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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 13.1 P/OE 11.2 OE yld 8.9%
Price $245.20 g* -6.8% OE $8.5B
KODK
EASTMAN KODAK CO
P/E -9.2 P/OE n/a OE yld n/a
Price $8.85 g* n/a OE n/a
NVDA
NVIDIA CORP
P/E 26.8 P/OE 41.9 OE yld 2.4%
Price $214.13 g* 25.2% OE $123.4B
OLED
UNIVERSAL DISPLAY CORP PA
P/E 18.3 P/OE 18.3 OE yld 5.5%
Price $77.95 g* 4.9% OE $196M
ORCL
ORACLE CORP
P/E 20.7 P/OE n/a OE yld -6.5%
Price $128.23 g* 25.1% OE $-25.3B
PYPL
PayPal Holdings, Inc.
P/E 9.9 P/OE 8.7 OE yld 11.5%
Price $56.70 g* -8.4% OE $5.6B
SPCX
SPACE EXPLORATION TECHNOLOGIES CORP
P/E n/a P/OE n/a OE yld n/a
Price $146.03 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* -18.9% OE $138M