Instuitional Investor - Codex Capital Asset Management L.l.c.

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Nvidia Corp	NVDA	228,000	$42,522,000	15.45%
2.	Eli Lilly & Co	LLY	18,380	$19,752,618	7.18%
3.	Microsoft Corp	MSFT	38,600	$18,667,732	6.78%
4.	Meta Platforms Inc.	META	25,500	$16,832,295	6.12%
5.	Genie Energy Ltd.	GNE	54,325	$16,733,730	6.08%