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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| GWRE | GUIDEWIRE SOFTWARE INC | 11.77% | 1,849,364 | $276,590,880 | 178,950 | 10.71% | $149.56 | 13F |
| UNH | UNITEDHEALTH GROUP INC | 6.14% | 532,875 | $144,190,646 | 25,575 | 5.04% | $270.59 | 13F |
| HLF | HERBALIFE LTD | 5.16% | 8,227,300 | $121,105,856 | 65,177 | 0.8% | $14.72 | 13F |
| KRC | KILROY RLTY CORP | 4.86% | 4,049,563 | $114,238,172 | 1,114,191 | 37.96% | $28.21 | 13F |
| VIST | VISTA ENERGY S.A.B. DE C.V. | 3.91% | 1,216,700 | $91,824,349 | 192,500 | 18.8% | $75.47 | 13F |
| TBBB | BBB FOODS INC | 2.3% | 1,529,296 | $54,091,200 | 144,100 | 10.4% | $35.37 | 13F |
| VEEV | VEEVA SYS INC | 1.36% | 182,200 | $32,005,252 | 27,100 | 17.47% | $175.66 | 13F |