BLACKROCK INC COM BLK
13.41% 16.82% $5.00B 5.2M $5.13B 5.3M -135,327 -2.54% Reduce ALPHABET INC GOOGL
6.79% 4.44% $2.53B 7.1M $1.35B 4.7M +2.4M +50.47% Add VISA INC V
6.08% 6.61% $2.26B 6.6M $2.02B 6.7M -74,414 -1.12% Reduce NVIDIA CORPORATION NVDA
4.64% 5.4% $1.73B 8.6M $1.64B 9.4M -796,485 -8.45% Reduce S SPACE EXPLORATION TECHN CORP SPCX
4.51% — $1.68B 9.8M $0 0 +9.8M New Buy MASTERCARD INCORPORATED MA
4.49% 5.28% $1.67B 3.3M $1.61B 3.2M +34,891 +1.08% Add BROADCOM INC AVGO
3.79% 3.59% $1.41B 3.7M $1.10B 3.5M +200,143 +5.65% Add AMAZON COM INC AMZN
2.92% 3.29% $1.09B 4.6M $1.00B 4.8M -249,788 -5.18% Reduce MICROSOFT CORP MSFT
2.65% 3.24% $985.7M 2.6M $987.3M 2.7M -24,598 -0.92% Reduce ICICI BANK LIMITED IBN
2.28% 2.48% $847.6M 29.2M $756.2M 29.2M 0 0.00% Unchanged A Alphabet Inc Class C GOOG
1.9% — $706.7M 2.0M $0 0 +2.0M New Buy GE VERNOVA INC GEV
1.82% 1.87% $679.5M 578,364 $569.1M 651,928 -73,564 -11.28% Reduce D DOORDASH INC DASH
1.71% 1.7% $638.8M 3.5M $519.7M 3.5M 0 0.00% Unchanged S&P GLOBAL INC SPGI
1.65% 1.95% $613.7M 1.5M $594.0M 1.4M +110,461 +7.91% Add T THERMO FISHER SCIENTIFIC INC TMO
1.64% 2.01% $611.4M 1.2M $613.1M 1.2M -27,870 -2.23% Reduce S SEA LTD SPONSORD ADS SE
1.48% 1.44% $550.5M 5.7M $437.5M 5.3M +461,726 +8.74% Add I INTAPP INC INTA
1.16% 1.44% $432.3M 17.1M $440.5M 17.1M 0 0.00% Unchanged LAM RESEARCH CORP LRCX
1.15% 0.7% $430.0M 992,204 $213.1M 997,535 -5,331 -0.53% Reduce ROBLOX CORP CL A RBLX
1.14% 1.44% $423.0M 7.8M $439.9M 7.8M 0 0.00% Unchanged T TPG INC COM CL A TPG
1.11% 1.33% $412.1M 10.2M $406.2M 10.0M +134,958 +1.35% Add H HDFC BANK LTD HDB
1.06% 1.03% $395.3M 15.3M $312.5M 12.6M +2.7M +21.86% Add ERMENEGILDO ZEGNA N V ORD SHS ZGN
0.95% 0.93% $354.7M 27.2M $283.9M 27.2M 0 0.00% Unchanged TECK RESOURCES LTD TECK
0.91% 0.96% $337.9M 5.7M $294.0M 5.7M 0 0.00% Unchanged K KKR & CO INC COM KKR
0.9% 1.07% $336.8M 3.7M $325.9M 3.5M +146,542 +4.16% Add AIRBNB INC COM CL A ABNB
0.85% 0.92% $318.0M 2.2M $280.6M 2.2M 0 0.00% Unchanged BOOKING HOLDINGS INC COM BKNG
0.84% 0.79% $312.4M 1.8M $241.6M 57,371 +1.7M +2,955.49% Add TRANSDIGM GROUP INC TDG
0.82% 0.83% $303.9M 228,119 $253.7M 218,885 +9,234 +4.22% Add J JPMORGAN ULTRA-SHORT INCOME ETF JPST
0.8% 0.98% $299.3M 5.9M $299.6M 5.9M 0 0.00% Unchanged Pdd Holdings Inc ADR PDD
0.74% 1.65% $276.4M 3.6M $503.3M 4.9M -1.3M -26.45% Reduce MARVELL TECHNOLOGY INC MRVL
0.69% 0.49% $256.5M 860,962 $150.2M 1.5M -655,424 -43.22% Reduce CADENCE DESIGN SYSTEM INC COM CDNS
0.68% 0.68% $252.4M 672,466 $208.2M 749,113 -76,647 -10.23% Reduce LINDE PLC LIN
0.66% 0.79% $247.7M 477,371 $241.6M 487,254 -9,883 -2.03% Reduce S STERLING INFRASTRUCTURE INC STRL
0.66% 0.08% $247.1M 294,424 $24.0M 58,950 +235,474 +399.45% Add C COMFORT SYS USA INC FIX
0.66% 0.61% $246.6M 124,436 $185.3M 134,356 -9,920 -7.38% Reduce B BEONE MEDICINES LTD ONC
0.65% 0.84% $241.0M 845,729 $256.2M 862,643 -16,914 -1.96% Reduce APOLLO GLOBAL MGMT INC COM APO
0.64% 0.87% $240.1M 2.0M $263.9M 2.4M -338,767 -14.31% Reduce ASML HLDG NV ASML
0.63% — $234.7M 117,979 $0 0 +117,979 New Buy GE AEROSPACE GE
0.61% 0.56% $226.1M 605,033 $171.2M 603,418 +1,615 +0.27% Add U UNITY SOFTWARE INC U
0.59% 0.62% $220.1M 7.7M $189.6M 8.6M -941,200 -10.89% Reduce META PLATFORMS INC META
0.59% 0.67% $219.4M 389,518 $203.2M 355,112 +34,406 +9.69% Add INTUITIVE SURGICAL INC ISRG
0.53% 0.34% $196.4M 493,869 $104.7M 227,211 +266,658 +117.36% Add ELI LILLY & CO LLY
0.49% 0.52% $181.7M 151,473 $159.4M 173,259 -21,786 -12.57% Reduce NETFLIX INC NFLX
0.48% 0.65% $180.4M 2.5M $198.9M 2.1M +457,897 +22.14% Add DENALI THERAPEUTICS INC DNLI
0.48% 0.44% $180.4M 7.0M $134.6M 7.0M 0 0.00% Unchanged WELLS FARGO CO NEW WFC
0.48% 0.43% $179.9M 2.2M $132.3M 1.7M +514,781 +30.98% Add F FTAI AVIATION LTD FTAI
0.48% 0.33% $179.5M 663,575 $99.5M 406,313 +257,262 +63.32% Add MSCI INC MSCI
0.46% 0.75% $171.7M 306,549 $229.5M 425,863 -119,314 -28.02% Reduce I ISHARES MSCI SOUTH KOREAETF EWY
0.46% 0.27% $171.6M 849,798 $82.1M 667,056 +182,742 +27.40% Add VERTIV HOLDINGS CO VRT
0.44% 0.44% $165.2M 493,495 $132.7M 529,431 -35,936 -6.79% Reduce G GE HEALTHCARE TECHNOLOGIES I GEHC
0.43% 0.91% $161.0M 2.5M $277.5M 3.9M -1.4M -35.47% Reduce 
