|
SYF
|
US |
SYNCHRONY FINANCIAL |
4,000,000 |
$260M |
6.10% |
-13.0%
|
- |
|
COF
|
US |
CAPITAL ONE FINANCIAL CORP |
1,300,000 |
$232M |
5.44% |
85.7%
|
- |
|
WTW
|
US |
WILLIS TOWERS WATSON PLC |
700,000 |
$219M |
5.14% |
-
|
- |
|
LPLA
|
US |
LPL FINANCIAL HOLDINGS INC |
600,000 |
$196M |
4.60% |
-20.0%
|
- |
|
PGR
|
US |
PROGRESSIVE CORP |
800,000 |
$192M |
4.50% |
-20.0%
|
- |
|
HUM
|
US |
HUMANA INC |
750,000 |
$190M |
4.46% |
100.0%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
450,000 |
$190M |
4.45% |
-10.0%
|
- |
|
HSIC
|
US |
HENRY SCHEIN INC |
2,600,000 |
$180M |
4.22% |
-
|
- |
|
ADBE
|
US |
ADOBE INC |
325,000 |
$145M |
3.39% |
100.0%
|
- |
|
CEG
|
US |
CONSTELLATION ENERGY |
600,000 |
$134M |
3.15% |
-
|
- |
|
TPR
|
US |
TAPESTRY INC |
2,000,000 |
$131M |
3.07% |
100.0%
|
- |
|
HOOD
|
US |
ROBINHOOD MARKETS INC - A |
3,500,000 |
$130M |
3.06% |
100.0%
|
- |
|
LW
|
US |
LAMB WESTON HOLDINGS INC |
1,902,243 |
$127M |
2.98% |
-4.9%
|
- |
|
W
|
US |
WAYFAIR INC- CLASS A |
2,800,000 |
$124M |
2.91% |
100.0%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
625,000 |
$123M |
2.90% |
100.0%
|
- |
|
UBER
|
US |
UBER TECHNOLOGIES INC |
2,000,000 |
$121M |
2.83% |
-33.3%
|
- |
|
KSPI
|
US |
JSC KASPI.KZ ADR |
1,250,000 |
$118M |
2.78% |
8.7%
|
- |
|
PINS
|
US |
PINTEREST INC- CLASS A |
4,000,000 |
$116M |
2.72% |
5.3%
|
- |
|
CME
|
US |
CME GROUP INC |
500,000 |
$116M |
2.72% |
100.0%
|
- |
|
UHAL/B
|
US |
U-HAUL HOLDING CO-NON VOTING |
1,800,000 |
$115M |
2.70% |
7.8%
|
- |