8.19%2.14M$1B↓ -25.6%−736K shares
—Estimate pending for this holding
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TTAIWAN SEMICONDUCTOR MFG LTDCUSIP 874039100
6.63%6.17M$840M↓ -11.2%−775K shares
—Estimate pending for this holding
—
6.41%1.93M$812M↑ +6.5%+118K shares
—Estimate pending for this holding
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6.40%4.49M$811M↓ -17.8%−971K shares
—Estimate pending for this holding
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SSALESFORCE COM INCCUSIP 79466L302
5.71%2.40M$723M↓ -4.0%−99.36K shares
—Estimate pending for this holding
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KKKR & CO INCCUSIP 48251W104
5.55%6.99M$703M↑ +12.3%+766K shares
—Estimate pending for this holding
—
PPHILIP MORRIS INTL INCCUSIP 718172109
4.82%6.67M$611M↑ +121.9%+3.67M shares
—Estimate pending for this holding
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IINTUITCUSIP 461202103
4.63%902K$587M↑ +20.6%+154K shares
—Estimate pending for this holding
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SSQUARE INCCUSIP 852234103
4.50%6.74M$570M↑ +2.0%+130K shares
—Estimate pending for this holding
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PPTC INCCUSIP 69370C100
4.43%2.97M$561M↓ -6.3%−199K shares
—Estimate pending for this holding
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BBATH & BODY WORKS INCCUSIP 070830104
3.86%9.77M$489M↓ -6.5%−681K shares
—Estimate pending for this holding
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AASML HOLDING N VCUSIP N07059210
3.78%494K$479M↑ +14.9%+64.24K shares
—Estimate pending for this holding
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VVISTRA CORPCUSIP 92840M102
3.52%6.41M$447MNEW+6.41M shares
—Estimate pending for this holding
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SSPOTIFY TECHNOLOGY S ACUSIP L8681T102
3.51%1.69M$445MNEW+1.69M shares
—Estimate pending for this holding
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LLPL FINL HLDGS INCCUSIP 50212V100
3.51%1.69M$445M↓ -8.4%−155K shares
—Estimate pending for this holding
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WWORKDAY INCCUSIP 98138H101
3.05%1.41M$386M↓ -8.6%−133K shares
—Estimate pending for this holding
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BBOOKING HOLDINGS INCCUSIP 09857L108
2.99%104K$378M↓ -31.6%−48.21K shares
—Estimate pending for this holding
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AAPPLOVIN CORPCUSIP 03831W108
2.91%5.32M$368MNEW+5.32M shares
—Estimate pending for this holding
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LLIVE NATION ENTERTAINMENT INCUSIP 538034109
2.69%3.22M$340M↓ -3.8%−128K shares
—Estimate pending for this holding
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MMASTERCARD INCORPORATEDCUSIP 57636Q104
2.59%680K$328M↓ -38.2%−420K shares
—Estimate pending for this holding
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MMCKESSON CORPCUSIP 58155Q103
2.38%561K$301MNEW+561K shares
—Estimate pending for this holding
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DDICKS SPORTING GOODS INCCUSIP 253393102
2.13%1.20M$270M↓ -59.0%−1.72M shares
—Estimate pending for this holding
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EEPAM SYS INCCUSIP 29414B104
2.03%930K$257M↑ +9.4%+79.66K shares
—Estimate pending for this holding
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IICICI BANK LIMITEDCUSIP 45104G104
2.01%9.64M$255M↓ -19.9%−2.40M shares
—Estimate pending for this holding
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CCONSTELLATION ENERGY CORPCUSIP 21037T109
1.28%876K$162MNEW+876K shares
—Estimate pending for this holding
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AAVIDXCHANGE HOLDINGS INCCUSIP 05368X102
0.53%5.08M$66.8M• 0.0%0 shares
—Estimate pending for this holding
—