| META Meta Platforms Inc. Class A | 16.52% | 7,465,139 | $4.4B | No change |
| MSFT Microsoft Corp. | 8.51% | 5,344,165 | $2.3B | No change |
| APO Apollo Global Management Inc. | 7.66% | 12,272,324 | $2.0B | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 7.38% | 10,308,800 | $2.0B | No change |
| SE Sea Ltd.-ADR | 6.43% | 16,041,335 | $1.7B | No change |
| AMZN Amazon.com Inc. | 5.32% | 6,415,488 | $1.4B | No change |
| NVDA Nvidia Corp. | 4.91% | 9,683,550 | $1.3B | No change |
| TTWO Take-Two Interactive Softwre | 4.06% | 5,839,256 | $1.1B | No change |
| LLY Eli Lilly & Co. | 3.82% | 1,309,960 | $1.0B | Add +35.1% |
| FLUT Flutter Entertainment PLC-Di | 3.30% | 3,377,392 | $872.9M | No change |
| TSM Taiwan Semiconductor-SP ADR | 2.71% | 3,634,980 | $717.9M | No change |
| NOW ServiceNow Inc. | 2.32% | 579,655 | $614.5M | No change |
| SPOT Spotify Technology SA | 2.13% | 1,261,461 | $564.4M | Add +49156.6% |
| WDAY Workday Inc. Class A | 1.83% | 1,880,237 | $485.2M | No change |
| GRAB Grab Holdings Ltd. Class A | 1.66% | 92,923,788 | $438.6M | No change |
| AVGO Broadcom Inc. | 1.62% | 1,845,500 | $427.9M | No change |
| CPAY Corpay Inc. | 1.60% | 1,247,577 | $422.2M | No change |
| DASH DoorDash Inc. Class A | 1.39% | 2,196,013 | $368.4M | No change |
| SHW The Sherwin-Williams Co. | 1.29% | 1,004,305 | $341.4M | Add +90.3% |
| RDDT Reddit Inc. Class A | 1.25% | 2,031,000 | $331.9M | Add +306.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.16% | 900,000 | $307.9M | No change |
| LRCX Lam Research Corp. | 1.08% | 3,957,700 | $285.9M | Add +12.1% |
| QCOM Qualcomm Inc. | 1.08% | 1,857,700 | $285.4M | No change |
| ZS Zscaler Inc. | 0.99% | 1,450,000 | $261.6M | New |
| PDD PDD Holdings Inc. | 0.96% | 2,628,681 | $255.0M | New |
| FWONK Liberty Media Corp. Class C | 0.94% | 2,682,000 | $248.5M | Add +9.2% |
| CSGP Costar Group Inc. | 0.88% | 3,245,109 | $232.3M | New |
| UNH Unitedhealth Group Inc. | 0.84% | 438,800 | $222.0M | Reduce -81.5% |
| CPNG Coupang Inc. | 0.67% | 8,120,013 | $178.5M | Add +307.2% |
| PCOR Procore Technologies Inc. | 0.66% | 2,339,500 | $175.3M | No change |
| ESTC Elastic NV | 0.63% | 1,690,700 | $167.5M | No change |
| UBER Uber Technologies Inc. | 0.59% | 2,597,878 | $156.7M | No change |
| AMAT Applied Materials Inc. | 0.55% | 895,200 | $145.6M | No change |
| DDOG Datadog Inc. Class A | 0.53% | 979,400 | $139.9M | No change |
| TTAN Servicetitan Inc. Class A | 0.51% | 1,301,398 | $133.9M | New |
| NVO Novo-Nordisk A/S-Spons ADR | 0.41% | 1,269,000 | $109.2M | No change |
| TEAM Atlassian Corp. Class A | 0.37% | 400,545 | $97.5M | No change |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.35% | 8,878,859 | $92.0M | Reduce -51.8% |
| VEEV Veeva Systems Inc. Class A | 0.30% | 378,000 | $79.5M | New |
| OKLO Oklo Inc. | 0.25% | 3,056,992 | $64.9M | No change |
| ARM Arm Holdings PLC-ADR | 0.14% | 300,000 | $37.0M | No change |
| RERE Atrenew Inc. | 0.13% | 11,481,218 | $33.1M | No change |
| ZKH ZKH Group Ltd. | 0.11% | 8,195,453 | $28.8M | No change |
| RBRK Rubrik Inc. Class A | 0.06% | 250,000 | $16.3M | No change |
| JD Jd.com Inc.-ADR | 0.05% | 344,309 | $11.9M | No change |
| PONY Pony AI Inc. | 0.02% | 370,000 | $5.3M | New |
| SARO Standardaero Inc. | 0.01% | 160,000 | $4.0M | New |
| KVYO Klaviyo Inc. Class A | 0.01% | 35,000 | $1.4M | No change |
| DDL Dingdong Cayman Ltd. -SPN ADR | 0.00% | 118,539 | $389K | No change |