 MICROSOFT CORPMSFT |
| 16.65% | 14% | $30.0M | 80,969 | $38.1M | 78,719 | +2,250+2.86% | Add |
 VERISIGN INCVRSN |
| 15.54% | 9.86% | $28.0M | 112,666 | $26.8M | 110,357 | +2,309+2.09% | Add |
 ADOBE INC COMADBE |
| 11.97% | 12.76% | $21.5M | 88,623 | $34.7M | 99,141 | -10,518-10.61% | Reduce |
| NNVR INCNVR |
| 9.45% | 6.43% | $17.0M | 2,582 | $17.5M | 2,397 | +185+7.72% | Add |
| BBROWN FORMAN CORPBF.B |
| 8.2% | 3.93% | $14.8M | 558,244 | $10.7M | 409,664 | +148,580+36.27% | Add |
 VISA INCV |
| 6.93% | 9.67% | $12.5M | 41,255 | $26.3M | 75,010 | -33,755-45.00% | Reduce |
 DOMINOS PIZZA INCDPZ |
| 6.61% | 3.86% | $11.9M | 33,160 | $10.5M | 25,160 | +8,000+31.80% | Add |
| PPAYCOM SOFTWARE INCPAYC |
| 5.69% | 6.83% | $10.2M | 84,206 | $18.6M | 116,488 | -32,282-27.71% | Reduce |
 COLGATE PALMOLIVE COCL |
| 4.55% | 4.12% | $8.2M | 96,000 | $11.2M | 141,873 | -45,873-32.33% | Reduce |
 EDWARDS LIFESCIENCES CORPEW |
| 4.29% | 7.11% | $7.7M | 96,389 | $19.3M | 226,710 | -130,321-57.48% | Reduce |
 POOL CORPPOOL |
| 4.18% | — | $7.5M | 37,189 | $0 | 0 | +37,189 | New Buy |
| SSEA LTD SPONSORD ADSSE |
| 2.37% | 2.23% | $4.3M | 51,500 | $6.1M | 47,500 | +4,000+8.42% | Add |
 Pdd Holdings Inc ADRPDD |
| 1.53% | 1.17% | $2.8M | 27,000 | $3.2M | 28,000 | -1,000-3.57% | Reduce |
 META PLATFORMS INCMETA |
| 0.99% | 0.41% | $1.8M | 3,100 | $1.1M | 1,670 | +1,430+85.63% | Add |
| FFUTU HLDGS LTD SPON ADS CL AFUTU |
| 0.91% | 0.91% | $1.6M | 12,000 | $2.5M | 15,000 | -3,000-20.00% | Reduce |
 DOLE PLCDOLE |
| 0.15% | 0.1% | $275,589 | 19,180 | $272,460 | 18,180 | +1,000+5.50% | Add |
