 AVIS BUDGET GROUP INCCAR |
| 23.83% | 26.86% | $2.58B | 17.4M | $2.54B | 17.4M | 00.00% | Unchanged |
 NETFLIX INCNFLX |
| 10.03% | 15.42% | $1.08B | 15.2M | $1.46B | 15.2M | 00.00% | Unchanged |
 ROBLOX CORP CL ARBLX |
| 6.57% | 3.94% | $710.4M | 13.1M | $373.4M | 6.6M | +6.5M+97.88% | Add |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 6.47% | 2.48% | $699.9M | 2.6M | $235.2M | 2.5M | +67,967+2.71% | Add |
 TAPESTRY INCTPR |
| 5.5% | 7.53% | $594.7M | 4.1M | $712.9M | 5.1M | -988,947-19.58% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 4.66% | 3.1% | $503.9M | 867,370 | $293.5M | 1.4M | -575,182-39.87% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 4.63% | 4.61% | $500.2M | 2.5M | $436.1M | 2.5M | -525-0.02% | Reduce |
 META PLATFORMS INCMETA |
| 3.79% | 4.35% | $409.5M | 727,009 | $411.8M | 719,729 | +7,280+1.01% | Add |
 UNITED AIRLS HLDGS INC COMUAL |
| 3.7% | 2.83% | $400.2M | 2.9M | $268.2M | 2.9M | +30,243+1.04% | Add |
 COHERENT CORPCOHR |
| 3.39% | — | $366.8M | 929,963 | $0 | 0 | +929,963 | New Buy |
 BURLINGTON STORES INC COMBURL |
| 3.15% | 3.98% | $340.7M | 1.1M | $376.4M | 1.2M | -81,578-7.05% | Reduce |
 CELESTICA INCCLS |
| 3.08% | 3.03% | $332.7M | 911,927 | $286.4M | 1.0M | -104,813-10.31% | Reduce |
| CCARMAX INCKMX |
| 2.9% | 2.48% | $313.3M | 5.9M | $235.0M | 5.7M | +271,188+4.80% | Add |
 PLANET FITNESS MASTER ISSUERPLNT |
| 2.37% | 3.84% | $256.5M | 4.9M | $363.5M | 4.9M | +30,789+0.63% | Add |
 MONGODB INC CL AMDB |
| 2.29% | 1.36% | $248.1M | 738,611 | $129.0M | 526,942 | +211,669+40.17% | Add |
 TWILIO INCTWLO |
| 2.05% | 2.74% | $221.9M | 1.1M | $259.7M | 2.1M | -988,725-47.89% | Reduce |
| FFIVE BELOW INCFIVE |
| 1.84% | 1.74% | $198.7M | 1.1M | $165.2M | 722,826 | +382,283+52.89% | Add |
| FFERMI INCFRMI |
| 1.71% | — | $185.1M | 20.2M | $0 | 0 | +20.2M | New Buy |
 TESLA INCTSLA |
| 1.23% | — | $132.6M | 315,200 | $0 | 0 | +315,200 | New Buy |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.15% | 1.82% | $124.8M | 261,301 | $172.4M | 510,073 | -248,772-48.77% | Reduce |
| HHUT 8 CORPHUT |
| 1.07% | 1.53% | $115.4M | 1.0M | $144.7M | 3.1M | -2.1M-67.58% | Reduce |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 1.04% | 1.25% | $112.7M | 245,475 | $118.6M | 244,547 | +928+0.38% | Add |
 AIRBNB INC COM CL AABNB |
| 0.83% | 2.37% | $89.8M | 627,405 | $224.3M | 1.8M | -1.1M-64.68% | Reduce |
| SSANDISK CORP COMSNDK |
| 0.74% | 0.24% | $80.4M | 35,374 | $22.3M | 35,095 | +279+0.79% | Add |
| WWARBY PARKER INCWRBY |
| 0.41% | 0.32% | $44.1M | 1.5M | $30.3M | 1.4M | +14,125+0.98% | Add |
| CCHARLES RIV LABS INTL INCCRL |
| 0.39% | — | $42.5M | 187,384 | $0 | 0 | +187,384 | New Buy |
 TRIP COM GROUP LTDTCOM |
| 0.28% | 0.4% | $30.4M | 763,477 | $37.7M | 757,817 | +5,660+0.75% | Add |
 COMCAST CORP NEW CL ACMCSA |
| 0.22% | 0.3% | $24.2M | 984,257 | $27.9M | 972,985 | +11,272+1.16% | Add |
 ELEVANCE HEALTH INC FORMERLYELV |
| 0.22% | 0.18% | $24.0M | 61,945 | $17.4M | 59,568 | +2,377+3.99% | Add |
 COUPANG INC CLASS ACPNG |
| 0.18% | 0.22% | $19.6M | 1.1M | $21.1M | 1.1M | +10,634+0.95% | Add |
 HUMANA INC COMHUM |
| 0.12% | — | $13.2M | 33,282 | $0 | 0 | +33,282 | New Buy |
 HESAI GROUPHSAI |
| 0.09% | 0.11% | $10.3M | 563,130 | $10.7M | 559,706 | +3,424+0.61% | Add |
 SOUNDHOUND AI INC CLASS A COMSOUN |
| 0.06% | — | $6.6M | 1.0M | $0 | 0 | +1.0M | New Buy |
