|
AX
|
US |
AXOS FINANCIAL INC |
426,031 |
$30M |
12.46% |
-3.1%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
81,629 |
$11M |
4.59% |
21.9%
|
- |
|
AVGO
|
US |
BROADCOM INC |
41,584 |
$10M |
4.04% |
-21.4%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
41,629 |
$9M |
3.82% |
-0.6%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
46,082 |
$9M |
3.65% |
-0.7%
|
- |
|
AAPL
|
US |
APPLE INC |
32,682 |
$8M |
3.43% |
34.7%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
33,976 |
$7M |
2.81% |
45.1%
|
- |
|
040413205
|
- |
ARISTA NETWORKS INC |
56,959 |
$6M |
2.64% |
100.0%
|
- |
|
ZBRA
|
US |
ZEBRA TECHNOLOGIES CORP-CL A |
15,327 |
$6M |
2.48% |
-0.5%
|
- |
|
PODD
|
US |
INSULET CORP |
20,234 |
$5M |
2.21% |
83.7%
|
- |
|
KNSL
|
US |
KINSALE CAPITAL GROUP INC |
9,775 |
$5M |
1.90% |
107.8%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
10,692 |
$5M |
1.89% |
-0.6%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
7,493 |
$4M |
1.84% |
-0.7%
|
- |
|
FTNT
|
US |
FORTINET INC |
46,330 |
$4M |
1.83% |
34.8%
|
- |
|
SFM
|
US |
SPROUTS FARMERS MARKET INC |
33,995 |
$4M |
1.81% |
-17.4%
|
- |
|
LNTH
|
US |
LANTHEUS HOLDINGS INC |
44,658 |
$4M |
1.67% |
-0.3%
|
- |
|
TXRH
|
US |
TEXAS ROADHOUSE INC |
21,859 |
$4M |
1.65% |
-0.5%
|
- |
|
CASY
|
US |
CASEY'S GENERAL STORES INC |
9,901 |
$4M |
1.64% |
-0.6%
|
- |
|
KEX
|
US |
KIRBY CORP |
35,663 |
$4M |
1.58% |
-3.4%
|
- |
|
PCTY
|
US |
PAYLOCITY HOLDING CORP |
18,567 |
$4M |
1.55% |
59.2%
|
- |