 MERCADOLIBRE INC COMMELI |
| 16.79% | 4.18% | $940.0M | 553,788 | $225.2M | 130,261 | +423,527+325.14% | Add |
| GGUIDEWIRE SOFTWARE INCGWRE |
| 15.24% | 21.25% | $853.2M | 6.9M | $1.14B | 7.7M | -717,647-9.38% | Reduce |
 VEEVA SYS INCVEEV |
| 13.98% | 16.07% | $782.6M | 4.4M | $865.1M | 4.9M | -515,028-10.46% | Reduce |
 ROBLOX CORP CL ARBLX |
| 11.71% | — | $655.5M | 12.1M | $0 | 0 | +12.1M | New Buy |
 NEW YORK TIMES CO MTN BENYT |
| 11.29% | 14.05% | $632.2M | 9.0M | $756.4M | 9.0M | 00.00% | Unchanged |
 LIBERTY LIVE HOLDINGS INCLLYVK |
| 11.09% | 10.83% | $620.9M | 5.9M | $582.8M | 6.2M | -315,493-5.09% | Reduce |
| SSOMNIGROUP INTERNATIONAL INC COMSGI |
| 9.28% | 12.06% | $519.4M | 6.6M | $649.2M | 8.8M | -2.2M-24.57% | Reduce |
 LIBERTY LIVE HOLDINGS INCLLYVK |
| 4.3% | 4.25% | $240.6M | 2.4M | $229.0M | 2.5M | -122,511-4.90% | Reduce |
 LIBERTY MEDIA CORP DELFWONA |
| 3.31% | 3.07% | $185.4M | 2.1M | $165.4M | 2.1M | 00.00% | Unchanged |
 LIVE NATION ENTERTAINMENT INLYV |
| 2.2% | 1.91% | $123.2M | 673,090 | $102.7M | 673,090 | 00.00% | Unchanged |
 LIBERTY MEDIA CORP DELFWONK |
| 0.56% | 4.32% | $31.1M | 326,943 | $232.6M | 2.7M | -2.4M-88.05% | Reduce |
 TRANSDIGM GROUP INCTDG |
| 0.26% | 0.24% | $14.7M | 11,022 | $12.8M | 11,022 | 00.00% | Unchanged |
