 ALIBABA GROUP HLDG LTDBABA |
| 16.92% | 13.61% | $39.3M | 409,153 | $36.4M | 290,261 | +118,892+40.96% | Add |
 AMAZON COM INCAMZN |
| 16.13% | 14.51% | $37.4M | 157,020 | $38.8M | 186,499 | -29,479-15.81% | Reduce |
 OKTA INC CLASS AOKTA |
| 13.8% | 16.62% | $32.0M | 234,744 | $44.5M | 565,036 | -330,292-58.46% | Reduce |
 ZSCALER INCZS |
| 10.18% | 10.51% | $23.6M | 167,305 | $28.1M | 200,416 | -33,111-16.52% | Reduce |
 CRANE COMPANYCR |
| 7.82% | — | $18.2M | 81,370 | $0 | 0 | +81,370 | New Buy |
 MICROSOFT CORPMSFT |
| 7.31% | — | $17.0M | 45,495 | $0 | 0 | +45,495 | New Buy |
 LIBERTY MEDIA CORP DELFWONK |
| 7% | 6.45% | $16.3M | 170,806 | $17.3M | 202,928 | -32,122-15.83% | Reduce |
 COUPANG INC CLASS ACPNG |
| 6.89% | 6.39% | $16.0M | 920,068 | $17.1M | 906,291 | +13,777+1.52% | Add |
| BBRAZE INCBRZE |
| 5.99% | 9.81% | $13.9M | 641,194 | $26.3M | 1.1M | -470,905-42.34% | Reduce |
| GGDS HLDGS LTDGDS |
| 4.92% | 3.34% | $11.4M | 380,078 | $8.9M | 221,782 | +158,296+71.37% | Add |
 CONSTELLATION ENERGY CORPCEG |
| 3.04% | 2.42% | $7.1M | 28,451 | $6.5M | 23,167 | +5,284+22.81% | Add |
