PBCAY ONE RSC LTD
Latest 13F filing data - Q1 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AMZN | 751K | $142.94M |
 | TSM | 446K | $74.10M |
 | MSFT | 421K | $157.89M |
 | AVGO | 399K | $66.75M |
 | DHR | 272K | $55.74M |
 | SHW | 250K | $87.12M |
 | NVDA | 147K | $15.90M |
 | INTU | 99K | $60.80M |
 | GEV | 91K | $27.84M |
 | SPGI | 79K | $40.09M |
 | META | 65K | $37.46M |
 | FICO | 21K | $39.47M |
 | MELI | 9K | $18.22M |
Amazon.com, Inc.
AMZN
Shares Held
751K
Value
$142.94M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
446K
Value
$74.10M
Microsoft Corporation
MSFT
Shares Held
421K
Value
$157.89M
Broadcom Inc.
AVGO
Shares Held
399K
Value
$66.75M
Danaher Corporation
DHR
Shares Held
272K
Value
$55.74M
The Sherwin-Williams Company
SHW
Shares Held
250K
Value
$87.12M
NVIDIA Corporation
NVDA
Shares Held
147K
Value
$15.90M
Intuit Inc.
INTU
Shares Held
99K
Value
$60.80M
GE Vernova Inc.
GEV
Shares Held
91K
Value
$27.84M
S&P Global Inc.
SPGI
Shares Held
79K
Value
$40.09M
Meta Platforms, Inc.
META
Shares Held
65K
Value
$37.46M
Fair Isaac Corporation
FICO
Shares Held
21K
Value
$39.47M
MercadoLibre, Inc.
MELI
Shares Held
9K
Value
$18.22M