|
META
|
US |
META PLATFORMS INC-CLASS A |
36,801 |
$22M |
13.22% |
-21.0%
|
- |
|
VRT
|
US |
VERTIV HOLDINGS CO-A |
142,225 |
$16M |
9.91% |
-4.2%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
68,775 |
$13M |
7.99% |
-
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
53,870 |
$12M |
7.25% |
-4.9%
|
- |
|
MA
|
US |
MASTERCARD INC - A |
20,409 |
$11M |
6.59% |
-1.3%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
46,910 |
$9M |
5.48% |
-5.0%
|
- |
|
TDG
|
US |
TRANSDIGM GROUP INC |
6,920 |
$9M |
5.38% |
-16.6%
|
- |
|
BSX
|
US |
BOSTON SCIENTIFIC CORP |
85,100 |
$8M |
4.66% |
-7.0%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
27,298 |
$7M |
4.01% |
-4.4%
|
- |
|
GS
|
US |
GOLDMAN SACHS GROUP INC |
10,995 |
$6M |
3.86% |
-4.5%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
13,705 |
$6M |
3.54% |
-
|
- |
|
MAR
|
US |
MARRIOTT INTERNATIONAL -CL A |
20,575 |
$6M |
3.52% |
-2.4%
|
- |
|
LULU
|
US |
LULULEMON ATHLETICA INC |
12,830 |
$5M |
3.01% |
3.2%
|
- |
|
216648402
|
- |
COOPER COS INC |
52,630 |
$5M |
2.97% |
-2.9%
|
- |
|
PG
|
US |
PROCTER & GAMBLE CO/THE |
25,375 |
$4M |
2.61% |
3.5%
|
- |
|
DKNG1USD
|
X9 |
DRAFTKINGS HOLDINGS INC |
105,935 |
$4M |
2.42% |
-
|
- |
|
IDXX
|
US |
IDEXX LABORATORIES INC |
9,005 |
$4M |
2.28% |
-
|
- |
|
EL
|
US |
ESTEE LAUDER COMPANIES-CL A |
45,488 |
$3M |
2.09% |
-0.1%
|
- |
|
HD
|
US |
HOME DEPOT INC |
8,397 |
$3M |
2.00% |
-
|
- |
|
RRR
|
US |
RED ROCK RESORTS INC-CLASS A |
66,100 |
$3M |
1.88% |
22.0%
|
- |