Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CARVANA CO(CVNA) | 96,121 | 698,029 | +601,908 | 30,219 | 45,944 | 35.10% | +15,726 |
| TRANSDIGM GROUP INC(TDG) | 21,768 | 23,588 | +1,820 | 25,228 | 31,420 | 24.00% | +6,192 |
| SOMNIGROUP INTERNATIONAL INC(SGI) | 260,596 | 290,501 | +29,905 | 19,263 | 22,775 | 17.40% | +3,512 |
| GUIDEWIRE SOFTWARE INC(GWRE) | 129,697 | 129,697 | 0 | 19,397 | 15,959 | 12.19% | -3,438 |
| HILTON WORLDWIDE HLDGS INC(HLT) | 68,319 | 44,775 | -23,544 | 20,774 | 14,796 | 11.30% | -5,978 |