 AMAZON COM INCAMZN |
| 12.94% | 9.1% | $67.0M | 281,149 | $34.9M | 167,455 | +113,694+67.90% | Add |
 MICROSOFT CORPMSFT |
| 12.79% | 17.33% | $66.2M | 177,513 | $66.4M | 179,407 | -1,894-1.06% | Reduce |
 GE AEROSPACEGE |
| 12.19% | 12.17% | $63.1M | 168,857 | $46.6M | 164,334 | +4,523+2.75% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 10.75% | 10.25% | $55.7M | 116,534 | $39.3M | 116,200 | +334+0.29% | Add |
 LINDE PLCLIN |
| 8.65% | 13.02% | $44.8M | 86,282 | $49.9M | 100,633 | -14,351-14.26% | Reduce |
 NU HLDGS LTDNU |
| 8.14% | 10.51% | $42.1M | 3.2M | $40.3M | 2.8M | +350,950+12.52% | Add |
 ALPHABET INCGOOGL |
| 8.12% | 8.83% | $42.1M | 117,684 | $33.8M | 117,659 | +25+0.02% | Add |
 VISA INCV |
| 7.47% | 5.33% | $38.7M | 112,769 | $20.4M | 67,626 | +45,143+66.75% | Add |
 DANAHER CORP DEL COMDHR |
| 5.07% | 3.48% | $26.2M | 137,789 | $13.3M | 70,333 | +67,456+95.91% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 3.82% | 2.72% | $19.8M | 34,059 | $10.4M | 51,258 | -17,199-33.55% | Reduce |
 MOODYS CORPMCO |
| 2.7% | 1.82% | $14.0M | 30,824 | $7.0M | 15,954 | +14,870+93.21% | Add |
 MERCADOLIBRE INC COMMELI |
| 2.64% | 3.23% | $13.7M | 8,056 | $12.4M | 7,151 | +905+12.66% | Add |
 S&P GLOBAL INCSPGI |
| 1.25% | 0.71% | $6.4M | 15,835 | $2.7M | 6,355 | +9,480+149.17% | Add |
| WWALDENCAST PLC CLASS A ORD SHSWALD |
| 0.82% | 0.6% | $4.3M | 2.4M | $2.3M | 2.4M | 00.00% | Unchanged |
| TTPG INC COM CL ATPG |
| 0.59% | — | $3.1M | 75,600 | $0 | 0 | +75,600 | New Buy |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.47% | 0.26% | $2.4M | 4,833 | $996,736 | 2,080 | +2,753+132.36% | Add |
 NVIDIA CORPORATIONNVDA |
| 0.41% | — | $2.1M | 10,599 | $0 | 0 | +10,599 | New Buy |
 EXXON MOBIL CORPXOM |
| 0.41% | — | $2.1M | 15,380 | $0 | 0 | +15,380 | New Buy |
 CONOCOPHILLIPSCOP |
| 0.38% | — | $2.0M | 18,760 | $0 | 0 | +18,760 | New Buy |
 CHEVRON CORPORATIONCVX |
| 0.38% | — | $1.9M | 11,731 | $0 | 0 | +11,731 | New Buy |
| WWALDENCAST PLC |
| <0.01% | <0.01% | $20,655 | 440,415 | $15,855 | 440,415 | 00.00% | Unchanged |
