 UBER TECHNOLOGIES INCUBER |
| 12.72% | 15.71% | $2.48B | 34.3M | $2.15B | 30.0M | +4.4M+14.58% | Add |
 BROOKFIELD CORPBN |
| 12.58% | 17.62% | $2.45B | 57.5M | $2.42B | 59.7M | -2.2M-3.71% | Reduce |
 MICROSOFT CORPMSFT |
| 11.89% | 15.26% | $2.32B | 6.2M | $2.09B | 5.7M | +552,652+9.77% | Add |
 AMAZON COM INCAMZN |
| 10.49% | 17.39% | $2.04B | 8.6M | $2.39B | 11.5M | -2.9M-25.22% | Reduce |
 HOWARD HUGHES HOLDINGS INCHHH |
| 10.23% | 8.7% | $1.99B | 27.9M | $1.19B | 18.9M | +9.0M+47.74% | Add |
 RESTAURANT BRANDS INTL INCQSR |
| 9.62% | 12.2% | $1.87B | 25.8M | $1.67B | 22.6M | +3.2M+14.02% | Add |
 META PLATFORMS INCMETA |
| 9.25% | 11.1% | $1.80B | 3.2M | $1.52B | 2.7M | +535,201+20.11% | Add |
 VISA INCV |
| 5.76% | — | $1.12B | 3.3M | $0 | 0 | +3.3M | New Buy |
 MASTERCARD INCORPORATEDMA |
| 5.61% | — | $1.09B | 2.1M | $0 | 0 | +2.1M | New Buy |
 S&P GLOBAL INCSPGI |
| 5.43% | — | $1.06B | 2.6M | $0 | 0 | +2.6M | New Buy |
 NETFLIX INCNFLX |
| 4.8% | — | $934.0M | 13.1M | $0 | 0 | +13.1M | New Buy |
| PPERSHING SQUARE USA LTDPSUS |
| 0.77% | — | $149.5M | 4.0M | $0 | 0 | +4.0M | New Buy |
 SEAPORT ENTMT GROUP INC COMMON STOCKSEG |
| 0.69% | 0.79% | $133.6M | 5.0M | $107.9M | 5.0M | 00.00% | Unchanged |
| HHERTZ GLOBAL HLDGS INC NHTZWW |
| 0.17% | 0.51% | $34.0M | 15.0M | $70.3M | 15.2M | -249,528-1.64% | Reduce |
