Holdings
| V VISA INC-CLASS A SHARES | $554.3M | 7.6% | 7,247,829 | +800,275 | +12.4% | Added |
| NKE NIKE INC -CL B | $524.9M | 7.2% | 8,539,045 | +903,251 | +11.8% | Added |
| GOOG ALPHABET INC-CL C | $476.8M | 6.5% | 640,034 | +99,801 | +18.5% | Added |
| SBUX STARBUCKS CORP | $467.6M | 6.4% | 7,832,928 | +848,179 | +12.1% | Added |
| TJX TJX COMPANIES INC | $391.5M | 5.4% | 4,996,490 | +522,242 | +11.7% | Added |
| ACN ACCENTURE PLC-CL A | $384.5M | 5.3% | 3,331,955 | +360,833 | +12.1% | Added |
| PRICELINE GRP INC | $384.3M | 5.3% | 298,162 | +32,062 | +12.0% | Added |
| ORCL ORACLE CORP | $360.0M | 4.9% | 8,800,921 | +992,299 | +12.7% | Added |
| ADP AUTOMATIC DATA PROCESSING | $351.0M | 4.8% | 3,912,914 | +433,207 | +12.4% | Added |
| ADBE ADOBE INC | $322.5M | 4.4% | 3,438,106 | +379,406 | +12.4% | Added |
| NSRGY NESTLE SA-SPONS ADR | $318.8M | 4.4% | 4,248,774 | +565,864 | +15.4% | Added |
| FAST FASTENAL CO | $313.6M | 4.3% | 6,399,034 | +813,537 | +14.6% | Added |
| ORLY O'REILLY AUTOMOTIVE INC | $308.6M | 4.2% | 1,127,667 | +118,942 | +11.8% | Added |
| GOOGL ALPHABET INC-CL A | $304.2M | 4.2% | 398,770 | +10,962 | +2.8% | Added |
| CELG CELGENE CORP | $296.1M | 4.1% | 2,958,764 | +1,139,855 | +62.7% | Added |
| META META PLATFORMS INC-CLASS A | $292.9M | 4.0% | 2,566,802 | +275,611 | +12.0% | Added |
| AAPL APPLE INC | $283.4M | 3.9% | 2,600,345 | +282,147 | +12.2% | Added |
| REGN REGENERON PHARMACEUTICALS | $254.5M | 3.5% | 706,090 | +80,393 | +12.8% | Added |
| IT GARTNER INC | $248.0M | 3.4% | 2,775,352 | +298,505 | +12.1% | Added |
| ABT ABBOTT LABORATORIES | $188.9M | 2.6% | 4,516,348 | −3,419,920 | −43.1% | Reduced |
| MA MASTERCARD INC - A | $145.8M | 2.0% | 1,543,381 | +139,948 | +10.0% | Added |
| ALGN ALIGN TECHNOLOGY INC | $109.1M | 1.5% | 1,500,605 | +1,500,605 | — | New |
| IWF ISHARES RUSSELL 1000 GROWTH | $684K | 0.0% | 6,857 | −50,929 | −88.1% | Reduced |
| CHKP CHECK POINT SOFTWARE TECH | $608K | 0.0% | 6,951 | +1,108 | +19.0% | Added |
| BIDU BAIDU INC - SPON ADR | $527K | 0.0% | 2,762 | +428 | +18.3% | Added |
| BABA ALIBABA GROUP HOLDING-SP ADR | $499K | 0.0% | 6,310 | +995 | +18.7% | Added |
| NVO NOVO-NORDISK A/S-SPONS ADR | $419K | 0.0% | 7,732 | +1,233 | +19.0% | Added |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.