 NVIDIA CORPORATIONNVDA |
| 19.54% | 19.83% | $175.9M | 878,980 | $162.6M | 932,066 | -53,086-5.70% | Reduce |
| AAlphabet Inc Class CGOOG |
| 10.72% | 10.17% | $96.5M | 273,112 | $83.4M | 290,778 | -17,666-6.08% | Reduce |
 ASML HLDG NVASML |
| 7.73% | 6.02% | $69.5M | 34,952 | $49.4M | 37,372 | -2,420-6.48% | Reduce |
 AMAZON COM INCAMZN |
| 7.46% | 7.55% | $67.1M | 281,682 | $61.9M | 297,063 | -15,381-5.18% | Reduce |
 META PLATFORMS INCMETA |
| 7.09% | 8.37% | $63.8M | 113,252 | $68.6M | 119,970 | -6,718-5.60% | Reduce |
 PALO ALTOPANW |
| 7.04% | 3.85% | $63.4M | 185,946 | $31.6M | 196,965 | -11,019-5.59% | Reduce |
 APPLE INCAAPL |
| 4.79% | 4.83% | $43.1M | 148,882 | $39.6M | 156,174 | -7,292-4.67% | Reduce |
 MERCADOLIBRE INC COMMELI |
| 4.36% | 5.13% | $39.3M | 23,135 | $42.0M | 24,301 | -1,166-4.80% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 4.35% | 4.9% | $39.2M | 76,229 | $40.2M | 80,418 | -4,189-5.21% | Reduce |
 ALPHABET INCGOOGL |
| 3.44% | 3.17% | $31.0M | 86,646 | $26.0M | 90,441 | -3,795-4.20% | Reduce |
 ELI LILLY & COLLY |
| 3.43% | 3.05% | $30.9M | 25,770 | $25.0M | 27,183 | -1,413-5.20% | Reduce |
 BOOKING HOLDINGS INC COMBKNG |
| 2.88% | 3.19% | $25.9M | 145,347 | $26.2M | 6,211 | +139,136+2,240.15% | Add |
 INTUITIVE SURGICAL INCISRG |
| 2.85% | 3.96% | $25.6M | 64,436 | $32.4M | 70,382 | -5,946-8.45% | Reduce |
 UBER TECHNOLOGIES INCUBER |
| 2.51% | 2.94% | $22.6M | 312,962 | $24.1M | 334,839 | -21,877-6.53% | Reduce |
 NU HLDGS LTDNU |
| 2.36% | 2.95% | $21.2M | 1.6M | $24.2M | 1.7M | -94,251-5.60% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 2.31% | — | $20.8M | 43,547 | $0 | 0 | +43,547 | New Buy |
 DEXCOM INCDXCM |
| 2.12% | 2.29% | $19.1M | 283,168 | $18.8M | 299,552 | -16,384-5.47% | Reduce |
 STRYKER CORPORATIONSYK |
| 1.66% | 2.01% | $15.0M | 47,506 | $16.5M | 50,214 | -2,708-5.39% | Reduce |
 BAKER HUGHES COMPANYBKR |
| 1.47% | — | $13.2M | 238,389 | $0 | 0 | +238,389 | New Buy |
 CME GROUP INCCME |
| 1.25% | 1.91% | $11.3M | 51,112 | $15.6M | 52,874 | -1,762-3.33% | Reduce |
| IISHARES MSCI ACWI ETFTOK |
| 0.56% | 0.71% | $5.0M | 32,029 | $5.8M | 42,117 | -10,088-23.95% | Reduce |
| VVANGUARD INTL EQUITY INDEX FVT |
| 0.09% | 0.03% | $819,976 | 5,224 | $217,509 | 1,572 | +3,652+232.32% | Add |
