AMAZON COM INC AMZN
10.77% 10.53% $21.3M 89,216 $21.0M 100,990 -11,774 -11.66% Reduce TAIWAN SEMICONDUCTOR MANUFAC TSM
9.19% 7.27% $18.1M 37,978 $14.5M 42,990 -5,012 -11.66% Reduce S&P GLOBAL INC SPGI
8.13% 9.49% $16.0M 39,383 $19.0M 44,580 -5,197 -11.66% Reduce MICROSOFT CORP MSFT
7.2% 9.36% $14.2M 38,110 $18.7M 50,505 -12,395 -24.54% Reduce NVIDIA CORPORATION NVDA
6.65% — $13.1M 65,581 $0 0 +65,581 New Buy UBER TECHNOLOGIES INC UBER
6.48% 7.22% $12.8M 177,223 $14.4M 200,610 -23,387 -11.66% Reduce VISA INC V
6.02% 5.93% $11.9M 34,652 $11.9M 39,225 -4,573 -11.66% Reduce CANADIAN PACIFIC KANSAS CITY CP
5.74% 5.83% $11.3M 130,750 $11.6M 148,005 -17,255 -11.66% Reduce LPL FINL HLDGS INC LPLA
5.67% 6.77% $11.2M 39,710 $13.5M 44,950 -5,240 -11.66% Reduce MASTERCARD INCORPORATED MA
5.53% 9.67% $10.9M 21,234 $19.3M 38,669 -17,435 -45.09% Reduce DANAHER CORP DEL COM DHR
5.03% 5.6% $9.9M 52,091 $11.2M 58,965 -6,874 -11.66% Reduce YUM BRANDS INC COM YUM
4.23% 4.6% $8.3M 52,175 $9.2M 59,060 -6,885 -11.66% Reduce T THERMO FISHER SCIENTIFIC INC TMO
4.21% 4.62% $8.3M 16,577 $9.2M 18,765 -2,188 -11.66% Reduce A Alphabet Inc Class C GOOG
3.82% 3.46% $7.5M 21,318 $6.9M 24,130 -2,812 -11.65% Reduce K KKR & CO INC COM KKR
3.54% 3.99% $7.0M 76,230 $8.0M 86,290 -10,060 -11.66% Reduce BROWN & BROWN INC COM BRO
2.9% 3.3% $5.7M 89,225 $6.6M 101,000 -11,775 -11.66% Reduce MERCADOLIBRE INC COM MELI
2.66% — $5.2M 3,092 $0 0 +3,092 New Buy BOOKING HOLDINGS INC COM BKNG
2.24% 2.37% $4.4M 24,846 $4.7M 1,125 +23,721 +2,108.53% Add 
