 NU HLDGS LTDNU |
| 13.23% | 11.77% | $346.4M | 25.9M | $258.3M | 18.0M | +8.0M+44.27% | Add |
 MERCADOLIBRE INC COMMELI |
| 13.2% | 12.43% | $345.7M | 203,673 | $272.8M | 157,804 | +45,869+29.07% | Add |
| SSEA LTD SPONSORD ADSSE |
| 11.96% | 11.76% | $313.3M | 3.3M | $258.1M | 3.1M | +152,981+4.91% | Add |
 COUPANG INC CLASS ACPNG |
| 8.29% | 10.13% | $217.0M | 12.5M | $222.2M | 11.8M | +723,815+6.15% | Add |
 GRAB HOLDINGS LIMITED CLASS A ORDGRAB |
| 7.59% | 5.44% | $198.6M | 52.7M | $119.3M | 32.6M | +20.1M+61.61% | Add |
 AMAZON COM INCAMZN |
| 3.29% | 3.14% | $86.3M | 362,012 | $68.9M | 330,915 | +31,097+9.40% | Add |
 MAKEMYTRIP LIMITED MAURITIUSMMYT |
| 3.15% | 2.6% | $82.4M | 1.5M | $57.1M | 1.5M | +13,852+0.90% | Add |
 META PLATFORMS INCMETA |
| 3.12% | 2.93% | $81.8M | 145,195 | $64.3M | 112,414 | +32,781+29.16% | Add |
 MASTERCARD INCORPORATEDMA |
| 2.88% | 0.31% | $75.5M | 147,028 | $6.7M | 13,497 | +133,531+989.34% | Add |
| KKASPI KZ JSCKSPI |
| 2.7% | 2.92% | $70.6M | 814,783 | $64.1M | 865,750 | -50,967-5.89% | Reduce |
 LPL FINL HLDGS INCLPLA |
| 2.69% | 3.98% | $70.4M | 249,962 | $87.4M | 290,443 | -40,481-13.94% | Reduce |
 MICROSOFT CORPMSFT |
| 2.3% | 2.34% | $60.3M | 161,594 | $51.3M | 138,606 | +22,988+16.59% | Add |
 ALPHABET INCGOOGL |
| 1.98% | 1.82% | $51.9M | 145,167 | $39.9M | 138,824 | +6,343+4.57% | Add |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 1.82% | 2.2% | $47.7M | 103,796 | $48.4M | 99,710 | +4,086+4.10% | Add |
 VISA INCV |
| 1.75% | 1.72% | $45.7M | 133,316 | $37.7M | 124,579 | +8,737+7.01% | Add |
 S&P GLOBAL INCSPGI |
| 1.71% | 1.9% | $44.8M | 109,899 | $41.8M | 98,247 | +11,652+11.86% | Add |
| EEMBRAER S.A.FGM |
| 1.49% | 0.92% | $39.1M | 613,290 | $20.3M | 341,255 | +272,035+79.72% | Add |
 ELEVANCE HEALTH INC FORMERLYELV |
| 1.43% | 0.99% | $37.4M | 96,798 | $21.8M | 74,377 | +22,421+30.15% | Add |
 SCHWAB CHARLES CORPSCHW |
| 1.36% | 2.27% | $35.6M | 385,511 | $49.9M | 530,439 | -144,928-27.32% | Reduce |
| DDOORDASH INCDASH |
| 1.36% | 1.33% | $35.5M | 192,538 | $29.2M | 194,738 | -2,200-1.13% | Reduce |
 CREDICORP LTDBAP |
| 1.33% | 1.01% | $34.8M | 89,443 | $22.1M | 65,156 | +24,287+37.28% | Add |
 UBER TECHNOLOGIES INCUBER |
| 1% | 1.26% | $26.1M | 362,027 | $27.6M | 383,398 | -21,371-5.57% | Reduce |
 EQUIFAX INCEFX |
| 0.84% | 0.05% | $21.9M | 138,211 | $1.1M | 5,971 | +132,240+2,214.70% | Add |
 BOOKING HOLDINGS INC COMBKNG |
| 0.79% | 1.43% | $20.6M | 115,577 | $31.3M | 7,432 | +108,145+1,455.13% | Add |
