduce -13.2%
LMT Lockheed Martin Corp. 0.44% 47,840 $24.4M Add +1358.5%
GM General Motors Co. 0.42% 306,705 $23.6M Reduce -5.2%
MLM Martin Marietta Materials 0.40% 39,174 $22.6M No change
ACGL Arch Capital Group Ltd. 0.40% 231,400 $22.5M New
EXPE Expedia Group Inc. 0.39% 84,302 $21.6M Add +10.1%
BSX Boston Scientific Corp. 0.37% 489,571 $20.9M No change
RF Regions Financial Corp. 0.36% 664,500 $20.1M No change
SYF Synchrony Financial 0.36% 263,786 $20.1M Add +11.0%
NTAP Netapp Inc. 0.36% 128,324 $19.9M No change
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.35% 727,900 $19.3M Add +710.6%
AIG American International Group 0.34% 257,443 $19.2M Add +17.5%
PYPL PayPal Holdings Inc. 0.32% 412,700 $17.8M Add +54.9%
PHM Pultegroup Inc. 0.31% 124,335 $17.1M No change
FISV Fiserv Inc. 0.30% 343,943 $16.9M No change
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.29% 141,400 $16.1M No change
CFG Citizens Financial Group 0.28% 222,871 $15.6M Reduce -16.1%
FFIV F5 Inc. 0.26% 35,557 $14.8M No change
UTHR United Therapeutics Corp. 0.25% 26,223 $14.2M Reduce -1.4%
ON On Semiconductor 0.25% 149,485 $14.1M Add +4.2%
NRG NRG Energy Inc. 0.25% 95,321 $13.9M Reduce -21.2%
ZM Zoom Communications Inc. 0.25% 159,472 $13.8M Reduce -3.0%
MAS Masco Corp. 0.24% 166,022 $13.5M Reduce -0.7%
CF CF Industries Holdings Inc. 0.24% 121,572 $13.2M Add +8.4%
RPRX Royalty Pharma PLC Class A 0.24% 234,551 $13.2M No change
NXPI NXP Semiconductors NV 0.23% 46,628 $13.1M Add +1.5%
SNA Snap-on Inc. 0.23% 32,549 $13.1M No change
HPQ HP Inc. 0.23% 594,928 $13.1M No change
GIS General Mills Inc. 0.22% 355,608 $12.4M Add +6.8%
CTSH Cognizant Tech Solutions-A 0.22% 312,778 $12.1M No change
PRU Prudential Financial Inc. 0.21% 106,400 $11.5M No change
DVN Devon Energy Corp. 0.20% 275,600 $11.4M Add +112.7%
GPN Global Payments Inc. 0.20% 154,270 $11.2M No change
NLY Annaly Capital Management Inc. 0.19% 478,667 $10.7M Add +8.1%
TXT Textron Inc. 0.19% 116,390 $10.7M Add +1.9%
KR Kroger Co. 0.19% 191,771 $10.6M Add +68.7%
ZBH Zimmer Biomet Holdings Inc. 0.19% 122,735 $10.6M No change
CSL Carlisle Cos Inc. 0.19% 28,952 $10.5M Add +7.9%
WDAY Workday Inc. Class A 0.18% 82,400 $10.1M No change
FOXA Fox Corp. Class A 0.18% 188,498 $9.8M Add +3.5%
BBY Best Buy Co. Inc. 0.18% 128,980 $9.8M No change
CVS CVS Health Corp. 0.17% 94,286 $9.8M Reduce -34.3%
TSLA Tesla Inc. 0.17% 22,712 $9.6M Reduce -20.6%
EG Everest Group Ltd. 0.17% 26,600 $9.5M Reduce -2.2%
DAL Delta Air Lines Inc. 0.17% 101,207 $9.5M No change
F Ford Motor Co. filed as FORD MTR CO 0.17% 678,439 $9.4M Reduce -2.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.17% 33,411 $9.4M Reduce -3.5%
GEN Gen Digital Inc. 0.17% 373,664 $9.3M Add +3.7%
DECK Deckers Outdoor Corp. 0.16% 92,702 $9.2M No change
SSNC Ss&c Technologies Holdings 0.16% 142,302 $8.8M No change
OMC Omnicom Group 0.16% 119,879 $8.7M No change
TFC Truist Financial Corp. 0.16% 174,000 $8.7M Add +92.5%
