The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | |||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | ||||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | BBG000BBQCY0 | 1,129,437,731 | 7,661,880 | SH | SOLE | 7,193,437 | 0 | 468,443 | ||
| ALCOA CORP | COM | 013872106 | BBG00B3T3HD3 | 116,611,160 | 3,429,740 | SH | SOLE | 3,226,824 | 0 | 202,916 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | BBG009S3NB30 | 2,837,330,443 | 20,132,906 | SH | SOLE | 17,948,602 | 0 | 2,184,304 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JX6 | 279,780,212 | 2,002,865 | SH | SOLE | 1,915,930 | 0 | 86,935 | ||
| AMAZON COM INC | COM | 023135106 | BBG000BVPV84 | 1,661,165,338 | 10,933,035 | SH | SOLE | 9,567,065 | 0 | 1,365,970 | ||
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | BBG000BBDZG3 | 3,741,290 | 55,222 | SH | SOLE | 55,222 | 0 | 0 | ||
| AON PLC | SHS CL A | G0403H108 | BBG00SSQFPK6 | 511,772,348 | 1,758,547 | SH | SOLE | 1,758,547 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | BBG000BBPFB9 | 6,493,172 | 40,064 | SH | SOLE | 20,828 | 0 | 19,236 | ||
| APPLOVIN CORP | COM CL A | 03831W108 | BBG006HFPX77 | 1,023,737,812 | 25,689,782 | SH | SOLE | 22,823,957 | 0 | 2,865,825 | ||
| ARCH RESOURCES INC | CL A | 03940R107 | BBG00DZB5D77 | 6,726,212 | 40,534 | SH | SOLE | 40,534 | 0 | 0 | ||
| ARM HOLDINGS PLC | SPONSORED ADR | 042068205 | BBG01J1GXZF0 | 1,154,921,465 | 15,369,239 | SH | SOLE | 14,451,157 | 0 | 918,082 | ||
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | BBG000K6MRN4 | 1,031,753,110 | 1,363,094 | SH | SOLE | 1,310,451 | 0 | 52,643 | ||
| ASTRAZENECA PLC | SPONSORED ADR | 046353108 | BBG000BZ0DK8 | 933,362,095 | 13,858,383 | SH | SOLE | 12,360,581 | 0 | 1,497,802 | ||
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | BBG000JG0547 | 1,330,725 | 5,712 | SH | SOLE | 5,712 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | BBG00KHY5S69 | 2,243,110,476 | 2,009,505 | SH | SOLE | 1,829,377 | 0 | 180,128 | ||
| CANADIAN NAT RES LTD | COM | 136385101 | BBG000HW5GX3 | 492,891,957 | 7,522,771 | SH | SOLE | 6,970,926 | 0 | 551,845 | ||
| CANADIAN NATL RY CO | COM | 136375102 | BBG000HS74G6 | 1,423,514 | 11,331 | SH | SOLE | 11,331 | 0 | 0 | ||
| CATERPILLAR INC | COM | 149123101 | BBG000BF0K17 | 6,249,281 | 21,136 | SH | SOLE | 21,136 | 0 | 0 | ||
| THE CIGNA GROUP | COM | 125523100 | BBG00KXRCDP0 | 217,485,253 | 726,282 | SH | SOLE | 658,461 | 0 | 67,821 | ||
| CME GROUP INC | COM | 12572Q105 | BBG000BHLYP4 | 5,662,823 | 26,889 | SH | SOLE | 26,889 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | BBG000DQTXY6 | 572,709,523 | 3,768,322 | SH | SOLE | 3,415,934 | 0 | 352,388 | ||
| DR REDDYS LABS LTD | ADR | 256135203 | BBG000NJ96L6 | 30,403,051 | 436,951 | SH | SOLE | 0 | 0 | 436,951 | ||
| ECOPETROL S A | SPONSORED ADS | 279158109 | BBG000RJ1Y75 | 145,266,465 | 12,186,784 | SH | SOLE | 10,781,246 | 0 | 1,405,538 | ||
| ENI S P A | SPONSORED ADR | 26874R108 | BBG000BBPZZ9 | 2,843,134 | 83,597 | SH | SOLE | 83,597 | 0 | 0 | ||
