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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
ANET |
Arista Networks, Inc. |
5 |
- |
$328.50 |
$496,244,000 |
1,711,304 |
6.78% |
124,963,000 |
134,805 |
0.556 |
Diversified Computer ... |
|
|
FB |
Meta Platforms Inc |
7 |
- |
$504.16 |
$321,754,000 |
662,617 |
4.4% |
319,957,000 |
657,540 |
0.028 |
Internet Service Prov... |
|
|
AMD |
Advanced Micro Devices Inc |
10 |
- |
$159.63 |
$261,535,000 |
1,449,030 |
3.57% |
261,437,000 |
1,448,366 |
0.12 |
Semiconductor- Broad... |
|
|
FISV |
Fiserv Inc |
11 |
- |
$148.94 |
$207,348,000 |
1,297,387 |
2.83% |
38,405,000 |
25,608 |
0.194 |
Business Software & S... |
|
|
UBER |
Uber Technologies, Inc |
13 |
- |
$70.06 |
$169,806,000 |
2,205,553 |
2.32% |
169,760,000 |
2,204,805 |
0.125 |
N/A |
|
|
FTNT |
Fortinet Inc |
17 |
- |
$60.78 |
$149,810,000 |
2,193,084 |
2.05% |
51,019,000 |
505,207 |
0.278 |
Computer Peripherals |
|
|
ENTG |
Entegris Inc |
20 |
- |
$133.90 |
$138,916,000 |
988,446 |
1.9% |
43,025,000 |
188,150 |
0.616 |
Semiconductor Equipme... |
|
|
DT |
Dynatrace, Inc. |
27 |
- |
$0.00 |
$28,033,000 |
603,635 |
0.38% |
28,005,000 |
603,130 |
0.196 |
N/A |
|
|
EVVTY |
Evolution Adr |
32 |
- |
$0.00 |
$7,970,000 |
64,000 |
0.11% |
427,000 |
829 |
0.071 |
N/A |
|
|
ULTA |
Ulta Salon Cosmetics & Frag... |
33 |
- |
$390.82 |
$7,175,000 |
13,723 |
0.1% |
7,161,000 |
13,694 |
0.024 |
Personal Services |
|
|
ORCL |
Oracle Corp |
39 |
- |
$138.13 |
$1,646,000 |
13,103 |
0.02% |
1,600,000 |
12,665 |
0 |
Application Software |
|
|
ABT |
Abbott Laboratories |
40 |
- |
$103.68 |
$973,000 |
8,561 |
0.01% |
577,000 |
4,961 |
0 |
Drug Manufacturers - ... |
|
|
APO |
Apollo Global Management LLC |
42 |
- |
$115.87 |
$708,000 |
6,294 |
0.01% |
677,000 |
5,960 |
0.001 |
Diversified Investments |
|
|
NFLX |
Netflix Inc |
46 |
- |
$669.38 |
$132,000 |
218 |
0% |
50,000 |
50 |
0 |
Music & Video Stores |
|
|
AVGO |
Broadcom Limited |
47 |
- |
$1,735.04 |
$111,000 |
84 |
0% |
47,000 |
27 |
0 |
Semiconductor- Broad... |
|
|
ABNB |
Airbnb, Inc. |
57 |
- |
$145.97 |
$80,000 |
486 |
0% |
58,000 |
328 |
0 |
N/A |
|
|
LLY |
Eli Lilly & Co |
60 |
- |
$878.45 |
$79,000 |
101 |
0% |
32,000 |
20 |
0 |
Drug Manufacturers - ... |
|
|
NVO |
Novo Nordisk A/S (ADR) |
59 |
- |
$142.50 |
$79,000 |
618 |
0% |
32,000 |
166 |
0 |
Drug Manufacturers - ... |
|
|
SYK |
Stryker Corp |
64 |
- |
$344.98 |
$62,000 |
172 |
0% |
28,000 |
60 |
0 |
Medical Instruments &... |
|
|
AMAT |
Applied Materials Inc |
67 |
- |
$237.03 |
$58,000 |
282 |
0% |
21,000 |
53 |
0 |
Semiconductor Equipme... |
|
|
ZTS |
Zoetis Inc. |
69 |
- |
$170.55 |
$56,000 |
329 |
0% |
0 |
47 |
0 |
Drugs - Generic |
|
|
TOELY |
Tokyo Electron Ltd |
70 |
- |
$111.11 |
$55,000 |
426 |
0% |
27,000 |
110 |
0 |
Semiconductor Equipme... |
|
|
AJG |
Arthur J Gallagher & Co |
73 |
- |
$258.24 |
$52,000 |
206 |
0% |
15,000 |
41 |
0 |
Insurance Brokers |
|
|
LRCX |
Lam Research Corp |
80 |
- |
$1,035.98 |
$43,000 |
44 |
0% |
15,000 |
8 |
0 |
Semiconductor Equipme... |
|
|
VEEV |
Veeva Systems Inc |
81 |
- |
$184.70 |
$43,000 |
184 |
0% |
14,000 |
32 |
0 |
Healthcare Informatio... |
|
|
KLAC |
KLA-Tencor Corp |
79 |
- |
$824.84 |
$43,000 |
61 |
0% |
15,000 |
12 |
0 |
Semiconductor Equipme... |
|
|
IDXX |
Idexx Laboratories Inc |
84 |
- |
$504.00 |
$37,000 |
68 |
0% |
4,000 |
8 |
0 |
Diagnostic Substances |
|
|
PLTR |
Palantir Technologies Inc |
85 |
- |
$23.57 |
$35,000 |
1,537 |
0% |
17,000 |
500 |
0 |
N/A |
|
|
BRO |
Brown & Brown Inc |
95 |
- |
$90.08 |
$26,000 |
299 |
0% |
12,000 |
103 |
0 |
Insurance Brokers |
|
|
ZS |
Zscaler Inc |
97 |
- |
$184.22 |
$24,000 |
127 |
0% |
6,000 |
44 |
0 |
N/A |
|
|
AZN |
AstraZeneca Plc (ADR) |
100 |
- |
$79.59 |
$22,000 |
326 |
0% |
7,000 |
103 |
0 |
Drug Manufacturers - ... |
|
|
HLT |
Hilton Worldwide Holdings Inc. |
109 |
- |
$210.32 |
$16,000 |
77 |
0% |
7,000 |
25 |
0 |
Lodging |
|
|
COO |
Cooper Companies Inc |
111 |
- |
$93.47 |
$11,000 |
104 |
0% |
1,000 |
78 |
0 |
Medical Instruments &... |
|
