Ticker Společnost Procento portfolia Poslední obchod Počet akcií Nakoupeno za cenu Velikost pozice Momentální cena akcie Návratnost 52 týdení minimum 52 týdení maximum
ELV Elevance Health Inc. 4.92 Nákup 59.57% 2,336,841 $454.24 $1,061,487,000 $529.12 16.48% $411.65 $548.18
AMZN Amazon.com Inc. 4.87 Nákup 14.58% 9,286,956 $113.00 $1,049,426,000 $90.32 -20.07% $85.87 $176.97
V Visa Inc. 4.40 Nákup 109.19% 5,346,584 $177.65 $949,821,000 $209.10 17.70% $173.81 $233.54
MCK McKesson Corp. 4.11 Nákup 60.48% 2,608,580 $339.87 $886,578,000 $381.64 12.29% $225.03 $401.21
MSFT Microsoft Corp. 3.79 Nákup 18.47% 3,510,344 $232.90 $817,559,000 $247.41 6.23% $212.83 $341.10
GE General Electric 3.70 Nákup 47.13% 12,874,144 $61.91 $797,038,000 $83.63 35.08% $59.86 $103.39
META Meta Platforms Inc. 3.37 Nákup 86.73% 5,351,499 $135.68 $726,091,000 $115.34 -14.99% $88.09 $352.71
CB Chubb Limited 3.03 Prodej 4.80% 3,593,242 $181.88 $653,539,000 $219.18 20.51% $173.78 $222.00
BSX Boston Scientific 2.90 Nákup 10.30% 16,162,921 $38.73 $625,990,000 $46.32 19.60% $34.98 $47.50
BAM Brookfield Asset Management Inc. 2.80 Nákup 21.65% 14,757,027 $40.89 $603,415,000 $43.61 6.65% $36.82 $61.75
DG Dollar General 2.70 Nákup 118.56% 2,426,368 $239.86 $581,989,000 $248.70 3.69% $182.42 $261.59
HDB HDFC Bank Ltd. 2.63 Nákup 5.79% 9,713,845 $58.42 $567,483,000 $68.03 16.45% $49.52 $70.77
MA Mastercard Inc. 2.33 Prodej 23.10% 1,770,583 $284.34 $503,448,000 $351.17 23.50% $276.87 $398.11
AMP Ameriprise Financial Inc. 2.11 Nákup 52.38% 1,803,989 $251.95 $454,515,000 $323.09 28.24% $218.08 $339.41
APG APi Group Corp. 2.08 Nákup 0.55% 33,819,567 $13.27 $448,786,000 $18.98 43.03% $13.09 $26.84
INTU Intuit Inc. 2.08 Nákup 3.76% 1,157,479 $387.32 $448,315,000 $405.28 4.64% $338.16 $679.92
TMUS T 2.07 Prodej 63.75% 3,324,606 $134.17 $446,062,000 $143.78 7.16% $101.51 $154.38
RPRX Royalty Pharma plc 2.03 Prodej 12.04% 10,881,594 $40.18 $437,222,000 $42.32 5.33% $35.67 $44.47
UBER Uber Technologies Inc. 2.01 Prodej 1.13% 16,396,107 $26.50 $434,497,000 $26.45 -0.19% $19.90 $45.90
BMRN BioMarin Pharmaceutical Inc. 2.00 Nákup 0.92% 5,099,164 $84.77 $432,256,000 $104.40 23.16% $70.73 $106.72
PH Parker 1.99 Prodej 42.18% 1,775,453 $242.31 $430,210,000 $292.11 20.55% $227.34 $332.64
FTV Fortive Corp. 1.64 Prodej 48.50% 6,076,200 $58.30 $354,242,000 $66.56 14.17% $52.36 $76.28
CRM Salesforce.com 1.60 Nová pozice 2,400,649 $143.84 $345,309,000 $130.13 -9.53% $127.02 $270.57
IFF International Flavors & Fragrances Inc. 1.57 Prodej 27.23% 3,726,736 $90.83 $338,499,000 $107.70 18.57% $83.14 $148.65
DNA Ginkgo Bioworks Holdings Inc. 1.47 Nákup 275.99% 101,834,126 $3.12 $317,722,000 $1.80 -42.31% $1.64 $11.66
TTWO Take 1.42 Nákup 40.24% 2,804,400 $109.00 $305,680,000 $100.78 -7.54% $90.00 $182.25
TMO Thermo Fisher Scientific 1.40 Prodej 31.19% 593,537 $507.19 $301,036,000 $567.95 11.98% $475.77 $671.21