LDOS Leidos Holdings Inc. 0.15% 81,131 $8.4M Reduce -1.2%
KO The Coca-Cola Co. 0.15% 100,526 $8.2M New
REGN Regeneron Pharmaceuticals 0.14% 12,520 $7.8M New
BNY Bank of New York Mellon Corp. 0.14% 53,620 $7.8M New
BAC Bank of America Corp. 0.14% 134,200 $7.6M No change
LULU Lululemon Athletica Inc. 0.13% 65,616 $7.5M Reduce -2.5%
MELI MercadoLibre Inc. 0.12% 4,079 $6.9M Add +1.4%
UAL United Airlines Holdings Inc. 0.12% 50,500 $6.9M No change
CHKP Check Point Software Tech 0.12% 52,048 $6.8M Reduce -4.1%
ADSK Autodesk Inc. 0.12% 34,920 $6.8M New
UPS United Parcel Service Class B 0.12% 61,500 $6.6M No change
GEHC GE Healthcare Technology 0.11% 99,209 $6.4M Add +1.4%
CAH Cardinal Health Inc. 0.11% 26,131 $6.2M No change
APTV Aptiv PLC 0.10% 93,464 $5.7M Reduce -30.6%
FCNCA First Citizens Bcshs Class A 0.09% 2,435 $5.1M No change
KOF Coca-Cola Femsa Sab-SP ADR 0.08% 42,492 $4.5M Add +1.4%
ABBV Abbvie Inc. 0.08% 17,700 $4.5M Add +3.5%
INTU Intuit Inc. 0.08% 16,320 $4.3M New
FOX Fox Corp. Class B 0.08% 89,793 $4.2M Reduce -9.5%
NBIS Nebius Group NV 0.07% 13,147 $3.6M Reduce -20.5%
PH Parker Hannifin Corp. 0.06% 3,580 $3.5M Add +9.8%
CRBG Corebridge Financial Inc. 0.06% 122,088 $3.5M Reduce -31.3%
ROK Rockwell Automation Inc. 0.06% 6,800 $3.4M Reduce -7.1%
VLO Valero Energy Corp. 0.06% 12,800 $3.3M Add +20.8%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.06% 21,300 $3.2M New
CHRW C.H. Robinson Worldwide Inc. 0.06% 16,500 $3.1M Add +6.5%
STT State Street Corp. 0.05% 18,000 $3.1M Reduce -89.8%
ROST Ross Stores Inc. 0.05% 14,000 $3.0M Add +150.0%
KEY Keycorp 0.05% 128,100 $3.0M Add +66.2%
CHTR Charter Communications Inc. Class A 0.05% 19,493 $2.8M No change
FIS Fidelity National Info Serv 0.05% 71,000 $2.8M New
ED Consolidated Edison Inc. 0.05% 23,800 $2.6M Add +32.2%
NDAQ Nasdaq Inc. 0.05% 33,000 $2.6M Reduce -0.9%
MET Metlife Inc. 0.05% 30,600 $2.6M No change
VIPS Vipshop Holdings Ltd. - ADR 0.04% 184,505 $2.4M Reduce -7.6%
RMD Resmed Inc. 0.04% 12,300 $2.4M Add +8.5%
CW Curtiss-Wright Corp. 0.04% 3,080 $2.3M Reduce -2.5%
AMD Advanced Micro Devices 0.04% 3,700 $2.1M Add +85.0%
BR Broadridge Financial Solutio 0.04% 14,500 $2.0M Add +13.3%
NDSN Nordson Corp. 0.03% 6,280 $1.9M Add +230.5%
MDB Mongodb Inc. 0.03% 5,440 $1.8M New
PNR Pentair PLC 0.03% 23,500 $1.8M Add +152.7%
APP AppLovin Corp. Class A 0.03% 3,380 $1.7M Add +47.0%
PDD PDD Holdings Inc. 0.03% 20,200 $1.5M No change
XOM Exxon Mobil Corp. 0.03% 10,400 $1.4M Add +55.2%
PEG Public Service Enterprise GP 0.02% 16,300 $1.3M Add +1.2%
INTC Intel Corp. 0.02% 9,100 $1.3M New
FLEX Flex Ltd. 0.02% 7,800 $1.3M Add +18.2%
J Jacobs Solutions Inc. 0.02% 10,000 $1.3M Add +6.4%
WDC Western Digital Corp. 0.02% 1,880 $1.2M New
GWW WW Grainger Inc. 0.02% 860 $1.2M New
TPR Tapestry Inc. 0.02% 6,500 $951K Reduce -73.5%
BRK.B Berkshire Hathaway Inc. Class B 0.02% 1,880 $941K Reduce -6.0%
