| Issuer | % book | Δ shares | Since add | Conviction | Business | Tags |
|---|
| $AMZN · AMAZON COM INC | 6.7% | +36% | +7% | Med | Amazon.com is a technology and retail company operating online marketplaces, Amazon Web Services (AWS) cloud computing, advertising, streaming media, and consumer devices. | NASDAQS&PSerenityBitget → |
| $BKNG · BOOKING HOLDINGS INC | 4.9% | +2317% | -8% | Med | Booking Holdings operates online travel-reservation platforms including Booking.com, Priceline, Agoda, Kayak, and OpenTable, connecting travelers with lodging, flights, rental cars, and restaurants. | NASDAQS&PBitget → |
| CHUBB LIMITED | 4.8% | +26% | — | Med | Chubb is a global property-and-casualty insurer providing commercial and personal insurance, along with life insurance and reinsurance, across many countries. | |
| $PGR · PROGRESSIVE CORP | 4.8% | +27% | -5% | Med | The Progressive Corporation is one of the largest US auto insurers, also offering property, commercial, and other personal insurance products directly and through agents. | S&PCitrini |
| Issuer | % book | Since entry | Business | Tags |
|---|
| $TSM · TAIWAN SEMICONDUCTOR MANUFAC | 10.4% | +276% Q2 '21 | Taiwan Semiconductor Manufacturing (TSMC) is the world's largest dedicated semiconductor foundry, manufacturing advanced logic chips on a contract basis for fabless chip designers. | CitriniSerenityBitget → |
| $GOOGL · ALPHABET INC | 9.4% | +168% Q3 '23 | Alphabet is the holding company for Google, generating revenue from search and advertising, YouTube, Android, Google Cloud, and other technology businesses. | NASDAQS&PCitriniSerenityBitget → |
| $META · META PLATFORMS INC | 8.9% | +145% Q3 '23 | Meta Platforms operates social media and messaging services including Facebook, Instagram, WhatsApp, and Messenger, generating most revenue from digital advertising and investing in AI and metaverse technologies. | NASDAQS&PCitriniSerenityBitget → |
| $AAPL · APPLE INC | 7.8% | +160% ≥Q2 '21 | Apple designs and sells consumer electronics including the iPhone, Mac, iPad, and wearables, along with software and services such as the App Store and iCloud. | NASDAQS&PCitriniSerenityBitget → |
| $MSFT · MICROSOFT CORP | 6.9% | +92% ≥Q2 '21 | Microsoft develops and licenses software, cloud services, and devices, including the Windows operating system, Office and Microsoft 365 productivity apps, the Azure cloud platform, and Xbox gaming, with growing AI offerings. | NASDAQS&PSerenityBitget → |
| $AMZN · AMAZON COM INC | 6.7% | +10% Q4 '25 | Amazon.com is a technology and retail company operating online marketplaces, Amazon Web Services (AWS) cloud computing, advertising, streaming media, and consumer devices. | NASDAQS&PSerenityBitget → |
| $V · VISA INC | 6.3% | +57% Q3 '23 | Visa operates a global electronic-payments network that processes card and digital transactions between consumers, merchants, and financial institutions. | S&PCitriniBitget → |
| $MSI · MOTOROLA SOLUTIONS INC | 5.6% | +116% ≥Q2 '21 | Motorola Solutions provides mission-critical communications equipment, land-mobile radios, software, video security, and command-center systems for public-safety agencies and enterprises. | S&P |
| $ODFL · OLD DOMINION FREIGHT LINE IN | 4.9% | +42% ≥Q2 '21 | Old Dominion Freight Line is a less-than-truckload (LTL) motor carrier that provides regional and national freight transportation and logistics services across North America. | NASDAQS&P |
| $BKNG · BOOKING HOLDINGS INC | 4.9% | +33% Q3 '23 | Booking Holdings operates online travel-reservation platforms including Booking.com, Priceline, Agoda, Kayak, and OpenTable, connecting travelers with lodging, flights, rental cars, and restaurants. | NASDAQS&PBitget → |