 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 12.63% | 4.49% | $372.6M | 386,123 | $115.2M | 294,000 | +92,123+31.33% | Add |
 LINDE PLCLIN |
| 7.69% | 6.82% | $226.7M | 436,859 | $175.0M | 352,942 | +83,917+23.78% | Add |
 ANALOG DEVICES INC COMADI |
| 7.63% | 6.07% | $225.2M | 566,948 | $155.6M | 489,145 | +77,803+15.91% | Add |
 AMAZON COM INCAMZN |
| 7.62% | 1.35% | $224.7M | 942,732 | $34.7M | 166,739 | +775,993+465.39% | Add |
 UNION PAC CORPUNP |
| 7.03% | 6.85% | $207.4M | 762,465 | $175.6M | 723,902 | +38,563+5.33% | Add |
 SCHEIN HENRY INCHSIC |
| 6.93% | 9.81% | $204.3M | 2.4M | $251.5M | 3.4M | -965,976-28.31% | Reduce |
 NU HLDGS LTDNU |
| 6.36% | 6.23% | $187.5M | 14.0M | $159.8M | 11.1M | +2.9M+26.20% | Add |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 6.28% | 6.58% | $185.1M | 403,160 | $168.7M | 347,943 | +55,217+15.87% | Add |
 LAM RESEARCH CORPLRCX |
| 5.71% | — | $168.5M | 388,886 | $0 | 0 | +388,886 | New Buy |
 ADVANCED MICRO DEVICES INCAMD |
| 4.69% | — | $138.2M | 237,958 | $0 | 0 | +237,958 | New Buy |
 COUPANG INC CLASS ACPNG |
| 3.99% | 4.47% | $117.6M | 6.8M | $114.6M | 6.1M | +699,144+11.51% | Add |
| PPRIMO BRANDS CORPORATIONPRMB |
| 3.82% | 7.39% | $112.5M | 4.6M | $189.7M | 10.1M | -5.5M-54.29% | Reduce |
 VISA INCV |
| 3.78% | 8.86% | $111.4M | 324,572 | $227.1M | 751,525 | -426,953-56.81% | Reduce |
 JAMES HARDIE INDS PLC ORD SHSJHX |
| 3.67% | — | $108.1M | 4.1M | $0 | 0 | +4.1M | New Buy |
| TTTM TECHNOLOGIES INCTTMI |
| 3.57% | — | $105.2M | 562,582 | $0 | 0 | +562,582 | New Buy |
 NVIDIA CORPORATIONNVDA |
| 2.65% | 1.24% | $78.1M | 390,320 | $31.9M | 182,688 | +207,632+113.65% | Add |
 ALPHABET INCGOOGL |
| 2.11% | 6.62% | $62.3M | 174,221 | $169.8M | 590,615 | -416,394-70.50% | Reduce |
| CCARVANA CO CL ACVNA |
| 1.78% | 4.88% | $52.4M | 795,635 | $125.1M | 398,007 | +397,628+99.90% | Add |
 MICROSOFT CORPMSFT |
| 0.98% | 1.12% | $29.0M | 77,662 | $28.7M | 77,662 | 00.00% | Unchanged |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.67% | — | $19.7M | 41,307 | $0 | 0 | +41,307 | New Buy |
| PPARAMOUNT SKYDANCE CORPPSKY |
| 0.43% | 0.46% | $12.8M | 1.3M | $11.7M | 1.3M | 00.00% | Unchanged |
