Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| UNITEDHEALTH GROUP INC.(UNH) | 0 | 286,929 | +286,929 | 0 | 89,513 | 8.37% | +89,513 |
| HCA HEALTHCARE INC(HCA) | 477,021 | 646,222 | +169,201 | 164,835 | 247,568 | 23.14% | +82,733 |
| TOAST INC(TOST) | 3,604,479 | 3,101,915 | -502,564 | 119,561 | 137,384 | 12.84% | +17,823 |
| AFFIRM HLDGS INC(AFRM) | 1,113,427 | 959,582 | -153,845 | 50,316 | 66,345 | 6.20% | +16,030 |
| BILL HOLDINGS INC | 2,797,625 | 2,579,611 | -218,014 | 128,383 | 119,333 | 11.15% | -9,050 |
| GLOBAL E ONLINE LTD SHS | 2,311,201 | 1,991,885 | -319,316 | 82,394 | 66,808 | 6.24% | -15,586 |
| FLOOR & DECOR HOLDINGS INC(FND) | 1,632,481 | 1,482,936 | -149,545 | 131,366 | 112,644 | 10.53% | -18,722 |
| APPIAN CORP(APPN) | 10,179,538 | 7,715,335 | -2,464,203 | 293,272 | 230,380 | 21.53% | -62,893 |