 MICROSOFT CORPMSFT |
| 6.84% | 7.52% | $17.8M | 47,839 | $16.4M | 44,221 | +3,618+8.18% | Add |
 NVIDIA CORPORATIONNVDA |
| 5.11% | 5.33% | $13.3M | 66,597 | $11.6M | 66,597 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 5.04% | 4.81% | $13.1M | 55,160 | $10.5M | 50,281 | +4,879+9.70% | Add |
| AAlphabet Inc Class CGOOG |
| 4.81% | 4.22% | $12.5M | 35,518 | $9.2M | 32,058 | +3,460+10.79% | Add |
| KKASPI KZ JSCKSPI |
| 4.33% | 4.58% | $11.3M | 130,272 | $10.0M | 134,675 | -4,403-3.27% | Reduce |
 META PLATFORMS INCMETA |
| 4.05% | 4.16% | $10.6M | 18,777 | $9.1M | 15,838 | +2,939+18.56% | Add |
 APPLE INCAAPL |
| 2.91% | 2.8% | $7.6M | 26,229 | $6.1M | 24,019 | +2,210+9.20% | Add |
 Pdd Holdings Inc ADRPDD |
| 2.7% | 0.34% | $7.0M | 92,354 | $732,528 | 7,169 | +85,185+1,188.24% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 2.56% | 1.87% | $6.7M | 14,005 | $4.1M | 12,023 | +1,982+16.49% | Add |
| IISHARES TRGJS |
| 2.31% | 2.21% | $6.0M | 264,514 | $4.8M | 209,805 | +54,709+26.08% | Add |
 JD COM INCJD |
| 2.1% | 2.4% | $5.5M | 215,397 | $5.2M | 177,032 | +38,365+21.67% | Add |
 NU HLDGS LTDNU |
| 1.91% | 1.99% | $5.0M | 372,669 | $4.3M | 302,314 | +70,355+23.27% | Add |
 VISA INCV |
| 1.81% | 1.64% | $4.7M | 13,780 | $3.6M | 11,813 | +1,967+16.65% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.8% | 1.41% | $4.7M | 9,375 | $3.1M | 6,393 | +2,982+46.64% | Add |
 BOOKING HOLDINGS INC COMBKNG |
| 1.78% | 1.87% | $4.6M | 26,048 | $4.1M | 965 | +25,083+2,599.27% | Add |
 FORTINET INCFTNT |
| 1.7% | 1.33% | $4.4M | 28,895 | $2.9M | 35,459 | -6,564-18.51% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 1.59% | 1.44% | $4.2M | 8,089 | $3.1M | 6,262 | +1,827+29.18% | Add |
 BROADCOM INCAVGO |
| 1.4% | 1.37% | $3.7M | 9,673 | $3.0M | 9,673 | 00.00% | Unchanged |
 SALESFORCE INCCRM |
| 1.21% | 0.93% | $3.2M | 20,117 | $2.0M | 10,876 | +9,241+84.97% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.13% | 1.33% | $3.0M | 5,903 | $2.9M | 5,903 | 00.00% | Unchanged |
 UBER TECHNOLOGIES INCUBER |
| 1.11% | 0.83% | $2.9M | 40,119 | $1.8M | 25,111 | +15,008+59.77% | Add |
 S&P GLOBAL INCSPGI |
| 1.11% | 1.26% | $2.9M | 7,090 | $2.7M | 6,428 | +662+10.30% | Add |
 JPMORGAN CHASE & COJPM |
| 1.1% | 1.19% | $2.9M | 8,773 | $2.6M | 8,773 | 00.00% | Unchanged |
 RESMED INCRMD |
| 1.01% | 1.09% | $2.6M | 13,498 | $2.4M | 10,548 | +2,950+27.97% | Add |
 MCKESSON CORP COMMCK |
| 0.91% | 0.82% | $2.4M | 3,157 | $1.8M | 2,053 | +1,104+53.77% | Add |
