|
AMZN
|
US |
AMAZON.COM INC |
825,203 |
$181M |
11.27% |
6.1%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
1,010,010 |
$136M |
8.45% |
-
|
- |
|
CYBR
|
US |
CYBERARK SOFTWARE LTD/ISRAEL |
306,942 |
$102M |
6.37% |
-
|
- |
|
AS
|
US |
AMER SPORTS INC |
3,449,753 |
$96M |
6.01% |
100.0%
|
- |
|
UAL
|
US |
UNITED AIRLINES HOLDINGS INC |
989,900 |
$96M |
5.99% |
81.8%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
478,284 |
$94M |
5.88% |
22.3%
|
- |
|
WDC
|
US |
WESTERN DIGITAL CORP |
1,424,200 |
$85M |
5.29% |
24.1%
|
- |
|
GEV
|
US |
GE VERNOVA INC |
254,194 |
$84M |
5.21% |
-2.5%
|
- |
|
RDDT
|
US |
REDDIT INC-CL A |
509,483 |
$83M |
5.19% |
-6.7%
|
- |
|
CRS
|
US |
CARPENTER TECHNOLOGY |
465,295 |
$79M |
4.92% |
9.8%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
117,397 |
$49M |
3.08% |
-
|
- |
|
WIX
|
US |
WIX.COM LTD |
223,626 |
$48M |
2.99% |
-39.7%
|
- |
|
VST
|
US |
VISTRA CORP |
326,100 |
$45M |
2.80% |
-
|
- |
|
NU
|
US |
NU HOLDINGS LTD/CAYMAN ISL-A |
4,284,063 |
$44M |
2.76% |
3.0%
|
- |
|
WWD
|
US |
WOODWARD INC |
262,298 |
$44M |
2.72% |
-6.4%
|
- |
|
LITE
|
US |
LUMENTUM HOLDINGS INC |
491,500 |
$41M |
2.57% |
100.0%
|
- |
|
TPX
|
US |
TEMPUR SEALY INTERNATIONAL I |
700,907 |
$40M |
2.47% |
-10.3%
|
- |
|
MDB
|
US |
MONGODB INC |
170,200 |
$40M |
2.47% |
-4.1%
|
- |
|
CVNA
|
US |
CARVANA CO |
191,385 |
$39M |
2.42% |
-25.2%
|
- |
|
OKTA
|
US |
OKTA INC |
399,555 |
$31M |
1.96% |
-20.0%
|
- |