 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 18.8% | 15.71% | $108.5M | 227,114 | $80.2M | 237,394 | -10,280-4.33% | Reduce |
 AMAZON COM INCAMZN |
| 11.99% | 11.83% | $69.2M | 290,255 | $60.5M | 290,255 | 00.00% | Unchanged |
 BROOKFIELD CORPBN |
| 11.42% | 12.2% | $65.9M | 1.5M | $62.3M | 1.5M | +5,810+0.38% | Add |
 SCHWAB CHARLES CORPSCHW |
| 11.28% | 12.94% | $65.1M | 705,304 | $66.1M | 703,529 | +1,775+0.25% | Add |
 VISA INCV |
| 9.94% | 9.9% | $57.4M | 167,238 | $50.5M | 167,238 | 00.00% | Unchanged |
 UBER TECHNOLOGIES INCUBER |
| 9.21% | 10.28% | $53.1M | 736,333 | $52.5M | 730,133 | +6,200+0.85% | Add |
 FLUTTER ENTMT PLCFLUT |
| 7.61% | 6.58% | $43.9M | 429,621 | $33.6M | 329,440 | +100,181+30.41% | Add |
 ALPHABET INCGOOGL |
| 7.44% | 6.74% | $42.9M | 120,157 | $34.4M | 119,742 | +415+0.35% | Add |
 ASML HLDG NVASML |
| 6.4% | 4.9% | $37.0M | 18,579 | $25.0M | 18,944 | -365-1.93% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 4.85% | 5.33% | $28.0M | 54,462 | $27.2M | 54,462 | 00.00% | Unchanged |
 LAS VEGAS SANDS CORP COMLVS |
| 0.89% | 3.3% | $5.2M | 111,517 | $16.9M | 313,000 | -201,483-64.37% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.13% | 0.14% | $750,585 | 1,500 | $718,800 | 1,500 | 00.00% | Unchanged |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.05% | 0.06% | $294,673 | 315 | $313,875 | 315 | 00.00% | Unchanged |
