 AMAZON COM INCAMZN |
| 10.77% | 10.53% | $21.3M | 89,216 | $21.0M | 100,990 | -11,774-11.66% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 9.19% | 7.27% | $18.1M | 37,978 | $14.5M | 42,990 | -5,012-11.66% | Reduce |
 S&P GLOBAL INCSPGI |
| 8.13% | 9.49% | $16.0M | 39,383 | $19.0M | 44,580 | -5,197-11.66% | Reduce |
 MICROSOFT CORPMSFT |
| 7.2% | 9.36% | $14.2M | 38,110 | $18.7M | 50,505 | -12,395-24.54% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 6.65% | — | $13.1M | 65,581 | $0 | 0 | +65,581 | New Buy |
 UBER TECHNOLOGIES INCUBER |
| 6.48% | 7.22% | $12.8M | 177,223 | $14.4M | 200,610 | -23,387-11.66% | Reduce |
 VISA INCV |
| 6.02% | 5.93% | $11.9M | 34,652 | $11.9M | 39,225 | -4,573-11.66% | Reduce |
 CANADIAN PACIFIC KANSAS CITYCP |
| 5.74% | 5.83% | $11.3M | 130,750 | $11.6M | 148,005 | -17,255-11.66% | Reduce |
 LPL FINL HLDGS INCLPLA |
| 5.67% | 6.77% | $11.2M | 39,710 | $13.5M | 44,950 | -5,240-11.66% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 5.53% | 9.67% | $10.9M | 21,234 | $19.3M | 38,669 | -17,435-45.09% | Reduce |
 DANAHER CORP DEL COMDHR |
| 5.03% | 5.6% | $9.9M | 52,091 | $11.2M | 58,965 | -6,874-11.66% | Reduce |
 YUM BRANDS INC COMYUM |
| 4.23% | 4.6% | $8.3M | 52,175 | $9.2M | 59,060 | -6,885-11.66% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 4.21% | 4.62% | $8.3M | 16,577 | $9.2M | 18,765 | -2,188-11.66% | Reduce |
| AAlphabet Inc Class CGOOG |
| 3.82% | 3.46% | $7.5M | 21,318 | $6.9M | 24,130 | -2,812-11.65% | Reduce |
| KKKR & CO INC COMKKR |
| 3.54% | 3.99% | $7.0M | 76,230 | $8.0M | 86,290 | -10,060-11.66% | Reduce |
 BROWN & BROWN INC COMBRO |
| 2.9% | 3.3% | $5.7M | 89,225 | $6.6M | 101,000 | -11,775-11.66% | Reduce |
 MERCADOLIBRE INC COMMELI |
| 2.66% | — | $5.2M | 3,092 | $0 | 0 | +3,092 | New Buy |
 BOOKING HOLDINGS INC COMBKNG |
| 2.24% | 2.37% | $4.4M | 24,846 | $4.7M | 1,125 | +23,721+2,108.53% | Add |
