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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| DHR | DANAHER CORP DEL | 12.52% | 6,761,596 | $1,287,948,806 | -512,799 | -7.05% | $190.48 | 13F |
| AMZN | AMAZON COM INC | 12.03% | 5,193,506 | $1,237,820,220 | -208,205 | -3.85% | $238.34 | 13F |
| MSFT | MICROSOFT CORP | 11.29% | 3,113,553 | $1,161,417,540 | -1,355,466 | -30.33% | $373.02 | 13F |
| WST | WEST PHARMACEUTICAL SVSC INC | 7.08% | 2,028,322 | $728,167,598 | -215,654 | -9.61% | $359 | 13F |
| GOOGL | ALPHABET INC | 6.94% | 1,997,385 | $713,805,477 | -36,079 | -1.77% | $357.37 | 13F |
| STE | STERIS PLC | 4.67% | 2,280,698 | $480,246,578 | -27,761 | -1.2% | $210.57 | 13F |
| TRMB | TRIMBLE INC | 3.58% | 7,190,197 | $367,994,282 | -590,293 | -7.59% | $51.18 | 13F |
| NTNX | NUTANIX INC | 3.32% | 6,709,160 | $341,898,794 | -794,661 | -10.59% | $50.96 | 13F |
| WDAY | WORKDAY INC | 2.75% | 2,311,084 | $282,922,903 | -1,870,802 | -44.74% | $122.42 | 13F |
| SCHW | SCHWAB CHARLES CORP | 1.45% | 1,611,555 | $148,698,180 | -1,132,148 | -41.26% | $92.27 | 13F |
| RELY | REMITLY GLOBAL INC | 1.07% | 4,892,320 | $109,636,891 | -2,800,000 | -36.4% | $22.41 | 13F |
| TTAN | SERVICETITAN INC | 0.81% | 1,180,780 | $83,492,954 | -570,444 | -32.57% | $70.71 | 13F |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 0.15% | 396,547 | $15,358,265 | -31,463 | -7.35% | $38.73 | 13F |
| CPNG | COUPANG INC | 0.13% | 745,027 | $12,941,119 | -111,282 | -13% | $17.37 | 13F |
| FRSH | FRESHWORKS INC | 0.06% | 631,598 | $6,391,772 | -71,809 | -10.21% | $10.12 | 13F |