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Top holdings
#Stock% of portfolioThis quarter
1NVDANvidia Corp3.2%Reduced -18%
2GOOGLAlphabet Inc2.0%Reduced -41%
3AVGOBroadcom Inc2.0%Reduced -28%
4AMZNAmazon.com Inc2.0%Reduced -54%
5LRCXLam Research Corp1.7%Reduced -40%
6AMDAdvanced Micro Devices1.3%Reduced -58%
7MSFTMicrosoft Corp1.1%Reduced -34%
8NEMNewmont Corp1.0%Added +16%
9AMATApplied Materials Inc0.9%Reduced -48%
10ORCLOracle Corp0.9%Reduced -10%
17 of these holdings are also in the Super Master top 50.
The remaining holdings and the full Super Master list are for members.
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