Nicollet Investment Management, Inc.

**Nicollet Investment Management, Inc.** manages $316M across a portfolio of 74 positions, exhibiting a concentrated focus on mega-cap technology leaders. Top holdings are heavily weighted toward the "Magnificent Seven," including AMZN ($22.9M), MSFT ($21.7M), and AAPL ($20.7M). The fund maintains significant exposure to key growth names such as GOOG ($20.1M) and META ($15.1M), alongside semiconductor leaders like NVDA ($12.8M). This structure suggests a conviction-driven, large-cap growth mandate.

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