Instuitional Investor - Codex Capital Asset Management L.l.c.

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Nvidia Corp	NVDA	250,000	$46,645,000	17.56%
2.	Meta Platforms Inc.	META	27,600	$20,268,888	7.63%
3.	Microsoft Corp	MSFT	39,000	$20,200,050	7.61%
4.	Genie Energy Ltd.	GNE	53,775	$16,176,596	6.09%
5.	Ge Vernova Inc.	GEV	23,365	$14,361,064	5.41%