 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 10.35% | 8.02% | $236.0M | 494,195 | $173.1M | 512,252 | -18,057-3.53% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 7.88% | 7.15% | $179.6M | 897,613 | $154.3M | 884,728 | +12,885+1.46% | Add |
| AAlphabet Inc Class CGOOG |
| 6.87% | 6.7% | $156.6M | 443,172 | $144.5M | 503,717 | -60,545-12.02% | Reduce |
 APPLE INCAAPL |
| 6.66% | 7.37% | $152.0M | 525,232 | $159.1M | 626,968 | -101,736-16.23% | Reduce |
 AMAZON COM INCAMZN |
| 4.73% | 4.57% | $107.9M | 452,551 | $98.6M | 473,508 | -20,957-4.43% | Reduce |
 BROADCOM INCAVGO |
| 4.28% | 3.61% | $97.7M | 258,548 | $77.9M | 251,541 | +7,007+2.79% | Add |
 APPLIED MATLS INCAMAT |
| 4.16% | 2.88% | $94.9M | 131,259 | $62.2M | 182,091 | -50,832-27.92% | Reduce |
 SCHWAB CHARLES CORPSCHW |
| 3.7% | 4.17% | $84.4M | 914,616 | $90.0M | 957,372 | -42,756-4.47% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 3.55% | 4.26% | $80.9M | 157,526 | $91.9M | 183,836 | -26,310-14.31% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 3.54% | 2.55% | $80.8M | 194,489 | $55.1M | 203,550 | -9,061-4.45% | Reduce |
 LINDE PLCLIN |
| 3.31% | 5.08% | $75.5M | 145,480 | $109.7M | 221,210 | -75,730-34.23% | Reduce |
 CAPITAL ONE FINL CORPCOF |
| 2.95% | 2.96% | $67.4M | 335,828 | $64.0M | 350,547 | -14,719-4.20% | Reduce |
 TRANSDIGM GROUP INCTDG |
| 2.9% | 3.29% | $66.2M | 49,681 | $71.1M | 61,324 | -11,643-18.99% | Reduce |
 BAKER HUGHES COMPANYBKR |
| 2.76% | 3.36% | $63.0M | 1.1M | $72.5M | 1.2M | -51,573-4.34% | Reduce |
 META PLATFORMS INCMETA |
| 2.76% | 4.33% | $62.9M | 111,729 | $93.5M | 163,366 | -51,637-31.61% | Reduce |
 UBER TECHNOLOGIES INCUBER |
| 2.64% | 2.92% | $60.2M | 833,934 | $62.9M | 875,095 | -41,161-4.70% | Reduce |
| CCBRE GROUP INC CL ACBRE |
| 2.55% | — | $58.1M | 413,589 | $0 | 0 | +413,589 | New Buy |
 CME GROUP INCCME |
| 2.5% | 3.7% | $57.1M | 258,688 | $79.8M | 270,331 | -11,643-4.31% | Reduce |
 DEXCOM INCDXCM |
| 2.42% | 2.5% | $55.1M | 818,840 | $53.9M | 858,513 | -39,673-4.62% | Reduce |
| HHDFC BANK LTDHDB |
| 2.35% | 2.16% | $53.6M | 2.1M | $46.6M | 1.9M | +202,598+10.83% | Add |
 AMETEK INC COMAME |
| 2.28% | — | $52.0M | 215,011 | $0 | 0 | +215,011 | New Buy |
 VERTEX PHARMACEUTICALS INCVRTX |
| 2.21% | 2.2% | $50.5M | 101,619 | $47.5M | 106,370 | -4,751-4.47% | Reduce |
 CHIPOTLE MEXICAN GRILL INCCMG |
| 2.15% | 2.24% | $49.1M | 1.4M | $48.4M | 1.5M | -66,849-4.42% | Reduce |
 INTUITINTU |
| 2.1% | 3.02% | $47.8M | 183,254 | $65.1M | 150,674 | +32,580+21.62% | Add |
 ANALOG DEVICES INC COMADI |
| 2.09% | — | $47.6M | 119,908 | $0 | 0 | +119,908 | New Buy |
 WASTE MGMT INC DELWM |
| 2.08% | 2.37% | $47.5M | 212,930 | $51.2M | 222,703 | -9,773-4.39% | Reduce |
 EQUIFAX INCEFX |
| 1.93% | 2.42% | $44.0M | 277,384 | $52.3M | 290,287 | -12,903-4.44% | Reduce |
 TRIP COM GROUP LTDTCOM |
| 1.65% | 2.26% | $37.6M | 942,905 | $48.8M | 979,652 | -36,747-3.75% | Reduce |
| SSEA LTD SPONSORD ADSSE |
| 0.4% | 0.36% | $9.1M | 94,590 | $7.9M | 94,868 | -278-0.29% | Reduce |
 GRAB HOLDINGS LIMITED CLASS A ORDGRAB |
| 0.24% | 0.25% | $5.6M | 1.5M | $5.4M | 1.5M | -4,790-0.32% | Reduce |
