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Holdings and names you keep on the desk.

· 18 one-off(s)

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ADBE
ADOBE INC.
P/E 12.9 P/OE 11.0 OE yld 9.1%
Price $240.68 g* -5.1% OE $8.5B
KODK
EASTMAN KODAK CO
P/E -9.1 P/OE n/a OE yld n/a
Price $8.78 g* n/a OE n/a
NVDA
NVIDIA CORP
P/E 27.7 P/OE 43.3 OE yld 2.3%
Price $221.30 g* 12.7% OE $123.4B
OLED
UNIVERSAL DISPLAY CORP PA
P/E 17.6 P/OE 17.6 OE yld 5.7%
Price $74.95 g* 1.0% OE $196M
ORCL
ORACLE CORP
P/E 21.0 P/OE n/a OE yld -6.4%
Price $130.55 g* n/a OE $-25.3B
PYPL
PayPal Holdings, Inc.
P/E 9.5 P/OE 10.8 OE yld 9.3%
Price $56.10 g* -5.4% OE $4.5B
SPCX
SPACE EXPLORATION TECHNOLOGIES CORP
P/E n/a P/OE n/a OE yld n/a
Price $152.16 g* n/a OE n/a
UPWK
UPWORK, INC
P/E 10.3 P/OE 7.6 OE yld 13.1%
Price $8.43 g* -10.1% OE $138M