Holdings
| PYPL PAYPAL HOLDINGS INC | $3.58B | 9.9% | 12,289,470 | −15,280 | −0.1% | Reduced |
| MSFT MICROSOFT CORP | $3.26B | 9.0% | 12,035,021 | −14,272 | −0.1% | Reduced |
| IDXX IDEXX LABORATORIES INC | $2.68B | 7.4% | 4,242,462 | +21,850 | +0.5% | Added |
| INTU INTUIT INC | $2.25B | 6.2% | 4,582,899 | +5,639 | +0.1% | Added |
| META META PLATFORMS INC-CLASS A | $2.24B | 6.2% | 6,440,136 | +6,488 | +0.1% | Added |
| EL ESTEE LAUDER COMPANIES-CL A | $2.17B | 6.0% | 6,830,510 | +23,440 | +0.3% | Added |
| PM PHILIP MORRIS INTERNATIONAL | $1.92B | 5.3% | 19,353,620 | −34,952 | −0.2% | Reduced |
| SYK STRYKER CORP | $1.82B | 5.0% | 7,014,123 | +7,637 | +0.1% | Added |
| MKC MCCORMICK & CO-NON VTG SHRS | $1.57B | 4.4% | 17,804,657 | +584,488 | +3.4% | Added |
| V VISA INC-CLASS A SHARES | $1.53B | 4.2% | 6,536,340 | +44,008 | +0.7% | Added |
| WAT WATERS CORP | $1.52B | 4.2% | 4,408,039 | +14,495 | +0.3% | Added |
| PEP PEPSICO INC | $1.49B | 4.1% | 10,087,220 | +54,158 | +0.5% | Added |
| ADP AUTOMATIC DATA PROCESSING | $1.41B | 3.9% | 7,096,900 | −16,705 | −0.2% | Reduced |
| NKE NIKE INC -CL B | $1.35B | 3.7% | 8,755,854 | +828,386 | +10.4% | Added |
| SBUX STARBUCKS CORP | $1.20B | 3.3% | 10,746,285 | +25,856 | +0.2% | Added |
| JNJ JOHNSON & JOHNSON | $1.18B | 3.3% | 7,155,706 | +514,862 | +7.8% | Added |
| BDX BECTON DICKINSON AND CO | $1.05B | 2.9% | 4,328,550 | −6,321 | −0.1% | Reduced |
| BF/B BROWN-FORMAN CORP-CLASS B | $943.9M | 2.6% | 12,595,990 | +1,364,294 | +12.1% | Added |
| CHD CHURCH & DWIGHT CO INC | $786.1M | 2.2% | 9,224,122 | +3,000,761 | +48.2% | Added |
| SABR SABRE CORP | $194.5M | 0.5% | 15,581,696 | +650,072 | +4.4% | Added |
| FTNT FORTINET INC | $179.1M | 0.5% | 752,030 | +4,122 | +0.6% | Added |
| EFX EQUIFAX INC | $162.7M | 0.5% | 679,315 | +3,723 | +0.6% | Added |
| AKX ANSYS INC | $140.3M | 0.4% | 404,278 | +45,670 | +12.7% | Added |
| VRSK VERISK ANALYTICS INC | $138.0M | 0.4% | 789,708 | +89,892 | +12.8% | Added |
| CGNX COGNEX CORP | $136.2M | 0.4% | 1,620,130 | +8,879 | +0.6% | Added |
| VRSN VERISIGN INC | $134.0M | 0.4% | 588,541 | +3,226 | +0.6% | Added |
| IPGP IPG PHOTONICS CORP | $133.5M | 0.4% | 633,458 | +3,471 | +0.6% | Added |
| AOS SMITH (A.O.) CORP | $127.4M | 0.4% | 1,768,126 | +9,690 | +0.6% | Added |
| MSCI MSCI INC | $111.8M | 0.3% | 209,762 | +1,149 | +0.6% | Added |
| QLYS QUALYS INC | $107.4M | 0.3% | 1,066,674 | +5,608 | +0.5% | Added |
| MASI* MASIMO CORP | $105.1M | 0.3% | 433,438 | +2,375 | +0.6% | Added |
| WING WINGSTOP INC | $88.4M | 0.2% | 560,949 | +113,394 | +25.3% | Added |
| PAYC PAYCOM SOFTWARE INC | $78.9M | 0.2% | 217,122 | +1,190 | +0.6% | Added |
| ROL ROLLINS INC | $76.6M | 0.2% | 2,240,687 | +398,260 | +21.6% | Added |
| ZTS ZOETIS INC | $41.1M | 0.1% | 220,555 | +8,348 | +3.9% | Added |
| MAR MARRIOTT INTERNATIONAL -CL A | $40.6M | 0.1% | 297,432 | +1,251 | +0.4% | Added |
| PG PROCTER & GAMBLE CO | $40.5M | 0.1% | 300,204 | +215,641 | +255.0% | Added |
| MELI MERCADOLIBRE INC | $37.7M | 0.1% | 24,225 | — | — | Held |
| TSM TAIWAN SEMICONDUCTOR-SP ADR | $15.6M | 0.0% | 129,633 | +11,652 | +9.9% | Added |
| XP XP INC - CLASS A | $11.0M | 0.0% | 253,367 | — | — | Held |
| CL COLGATE-PALMOLIVE CO | $9.9M | 0.0% | 122,131 | +2,102 | +1.8% | Added |
| WNSN WNS HOLDINGS LTD-ADR | $9.5M | 0.0% | 118,721 | +118,721 | — | New |
| HD HOME DEPOT INC | $1.4M | 0.0% | 4,345 | −920 | −17.5% | Reduced |
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.