| GGLOBAL E ONLINE LTDGLBE |
| 15.97% | 14.69% | $20.7M | 595,432 | $18.4M | 595,432 | 00.00% | Unchanged |
 COUPANG INC CLASS ACPNG |
| 14.46% | 16.15% | $18.7M | 1.1M | $20.2M | 1.1M | +8,123+0.76% | Add |
 GROCERY OUTLET HLDG CORPGO |
| 12.48% | 9.13% | $16.2M | 1.6M | $11.4M | 1.6M | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 12.07% | 15.05% | $15.6M | 41,893 | $18.8M | 50,859 | -8,966-17.63% | Reduce |
| KKLARNA GROUP PLCKLAR |
| 10.79% | 7.23% | $14.0M | 690,366 | $9.0M | 690,366 | 00.00% | Unchanged |
 FLUTTER ENTMT PLCFLUT |
| 10.64% | 10.99% | $13.8M | 134,766 | $13.7M | 134,766 | 00.00% | Unchanged |
| GGOOSEHEAD INS INC CLASS AGSHD |
| 10.09% | 9.19% | $13.1M | 269,322 | $11.5M | 269,322 | 00.00% | Unchanged |
| BBLEND LABS INC CL ABLND |
| 8.38% | 8.62% | $10.8M | 6.3M | $10.8M | 6.3M | 00.00% | Unchanged |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 3.17% | — | $4.1M | 8,595 | $0 | 0 | +8,595 | New Buy |
| SSHENANDOAH TELECOMMUNICATIONSHEN |
| 1.95% | 8.96% | $2.5M | 167,153 | $11.2M | 726,445 | -559,292-76.99% | Reduce |
