 POST HLDGS INCPOST |
| 10.46% | 12.42% | $260.4M | 3.0M | $291.7M | 3.0M | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 9.88% | 9.15% | $246.0M | 1.0M | $215.0M | 1.0M | 00.00% | Unchanged |
| GGUIDEWIRE SOFTWARE INCGWRE |
| 9.14% | 11.77% | $227.6M | 1.8M | $276.6M | 1.8M | 00.00% | Unchanged |
| AAlphabet Inc Class CGOOG |
| 8.29% | 8.41% | $206.4M | 584,050 | $197.7M | 689,080 | -105,030-15.24% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 8.14% | 6.14% | $202.7M | 487,725 | $144.2M | 532,875 | -45,150-8.47% | Reduce |
 SCHWAB CHARLES CORPSCHW |
| 8.11% | 6.73% | $202.1M | 2.2M | $158.1M | 1.7M | +507,650+30.18% | Add |
 NEW YORK TIMES CO MTN BENYT |
| 6.91% | 8.76% | $172.1M | 2.5M | $205.9M | 2.5M | 00.00% | Unchanged |
 KILROY REALTY CORPKRC |
| 6.39% | 4.86% | $159.2M | 4.2M | $114.2M | 4.0M | +198,650+4.91% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 5.65% | 5.41% | $140.6M | 280,400 | $127.2M | 258,700 | +21,700+8.39% | Add |
 MERCADOLIBRE INC COMMELI |
| 4.47% | 3.3% | $111.3M | 65,560 | $77.4M | 44,785 | +20,775+46.39% | Add |
 HERBALIFE LTDHLF |
| 4.41% | 5.16% | $109.8M | 8.3M | $121.1M | 8.2M | +121,500+1.48% | Add |
| BBBB FOODS INCTBBB |
| 3.72% | 2.3% | $92.7M | 2.2M | $54.1M | 1.5M | +694,905+45.44% | Add |
 VISTA ENERGY S.A.B. DE C.V.VIST |
| 3.12% | 3.91% | $77.6M | 1.2M | $91.8M | 1.2M | 00.00% | Unchanged |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 3% | 2.77% | $74.7M | 100,000 | $65.0M | 100,000 | 00.00% | Unchanged |
 VEEVA SYS INCVEEV |
| 1.51% | 1.36% | $37.5M | 211,350 | $32.0M | 182,200 | +29,150+16.00% | Add |
| PPROCORE TECHNOLOGIES INCPCOR |
| 1.5% | 2.23% | $37.3M | 918,205 | $52.3M | 918,205 | 00.00% | Unchanged |
 VISA INCV |
| 1.47% | — | $36.6M | 106,700 | $0 | 0 | +106,700 | New Buy |
 MASTERCARD INCORPORATEDMA |
| 1.45% | — | $36.2M | 70,500 | $0 | 0 | +70,500 | New Buy |
| BBANCO MACRO S ABMA |
| 1.23% | 1.09% | $30.8M | 332,111 | $25.7M | 332,111 | 00.00% | Unchanged |
| GGRUPO FINANCIERO GALICIA S.AGGAL |
| 1.16% | 1.15% | $29.0M | 579,350 | $27.1M | 579,350 | 00.00% | Unchanged |
