Instuitional Investor - Nearwater Capital Markets, Ltd

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	1,250,000	$776,125,000	12.42%
2.	Nvidia Corp	NVDA	4,216,300	$666,133,237	10.66%
3.	Meta Platforms Inc.	META	576,500	$425,508,885	6.81%
4.	Broadcom Inc.	AVGO	1,358,274	$374,408,228	5.99%
5.	Microsoft Corp	MSFT	716,575	$356,431,571	5.7%