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Holdings and names you keep on the desk.

· 24 one-off(s)

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ADBE
ADOBE INC.
P/E 13.2 P/OE 11.3 OE yld 8.9%
Price $247.09 g* -9.1% OE $8.5B
KODK
EASTMAN KODAK CO
P/E -9.3 P/OE n/a OE yld n/a
Price $8.93 g* n/a OE n/a
NVDA
NVIDIA CORP
P/E 27.2 P/OE 42.5 OE yld 2.4%
Price $217.09 g* 43.8% OE $123.4B
OLED
UNIVERSAL DISPLAY CORP PA
P/E 18.9 P/OE 18.8 OE yld 5.3%
Price $80.24 g* 9.6% OE $196M
ORCL
ORACLE CORP
P/E 20.9 P/OE n/a OE yld -6.4%
Price $129.59 g* 41.7% OE $-25.3B
PYPL
PayPal Holdings, Inc.
P/E 9.9 P/OE 8.7 OE yld 11.5%
Price $56.51 g* -12.1% OE $5.6B
SPCX
SPACE EXPLORATION TECHNOLOGIES CORP
P/E n/a P/OE n/a OE yld n/a
Price $147.96 g* n/a OE n/a
UPWK
UPWORK, INC
P/E 10.4 P/OE 7.7 OE yld 13.0%
Price $8.52 g* -26.2% OE $138M