Instuitional Investor - Davy Asset Management Ltd

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Tesla Inc.	TSLA	138,285	$61,498,105	4.17%
2.	Microsoft Corp	MSFT	92,533	$47,927,467	3.25%
3.	Taiwan Semiconductor Mfg Co Ltd	TSM	165,683	$46,273,605	3.14%
4.	Palantir Technologies Inc.	PLTR	204,471	$37,299,600	2.53%
5.	Roblox Corp	RBLX	258,762	$35,843,712	2.43%