 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 20.83% | 17.57% | $990.0M | 2.1M | $727.2M | 2.2M | -78,751-3.66% | Reduce |
 TRANSDIGM GROUP INCTDG |
| 12.17% | 12.16% | $578.5M | 434,281 | $503.3M | 434,281 | 00.00% | Unchanged |
 ALPHABET INCGOOGL |
| 9.42% | 6.78% | $447.7M | 1.3M | $280.8M | 976,482 | +276,356+28.30% | Add |
 AMAZON COM INCAMZN |
| 8.91% | 12.45% | $423.3M | 1.8M | $515.5M | 2.5M | -698,782-28.23% | Reduce |
 DEERE & CODE |
| 7.57% | 7.69% | $360.0M | 567,456 | $318.2M | 564,933 | +2,523+0.45% | Add |
 LIBERTY MEDIA CORP DELFWONK |
| 7.23% | 1.5% | $343.7M | 3.6M | $62.0M | 729,594 | +2.9M+395.22% | Add |
 VULCAN MATLS COVMC |
| 6.62% | 7.51% | $314.5M | 1.1M | $310.9M | 1.1M | -75,709-6.63% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 5.45% | 6.46% | $259.2M | 1.3M | $267.2M | 1.5M | -236,892-15.46% | Reduce |
 WASTE CONNECTIONS INCWCN |
| 4.07% | 9.62% | $193.6M | 1.2M | $398.2M | 2.5M | -1.3M-52.63% | Reduce |
 VISA INCV |
| 4.02% | 2.46% | $191.1M | 557,138 | $101.9M | 337,310 | +219,828+65.17% | Add |
 ALLISON TRANSMISSION HLDGS IALSN |
| 3.56% | 2.91% | $169.1M | 1.5M | $120.6M | 1.0M | +469,586+45.57% | Add |
 MASTERCARD INCORPORATEDMA |
| 3.46% | 2.49% | $164.3M | 319,922 | $102.9M | 205,974 | +113,948+55.32% | Add |
 WOODWARD INCWWD |
| 2.42% | — | $115.2M | 270,673 | $0 | 0 | +270,673 | New Buy |
| GGUIDEWIRE SOFTWARE INCGWRE |
| 1.97% | 0.49% | $93.5M | 759,827 | $20.4M | 136,435 | +623,392+456.92% | Add |
 VEEVA SYS INCVEEV |
| 1.51% | — | $71.8M | 404,617 | $0 | 0 | +404,617 | New Buy |
 MARTIN MARIETTA MATLS INCMLM |
| 0.52% | 0.46% | $24.5M | 42,450 | $19.0M | 32,213 | +10,237+31.78% | Add |
| SSERVICETITAN INC SHS CL ATTAN |
| 0.28% | — | $13.3M | 188,565 | $0 | 0 | +188,565 | New Buy |
