 NVIDIA CORPORATIONNVDA |
| 12.45% | 12.23% | $959.4M | 4.8M | $796.0M | 4.6M | +229,282+5.02% | Add |
 BROADCOM INCAVGO |
| 6.64% | 2.57% | $511.5M | 1.4M | $167.4M | 541,651 | +812,504+150.01% | Add |
 CENCORA INCCOR |
| 6.42% | 5.32% | $494.5M | 1.7M | $345.9M | 1.1M | +646,112+58.67% | Add |
 MCKESSON CORP COMMCK |
| 6.15% | 4.23% | $473.7M | 626,904 | $274.9M | 317,721 | +309,183+97.31% | Add |
 ALPHABET INCGOOGL |
| 5.35% | 5.94% | $412.5M | 1.2M | $386.8M | 1.3M | -191,258-14.21% | Reduce |
 TRADEWEB MKTS INCTW |
| 5.01% | 4.13% | $386.4M | 3.9M | $269.0M | 2.3M | +1.6M+69.57% | Add |
 MASTERCARD INCORPORATEDMA |
| 4.88% | 2.92% | $376.2M | 732,598 | $190.1M | 380,470 | +352,128+92.55% | Add |
 S&P GLOBAL INCSPGI |
| 4.86% | 6.24% | $374.3M | 919,140 | $406.2M | 955,021 | -35,881-3.76% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 4.57% | 3% | $352.5M | 704,407 | $195.4M | 407,702 | +296,705+72.77% | Add |
 MERCADOLIBRE INC COMMELI |
| 4.19% | 6.62% | $322.6M | 190,098 | $431.1M | 249,455 | -59,357-23.79% | Reduce |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 3.31% | 2.78% | $254.9M | 2.1M | $180.9M | 1.2M | +920,153+80.01% | Add |
 MICROSOFT CORPMSFT |
| 3.01% | 1.22% | $231.9M | 621,773 | $79.4M | 214,923 | +406,850+189.30% | Add |
 AMAZON COM INCAMZN |
| 2.6% | 4.51% | $200.5M | 841,266 | $293.5M | 1.4M | -568,584-40.33% | Reduce |
 AMPHENOL CORPAPH |
| 2.22% | 1.3% | $171.0M | 969,763 | $84.6M | 669,236 | +300,527+44.91% | Add |
 LANTHEUS HLDGS INCLNTH |
| 1.93% | 1.55% | $148.7M | 1.3M | $100.7M | 1.3M | +12,100+0.91% | Add |
| AATLASSIAN CORPORATION CL ATEAM |
| 1.59% | 2.73% | $122.7M | 1.6M | $177.7M | 2.6M | -1.0M-39.43% | Reduce |
 REGENERON PHARMACEUTICALSREGN |
| 1.48% | 1.38% | $113.8M | 182,507 | $90.0M | 116,571 | +65,936+56.56% | Add |
 ZOETIS INC CL AZTS |
| 1.47% | — | $113.2M | 1.6M | $0 | 0 | +1.6M | New Buy |
 EQUIFAX INCEFX |
| 1.46% | 1.01% | $112.8M | 710,685 | $65.6M | 364,605 | +346,080+94.92% | Add |
 PARKER-HANNIFIN CORPPH |
| 1.31% | 0.49% | $101.0M | 103,265 | $31.7M | 35,433 | +67,832+191.44% | Add |
 Itau Unibanco H-Spon PRF ADRITUB |
| 1.3% | 1.11% | $99.8M | 12.2M | $72.3M | 8.6M | +3.6M+41.59% | Add |
 BLOCK INCXYZ |
| 1.27% | 2.99% | $97.8M | 1.3M | $194.6M | 3.2M | -1.9M-60.20% | Reduce |
 AIRBNB INC COM CL AABNB |
| 1.22% | 1.28% | $94.0M | 656,570 | $83.3M | 659,570 | -3,000-0.45% | Reduce |
 VERTEX PHARMACEUTICALS INCVRTX |
| 1.05% | 1.02% | $81.0M | 163,045 | $66.2M | 148,199 | +14,846+10.02% | Add |
 CELESTICA INCCLS |
| 0.91% | — | $70.5M | 193,200 | $0 | 0 | +193,200 | New Buy |
