 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 13.37% | 11.49% | $34.4M | 71,955 | $30.8M | 91,284 | -19,329-21.17% | Reduce |
 NU HLDGS LTDNU |
| 9.84% | 9.08% | $25.3M | 1.9M | $24.4M | 1.7M | +195,610+11.53% | Add |
 JOHNSON CONTROLS INTERNATIONJCI |
| 9.11% | 6.75% | $23.4M | 160,269 | $18.1M | 138,519 | +21,750+15.70% | Add |
 COUPANG INC CLASS ACPNG |
| 7.93% | 7.62% | $20.4M | 1.2M | $20.5M | 1.1M | +88,285+8.14% | Add |
| KKASPI KZ JSCKSPI |
| 7.28% | 10.86% | $18.7M | 216,021 | $29.2M | 393,770 | -177,749-45.14% | Reduce |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 7.12% | — | $18.3M | 18,958 | $0 | 0 | +18,958 | New Buy |
 NVIDIA CORPORATIONNVDA |
| 6.54% | 7.06% | $16.8M | 84,035 | $19.0M | 108,740 | -24,705-22.72% | Reduce |
 MICROSOFT CORPMSFT |
| 6.33% | 7.92% | $16.3M | 43,609 | $21.3M | 57,449 | -13,840-24.09% | Reduce |
 WOODWARD INCWWD |
| 5.64% | 6.89% | $14.5M | 34,090 | $18.5M | 51,725 | -17,635-34.09% | Reduce |
 META PLATFORMS INCMETA |
| 5.49% | 4.7% | $14.1M | 25,049 | $12.6M | 22,084 | +2,965+13.43% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 5.11% | — | $13.1M | 17,584 | $0 | 0 | +17,584 | New Buy |
 MERCADOLIBRE INC COMMELI |
| 4.51% | 7.55% | $11.6M | 6,826 | $20.3M | 11,734 | -4,908-41.83% | Reduce |
 ALPHABET INCGOOGL |
| 3.14% | 2.42% | $8.1M | 22,584 | $6.5M | 22,584 | 00.00% | Unchanged |
 MASTERCARD INCORPORATEDMA |
| 2.85% | 3.81% | $7.3M | 14,240 | $10.2M | 20,470 | -6,230-30.43% | Reduce |
| CCBRE GROUP INC CL ACBRE |
| 2.42% | 4.29% | $6.2M | 46,150 | $11.5M | 85,103 | -38,953-45.77% | Reduce |
 TRANSUNIONTRU |
| 1.67% | 7.43% | $4.3M | 59,648 | $20.0M | 288,538 | -228,890-79.33% | Reduce |
 APPLIED MATLS INCAMAT |
| 1.52% | 0.69% | $3.9M | 5,390 | $1.8M | 5,390 | 00.00% | Unchanged |
 WESTERN DIGITAL CORPWDC |
| 0.13% | — | $322,554 | 505 | $0 | 0 | +505 | New Buy |
