Motilal Oswal Mutual Fund
| Instrument | Industry / rating | Quantity | Value (₹ Cr) | % to NAV |
|---|---|---|---|---|
| Nvidia Corp Com | Semiconductors | 5.6 L | 1,177.2 | 8.52% |
| Apple Inc | Technology Hardware, Storage & Peripherals | 3.4 L | 1,025.35 | 7.42% |
| Microsoft Corp | Systems Software | 1.72 L | 830.29 | 6.01% |
| MICRON TECHNOLOGY INC COM | Semiconductors | 72,083 | 657.65 | 4.76% |
| Amazon Com Inc | Broadline Retail | 2.49 L | 615.69 | 4.46% |
| Advanced Micro Devices Inc | Semiconductors | 1.04 L | 466.87 | 3.38% |
| Alphabet Inc A | Interactive Media & Services | 1.35 L | 435.46 | 3.15% |
| Tesla Inc | Automobile Manufacturers | 1.16 L | 404.99 | 2.93% |
| Alphabet Inc | Interactive Media & Services | 1.26 L | 403.2 | 2.92% |
| Broadcom Inc | Semiconductors | 1.1 L | 386.87 | 2.8% |
| Meta Platforms Registered Shares A | Interactive Media & Services | 68,564 | 373.44 | 2.7% |
| Walmart Inc | Consumer Staples Merchandise Retail | 3.12 L | 311.17 | 2.25% |
| INTEL CORP | Semiconductors | 3.21 L | 273.64 | 1.98% |
| CISCO SYS INC COM | Communications Equipment | 2.52 L | 264.89 | 1.92% |
| Palantir Technologies Inc | Application Software | 1.47 L | 260.3 | 1.88% |
| Costco Wholesale Corp | Consumer Staples Merchandise Retail | 28,358 | 254.72 | 1.84% |
| Lam Research Corp | Semiconductor Materials & Equipment | 79,935 | 229.34 | 1.66% |
| APPLIED MATLS INC COM | Semiconductor Materials & Equipment | 50,749 | 221.37 | 1.6% |
| Netflix Inc | Movies & Entertainment | 2.69 L | 207.59 | 1.5% |
| Palo Alto Networks | Systems Software | 52,157 | 189.67 | 1.37% |
| Space Exploration Technologies Corporation | Alternative Carriers | 1.23 L | 167.52 | 1.21% |
| Texas Instruments Inc | Semiconductors | 58,172 | 144.43 | 1.05% |
| Crowdstrike Holdings Inc | Systems Software | 65,090 | 143.08 | 1.04% |
| Sandisk Corporation | Technology Hardware, Storage & Peripherals | 9,466 | 141.13 | 1.02% |
| AMGEN INC | Biotechnology | 34,497 | 141.12 | 1.02% |
| KLA Corporation | Semiconductor Materials & Equipment | 83,495 | 139.41 | 1.01% |
| Linde PLC | Industrial Gases | 29,553 | 137.69 | 1% |
| T-Mobile US Inc | Wireless Telecommunication Services | 69,173 | 118.78 | 0.86% |
| PEPSICO INC | Soft Drinks & Non-alcoholic Beverages | 87,362 | 116.67 | 0.84% |
| Seagate Technology Holdings PLC | Technology Hardware, Storage & Peripherals | 14,332 | 112.98 | 0.82% |
| Marvell Technology Group Ltd | Semiconductors | 55,916 | 112.63 | 0.82% |
| GILEAD SCIENCES INC | Biotechnology | 79,359 | 110.52 | 0.8% |
| Coinbase Global Inc -Class A | Internet Services & Infrastructure | 77,954 | 109.32 | 0.79% |
| QUALCOMM INC | Semiconductors | 67,370 | 109.3 | 0.79% |
| ANALOG DEVICES INC COM | Semiconductors | 31,134 | 107.29 | 0.78% |
| ASML Holding NV | Semiconductor Materials & Equipment | 5,857 | 94.53 | 0.68% |
| WESTERN DIGITAL CORP COM | Technology Hardware, Storage & Peripherals | 22,032 | 94.46 | 0.68% |
| Booking Holdings Inc | Hotels, Resorts & Cruise Lines | 49,529 | 93.84 | 0.68% |
| VERTEX PHARMACEUTICALS INC COM USD0.01 | Biotechnology | 16,223 | 84.06 | 0.61% |
| Intuitive Surgical Inc | Health Care Equipment | 22,638 | 81.19 | 0.59% |
| Fortinet Inc | Systems Software | 46,830 | 76.17 | 0.55% |
| Starbucks ORD | Restaurants | 72,848 | 73.66 | 0.53% |
| Adobe Inc | Application Software | 25,836 | 71.99 | 0.52% |
| AUTOMATIC DATA PROCESS COM | Human Resource & Employment Services | 25,550 | 69.58 | 0.5% |
| Arm Holdings Plc | Semiconductors | 27,102 | 62.39 | 0.45% |
| Constellation Energy Corp | Electric Utilities | 23,087 | 60.37 | 0.44% |
| Intuit Inc | Application Software | 17,484 | 59.78 | 0.43% |
| MercadoLibre Inc | Broadline Retail | 3,240 | 59.7 | 0.43% |
| AppLovin Corp | Advertising | 19,542 | 58.03 | 0.42% |
| DoorDash Inc | Restaurants | 26,292 | 57.98 | 0.42% |
| Comcast Corp - Class A | Integrated Telecommunication Services | 2.28 L | 57.69 | 0.42% |
| CSX Corp | Rail Transportation | 1.19 L | 57.09 | 0.41% |
| CADENCE DESIGN SYSTEM COM | Application Software | 17,630 | 56.84 | 0.41% |
