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0%held throughout
1–25 of 36, sorted by portfolio weight, high to low
| DISWALT DISNEY CO/THECommunication Services | 8.4%+6.2% | Increased286.0% | 5,500,000 | $111.51 | $613.3M |
| AMZNAMAZON.COM INCConsumer DiscretionarySupply chain (as of Q2 2026) | 7.9%+1.2% | Reduced2.3% | 210,000 | $2758.82 | $579.4M |
| DHRDANAHER CORPIndustrials | 7.3%-0.6% | Reduced16.0% | 3,000,000 | $176.83 | $530.5M |
| BABANEWALIBABA GROUP HOLDING-SP ADRConsumer Discretionary | 5.9%+5.9% | New | 2,000,000 | $215.70 | $431.4M |
| FISFIDELITY NATIONAL INFO SERVFinancials | 5.9%+1.3% | Increased36.5% | 3,200,000 | $134.09 | $429.1M |
| IAA-WUSDIAA INCUnclassified | 5.6%+2.5% | Increased62.8% | 10,585,000 | $38.57 | $408.3M |
| CHTRCHARTER COMMUNICATIONS INC-ACommunication Services | 5.2%+3.1% | Increased150.0% | 750,000 | $510.04 | $382.5M |
| BAXBAXTER INTERNATIONAL INCHealth Care | 4.7%-10.3% | Reduced65.5% | 4,000,000 | $86.10 | $344.4M |
| RTXNEWRTX CORPIndustrials | 4.4%+4.4% | New | 5,265,000 | $61.62 | $324.4M |
| ADBEADOBE INCInformation Technology | 4.0%+0.6% | Unchanged | 665,000 | $435.31 | $289.5M |
| BURLBURLINGTON STORES INCConsumer Discretionary | 3.8%+0.9% | Increased24.4% | 1,400,000 | $196.93 | $275.7M |
| IQVIQVIA HOLDINGS INCHealth Care | 3.7%+0.5% | Increased3.5% | 1,900,000 | $141.88 | $269.6M |
| CRMSALESFORCE INCInformation Technology | 3.7%+0.2% | Reduced6.6% | 1,425,000 | $187.33 | $266.9M |
| SPGIS&P GLOBAL INCConsumer Discretionary | 3.5%+0.5% | Unchanged | 775,000 | $329.48 | $255.3M |
| VVISA INC-CLASS A SHARESFinancials | 3.3%-0.3% | Reduced10.7% | 1,250,000 | $193.17 | $241.5M |
| JDNEWJD.COM INC-ADRConsumer Discretionary | 2.7%+2.7% | New | 3,250,000 | $60.18 | $195.6M |
| METANEWMETA PLATFORMS INC-CLASS ACommunication Services | 2.6%+2.6% | New | 850,000 | $227.07 | $193.0M |
| Ticker unavailableFERRARI NVUnclassified | 2.5%-0.1% | Unchanged | 1,085,000 | $171.01 | $185.5M |
| Ticker unavailableFAR PT ACQUISITION CORPUnclassifiedCUSIP 30734W109 | 2.2%-0.3% | Unchanged | 15,692,500 | $10.24 | $160.7M |
| NKENEWNIKE INC -CL BConsumer Discretionary | 1.7%+1.7% | New | 1,250,000 | $98.05 | $122.6M |
| Ticker unavailableTE CONNECTIVITY LTDUnclassified | 1.6%+0.3% | Increased7.4% | 1,450,000 | $81.55 | $118.2M |
| EVRGNEWEVERGY INCUtilities | 1.2%+1.2% | New | 1,500,000 | $59.29 | $88.9M |
| ATVIEURNEWACTIVISION BLIZZARD INCUnclassified | 1.2%+1.2% | New | 1,125,429 | $75.90 | $85.4M |
| XYZNEWBLOCK INCInformation Technology | 1.1%+1.1% | New | 800,000 | $104.94 | $84.0M |
| ETRNUSDNEWEQUITRANS MIDSTREAM CORPUnclassified | 1.1%+1.1% | New | 10,000,000 | $8.31 | $83.1M |