Instuitional Investor - Nearwater Capital Markets, Ltd

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	1,250,000	$836,625,000	11.19%
2.	Nvidia Corp	NVDA	4,130,200	$770,612,716	10.3%
3.	Microsoft Corp	MSFT	938,675	$486,186,716	6.5%
4.	Apple Inc.	AAPL	1,368,900	$348,563,007	4.66%
5.	Broadcom Inc.	AVGO	844,000	$278,444,040	3.72%