 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 18.87% | — | $1.75B | 7.4M | $0 | 0 | +7.4M | New Buy |
 AMAZON COM INCAMZN |
| 13.74% | — | $1.28B | 5.2M | $0 | 0 | +5.2M | New Buy |
 VISA INCV |
| 11.56% | — | $1.07B | 3.0M | $0 | 0 | +3.0M | New Buy |
 ALPHABET INCGOOGL |
| 9.11% | — | $845.3M | 2.4M | $0 | 0 | +2.4M | New Buy |
 MICROSOFT CORPMSFT |
| 9.09% | — | $844.2M | 2.1M | $0 | 0 | +2.1M | New Buy |
 LOWES COS INC COMLOW |
| 7.13% | — | $662.3M | 3.1M | $0 | 0 | +3.1M | New Buy |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 6.04% | — | $560.5M | 1.1M | $0 | 0 | +1.1M | New Buy |
 GOLDMAN SACHS GROUP INCGS |
| 5.26% | — | $487.9M | 458,000 | $0 | 0 | +458,000 | New Buy |
 MADISON SQUARE GARDEN SPCLASS AMSGS |
| 5.12% | — | $475.1M | 1.2M | $0 | 0 | +1.2M | New Buy |
 MGM RESORTS INTERNATIONALMGM |
| 4.86% | — | $451.7M | 9.3M | $0 | 0 | +9.3M | New Buy |
 UBER TECHNOLOGIES INCUBER |
| 3.99% | — | $370.4M | 5.1M | $0 | 0 | +5.1M | New Buy |
 Ulta Beauty Inc Ordinary SharesULTA |
| 3.63% | — | $336.8M | 732,000 | $0 | 0 | +732,000 | New Buy |
 MADISON SQUARE GARDEN ENTERTAINMENT CORPMSGE |
| 1.51% | — | $139.8M | 2.4M | $0 | 0 | +2.4M | New Buy |
 CHIPOTLE MEXICAN GRILL INCCMG |
| 0.09% | — | $8.3M | 244,000 | $0 | 0 | +244,000 | New Buy |
