AMAZON COM INC AMZN
15.07% 14.36% $47.3M 198,532 $57.1M 274,241 -75,709 -27.61% Reduce NVIDIA CORPORATION NVDA
11.76% 11.05% $36.9M 184,636 $43.9M 251,886 -67,250 -26.70% Reduce MICROSOFT CORP MSFT
10.62% 11.42% $33.4M 89,465 $45.4M 122,677 -33,212 -27.07% Reduce BROADCOM INC AVGO
7.89% 7% $24.8M 65,613 $27.8M 89,900 -24,287 -27.02% Reduce MASTERCARD INCORPORATED MA
6.91% 7.29% $21.7M 42,269 $29.0M 58,053 -15,784 -27.19% Reduce FAIR ISAAC CORP FICO
6.74% 6.52% $21.2M 17,726 $25.9M 24,283 -6,557 -27.00% Reduce CADENCE DESIGN SYSTEM INC COM CDNS
6.74% 5.41% $21.2M 56,386 $21.5M 77,466 -21,080 -27.21% Reduce WALMART INC WMT
6.57% 7.88% $20.6M 182,196 $31.3M 252,084 -69,888 -27.72% Reduce TRANSDIGM GROUP INC TDG
6.39% 6.03% $20.1M 15,056 $24.0M 20,688 -5,632 -27.22% Reduce S&P GLOBAL INC SPGI
6.17% 7.02% $19.4M 47,588 $27.9M 65,627 -18,039 -27.49% Reduce META PLATFORMS INC META
5.62% 6.2% $17.6M 31,320 $24.7M 43,120 -11,800 -27.37% Reduce LIBERTY MEDIA CORP DEL FWONK
4.1% 3.96% $12.9M 135,485 $15.8M 185,397 -49,912 -26.92% Reduce APPLE INC AAPL
3.2% 3.02% $10.0M 34,692 $12.0M 47,315 -12,623 -26.68% Reduce T TYLER TECHNOLOGIES INC TYL
2.22% 2.82% $7.0M 23,864 $11.2M 32,798 -8,934 -27.24% Reduce 
