Holdings
| DHR DANAHER CORP | $183.1M | 16.4% | 926,992 | +235,688 | +34.1% | Added |
| META META PLATFORMS INC-CLASS A | $180.9M | 16.2% | 245,108 | −1,949 | −0.8% | Reduced |
| AER AERCAP HOLDINGS NV | $159.3M | 14.3% | 1,361,118 | +222,576 | +19.5% | Added |
| AZO AUTOZONE INC | $132.4M | 11.9% | 35,667 | −1,876 | −5.0% | Reduced |
| GOOG ALPHABET INC-CL C | $117.4M | 10.5% | 661,990 | +23,239 | +3.6% | Added |
| ASML ASML HOLDING NV-NY REG SHS | $112.2M | 10.1% | 139,989 | +69,418 | +98.4% | Added |
| BKNG BOOKING HOLDINGS INC | $105.9M | 9.5% | 18,290 | +2,321 | +14.5% | Added |
| ENOV ENOVIS CORP | $80.1M | 7.2% | 2,553,180 | +2,553,180 | — | New |
| WIX WIX.COM LTD | $23.3M | 2.1% | 146,777 | −172,605 | −54.0% | Reduced |
| 628 SEMRUSH HOLDINGS INC-A | $20.7M | 1.9% | 2,284,578 | +27,845 | +1.2% | Added |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| PYPL PAYPAL HOLDINGS INC | 858,231 | $56.0M |
| SPT SPROUT SOCIAL INC - CLASS A | 2,304,414 | $50.7M |
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.