 AMAZON COM INCAMZN |
| 22.3% | 19.27% | $55.1M | 231,090 | $49.0M | 235,134 | -4,044-1.72% | Reduce |
 META PLATFORMS INCMETA |
| 17.75% | 16.83% | $43.8M | 77,819 | $42.8M | 74,732 | +3,087+4.13% | Add |
| DDYNATRACE INCDT |
| 11.18% | 8.48% | $27.6M | 629,074 | $21.5M | 582,714 | +46,360+7.96% | Add |
| PPROCORE TECHNOLOGIES INCPCOR |
| 10.95% | 9.72% | $27.1M | 666,004 | $24.7M | 433,360 | +232,644+53.68% | Add |
 MASTERCARD INCORPORATEDMA |
| 9.71% | 9.66% | $24.0M | 46,695 | $24.6M | 49,145 | -2,450-4.99% | Reduce |
 BIO-TECHNE CORPTECH |
| 9.39% | 8.09% | $23.2M | 328,429 | $20.6M | 393,572 | -65,143-16.55% | Reduce |
 UBER TECHNOLOGIES INCUBER |
| 7.59% | 7.29% | $18.7M | 259,806 | $18.5M | 257,470 | +2,336+0.91% | Add |
 MICROSOFT CORPMSFT |
| 5.86% | 5.65% | $14.5M | 38,798 | $14.4M | 38,798 | 00.00% | Unchanged |
| CCHEWY INC CL ACHWY |
| 2.59% | 3.46% | $6.4M | 325,987 | $8.8M | 325,987 | 00.00% | Unchanged |
 OKTA INC CLASS AOKTA |
| 2.43% | 9.88% | $6.0M | 44,028 | $25.1M | 318,839 | -274,811-86.19% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.25% | 0.21% | $615,338 | 824 | $535,880 | 824 | 00.00% | Unchanged |
