|
MCK
|
US |
MCKESSON CORP |
508,881 |
$290M |
14.94% |
-16.3%
|
- |
|
CRS
|
US |
CARPENTER TECHNOLOGY |
1,442,069 |
$245M |
12.61% |
117.6%
|
- |
|
LPLA
|
US |
LPL FINANCIAL HOLDINGS INC |
709,270 |
$232M |
11.93% |
-9.2%
|
- |
|
GEHC
|
US |
GE HEALTHCARE TECHNOLOGY |
2,241,000 |
$175M |
9.03% |
31.2%
|
- |
|
BX
|
US |
BLACKSTONE INC |
961,828 |
$166M |
8.55% |
20.1%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
273,047 |
$160M |
8.24% |
-17.7%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
250,000 |
$146M |
7.54% |
-17.7%
|
Call |
|
NVDA
|
US |
NVIDIA CORP |
1,040,120 |
$140M |
7.20% |
100.0%
|
- |
|
GWRE
|
US |
GUIDEWIRE SOFTWARE INC |
810,942 |
$137M |
7.04% |
18.0%
|
- |
|
HLT
|
US |
HILTON WORLDWIDE HOLDINGS IN |
443,000 |
$109M |
5.64% |
100.0%
|
- |
|
NU
|
US |
NU HOLDINGS LTD/CAYMAN ISL-A |
7,151,552 |
$74M |
3.82% |
2.1%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
500,000 |
$67M |
3.46% |
100.0%
|
Call |