 VISA INCV |
| 17.32% | 15.7% | $148.0M | 664,633 | $155.4M | 664,633 | 00.00% | Unchanged |
 MASTERCARD INCORPORATEDMA |
| 17.06% | 14.97% | $145.8M | 419,414 | $148.1M | 405,714 | +13,700+3.38% | Add |
 META PLATFORMS INCMETA |
| 14.46% | 13.75% | $123.6M | 364,040 | $136.1M | 391,440 | -27,400-7.00% | Reduce |
 ALIBABA GROUP HLDG LTDBABA |
| 10.05% | 9.75% | $85.9M | 579,960 | $96.5M | 425,460 | +154,500+36.31% | Add |
| AAlphabet Inc Class CGOOG |
| 9.92% | 10.89% | $84.7M | 31,797 | $107.8M | 43,000 | -11,203-26.05% | Reduce |
 MICROSOFT CORPMSFT |
| 9.35% | 7.76% | $79.9M | 283,500 | $76.8M | 283,500 | 00.00% | Unchanged |
 DOLLAR TREE INCDLTR |
| 8.22% | 7.15% | $70.2M | 733,860 | $70.8M | 711,292 | +22,568+3.17% | Add |
| FFISERV INCFISV |
| 4.79% | — | $40.9M | 377,370 | $0 | 0 | +377,370 | New Buy |
 ALPHABET INCGOOGL |
| 4.38% | 3.45% | $37.4M | 14,000 | $34.2M | 14,000 | 00.00% | Unchanged |
| OOPTIMUM COMMUNICATIONS INCOPTU |
| 2.62% | — | $22.4M | 1.1M | $0 | 0 | +1.1M | New Buy |
 OLLIES BARGAIN OUTLET HLDGSOLLI |
| 1.84% | — | $15.7M | 260,346 | $0 | 0 | +260,346 | New Buy |
