|
INTU
|
US |
INTUIT INC |
447,163 |
$281M |
14.73% |
241.6%
|
- |
|
PTC
|
US |
PTC INC |
1,514,569 |
$278M |
14.60% |
6.0%
|
- |
|
WDAY
|
US |
WORKDAY INC-CLASS A |
761,296 |
$196M |
10.30% |
81.5%
|
- |
|
CRM
|
US |
SALESFORCE INC |
531,079 |
$178M |
9.31% |
-50.5%
|
- |
|
UBER
|
US |
UBER TECHNOLOGIES INC |
2,376,906 |
$143M |
7.52% |
382.2%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
609,762 |
$134M |
7.01% |
-6.5%
|
- |
|
VMC
|
US |
VULCAN MATERIALS CO |
308,002 |
$79M |
4.15% |
100.0%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
155,201 |
$65M |
3.43% |
76.7%
|
- |
|
SPOT
|
US |
SPOTIFY TECHNOLOGY SA |
141,501 |
$63M |
3.32% |
59.1%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
306,086 |
$58M |
3.04% |
34.6%
|
- |
|
TMUS
|
US |
T-MOBILE US INC |
260,275 |
$57M |
3.01% |
-30.7%
|
- |
|
DASH
|
US |
DOORDASH INC - A |
310,007 |
$52M |
2.73% |
9.6%
|
- |
|
DKNG
|
US |
DRAFTKINGS INC-CL A |
1,323,130 |
$49M |
2.58% |
100.0%
|
- |
|
LYV
|
US |
LIVE NATION ENTERTAINMENT IN |
333,133 |
$43M |
2.26% |
-19.7%
|
- |
|
BKNG
|
US |
BOOKING HOLDINGS INC |
7,693 |
$38M |
2.00% |
-43.3%
|
- |
|
CMG
|
US |
CHIPOTLE MEXICAN GRILL INC |
622,123 |
$38M |
1.97% |
100.0%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
48,577 |
$28M |
1.49% |
-28.3%
|
- |
|
WMS
|
US |
ADVANCED DRAINAGE SYSTEMS IN |
243,748 |
$28M |
1.48% |
-3.9%
|
- |
|
ASML
|
US |
ASML HOLDING NV-NY REG SHS |
38,501 |
$27M |
1.40% |
15.7%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
127,211 |
$25M |
1.32% |
100.0%
|
- |