Holdings
| DHR DANAHER CORP | $170.7M | 15.3% | 860,850 | −66,142 | −7.1% | Reduced |
| ASML ASML HOLDING NV-NY REG SHS | $167.7M | 15.1% | 173,226 | +33,237 | +23.7% | Added |
| AER AERCAP HOLDINGS NV | $152.9M | 13.7% | 1,263,998 | −97,120 | −7.1% | Reduced |
| META META PLATFORMS INC-CLASS A | $141.2M | 12.7% | 192,224 | −52,884 | −21.6% | Reduced |
| AZO AUTOZONE INC | $128.2M | 11.5% | 29,878 | −5,789 | −16.2% | Reduced |
| GOOG ALPHABET INC-CL C | $104.6M | 9.4% | 429,318 | −232,672 | −35.1% | Reduced |
| BKNG BOOKING HOLDINGS INC | $91.7M | 8.2% | 16,975 | −1,315 | −7.2% | Reduced |
| RPRX ROYALTY PHARMA PLC- CL A | $82.9M | 7.5% | 2,350,449 | +2,350,449 | — | New |
| ENOV ENOVIS CORP | $72.8M | 6.5% | 2,399,322 | −153,858 | −6.0% | Reduced |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| WIX WIX.COM LTD | 146,777 | $23.3M |
| 628 SEMRUSH HOLDINGS INC-A | 2,284,578 | $20.7M |
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.