|
ICE
|
US |
INTERCONTINENTAL EXCHANGE IN |
138,686 |
$21M |
10.62% |
-21.3%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
98,784 |
$19M |
9.66% |
-16.9%
|
- |
|
ELV
|
US |
ELEVANCE HEALTH INC |
48,998 |
$18M |
9.29% |
26.0%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
25,932 |
$15M |
7.80% |
-5.6%
|
- |
|
UNH
|
US |
UNITEDHEALTH GROUP INC |
25,230 |
$13M |
6.56% |
-1.5%
|
- |
|
CACC
|
US |
CREDIT ACCEPTANCE CORP |
26,016 |
$12M |
6.27% |
-5.4%
|
- |
|
SCHW
|
US |
SCHWAB (CHARLES) CORP |
134,294 |
$10M |
5.11% |
-6.1%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
49,992 |
$9M |
4.86% |
-6.8%
|
- |
|
ICLR
|
US |
ICON PLC |
43,925 |
$9M |
4.73% |
100.0%
|
- |
|
NFLX
|
US |
NETFLIX INC |
8,087 |
$7M |
3.70% |
-
|
- |
|
LBRDK
|
US |
LIBERTY BROADBAND-C |
77,145 |
$6M |
2.96% |
-16.7%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
12,402 |
$6M |
2.89% |
-
|
- |
|
RYAAY
|
US |
RYANAIR HOLDINGS PLC-SP ADR |
71,375 |
$3M |
1.60% |
-
|
- |
|
TJX
|
US |
TJX COMPANIES INC |
25,501 |
$3M |
1.58% |
-15.7%
|
- |
|
BIP
|
US |
BROOKFIELD INFRASTRUCTURE PA |
96,019 |
$3M |
1.57% |
-
|
- |
|
040413205
|
- |
ARISTA NETWORKS INC |
24,228 |
$3M |
1.38% |
100.0%
|
- |
|
MA
|
US |
MASTERCARD INC - A |
4,231 |
$2M |
1.14% |
-27.1%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
10,988 |
$2M |
1.11% |
-72.9%
|
- |
|
BUR
|
US |
BURFORD CAPITAL LTD |
135,000 |
$2M |
0.88% |
-
|
- |
|
HG
|
US |
HAMILTON INSURANCE GROU-CL B |
87,959 |
$2M |
0.86% |
-
|
- |