Holdings
| ASML ASML HOLDING NV-NY REG SHS | $259.4M | 16.6% | 130,364 | −9,931 | −7.1% | Reduced |
| APP APPLOVIN CORP-CLASS A | $226.3M | 14.5% | 439,313 | +122,361 | +38.6% | Added |
| RPRX ROYALTY PHARMA PLC- CL A | $137.7M | 8.8% | 2,456,528 | +179,958 | +7.9% | Added |
| BKNG BOOKING HOLDINGS INC | $132.2M | 8.5% | 741,500 | +725,056 | +4409.2% | Added |
| SPGI S&P GLOBAL INC | $128.9M | 8.3% | 316,413 | +93,730 | +42.1% | Added |
| UBER UBER TECHNOLOGIES INC | $127.1M | 8.1% | 1,761,941 | +671,660 | +61.6% | Added |
| LYV LIVE NATION ENTERTAINMENT IN | $120.1M | 7.7% | 655,658 | +48,049 | +7.9% | Added |
| DHR DANAHER CORP | $119.3M | 7.6% | 626,211 | +45,971 | +7.9% | Added |
| META META PLATFORMS INC-CLASS A | $112.6M | 7.2% | 199,901 | +38,218 | +23.6% | Added |
| AER AERCAP HOLDINGS NV | $111.8M | 7.2% | 766,828 | −356,661 | −31.7% | Reduced |
| SUNB SUNBELT RENTALS HOLDINGS INC | $86.1M | 5.5% | 1,150,578 | −1,054,418 | −47.8% | 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.