DRGTX Holdings List

As of Mar 31, 2025

No.	Symbol	Name	% Weight	Shares
1	META	Meta Platforms, Inc.	9.48%	208,210
2	MSFT	Microsoft Corporation	8.60%	290,000
3	NVDA	NVIDIA Corporation	8.37%	978,270
4	GOOG	Alphabet Inc.	7.96%	645,000
5	AAPL	Apple Inc.	7.78%	443,600
6	AVGO	Broadcom Inc.	4.85%	367,000
7	SHOP	Shopify Inc.	4.26%	565,200
8	AMZN	Amazon.com, Inc.	4.25%	282,500
9	TSLA	Tesla, Inc.	3.60%	176,000
10	NOW	ServiceNow, Inc.	3.14%	50,000
11	AMD	Advanced Micro Devices, Inc.	3.00%	370,000
12	AXON	Axon Enterprise, Inc.	2.91%	70,000
13	MELI	MercadoLibre, Inc.	2.54%	16,500
14	PANW	Palo Alto Networks, Inc.	2.23%	165,400
15	CRWD	CrowdStrike Holdings, Inc.	2.16%	77,400
16	MU	Micron Technology, Inc.	2.06%	300,000
17	ORCL	Oracle Corporation	1.66%	150,000
18	ANET	Arista Networks Inc	1.54%	252,000
19	TTD	The Trade Desk, Inc.	1.52%	351,600
20	MPWR	Monolithic Power Systems, Inc.	1.42%	31,000
21	QCOM	QUALCOMM Incorporated	1.18%	97,000
22	TOST	Toast, Inc.	1.17%	445,000
23	DELL	Dell Technologies Inc.	1.08%	150,000
24	ARM	Arm Holdings plc	1.05%	125,000
25	DDOG	Datadog, Inc.	0.98%	125,000

As of Mar 31, 2025

Showing 25 of 46

Subscribe to see the full list

Asset Allocation

Asset Class	% Weight
Stocks	99.87%
Cash	0.13%