| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 6.51% | 3,203,631 | $597,733,471 | 550,421 | 20.75% | $186.58 | 13F |
| CLS | CELESTICA INC | 3.68% | 1,372,416 | $338,135,856 | 505,787 | 58.36% | $246.38 | 13F |
| ELV | ELEVANCE HEALTH INC FORMERLY | 0.52% | 146,976 | $47,490,886 | 600 | 0.41% | $323.12 | 13F |
| ALGN | ALIGN TECHNOLOGY INC | 0.2% | 146,354 | $18,326,448 | 71,175 | 94.67% | $125.22 | 13F |
| WWW | WOLVERINE WORLD WIDE INC | 0.15% | 504,498 | $13,843,425 | 296,867 | 142.98% | $27.44 | 13F |