 SALESFORCE INCCRM |
| 22.11% | 23.08% | $302.1M | 1.9M | $360.2M | 1.9M | -891-0.05% | Reduce |
 VISA INCV |
| 10.38% | 7.36% | $141.8M | 413,310 | $114.9M | 380,289 | +33,021+8.68% | Add |
| PPTC INC COMPTC |
| 9.16% | 11.83% | $125.1M | 1.1M | $184.6M | 1.3M | -194,324-15.00% | Reduce |
 WORKDAY INCWDAY |
| 9.04% | 9.18% | $123.5M | 1.0M | $143.3M | 1.1M | -94,449-8.56% | Reduce |
 INTUITINTU |
| 7.93% | 13.83% | $108.4M | 415,261 | $215.8M | 499,127 | -83,866-16.80% | Reduce |
 AMAZON COM INCAMZN |
| 6.61% | 4.83% | $90.3M | 378,966 | $75.4M | 362,225 | +16,741+4.62% | Add |
 XYLEM INCXYL |
| 4.95% | 4.11% | $67.7M | 572,614 | $64.1M | 536,785 | +35,829+6.67% | Add |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 4.83% | 2.1% | $66.0M | 143,826 | $32.8M | 67,650 | +76,176+112.60% | Add |
 CORE & MAIN INCCNM |
| 4.75% | 3.71% | $64.9M | 1.3M | $57.9M | 1.2M | +172,112+14.67% | Add |
 BROADCOM INCAVGO |
| 3.99% | 2.95% | $54.5M | 144,403 | $46.0M | 148,655 | -4,252-2.86% | Reduce |
 PERFORMANCE FOOD GROUP COPFGC |
| 3.69% | 2.2% | $50.4M | 450,988 | $34.3M | 400,573 | +50,415+12.59% | Add |
 LOUISIANA PAC CORPLPX |
| 3.23% | 1.89% | $44.1M | 561,155 | $29.5M | 405,097 | +156,058+38.52% | Add |
 NVIDIA CORPORATIONNVDA |
| 2.84% | — | $38.8M | 193,818 | $0 | 0 | +193,818 | New Buy |
 CAPITAL ONE FINL CORPCOF |
| 2.76% | 2.7% | $37.8M | 188,258 | $42.1M | 230,577 | -42,319-18.35% | Reduce |
| DDOORDASH INCDASH |
| 2.04% | 0.8% | $27.9M | 151,098 | $12.5M | 83,106 | +67,992+81.81% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.67% | — | $22.9M | 47,847 | $0 | 0 | +47,847 | New Buy |
