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0%held throughout
1–25 of 47, sorted by portfolio weight, high to low
| PCGNEWP G & E CORPUtilities | 8.0%+8.0% | New | 84,935,257 | $9.39 | $797.5M |
| BABAALIBABA GROUP HOLDING-SP ADRConsumer Discretionary | 7.4%+1.5% | Increased26.3% | 2,525,000 | $293.98 | $742.3M |
| DISWALT DISNEY CO/THECommunication Services | 6.6%-1.8% | Reduced3.6% | 5,300,000 | $124.08 | $657.6M |
| DHRDANAHER CORPIndustrials | 6.5%-0.8% | Unchanged | 3,000,000 | $215.33 | $646.0M |
| AMZNAMAZON.COM INCConsumer DiscretionarySupply chain (as of Q2 2026) | 6.5%-1.5% | Reduced2.4% | 205,000 | $3148.73 | $645.5M |
| IAA-WUSDIAA INCUnclassified | 5.5%-0.1% | Reduced0.5% | 10,535,000 | $52.07 | $548.6M |
| FISFIDELITY NATIONAL INFO SERVFinancials | 4.7%-1.2% | Unchanged | 3,200,000 | $147.21 | $471.1M |
| CHTRCHARTER COMMUNICATIONS INC-ACommunication Services | 4.7%-0.6% | Unchanged | 750,000 | $624.34 | $468.3M |
| CRMSALESFORCE INCInformation Technology | 3.6%-0.1% | Unchanged | 1,425,000 | $251.32 | $358.1M |
| JDJD.COM INC-ADRConsumer Discretionary | 3.5%+0.8% | Increased36.9% | 4,450,000 | $77.61 | $345.4M |
| BURLBURLINGTON STORES INCConsumer Discretionary | 3.4%-0.3% | Increased19.3% | 1,670,000 | $206.09 | $344.2M |
| ADBEADOBE INCInformation Technology | 3.1%-0.8% | Reduced3.8% | 640,000 | $490.43 | $313.9M |
| VVISA INC-CLASS A SHARESFinancials | 3.1%-0.2% | Increased24.0% | 1,550,000 | $199.97 | $310.0M |
| METAMETA PLATFORMS INC-CLASS ACommunication Services | 2.9%+0.3% | Increased32.4% | 1,125,000 | $261.90 | $294.6M |
| IQVIQVIA HOLDINGS INCHealth Care | 2.9%-0.8% | Reduced4.7% | 1,810,400 | $157.63 | $285.4M |
| SPGIS&P GLOBAL INCConsumer Discretionary | 2.8%-0.7% | Unchanged | 775,000 | $360.60 | $279.5M |
| MSFTNEWMICROSOFT CORPInformation Technology | 2.3%+2.3% | New | 1,100,000 | $210.33 | $231.4M |
| FTVNEWFORTIVE CORPIndustrials | 2.3%+2.3% | New | 3,000,000 | $76.21 | $228.6M |
| TDGNEWTRANSDIGM GROUP INCIndustrials | 2.1%+2.1% | New | 435,000 | $475.12 | $206.7M |
| Ticker unavailableFERRARI NVUnclassified | 2.0%-0.5% | Unchanged | 1,085,000 | $184.09 | $199.7M |
| BKIEURBLACK KNIGHT INCUnclassified | 1.5%+1.1% | Increased293.7% | 1,750,000 | $87.05 | $152.3M |
| Ticker unavailableTE CONNECTIVITY LTDUnclassified | 1.5%-0.1% | Increased6.9% | 1,550,000 | $97.74 | $151.5M |
| EXPENEWEXPEDIA GROUP INCIndustrials | 1.5%+1.5% | New | 1,625,000 | $91.69 | $149.0M |
| PINSNEWPINTEREST INC- CLASS ACommunication Services | 1.5%+1.5% | New | 3,577,500 | $41.51 | $148.5M |
| XYZBLOCK INCInformation Technology | 1.3%+0.2% | Unchanged | 800,000 | $162.55 | $130.0M |