Holdings
| ASML ASML HOLDING NV-NY REG SHS | $205.8M | 17.9% | 192,343 | +19,117 | +11.0% | Added |
| DHR DANAHER CORP | $189.4M | 16.5% | 827,520 | −33,330 | −3.9% | Reduced |
| AER AERCAP HOLDINGS NV | $174.7M | 15.2% | 1,215,059 | −48,939 | −3.9% | Reduced |
| META META PLATFORMS INC-CLASS A | $105.9M | 9.2% | 160,450 | −31,774 | −16.5% | Reduced |
| BKNG BOOKING HOLDINGS INC | $87.4M | 7.6% | 16,317 | −658 | −3.9% | Reduced |
| RPRX ROYALTY PHARMA PLC- CL A | $87.3M | 7.6% | 2,259,469 | −90,980 | −3.9% | Reduced |
| LYV LIVE NATION ENTERTAINMENT IN | $85.9M | 7.5% | 602,973 | +602,973 | — | New |
| AZO AUTOZONE INC | $85.2M | 7.4% | 25,121 | −4,757 | −15.9% | Reduced |
| GOOG ALPHABET INC-CL C | $68.1M | 5.9% | 216,906 | −212,412 | −49.5% | Reduced |
| ENOV ENOVIS CORP | $60.7M | 5.3% | 2,279,200 | −120,122 | −5.0% | 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.