Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| LULULEMON ATHLETICA INC(LULU) | 0 | 50,000 | +50,000 | 0 | 11,879 | 21.12% | +11,879 |
| BRUKER CORP(BRKR) | 0 | 250,000 | +250,000 | 0 | 10,300 | 18.31% | +10,300 |
| REGENERON PHARMACEUTICALS(REGN) | 0 | 15,000 | +15,000 | 0 | 7,875 | 14.00% | +7,875 |
| MERCADOLIBRE INC(MELI) | 0 | 3,000 | +3,000 | 0 | 7,841 | 13.94% | +7,841 |
| UNITEDHEALTH GROUP INC(UNH) | 0 | 20,000 | +20,000 | 0 | 6,239 | 11.09% | +6,239 |
| LAUDER ESTEE COS INC(EL) | 200,000 | 150,000 | -50,000 | 13,200 | 12,120 | 21.55% | -1,080 |