 IQVIA HLDGS INCIQV |
| 0.75% | 0.78% | $19.6M | 101,473 | $17.1M | 100,522 | +951+0.95% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.72% | 0.18% | $19.0M | 37,799 | $3.9M | 7,917 | +29,882+377.44% | Add |
| EENERGY TRANSFER L PET |
| 0.71% | 0.65% | $18.6M | 971,251 | $14.3M | 742,278 | +228,973+30.85% | Add |
| HHDFC BANK LTDHDB |
| 0.7% | 0.63% | $18.4M | 712,111 | $13.8M | 554,295 | +157,816+28.47% | Add |
 CAMDEN PPTY TRCPT |
| 0.7% | 0.71% | $18.3M | 159,727 | $15.6M | 159,727 | 00.00% | Unchanged |
| EEQUITY RESIDENTIALVMRK |
| 0.63% | 0.65% | $16.4M | 241,124 | $14.3M | 241,124 | 00.00% | Unchanged |
 DISNEY WALT CODIS |
| 0.62% | 0.73% | $16.2M | 167,809 | $16.0M | 166,477 | +1,332+0.80% | Add |
 MID-AMER APT CMNTYS INCMAA |
| 0.54% | 0.57% | $14.2M | 102,498 | $12.5M | 102,498 | 00.00% | Unchanged |
 ZILLOW GROUP INC CL AZ |
| 0.53% | 0.66% | $13.8M | 436,707 | $14.5M | 349,503 | +87,204+24.95% | Add |
 DANAHER CORP DEL COMDHR |
| 0.47% | 0.1% | $12.2M | 63,965 | $2.1M | 11,118 | +52,847+475.33% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.45% | 0.72% | $11.7M | 28,144 | $15.8M | 58,224 | -30,080-51.66% | Reduce |
 KINDER MORGAN INC DEL COMKMI |
| 0.45% | 0.56% | $11.7M | 365,566 | $12.3M | 365,566 | 00.00% | Unchanged |
 MELCO RESORTS AND ENTMNT LTD ADRMLCO |
| 0.4% | 2.92% | $10.4M | 2.0M | $64.0M | 11.3M | -9.3M-82.49% | Reduce |
 MOODYS CORPMCO |
| 0.29% | — | $7.7M | 17,012 | $0 | 0 | +17,012 | New Buy |
 CANADIAN PACIFIC KANSAS CITYCP |
| 0.15% | 0.16% | $3.9M | 45,078 | $3.5M | 45,078 | 00.00% | Unchanged |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.12% | 0.11% | $3.2M | 6,692 | $2.4M | 7,084 | -392-5.53% | Reduce |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 0.1% | 0.09% | $2.5M | 28,844 | $1.9M | 28,844 | 00.00% | Unchanged |
 INTUITINTU |
| 0.09% | — | $2.5M | 9,514 | $0 | 0 | +9,514 | New Buy |
 NVIDIA CORPORATIONNVDA |
| 0.09% | 0.21% | $2.4M | 11,882 | $4.6M | 26,149 | -14,267-54.56% | Reduce |
 PROGRESSIVE CORPPGR |
| 0.08% | 0.09% | $2.2M | 9,884 | $2.0M | 9,884 | 00.00% | Unchanged |
| CCRH PLCCRH |
| 0.08% | 0.09% | $2.0M | 19,103 | $2.0M | 19,103 | 00.00% | Unchanged |
 LENNAR CORPLEN |
| 0.07% | 0.08% | $1.7M | 19,327 | $1.7M | 19,327 | 00.00% | Unchanged |
 JD COM INCJD |
| 0.01% | 0.02% | $343,930 | 13,498 | $361,582 | 12,228 | +1,270+10.39% | Add |
 ICICI BANK LIMITEDIBN |
| 0.01% | — | $263,041 | 9,061 | $0 | 0 | +9,061 | New Buy |
