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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 1.47% | 179,500 | $85,723,815 | 179,500 | New | $477.57 | 13F |
| MCK | MCKESSON CORP | 1.29% | 99,680 | $75,318,208 | 99,680 | New | $755.6 | 13F |
| TOST | TOAST INC | 0.79% | 1,659,800 | $46,175,636 | 1,659,800 | New | $27.82 | 13F |
| ICLR | ICON PUB LTD CO | 0.56% | 188,000 | $32,657,480 | 188,000 | New | $173.71 | 13F |
| IQV | IQVIA HLDGS INC | 0.55% | 165,000 | $31,881,300 | 165,000 | New | $193.22 | 13F |
| VSEC | VSE CORP | 0.47% | 119,600 | $27,328,600 | 119,600 | New | $228.5 | 13F |
| DPC | DPC HOLDINGS PLC | 0.00081% | 965 | $47,343 | 965 | New | $49.06 | 13F |