 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 17.4% | 13.15% | $19.8M | 41,532 | $14.0M | 41,532 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 13.63% | 13.16% | $15.5M | 65,195 | $14.1M | 67,475 | -2,280-3.38% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 13.41% | 12.38% | $15.3M | 29,780 | $13.2M | 26,450 | +3,330+12.59% | Add |
 META PLATFORMS INCMETA |
| 10.23% | 9.75% | $11.7M | 20,700 | $10.4M | 18,200 | +2,500+13.74% | Add |
 S&P GLOBAL INCSPGI |
| 10.13% | 12.82% | $11.5M | 28,350 | $13.7M | 32,175 | -3,825-11.89% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 8.74% | 10.32% | $10.0M | 8,630 | $11.0M | 32,600 | -23,970-73.53% | Reduce |
| TTENET HEALTHCARE CORPTHC |
| 7.2% | 4.83% | $8.2M | 43,900 | $5.2M | 27,300 | +16,600+60.81% | Add |
 VISA INCV |
| 7.19% | 6.77% | $8.2M | 23,900 | $7.2M | 23,900 | 00.00% | Unchanged |
 AGNICO EAGLE MINES LTDAEM |
| 4.38% | 5.59% | $5.0M | 32,200 | $6.0M | 29,400 | +2,800+9.52% | Add |
 NU HLDGS LTDNU |
| 3.92% | 5.92% | $4.5M | 334,800 | $6.3M | 440,000 | -105,200-23.91% | Reduce |
 BROADCOM INCAVGO |
| 3.78% | — | $4.3M | 11,400 | $0 | 0 | +11,400 | New Buy |
