 MERCADOLIBRE INC COMMELI |
| 13.94% | 15.14% | $519.8M | 306,247 | $482.3M | 278,934 | +27,313+9.79% | Add |
 AMAZON COM INCAMZN |
| 13.75% | 13.07% | $512.9M | 2.2M | $416.3M | 2.0M | +153,015+7.65% | Add |
| AAlphabet Inc Class CGOOG |
| 9.61% | 9.38% | $358.5M | 1.0M | $298.8M | 1.0M | -27,236-2.61% | Reduce |
 FERGUSON ENTERPRISES INCFERG |
| 9.41% | 10.06% | $351.2M | 1.5M | $320.6M | 1.4M | +105,130+7.65% | Add |
 HILTON WORLDWIDE HLDGS INCHLT |
| 8.81% | 10.18% | $328.8M | 994,998 | $324.4M | 1.1M | -71,666-6.72% | Reduce |
 VISA INCV |
| 7.95% | 7.25% | $296.6M | 864,596 | $230.9M | 763,821 | +100,775+13.19% | Add |
| DDOORDASH INCDASH |
| 7.16% | 6.33% | $267.0M | 1.4M | $201.8M | 1.3M | +102,982+7.66% | Add |
 NVIDIA CORPORATIONNVDA |
| 5.43% | — | $202.4M | 1.0M | $0 | 0 | +1.0M | New Buy |
 COUPANG INC CLASS ACPNG |
| 5.37% | 8.8% | $200.2M | 11.5M | $280.3M | 14.8M | -3.3M-22.37% | Reduce |
 CONSTELLATION ENERGY CORPCEG |
| 3.71% | — | $138.3M | 556,719 | $0 | 0 | +556,719 | New Buy |
 LIBERTY MEDIA CORP DELFWONK |
| 3.48% | 3.39% | $130.0M | 1.4M | $107.9M | 1.3M | +97,241+7.66% | Add |
 AFFIRM HLDGS INC COM CL AAFRM |
| 3.35% | 3.17% | $125.1M | 1.5M | $101.1M | 2.2M | -671,401-30.44% | Reduce |
 NU HLDGS LTDNU |
| 3.12% | 3.65% | $116.4M | 8.7M | $116.3M | 8.1M | +620,300+7.66% | Add |
 VERISIGN INCVRSN |
| 2.52% | — | $94.1M | 373,991 | $0 | 0 | +373,991 | New Buy |
 AURORA INNOVATION INC CLASS AAUR |
| 2.11% | 1.39% | $78.8M | 11.6M | $44.2M | 10.7M | +820,944+7.65% | Add |
 SHOPIFY INCSHOP |
| 0.27% | — | $10.2M | 89,303 | $0 | 0 | +89,303 | New Buy |
