 AMAZON COM INCAMZN |
| 12.67% | 14.14% | $114.8M | 481,584 | $105.9M | 508,690 | -27,106-5.33% | Reduce |
 SNOWFLAKE INC COM SHSSNOW |
| 10.2% | 5.12% | $92.4M | 363,172 | $38.3M | 254,172 | +109,000+42.88% | Add |
 ALPHABET INCGOOGL |
| 8.03% | 7.81% | $72.8M | 203,637 | $58.5M | 203,537 | +100+0.05% | Add |
 TEXAS INSTRS INCTXN |
| 6.91% | 5.44% | $62.6M | 210,000 | $40.8M | 210,000 | 00.00% | Unchanged |
 ANALOG DEVICES INC COMADI |
| 6.77% | 9.61% | $61.3M | 154,343 | $72.0M | 226,343 | -72,000-31.81% | Reduce |
 FERGUSON ENTERPRISES INCFERG |
| 5.96% | 7.71% | $54.0M | 227,616 | $57.8M | 247,616 | -20,000-8.08% | Reduce |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 5.93% | 3.46% | $53.7M | 143,150 | $25.9M | 93,150 | +50,000+53.68% | Add |
 LAM RESEARCH CORPLRCX |
| 5.53% | 3.3% | $50.1M | 115,720 | $24.7M | 115,720 | 00.00% | Unchanged |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 4.97% | 4.25% | $45.0M | 94,275 | $31.9M | 94,275 | 00.00% | Unchanged |
 DANAHER CORP DEL COMDHR |
| 4.85% | 5.84% | $43.9M | 230,603 | $43.7M | 230,603 | 00.00% | Unchanged |
 LIBERTY MEDIA CORP DELFWONK |
| 4.05% | 3.58% | $36.7M | 385,746 | $26.8M | 315,746 | +70,000+22.17% | Add |
 SHOPIFY INCSHOP |
| 3.69% | 3.17% | $33.4M | 292,956 | $23.7M | 199,956 | +93,000+46.51% | Add |
 VISA INCV |
| 3.52% | 3.75% | $31.9M | 92,913 | $28.1M | 92,913 | 00.00% | Unchanged |
 MONGODB INC CL AMDB |
| 2.76% | 3.84% | $25.0M | 74,499 | $28.8M | 117,499 | -43,000-36.60% | Reduce |
 SERVICENOW INCNOW |
| 2.64% | 4.06% | $23.9M | 240,900 | $30.4M | 291,000 | -50,100-17.22% | Reduce |
| CCRH PLCCRH |
| 2.29% | 2.72% | $20.8M | 194,190 | $20.4M | 194,190 | 00.00% | Unchanged |
 NVIDIA CORPORATIONNVDA |
| 2.26% | 2.38% | $20.5M | 102,400 | $17.9M | 102,400 | 00.00% | Unchanged |
 CLOUDFLARE INCNET |
| 1.93% | 1.96% | $17.5M | 71,303 | $14.7M | 71,303 | 00.00% | Unchanged |
 NETFLIX INCNFLX |
| 1.46% | 2.38% | $13.2M | 185,500 | $17.8M | 185,500 | 00.00% | Unchanged |
| OON HLDG AGONON |
| 1.26% | 2.37% | $11.4M | 322,239 | $17.8M | 522,239 | -200,000-38.30% | Reduce |
 SCHWAB CHARLES CORPSCHW |
| 1.15% | 1.42% | $10.4M | 113,000 | $10.6M | 113,000 | 00.00% | Unchanged |
 META PLATFORMS INCMETA |
| 0.93% | — | $8.4M | 15,000 | $0 | 0 | +15,000 | New Buy |
| NNEPTUNE INS HLDGS INCNP |
| 0.23% | 0.21% | $2.1M | 65,180 | $1.6M | 65,180 | 00.00% | Unchanged |
