Securities ▲▼ | Shares | Value | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| The Estée Lauder Companies Inc.CL A(EL) | 200,000 | 150,000 | -50,000 | $13.20M | $12.12M | 21.55% | -$1.08M |
| lululemon athletica inc.(LULU) | 0 | 50,000 | +50,000 | $0 | $11.88M | 21.12% | +$11.88M |
| Bruker Corporation(BRKR) | 0 | 250,000 | +250,000 | $0 | $10.30M | 18.31% | +$10.30M |
| Regeneron Pharmaceuticals, Inc.(REGN) | 0 | 15,000 | +15,000 | $0 | $7.88M | 14.00% | +$7.88M |
| MercadoLibre, Inc.(MELI) | 0 | 3,000 | +3,000 | $0 | $7.84M | 13.94% | +$7.84M |
| UnitedHealth Group Incorporated(UNH) | 0 | 20,000 | +20,000 | $0 | $6.24M | 11.09% | +$6.24M |