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Goldstream Capital Management Ltd

All holdings · as of Dec 31, 2025

52 positions

CompanyClassValueShares% of portfolio
NVIDIA Corp—$37.76M202,45915.5%
MICROSOFT CORP—$25.05M51,80310.3%
Alphabet Inc.—$24.49M78,04110.1%
Apple Inc.—$24.17M88,9009.9%
Amazon.com Inc—$17.25M74,7517.1%
Meta Platforms Inc—$15.74M23,8426.5%
Broadcom Inc.—$13.45M38,8715.5%
Tesla Inc—$12.36M27,4875.1%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$11.31M37,2234.7%
INVESCO QQQ TR—$8.88M14,4523.7%
CrowdStrike Holdings, Inc.—$6.56M14,0052.7%
MongoDB, Inc.—$3.87M9,2141.6%
LUMENTUM HLDGS INC—$3.85M10,4521.6%
LAM RESEARCH CORP—$3.07M17,9081.3%
CIENA CORP—$3.05M13,0611.3%
GE Vernova Inc.—$2.88M4,4091.2%
Cloudflare, Inc.—$2.88M14,6001.2%
Vertiv Holdings Co—$2.68M16,5441.1%
CELESTICA INCCLSCommon Stock$2.68M9,0621.1%
Datadog, Inc.—$1.93M14,1860.8%
Snowflake Inc.—$1.92M8,7500.8%
Sandisk Corp—$1.54M6,5070.6%
Seagate Technology Holdings PLC—$1.44M5,2250.6%
JPMORGAN CHASE & CO—$1.24M3,8410.5%
SPDR S&P 500 ETF TR—$1.18M1,7320.5%
SPDR SERIES TRUST—$1.14M12,5040.5%
ELI LILLY & Co—$890.9K8290.4%
MICRON TECHNOLOGY INC—$882.2K3,0910.4%
Alphabet Inc.—$687.3K2,1960.3%
MCDONALD'S CORP—$666.9K2,1820.3%
Warren E. Buffett—$657.5K1,3080.3%
RTX Corp—$579.9K3,1620.2%
COCA COLA CO—$578.6K8,2760.2%
JOHNSON & JOHNSON—$534.3K2,5820.2%
MACOM Technology Solutions Holdings, Inc.—$513.8K3,0000.2%
Visa Inc—$483.6K1,3790.2%
EXXON MOBIL CORP—$440.7K3,6620.2%
Morgan Stanley—$422.0K2,3770.2%
CHEVRON CORP—$409.5K2,6870.2%
COSTCO WHOLESALE CORP /NEW—$355.3K4120.1%
LOCKHEED MARTIN CORP—$323.6K6690.1%
Monster Beverage Corp—$300.5K3,9190.1%
AbbVie Inc.—$294.1K1,2870.1%
PROCTER & GAMBLE Co—$290.3K2,0260.1%
Aon plc—$229.0K6490.1%
COLGATE PALMOLIVE CO—$216.2K2,7360.1%
Merck & Co., Inc.—$193.5K1,8380.1%
SYNOPSYS INC—$187.9K4000.1%
S&P Global Inc.—$161.5K3090.1%
GILEAD SCIENCES, INC.—$152.9K1,2460.1%
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