Invests in large- and mega-cap technology companies with leadership positions across artificial intelligence infrastructure, semiconductors, semiconductor equipment, cloud computing, data infrastructure, electronic design automation, enterprise software, connectivity, and digital platforms. The focus is on businesses with global scale, mission-critical products, strong research and development capabilities, durable competitive advantages, resilient margins, and the capacity to compound value through innovation, reinvestment, and disciplined capital allocation.
Updated 2026-07-03