- Subscribe
- Premium
- C-Suite
- Insiders
- M&A
- Gurus
- Spinoffs
- Buybacks
- More
| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| WDAY | WORKDAY INC | 0.71% | 1,971,270 | $241,322,874 | 1,971,270 | New | $122.42 | 13F |
| BEKE | KE HLDGS INC | 0.38% | 8,877,643 | $128,992,153 | 8,877,643 | New | $14.53 | 13F |
| SAP | SAP SE | 0.00296% | 6,554 | $1,010,037 | 6,554 | New | $154.11 | 13F |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | 0.00105% | 1,359 | $357,770 | 1,359 | New | $263.26 | 13F |
| ORCL | ORACLE CORP | 0.00089% | 2,076 | $304,238 | 2,076 | New | $146.55 | 13F |
| TOST | TOAST INC | 0.00089% | 10,945 | $304,490 | 10,945 | New | $27.82 | 13F |
| NVDA | NVIDIA CORPORATION | 0.00085% | 1,445 | $289,130 | 1,445 | New | $200.09 | 13F |
| QRVO | QORVO INC | 0.00083% | 3,045 | $284,007 | 3,045 | New | $93.27 | 13F |
| EXPE | EXPEDIA GROUP INC | 0.0008% | 1,060 | $271,233 | 1,060 | New | $255.88 | 13F |
| CRM | SALESFORCE INC | 0.00069% | 1,502 | $235,303 | 1,502 | New | $156.66 | 13F |
| GEV | GE VERNOVA INC | 0.00063% | 184 | $216,174 | 184 | New | $1174.86 | 13F |
| STT | STATE STR CORP | 0.00061% | 1,231 | $208,778 | 1,231 | New | $169.6 | 13F |