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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| DHR | DANAHER CORP DEL | 12.36% | 7,274,395 | $1,379,225,292 | -315,266 | -4.15% | $189.6 | 13F |
| MELI | MERCADOLIBRE INC | 7.09% | 457,626 | $791,244,507 | -1,125 | -0.25% | $1729.02 | 13F |
| GOOGL | ALPHABET INC | 5.24% | 2,033,464 | $584,742,908 | -793,979 | -28.08% | $287.56 | 13F |
| TMO | THERMO FISHER SCIENTIFIC INC | 3.41% | 773,600 | $380,247,608 | -337,727 | -30.39% | $491.53 | 13F |
| SCHW | SCHWAB CHARLES CORP | 2.31% | 2,743,703 | $257,853,208 | -5,104,014 | -65.04% | $93.98 | 13F |
| SPOT | SPOTIFY TECHNOLOGY S A | 1.43% | 328,010 | $159,055,329 | -4,923 | -1.48% | $484.91 | 13F |
| ACN | ACCENTURE PLC IRELAND | 0.92% | 518,390 | $102,791,553 | -1,883,301 | -78.42% | $198.29 | 13F |
| HTHT | H WORLD GROUP LTD | 0.48% | 1,072,779 | $53,950,056 | -282,652 | -20.85% | $50.29 | 13F |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 0.42% | 138,944 | $46,956,125 | -53,248 | -27.71% | $337.95 | 13F |
| FRSH | FRESHWORKS INC | 0.05% | 703,407 | $5,648,358 | -17,917 | -2.48% | $8.03 | 13F |