| MARRIOTT INTERNATIONAL -CL A | Hotels, Resorts & Cruise Lines | 16,855 | 54.82 | 0.4% |
| Monster Beverage Corp | Soft Drinks & Non-alcoholic Beverages | 1.25 L | 54.63 | 0.4% |
| SYNOPSYS INC COM | Application Software | 12,239 | 51.2 | 0.37% |
| REGENERON PHARMACEUTIC COM | Biotechnology | 6,585 | 50.07 | 0.36% |
| CINTAS CORP COM | Diversified Support Services | 25,573 | 49.11 | 0.36% |
| Mondelez International Inc | Packaged Foods & Meats | 82,049 | 48.46 | 0.35% |
| Datadog Inc | Application Software | 21,146 | 47.7 | 0.35% |
| Airbnb Inc | Hotels, Resorts & Cruise Lines | 26,713 | 46.58 | 0.34% |
| ROSS STORES INC COM | Apparel Retail | 20,591 | 44.78 | 0.32% |
| O'Reilly Automotive Inc | Automotive Retail | 52,970 | 44.76 | 0.32% |
| Warner Bros Discovery Inc | Movies & Entertainment | 1.6 L | 43.51 | 0.31% |
| Lumentum Holdings Inc | Communications Equipment | 4,973 | 43.29 | 0.31% |
| Honeywell International Inc | Industrial Conglomerates | 20,251 | 41.15 | 0.3% |
| American Electric Power Co Inc | Electric Utilities | 34,778 | 40.52 | 0.29% |
| PACCAR INC COM | Construction Machinery & Heavy Transportation Equipment | 33,639 | 39.74 | 0.29% |
| Baker Hughes Co | Oil & Gas Equipment & Services | 63,412 | 38.35 | 0.28% |
| Monolithic Power Systems Inc | Semiconductors | 3,140 | 37.88 | 0.27% |
| NXP Semiconductors N.V. | Semiconductors | 16,138 | 34.5 | 0.25% |
| FASTENAL CO | Trading Companies & Distributors | 73,381 | 34.43 | 0.25% |
| Diamondback Energy Inc | Oil & Gas Exploration & Production | 17,981 | 34.3 | 0.25% |
| PINDUODUO INC-ADR | Broadline Retail | 42,693 | 34.13 | 0.25% |
| Teradyne Inc | Semiconductor Materials & Equipment | 10,006 | 33.31 | 0.24% |
| AUTODESK INC COM | Application Software | 13,487 | 33.18 | 0.24% |
| Astera Labs Inc | Semiconductors | 10,956 | 30.96 | 0.22% |
| Honeywell Aerospace Inc | Aerospace & Defense | 20,251 | 30.47 | 0.22% |
| Coca-Cola Europacific Partners | Soft Drinks & Non-alcoholic Beverages | 28,501 | 29.3 | 0.21% |
| XCEL ENERGY INC COM | Electric Utilities | 39,902 | 28.74 | 0.21% |
| Paypal Holdings Inc | Transaction & Payment Processing Services | 56,383 | 28.26 | 0.2% |
| Axon Enterprise Inc | Aerospace & Defense | 5,152 | 27.78 | 0.2% |
| PAYCHEX INC COM | Human Resource & Employment Services | 22,901 | 27.75 | 0.2% |
| Nebius Group N.V. | Systems Software | 14,088 | 27.66 | 0.2% |
| EXELON CORP | Electric Utilities | 65,402 | 27.21 | 0.2% |
| Microstrategy Inc | Application Software | 21,145 | 26.75 | 0.19% |
| IDEXX Laboratories Inc | Health Care Equipment | 5,042 | 26.71 | 0.19% |
| Keurig Dr Pepper Inc | Soft Drinks & Non-alcoholic Beverages | 86,965 | 26.37 | 0.19% |
| Roper Technologies Ord | Application Software | 6,450 | 26.06 | 0.19% |
| Ferrovial SE | Construction & Engineering | 45,987 | 25.62 | 0.19% |
| Old Dominion Freight Line Inc | Cargo Ground Transportation | 13,293 | 25.29 | 0.18% |
| Thomson Reuters Corp | Research & Consulting Services | 24,357 | 24.88 | 0.18% |
| TAKE-TWO INTERACTIVE S COM | Interactive Home Entertainment | 11,868 | 24.81 | 0.18% |
| Microchip Technology Inc | Semiconductors | 34,649 | 24.22 | 0.18% |
| Workday Inc | Application Software | 12,848 | 24.14 | 0.17% |
| CoreWeave Inc | Internet Services & Infrastructure | 28,608 | 23.11 | 0.17% |
| Rocket Lab Corporation | Aerospace & Defense | 36,993 | 22.5 | 0.16% |
| Dexcom Inc | Health Care Equipment | 24,664 | 21.37 | 0.15% |
| GE Healthcare Technologies Inc. | Health Care Equipment | 29,076 | 19.71 | 0.14% |
| Alnylam Pharmaceuticals Inc | Biotechnology | 8,534 | 19.55 | 0.14% |
| Copart | Diversified Support Services | 59,176 | 18.58 | 0.13% |
| The Kraft Heinz Company | Packaged Foods & Meats | 75,793 | 18.51 | 0.13% |
| Net Receivables / (Payables) | — | — | 7.03 | 0.11% |
Percentages are the AMC’s own filed figures. Rows without a ticker are instruments outside the listed equity universe — government securities, money-market paper, TREPS and net receivables — and are kept so the portfolio still totals 100%.