SQ Block Inc. 1.35 Prodej 5.21% 5,311,049 $54.99 $292,055,000 $63.37 15.24% $51.34 $194.53
ROIV Roivant Sciences Ltd 1.32 88,238,700 $3.22 $284,129,000 $6.98 116.77% $2.52 $16.76
MU Micron Technology Inc. 1.26 Nákup 268.14% 5,413,915 $50.10 $271,237,000 $55.20 10.18% $48.35 $97.92
BBIO BridgeBio Pharma Inc. 1.23 26,620,991 $9.94 $264,613,000 $9.56 -3.82% $4.98 $43.14
WDC Western Digital Corp. 1.12 Nákup 276.36% 7,400,746 $32.55 $240,894,000 $35.23 8.23% $31.56 $69.36
ACHC Acadia Healthcare Co. 1.07 Prodej 14.94% 2,958,932 $78.18 $231,329,000 $83.33 6.59% $50.07 $89.85
KRTX Karuna Therapeutics Inc. 1.06 Prodej 9.40% 1,014,116 $224.93 $228,105,000 $202.05 -10.17% $92.26 $278.25
ADPT Adaptive Biotechnologies Corp. 0.99 29,993,708 $7.12 $213,555,000 $8.87 24.58% $5.96 $30.51
GH Guardant Health Inc. 0.96 Prodej 14.36% 3,835,610 $53.83 $206,471,000 $47.39 -11.96% $27.65 $103.92
UNM Unum Group 0.91 Nákup 17.73% 5,074,658 $38.80 $196,897,000 $40.49 4.36% $21.41 $46.64
UNH United Health Group Inc. 0.82 Nová pozice 348,550 $505.04 $176,032,000 $547.92 8.49% $440.10 $556.38
AMLX Amylyx Pharmaceuticals Inc 0.75 Prodej 19.52% 5,770,536 $28.15 $162,441,000 $37.05 31.62% $6.51 $39.78
MMC Marsh & McLennan 0.70 Prodej 64.40% 1,006,898 $149.29 $150,320,000 $172.20 15.35% $141.29 $181.77
VVV Valvoline Inc. 0.69 Nová pozice 5,847,839 $25.34 $148,184,000 $32.21 27.11% $24.31 $37.37
CME CME Group 0.68 Nákup 63.40% 831,110 $177.13 $147,215,000 $177.17 0.02% $166.58 $253.23
PYPL PayPal Holdings Inc. 0.68 Nová pozice 1,713,801 $86.07 $147,507,000 $74.19 -13.80% $67.58 $196.42
PODD Insulet Corp. 0.65 Nákup 21.38% 611,038 $229.40 $140,172,000 $303.63 32.36% $181.00 $320.00
KKR KKR & Co. L.P. 0.63 Nová pozice 3,177,089 $43.00 $136,615,000 $48.27 12.26% $41.53 $57.55
MOH Molina Healthcare Inc. 0.62 Prodej 14.41% 406,671 $329.84 $134,136,000 $339.75 3.00% $249.78 $374.00
SE Sea Ltd 0.61 Nová pozice 2,362,871 $56.05 $132,439,000 $61.08 8.97% $40.67 $267.58
CRL Charles River Labs 0.60 Nákup 18.99% 658,478 $196.80 $129,588,000 $210.07 6.74% $181.36 $379.65
RCI Rogers Communications Inc. 0.60 Nová pozice 3,378,977 $38.52 $130,159,000 $44.93 16.64% $36.23 $63.45
NOW ServiceNow Inc. 0.57 Nákup 8.70% 323,368 $377.61 $122,107,000 $396.23 4.93% $337.00 $669.11
CTLT Catalent Inc. 0.56 Prodej 14.66% 1,673,755 $72.36 $121,113,000 $45.54 -37.06% $40.69 $130.97
INSP Inspire Medical Systems Inc. 0.52 Nákup 6.45% 633,572 $177.37 $112,377,000 $235.39 32.71% $142.74 $272.04
NTLA Intellia Therapeutics Inc. 0.49 Prodej 15.23% 1,889,067 $55.96 $105,712,000 $38.34 -31.49% $37.08 $130.33
ZI ZoomInfo Technologies Inc. 0.49 Nová pozice 2,512,177 $41.66 $104,657,000 $28.50 -31.59% $23.29 $51.86
RH RH 0.47 Nákup 3.36% 414,729 $246.07 $102,052,000 $266.38 8.25% $207.37 $658.51
BABA Alibaba Group Holdings 0.46 Nová pozice 1,246,400 $79.99 $99,700,000 $94.17 17.73% $58.01 $138.70
