|
TKO
|
US |
TKO GROUP HOLDINGS INC |
2,628,224 |
$373M |
14.76% |
425.6%
|
- |
|
PCOR
|
US |
PROCORE TECHNOLOGIES INC |
3,250,000 |
$244M |
9.63% |
32078.2%
|
Call |
|
PCOR
|
US |
PROCORE TECHNOLOGIES INC |
2,577,279 |
$193M |
7.63% |
32078.2%
|
- |
|
GE
|
US |
GENERAL ELECTRIC |
1,116,357 |
$186M |
7.36% |
8.0%
|
- |
|
TRU
|
US |
TRANSUNION |
1,907,775 |
$177M |
6.99% |
2.9%
|
- |
|
TOST
|
US |
TOAST INC-CLASS A |
4,630,231 |
$169M |
6.67% |
-3.3%
|
- |
|
VMC
|
US |
VULCAN MATERIALS CO |
608,386 |
$156M |
6.19% |
-15.2%
|
- |
|
CRM
|
US |
SALESFORCE INC |
448,389 |
$150M |
5.93% |
-13.4%
|
- |
|
SHW
|
US |
SHERWIN-WILLIAMS CO/THE |
381,852 |
$130M |
5.13% |
3.0%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
265,320 |
$112M |
4.42% |
100.0%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
526,266 |
$100M |
3.96% |
-37.8%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
413,373 |
$91M |
3.58% |
-36.8%
|
- |
|
AMAT
|
US |
APPLIED MATERIALS INC |
496,408 |
$81M |
3.19% |
-41.9%
|
- |
|
JCI
|
US |
JOHNSON CONTROLS INTERNATION |
941,676 |
$74M |
2.94% |
100.0%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
518,674 |
$70M |
2.75% |
-0.6%
|
- |
|
FND
|
US |
FLOOR & DECOR HOLDINGS INC-A |
613,738 |
$61M |
2.42% |
-50.4%
|
- |
|
KKR
|
US |
KKR & CO INC |
258,936 |
$38M |
1.51% |
-
|
- |
|
EDR
|
US |
ENDEAVOR GROUP HOLD-CLASS A |
1,109,241 |
$35M |
1.37% |
-
|
- |
|
AMD
|
US |
ADVANCED MICRO DEVICES |
210,652 |
$25M |
1.01% |
-22.5%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
115,669 |
$23M |
0.90% |
100.0%
|
- |