| META Meta Platforms Inc. Class A | 18.23% | 7,465,139 | $4.3B | No change |
| MSFT Microsoft Corp. | 9.81% | 5,344,165 | $2.3B | No change |
| GOOGL Alphabet Inc. Class A | 7.29% | 10,308,800 | $1.7B | No change |
| APO Apollo Global Management Inc. | 6.55% | 12,285,193 | $1.5B | No change |
| SE Sea Ltd.-ADR | 6.45% | 16,041,335 | $1.5B | No change |
| UNH Unitedhealth Group Inc. | 5.90% | 2,365,400 | $1.4B | Add +0.8% |
| AMZN Amazon.com Inc. | 5.10% | 6,415,488 | $1.2B | Add +1.5% |
| NVDA Nvidia Corp. | 5.02% | 9,683,550 | $1.2B | No change |
| TTWO Take-Two Interactive Softwre | 3.83% | 5,839,256 | $897.6M | Add +3.5% |
| LLY Eli Lilly & Co. | 3.67% | 969,800 | $859.2M | Add +4.3% |
| FLUT Flutter Entertainment PLC-Di | 3.42% | 3,377,392 | $801.4M | New |
| TSM Taiwan Semiconductor-SP ADR | 2.69% | 3,634,980 | $631.3M | Add +18.4% |
| NOW ServiceNow Inc. | 2.21% | 579,655 | $518.4M | No change |
| WDAY Workday Inc. Class A | 1.96% | 1,880,237 | $459.5M | No change |
| CPAY Corpay Inc. | 1.66% | 1,247,577 | $390.2M | Add +19.2% |
| GRAB Grab Holdings Ltd. Class A | 1.51% | 92,923,788 | $353.1M | No change |
| AVGO Broadcom Inc. | 1.36% | 1,845,500 | $318.3M | Add +1.2% |
| QCOM Qualcomm Inc. | 1.35% | 1,857,700 | $315.9M | No change |
| DASH DoorDash Inc. Class A | 1.34% | 2,196,013 | $313.4M | No change |
| LRCX Lam Research Corp. | 1.23% | 353,183 | $288.2M | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 1.08% | 900,000 | $252.4M | No change |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 1.07% | 18,433,113 | $251.6M | No change |
| SHW The Sherwin-Williams Co. | 0.86% | 527,805 | $201.4M | New |
| UBER Uber Technologies Inc. | 0.83% | 2,597,878 | $195.3M | Reduce -13.6% |
| FWONK Liberty Media Corp. Class C | 0.81% | 2,457,000 | $190.2M | Add +3.9% |
| AMAT Applied Materials Inc. | 0.77% | 895,200 | $180.9M | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.64% | 1,269,000 | $151.1M | No change |
| PCOR Procore Technologies Inc. | 0.62% | 2,339,500 | $144.4M | No change |
| ESTC Elastic NV | 0.55% | 1,690,700 | $129.8M | No change |
| DDOG Datadog Inc. Class A | 0.48% | 979,400 | $112.7M | No change |
| GTM Zoominfo Technologies Inc. | 0.41% | 9,359,311 | $96.6M | No change |
| TEAM Atlassian Corp. Class A | 0.27% | 400,545 | $63.6M | No change |
| CPNG Coupang Inc. | 0.21% | 1,994,058 | $49.0M | New |
| ARM Arm Holdings PLC-ADR | 0.18% | 300,000 | $42.9M | No change |
| RDDT Reddit Inc. Class A | 0.14% | 500,000 | $33.0M | No change |
| RERE Atrenew Inc. | 0.14% | 11,481,218 | $31.9M | No change |
| ZKH ZKH Group Ltd. | 0.13% | 8,195,453 | $30.2M | No change |
| OKLO Oklo Inc. | 0.11% | 3,056,992 | $24.7M | No change |
| JD Jd.com Inc.-ADR | 0.06% | 344,309 | $13.8M | Reduce -58.1% |
| RBRK Rubrik Inc. Class A | 0.03% | 250,000 | $8.0M | No change |
| TOST Toast Inc. Class A | 0.01% | 78,521 | $2.2M | No change |
| KVYO Klaviyo Inc. Class A | 0.01% | 35,000 | $1.2M | No change |
| SPOT Spotify Technology SA | 0.00% | 2,561 | $944K | No change |
| DDL Dingdong Cayman Ltd. -SPN ADR | 0.00% | 118,539 | $421K | No change |
| STNE Stoneco Ltd. Class A | 0.00% | 13,788 | $155K | Reduce -98.0% |