TMFG Holdings List

As of Aug 18, 2025

No.	Symbol	Name	% Weight	Shares
1	TYO: 7974	Nintendo Co., Ltd.	6.51%	268,848
2	AMZN	Amazon.com, Inc.	5.89%	102,905
3	GOOG	Alphabet Inc.	4.53%	89,179
4	MA	Mastercard Incorporated	4.37%	30,358
5	AXON	Axon Enterprise, Inc.	4.23%	22,666
6	TSX: WCN	Waste Connections, Inc.	4.18%	91,317
7	COST	Costco Wholesale Corporation	3.53%	14,644
8	ICT.PM	International Container Terminal Services Inc	3.39%	1,610,522
9	WSO	Watsco, Inc.	3.28%	31,915
10	BAM	Brookfield Asset Management Ltd.	2.98%	195,620
11	ICLR	ICON Public Limited Company	2.92%	67,025
12	LON: CBG	Close Brothers Group plc	2.87%	1,658,964
13	FAST	Fastenal Company	2.80%	231,484
14	MELI	MercadoLibre, Inc.	2.79%	4,715
15	AMT	American Tower Corporation	2.71%	53,058
16	LON: LSEG	London Stock Exchange Group plc	2.71%	87,277
17	AON	Aon plc	2.68%	29,443
18	DXCM	DexCom, Inc.	2.57%	128,055
19	TSM	Taiwan Semiconductor Manufacturing Company Limited	2.54%	42,926
20	EQIX	Equinix, Inc.	2.45%	12,642
21	YUMC	Yum China Holdings, Inc.	2.35%	211,994
22	SNEX	StoneX Group Inc.	2.19%	96,178
23	CRM	Salesforce, Inc.	2.18%	36,253
24	ETR: P911	Dr. Ing. h.c. F. Porsche AG	1.94%	146,287
25	LON: AHT	Ashtead Group plc	1.84%	102,851

As of Aug 18, 2025