Hedge Fund - Sustainable Insight Capital Management

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No. Security Ticker Shares Value Activity % Port History
1. AAPL 101,987 $25,968,950 +22% 8.16%
2. AVGO 69,354 $22,880,578 +30% 7.19%
3. LRCX 169,480 $22,693,372 NEW 7.13%
4. PANW 108,953 $22,185,010 +56% 6.97%
5. NVDA 104,656 $19,526,716 +4% 6.14%