Loading
Loading
Loading
Loading
Loading
0%held throughout
1–25 of 126, sorted by portfolio weight, high to low
| UPSTUPSTART HOLDINGS INCFinancials | 9.8%-1.6% | Unchanged | 13,381,222 | $124.90 | $1.67B |
| SNEWSENTINELONE INC -CLASS AInformation Technology | 6.3%+6.3% | New | 25,362,482 | $42.50 | $1.08B |
| PCGP G & E CORPUtilities | 4.9%-1.7% | Reduced1.2% | 81,935,257 | $10.17 | $833.3M |
| INTCINTEL CORPInformation Technology | 4.6%+4.2% | Increased1300.0% | 14,000,000 | $56.14 | $786.0M |
| DHRDANAHER CORPIndustrials | 4.5%+0.1% | Reduced1.2% | 2,865,000 | $268.36 | $768.9M |
| DISWALT DISNEY CO/THECommunication Services | 4.3%-1.0% | Reduced1.2% | 4,150,000 | $175.77 | $729.4M |
| SOFINEWSOFI TECHNOLOGIES INCFinancials | 3.2%+3.2% | New | 28,897,766 | $19.17 | $554.0M |
| INTUINTUIT INCInformation Technology | 3.2%+0.1% | Reduced8.3% | 1,100,000 | $490.17 | $539.2M |
| Ticker unavailablePAYSAFE LIMITEDUnclassifiedCUSIP G6964L107 | 2.9%-0.8% | Unchanged | 41,500,000 | $12.11 | $502.6M |
| AMZNAMAZON.COM INCConsumer DiscretionarySupply chain (as of Q2 2026) | 2.9%+0.5% | Increased27.2% | 145,000 | $3440.16 | $498.8M |
| GOOGLALPHABET INC-CL ACommunication ServicesSupply chain (as of Q2 2026) | 2.9%-0.1% | Reduced4.8% | 200,000 | $2441.79 | $488.4M |
| BURLBURLINGTON STORES INCConsumer Discretionary | 2.8%-0.2% | Reduced1.3% | 1,480,000 | $321.99 | $476.5M |
| CSGPCOSTAR GROUP INCConsumer Discretionary | 2.7%-0.3% | Increased931.1% | 5,671,000 | $82.82 | $469.7M |
| MSFTMICROSOFT CORPInformation Technology | 2.5% | Unchanged | 1,600,000 | $270.90 | $433.4M |
| UBERUBER TECHNOLOGIES INCConsumer Discretionary | 2.4% | Increased23.7% | 8,350,000 | $50.12 | $418.5M |
| SPGIS&P GLOBAL INCConsumer Discretionary | 2.4% | Unchanged | 1,000,000 | $410.45 | $410.4M |
| AVTRAVANTOR INCHealth Care | 2.2% | Reduced4.5% | 10,500,000 | $35.51 | $372.9M |
| VVISA INC-CLASS A SHARESFinancials | 2.1%-0.1% | Unchanged | 1,500,000 | $233.82 | $350.7M |
| ELESTEE LAUDER COMPANIES-CL AConsumer Staples | 2.0%+0.1% | Increased13.5% | 1,095,000 | $318.08 | $348.3M |
| METAMETA PLATFORMS INC-CLASS ACommunication Services | 2.0%+0.1% | Unchanged | 1,000,000 | $347.71 | $347.7M |
| 0C3NEWENDEAVOR GROUP HOLD-CLASS AUnclassified | 2.0%+2.0% | New | 12,500,000 | $27.71 | $346.4M |
| DELLDELL TECHNOLOGIES -CInformation Technology | 1.8%+0.6% | Increased57.3% | 3,145,321 | $99.67 | $313.5M |
| IQVIQVIA HOLDINGS INCHealth Care | 1.8%-0.6% | Reduced31.0% | 1,250,000 | $242.32 | $302.9M |
| TDGTRANSDIGM GROUP INCIndustrials | 1.7%-0.2% | Reduced7.2% | 450,000 | $647.29 | $291.3M |
| UNHUNITEDHEALTH GROUP INCHealth Care | 1.4%-0.1% | Unchanged | 600,000 | $400.44 | $240.3M |