 EDWARDS LIFESCIENCES CORPEW |
| 0.91% | 0.94% | $2.4M | 26,339 | $2.0M | 25,454 | +885+3.48% | Add |
 STRYKER CORPORATIONSYK |
| 0.91% | 0.82% | $2.4M | 7,556 | $1.8M | 5,425 | +2,131+39.28% | Add |
 AMERICAN EXPRESS COAXP |
| 0.84% | 0.9% | $2.2M | 6,494 | $2.0M | 6,494 | 00.00% | Unchanged |
 AUTOZONE INCAZO |
| 0.82% | 0.68% | $2.1M | 671 | $1.5M | 439 | +232+52.85% | Add |
 ARISTA NETWORKS INCANET |
| 0.81% | 0.46% | $2.1M | 12,436 | $1.0M | 8,218 | +4,218+51.33% | Add |
| DDECKERS OUTDOOR CORPSGVT |
| 0.8% | 0.7% | $2.1M | 21,022 | $1.5M | 15,186 | +5,836+38.43% | Add |
 ORACLE CORPORCL |
| 0.8% | 0.96% | $2.1M | 14,215 | $2.1M | 14,215 | 00.00% | Unchanged |
| BBANK OF AMER CORPBAC |
| 0.79% | 0.81% | $2.1M | 36,333 | $1.8M | 36,333 | 00.00% | Unchanged |
| PPROLOGIS INC. COMPLD |
| 0.79% | 0.92% | $2.1M | 15,234 | $2.0M | 15,234 | 00.00% | Unchanged |
 KLA CORPKLAC |
| 0.79% | 0.46% | $2.1M | 6,840 | $1.0M | 684 | +6,156+900.00% | Add |
 AUTOMATIC DATA PROCESSING INADP |
| 0.78% | 0.9% | $2.0M | 9,121 | $1.9M | 9,594 | -473-4.93% | Reduce |
 EMCOR GROUP INCEME |
| 0.78% | 1.05% | $2.0M | 2,449 | $2.3M | 3,083 | -634-20.56% | Reduce |
 PROGRESSIVE CORPPGR |
| 0.77% | 0.84% | $2.0M | 9,250 | $1.8M | 9,250 | 00.00% | Unchanged |
 ABBOTT LABORATORIESABT |
| 0.76% | 0.87% | $2.0M | 21,856 | $1.9M | 18,426 | +3,430+18.62% | Add |
 ADOBE INC COMADBE |
| 0.75% | 0.82% | $2.0M | 9,569 | $1.8M | 7,317 | +2,252+30.78% | Add |
 WELLTOWER INC COMWELL |
| 0.74% | 0.39% | $1.9M | 8,538 | $848,176 | 4,290 | +4,248+99.02% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.74% | 0.52% | $1.9M | 3,322 | $1.1M | 5,536 | -2,214-39.99% | Reduce |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 0.73% | 0.88% | $1.9M | 20,656 | $1.9M | 20,656 | 00.00% | Unchanged |
 ROBINHOOD MKTS INCHOOD |
| 0.72% | — | $1.9M | 18,737 | $0 | 0 | +18,737 | New Buy |
 ZOETIS INC CL AZTS |
| 0.71% | 1.39% | $1.9M | 25,944 | $3.0M | 25,592 | +352+1.38% | Add |
 SMITH A O CORPAOS |
| 0.71% | 0.59% | $1.9M | 29,539 | $1.3M | 19,526 | +10,013+51.28% | Add |
 MSCI INCMSCI |
| 0.7% | 0.99% | $1.8M | 3,250 | $2.2M | 3,997 | -747-18.69% | Reduce |
 EQUINIX INCEQIX |
| 0.69% | 0.78% | $1.8M | 1,723 | $1.7M | 1,723 | 00.00% | Unchanged |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.69% | 0.55% | $1.8M | 4,158 | $1.2M | 7,234 | -3,076-42.52% | Reduce |
 PHILIP MORRIS INTL INCPM |
| 0.69% | 0.51% | $1.8M | 9,914 | $1.1M | 6,756 | +3,158+46.74% | Add |
