 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 18.17% | 15.17% | $32.9M | 68,899 | $25.4M | 75,106 | -6,207-8.26% | Reduce |
 ALPHABET INCGOOGL |
| 18.06% | 17.51% | $32.7M | 91,537 | $29.3M | 101,892 | -10,355-10.16% | Reduce |
| TTPG INC COM CL ATPG |
| 14.68% | 14.11% | $26.6M | 655,838 | $23.6M | 582,719 | +73,119+12.55% | Add |
 SERVICENOW INCNOW |
| 10.84% | 12.35% | $19.6M | 197,676 | $20.7M | 197,676 | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 9.59% | 10.3% | $17.4M | 46,568 | $17.2M | 46,568 | 00.00% | Unchanged |
 ELEVANCE HEALTH INC FORMERLYELV |
| 8.9% | 8.39% | $16.1M | 41,691 | $14.0M | 47,953 | -6,262-13.06% | Reduce |
| AATLASSIAN CORPORATION CL ATEAM |
| 7.49% | 7.12% | $13.6M | 174,483 | $11.9M | 174,483 | 00.00% | Unchanged |
 VISA INCV |
| 5.07% | 4.83% | $9.2M | 26,762 | $8.1M | 26,762 | 00.00% | Unchanged |
| SSEA LTD SPONSORD ADSSE |
| 4.26% | 3.17% | $7.7M | 80,547 | $5.3M | 63,972 | +16,575+25.91% | Add |
 MASTERCARD INCORPORATEDMA |
| 2.94% | 2.79% | $5.3M | 10,365 | $4.7M | 9,345 | +1,020+10.91% | Add |
