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 $479.49 5.56% $418.47 $548.18
AMZN Amazon.com Inc. 4.87 Nákup 14.58% 9,286,956 $113.00 $1,049,426,000 $97.21 -13.97% $81.43 $170.83
V Visa Inc. 4.40 Nákup 109.19% 5,346,584 $177.65 $949,821,000 $224.31 26.27% $173.81 $233.54
MCK McKesson Corp. 4.11 Nákup 60.48% 2,608,580 $339.87 $886,578,000 $378.04 11.23% $236.52 $401.21
MSFT Microsoft Corp. 3.79 Nákup 18.47% 3,510,344 $232.90 $817,559,000 $240.19 3.13% $212.83 $313.66
GE General Electric 3.70 Nákup 47.13% 12,874,144 $61.91 $797,038,000 $77.68 25.47% $47.06 $81.18
META Meta Platforms Inc. 3.37 Nákup 86.73% 5,351,499 $135.68 $726,091,000 $139.31 2.68% $88.09 $328.00
CB Chubb Limited 3.03 Prodej 4.80% 3,593,242 $181.88 $653,539,000 $220.43 21.20% $173.11 $230.27
BSX Boston Scientific 2.90 Nákup 10.30% 16,162,921 $38.73 $625,990,000 $45.62 17.79% $34.98 $47.95
BN Brookfield Corp. 2.80 Nákup 21.65% 14,757,027 $40.89 $603,415,000 $36.27 -11.30% $30.54 $61.75
DG Dollar General 2.70 Nákup 118.56% 2,426,368 $239.86 $581,989,000 $230.61 -3.86% $182.02 $261.01
HDB HDFC Bank Ltd. 2.63 Nákup 5.79% 9,713,845 $58.42 $567,483,000 $70.49 20.66% $49.52 $70.77
MA Mastercard Inc. 2.33 Prodej 23.10% 1,770,583 $284.34 $503,448,000 $376.28 32.33% $276.42 $397.47
AMP Ameriprise Financial Inc. 2.11 Nákup 52.38% 1,803,989 $251.95 $454,515,000 $333.25 32.27% $218.08 $339.41
APG APi Group Corp. 2.08 Nákup 0.55% 33,819,567 $13.27 $448,786,000 $19.91 50.04% $13.09 $22.89
INTU Intuit Inc. 2.08 Nákup 3.76% 1,157,479 $387.32 $448,315,000 $398.16 2.80% $337.48 $575.95
TMUS T 2.07 Prodej 63.75% 3,324,606 $134.17 $446,062,000 $145.01 8.08% $101.51 $154.38
RPRX Royalty Pharma plc 2.03 Prodej 12.04% 10,881,594 $40.18 $437,222,000 $38.33 -4.60% $35.67 $44.47
UBER Uber Technologies Inc. 2.01 Prodej 1.13% 16,396,107 $26.50 $434,497,000 $30.36 14.57% $19.90 $42.56
BMRN BioMarin Pharmaceutical Inc. 2.00 Nákup 0.92% 5,099,164 $84.77 $432,256,000 $110.78 30.68% $70.73 $114.80
PH Parker 1.99 Prodej 42.18% 1,775,453 $242.31 $430,210,000 $305.32 26.00% $227.34 $332.64
FTV Fortive Corp. 1.64 Prodej 48.50% 6,076,200 $58.30 $354,242,000 $65.45 12.26% $52.36 $71.83
CRM Salesforce.com 1.60 Nová pozice 2,400,649 $143.84 $345,309,000 $151.25 5.15% $126.34 $234.49
IFF International Flavors & Fragrances Inc. 1.57 Prodej 27.23% 3,726,736 $90.83 $338,499,000 $112.36 23.70% $82.49 $139.66
DNA Ginkgo Bioworks Holdings Inc. 1.47 Nákup 275.99% 101,834,126 $3.12 $317,722,000 $1.66 -46.79% $1.45 $6.38
TTWO Take 1.42 Nákup 40.24% 2,804,400 $109.00 $305,680,000 $106.56 -2.24% $90.00 $178.50
TMO Thermo Fisher Scientific 1.40 Prodej 31.19% 593,537 $507.19 $301,036,000 $593.66 17.05% $475.52 $617.34
