| CCARVANA CO CL ACVNA |
| 19.48% | 21.22% | $197.4M | 3.0M | $143.2M | 455,525 | +2.5M+558.31% | Add |
| WWISE GROUP PLC ORD SHS CLASS AWSE |
| 18.33% | — | $185.7M | 15.6M | $0 | 0 | +15.6M | New Buy |
 VIKING HOLDINGS LTD ORD SHSVIK |
| 15.5% | 21.89% | $157.0M | 1.5M | $147.7M | 2.0M | -509,889-25.37% | Reduce |
 COUPANG INC CLASS ACPNG |
| 15.19% | 13.93% | $153.9M | 8.9M | $94.0M | 5.0M | +3.9M+78.02% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 13.17% | 13.57% | $133.4M | 229,692 | $91.5M | 450,000 | -220,308-48.96% | Reduce |
 SYNOPSYS INCSNPS |
| 13.09% | 27.18% | $132.6M | 297,244 | $183.4M | 462,641 | -165,397-35.75% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 5.24% | — | $53.0M | 111,059 | $0 | 0 | +111,059 | New Buy |
