Symbol	Company	Portfolio %	Price	Quantity	Change Qty	Change Value	% Change	Total Value
PLTR PALANTIR TECHNOLOGIES INC	PALANTIR TECHNOLOGIES INC	2.45%	$136.32	13,502,046	-2,787,827	-$380,036,441	-17.11%	$1,840,598,254
NVDA NVIDIA CORPORATION	NVIDIA CORPORATION	1.56%	$157.99	7,422,744	6,337,784	$1,001,312,305	584.15%	$1,172,726,130
HOOD ROBINHOOD MKTS INC	ROBINHOOD MKTS INC	1.43%	$93.63	11,515,634	-5,140,782	-$481,331,418	-30.86%	$1,078,208,811
VRSN VERISIGN INC	VERISIGN INC	1.26%	$288.80	3,267,369	253,398	$73,181,342	8.41%	$943,616,167
NFLX NETFLIX INC	NETFLIX INC	0.96%	$1339.13	538,528	538,120	$720,614,744	131892.16%	$721,161,111
EXEL EXELIXIS INC	EXELIXIS INC	0.93%	$44.08	15,819,765	995,500	$43,876,663	6.72%	$697,256,144
SFM SPROUTS FMRS MKT INC	SPROUTS FMRS MKT INC	0.88%	$164.64	4,031,844	-231,900	-$38,180,016	-5.44%	$663,802,796
RBLX ROBLOX CORP	ROBLOX CORP	0.85%	$105.20	6,101,659	10,200	$1,073,040	0.17%	$641,894,527
GILD GILEAD SCIENCES INC	GILEAD SCIENCES INC	0.84%	$110.87	5,666,392	215,249	$23,864,657	3.95%	$628,232,881
GEV GE VERNOVA INC	GE VERNOVA INC	0.83%	$529.15	1,176,402	710,600	$376,013,990	152.55%	$622,493,118
UTHR UNITED THERAPEUTICS CORP DEL	UNITED THERAPEUTICS CORP DEL	0.81%	$287.35	2,119,092	12,100	$3,476,935	0.57%	$608,921,086
DASH DOORDASH INC	DOORDASH INC	0.81%	$246.51	2,464,188	485,500	$119,680,605	24.54%	$607,446,984
FNV FRANCO NEV CORP	FRANCO NEV CORP	0.71%	$163.92	3,257,949	227,400	$37,275,408	7.50%	$534,043,000
KGC KINROSS GOLD CORP	KINROSS GOLD CORP	0.70%	$15.63	33,475,430	1,023,636	$15,999,431	3.15%	$523,220,971
APP APPLOVIN CORP	APPLOVIN CORP	0.64%	$350.08	1,380,832	501,632	$175,611,331	57.06%	$483,401,667
F FORD MTR CO	FORD MTR CO	0.63%	$10.85	43,483,251	24,143,142	$261,953,091	124.83%	$471,793,273
AAPL APPLE INC	APPLE INC	0.62%	$205.17	2,286,262	2,281,886	$468,178,632	52145.48%	$469,076,464
CORT CORCEPT THERAPEUTICS INC	CORCEPT THERAPEUTICS INC	0.61%	$73.40	6,266,402	123,371	$9,055,431	2.01%	$459,953,907
VRTX VERTEX PHARMACEUTICALS INC	VERTEX PHARMACEUTICALS INC	0.60%	$445.20	1,004,888	-166,683	-$74,207,272	-14.23%	$447,376,138
UNH UNITEDHEALTH GROUP INC	UNITEDHEALTH GROUP INC	0.56%	$311.97	1,352,129	1,073,471	$334,890,784	385.23%	$421,823,730
NTNX NUTANIX INC	NUTANIX INC	0.52%	$76.44	5,094,400	480,600	$36,737,064	10.42%	$389,415,936
CBOE CBOE GLOBAL MKTS INC	CBOE GLOBAL MKTS INC	0.51%	$233.21	1,658,824	-59,400	-$13,852,674	-3.46%	$386,854,345
ETSY ETSY INC	ETSY INC	0.51%	$50.16	7,647,241	2,353,000	$118,026,480	44.44%	$383,585,609
ABBV ABBVIE INC	ABBVIE INC	0.48%	$185.62	1,961,998	739,900	$137,340,238	60.54%	$364,186,069
HIMS HIMS & HERS HEALTH INC	HIMS & HERS HEALTH INC	0.46%	$49.85	6,869,452	-154,900	-$7,721,765	-2.21%	$342,442,182
DUOL DUOLINGO INC	DUOLINGO INC	0.45%	$410.02	833,800	318,100	$130,427,362	61.68%	$341,874,676
CVNA CARVANA CO	CARVANA CO	0.45%	$336.96	1,013,112	774,400	$260,941,824	324.41%	$341,378,220
NVO NOVO-NORDISK A S	NOVO-NORDISK A S	0.45%	$69.02	4,936,796	-1,884,600	-$130,075,092	-27.63%	$340,737,660
COIN COINBASE GLOBAL INC	COINBASE GLOBAL INC	0.41%	$350.49	877,300	-101,000	-$35,399,490	-10.32%	$307,484,877
ABNB AIRBNB INC	AIRBNB INC	0.40%	$132.34	2,297,042	-1,530,882	-$202,597,002	-39.99%	$303,990,655