 VIPSHOP HOLDINGS LTDVIPS |
| 0.85% | 1.08% | $65.2M | 4.9M | $70.5M | 4.5M | +439,795+9.82% | Add |
| SSEA LTD SPONSORD ADSSE |
| 0.81% | 0.81% | $62.3M | 651,818 | $52.6M | 637,576 | +14,242+2.23% | Add |
 META PLATFORMS INCMETA |
| 0.76% | 1.01% | $58.3M | 103,560 | $65.5M | 114,410 | -10,850-9.48% | Reduce |
 ALIGN TECHNOLOGY INC COM USD0.0001ALGN |
| 0.69% | 0.59% | $53.5M | 316,832 | $38.5M | 225,171 | +91,661+40.71% | Add |
| DDOXIMITY INCDOCS |
| 0.63% | 1.54% | $48.9M | 2.4M | $100.5M | 4.3M | -2.0M-45.36% | Reduce |
| GGITLAB INCGTLB |
| 0.58% | 0.31% | $45.1M | 1.5M | $20.5M | 947,000 | +528,612+55.82% | Add |
 SLB LIMITEDSLB |
| 0.51% | 0.75% | $39.3M | 846,192 | $48.6M | 946,192 | -100,000-10.57% | Reduce |
| VVNET GROUPVNET |
| 0.49% | 0.04% | $38.1M | 4.8M | $2.7M | 322,720 | +4.4M+1,375.15% | Add |
 SERVICENOW INCNOW |
| 0.48% | 2.43% | $36.9M | 371,803 | $158.3M | 1.5M | -1.1M-75.44% | Reduce |
 NEUROCRINE BIOSCIENCES INCNBIX |
| 0.47% | 0.38% | $36.1M | 214,100 | $24.5M | 186,000 | +28,100+15.11% | Add |
 ROYALTY PHARMA PLCRPRX |
| 0.46% | 0.47% | $35.4M | 630,700 | $30.3M | 631,200 | -500-0.08% | Reduce |
 SPROUTS FMRS MKT INCSFM |
| 0.41% | 0.83% | $31.7M | 375,200 | $53.9M | 698,470 | -323,270-46.28% | Reduce |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 0.37% | — | $28.8M | 168,723 | $0 | 0 | +168,723 | New Buy |
 VESTA REAL ESTATE CORPVTMX |
| 0.37% | 0.42% | $28.5M | 829,302 | $27.4M | 822,445 | +6,857+0.83% | Add |
| BBBB FOODS INCTBBB |
| 0.36% | 0.06% | $27.9M | 670,106 | $3.8M | 106,965 | +563,141+526.47% | Add |
 IONIS PHARMACEUTICALS INCIONS |
| 0.33% | 0.06% | $25.5M | 321,000 | $4.0M | 53,000 | +268,000+505.66% | Add |
 TENCENT MUSIC ENTMT GROUPTME |
| 0.31% | 0.41% | $24.3M | 2.9M | $26.7M | 2.9M | +22,273+0.77% | Add |
| KKASPI KZ JSCKSPI |
| 0.26% | 0.26% | $19.6M | 226,666 | $16.6M | 224,528 | +2,138+0.95% | Add |
 GLOBE LIFE INCGL |
| 0.25% | 0.36% | $19.1M | 107,100 | $23.7M | 170,000 | -62,900-37.00% | Reduce |
 COLGATE PALMOLIVE COCL |
| 0.24% | 0.31% | $18.3M | 199,143 | $20.2M | 236,202 | -37,059-15.69% | Reduce |
 AGNICO EAGLE MINES LTDAEM |
| 0.23% | — | $17.6M | 113,584 | $0 | 0 | +113,584 | New Buy |
 FRANCO NEV CORPFNV |
| 0.23% | — | $17.5M | 83,723 | $0 | 0 | +83,723 | New Buy |
| CCHART INDS INCGTLS |
| 0.22% | 0.26% | $17.3M | 82,944 | $17.1M | 82,944 | 00.00% | Unchanged |
 WEBSTER FINL CORPWBS |
| 0.22% | 0.21% | $17.0M | 222,221 | $13.5M | 194,025 | +28,196+14.53% | Add |
| NNEW ORIENTAL EDUCATIONEDU |
| 0.22% | 0.32% | $16.9M | 368,392 | $20.7M | 365,386 | +3,006+0.82% | Add |
