|
APP
|
US |
APPLOVIN CORP-CLASS A |
437,073 |
$142M |
6.47% |
100.0%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
475,001 |
$104M |
4.77% |
100.0%
|
- |
|
HOOD
|
US |
ROBINHOOD MARKETS INC - A |
2,269,004 |
$85M |
3.87% |
100.0%
|
- |
|
DRI
|
US |
DARDEN RESTAURANTS INC |
426,130 |
$80M |
3.64% |
373.5%
|
- |
|
AVGO
|
US |
BROADCOM INC |
312,157 |
$72M |
3.31% |
316.2%
|
- |
|
SE
|
US |
SEA LTD-ADR |
593,133 |
$63M |
2.88% |
16.3%
|
- |
|
EAT
|
US |
BRINKER INTERNATIONAL INC |
461,279 |
$61M |
2.79% |
100.0%
|
- |
|
WMT
|
US |
WALMART INC |
675,070 |
$61M |
2.79% |
100.0%
|
- |
|
SHAK
|
US |
SHAKE SHACK INC - CLASS A |
453,167 |
$59M |
2.69% |
-24.7%
|
- |
|
FLUT
|
US |
FLUTTER ENTERTAINMENT PLC-DI |
226,520 |
$59M |
2.68% |
-40.5%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
95,418 |
$56M |
2.55% |
-14.8%
|
- |
|
RH
|
US |
RH |
138,793 |
$55M |
2.50% |
32.8%
|
- |
|
CVNA
|
US |
CARVANA CO |
249,582 |
$51M |
2.32% |
5.6%
|
- |
|
VFC
|
US |
VF CORP |
2,288,642 |
$49M |
2.25% |
100.0%
|
- |
|
ULTA
|
US |
ULTA BEAUTY INC |
111,743 |
$49M |
2.22% |
100.0%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
353,997 |
$48M |
2.17% |
77.1%
|
- |
|
BIRK
|
US |
BIRKENSTOCK HOLDING PLC |
810,036 |
$46M |
2.10% |
5.6%
|
- |
|
DAL
|
US |
DELTA AIR LINES INC |
750,983 |
$45M |
2.08% |
100.0%
|
- |
|
TOST
|
US |
TOAST INC-CLASS A |
1,237,592 |
$45M |
2.06% |
13.3%
|
- |
|
SBUX
|
US |
STARBUCKS CORP |
476,712 |
$43M |
1.99% |
69.3%
|
- |