Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| COLLIERS INTL GROUP INC(CIGI) | 1,301,133 | 2,511,000 | +1,209,867 | 191,264 | 268,387 | 9.58% | +77,123 |
| DRAFTKINGS INC NEW(DKNG) | 4,203,834 | 9,650,000 | +5,446,166 | 144,864 | 208,633 | 7.45% | +63,769 |
| SPORTRADAR GROUP AG(SRAD) | 0 | 2,750,000 | +2,750,000 | 0 | 46,035 | 1.64% | +46,035 |
| CORPAY INC(CPAY) | 830,000 | 880,000 | +50,000 | 249,772 | 256,071 | 9.14% | +6,299 |
| QXO INC(QXO) | 813,009 | 813,009 | 0 | 15,683 | 15,789 | 0.56% | +106 |
| GXO LOGISTICS INCORPORATED(GXO) | 3,250,000 | 3,250,000 | 0 | 171,080 | 168,513 | 6.02% | -2,567 |
| CORE & MAIN INC(CNM) | 2,150,000 | 2,150,000 | 0 | 111,736 | 106,210 | 3.79% | -5,525 |
| CIMPRESS PLC(CMPR) | 1,465,366 | 1,222,633 | -242,733 | 97,579 | 89,252 | 3.19% | -8,327 |
| WAYFAIR INC(W) | 2,923,845 | 2,600,000 | -323,845 | 293,583 | 195,546 | 6.98% | -98,037 |
| CARVANA CO(CVNA) | 2,275,000 | 2,335,000 | +60,000 | 960,096 | 734,077 | 26.21% | -226,018 |
| APPLOVIN CORP(APP) | 1,799,729 | 1,790,000 | -9,729 | 1,212,693 | 712,420 | 25.44% | -500,273 |