Holdings
| V VISA INC-CLASS A SHARES | $598.6M | 7.6% | 8,070,457 | +822,628 | +11.3% | Added |
| NKE NIKE INC -CL B | $526.5M | 6.7% | 9,538,792 | +999,747 | +11.7% | Added |
| META META PLATFORMS INC-CLASS A | $508.7M | 6.5% | 4,451,740 | +1,884,938 | +73.4% | Added |
| SBUX STARBUCKS CORP | $499.4M | 6.3% | 8,743,210 | +910,282 | +11.6% | Added |
| GOOG ALPHABET INC-CL C | $466.5M | 5.9% | 674,002 | +33,968 | +5.3% | Added |
| TJX TJX COMPANIES INC | $430.8M | 5.5% | 5,578,531 | +582,041 | +11.6% | Added |
| ACN ACCENTURE PLC-CL A | $417.8M | 5.3% | 3,687,789 | +355,834 | +10.7% | Added |
| PRICELINE GRP INC | $415.6M | 5.3% | 332,867 | +34,705 | +11.6% | Added |
| ORCL ORACLE CORP | $401.1M | 5.1% | 9,799,455 | +998,534 | +11.3% | Added |
| ADP AUTOMATIC DATA PROCESSING | $400.8M | 5.1% | 4,362,933 | +450,019 | +11.5% | Added |
| ADBE ADOBE INC | $367.8M | 4.7% | 3,839,277 | +401,171 | +11.7% | Added |
| NSRGY NESTLE SA-SPONS ADR | $366.5M | 4.6% | 4,751,003 | +502,229 | +11.8% | Added |
| GOOGL ALPHABET INC-CL A | $342.4M | 4.3% | 486,723 | +87,953 | +22.1% | Added |
| ORLY O'REILLY AUTOMOTIVE INC | $340.9M | 4.3% | 1,257,405 | +129,738 | +11.5% | Added |
| CELG CELGENE CORP | $326.2M | 4.1% | 3,307,674 | +348,910 | +11.8% | Added |
| FAST FASTENAL CO | $318.0M | 4.0% | 7,163,432 | +764,398 | +11.9% | Added |
| IT GARTNER INC | $299.9M | 3.8% | 3,078,851 | +303,499 | +10.9% | Added |
| AAPL APPLE INC | $277.4M | 3.5% | 2,901,168 | +300,823 | +11.6% | Added |
| REGN REGENERON PHARMACEUTICALS | $275.1M | 3.5% | 787,870 | +81,780 | +11.6% | Added |
| MA MASTERCARD INC - A | $151.8M | 1.9% | 1,724,150 | +180,769 | +11.7% | Added |
| ALGN ALIGN TECHNOLOGY INC | $134.5M | 1.7% | 1,670,121 | +169,516 | +11.3% | Added |
| IWF ISHARES RUSSELL 1000 GROWTH | $11.9M | 0.2% | 118,698 | +111,841 | +1631.0% | Added |
| CHKP CHECK POINT SOFTWARE TECH | $879K | 0.0% | 11,026 | +4,075 | +58.6% | Added |
| BABA ALIBABA GROUP HOLDING-SP ADR | $794K | 0.0% | 9,978 | +3,668 | +58.1% | Added |
| BIDU BAIDU INC - SPON ADR | $717K | 0.0% | 4,343 | +1,581 | +57.2% | Added |
| NVO NOVO-NORDISK A/S-SPONS ADR | $654K | 0.0% | 12,164 | +4,432 | +57.3% | Added |
| ARM HLDGS PLC | $335K | 0.0% | 7,360 | +7,360 | — | New |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| ABT ABBOTT LABORATORIES | 4,516,348 | $188.9M |
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.