Instuitional Investor - Lrz Capital Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Amazon Com Inc	AMZN	89,216	$21,263,741	10.77%
2.	Taiwan Semiconductor Manufacturing Co Ltd	TSM	37,978	$18,137,153	9.19%
3.	S&P Global Inc.	SPGI	39,383	$16,039,121	8.13%
4.	Microsoft Corp	MSFT	38,110	$14,215,792	7.2%
5.	Nvidia Corp	NVDA	65,581	$13,122,102	6.65%