Instuitional Investor - Augustine Asset Management Inc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Applovin Corp	APP	267,690	$192,345,973	38.7%
2.	Apple Inc.	AAPL	138,073	$35,157,625	7.07%
3.	Microsoft Corp	MSFT	56,718	$29,376,869	5.91%
4.	Taiwan Semiconductor Mfg Co Ltd	TSM	94,388	$26,361,725	5.3%
5.	Kodiak Gas Services Inc.	KGS	609,333	$22,527,041	4.53%