FE Firstenergy Corp. 0.02% 18,800 $894K New
GGG Graco Inc. 0.02% 11,600 $877K Add +18.4%
KLAC KLA Corp. 0.02% 2,890 $872K New
ZTS Zoetis Inc. 0.01% 11,600 $834K Reduce -95.6%
AMGN Amgen Inc. 0.01% 2,240 $811K New
LHX L3HARRIS Technologies Inc. 0.01% 2,520 $732K No change
JNJ Johnson & Johnson 0.01% 2,700 $686K Reduce -10.0%
OKTA Okta Inc. 0.01% 4,700 $641K New
PTC PTC Inc. 0.01% 5,400 $613K New
DGX Quest Diagnostics Inc. 0.01% 2,800 $593K New
FTNT Fortinet Inc. 0.01% 2,900 $445K New
ADI Analog Devices Inc. 0.00% 660 $262K Reduce -89.2%
CAT Caterpillar Inc. 0.00% 240 $256K New
COP Conocophillips 0.00% 2,400 $250K New
PLTR Palantir Technologies Inc. Class A 0.00% 1,800 $210K Reduce -28.0%

Portfolio Sells Q1 2026 → Q2 2026
C Citigroup Inc. Reduce -76.1% 1.27% −3.26
AMZN Amazon.com Inc. Reduce -36.7% 3.97% −1.80
ZTS Zoetis Inc. Reduce -95.6% 0.01% −0.57
TGT Target Corp. Sold out 0.00% −0.51
STT State Street Corp. Reduce -89.8% 0.05% −0.37
ACN Accenture PLC Class A Reduce -3.0% 0.49% −0.36
BX Blackstone Inc. Reduce -38.2% 0.49% −0.33
META Meta Platforms Inc. Class A Reduce -5.5% 2.32% −0.31
ICE Intercontinental Exchange Inc. Reduce -15.2% 0.50% −0.29
MRK Merck & Co. Inc. Reduce -21.3% 0.90% −0.23
WSM Williams-Sonoma Inc. Sold out 0.00% −0.22
MSFT Microsoft Corp. Reduce -0.6% 4.23% −0.22
MAR Marriott International Class A Reduce -19.4% 1.27% −0.19
EME Emcor Group Inc. Sold out 0.00% −0.18
MA Mastercard Inc. Class A Reduce -8.4% 1.39% −0.16
GILD Gilead Sciences Inc. Reduce -1.9% 0.81% −0.15
GDDY GoDaddy Inc. Class A Sold out 0.00% −0.14
UHS Universal Health Services-B Sold out 0.00% −0.12
BLDR Builders Firstsource Inc. Sold out 0.00% −0.11
LDOS Leidos Holdings Inc. Reduce -1.2% 0.15% −0.09
NRG NRG Energy Inc. Reduce -21.2% 0.25% −0.08
PINS Pinterest Inc. Class A Sold out 0.00% −0.08
APTV Aptiv PLC Reduce -30.6% 0.10% −0.07
GS Goldman Sachs Group Inc. Sold out 0.00% −0.07
TEL Te Connectivity PLC Reduce -0.1% 0.68% −0.06
LULU Lululemon Athletica Inc. Reduce -2.5% 0.13% −0.06
IT Gartner Inc. Sold out 0.00% −0.06
EXC Exelon Corp. Sold out 0.00% −0.05
MCK McKesson Corp. Sold out 0.00% −0.05
STE Steris PLC Sold out 0.00% −0.05
TPR Tapestry Inc. Reduce -73.5% 0.02% −0.05
UTHR United Therapeutics Corp. Reduce -1.4% 0.25% −0.04
ABNB Airbnb Inc. Class A Sold out 0.00% −0.04
NVR NVR Inc. Sold out 0.00% −0.04
ZBRA Zebra Technologies Corp. Class A Sold out 0.00% −0.03
ADI Analog Devices Inc. Reduce -89.2% 0.00% −0.03
GM General Motors Co. Reduce -5.2% 0.42% −0.03
TSLA Tesla Inc. Reduce -20.6% 0.17% −0.03
PFG Principal Financial Group Sold out 0.00% −0.03
CNC Centene Corp. Sold out 0.00% −0.02
FOX Fox Corp. Class B Reduce -9.5% 0.08% −0.02
CHKP Check Point Software Tech Reduce -4.1% 0.12% −0.02
AVY Avery Dennison Corp. Sold out 0.00% −0.02
EA Electronic Arts Inc. Sold out 0.00% −0.02
CFG Citizens Financial Group Reduce -16.1% 0.28% −0.02
Q Qnity Electronics Inc. Sold out 0.00% −0.02
