8.75%1.76M$1B↓ -13.7%−279K shares
—Estimate pending for this holding
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IINTUITCUSIP 461202103
7.44%1.40M$862M↑ +21.4%+247K shares
—Estimate pending for this holding
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7.15%4.35M$828M↑ +14.9%+564K shares
—Estimate pending for this holding
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6.36%1.96M$736M↑ +19.6%+321K shares
—Estimate pending for this holding
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SSTARBUCKS CORPCUSIP 855244109
5.60%6.61M$648M↑ +2.1%+133K shares
—Estimate pending for this holding
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TTAIWAN SEMICONDUCTOR MFG LTDCUSIP 874039100
5.54%3.87M$642M↑ +2.8%+105K shares
—Estimate pending for this holding
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LLPL FINL HLDGS INCCUSIP 50212V100
4.98%1.76M$577M↓ -8.3%−159K shares
—Estimate pending for this holding
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CCAPITAL ONE FINL CORPCUSIP 14040H105
4.92%3.18M$569M↓ -1.8%−59.68K shares
—Estimate pending for this holding
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KKKR & CO INCCUSIP 48251W104
4.76%4.76M$551M↑ +17.7%+716K shares
—Estimate pending for this holding
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VVISTRA CORPCUSIP 92840M102
4.67%4.60M$541M↓ -14.0%−748K shares
—Estimate pending for this holding
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FFLUTTER ENTMT PLCCUSIP G3643J108
4.25%2.22M$492M↑ +16.1%+307K shares
—Estimate pending for this holding
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CCARVANA COCUSIP 146869102
4.18%2.31M$484MNEW+2.31M shares
—Estimate pending for this holding
—
PPHILIP MORRIS INTL INCCUSIP 718172109
4.12%3.01M$478M↓ -53.5%−3.46M shares
—Estimate pending for this holding
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SSALESFORCE COM INCCUSIP 79466L302
4.01%1.73M$465M↑ +10.6%+166K shares
—Estimate pending for this holding
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LLILLY ELI & COCUSIP 532457108
3.94%552K$456M↓ -29.5%−231K shares
—Estimate pending for this holding
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AAPPLOVIN CORPCUSIP 03831W108
3.65%1.59M$422M↑ +46.9%+509K shares
—Estimate pending for this holding
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TTOLL BROTHERS INCCUSIP 889478103
3.47%3.80M$401MNEW+3.80M shares
—Estimate pending for this holding
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AASML HOLDING N VCUSIP N07059210
3.33%582K$386M↑ +31.8%+141K shares
—Estimate pending for this holding
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CCADENCE DESIGN SYSTEM INCCUSIP 127387108
2.68%1.22M$310MNEW+1.22M shares
—Estimate pending for this holding
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AARES MANAGEMENT CORPORATIONCUSIP 03990B101
2.03%1.60M$235M↓ -4.3%−72.60K shares
—Estimate pending for this holding
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TTALEN ENERGY CORPCUSIP 87422Q109
1.88%1.09M$218M• 0.0%0 shares
—Estimate pending for this holding
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WWINGSTOP INCCUSIP 974155103
0.87%449K$101MNEW+449K shares
—Estimate pending for this holding
—