 SMURFIT WESTROCK PLC SHSSW |
| 10.68% | 7.85% | $29.5M | 558,692 | $38.4M | 836,638 | -277,946-33.22% | Reduce |
 FERROVIAL NV ORD SHSFER |
| 9.12% | 7.19% | $25.2M | 368,047 | $35.2M | 551,407 | -183,360-33.25% | Reduce |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 7.87% | 5.81% | $21.8M | 41,511 | $28.4M | 50,938 | -9,427-18.51% | Reduce |
| DDEUTSCHE BK AG |
| 6.92% | — | $19.1M | 565,061 | $0 | 0 | +565,061 | New Buy |
 ASTRAZENECA PLCAZN |
| 6.39% | 7.69% | $17.7M | 109,781 | $37.6M | 222,469 | -112,688-50.65% | Reduce |
 International Flavors & Fragrances INC Fragrans CORP COMMONIFF |
| 6.07% | — | $16.8M | 185,402 | $0 | 0 | +185,402 | New Buy |
 SNOWFLAKE INC COM SHSSNOW |
| 5.42% | 0.75% | $15.0M | 51,595 | $3.7M | 21,097 | +30,498+144.56% | Add |
 DATADOG INCDDOG |
| 4.38% | 2.07% | $12.1M | 40,740 | $10.1M | 74,377 | -33,637-45.23% | Reduce |
 META PLATFORMS INCMETA |
| 4.13% | 6.92% | $11.4M | 17,759 | $33.9M | 51,376 | -33,617-65.43% | Reduce |
 PALO ALTOPANW |
| 3.86% | — | $10.7M | 27,400 | $0 | 0 | +27,400 | New Buy |
| DDOORDASH INCDASH |
| 3.85% | 4.54% | $10.7M | 50,522 | $22.2M | 128,520 | -77,998-60.69% | Reduce |
 AMAZON COM INCAMZN |
| 3.77% | 6.38% | $10.4M | 38,276 | $31.2M | 130,181 | -91,905-70.60% | Reduce |
 SHOPIFY INCSHOP |
| 3.69% | 2.06% | $10.2M | 78,325 | $10.1M | 73,743 | +4,582+6.21% | Add |
| FFIGMA INCFIG |
| 3.22% | — | $8.9M | 430,581 | $0 | 0 | +430,581 | New Buy |
| CCRH PLCCRH |
| 3.05% | 6.9% | $8.4M | 69,018 | $33.8M | 279,133 | -210,115-75.27% | Reduce |
 UBS GROUP AGUBS |
| 2.99% | 13.62% | $8.3M | 180,748 | $66.7M | 1.9M | -1.7M-90.40% | Reduce |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 2.97% | — | $8.2M | 28,748 | $0 | 0 | +28,748 | New Buy |
 AIRBNB INC COM CL AABNB |
| 2.73% | — | $7.6M | 46,200 | $0 | 0 | +46,200 | New Buy |
| AAMRIZE LTD SHSAMRZ |
| 2.29% | 5.41% | $6.3M | 129,703 | $26.4M | 527,515 | -397,812-75.41% | Reduce |
 ZSCALER INCZS |
| 1.69% | — | $4.7M | 28,963 | $0 | 0 | +28,963 | New Buy |
 CROWDSTRIKE HLDGS INCCRWD |
| 1.64% | 0.85% | $4.5M | 5,211 | $4.2M | 9,285 | -4,074-43.88% | Reduce |
| GGUIDEWIRE SOFTWARE INCGWRE |
| 1.54% | 0.04% | $4.3M | 30,390 | $178,792 | 1,038 | +29,352+2,827.75% | Add |
 SALESFORCE INCCRM |
| 1.54% | — | $4.3M | 23,841 | $0 | 0 | +23,841 | New Buy |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.06% | 0.27% | $164,459 | 2,115 | $1.3M | 14,122 | -12,007-85.02% | Reduce |
 LOGITECH INTL S A SHSLOGI |
| 0.05% | 0.02% | $124,749 | 1,441 | $96,588 | 1,159 | +282+24.33% | Add |
 ACCENTURE PLC IRELANDACN |
| 0.04% | 0.71% | $104,657 | 736 | $3.5M | 15,252 | -14,516-95.17% | Reduce |
 ALCON AG ORD SHSALC |
| 0.02% | 0.02% | $57,353 | 919 | $87,906 | 1,288 | -369-28.65% | Reduce |
 INTUITINTU |
| <0.01% | 1.67% | $13,720 | 46 | $8.2M | 16,374 | -16,328-99.72% | Reduce |
