 DANAHER CORP DEL COMDHR |
| 12.52% | 12.36% | $1.29B | 6.8M | $1.38B | 7.3M | -512,799-7.05% | Reduce |
 AMAZON COM INCAMZN |
| 12.03% | 10.08% | $1.24B | 5.2M | $1.13B | 5.4M | -208,205-3.85% | Reduce |
 MICROSOFT CORPMSFT |
| 11.29% | 14.83% | $1.16B | 3.1M | $1.65B | 4.5M | -1.4M-30.33% | Reduce |
 MERCADOLIBRE INC COMMELI |
| 7.8% | 7.09% | $802.4M | 472,716 | $791.2M | 457,626 | +15,090+3.30% | Add |
 WEST PHARMACEUTICAL SVSC INCWST |
| 7.08% | 5.04% | $728.2M | 2.0M | $562.4M | 2.2M | -215,654-9.61% | Reduce |
 ALPHABET INCGOOGL |
| 6.94% | 5.24% | $713.8M | 2.0M | $584.7M | 2.0M | -36,079-1.77% | Reduce |
 VISA INCV |
| 5.09% | 4.1% | $523.9M | 1.5M | $457.8M | 1.5M | +12,323+0.81% | Add |
 STERIS PLCSTE |
| 4.67% | 4.57% | $480.2M | 2.3M | $510.5M | 2.3M | -27,761-1.20% | Reduce |
 TRIMBLE INC COMTRMB |
| 3.58% | 4.55% | $368.0M | 7.2M | $507.5M | 7.8M | -590,293-7.59% | Reduce |
 COOPER COS INCCOO |
| 3.46% | 2.95% | $356.3M | 5.0M | $328.9M | 4.6M | +369,284+8.03% | Add |
| NNUTANIX INCNTNX |
| 3.32% | 2.56% | $341.9M | 6.7M | $285.2M | 7.5M | -794,661-10.59% | Reduce |
 MSCI INCMSCI |
| 2.93% | 2.43% | $301.5M | 538,342 | $270.7M | 502,166 | +36,176+7.20% | Add |
 EQUIFAX INCEFX |
| 2.83% | 2.87% | $290.9M | 1.8M | $319.7M | 1.8M | +56,974+3.21% | Add |
 INTUITINTU |
| 2.78% | 3.19% | $285.9M | 1.1M | $356.3M | 823,962 | +271,526+32.95% | Add |
 WORKDAY INCWDAY |
| 2.75% | 4.87% | $282.9M | 2.3M | $543.3M | 4.2M | -1.9M-44.74% | Reduce |
 MOODYS CORPMCO |
| 2.37% | 1.43% | $243.9M | 538,516 | $159.8M | 366,361 | +172,155+46.99% | Add |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 1.69% | 1.43% | $173.8M | 378,559 | $159.1M | 328,010 | +50,549+15.41% | Add |
 STRYKER CORPORATIONSYK |
| 1.57% | — | $161.3M | 512,346 | $0 | 0 | +512,346 | New Buy |
 SCHWAB CHARLES CORPSCHW |
| 1.45% | 2.31% | $148.7M | 1.6M | $257.9M | 2.7M | -1.1M-41.26% | Reduce |
| RREMITLY GLOBAL INCRELY |
| 1.07% | 1.08% | $109.6M | 4.9M | $120.5M | 7.7M | -2.8M-36.40% | Reduce |
| SSERVICETITAN INC SHS CL ATTAN |
| 0.81% | 1% | $83.5M | 1.2M | $111.1M | 1.8M | -570,444-32.57% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.66% | 0.42% | $67.7M | 141,665 | $47.0M | 138,944 | +2,721+1.96% | Add |
 H WORLD GROUP LTDHTHT |
| 0.47% | 0.48% | $48.0M | 1.2M | $54.0M | 1.1M | +78,339+7.30% | Add |
| SSOPHIA GENETICS SA FSOPH |
| 0.38% | 0.3% | $39.2M | 6.8M | $33.6M | 6.8M | 00.00% | Unchanged |
| SSEA LTD SPONSORD ADSSE |
| 0.16% | 0.07% | $16.2M | 168,830 | $7.7M | 93,325 | +75,505+80.91% | Add |
 COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH |
| 0.15% | 0.24% | $15.4M | 396,547 | $26.3M | 428,010 | -31,463-7.35% | Reduce |
 COUPANG INC CLASS ACPNG |
| 0.13% | 0.14% | $12.9M | 745,027 | $16.2M | 856,309 | -111,282-13.00% | Reduce |
| FFRESHWORKS INCFRSH |
| 0.06% | 0.05% | $6.4M | 631,598 | $5.6M | 703,407 | -71,809-10.21% | Reduce |
