 VIKING HOLDINGS LTD ORD SHSVIK |
| 8.83% | 8.83% | $64.5M | 616,700 | $49.8M | 677,087 | -60,387-8.92% | Reduce |
 CIENA CORPCIEN |
| 8.74% | 8.97% | $63.9M | 130,272 | $50.6M | 130,272 | 00.00% | Unchanged |
 NU HLDGS LTDNU |
| 8.38% | 7.21% | $61.3M | 4.6M | $40.6M | 2.8M | +1.8M+62.15% | Add |
 LIBERTY MEDIA CORP DELFWONK |
| 7.87% | 7.75% | $57.5M | 604,763 | $43.7M | 513,490 | +91,273+17.78% | Add |
 AMERICAN EXPRESS COAXP |
| 7.71% | — | $56.4M | 166,784 | $0 | 0 | +166,784 | New Buy |
 ANALOG DEVICES INC COMADI |
| 7.59% | 3.59% | $55.5M | 139,751 | $20.3M | 63,652 | +76,099+119.55% | Add |
| RRALPH LAUREN CORPRL |
| 7.44% | 7.17% | $54.4M | 135,557 | $40.4M | 117,540 | +18,017+15.33% | Add |
 AFFIRM HLDGS INC COM CL AAFRM |
| 6.34% | 6.78% | $46.4M | 568,524 | $38.2M | 834,289 | -265,765-31.86% | Reduce |
 META PLATFORMS INCMETA |
| 5.87% | 7.74% | $43.0M | 76,272 | $43.6M | 76,272 | 00.00% | Unchanged |
| MMASTEC INCMTZ |
| 5% | 6.44% | $36.5M | 87,828 | $36.3M | 112,741 | -24,913-22.10% | Reduce |
 SHOPIFY INCSHOP |
| 4.8% | 4.46% | $35.1M | 307,137 | $25.1M | 211,795 | +95,342+45.02% | Add |
 NATERA INCNTRA |
| 4.31% | — | $31.5M | 116,021 | $0 | 0 | +116,021 | New Buy |
 INTUITINTU |
| 3.52% | 10.06% | $25.7M | 98,636 | $56.7M | 131,173 | -32,537-24.80% | Reduce |
| OON HLDG AGONON |
| 3.24% | 7.23% | $23.7M | 668,771 | $40.7M | 1.2M | -528,567-44.15% | Reduce |
 NETFLIX INCNFLX |
| 2.94% | 5.13% | $21.5M | 300,810 | $28.9M | 300,810 | 00.00% | Unchanged |
| LLIONSGATE STUDIOS CORPLION |
| 2.61% | — | $19.1M | 1.2M | $0 | 0 | +1.2M | New Buy |
 MERCADOLIBRE INC COMMELI |
| 2.47% | 3.27% | $18.1M | 10,642 | $18.4M | 10,642 | 00.00% | Unchanged |
 RED ROCK RESORTS INCRRR |
| 2.12% | — | $15.5M | 237,896 | $0 | 0 | +237,896 | New Buy |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.25% | — | $1.8M | 2,401 | $0 | 0 | +2,401 | New Buy |
