Top holdings
#Stock% of portfolioThis quarter
1AMZNAmazon.com Inc15.9%Added +16%
2MUMicron Technology Inc15.1%Reduced -41%
3TSMTaiwan Semiconductor-Sp Adr10.6%Added +24%
4GOOGLAlphabet Inc8.8%Added +7%
5UBERUber Technologies Inc7.4%Added +22%
6METAMeta Platforms Inc5.1%Added +55%
7VSTVistra Corp4.7%Added +10%
8NVDANvidia Corp4.1%Added +4%
9NRGNrg Energy Inc3.4%Added +2%
10BABAAlibaba Group Holding-Sp Adr2.6%Reduced -42%
13 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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