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No.
1 PLTR Palantir Technologies Inc. 54.48% (57.11%) 127.38% — 3 5 — 7 21.76% — 2.18% Yes
2 ASML ASML Holding N.V. 10.49% (9.45%) 5.33% (24.44%) 10 10 3 1 2.20% 12.03% 41.13% Yes
3 NVDA NVIDIA Corporation 16.48% (57.04%) (39.95%) 690.13% 10 10 0 3 19.61% 41.35% 3.01% Yes
4 MA Mastercard Incorporated (1.17%) (5.92%) — (1.23%) 10 10 14 5 1.52% 14.34% 29.99% Yes
5 V Visa Inc. 1.01% 5.42% — (9.97%) 10 10 17 6 2.37% 5.33% 46.33% Yes
6 NFLX Netflix, Inc. 2.08% (54.39%) (27.34%) — 10 5 — 2 4.82% 11.10% 2.27% Yes
7 LLY Eli Lilly and Company 23.93% (15.76%) 2.42% (31.15%) 9 10 11 3 8.23% 8.05% 59.33% Yes
8 AMAT Applied Materials, Inc. (2.75%) 40.19% 65.26% — 10 10 0 0 0.59% (3.64%) 89.55% Yes
9 MSFT Microsoft Corporation 3.34% (16.28%) (1.75%) (8.40%) 10 10 16 3 2.20% (15.00%) 32.22% Yes
10 AXP American Express Company (7.36%) (2.87%) — 6.43% 10 10 4 0 — 2.54% 51.03% Yes