Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| BOSTON SCIENTIFIC CORP(BSX) | 0 | 2,649,969 | +2,649,969 | 0 | 267,329 | 13.21% | +267,329 |
| NETFLIX INC(NFLX) | 0 | 169,777 | +169,777 | 0 | 158,322 | 7.82% | +158,322 |
| UNITEDHEALTH GROUP INC(UNH) | 0 | 271,740 | +271,740 | 0 | 142,324 | 7.03% | +142,324 |
| LPL FINL HLDGS INC(LPLA) | 709,270 | 906,442 | +197,172 | 231,584 | 296,533 | 14.65% | +64,950 |
| SERVICENOW INC(NOW) | 0 | 80,938 | +80,938 | 0 | 64,438 | 3.18% | +64,438 |
| CARPENTER TECHNOLOGY CORP(CRS) | 1,442,069 | 1,612,000 | +169,931 | 244,734 | 292,062 | 14.43% | +47,329 |
| BLACKSTONE INC(BX) | 961,828 | 1,353,240 | +391,412 | 165,838 | 189,156 | 9.35% | +23,318 |
| HILTON WORLDWIDE HLDGS INC(HLT) | 443,000 | 481,651 | +38,651 | 109,492 | 109,600 | 5.41% | +108 |
| GUIDEWIRE SOFTWARE INC(GWRE) | 810,942 | 677,459 | -133,483 | 136,709 | 126,929 | 6.27% | -9,780 |
| NU HLDGS LTD(NU) | 7,151,552 | 5,701,787 | -1,449,765 | 74,090 | 58,386 | 2.88% | -15,704 |
| META PLATFORMS INC(META) | 273,047 | 210,047 | -63,000 | 159,872 | 121,063 | 5.98% | -38,809 |
| MCKESSON CORP(MCK) | 508,881 | 294,137 | -214,744 | 290,016 | 197,951 | 9.78% | -92,065 |
| NVIDIA CORPORATION(NVDA) | 1,040,120 | 0 | -1,040,120 | 139,678 | 0 | — | -139,678 |
| GE HEALTHCARE TECHNOLOGIES I(GEHC) | 2,241,000 | 0 | -2,241,000 | 175,201 | 0 | — | -175,201 |