| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | 3.66% | 1,693,347 | $528,273,464 | 1,693,347 | New | $311.97 | 13F |
| EQT | EQT CORP | 3.04% | 7,518,227 | $438,462,999 | 7,518,227 | New | $58.32 | 13F |
| WING | Wingstop Inc. | 2.62% | 1,491,245 | $378,105,170 | 1,491,245 | New | 13G | |
| BKNG | BOOKING HOLDINGS INC | 2.41% | 59,972 | $347,192,301 | 59,972 | New | $5789.24 | 13F |
| BN | BROOKFIELD CORP | 2.41% | 5,621,385 | $347,682,662 | 5,621,385 | New | $61.85 | 13F |
| WIX | WIX COM LTD | 2.37% | 2,161,331 | $342,484,510 | 2,161,331 | New | $158.46 | 13F |