| Issuer | % book | Business |
|---|
| $NVDA · NVIDIA CORPORATION | 21.0% | GPUs and AI accelerator chips |
| $MSFT · MICROSOFT CORP | 14.5% | Windows, Office, Azure cloud, Xbox, AI software |
| $AMZN · AMAZON COM INC | 12.2% | E-commerce, AWS cloud computing, advertising, devices |
| $CHTR · CHARTER COMMUNICATIONS INC N | 11.3% | Cable broadband and pay-TV provider (Spectrum) |
| $TSM · TAIWAN SEMICONDUCTOR MFG LTD | 10.9% | World's largest contract chip manufacturer (foundry) |
| $BKNG · BOOKING HOLDINGS INC | 10.2% | Online travel reservations (Booking.com, Priceline) |
| $GOOGL · ALPHABET INC | 8.5% | Google parent — search, ads, YouTube, Android, Google Cloud |
| $TEAM1EUR · ATLASSIAN CORPORATION | 6.4% | Team collaboration software (Jira, Confluence) |
| $V · VISA INC | 5.1% | Global card payment network |