 UNITEDHEALTH GROUP INCUNH |
| 26.86% | 18.03% | $14.8M | 35,553 | $9.6M | 35,553 | 00.00% | Unchanged |
| GGUIDEWIRE SOFTWARE INCGWRE |
| 16.1% | 17.31% | $8.9M | 71,997 | $9.2M | 61,751 | +10,246+16.59% | Add |
 AMAZON COM INCAMZN |
| 15.61% | 14.07% | $8.6M | 36,031 | $7.5M | 36,031 | 00.00% | Unchanged |
 VEEVA SYS INCVEEV |
| 14.56% | 14.87% | $8.0M | 45,153 | $7.9M | 45,153 | 00.00% | Unchanged |
| SSPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TRPHYS |
| 12.31% | 14.91% | $6.8M | 224,439 | $8.0M | 224,439 | 00.00% | Unchanged |
| AAlphabet Inc Class CGOOG |
| 8.17% | — | $4.5M | 12,719 | $0 | 0 | +12,719 | New Buy |
| MMONDAY COM LTDMNDY |
| 4.83% | — | $2.7M | 36,749 | $0 | 0 | +36,749 | New Buy |
 AUTODESK INCADSK |
| 1.56% | 11.77% | $860,308 | 4,425 | $6.3M | 26,220 | -21,795-83.12% | Reduce |
