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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| HSIC | SCHEIN HENRY INC | 9.81% | 3,412,667 | $251,513,558 | 1,029,830 | 43.22% | $73.7 | 13F |
| V | VISA INC | 8.86% | 751,525 | $227,140,916 | 275,083 | 57.74% | $302.24 | 13F |
| UNP | UNION PAC CORP | 6.85% | 723,902 | $175,633,103 | 36,604 | 5.33% | $242.62 | 13F |
| PRMB | PRIMO BRANDS CORPORATION | 6.64% | 9,049,878 | $170,409,203 | 5,052,380 | 126.39% | $18.83 | 13F |
| GOOGL | ALPHABET INC | 6.62% | 590,615 | $169,837,249 | 244,750 | 70.76% | $287.56 | 13F |
| NU | NU HLDGS LTD | 6.23% | 11,122,403 | $159,828,931 | 1,941,811 | 21.15% | $14.37 | 13F |
| DHR | DANAHER CORP DEL | 5.01% | 677,750 | $128,501,400 | 15,233 | 2.3% | $189.6 | 13F |
| PTC | PTC INC | 4.95% | 890,595 | $126,900,882 | 656,188 | 279.94% | $142.49 | 13F |
| CVNA | CARVANA CO | 4.88% | 398,007 | $125,125,441 | 105,455 | 36.05% | $314.38 | 13F |
| PSKY | PARAMOUNT SKYDANCE CORP | 0.46% | 1,298,000 | $11,707,960 | 975,000 | 301.86% | $9.02 | 13F |