 VISA INCV |
| 14.1% | 12.26% | $794.7M | 2.3M | $700.1M | 2.3M | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 12.44% | 10.52% | $701.1M | 2.9M | $600.8M | 2.9M | +57,100+1.98% | Add |
 ROCKET COS INC COM CL ARKT |
| 11.65% | 7.04% | $656.3M | 41.7M | $402.1M | 28.2M | +13.5M+47.68% | Add |
 BLACKROCK INC COMBLK |
| 9.93% | 9.19% | $559.3M | 581,700 | $525.2M | 546,100 | +35,600+6.52% | Add |
 META PLATFORMS INCMETA |
| 9.15% | 9.17% | $515.8M | 915,674 | $523.9M | 915,674 | 00.00% | Unchanged |
 SALESFORCE INCCRM |
| 8.33% | 9.79% | $469.1M | 3.0M | $559.0M | 3.0M | 00.00% | Unchanged |
| TTOAST INC CL ATOST |
| 6.98% | 5.98% | $393.2M | 14.1M | $341.9M | 12.9M | +1.2M+9.60% | Add |
| KKKR & CO INC COMKKR |
| 5.8% | 5.31% | $326.6M | 3.6M | $303.4M | 3.3M | +278,500+8.49% | Add |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 4.29% | 3.04% | $241.9M | 526,800 | $173.8M | 358,500 | +168,300+46.95% | Add |
 LIBERTY LIVE HOLDINGS INCLLYVK |
| 4.07% | 5.87% | $229.5M | 2.2M | $335.1M | 3.6M | -1.4M-39.00% | Reduce |
 SIMPSON MFG INCSSD |
| 3.09% | 4.2% | $173.9M | 830,642 | $239.9M | 1.4M | -567,400-40.59% | Reduce |
 ROBLOX CORP CL ARBLX |
| 3.04% | 5.79% | $171.2M | 3.1M | $330.8M | 5.8M | -2.7M-46.19% | Reduce |
| CCBRE GROUP INC CL ACBRE |
| 2.37% | 0.56% | $133.7M | 992,391 | $31.8M | 234,591 | +757,800+323.03% | Add |
 LIBERTY LIVE HOLDINGS INCLLYVK |
| 1.41% | 2.85% | $79.5M | 785,119 | $162.9M | 1.8M | -991,956-55.82% | Reduce |
 MONGODB INC CL AMDB |
| 0.99% | 4.45% | $55.7M | 165,700 | $254.0M | 1.0M | -872,100-84.03% | Reduce |
 LIVE NATION ENTERTAINMENT INLYV |
| 0.98% | 1.67% | $55.3M | 302,066 | $95.3M | 624,666 | -322,600-51.64% | Reduce |
| WWIX COM LTD SHSWIX |
| 0.84% | 1.65% | $47.4M | 1.1M | $94.1M | 1.1M | 00.00% | Unchanged |
| PPAYPAY CORPPAYP |
| 0.55% | — | $30.9M | 2.2M | $0 | 0 | +2.2M | New Buy |