CVS CVS Health Corp. Reduce -34.3% 0.17% −0.02
MPC Marathon Petroleum Corp. Sold out 0.00% −0.02
CRBG Corebridge Financial Inc. Reduce -31.3% 0.06% −0.02
CSCO Cisco Systems Inc. Reduce -31.3% 1.26% −0.02

Portfolio Buys Q1 2026 → Q2 2026
NVDA Nvidia Corp. Add +11.6% 7.49% +1.33
TRV The Travelers Cos Inc. New 0.84% +0.84
MU Micron Technology Inc. Add +704.3% 0.85% +0.81
AVGO Broadcom Inc. Add +14.2% 2.31% +0.57
BDX Becton Dickinson and Co. New 0.51% +0.51
AAPL Apple Inc. Add +1.6% 4.91% +0.45
ACGL Arch Capital Group Ltd. New 0.40% +0.40
LMT Lockheed Martin Corp. Add +1358.5% 0.44% +0.40
JPM JPMorgan Chase & Co. Add +24.1% 1.66% +0.39
VICI Vici Properties Inc. Add +710.6% 0.35% +0.30
LLY Eli Lilly & Co. Add +0.1% 1.36% +0.26
GOOG Alphabet Inc. Class C Add +2.2% 1.05% +0.17
NFLX Netflix Inc. Add +97.8% 0.59% +0.17
KO The Coca-Cola Co. New 0.15% +0.15
REGN Regeneron Pharmaceuticals New 0.14% +0.14
BNY Bank of New York Mellon Corp. New 0.14% +0.14
ADSK Autodesk Inc. New 0.12% +0.12
PYPL PayPal Holdings Inc. Add +54.9% 0.32% +0.09
ON On Semiconductor Add +4.2% 0.25% +0.09
DVN Devon Energy Corp. Add +112.7% 0.20% +0.08
TFC Truist Financial Corp. Add +92.5% 0.16% +0.08
INTU Intuit Inc. New 0.08% +0.08
RSG Republic Services Inc. Add +16.7% 0.99% +0.07
CI The Cigna Group Add +12.6% 0.69% +0.07
NXPI NXP Semiconductors NV Add +1.5% 0.23% +0.06
TJX TJX Companies Inc. New 0.06% +0.06
SYF Synchrony Financial Add +11.0% 0.36% +0.05
EXPE Expedia Group Inc. Add +10.1% 0.39% +0.05
FIS Fidelity National Info Serv New 0.05% +0.05
GEN Gen Digital Inc. Add +3.7% 0.17% +0.04
KR Kroger Co. Add +68.7% 0.19% +0.04
MDB Mongodb Inc. New 0.03% +0.03
AIG American International Group Add +17.5% 0.34% +0.03
AMD Advanced Micro Devices Add +85.0% 0.04% +0.03
ROST Ross Stores Inc. Add +150.0% 0.05% +0.03
BMY Bristol-Myers Squibb Co. Add +13.9% 1.11% +0.03
NDSN Nordson Corp. Add +230.5% 0.03% +0.02
KEY Keycorp Add +66.2% 0.05% +0.02
INTC Intel Corp. New 0.02% +0.02
WDC Western Digital Corp. New 0.02% +0.02
GWW WW Grainger Inc. New 0.02% +0.02
CSL Carlisle Cos Inc. Add +7.9% 0.19% +0.02
PNR Pentair PLC Add +152.7% 0.03% +0.02
FE Firstenergy Corp. New 0.02% +0.02
KLAC KLA Corp. New 0.02% +0.02
NLY Annaly Capital Management Inc. Add +8.1% 0.19% +0.02
AMGN Amgen Inc. New 0.01% +0.01
FLEX Flex Ltd. Add +18.2% 0.02% +0.01
APP AppLovin Corp. Class A Add +47.0% 0.03% +0.01
OKTA Okta Inc. New 0.01% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 184$5.6BNVDA, GOOGL, AAPL, MSFT, AMZN
Q1 2026 185$5.3BNVDA, AMZN, GOOGL, C, AAPL
Q4 2025 177$7.2BMSFT, AMZN, TSLA, NVDA, GOOGL
Q3 2025 110$2.7BMSFT, GOOGL, AMZN, NVDA, META
Q2 2025 167$2.6BMSFT, AMZN, META, GOOGL, NVDA
Q1 2025 158$2.5BMSFT, AMZN, META, GOOGL, AAPL
Q4 2024 162$2.6BMSFT, AMZN, GOOGL, META, AAPL
Q3 2024 46$2.5BMSFT, GOOGL, AMZN, META, AAPL
Q2 2024 44$2.4BMSFT, GOOGL, AMZN, META, AAPL
Q1 2024 42$2.2BMSFT, GOOGL, AMZN, META, AAPL