AVIS BUDGET GROUP INC CAR
23.83% 26.86% $2.58B 17.4M $2.54B 17.4M 0 0.00% Unchanged NETFLIX INC NFLX
10.03% 15.42% $1.08B 15.2M $1.46B 15.2M 0 0.00% Unchanged ROBLOX CORP CL A RBLX
6.57% 3.94% $710.4M 13.1M $373.4M 6.6M +6.5M +97.88% Add CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005 CRDO
6.47% 2.48% $699.9M 2.6M $235.2M 2.5M +67,967 +2.71% Add TAPESTRY INC TPR
5.5% 7.53% $594.7M 4.1M $712.9M 5.1M -988,947 -19.58% Reduce ADVANCED MICRO DEVICES INC AMD
4.66% 3.1% $503.9M 867,370 $293.5M 1.4M -575,182 -39.87% Reduce NVIDIA CORPORATION NVDA
4.63% 4.61% $500.2M 2.5M $436.1M 2.5M -525 -0.02% Reduce META PLATFORMS INC META
3.79% 4.35% $409.5M 727,009 $411.8M 719,729 +7,280 +1.01% Add UNITED AIRLS HLDGS INC COM UAL
3.7% 2.83% $400.2M 2.9M $268.2M 2.9M +30,243 +1.04% Add COHERENT CORP COHR
3.39% — $366.8M 929,963 $0 0 +929,963 New Buy BURLINGTON STORES INC COM BURL
3.15% 3.98% $340.7M 1.1M $376.4M 1.2M -81,578 -7.05% Reduce CELESTICA INC CLS
3.08% 3.03% $332.7M 911,927 $286.4M 1.0M -104,813 -10.31% Reduce C CARMAX INC KMX
2.9% 2.48% $313.3M 5.9M $235.0M 5.7M +271,188 +4.80% Add PLANET FITNESS MASTER ISSUER PLNT
2.37% 3.84% $256.5M 4.9M $363.5M 4.9M +30,789 +0.63% Add MONGODB INC CL A MDB
2.29% 1.36% $248.1M 738,611 $129.0M 526,942 +211,669 +40.17% Add TWILIO INC TWLO
2.05% 2.74% $221.9M 1.1M $259.7M 2.1M -988,725 -47.89% Reduce F FIVE BELOW INC FIVE
1.84% 1.74% $198.7M 1.1M $165.2M 722,826 +382,283 +52.89% Add F FERMI INC FRMI
1.71% — $185.1M 20.2M $0 0 +20.2M New Buy TESLA INC TSLA
1.23% — $132.6M 315,200 $0 0 +315,200 New Buy TAIWAN SEMICONDUCTOR MANUFAC TSM
1.15% 1.82% $124.8M 261,301 $172.4M 510,073 -248,772 -48.77% Reduce H HUT 8 CORP HUT
1.07% 1.53% $115.4M 1.0M $144.7M 3.1M -2.1M -67.58% Reduce SPOTIFY TECHNOLOGY S A SHS SPOT
1.04% 1.25% $112.7M 245,475 $118.6M 244,547 +928 +0.38% Add AIRBNB INC COM CL A ABNB
0.83% 2.37% $89.8M 627,405 $224.3M 1.8M -1.1M -64.68% Reduce S SANDISK CORP COM SNDK
0.74% 0.24% $80.4M 35,374 $22.3M 35,095 +279 +0.79% Add W WARBY PARKER INC WRBY
0.41% 0.32% $44.1M 1.5M $30.3M 1.4M +14,125 +0.98% Add C CHARLES RIV LABS INTL INC CRL
0.39% — $42.5M 187,384 $0 0 +187,384 New Buy TRIP COM GROUP LTD TCOM
0.28% 0.4% $30.4M 763,477 $37.7M 757,817 +5,660 +0.75% Add COMCAST CORP NEW CL A CMCSA
0.22% 0.3% $24.2M 984,257 $27.9M 972,985 +11,272 +1.16% Add ELEVANCE HEALTH INC FORMERLY ELV
0.22% 0.18% $24.0M 61,945 $17.4M 59,568 +2,377 +3.99% Add COUPANG INC CLASS A CPNG
0.18% 0.22% $19.6M 1.1M $21.1M 1.1M +10,634 +0.95% Add HUMANA INC COM HUM
0.12% — $13.2M 33,282 $0 0 +33,282 New Buy HESAI GROUP HSAI
0.09% 0.11% $10.3M 563,130 $10.7M 559,706 +3,424 +0.61% Add SOUNDHOUND AI INC CLASS A COM SOUN
0.06% — $6.6M 1.0M $0 0 +1.0M New Buy 
