ARISTA NETWORKS INC ANET
5.52% 4.63% $373.2M 2.2M $281.5M 2.3M -95,779 -4.18% Reduce AMAZON COM INC AMZN
5.2% 5.62% $351.9M 1.5M $341.7M 1.6M -164,535 -10.03% Reduce APPLE INC AAPL
5.1% 5.02% $345.1M 1.2M $304.9M 1.2M -8,993 -0.75% Reduce ALPHABET INC GOOGL
5.01% 4.85% $338.8M 948,035 $294.5M 1.0M -76,134 -7.43% Reduce MICROSOFT CORP MSFT
3.95% 4.41% $267.0M 715,730 $267.7M 723,057 -7,327 -1.01% Reduce META PLATFORMS INC META
3.86% 4.41% $261.2M 463,636 $267.9M 468,242 -4,606 -0.98% Reduce NVIDIA CORPORATION NVDA
3.61% 2.64% $243.8M 1.2M $160.2M 918,433 +300,149 +32.68% Add I Infineon Technologies Ag Spon Adr Each Rep 1 Ord Shs IFNNY
3.14% 2.21% $212.2M 2.3M $134.6M 3.0M -717,582 -24.11% Reduce JPMORGAN CHASE & CO JPM
2.9% 2.93% $196.2M 599,431 $177.7M 604,237 -4,806 -0.80% Reduce MASTERCARD INCORPORATED MA
2.85% 3.12% $192.8M 375,416 $189.7M 379,695 -4,279 -1.13% Reduce T THERMO FISHER SCIENTIFIC INC TMO
2.51% 2.77% $169.9M 338,876 $168.5M 342,765 -3,889 -1.13% Reduce CANADIAN PACIFIC KANSAS CITY CP
2.32% 2.37% $157.0M 1.8M $144.1M 1.8M -19,913 -1.09% Reduce TEXAS INSTRS INC TXN
2.29% 1.67% $154.6M 518,704 $101.7M 523,650 -4,946 -0.94% Reduce INTUITIVE SURGICAL INC ISRG
2.27% 2.74% $153.7M 386,569 $166.3M 360,734 +25,835 +7.16% Add DELTA AIR LINES INC DAL
2.17% 1.73% $146.7M 1.6M $105.0M 1.6M -13,604 -0.86% Reduce DEERE & CO DE
2.16% 2.16% $146.2M 230,553 $131.4M 233,300 -2,747 -1.18% Reduce TRANSDIGM GROUP INC TDG
2.14% 2.09% $144.5M 108,456 $126.9M 109,511 -1,055 -0.96% Reduce NETFLIX INC NFLX
2.13% 3.22% $143.7M 2.0M $195.6M 2.0M -21,939 -1.08% Reduce E ENTEGRIS INC ENTG
2.04% 1.49% $137.8M 766,013 $90.7M 773,329 -7,316 -0.95% Reduce BERKSHIRE HATHAWAY INC DEL BRK.B
1.98% 2.13% $134.1M 267,976 $129.5M 270,322 -2,346 -0.87% Reduce STARBUCKS CORP SBUX
1.95% 1.92% $132.1M 1.3M $116.7M 1.3M -10,295 -0.79% Reduce MARVELL TECHNOLOGY INC MRVL
1.78% — $120.5M 404,529 $0 0 +404,529 New Buy VERISK ANALYTICS INC COM VRSK
1.73% 0.9% $117.0M 651,868 $54.6M 287,556 +364,312 +126.69% Add UNION PAC CORP UNP
1.66% 1.67% $112.5M 413,762 $101.3M 417,394 -3,632 -0.87% Reduce FEDEX CORP FDX
1.61% 2.05% $108.6M 346,694 $124.5M 349,480 -2,786 -0.80% Reduce SCHWAB CHARLES CORP SCHW
1.59% 1.82% $107.3M 1.2M $110.3M 1.2M -11,041 -0.94% Reduce MOODYS CORP MCO
1.53% 1.65% $103.5M 228,446 $100.5M 230,261 -1,815 -0.79% Reduce N NESTLE S A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS NSRGY
1.5% 1.63% $101.7M 990,558 $98.9M 998,417 -7,859 -0.79% Reduce AIR PRODUCTS AND CHEMICALS I APD
1.48% 1.64% $100.0M 341,235 $99.8M 343,636 -2,401 -0.70% Reduce COSTCO WHOLESALE CORPORATION COST
1.44% 1.73% $97.4M 104,081 $105.2M 105,530 -1,449 -1.37% Reduce AON PLC SHS CL A AON
1.37% 1.5% $92.7M 279,586 $91.4M 283,054 -3,468 -1.23% Reduce UNITEDHEALTH GROUP INC UNH
1.36% 1.36% $92.1M 221,607 $82.5M 304,877 -83,270 -27.31% Reduce T-MOBILE US INC COM TMUS
1.35% 1.89% $91.2M 543,987 $115.1M 547,863 -3,876 -0.71% Reduce CHIPOTLE MEXICAN GRILL INC CMG
1.33% 1.4% $89.7M 2.6M $85.2M 2.7M -23,687 -0.89% Reduce JOHNSON & JOHNSON JNJ
1.31% 1.42% $88.5M 348,528 $86.0M 351,933 -3,405 -0.97% Reduce WORKDAY INC WDAY
1.31% 1.56% $88.3M 721,421 $94.5M 727,404 -5,983 -0.82% Reduce NOVARTIS AG NVS
1.29% 1.41% $87.4M 557,777 $85.8M 561,837 -4,060 -0.72% Reduce B BECTON DICKINSON & CO COM BDX
1.27% 1.48% $85.9M 567,338 $89.9M 571,820 -4,482 -0.78% Reduce YUM BRANDS INC COM YUM
1.25% 1.36% $84.3M 527,241 $82.7M 531,880 -4,639 -0.87% Reduce WATERS CORP WAT
1.1% 0.98% $74.2M 197,905 $59.4M 199,532 -1,627 -0.82% Reduce S&P GLOBAL INC SPGI
1.05% 1.23% $71.0M 174,336 $74.7M 175,660 -1,324 -0.75% Reduce TESLA INC TSLA
0.92% 0.91% $62.3M 148,181 $55.5M 149,312 -1,131 -0.76% Reduce SHERWIN WILLIAMS CO SHW
0.89% 0.94% $60.5M 175,746 $57.1M 178,104 -2,358 -1.32% Reduce S SAIA INC SAIA
0.88% — $59.3M 140,806 $0 0 +140,806 New Buy CAPITAL ONE FINL CORP COF
0.83% 0.85% $56.0M 279,263 $51.6M 282,709 -3,446 -1.22% Reduce NIKE INC NKE
0.68% 0.99% $46.2M 1.1M $60.0M 1.1M -9,199 -0.81% Reduce SBA COMMUNICATIONS CORP SBAC
0.6% 1.1% $40.3M 228,211 $66.7M 387,360 -159,149 -41.09% Reduce A Alphabet Inc Class C GOOG
0.53% 0.95% $36.2M 102,331 $57.5M 200,506 -98,175 -48.96% Reduce SHOPIFY INC SHOP
0.43% 0.5% $28.9M 252,988 $30.2M 254,538 -1,550 -0.61% Reduce F FEDEX FGHT HLDG CO INC FDXF
0.39% — $26.2M 173,397 $0 0 +173,397 New Buy 
