 MICROSOFT CORPMSFT |
| 13.99% | 14.72% | $482.5M | 1.3M | $435.8M | 1.2M | +126,338+10.73% | Add |
 HCA HEALTHCARE INCHCA |
| 12.5% | 4.93% | $430.9M | 910,564 | $145.9M | 308,300 | +602,264+195.35% | Add |
 BOOKING HOLDINGS INC COMBKNG |
| 11.16% | 0.47% | $384.8M | 2.3M | $14.0M | 83,221 | +2.2M+2,645.28% | Add |
 MASTERCARD INCORPORATEDMA |
| 10.39% | 9.82% | $358.3M | 717,113 | $290.8M | 582,037 | +135,076+23.21% | Add |
 COMCAST CORP NEW CL ACMCSA |
| 7.76% | 7.36% | $267.5M | 9.3M | $217.9M | 7.6M | +1.7M+22.75% | Add |
| RRYANAIR HOLDINGS PLC SPONSORED ADRRYAAY |
| 7.4% | 7.71% | $255.1M | 4.4M | $228.3M | 3.9M | +464,431+11.76% | Add |
 NEWS CORP NEWNWSA |
| 6.65% | 7.44% | $229.2M | 9.2M | $220.3M | 8.8M | +356,948+4.04% | Add |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 6.44% | 10.41% | $222.2M | 3.5M | $308.2M | 4.9M | -1.4M-27.92% | Reduce |
 DISNEY WALT CODIS |
| 6.29% | 1.03% | $216.8M | 2.2M | $30.6M | 317,714 | +1.9M+608.13% | Add |
 STATE STR CORP COMSTT |
| 5.05% | 9.63% | $174.0M | 1.4M | $285.1M | 2.3M | -877,753-38.97% | Reduce |
 VISA INCV |
| 3.83% | 3.76% | $132.0M | 436,604 | $111.4M | 368,680 | +67,924+18.42% | Add |
 CROWN HLDGS INCCCK |
| 3.8% | 2.83% | $131.0M | 1.3M | $83.8M | 835,978 | +470,631+56.30% | Add |
 TD SYNNEX CORPORATIONSNX |
| 1.78% | 7.3% | $61.2M | 362,963 | $216.2M | 1.3M | -918,344-71.67% | Reduce |
 TEXAS INSTRS INCTXN |
| 1.16% | 7.66% | $40.1M | 206,347 | $226.8M | 1.2M | -961,830-82.34% | Reduce |
 NEWS CORP NEWNWSA |
| 0.97% | 1% | $33.4M | 1.2M | $29.5M | 1.0M | +137,475+13.28% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.85% | 3.94% | $29.5M | 87,235 | $116.6M | 345,102 | -257,867-74.72% | Reduce |
