Instuitional Investor - J. Stern & Co. Llp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Nvidia Corp	NVDA	910,704	$169,919,152	12.86%
2.	Amphenol Corp	APH	805,073	$99,627,784	7.54%
3.	Meta Platforms Inc.	META	130,418	$95,776,371	7.25%
4.	Alphabet Inc.	GOOGL	392,166	$95,512,029	7.23%
5.	Amazon Com Inc	AMZN	425,078	$93,334,376	7.06%