 META PLATFORMS INCMETA |
| 18.58% | 22.34% | $395.9M | 702,909 | $401.7M | 702,079 | +830+0.12% | Add |
| AAlphabet Inc Class CGOOG |
| 14.33% | 13.79% | $305.4M | 864,256 | $247.9M | 864,256 | 00.00% | Unchanged |
 CREDIT ACCEP CORP MICHCACC |
| 10.7% | 8.43% | $228.0M | 358,067 | $151.6M | 358,067 | 00.00% | Unchanged |
 HCA HEALTHCARE INCHCA |
| 9.18% | 6.9% | $195.7M | 502,045 | $124.1M | 262,245 | +239,800+91.44% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 7.53% | 5.81% | $160.6M | 386,368 | $104.5M | 386,368 | 00.00% | Unchanged |
 HEICO CORP NEWHEI |
| 7.44% | 7.18% | $158.7M | 615,183 | $129.1M | 611,483 | +3,700+0.61% | Add |
 NETFLIX INCNFLX |
| 6.98% | 11.07% | $148.8M | 2.1M | $199.2M | 2.1M | +12,800+0.62% | Add |
 MSCI INCMSCI |
| 6.78% | 7.69% | $144.6M | 258,211 | $138.3M | 256,611 | +1,600+0.62% | Add |
 BROWN & BROWN INC COMBRO |
| 5.36% | 5.88% | $114.2M | 1.8M | $105.7M | 1.6M | +159,000+9.81% | Add |
| KKAROOOOO LTDKARO |
| 5.3% | 6.1% | $112.9M | 2.3M | $109.7M | 2.2M | +87,000+3.95% | Add |
 MICRON TECHNOLOGY INCMU |
| 4.02% | — | $85.8M | 74,300 | $0 | 0 | +74,300 | New Buy |
| SSANDISK CORP COMSNDK |
| 2.52% | — | $53.7M | 23,600 | $0 | 0 | +23,600 | New Buy |
 BLOOM ENERGY CORPBE |
| 1.27% | — | $27.1M | 89,400 | $0 | 0 | +89,400 | New Buy |
