 AMAZON COM INCAMZN |
| 15.07% | 14.36% | $47.3M | 198,532 | $57.1M | 274,241 | -75,709-27.61% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 11.76% | 11.05% | $36.9M | 184,636 | $43.9M | 251,886 | -67,250-26.70% | Reduce |
 MICROSOFT CORPMSFT |
| 10.62% | 11.42% | $33.4M | 89,465 | $45.4M | 122,677 | -33,212-27.07% | Reduce |
 BROADCOM INCAVGO |
| 7.89% | 7% | $24.8M | 65,613 | $27.8M | 89,900 | -24,287-27.02% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 6.91% | 7.29% | $21.7M | 42,269 | $29.0M | 58,053 | -15,784-27.19% | Reduce |
 FAIR ISAAC CORPFICO |
| 6.74% | 6.52% | $21.2M | 17,726 | $25.9M | 24,283 | -6,557-27.00% | Reduce |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 6.74% | 5.41% | $21.2M | 56,386 | $21.5M | 77,466 | -21,080-27.21% | Reduce |
 WALMART INCWMT |
| 6.57% | 7.88% | $20.6M | 182,196 | $31.3M | 252,084 | -69,888-27.72% | Reduce |
 TRANSDIGM GROUP INCTDG |
| 6.39% | 6.03% | $20.1M | 15,056 | $24.0M | 20,688 | -5,632-27.22% | Reduce |
 S&P GLOBAL INCSPGI |
| 6.17% | 7.02% | $19.4M | 47,588 | $27.9M | 65,627 | -18,039-27.49% | Reduce |
 META PLATFORMS INCMETA |
| 5.62% | 6.2% | $17.6M | 31,320 | $24.7M | 43,120 | -11,800-27.37% | Reduce |
 LIBERTY MEDIA CORP DELFWONK |
| 4.1% | 3.96% | $12.9M | 135,485 | $15.8M | 185,397 | -49,912-26.92% | Reduce |
 APPLE INCAAPL |
| 3.2% | 3.02% | $10.0M | 34,692 | $12.0M | 47,315 | -12,623-26.68% | Reduce |
| TTYLER TECHNOLOGIES INCTYL |
| 2.22% | 2.82% | $7.0M | 23,864 | $11.2M | 32,798 | -8,934-27.24% | Reduce |
