 AMAZON COM INCAMZN |
| 12.19% | 12.21% | $21.7M | 90,850 | $20.4M | 98,114 | -7,264-7.40% | Reduce |
 MICROSOFT CORPMSFT |
| 10.15% | 10.8% | $18.0M | 48,332 | $18.1M | 48,831 | -499-1.02% | Reduce |
 META PLATFORMS INCMETA |
| 8.26% | 9% | $14.7M | 26,035 | $15.1M | 26,320 | -285-1.08% | Reduce |
| KKKR & CO INC COMKKR |
| 7.86% | 7.36% | $14.0M | 152,196 | $12.3M | 133,126 | +19,070+14.32% | Add |
 ALPHABET INCGOOGL |
| 7.17% | 8.64% | $12.7M | 35,619 | $14.5M | 50,255 | -14,636-29.12% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 6.16% | 5.76% | $10.9M | 22,908 | $9.6M | 28,522 | -5,614-19.68% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 5.63% | 3.28% | $10.0M | 19,485 | $5.5M | 10,997 | +8,488+77.18% | Add |
 VISA INCV |
| 5.47% | 1.58% | $9.7M | 28,323 | $2.6M | 8,760 | +19,563+223.32% | Add |
 S&P GLOBAL INCSPGI |
| 4.67% | 3.79% | $8.3M | 20,388 | $6.3M | 14,913 | +5,475+36.71% | Add |
 FLOOR & DECOR HLDGS INCFND |
| 4.61% | 4.24% | $8.2M | 137,930 | $7.1M | 139,546 | -1,616-1.16% | Reduce |
 SERVICENOW INCNOW |
| 4.23% | 4.76% | $7.5M | 75,644 | $8.0M | 76,136 | -492-0.65% | Reduce |
 SALESFORCE INCCRM |
| 4.16% | 4.25% | $7.4M | 47,215 | $7.1M | 38,089 | +9,126+23.96% | Add |
 UBER TECHNOLOGIES INCUBER |
| 4.05% | 3.66% | $7.2M | 99,757 | $6.1M | 85,122 | +14,635+17.19% | Add |
| DDOORDASH INCDASH |
| 3.84% | 3.34% | $6.8M | 36,976 | $5.6M | 37,217 | -241-0.65% | Reduce |
 MONGODB INC CL AMDB |
| 3.42% | 3.44% | $6.1M | 18,090 | $5.8M | 23,499 | -5,409-23.02% | Reduce |
 BLACKSTONE INCBX |
| 3.25% | 3.4% | $5.8M | 49,116 | $5.7M | 49,481 | -365-0.74% | Reduce |
| UUNITY SOFTWARE INCU |
| 2.09% | 1.71% | $3.7M | 129,796 | $2.9M | 130,429 | -633-0.49% | Reduce |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 1.83% | 3.41% | $3.2M | 26,345 | $5.7M | 36,307 | -9,962-27.44% | Reduce |
 MODERNA INCMRNA |
| 0.79% | 0.61% | $1.4M | 19,950 | $1.0M | 20,058 | -108-0.54% | Reduce |
| IISHARES INCURTH |
| 0.18% | 0.18% | $313,687 | 1,548 | $293,073 | 1,628 | -80-4.91% | Reduce |