| EXXON MOBIL CORP | COM | 30231G102 | BBG000GZQ728 | 139,611,772 | 1,396,397 | SH | SOLE | 1,073,217 | 0 | 323,180 | ||
| FORD MTR CO DEL | COM | 345370860 | BBG000BQPC32 | 291,756,265 | 23,934,066 | SH | SOLE | 22,016,880 | 0 | 1,917,186 | ||
| FORTIS INC | COM | 349553107 | BBG000BYTHG6 | 1,231,787 | 29,797 | SH | SOLE | 29,797 | 0 | 0 | ||
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | BBG000C6CFJ5 | 279,753,349 | 725,182 | SH | SOLE | 681,512 | 0 | 43,670 | ||
| HALEON PLC | SPON ADS | 405552100 | BBG018GZNCH6 | 228,234 | 27,732 | SH | SOLE | 27,732 | 0 | 0 | ||
| HERSHEY CO | COM | 427866108 | BBG000BLHRS2 | 491,829 | 2,638 | SH | SOLE | 2,638 | 0 | 0 | ||
| HSBC HLDGS PLC | SPON ADR NEW | 404280406 | BBG000C1K7N0 | 5,738,721 | 141,557 | SH | SOLE | 141,557 | 0 | 0 | ||
| HUMANA INC | COM | 444859102 | BBG000BLKK03 | 283,344,560 | 618,913 | SH | SOLE | 563,110 | 0 | 55,803 | ||
| ICICI BANK LIMITED | ADR | 45104G104 | BBG000DRM643 | 1,384,826,932 | 58,088,378 | SH | SOLE | 51,164,223 | 0 | 6,924,155 | ||
| INTUIT | COM | 461202103 | BBG000BH5DV1 | 331,064,690 | 529,678 | SH | SOLE | 484,432 | 0 | 45,246 | ||
| ITAU UNIBANCO HLDG S A | SPON ADR REP PFD | 465562106 | BBG000BPVKZ4 | 23,387,598 | 3,365,122 | SH | SOLE | 1,477,736 | 0 | 1,887,386 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | BBG000DMBXR2 | 7,074,289 | 41,589 | SH | SOLE | 41,589 | 0 | 0 | ||
| LAM RESEARCH CORP | COM | 512807108 | BBG000BNFLM9 | 1,726,425,825 | 2,204,154 | SH | SOLE | 2,058,786 | 0 | 145,368 | ||
| ELI LILLY & CO | COM | 532457108 | BBG000BNBDC2 | 1,865,805,683 | 3,200,792 | SH | SOLE | 2,826,420 | 0 | 374,372 | ||
| MARTIN MARIETTA MATLS INC | COM | 573284106 | BBG000BGYMH7 | 95,884,081 | 192,187 | SH | SOLE | 179,713 | 0 | 12,474 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | BBG000F1ZSQ2 | 12,991,921 | 30,461 | SH | SOLE | 30,461 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | BBG000GQPB11 | 230,362,619 | 146,584 | SH | SOLE | 126,681 | 0 | 19,903 | ||
| MERCK & CO INC | COM | 58933Y105 | BBG000BPD168 | 4,024,146 | 36,912 | SH | SOLE | 36,912 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | BBG000MM2P62 | 3,948,279,739 | 11,154,593 | SH | SOLE | 9,947,732 | 0 | 1,206,861 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | BBG000C5Z1S3 | 362,990,703 | 4,253,465 | SH | SOLE | 3,849,409 | 0 | 404,056 | ||
| MICROSOFT CORP | COM | 594918104 | BBG000BPH459 | 2,616,608,922 | 6,958,326 | SH | SOLE | 6,022,273 | 0 | 936,053 | ||
| MONOLITHIC PWR SYS INC | COM | 609839105 | BBG000C30L48 | 30,271,763 | 47,991 | SH | SOLE | 44,939 | 0 | 3,052 | ||
| NEXTERA ENERGY INC | COM | 65339F101 | BBG000BJSBJ0 | 535,180 | 8,811 | SH | SOLE | 8,811 | 0 | 0 | ||
| NOVO-NORDISK A S | ADR | 670100205 | BBG000BQBKR3 | 49,809,106 | 481,480 | SH | SOLE | 481,417 | 0 | 63 | ||
| NVIDIA CORPORATION | COM | 67066G104 | BBG000BBJQV0 | 6,885,649,830 | 13,904,224 | SH | SOLE | 12,542,694 | 0 | 1,361,530 | ||
| ONEOK INC NEW | COM | 682680103 | BBG000BQHGR6 | 31,090,818 | 442,763 | SH | SOLE | 64,734 | 0 | 378,029 | ||