SQ Block Inc. 1.35 Prodej 5.21% 5,311,049 $54.99 $292,055,000 $76.16 38.50% $51.34 $149.00
ROIV Roivant Sciences Ltd 1.32 88,238,700 $3.22 $284,129,000 $8.79 172.98% $2.52 $10.00
MU Micron Technology Inc. 1.26 Nákup 268.14% 5,413,915 $50.10 $271,237,000 $58.45 16.67% $48.24 $95.76
BBIO BridgeBio Pharma Inc. 1.23 26,620,991 $9.94 $264,613,000 $8.42 -15.29% $4.98 $12.64
WDC Western Digital Corp. 1.12 Nákup 276.36% 7,400,746 $32.55 $240,894,000 $38.46 18.16% $29.73 $63.26
ACHC Acadia Healthcare Co. 1.07 Prodej 14.94% 2,958,932 $78.18 $231,329,000 $84.61 8.22% $50.07 $89.85
KRTX Karuna Therapeutics Inc. 1.06 Prodej 9.40% 1,014,116 $224.93 $228,105,000 $193.95 -13.77% $92.26 $278.25
ADPT Adaptive Biotechnologies Corp. 0.99 29,993,708 $7.12 $213,555,000 $9.19 29.07% $5.96 $18.02
GH Guardant Health Inc. 0.96 Prodej 14.36% 3,835,610 $53.83 $206,471,000 $31.70 -41.11% $24.63 $78.34
UNM Unum Group 0.91 Nákup 17.73% 5,074,658 $38.80 $196,897,000 $40.30 3.87% $23.36 $46.64
UNH United Health Group Inc. 0.82 Nová pozice 348,550 $505.04 $176,032,000 $486.72 -3.63% $440.10 $556.38
AMLX Amylyx Pharmaceuticals Inc 0.75 Prodej 19.52% 5,770,536 $28.15 $162,441,000 $36.87 30.98% $6.51 $39.78
MMC Marsh & McLennan 0.70 Prodej 64.40% 1,006,898 $149.29 $150,320,000 $173.12 15.96% $141.29 $181.77
VVV Valvoline Inc. 0.69 Nová pozice 5,847,839 $25.34 $148,184,000 $34.99 38.08% $24.31 $36.22
CME CME Group 0.68 Nákup 63.40% 831,110 $177.13 $147,215,000 $175.05 -1.17% $161.33 $245.26
PYPL PayPal Holdings Inc. 0.68 Nová pozice 1,713,801 $86.07 $147,507,000 $79.07 -8.13% $66.39 $176.20
PODD Insulet Corp. 0.65 Nákup 21.38% 611,038 $229.40 $140,172,000 $294.15 28.23% $181.00 $320.00
KKR KKR & Co. L.P. 0.63 Nová pozice 3,177,089 $43.00 $136,615,000 $53.18 23.67% $41.53 $57.55
MOH Molina Healthcare Inc. 0.62 Prodej 14.41% 406,671 $329.84 $134,136,000 $297.45 -9.82% $249.78 $374.00
SE Sea Ltd 0.61 Nová pozice 2,362,871 $56.05 $132,439,000 $65.86 17.50% $40.67 $175.36
CRL Charles River Labs 0.60 Nákup 18.99% 658,478 $196.80 $129,588,000 $243.17 23.56% $181.36 $349.84
RCI Rogers Communications Inc. 0.60 Nová pozice 3,378,977 $38.52 $130,159,000 $48.90 26.95% $35.94 $62.94
NOW ServiceNow Inc. 0.57 Nákup 8.70% 323,368 $377.61 $122,107,000 $441.83 17.01% $337.00 $621.41
CTLT Catalent Inc. 0.56 Prodej 14.66% 1,673,755 $72.36 $121,113,000 $49.45 -31.66% $40.69 $115.34
INSP Inspire Medical Systems Inc. 0.52 Nákup 6.45% 633,572 $177.37 $112,377,000 $253.18 42.74% $142.74 $272.04
NTLA Intellia Therapeutics Inc. 0.49 Prodej 15.23% 1,889,067 $55.96 $105,712,000 $33.85 -39.51% $32.72 $104.87
ZI ZoomInfo Technologies Inc. 0.49 Nová pozice 2,512,177 $41.66 $104,657,000 $25.90 -37.83% $23.29 $51.86
