 BLOCK INCXYZ |
| 14.84% | 8.87% | $626.7M | 8.2M | $272.9M | 4.5M | +3.7M+81.87% | Add |
| AAT&T INCT |
| 5.92% | — | $250.1M | 12.1M | $0 | 0 | +12.1M | New Buy |
| ZZEBRA TECHNOLOGIES CORPORATIZBRA |
| 5.91% | — | $249.5M | 947,726 | $0 | 0 | +947,726 | New Buy |
 ALPHABET INCGOOGL |
| 5.85% | 10.95% | $247.2M | 691,832 | $336.9M | 1.2M | -479,611-40.94% | Reduce |
 AMAZON COM INCAMZN |
| 5.8% | — | $244.9M | 1.0M | $0 | 0 | +1.0M | New Buy |
 ROCKET COS INC COM CL ARKT |
| 5.58% | 4.57% | $235.6M | 15.0M | $140.6M | 9.9M | +5.1M+51.59% | Add |
 WAYFAIR INCW |
| 5.24% | 0.8% | $221.5M | 2.4M | $24.7M | 328,708 | +2.1M+629.00% | Add |
 EATON CORP PLCETN |
| 4.67% | — | $197.1M | 462,513 | $0 | 0 | +462,513 | New Buy |
 MAPLEBEAR INC COMCART |
| 4.32% | 4.74% | $182.4M | 3.9M | $145.9M | 3.9M | -42,562-1.09% | Reduce |
 ROBLOX CORP CL ARBLX |
| 4% | 4.6% | $169.0M | 3.1M | $141.5M | 2.5M | +604,973+24.18% | Add |
| LLYFT INC CLASS ALYFT |
| 3.86% | 5.17% | $163.2M | 11.2M | $159.0M | 12.0M | -778,650-6.51% | Reduce |
 LIBERTY MEDIA CORP DELFWONK |
| 3.83% | 5.08% | $161.6M | 1.7M | $156.2M | 1.8M | -137,725-7.50% | Reduce |
 IRON MTN INC DEL COMIRM |
| 3.81% | 4.8% | $161.0M | 1.3M | $147.6M | 1.4M | -170,139-11.78% | Reduce |
 FERRARI N V COMRACE |
| 3.56% | — | $150.6M | 404,397 | $0 | 0 | +404,397 | New Buy |
| AAPPLOVIN CORPAPP |
| 3.09% | — | $130.7M | 253,636 | $0 | 0 | +253,636 | New Buy |
 TRIMBLE INC COMTRMB |
| 2.83% | 3.58% | $119.4M | 2.3M | $110.2M | 1.7M | +643,580+38.10% | Add |
 DRAFTKINGS INC NEWDKNG |
| 2.76% | — | $116.7M | 4.6M | $0 | 0 | +4.6M | New Buy |
| GGLOBAL E ONLINE LTDGLBE |
| 2.49% | 3.74% | $105.4M | 3.0M | $115.1M | 3.7M | -698,366-18.71% | Reduce |
| SSTMICROELECTRONICS N V NY REGISTRYSTM |
| 2.47% | — | $104.2M | 1.4M | $0 | 0 | +1.4M | New Buy |
| ZZETA GLOBAL HOLDINGS CORPZETA |
| 1.96% | 2.62% | $82.8M | 4.2M | $80.6M | 5.1M | -854,543-16.88% | Reduce |
 SPHERE ENTERTAINMENT COSPHR |
| 1.45% | — | $61.3M | 354,482 | $0 | 0 | +354,482 | New Buy |
| SSANDISK CORP COMSNDK |
| 1.23% | — | $52.2M | 22,936 | $0 | 0 | +22,936 | New Buy |
| BBILL HOLDINGS INCBILL |
| 1.2% | 4.16% | $50.6M | 1.4M | $128.0M | 3.3M | -1.9M-58.10% | Reduce |
 HEWLETT PACKARD ENTERPRISE CHPE |
| 0.98% | — | $41.6M | 922,265 | $0 | 0 | +922,265 | New Buy |
| EEVERPURE INC CL AEVPR |
| 0.96% | — | $40.6M | 515,256 | $0 | 0 | +515,256 | New Buy |
 CLOUDFLARE INCNET |
| 0.82% | — | $34.6M | 140,946 | $0 | 0 | +140,946 | New Buy |
 NETAPP INCNTAP |
| 0.56% | — | $23.8M | 154,022 | $0 | 0 | +154,022 | New Buy |
