 ASML HLDG NVASML |
| 16.61% | 14.76% | $259.4M | 130,364 | $185.3M | 140,295 | -9,931-7.08% | Reduce |
| AAPPLOVIN CORPAPP |
| 14.5% | 10.04% | $226.3M | 439,313 | $126.1M | 316,952 | +122,361+38.61% | Add |
 ROYALTY PHARMA PLCRPRX |
| 8.82% | 8.7% | $137.7M | 2.5M | $109.2M | 2.3M | +179,958+7.90% | Add |
 BOOKING HOLDINGS INC COMBKNG |
| 8.46% | 5.51% | $132.2M | 741,500 | $69.2M | 16,444 | +725,056+4,409.24% | Add |
 S&P GLOBAL INCSPGI |
| 8.25% | 7.54% | $128.9M | 316,413 | $94.7M | 222,683 | +93,730+42.09% | Add |
 UBER TECHNOLOGIES INCUBER |
| 8.14% | 6.24% | $127.1M | 1.8M | $78.4M | 1.1M | +671,660+61.60% | Add |
 LIVE NATION ENTERTAINMENT INLYV |
| 7.69% | 7.38% | $120.1M | 655,658 | $92.7M | 607,609 | +48,049+7.91% | Add |
 DANAHER CORP DEL COMDHR |
| 7.64% | 8.76% | $119.3M | 626,211 | $110.0M | 580,240 | +45,971+7.92% | Add |
 META PLATFORMS INCMETA |
| 7.21% | 7.37% | $112.6M | 199,901 | $92.5M | 161,683 | +38,218+23.64% | Add |
 AERCAP HOLDINGS NV SHSAER |
| 7.16% | 12.27% | $111.8M | 766,828 | $154.1M | 1.1M | -356,661-31.75% | Reduce |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 5.51% | 11.43% | $86.1M | 1.2M | $143.5M | 2.2M | -1.1M-47.82% | Reduce |
