 MORGAN STANLEYMS |
| 15.64% | 14.44% | $23.5M | 112,293 | $18.5M | 112,293 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 9.97% | 10.22% | $15.0M | 62,771 | $13.1M | 62,771 | 00.00% | Unchanged |
 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADSTEVA |
| 8.3% | 8.65% | $12.5M | 367,600 | $11.1M | 367,600 | 00.00% | Unchanged |
 UNITEDHEALTH GROUP INCUNH |
| 6.56% | — | $9.9M | 23,699 | $0 | 0 | +23,699 | New Buy |
 FLUTTER ENTMT PLCFLUT |
| 6.29% | 7.36% | $9.4M | 92,425 | $9.4M | 92,425 | 00.00% | Unchanged |
 ELI LILLY & COLLY |
| 4.67% | 3.4% | $7.0M | 5,845 | $4.4M | 4,736 | +1,109+23.42% | Add |
 DEXCOM INCDXCM |
| 4.57% | 5% | $6.9M | 101,893 | $6.4M | 101,893 | 00.00% | Unchanged |
 ALPHABET INCGOOGL |
| 4.4% | 4.15% | $6.6M | 18,488 | $5.3M | 18,488 | 00.00% | Unchanged |
 MARTIN MARIETTA MATLS INCMLM |
| 4.25% | 3.51% | $6.4M | 11,055 | $4.5M | 7,638 | +3,417+44.74% | Add |
 VISA INCV |
| 3.93% | 4.06% | $5.9M | 17,200 | $5.2M | 17,200 | 00.00% | Unchanged |
 MADISON SQUARE GARDEN SPCLASS AMSGS |
| 3.5% | 3.28% | $5.3M | 13,072 | $4.2M | 13,072 | 00.00% | Unchanged |
 CHURCHILL DOWNS INCCHDN |
| 3.42% | 4.01% | $5.1M | 57,179 | $5.1M | 57,179 | 00.00% | Unchanged |
 OSCAR HEALTH INCOSCR |
| 3.28% | — | $4.9M | 172,489 | $0 | 0 | +172,489 | New Buy |
| HHEALTHEQUITY INCHQY |
| 3.11% | — | $4.7M | 51,616 | $0 | 0 | +51,616 | New Buy |
 MICROSOFT CORPMSFT |
| 3.06% | 3.56% | $4.6M | 12,300 | $4.6M | 12,300 | 00.00% | Unchanged |
| DDOORDASH INCDASH |
| 2.94% | 2.81% | $4.4M | 23,920 | $3.6M | 23,920 | 00.00% | Unchanged |
 UBER TECHNOLOGIES INCUBER |
| 2.81% | 3.28% | $4.2M | 58,416 | $4.2M | 58,416 | 00.00% | Unchanged |
| HHIMS & HERS HEALTH INCHIMS |
| 2.77% | — | $4.2M | 119,865 | $0 | 0 | +119,865 | New Buy |
| IISHARES BITCOIN TRUST ETFIBIT |
| 1.84% | 2.5% | $2.8M | 83,119 | $3.2M | 83,119 | 00.00% | Unchanged |
 MELCO RESORTS AND ENTMNT LTD ADRMLCO |
| 1.84% | 2.32% | $2.8M | 522,966 | $3.0M | 522,966 | 00.00% | Unchanged |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 1.76% | — | $2.6M | 15,500 | $0 | 0 | +15,500 | New Buy |
| TTOAST INC CL ATOST |
| 0.75% | 0.84% | $1.1M | 40,392 | $1.1M | 40,392 | 00.00% | Unchanged |
 NEXTDECADE CORPNEXT |
| 0.34% | 0.41% | $511,491 | 67,837 | $519,631 | 67,837 | 00.00% | Unchanged |
| SSURROZEN INCSRZN |
| <0.01% | 0.01% | $7,294 | 442,052 | $7,073 | 442,052 | 00.00% | Unchanged |
