 MASTERCARD INCORPORATEDMA |
| 13.07% | 6.02% | $22.5M | 43,865 | $18.4M | 36,874 | +6,991+18.96% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 11.07% | 2.74% | $19.1M | 39,952 | $8.4M | 24,830 | +15,122+60.90% | Add |
 META PLATFORMS INCMETA |
| 10.13% | 5.95% | $17.5M | 30,990 | $18.2M | 31,816 | -826-2.60% | Reduce |
 VISA INCV |
| 10.07% | 4.74% | $17.4M | 50,574 | $14.5M | 47,995 | +2,579+5.37% | Add |
 BOOKING HOLDINGS INC COMBKNG |
| 9.93% | 5.05% | $17.1M | 95,997 | $15.4M | 3,665 | +92,332+2,519.29% | Add |
 S&P GLOBAL INCSPGI |
| 9.76% | 1.18% | $16.8M | 41,310 | $3.6M | 8,503 | +32,807+385.83% | Add |
 MICROSOFT CORPMSFT |
| 5.7% | 5.41% | $9.8M | 26,325 | $16.5M | 44,681 | -18,356-41.08% | Reduce |
 ALPHABET INCGOOGL |
| 5.28% | 4.26% | $9.1M | 25,473 | $13.0M | 45,298 | -19,825-43.77% | Reduce |
 TRANSDIGM GROUP INCTDG |
| 5.17% | 2.51% | $8.9M | 6,693 | $7.7M | 6,633 | +60+0.90% | Add |
 MERCADOLIBRE INC COMMELI |
| 4.9% | 3.32% | $8.4M | 4,972 | $10.2M | 5,881 | -909-15.46% | Reduce |
 FAIR ISAAC CORPFICO |
| 3.45% | 2.67% | $6.0M | 4,981 | $8.2M | 7,656 | -2,675-34.94% | Reduce |
 AMAZON COM INCAMZN |
| 3.4% | 2.01% | $5.9M | 24,571 | $6.1M | 29,523 | -4,952-16.77% | Reduce |
 NU HLDGS LTDNU |
| 3.08% | 0.99% | $5.3M | 397,648 | $3.0M | 209,875 | +187,773+89.47% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.55% | 1.33% | $2.7M | 5,353 | $4.1M | 8,482 | -3,129-36.89% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 1.43% | 0.11% | $2.5M | 12,353 | $324,733 | 1,862 | +10,491+563.43% | Add |
 HCA HEALTHCARE INCHCA |
| 1.39% | — | $2.4M | 6,142 | $0 | 0 | +6,142 | New Buy |
 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 0.43% | 0.23% | $748,850 | 1 | $718,140 | 1 | 00.00% | Unchanged |
 Markel Group Inc.MKL |
| 0.18% | — | $302,717 | 155 | $0 | 0 | +155 | New Buy |
