 MICROSOFT CORPMSFT |
| 18.12% | 22.68% | $23.3M | 62,376 | $29.2M | 78,866 | -16,490-20.91% | Reduce |
 META PLATFORMS INCMETA |
| 15.84% | 16.03% | $20.3M | 36,112 | $20.6M | 36,072 | +40+0.11% | Add |
| AAPPFOLIO INCAPPF |
| 11.02% | 13.48% | $14.2M | 88,270 | $17.3M | 109,905 | -21,635-19.69% | Reduce |
 ALPHABET INCGOOGL |
| 9.5% | 7.63% | $12.2M | 34,141 | $9.8M | 34,141 | 00.00% | Unchanged |
 MERCADOLIBRE INC COMMELI |
| 7.76% | 6.58% | $10.0M | 5,868 | $8.5M | 4,898 | +970+19.80% | Add |
| MMONDAY COM LTDMNDY |
| 7.55% | 7.29% | $9.7M | 133,992 | $9.4M | 135,862 | -1,870-1.38% | Reduce |
 AMAZON COM INCAMZN |
| 7.08% | 2.35% | $9.1M | 38,130 | $3.0M | 14,530 | +23,600+162.42% | Add |
 PERIMETER SOLUTIONS INCPRM |
| 6.52% | 5.2% | $8.4M | 234,950 | $6.7M | 274,050 | -39,100-14.27% | Reduce |
| DDOORDASH INCDASH |
| 6.14% | 4.96% | $7.9M | 42,744 | $6.4M | 42,504 | +240+0.56% | Add |
 S&P GLOBAL INCSPGI |
| 4.5% | — | $5.8M | 14,190 | $0 | 0 | +14,190 | New Buy |
 WORKDAY INCWDAY |
| 2.98% | 4.94% | $3.8M | 31,290 | $6.4M | 48,951 | -17,661-36.08% | Reduce |
 VISA INCV |
| 2.3% | 2% | $3.0M | 8,619 | $2.6M | 8,519 | +100+1.17% | Add |
 TRANSDIGM GROUP INCTDG |
| 0.28% | 0.21% | $354,323 | 266 | $273,515 | 236 | +30+12.71% | Add |
| KKINSALE CAP GROUP INCKNSL |
| 0.24% | 0.25% | $313,320 | 950 | $324,577 | 950 | 00.00% | Unchanged |
 UNITEDHEALTH GROUP INCUNH |
| 0.16% | — | $207,815 | 500 | $0 | 0 | +500 | New Buy |
