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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| SCHW | SCHWAB CHARLES CORP | 8.11% | 2,189,893 | $202,061,427 | 507,650 | 30.18% | $92.27 | 13F |
| KRC | KILROY RLTY CORP | 6.39% | 4,248,213 | $159,180,541 | 198,650 | 4.91% | $37.47 | 13F |
| TMO | THERMO FISHER SCIENTIFIC INC | 5.65% | 280,400 | $140,581,344 | 21,700 | 8.39% | $501.36 | 13F |
| MELI | MERCADOLIBRE INC | 4.47% | 65,560 | $111,280,888 | 20,775 | 46.39% | $1697.39 | 13F |
| HLF | HERBALIFE LTD | 4.41% | 8,348,800 | $109,786,720 | 121,500 | 1.48% | $13.15 | 13F |
| TBBB | BBB FOODS INC | 3.72% | 2,224,201 | $92,682,456 | 694,905 | 45.44% | $41.67 | 13F |
| VEEV | VEEVA SYS INC | 1.51% | 211,350 | $37,508,285 | 29,150 | 16% | $177.47 | 13F |