Ticker Společnost Procento portfolia Poslední obchod Počet akcií Nakoupeno za cenu Velikost pozice Momentální cena akcie Návratnost 52 týdení minimum 52 týdení maximum
WDAY Workday Inc. 7.20 5,019,190 $152.22 $764,021,000 $169.37 11.27% $128.72 $285.58
AMZN Amazon.com Inc. 7.12 Prodej 25.52% 6,686,898 $113.00 $755,619,000 $90.32 -20.07% $85.87 $176.97
PYPL PayPal Holdings Inc. 6.73 Nákup 93.39% 8,294,340 $86.07 $713,894,000 $74.19 -13.80% $67.58 $196.42
BBWI Bath & Body Works Inc. 6.34 Prodej 7.16% 20,630,231 $32.60 $672,546,000 $42.15 29.29% $25.46 $75.58
MSFT Microsoft Corp. 6.22 Prodej 18.65% 2,832,272 $232.90 $659,636,000 $247.41 6.23% $212.83 $341.10
TSM Taiwan Semiconductor S.A. 6.21 Nákup 7.54% 9,608,670 $68.56 $658,770,000 $80.80 17.85% $59.43 $142.74
UNH United Health Group Inc. 4.47 Nákup 17.39% 939,456 $505.04 $474,463,000 $547.92 8.49% $440.10 $556.38
EPAM EPAM Systems Inc. 4.24 Prodej 1.87% 1,243,044 $362.19 $450,218,000 $346.05 -4.46% $168.59 $719.56
TMO Thermo Fisher Scientific 4.23 Prodej 5.04% 885,326 $507.19 $449,028,000 $567.95 11.98% $475.77 $671.21
MA Mastercard Inc. 4.14 1,544,912 $284.34 $439,280,000 $351.17 23.50% $276.87 $398.11
RH RH 4.11 1,773,069 $246.07 $436,299,000 $266.38 8.25% $207.37 $658.51
LPLA LPL Financial Holdings Inc. 4.08 Prodej 13.49% 1,980,362 $218.48 $432,669,000 $221.89 1.56% $139.97 $271.31
BKNG Booking Holdings Inc. 3.93 Nákup 6.92% 253,570 $1643.21 $416,669,000 $2011.95 22.44% $1616.85 $2715.66
ADSK Autodesk Inc. 3.91 Nová pozice 2,221,479 $186.80 $414,972,000 $196.58 5.24% $163.20 $285.38
META Meta Platforms Inc. 3.73 Prodej 41.84% 2,913,821 $135.68 $395,347,000 $115.34 -14.99% $88.09 $352.71
TDG TransDigm Group Inc. 3.65 Nová pozice 737,523 $524.82 $387,067,000 $614.47 17.08% $486.25 $665.78
V Visa Inc. 3.62 2,161,028 $177.65 $383,907,000 $209.10 17.70% $173.81 $233.54
PTC PTC Inc. 2.48 Nová pozice 2,519,988 $104.60 $263,591,000 $121.79 16.43% $96.55 $133.14
IBN ICICI Bank Ltd. 2.31 Nová pozice 11,692,652 $20.97 $245,195,000 $22.85 8.97% $16.26 $23.75
EQT EQT Corp. 2.28 Prodej 6.55% 5,935,782 $40.75 $241,883,000 $35.69 -12.42% $18.89 $51.79
HDB HDFC Bank Ltd. 1.22 Nová pozice 2,223,010 $58.42 $129,868,000 $68.03 16.45% $49.52 $70.77
MQ Marqeta Inc. 1.11 16,609,826 $7.12 $118,262,000 $6.49 -8.85% $6.05 $19.30
SG Sweetgreen Inc Class A 0.79 4,556,503 $18.50 $84,295,000 $10.93 -40.92% $10.70 $40.10
FCNCA First Citizens Bancshares 0.49 Prodej 29.55% 64,553 $797.42 $51,476,000 $788.80 -1.08% $597.10 $945.02
AVDX Avidxchange Holdings Inc 0.40 5,080,632 $8.42 $42,779,000 $8.81 4.63% $5.86 $20.06
LNG Cheniere Energy Inc. 0.02 Nová pozice 10,448 $165.87 $1,733,000 $163.20 -1.61% $96.91 $181.93
CHK Chesapeake Energy 0.01 Nová pozice 15,740 $94.22 $1,483,000 $94.12 -0.11% $57.54 $106.73
SQ Block Inc. 0.01 23,787 $54.99 $1,308,000 $63.37 15.24% $51.34 $194.53
GROV Grove Collaborative Holdings 0.00 Prodej 69.48% 152,608 $2.24 $342,000 $0.48 -78.57% $0.45 $12.50