Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Heico Corp new | 315,888 | 313,589 | -2,299 | 58,780 | 66,158 | 30.06% | +7,377 |
| Carmax Inc(KMX) | 565,597 | 558,265 | -7,332 | 46,243 | 43,500 | 19.76% | -2,743 |
| Polaris Inc.(PII) | 208,974 | 210,591 | +1,617 | 12,041 | 8,622 | 3.92% | -3,419 |
| Iridium Communications Inc.(IRDM) | 3,715,471 | 3,726,863 | +11,392 | 107,823 | 101,818 | 46.26% | -6,005 |