| Issuer | % book | Business |
|---|
| $V · VISA INC | 12.3% | Global card payment network |
| $AMZN · AMAZON COM INC | 10.5% | E-commerce, AWS cloud computing, advertising, devices |
| $CRM · SALESFORCE INC | 9.8% | Cloud CRM and enterprise software |
| $BLK · BLACKROCK INC | 9.2% | World's largest asset manager (iShares) |
| $META · META PLATFORMS INC | 9.2% | Facebook, Instagram, WhatsApp; digital ads and AI |
| $RKT · ROCKET COS INC | 7.0% | Online mortgage lender (Rocket Mortgage) |
| $TOST · TOAST INC | 6.0% | Restaurant point-of-sale and management software |
| $LLYVK · LIBERTY LIVE HOLDINGS INC | 5.9% | Tracking stock for Liberty's Live Nation stake |
| $RBLX · ROBLOX CORP | 5.8% | Online gaming and user-generated-content platform |
| $KKR · KKR & CO INC | 5.3% | Global private equity and alternative asset manager |