Holdings
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| # | Company | % of Portfolio | Activity | Market Value | Shares | Change | Sector |
|---|---|---|---|---|---|---|---|
| 1 |  CART MAPLEBEAR INC | 7.52% | - | $845M | 22,558,255 | - | Transportation |
| 2 |  MELI MERCADOLIBRE INC | 5.75% | Increased | $646M | 373,675 | +149,194 | Retail Trade |
| 3 |  JHX JAMES HARDIE INDS PLC | 4.77% | Increased | $536M | 28,300,283 | +3,897,570 | Non-Energy Minerals |
| 4 |  DHR DANAHER CORP DEL | 3.89% | Increased | $437M | 2,304,148 | +1,744,421 | Healthcare |
| 5 |  FLS FLOWSERVE CORP | 3.84% | Reduced | $432M | 5,874,441 | -1,783,161 | Producer Manufacturing |
| 6 |  USFD US FOODS HLDG CORP | 3.52% | - | $395M | 4,283,474 | - | Distribution Services |
| 7 |  CLH CLEAN HARBORS INC | 3.42% | Reduced | $384M | 1,338,281 | -1,443,601 | Industrial Services |
| 8 |  AMZN AMAZON COM INC | 3.35% | Increased | $376M | 1,807,523 | +467,000 | Consumer Cyclical |
| 9 |  NU NU HLDGS LTD | 3.31% | New | $372M | 25,890,701 | +25,890,701 | Finance |
| 10 |  TMO THERMO FISHER SCIENTIFIC INC | 3.17% | New | $356M | 725,005 | +725,005 | Healthcare |
Portfolio Changes
Buy Positions
New Buy
- NUNU HLDGS LTD
Current 3.31%
+25,890,701Shares
- TMOTHERMO FISHER SCIENTIFIC INC
Current 3.17%
+725,005Shares
- SGISOMNIGROUP INTERNATIONAL INC
Current 3.09%
+4,688,423Shares
- CPNGCOUPANG INC
Current 1.95%
+11,611,741Shares
- DASHDOORDASH INC
Current 1.92%
+1,437,500Shares
Additional Buy
- MELIMERCADOLIBRE INC
+66.46%
+149,194Shares
- JHXJAMES HARDIE INDS PLC
+15.97%
+3,897,570Shares
- DHRDANAHER CORP DEL
+311.66%
+1,744,421Shares
- AMZNAMAZON COM INC
+34.84%
+467,000Shares
- TXNTEXAS INSTRS INC
+260.83%
+1,267,183Shares
Sell Positions
Full Exit
- METAMETA PLATFORMS INC
Full Exit
0Shares
- ENTGENTEGRIS INC
Full Exit
0Shares
- LINLINDE PLC
Full Exit
0Shares
- SATSECHOSTAR CORP
Full Exit
0Shares
- SNPSSYNOPSYS INC
Full Exit
0Shares
Partial Exit
- FLSFLOWSERVE CORP
-23.29%
-1,783,161Shares
- CLHCLEAN HARBORS INC
-51.89%
-1,443,601Shares
- KNXKNIGHT-SWIFT TRANSN HLDGS IN
-28.85%
-2,226,736Shares
- XPOXPO INC
-36.73%
-747,412Shares
- SCHWSCHWAB CHARLES CORP
-25.28%
-797,400Shares
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