|
V
|
US |
VISA INC-CLASS A SHARES |
521,074 |
$165M |
10.04% |
-1.2%
|
- |
|
FND
|
US |
FLOOR & DECOR HOLDINGS INC-A |
1,587,590 |
$158M |
9.65% |
7.6%
|
- |
|
LOW
|
US |
LOWE'S COS INC |
502,276 |
$124M |
7.56% |
-7.7%
|
- |
|
CRH
|
US |
CRH PLC |
1,166,816 |
$108M |
6.58% |
30.2%
|
- |
|
PLNT
|
US |
PLANET FITNESS INC - CL A |
1,069,283 |
$106M |
6.45% |
-17.3%
|
- |
|
CMG
|
US |
CHIPOTLE MEXICAN GRILL INC |
1,710,250 |
$103M |
6.29% |
0.9%
|
- |
|
ADBE
|
US |
ADOBE INC |
206,847 |
$92M |
5.61% |
28.9%
|
- |
|
ABNB
|
US |
AIRBNB INC-CLASS A |
553,703 |
$73M |
4.44% |
-29.4%
|
- |
|
UBER
|
US |
UBER TECHNOLOGIES INC |
1,134,980 |
$68M |
4.17% |
100.0%
|
- |
|
MA
|
US |
MASTERCARD INC - A |
127,979 |
$67M |
4.11% |
-36.1%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
340,910 |
$65M |
3.96% |
-0.5%
|
- |
|
ICLR
|
US |
ICON PLC |
297,638 |
$62M |
3.81% |
71.8%
|
- |
|
CPNG
|
US |
COUPANG INC |
2,768,663 |
$61M |
3.71% |
0.1%
|
- |
|
HDB
|
US |
HDFC BANK LTD-ADR |
952,645 |
$61M |
3.71% |
-33.2%
|
- |
|
KLAC
|
US |
KLA CORP |
94,113 |
$59M |
3.62% |
56.3%
|
- |
|
ASML
|
US |
ASML HOLDING NV-NY REG SHS |
81,455 |
$56M |
3.44% |
-0.5%
|
- |
|
EQT
|
US |
EQT CORP |
1,098,617 |
$51M |
3.09% |
100.0%
|
- |
|
AZPN
|
US |
ASPEN TECHNOLOGY INC |
181,899 |
$45M |
2.77% |
-6.2%
|
- |
|
EXE
|
US |
EXPAND ENERGY CORP |
347,105 |
$35M |
2.11% |
100.0%
|
- |
|
IDXX
|
US |
IDEXX LABORATORIES INC |
69,110 |
$29M |
1.74% |
100.0%
|
- |