 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 15.07% | 10.68% | $27.7M | 57,996 | $17.9M | 52,896 | +5,100+9.64% | Add |
 AMAZON COM INCAMZN |
| 14.27% | 12.52% | $26.2M | 110,076 | $21.0M | 100,609 | +9,467+9.41% | Add |
 ALPHABET INCGOOGL |
| 8.74% | 7.47% | $16.1M | 44,974 | $12.5M | 43,496 | +1,478+3.40% | Add |
 META PLATFORMS INCMETA |
| 7.23% | 6.62% | $13.3M | 23,608 | $11.1M | 19,367 | +4,241+21.90% | Add |
 TKO GROUP HLDGS INC CLASS ATKO |
| 6.68% | 7.19% | $12.3M | 60,991 | $12.0M | 59,629 | +1,362+2.28% | Add |
 FERGUSON ENTERPRISES INCFERG |
| 6.5% | 6.41% | $12.0M | 50,388 | $10.7M | 45,988 | +4,400+9.57% | Add |
| CCBRE GROUP INC CL ACBRE |
| 5.96% | 6.14% | $11.0M | 81,326 | $10.3M | 75,863 | +5,463+7.20% | Add |
 ROCKET COS INC COM CL ARKT |
| 5.85% | 5.68% | $10.8M | 683,268 | $9.5M | 666,950 | +16,318+2.45% | Add |
| KKKR & CO INC COMKKR |
| 4.99% | 5.53% | $9.2M | 99,956 | $9.2M | 99,956 | 00.00% | Unchanged |
 PHILIP MORRIS INTL INCPM |
| 4.92% | 4.94% | $9.0M | 49,986 | $8.3M | 49,986 | 00.00% | Unchanged |
 UBER TECHNOLOGIES INCUBER |
| 4.42% | 3.99% | $8.1M | 112,630 | $6.7M | 92,800 | +19,830+21.37% | Add |
| TTOAST INC CL ATOST |
| 4.24% | — | $7.8M | 280,000 | $0 | 0 | +280,000 | New Buy |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 4.09% | 5.59% | $7.5M | 61,043 | $9.4M | 59,469 | +1,574+2.65% | Add |
 S&P GLOBAL INCSPGI |
| 3.69% | 5.63% | $6.8M | 16,656 | $9.4M | 22,156 | -5,500-24.82% | Reduce |
 BOOKING HOLDINGS INC COMBKNG |
| 3.35% | 2.27% | $6.2M | 34,553 | $3.8M | 902 | +33,651+3,730.71% | Add |
