 APPLE INCAAPL |
| 7.88% | 6.46% | $3.5M | 12,846 | $3.6M | 14,049 | -1,203-8.56% | Reduce |
 MICROSOFT CORPMSFT |
| 7.54% | 6.67% | $3.3M | 6,913 | $3.7M | 7,129 | -216-3.03% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 7.47% | 7.01% | $3.3M | 17,762 | $3.9M | 20,794 | -3,032-14.58% | Reduce |
 AMAZON COM INCAMZN |
| 6.8% | 5.53% | $3.0M | 13,067 | $3.1M | 13,934 | -867-6.22% | Reduce |
 ELI LILLY & COLLY |
| 5.64% | 4.27% | $2.5M | 2,325 | $2.4M | 3,096 | -771-24.90% | Reduce |
 META PLATFORMS INCMETA |
| 5.55% | 5.22% | $2.5M | 3,725 | $2.9M | 3,934 | -209-5.31% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 4.1% | 2.84% | $1.8M | 5,982 | $1.6M | 5,624 | +358+6.37% | Add |
| AAlphabet Inc Class CGOOG |
| 3.94% | 2.92% | $1.7M | 5,567 | $1.6M | 6,631 | -1,064-16.05% | Reduce |
 ALPHABET INCGOOGL |
| 3.93% | 2.92% | $1.7M | 5,571 | $1.6M | 6,640 | -1,069-16.10% | Reduce |
 NETFLIX INCNFLX |
| 3.61% | 3.65% | $1.6M | 17,050 | $2.0M | 1,684 | +15,366+912.47% | Add |
 UBER TECHNOLOGIES INCUBER |
| 3.46% | 3% | $1.5M | 18,778 | $1.7M | 16,937 | +1,841+10.87% | Add |
 SHOPIFY INCSHOP |
| 3.35% | 3.47% | $1.5M | 9,237 | $1.9M | 12,941 | -3,704-28.62% | Reduce |
 SCHWAB CHARLES CORPSCHW |
| 3.28% | 2.74% | $1.5M | 14,577 | $1.5M | 15,865 | -1,288-8.12% | Reduce |
 DISNEY WALT CODIS |
| 2.99% | 2.61% | $1.3M | 11,644 | $1.4M | 12,628 | -984-7.79% | Reduce |
 BOOKING HOLDINGS INC COMBKNG |
| 2.98% | 2.41% | $1.3M | 247 | $1.3M | 247 | 00.00% | Unchanged |
 BLACKSTONE INCBX |
| 2.87% | 2.59% | $1.3M | 8,261 | $1.4M | 8,387 | -126-1.50% | Reduce |
| KKKR & CO INC COMKKR |
| 2.8% | 2.56% | $1.2M | 9,749 | $1.4M | 10,915 | -1,166-10.68% | Reduce |
 APPLIED MATLS INCAMAT |
| 2.8% | 1.9% | $1.2M | 4,829 | $1.1M | 5,149 | -320-6.21% | Reduce |
 STARBUCKS CORPSBUX |
| 2.37% | 2.11% | $1.1M | 12,499 | $1.2M | 13,816 | -1,317-9.53% | Reduce |
 PINTEREST INCPINS |
| 2.08% | 2.07% | $921,063 | 35,576 | $1.1M | 35,576 | 00.00% | Unchanged |
 DATADOG INCDDOG |
| 2.08% | 1.82% | $920,516 | 6,769 | $1.0M | 7,084 | -315-4.45% | Reduce |
 INTUITINTU |
| 1.86% | 1.66% | $825,375 | 1,246 | $920,563 | 1,348 | -102-7.57% | Reduce |
 NIKE INCNKE |
| 1.76% | 1.55% | $782,231 | 12,278 | $856,145 | 12,278 | 00.00% | Unchanged |
 AUTODESK INCADSK |
| 1.67% | 1.52% | $739,137 | 2,497 | $842,779 | 2,653 | -156-5.88% | Reduce |
 MCDONALDS CORPMCD |
| 1.26% | 1% | $558,997 | 1,829 | $555,815 | 1,829 | 00.00% | Unchanged |
 ADOBE INC COMADBE |
| 1.25% | 1.01% | $554,734 | 1,585 | $559,109 | 1,585 | 00.00% | Unchanged |
 PEPSICO INCPEP |
| 1.21% | 0.95% | $535,186 | 3,729 | $523,701 | 3,729 | 00.00% | Unchanged |
 ZOETIS INC CL AZTS |
| 1.2% | 1.4% | $531,086 | 4,221 | $777,398 | 5,313 | -1,092-20.55% | Reduce |
| CCOREWEAVE INC CLASS ACRWV |
| 1.14% | 0.86% | $503,633 | 7,033 | $474,185 | 3,465 | +3,568+102.97% | Add |
 LOCKHEED MARTIN CORPLMT |
| 1.13% | 0.85% | $503,017 | 1,040 | $468,259 | 938 | +102+10.87% | Add |
