 ALPHABET INCGOOGL |
| 12.32% | 13.51% | $132.3M | 370,200 | $129.1M | 449,000 | -78,800-17.55% | Reduce |
 APPLE INCAAPL |
| 10.02% | 9.87% | $107.6M | 371,700 | $94.3M | 371,700 | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 8.98% | 10.01% | $96.4M | 258,320 | $95.6M | 258,320 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 7.83% | 7.69% | $84.1M | 352,880 | $73.5M | 352,880 | 00.00% | Unchanged |
 KLA CORPKLAC |
| 6.8% | 4.56% | $73.0M | 242,000 | $43.6M | 29,600 | +212,400+717.57% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 6.7% | 5.33% | $72.0M | 150,700 | $50.9M | 150,700 | 00.00% | Unchanged |
 PALO ALTOPANW |
| 4.29% | 2.27% | $46.1M | 135,200 | $21.7M | 135,200 | 00.00% | Unchanged |
 REGENERON PHARMACEUTICALSREGN |
| 3.91% | 5.44% | $42.0M | 67,300 | $52.0M | 67,300 | 00.00% | Unchanged |
 CROWDSTRIKE HLDGS INCCRWD |
| 3.81% | 2.19% | $40.9M | 53,600 | $20.9M | 53,600 | 00.00% | Unchanged |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 3.68% | 4.05% | $39.5M | 78,800 | $38.7M | 78,800 | 00.00% | Unchanged |
 S&P GLOBAL INCSPGI |
| 3.48% | 4.09% | $37.4M | 91,850 | $39.1M | 91,850 | 00.00% | Unchanged |
 VISA INCV |
| 3.41% | 3.37% | $36.6M | 106,700 | $32.2M | 106,700 | 00.00% | Unchanged |
 MASTERCARD INCORPORATEDMA |
| 3.22% | 3.52% | $34.6M | 67,300 | $33.6M | 67,300 | 00.00% | Unchanged |
 BROADCOM INCAVGO |
| 2.92% | 1.46% | $31.4M | 83,000 | $13.9M | 45,000 | +38,000+84.44% | Add |
 NVIDIA CORPORATIONNVDA |
| 2.89% | 2.83% | $31.0M | 154,900 | $27.0M | 154,900 | 00.00% | Unchanged |
 META PLATFORMS INCMETA |
| 2.68% | 3.05% | $28.7M | 51,000 | $29.2M | 51,000 | 00.00% | Unchanged |
 ZSCALER INCZS |
| 2.51% | 2.81% | $27.0M | 191,060 | $26.8M | 191,060 | 00.00% | Unchanged |
 SERVICENOW INCNOW |
| 2.38% | 2.82% | $25.6M | 257,400 | $26.9M | 257,400 | 00.00% | Unchanged |
 NETFLIX INCNFLX |
| 2.11% | — | $22.7M | 317,700 | $0 | 0 | +317,700 | New Buy |
 NOVO-NORDISK A SNVO |
| 1.91% | 1.64% | $20.5M | 426,700 | $15.7M | 426,700 | 00.00% | Unchanged |
| GGE HEALTHCARE TECHNOLOGIES IGEHC |
| 1.85% | 2.31% | $19.9M | 310,700 | $22.1M | 310,700 | 00.00% | Unchanged |
 ZOETIS INC CL AZTS |
| 1.17% | 2.16% | $12.5M | 174,400 | $20.6M | 174,400 | 00.00% | Unchanged |
 GALLAGHER ARTHUR J & CO COMAJG |
| 1.12% | 1.19% | $12.0M | 52,400 | $11.3M | 52,400 | 00.00% | Unchanged |
