Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| APPLOVIN CORP(APP) | 1,790,000 | 1,790,000 | 0 | 712,420 | 922,262 | 27.13% | +209,842 |
| GXO LOGISTICS INCORPORATED(GXO) | 3,250,000 | 5,250,000 | +2,000,000 | 168,513 | 266,175 | 7.83% | +97,663 |
| SPORTRADAR GROUP AG(SRAD) | 2,750,000 | 9,155,000 | +6,405,000 | 46,035 | 137,050 | 4.03% | +91,015 |
| WAYFAIR INC(W) | 2,600,000 | 2,909,700 | +309,700 | 195,546 | 268,914 | 7.91% | +73,368 |
| CORPAY INC(CPAY) | 880,000 | 880,000 | 0 | 256,071 | 293,278 | 8.63% | +37,206 |
| DRAFTKINGS INC NEW(DKNG) | 9,650,000 | 9,650,000 | 0 | 208,633 | 243,759 | 7.17% | +35,126 |
| CIMPRESS PLC(CMPR) | 1,222,633 | 1,222,633 | 0 | 89,252 | 124,342 | 3.66% | +35,090 |
| CARVANA CO(CVNA) | 2,335,000 | 11,675,000 | +9,340,000 | 734,077 | 768,449 | 22.61% | +34,371 |
| QXO INC(QXO) | 813,009 | 813,009 | 0 | 15,789 | 14,049 | 0.41% | -1,740 |
| CORE & MAIN INC(CNM) | 2,150,000 | 2,150,000 | 0 | 106,210 | 103,738 | 3.05% | -2,472 |
| COLLIERS INTL GROUP INC(CIGI) | 2,511,000 | 2,745,325 | +234,325 | 268,387 | 257,352 | 7.57% | -11,036 |