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0%held throughout
1–25 of 74, sorted by portfolio weight, high to low
| PCGP G & E CORPUtilities | 8.2%+0.2% | Unchanged | 84,935,257 | $12.46 | $1.06B |
| DISWALT DISNEY CO/THECommunication Services | 6.7%+0.1% | Reduced9.4% | 4,800,000 | $181.18 | $869.7M |
| DHRDANAHER CORPIndustrials | 5.1%-1.3% | Unchanged | 3,000,000 | $222.14 | $666.4M |
| IAA-WUSDIAA INCUnclassified | 5.0%-0.5% | Reduced6.0% | 9,900,000 | $64.98 | $643.3M |
| UPSTNEWUPSTART HOLDINGS INCFinancials | 4.0%+4.0% | New | 13,381,222 | $38.89 | $520.4M |
| CHTRCHARTER COMMUNICATIONS INC-ACommunication Services | 3.8%-0.9% | Unchanged | 750,000 | $661.55 | $496.2M |
| AMZNAMAZON.COM INCConsumer DiscretionarySupply chain (as of Q2 2026) | 3.6%-2.8% | Reduced29.3% | 145,000 | $3256.93 | $472.3M |
| GOOGLNEWALPHABET INC-CL ACommunication ServicesSupply chain (as of Q2 2026) | 3.5%+3.5% | New | 260,000 | $1752.64 | $455.7M |
| BURLBURLINGTON STORES INCConsumer Discretionary | 3.4%-0.1% | Unchanged | 1,670,000 | $261.55 | $436.8M |
| INTUINTUIT INCInformation Technology | 2.9%+1.9% | Increased233.3% | 1,000,000 | $379.85 | $379.9M |
| VVISA INC-CLASS A SHARESFinancials | 2.6%-0.5% | Unchanged | 1,550,000 | $218.73 | $339.0M |
| BABAALIBABA GROUP HOLDING-SP ADRConsumer Discretionary | 2.5%-4.9% | Reduced44.6% | 1,400,000 | $232.73 | $325.8M |
| IQVIQVIA HOLDINGS INCHealth Care | 2.5%-0.4% | Unchanged | 1,810,400 | $179.17 | $324.4M |
| AVTRAVANTOR INCHealth Care | 2.4%+1.3% | Increased120.0% | 11,000,000 | $28.15 | $309.6M |
| FISFIDELITY NATIONAL INFO SERVFinancials | 2.3%-2.4% | Reduced33.2% | 2,136,422 | $141.46 | $302.2M |
| METAMETA PLATFORMS INC-CLASS ACommunication Services | 2.3%-0.6% | Reduced2.2% | 1,100,000 | $273.16 | $300.5M |
| TDGTRANSDIGM GROUP INCIndustrials | 2.3%+0.2% | Increased11.5% | 485,000 | $618.85 | $300.1M |
| JDJD.COM INC-ADRConsumer Discretionary | 2.3%-1.2% | Reduced23.6% | 3,400,000 | $87.90 | $298.9M |
| SPGIS&P GLOBAL INCConsumer Discretionary | 2.3%-0.5% | Increased16.1% | 900,000 | $328.73 | $295.9M |
| MSFTMICROSOFT CORPInformation Technology | 2.2%-0.1% | Increased18.2% | 1,300,000 | $222.42 | $289.1M |
| Ticker unavailableFERRARI NVUnclassified | 1.9%-0.1% | Unchanged | 1,085,000 | $229.52 | $249.0M |
| ADBEADOBE INCInformation Technology | 1.8%-1.4% | Reduced28.9% | 455,000 | $500.12 | $227.6M |
| CRMSALESFORCE INCInformation Technology | 1.5%-2.0% | Reduced36.8% | 900,000 | $222.53 | $200.3M |
| Ticker unavailableNEWAPTIV PLCUnclassified | 1.5%+1.5% | New | 1,500,000 | $130.29 | $195.4M |
| Ticker unavailableTE CONNECTIVITY LTDUnclassified | 1.4%-0.1% | Unchanged | 1,550,000 | $121.07 | $187.7M |