 META PLATFORMS INCMETA |
| 10.66% | — | $6.7M | 10,100 | $0 | 0 | +10,100 | New Buy |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 10.64% | 9.4% | $6.7M | 26,000 | $8.7M | 33,812 | -7,812-23.10% | Reduce |
 ALPHABET INCGOOGL |
| 10.57% | 8.41% | $6.6M | 21,120 | $7.8M | 32,165 | -11,045-34.34% | Reduce |
 AMAZON COM INCAMZN |
| 9.83% | 5.75% | $6.2M | 26,645 | $5.3M | 24,345 | +2,300+9.45% | Add |
| CCHEWY INC CL ACHWY |
| 7.74% | 6.38% | $4.8M | 146,536 | $5.9M | 146,536 | 00.00% | Unchanged |
 NETFLIX INCNFLX |
| 7.32% | 5.01% | $4.6M | 48,810 | $4.7M | 3,881 | +44,929+1,157.67% | Add |
 PHILIP MORRIS INTL INCPM |
| 6.9% | 4.26% | $4.3M | 26,900 | $4.0M | 24,400 | +2,500+10.25% | Add |
 CASEYS GEN STORES INCCASY |
| 6.61% | 5.62% | $4.1M | 7,483 | $5.2M | 9,236 | -1,753-18.98% | Reduce |
| OODDITY TECH LTD SHS CL AODD |
| 6.42% | 5.74% | $4.0M | 99,894 | $5.3M | 85,594 | +14,300+16.71% | Add |
 PINTEREST INCPINS |
| 6.23% | 4.91% | $3.9M | 150,434 | $4.6M | 141,734 | +8,700+6.14% | Add |
 GROCERY OUTLET HLDG CORPGO |
| 4.68% | 11.74% | $2.9M | 289,534 | $10.9M | 679,692 | -390,158-57.40% | Reduce |
| GGOODRX HLDGS INCGDRX |
| 4.57% | 7.33% | $2.9M | 1.1M | $6.8M | 1.6M | -554,961-34.45% | Reduce |
| PPRIMO BRANDS CORPORATIONPRMB |
| 4.54% | 6.25% | $2.8M | 173,763 | $5.8M | 262,700 | -88,937-33.85% | Reduce |
| RRYTHM INCRYM |
| 3.29% | 4.26% | $2.1M | 96,500 | $4.0M | 96,500 | 00.00% | Unchanged |