TEAM ATLASSIAN CORPORATION	ATLASSIAN CORPORATION	0.40%	$203.09	1,480,823	-13,400	-$2,721,406	-0.90%	$300,740,343
NBIX NEUROCRINE BIOSCIENCES INC	NEUROCRINE BIOSCIENCES INC	0.40%	$125.69	2,366,397	-136,300	-$17,131,547	-5.45%	$297,432,439
DBX DROPBOX INC	DROPBOX INC	0.38%	$28.60	10,099,898	-415,100	-$11,871,860	-3.95%	$288,857,083
CME CME GROUP INC	CME GROUP INC	0.38%	$275.62	1,042,489	226,800	$62,510,616	27.80%	$287,330,818
CVLT COMMVAULT SYS INC	COMMVAULT SYS INC	0.38%	$174.33	1,621,685	-70,400	-$12,272,832	-4.16%	$282,708,346
ALSN ALLISON TRANSMISSION HLDGS I	ALLISON TRANSMISSION HLDGS I	0.37%	$94.99	2,958,524	-156,700	-$14,884,933	-5.03%	$281,030,195
ZM ZOOM COMMUNICATIONS INC	ZOOM COMMUNICATIONS INC	0.37%	$77.98	3,600,148	-31,700	-$2,471,966	-0.87%	$280,739,541
NVS NOVARTIS AG	NOVARTIS AG	0.37%	$121.01	2,298,151	10,900	$1,319,009	0.48%	$278,099,253
DOCU DOCUSIGN INC	DOCUSIGN INC	0.36%	$77.89	3,449,788	-393,100	-$30,618,559	-10.23%	$268,703,987
INCY INCYTE CORP	INCYTE CORP	0.35%	$68.10	3,881,932	173,200	$11,794,920	4.67%	$264,359,569
TW TRADEWEB MKTS INC	TRADEWEB MKTS INC	0.34%	$146.40	1,748,220	-59,600	-$8,725,440	-3.30%	$255,939,408
CL COLGATE PALMOLIVE CO	COLGATE PALMOLIVE CO	0.34%	$90.90	2,770,410	-144,000	-$13,089,600	-4.94%	$251,830,269
T AT&T INC	AT&T INC	0.33%	$28.94	8,669,317	6,107,431	$176,749,064	238.40%	$250,890,050
STRL STERLING INFRASTRUCTURE INC	STERLING INFRASTRUCTURE INC	0.33%	$230.73	1,083,371	53,917	$12,440,269	5.24%	$249,966,191
RDDT REDDIT INC	REDDIT INC	0.32%	$150.57	1,607,600	-320,600	-$48,272,742	-16.63%	$242,056,332
GE GE AEROSPACE	GE AEROSPACE	0.31%	$257.39	914,159	287,358	$73,963,076	45.85%	$235,295,385
EAT BRINKER INTL INC	BRINKER INTL INC	0.31%	$180.33	1,302,665	300,100	$54,117,033	29.93%	$234,909,579
NGG NATIONAL GRID PLC	NATIONAL GRID PLC	0.31%	$74.41	3,146,286	141,800	$10,551,338	4.72%	$234,115,141
W WAYFAIR INC	WAYFAIR INC	0.31%	$51.14	4,568,267	235,700	$12,053,698	5.44%	$233,621,174
CALM CAL MAINE FOODS INC	CAL MAINE FOODS INC	0.31%	$99.63	2,313,574	267,400	$26,641,062	13.07%	$230,501,378
LI LI AUTO INC	LI AUTO INC	0.30%	$27.11	8,217,939	255,100	$6,915,761	3.20%	$222,788,326
PSTG PURE STORAGE INC	PURE STORAGE INC	0.29%	$57.58	3,843,112	75,200	$4,330,016	2.00%	$221,286,389
FTNT FORTINET INC	FORTINET INC	0.29%	$105.72	2,060,851	-1,373,500	-$145,206,420	-39.99%	$217,873,168
CCL CARNIVAL CORP	CARNIVAL CORP	0.28%	$28.12	7,600,901	-5,224,888	-$146,923,850	-40.74%	$213,737,336
MMC MARSH & MCLENNAN COS INC	MARSH & MCLENNAN COS INC	0.28%	$218.64	973,931	354,931	$77,602,114	57.34%	$212,940,274
MEDP MEDPACE HLDGS INC	MEDPACE HLDGS INC	0.28%	$313.86	678,088	100,400	$31,511,544	17.38%	$212,824,700
ADBE ADOBE INC	ADOBE INC	0.28%	$386.88	546,693	489,249	$189,281,394	851.70%	$211,505,416
VLTO VERALTO CORP	VERALTO CORP	0.26%	$100.95	1,957,300	282,092	$28,477,187	16.84%	$197,589,435
CHWY CHEWY INC	CHEWY INC	0.26%	$42.62	4,591,982	2,828,600	$120,554,932	160.41%	$195,710,273
MSFT MICROSOFT CORP	MICROSOFT CORP	0.25%	$497.42	378,772	30,250	$15,046,815	8.68%	$188,407,012

Page 1 of 52 • 3085 total holdings

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