 DANAHER CORP DEL COMDHR |
| 17.81% | 19.1% | $47.9M | 251,554 | $47.1M | 248,230 | +3,324+1.34% | Add |
 LINDE PLCLIN |
| 10.89% | 12.29% | $29.3M | 56,446 | $30.3M | 61,114 | -4,668-7.64% | Reduce |
 AMAZON COM INCAMZN |
| 9.48% | 11.95% | $25.5M | 107,007 | $29.5M | 141,430 | -34,423-24.34% | Reduce |
 VISTA ENERGY S.A.B. DE C.V.VIST |
| 8.78% | 8.89% | $23.6M | 370,012 | $21.9M | 290,321 | +79,691+27.45% | Add |
 HEICO CORP NEWHEI |
| 8.45% | 7.73% | $22.7M | 88,085 | $19.0M | 90,245 | -2,160-2.39% | Reduce |
| WWALDENCAST PLC CLASS A ORD SHSWALD |
| 8.02% | 4.72% | $21.6M | 12.3M | $11.6M | 12.3M | 00.00% | Unchanged |
 DESCARTES SYS GROUP INCDSGX |
| 7.2% | 8.32% | $19.4M | 279,581 | $20.5M | 286,443 | -6,862-2.40% | Reduce |
 PATRIA INVESTMENTS LIMITED COM CL APAX |
| 6.94% | 6.9% | $18.7M | 1.7M | $17.0M | 1.3M | +351,764+26.06% | Add |
 Itau Unibanco H-Spon PRF ADRITUB |
| 6.63% | 7.61% | $17.8M | 2.2M | $18.7M | 2.2M | -53,600-2.40% | Reduce |
 VULCAN MATLS COVMC |
| 3.85% | — | $10.4M | 35,135 | $0 | 0 | +35,135 | New Buy |
 PAMPA ENERGIA S APAM |
| 3.44% | 4.15% | $9.3M | 112,816 | $10.2M | 115,585 | -2,769-2.40% | Reduce |
 VISA INCV |
| 3.13% | — | $8.4M | 24,557 | $0 | 0 | +24,557 | New Buy |
| SSOMNIGROUP INTERNATIONAL INC COMSGI |
| 2.88% | 7% | $7.7M | 98,756 | $17.3M | 233,394 | -134,638-57.69% | Reduce |
| RRYANAIR HOLDINGS PLC SPONSORED ADRRYAAY |
| 1.38% | 1.26% | $3.7M | 57,145 | $3.1M | 53,811 | +3,334+6.20% | Add |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 1.03% | — | $2.8M | 6,055 | $0 | 0 | +6,055 | New Buy |
| WWALDENCAST PLC |
| 0.09% | 0.07% | $229,471 | 4.9M | $176,140 | 4.9M | 00.00% | Unchanged |
