 MICROSOFT CORPMSFT |
| 23.25% | 30.59% | $107.1M | 287,000 | $114.1M | 308,300 | -21,300-6.91% | Reduce |
| DDUTCH BROS INCBROS |
| 22.12% | 19.26% | $101.9M | 1.4M | $71.9M | 1.4M | 00.00% | Unchanged |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 19.72% | 17.22% | $90.8M | 190,100 | $64.2M | 190,100 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 17.94% | 14.89% | $82.6M | 346,600 | $55.6M | 266,800 | +79,800+29.91% | Add |
 HUBBELL INCHUBB |
| 6.93% | 3.14% | $31.9M | 61,000 | $11.7M | 23,900 | +37,100+155.23% | Add |
| PPAYPAY CORPPAYP |
| 2.99% | — | $13.8M | 961,608 | $0 | 0 | +961,608 | New Buy |
 WALMART INCWMT |
| 2.25% | 3.99% | $10.4M | 91,650 | $14.9M | 119,850 | -28,200-23.53% | Reduce |
 Weride IncWRD |
| 1.89% | 1.71% | $8.7M | 1.5M | $6.4M | 787,636 | +709,990+90.14% | Add |
 EAST WEST BANCORP INCEWBC |
| 1.59% | 1.36% | $7.3M | 48,000 | $5.1M | 48,000 | 00.00% | Unchanged |
 AMPHENOL CORPAPH |
| 1.31% | 1.15% | $6.0M | 34,080 | $4.3M | 34,080 | 00.00% | Unchanged |
