 XP INCXP |
| 23.55% | 21.35% | $10.7M | 657,579 | $4.9M | 259,548 | +398,031+153.36% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 16.92% | — | $7.7M | 10,290 | $0 | 0 | +10,290 | New Buy |
| SSOFTBANK GRP CORP FSPONSORED ADR 1 ADR REPS 0.5 ORD SHSSFTBY |
| 9.36% | — | $4.3M | 225,833 | $0 | 0 | +225,833 | New Buy |
 VEON LTD SPONSORED ADSVEON |
| 7.67% | — | $3.5M | 66,750 | $0 | 0 | +66,750 | New Buy |
| PProsus NV - ADRPROSY |
| 6.56% | — | $3.0M | 342,397 | $0 | 0 | +342,397 | New Buy |
| AATAIBECKLEY INCATAI |
| 5.8% | — | $2.6M | 500,000 | $0 | 0 | +500,000 | New Buy |
| EECHOSTAR CORP CLASS CLASS AECHO |
| 4.83% | — | $2.2M | 21,635 | $0 | 0 | +21,635 | New Buy |
| CCk Hutchison Holdings Limited Unsp Adr Each Repr 1 OrdCKHUY |
| 3.35% | — | $1.5M | 179,486 | $0 | 0 | +179,486 | New Buy |
 Itau Unibanco H-Spon PRF ADRITUB |
| 3.02% | — | $1.4M | 167,800 | $0 | 0 | +167,800 | New Buy |
 ELI LILLY & COLLY |
| 2.9% | 4.89% | $1.3M | 1,098 | $1.1M | 1,231 | -133-10.80% | Reduce |
 ABBVIE INCABBV |
| 1.59% | 2.89% | $722,458 | 2,871 | $667,912 | 3,071 | -200-6.51% | Reduce |
 INCYTE CORPINCY |
| 1.4% | 2.28% | $637,083 | 5,620 | $528,954 | 5,620 | 00.00% | Unchanged |
 JOHNSON & JOHNSONJNJ |
| 1.32% | 2.25% | $601,401 | 2,368 | $521,146 | 2,132 | +236+11.07% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 1.14% | — | $516,628 | 1,243 | $0 | 0 | +1,243 | New Buy |
| BBEONE MEDICINES LTDONC |
| 1.07% | 2.19% | $487,584 | 1,711 | $508,116 | 1,711 | 00.00% | Unchanged |
 MERCK & CO INCMRK |
| 0.95% | — | $433,302 | 3,372 | $0 | 0 | +3,372 | New Buy |
| SSTMICROELECTRONICS N V NY REGISTRYSTM |
| 0.88% | — | $400,512 | 5,348 | $0 | 0 | +5,348 | New Buy |
 NVIDIA CORPORATIONNVDA |
| 0.82% | 1.14% | $373,500 | 3,000 | $264,914 | 1,519 | +1,481+97.50% | Add |
 VERTEX PHARMACEUTICALS INCVRTX |
| 0.79% | 1.04% | $360,129 | 725 | $239,792 | 537 | +188+35.01% | Add |
 BRISTOL-MYERS SQUIBB COBMY |
| 0.78% | 1.61% | $354,593 | 6,154 | $373,665 | 6,161 | -7-0.11% | Reduce |
| RREVOLUTION MEDICINES INC COMRVMD |
| 0.73% | — | $332,984 | 1,778 | $0 | 0 | +1,778 | New Buy |
| GGILEAD SCIENCES INC COMGILD |
| 0.59% | 1.4% | $270,115 | 2,138 | $324,871 | 2,331 | -193-8.28% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.59% | 1.49% | $267,726 | 534 | $346,037 | 704 | -170-24.15% | Reduce |
 ABBOTT LABORATORIESABT |
| 0.57% | 1.37% | $260,787 | 2,874 | $317,661 | 3,094 | -220-7.11% | Reduce |
 MADRIGAL PHARMACEUTICALS INCMDGL |
| 0.51% | 0.98% | $232,499 | 433 | $226,663 | 433 | 00.00% | Unchanged |
 INTUITIVE SURGICAL INCISRG |
| 0.5% | 1.49% | $225,087 | 566 | $345,743 | 750 | -184-24.53% | Reduce |
 STRYKER CORPORATIONSYK |
| 0.48% | — | $217,554 | 691 | $0 | 0 | +691 | New Buy |
| AACADIA PHARMACEUTICALS INC COMACAD |
| 0.45% | — | $205,183 | 8,110 | $0 | 0 | +8,110 | New Buy |
 ALBEMARLE CORPALB |
| 0.3% | — | $134,320 | 920 | $0 | 0 | +920 | New Buy |
| PPONY AI INC SPONSORED ADSPONY |
| 0.28% | — | $128,506 | 18,490 | $0 | 0 | +18,490 | New Buy |
| BBAIDU INCBIDU |
| 0.25% | — | $114,000 | 1,000 | $0 | 0 | +1,000 | New Buy |
| OOI SA |
| 0.03% | 0.06% | $13,078 | 50,301 | $13,078 | 50,301 | 00.00% | Unchanged |
