7.07%1.32M$971M↓ -20.6%−343K shares
—Estimate pending for this holding
—
VVISTRA CORPCUSIP 92840M102
6.70%4.70M$921M↓ -27.4%−1.77M shares
—Estimate pending for this holding
—
TTAIWAN SEMICONDUCTOR MFG LTDCUSIP 874039100
6.20%3.05M$853M↓ -11.2%−384K shares
—Estimate pending for this holding
—
AAPPLOVIN CORPCUSIP 03831W108
5.80%1.11M$797M↓ -12.1%−152K shares
—Estimate pending for this holding
—
LLPL FINL HLDGS INCCUSIP 50212V100
5.46%2.26M$750M↑ +20.5%+383K shares
—Estimate pending for this holding
—
PPHILIP MORRIS INTL INCCUSIP 718172109
5.45%4.61M$748M↑ +67.3%+1.86M shares
—Estimate pending for this holding
—
5.08%10.18M$698M↑ +81.1%+4.56M shares
—Estimate pending for this holding
—
CCARVANA COCUSIP 146869102
4.85%1.77M$666M• 0.0%0 shares
—Estimate pending for this holding
—
4.56%1.21M$626M↓ -34.8%−646K shares
—Estimate pending for this holding
—
4.49%2.81M$617M↓ -44.1%−2.22M shares
—Estimate pending for this holding
—
CCAPITAL ONE FINL CORPCUSIP 14040H105
3.97%2.57M$546M↓ -16.6%−511K shares
—Estimate pending for this holding
—
KKKR & CO INCCUSIP 48251W104
3.86%4.08M$530M↓ -21.9%−1.14M shares
—Estimate pending for this holding
—
BBROADCOM INCCUSIP 11135F101
3.72%1.55M$511MNEW+1.55M shares
—Estimate pending for this holding
—
TTALEN ENERGY CORPCUSIP 87422Q109
3.69%1.19M$507M↑ +9.5%+103K shares
—Estimate pending for this holding
—
SSTARBUCKS CORPCUSIP 855244109
3.42%5.56M$471M• 0.0%0 shares
—Estimate pending for this holding
—
EEQT CORPCUSIP 26884L109
3.31%8.36M$455M↑ +11.2%+844K shares
—Estimate pending for this holding
—
FFLUTTER ENTMT PLCCUSIP G3643J108
3.20%1.73M$440M↓ -6.9%−129K shares
—Estimate pending for this holding
—
VVULCAN MATLS COCUSIP 929160109
3.10%1.38M$426MNEW+1.38M shares
—Estimate pending for this holding
—
NNU HLDGS LTDCUSIP G6683N103
2.96%25.41M$407MNEW+25.41M shares
—Estimate pending for this holding
—
WWINGSTOP INCCUSIP 974155103
2.73%1.49M$375MNEW+1.49M shares
—Estimate pending for this holding
—
AAMPHENOL CORPCUSIP 032095101
2.72%3.02M$374MNEW+3.02M shares
—Estimate pending for this holding
—
SSea LtdCUSIP 81141R100
2.43%1.87M$334MNEW+1.87M shares
—Estimate pending for this holding
—
CCIENA CORPCUSIP 171779309
2.13%2.01M$292MNEW+2.01M shares
—Estimate pending for this holding
—
EETSY INCCUSIP 29786A106
1.87%3.88M$258MNEW+3.88M shares
—Estimate pending for this holding
—
BBOOKING HOLDINGS INCCUSIP 09857L108
1.22%31.15K$168M↓ -48.1%−28.82K shares
—Estimate pending for this holding
—