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 | BBG00LBLDDR2 | 420,521,129 | 2,874,179 | SH | SOLE | 2,513,412 | 0 | 360,767 | ||
| PEABODY ENERGY CORP | COM | 704551100 | BBG00GBV88T6 | 3,088,470 | 126,993 | SH | SOLE | 126,993 | 0 | 0 | ||
| PETROLEO BRASILEIRO SA PETRO | SPONSORED ADR | 71654V408 | BBG000BS6FX9 | 3,404,269,165 | 213,166,510 | SH | SOLE | 188,584,087 | 0 | 24,582,423 | ||
| PHILIP MORRIS INTL INC | COM | 718172109 | BBG000J2XL74 | 10,978,666 | 116,695 | SH | SOLE | 116,695 | 0 | 0 | ||
| PROCTER AND GAMBLE CO | COM | 742718109 | BBG000BR2TH3 | 4,011,386 | 27,374 | SH | SOLE | 27,374 | 0 | 0 | ||
| RIO TINTO PLC | SPONSORED ADR | 767204100 | BBG000FD28T3 | 5,591,276 | 75,091 | SH | SOLE | 75,091 | 0 | 0 | ||
| SCHLUMBERGER LTD | COM STK | 806857108 | BBG000BT41Q8 | 1,502,545,147 | 28,872,889 | SH | SOLE | 26,134,372 | 0 | 2,738,517 | ||
| SERVICENOW INC | COM | 81762P102 | BBG000M1R011 | 906,769,318 | 1,283,485 | SH | SOLE | 1,161,687 | 0 | 121,798 | ||
| SHELL PLC | SPON ADS | 780259305 | BBG0147BN6G2 | 245,763 | 3,735 | SH | SOLE | 3,735 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | BBG008HBD923 | 546,585,895 | 7,016,507 | SH | SOLE | 6,600,520 | 0 | 415,987 | ||
| SNOWFLAKE INC | CL A | 833445109 | BBG007DHGNJ4 | 300,598,455 | 1,510,545 | SH | SOLE | 1,383,005 | 0 | 127,540 | ||
| STRYKER CORPORATION | COM | 863667101 | BBG000DN7P92 | 1,494,006 | 4,989 | SH | SOLE | 4,989 | 0 | 0 | ||
| SYNOPSYS INC | COM | 871607107 | BBG000BSFRF3 | 563,171,999 | 1,093,729 | SH | SOLE | 988,002 | 0 | 105,727 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | BBG000BD8ZK0 | 710,070,816 | 6,827,604 | SH | SOLE | 6,214,419 | 0 | 613,185 | ||
| TARGET CORP | COM | 87612E106 | BBG000H8TVT2 | 2,848,258 | 19,999 | SH | SOLE | 19,999 | 0 | 0 | ||
| TEXAS INSTRS INC | COM | 882508104 | BBG000BVV7G1 | 6,364,976 | 37,340 | SH | SOLE | 37,340 | 0 | 0 | ||
| TOTALENERGIES SE | SPONSORED ADS | 89151E109 | BBG000CHZ857 | 7,354,730 | 109,153 | SH | SOLE | 109,048 | 0 | 105 | ||
| TRANSOCEAN LTD | REG SHS | H8817H100 | BBG000BH5LT6 | 25,676,485 | 4,043,541 | SH | SOLE | 161,908 | 0 | 3,881,633 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | BBG002B04MT8 | 793,149,974 | 12,882,085 | SH | SOLE | 11,695,291 | 0 | 1,186,794 | ||
| UNION PAC CORP | COM | 907818108 | BBG000BW3299 | 4,970,858 | 20,238 | SH | SOLE | 20,238 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | BBG000CH5208 | 1,803,901,616 | 3,426,409 | SH | SOLE | 2,996,877 | 0 | 429,532 | ||
| VALE S A | SPONSORED ADS | 91912E105 | BBG000BN5LG7 | 2,326,646 | 146,699 | SH | SOLE | 146,699 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | BBG000PSKYX7 | 1,112,982,671 | 4,274,948 | SH | SOLE | 3,717,876 | 0 | 557,072 | ||
| VISTRA CORP | COM | 92840M102 | BBG00DXDL6Q1 | 78,965,336 | 2,049,983 | SH | SOLE | 1,942,774 | 0 | 107,209 | ||
| WALMART INC | COM | 931142103 | BBG000BWXBC2 | 2,909,746 | 18,457 | SH | SOLE | 18,457 | 0 | 0 | ||
| ZOETIS INC | CL A | 98978V103 | BBG0039320N9 | 1,734,290 | 8,787 | SH | SOLE | 8,787 | 0 | 0 | ||