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	$27,095,000	12.77%
2.	Meta Platforms Inc.	META	27,600	$15,907,536	7.5%
3.	Microsoft Corp	MSFT	39,000	$14,655,810	6.91%
4.	Eli Lilly & Co	LLY	17,000	$14,040,470	6.62%
5.	General Electric Co	GE	53,775	$10,763,066	5.07%