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 $173.39 13.91% $128.72 $257.00
AMZN Amazon.com Inc. 7.12 Prodej 25.52% 6,686,898 $113.00 $755,619,000 $97.21 -13.97% $81.43 $170.83
PYPL PayPal Holdings Inc. 6.73 Nákup 93.39% 8,294,340 $86.07 $713,894,000 $79.07 -8.13% $66.39 $176.20
BBWI Bath & Body Works Inc. 6.34 Prodej 7.16% 20,630,231 $32.60 $672,546,000 $45.01 38.07% $25.46 $61.03
MSFT Microsoft Corp. 6.22 Prodej 18.65% 2,832,272 $232.90 $659,636,000 $240.19 3.13% $212.83 $313.66
TSM Taiwan Semiconductor S.A. 6.21 Nákup 7.54% 9,608,670 $68.56 $658,770,000 $91.03 32.77% $59.09 $125.94
UNH United Health Group Inc. 4.47 Nákup 17.39% 939,456 $505.04 $474,463,000 $486.72 -3.63% $440.10 $556.38
EPAM EPAM Systems Inc. 4.24 Prodej 1.87% 1,243,044 $362.19 $450,218,000 $345.02 -4.74% $168.59 $496.40
TMO Thermo Fisher Scientific 4.23 Prodej 5.04% 885,326 $507.19 $449,028,000 $593.66 17.05% $475.52 $617.34
MA Mastercard Inc. 4.14 1,544,912 $284.34 $439,280,000 $376.28 32.33% $276.42 $397.47
RH RH 4.11 1,773,069 $246.07 $436,299,000 $299.17 21.58% $207.37 $441.67
LPLA LPL Financial Holdings Inc. 4.08 Prodej 13.49% 1,980,362 $218.48 $432,669,000 $224.25 2.64% $139.97 $271.31
BKNG Booking Holdings Inc. 3.93 Nákup 6.92% 253,570 $1643.21 $416,669,000 $2344.33 42.67% $1616.85 $2715.66
ADSK Autodesk Inc. 3.91 Nová pozice 2,221,479 $186.80 $414,972,000 $205.99 10.27% $163.20 $252.34
META Meta Platforms Inc. 3.73 Prodej 41.84% 2,913,821 $135.68 $395,347,000 $139.31 2.68% $88.09 $328.00
TDG TransDigm Group Inc. 3.65 Nová pozice 737,523 $524.82 $387,067,000 $672.65 28.17% $486.25 $691.00
V Visa Inc. 3.62 2,161,028 $177.65 $383,907,000 $224.31 26.27% $173.81 $233.54
PTC PTC Inc. 2.48 Nová pozice 2,519,988 $104.60 $263,591,000 $130.00 24.28% $96.55 $133.14
IBN ICICI Bank Ltd. 2.31 Nová pozice 11,692,652 $20.97 $245,195,000 $21.52 2.62% $16.26 $23.75
EQT EQT Corp. 2.28 Prodej 6.55% 5,935,782 $40.75 $241,883,000 $33.95 -16.69% $18.89 $51.79
HDB HDFC Bank Ltd. 1.22 Nová pozice 2,223,010 $58.42 $129,868,000 $70.49 20.66% $49.52 $70.77
MQ Marqeta Inc. 1.11 16,609,826 $7.12 $118,262,000 $6.47 -9.13% $5.64 $12.74
SG Sweetgreen Inc Class A 0.79 4,556,503 $18.50 $84,295,000 $9.22 -50.16% $7.81 $40.10
FCNCA First Citizens Bancshares 0.49 Prodej 29.55% 64,553 $797.42 $51,476,000 $796.59 -0.10% $597.10 $884.55
AVDX Avidxchange Holdings Inc 0.40 5,080,632 $8.42 $42,779,000 $10.70 27.08% $5.86 $12.93
LNG Cheniere Energy Inc. 0.02 Nová pozice 10,448 $165.87 $1,733,000 $151.73 -8.52% $99.17 $181.93
CHK Chesapeake Energy 0.01 Nová pozice 15,740 $94.22 $1,483,000 $90.86 -3.57% $60.10 $106.73
SQ Block Inc. 0.01 23,787 $54.99 $1,308,000 $76.16 38.50% $51.34 $149.00
GROV Grove Collaborative Holdings 0.00 Prodej 69.48% 152,608 $2.24 $342,000 $0.53 -76.34% $0.18 $12.50