CDNS Cadence Design Systems 0.46 Nová pozice 605,539 $163.43 $98,963,000 $164.24 0.50% $132.32 $194.97
INBX Inhibrx 0.44 5,305,866 $17.95 $95,240,000 $28.00 55.99% $7.67 $45.99
ZLAB Zai Lab Ltd 0.41 Prodej 20.75% 2,614,817 $34.20 $89,427,000 $35.23 3.01% $20.98 $73.85
PGR Progressive Corp. 0.40 Prodej 18.32% 736,561 $116.21 $85,596,000 $131.18 12.88% $92.41 $134.50
LIN Linde plc 0.39 Nová pozice 311,600 $269.59 $84,004,000 $334.63 24.13% $261.56 $346.83
CLX Clorox Co. 0.36 Nová pozice 606,655 $128.39 $77,888,000 $150.21 17.00% $118.52 $181.19
BEKE KE Holdings Inc. 0.32 Prodej 62.59% 3,895,000 $17.52 $68,240,000 $15.95 -8.96% $7.31 $24.85
APLS Apellis Pharmaceuticals Inc. 0.30 Nová pozice 932,441 $68.30 $63,686,000 $50.36 -26.27% $33.32 $70.00
RLYB Rallybio Corp. 0.28 4,194,777 $14.47 $60,698,000 $4.76 -67.10% $4.59 $15.89
AVTR Avantor arinc. 0.26 Prodej 53.01% 2,898,662 $19.60 $56,814,000 $21.82 11.33% $17.91 $42.48
RIVN Rivian Automotive Inc A 0.24 1,602,193 $32.91 $52,728,000 $28.59 -13.13% $19.25 $121.64
CRWD CrowdStrike Holdings Inc. 0.22 Nová pozice 284,329 $164.81 $46,860,000 $114.23 -30.69% $108.89 $242.00
EWTX Edgewise Therapeutics Inc. 0.20 Nákup 61.67% 4,409,146 $9.84 $43,386,000 $8.41 -14.53% $5.41 $21.23
GLBE Global E Online Ltd 0.20 Prodej 48.25% 1,575,580 $26.76 $42,163,000 $22.51 -15.88% $15.63 $67.50
SWAV ShockWave Medical 0.20 Prodej 44.60% 157,327 $278.07 $43,748,000 $238.91 -14.08% $113.36 $320.54
OHPAU OLD 0.17 Prodej 2.01% 3,629,247 $9.87 $35,821,000 $10.08 2.13% $9.55 $12.03
FDMT 4D Molecular Therapeutics Inc. 0.15 3,937,914 $8.04 $31,661,000 $24.56 205.47% $5.32 $24.99
DAWN Day One Biopharmaceuticals Inc. 0.14 Prodej 16.09% 1,558,563 $20.03 $31,218,000 $21.99 9.79% $5.44 $28.35
CBRE CBRE Group 0.13 Nová pozice 409,714 $67.51 $27,660,000 $76.12 12.75% $66.31 $111.00
DPZ Dominos Pizza Inc. 0.11 Nová pozice 74,968 $310.20 $23,255,000 $374.94 20.87% $299.41 $562.55
KNTE Kinnate Biopharma Inc. 0.10 1,820,462 $11.95 $21,755,000 $6.44 -46.11% $5.75 $19.47
UPST Upstart Holdings Inc. 0.10 Nová pozice 999,647 $20.79 $20,783,000 $17.14 -17.56% $14.02 $197.18
PHVS Pharvaris NV 0.09 Nákup 0.20% 2,496,923 $8.03 $20,050,000 $11.27 40.35% $1.77 $27.50
THC Tenet Healthcare Corp. 0.09 Nová pozice 383,510 $51.58 $19,781,000 $44.12 -14.46% $36.69 $92.65
MTCH Match Group Inc. 0.08 Nová pozice 381,750 $47.75 $18,229,000 $44.01 -7.83% $40.23 $137.12
PEPG Pepgen Inc 0.08 1,793,923 $9.08 $16,289,000 $13.94 53.52% $4.32 $17.81
LVS Las Vegas Sands Corp. 0.07 Prodej 60.66% 379,551 $37.52 $14,241,000 $48.31 28.76% $28.88 $49.73
TALS Talaris Therapeutics Inc. 0.04 3,289,617 $2.63 $8,652,000 $1.35 -48.67% $1.16 $16.63
VSTM Verastem Inc. 0.04 9,224,000 $0.85 $7,840,000 $0.42 -50.59% $0.29 $2.55
LIAN Lianbio ADR 0.03 3,564,173 $1.99 $7,093,000 $1.42 -28.64% $1.07 $10.36
TRVI Trevi Therapeutics Inc. 0.03 Nová pozice 4,400,000 $1.54 $6,776,000 $2.24 45.45% $0.46 $4.68