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0%held throughout
1–25 of 30, sorted by portfolio weight, high to low
| AMZNAMAZON.COM INCConsumer DiscretionarySupply chain (as of Q2 2026) | 9.0%+0.3% | Increased1913.8% | 8,977,525 | $106.21 | $953.5M |
| MSFTMICROSOFT CORPInformation Technology | 8.4%-0.7% | Reduced30.3% | 3,481,673 | $256.83 | $894.2M |
| METAMETA PLATFORMS INC-CLASS ACommunication Services | 7.6%+2.8% | Increased36.8% | 5,009,631 | $161.25 | $807.8M |
| TSMTAIWAN SEMICONDUCTOR-SP ADRInformation TechnologySupply chain (as of Q3 2026) | 6.9%+1.9% | Increased11.9% | 8,934,961 | $81.75 | $730.4M |
| WDAYWORKDAY INC-CLASS AInformation Technology | 6.6%-0.7% | Reduced2.0% | 5,019,190 | $139.58 | $700.6M |
| NOWSERVICENOW INCInformation Technology | 5.8%-0.8% | Reduced34.7% | 1,292,399 | $475.52 | $614.6M |
| BBWIBATH & BODY WORKS INCConsumer Discretionary | 5.6%-0.7% | Unchanged | 22,221,713 | $26.92 | $598.2M |
| TMOTHERMO FISHER SCIENTIFIC INCIndustrials | 4.8%+2.9% | Increased79.0% | 932,292 | $543.28 | $506.5M |
| MAMASTERCARD INC - AFinancials | 4.6%-0.5% | Reduced36.1% | 1,544,912 | $315.48 | $487.4M |
| VVISA INC-CLASS A SHARESFinancials | 4.0%-0.5% | Reduced37.2% | 2,161,028 | $196.89 | $425.5M |
| LPLANEWLPL FINANCIAL HOLDINGS INCFinancials | 4.0%+4.0% | New | 2,289,151 | $184.48 | $422.3M |
| BKNGNEWBOOKING HOLDINGS INCIndustrials | 3.9%+3.9% | New | 237,161 | $1748.99 | $414.8M |
| UNHUNITEDHEALTH GROUP INCHealth Care | 3.9%+1.2% | Reduced7.5% | 800,312 | $513.63 | $411.1M |
| DKSDICK'S SPORTING GOODS INCConsumer Discretionary | 3.6%+1.3% | Increased34.4% | 5,015,154 | $75.37 | $378.0M |
| RHRHConsumer Discretionary | 3.5%+0.2% | Increased3.7% | 1,773,069 | $212.26 | $376.4M |
| GOOGLNEWALPHABET INC-CL ACommunication ServicesSupply chain (as of Q2 2026) | 3.5%+3.5% | New | 171,991 | $2179.26 | $374.8M |
| EPAMNEWEPAM SYSTEMS INCInformation Technology | 3.5%+3.5% | New | 1,266,683 | $294.78 | $373.4M |
| Ticker unavailableATLASSIAN CORP PLCUnclassified | 2.9%+0.4% | Increased15.6% | 1,619,172 | $187.40 | $303.4M |
| PYPLNEWPAYPAL HOLDINGS INCFinancials | 2.8%+2.8% | New | 4,289,025 | $69.84 | $299.5M |
| EQTNEWEQT CORPEnergy | 2.1%+2.1% | New | 6,352,146 | $34.40 | $218.5M |
| Ticker unavailableMARQETA INCUnclassified | 1.3%+0.2% | Unchanged | 16,609,826 | $8.11 | $134.7M |
| FCNCAFIRST CITIZENS BCSHS -CL AFinancials | 0.6%+0.2% | Unchanged | 91,634 | $653.77 | $59.9M |
| SGSWEETGREEN INC - CLASS AConsumer Discretionary | 0.5%-0.4% | Unchanged | 4,556,503 | $11.65 | $53.1M |
| AVDXAVIDXCHANGE HOLDINGS INCUnclassified | 0.3%+0.1% | Unchanged | 5,080,632 | $6.14 | $31.2M |
| FICONEWFAIR ISAAC CORPConsumer Discretionary | 0.2%+0.2% | New | 42,616 | $400.91 | $17.1M |