 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 31.91% | 17.21% | $207.5M | 434,582 | $108.6M | 321,496 | +113,086+35.17% | Add |
 AMAZON COM INCAMZN |
| 28.9% | 20.46% | $187.9M | 788,506 | $129.1M | 620,016 | +168,490+27.18% | Add |
 META PLATFORMS INCMETA |
| 20.59% | 17.66% | $133.9M | 237,786 | $111.5M | 194,859 | +42,927+22.03% | Add |
 ALPHABET INCGOOGL |
| 8.95% | 11.14% | $58.2M | 162,918 | $70.3M | 244,621 | -81,703-33.40% | Reduce |
 BROADCOM INCAVGO |
| 7.69% | — | $50.0M | 132,451 | $0 | 0 | +132,451 | New Buy |
 MSCI INCMSCI |
| 0.33% | — | $2.2M | 3,874 | $0 | 0 | +3,874 | New Buy |
 STRYKER CORPORATIONSYK |
| 0.31% | 10.33% | $2.0M | 6,474 | $65.2M | 198,397 | -191,923-96.74% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.28% | 5.58% | $1.8M | 3,512 | $35.2M | 70,462 | -66,950-95.02% | Reduce |
 MOODYS CORPMCO |
| 0.24% | — | $1.5M | 3,418 | $0 | 0 | +3,418 | New Buy |
 ASML HLDG NVASML |
| 0.14% | — | $917,132 | 461 | $0 | 0 | +461 | New Buy |
 GE AEROSPACEGE |
| 0.13% | — | $814,731 | 2,180 | $0 | 0 | +2,180 | New Buy |
 VISA INCV |
| 0.11% | — | $712,598 | 2,077 | $0 | 0 | +2,077 | New Buy |
 INTUITIVE SURGICAL INCISRG |
| 0.08% | — | $509,030 | 1,280 | $0 | 0 | +1,280 | New Buy |
 APPLE INCAAPL |
| 0.07% | — | $480,916 | 1,662 | $0 | 0 | +1,662 | New Buy |
 NVIDIA CORPORATIONNVDA |
| 0.07% | — | $445,801 | 2,228 | $0 | 0 | +2,228 | New Buy |
 HILTON WORLDWIDE HLDGS INCHLT |
| 0.07% | — | $438,190 | 1,326 | $0 | 0 | +1,326 | New Buy |
 TJX COS INC NEWTJX |
| 0.07% | — | $423,140 | 2,793 | $0 | 0 | +2,793 | New Buy |
 IDEXX LABS INC COMIDXX |
| 0.06% | — | $400,621 | 761 | $0 | 0 | +761 | New Buy |
