 BROADCOM INCAVGO |
| 17.15% | 23.45% | $6.9M | 18,458 | $6.8M | 21,962 | -3,504-15.95% | Reduce |
 AMAZON COM INCAMZN |
| 15.17% | 21.42% | $6.1M | 25,640 | $6.2M | 29,818 | -4,178-14.01% | Reduce |
| KKKR & CO INC COMKKR |
| 10.86% | 17.36% | $4.4M | 48,017 | $5.0M | 54,411 | -6,394-11.75% | Reduce |
| CCcc Intelligent Solutions Holdings Inc Ordinary SharesCCC |
| 10.66% | — | $4.3M | 875,795 | $0 | 0 | +875,795 | New Buy |
| DDOORDASH INCDASH |
| 10.55% | 12.5% | $4.3M | 22,904 | $3.6M | 24,137 | -1,233-5.11% | Reduce |
 APOLLO GLOBAL MGMT INC COMAPO |
| 8.47% | — | $3.4M | 29,364 | $0 | 0 | +29,364 | New Buy |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 8.21% | 9.95% | $3.3M | 7,122 | $2.9M | 8,535 | -1,413-16.56% | Reduce |
 VERISK ANALYTICS INC COMVRSK |
| 7.82% | — | $3.2M | 17,704 | $0 | 0 | +17,704 | New Buy |
 GODADDY INCGDDY |
| 5.22% | 8.39% | $2.1M | 25,225 | $2.4M | 29,432 | -4,207-14.29% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 4.64% | 6.91% | $1.9M | 9,518 | $2.0M | 11,489 | -1,971-17.16% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.24% | — | $503,239 | 1,009 | $0 | 0 | +1,009 | New Buy |
