Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2023 ▲▼ | Q3 2023 ▲▼ | Change ▲▼ | Q2 2023 ▲▼ | Q3 2023 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| GUIDEWIRE SOFTWARE INC(GWRE) | 378,034 | 378,034 | 0 | 28,761 | 34,023 | 24.88% | +5,262 |
| CARVANA CO(CVNA) | 187,350 | 187,350 | 0 | 4,856 | 7,865 | 5.75% | +3,009 |
| TEMPUR SEALY INTL INC(SGI) | 422,446 | 458,757 | +36,311 | 16,927 | 19,883 | 14.54% | +2,955 |
| NEW YORK TIMES CO(NYT) | 335,588 | 335,588 | 0 | 13,215 | 13,826 | 10.11% | +611 |
| HILTON WORLDWIDE HLDGS INC(HLT) | 43,504 | 43,504 | 0 | 6,332 | 6,533 | 4.78% | +201 |
| TRANSDIGM GROUP INC(TDG) | 43,256 | 39,603 | -3,653 | 38,678 | 33,390 | 24.42% | -5,288 |
| MICROSOFT CORP(MSFT) | 80,256 | 67,256 | -13,000 | 27,330 | 21,236 | 15.53% | -6,094 |