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

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Nvidia Corp	NVDA	195,575	$44,665,419	15.14%
2.	Ge Vernova Inc.	GEV	20,622	$19,589,456	6.64%
3.	Microsoft Corp	MSFT	37,700	$19,336,330	6.55%
4.	Eli Lilly & Co	LLY	15,655	$18,114,087	6.14%
5.	Meta Platforms Inc.	META	24,860	$18,027,975	6.11%