|
META
|
US |
META PLATFORMS INC-CLASS A |
438,062 |
$256M |
7.03% |
14.1%
|
- |
|
CRM
|
US |
SALESFORCE INC |
564,950 |
$189M |
5.18% |
-19.3%
|
- |
|
HSIC
|
US |
HENRY SCHEIN INC |
2,644,336 |
$183M |
5.01% |
100.0%
|
- |
|
FLUT
|
US |
FLUTTER ENTERTAINMENT PLC-DI |
670,695 |
$173M |
4.75% |
-22.9%
|
- |
|
SN
|
US |
SHARKNINJA INC |
1,780,785 |
$173M |
4.75% |
83.4%
|
- |
|
INTU
|
US |
INTUIT INC |
271,440 |
$171M |
4.67% |
0.4%
|
- |
|
PTC
|
US |
PTC INC |
914,948 |
$168M |
4.61% |
17.0%
|
- |
|
PFGC
|
US |
PERFORMANCE FOOD GROUP CO |
1,983,377 |
$168M |
4.60% |
6.6%
|
- |
|
CVNA
|
US |
CARVANA CO |
807,016 |
$164M |
4.50% |
15.5%
|
- |
|
COF
|
US |
CAPITAL ONE FINANCIAL CORP |
901,359 |
$161M |
4.40% |
12.3%
|
- |
|
PGR
|
US |
PROGRESSIVE CORP |
598,554 |
$143M |
3.93% |
3397.7%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
752,488 |
$142M |
3.90% |
17.8%
|
- |
|
CRH
|
US |
CRH PLC |
1,460,956 |
$135M |
3.70% |
15.5%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
298,553 |
$126M |
3.45% |
-3.7%
|
- |
|
APO
|
US |
APOLLO GLOBAL MANAGEMENT INC |
712,457 |
$118M |
3.22% |
100.0%
|
- |
|
UAL
|
US |
UNITED AIRLINES HOLDINGS INC |
1,154,997 |
$112M |
3.07% |
41.4%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
343,053 |
$108M |
2.97% |
-25.0%
|
- |
|
LPLA
|
US |
LPL FINANCIAL HOLDINGS INC |
328,286 |
$107M |
2.94% |
100.0%
|
- |
|
HLT
|
US |
HILTON WORLDWIDE HOLDINGS IN |
404,413 |
$100M |
2.74% |
-
|
- |
|
LYV
|
US |
LIVE NATION ENTERTAINMENT IN |
707,731 |
$92M |
2.51% |
-11.2%
|
- |