RH RH 0.47 Nákup 3.36% 414,729 $246.07 $102,052,000 $299.17 21.58% $207.37 $441.67
BABA Alibaba Group Holdings 0.46 Nová pozice 1,246,400 $79.99 $99,700,000 $119.86 49.84% $58.01 $129.40
CDNS Cadence Design Systems 0.46 Nová pozice 605,539 $163.43 $98,963,000 $178.24 9.06% $132.32 $194.97
INBX Inhibrx 0.44 5,305,866 $17.95 $95,240,000 $24.19 34.76% $7.67 $34.72
ZLAB Zai Lab Ltd 0.41 Prodej 20.75% 2,614,817 $34.20 $89,427,000 $45.53 33.13% $20.98 $61.29
PGR Progressive Corp. 0.40 Prodej 18.32% 736,561 $116.21 $85,596,000 $127.63 9.83% $100.48 $135.45
LIN Linde plc 0.39 Nová pozice 311,600 $269.59 $84,004,000 $328.62 21.90% $261.56 $347.60
CLX Clorox Co. 0.36 Nová pozice 606,655 $128.39 $77,888,000 $142.56 11.04% $118.52 $176.81
BEKE KE Holdings Inc. 0.32 Prodej 62.59% 3,895,000 $17.52 $68,240,000 $19.13 9.19% $7.31 $23.28
APLS Apellis Pharmaceuticals Inc. 0.30 Nová pozice 932,441 $68.30 $63,686,000 $52.03 -23.82% $33.32 $70.00
RLYB Rallybio Corp. 0.28 4,194,777 $14.47 $60,698,000 $6.91 -52.25% $4.54 $15.89
AVTR Avantor arinc. 0.26 Prodej 53.01% 2,898,662 $19.60 $56,814,000 $23.02 17.45% $17.91 $38.83
RIVN Rivian Automotive Inc A 0.24 1,602,193 $32.91 $52,728,000 $16.23 -50.68% $15.28 $71.50
CRWD CrowdStrike Holdings Inc. 0.22 Nová pozice 284,329 $164.81 $46,860,000 $103.35 -37.29% $92.25 $242.00
EWTX Edgewise Therapeutics Inc. 0.20 Nákup 61.67% 4,409,146 $9.84 $43,386,000 $10.86 10.37% $5.41 $15.21
GLBE Global E Online Ltd 0.20 Prodej 48.25% 1,575,580 $26.76 $42,163,000 $25.09 -6.24% $15.63 $47.70
SWAV ShockWave Medical 0.20 Prodej 44.60% 157,327 $278.07 $43,748,000 $180.77 -34.99% $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 $20.32 152.74% $5.32 $26.49
DAWN Day One Biopharmaceuticals Inc. 0.14 Prodej 16.09% 1,558,563 $20.03 $31,218,000 $22.51 12.38% $5.44 $28.35
CBRE CBRE Group 0.13 Nová pozice 409,714 $67.51 $27,660,000 $84.29 24.86% $66.31 $106.60
DPZ Dominos Pizza Inc. 0.11 Nová pozice 74,968 $310.20 $23,255,000 $348.04 12.20% $298.50 $458.22
KNTE Kinnate Biopharma Inc. 0.10 1,820,462 $11.95 $21,755,000 $5.94 -50.29% $5.17 $15.86
UPST Upstart Holdings Inc. 0.10 Nová pozice 999,647 $20.79 $20,783,000 $17.28 -16.88% $12.01 $161.00
PHVS Pharvaris NV 0.09 Nákup 0.20% 2,496,923 $8.03 $20,050,000 $10.00 24.53% $1.77 $27.50
THC Tenet Healthcare Corp. 0.09 Nová pozice 383,510 $51.58 $19,781,000 $51.54 -0.08% $36.69 $92.65
MTCH Match Group Inc. 0.08 Nová pozice 381,750 $47.75 $18,229,000 $50.42 5.59% $38.64 $121.49
PEPG Pepgen Inc 0.08 1,793,923 $9.08 $16,289,000 $17.28 90.31% $4.32 $17.81
LVS Las Vegas Sands Corp. 0.07 Prodej 60.66% 379,551 $37.52 $14,241,000 $54.57 45.44% $28.88 $55.34
TALS Talaris Therapeutics Inc. 0.04 3,289,617 $2.63 $8,652,000 $1.29 -50.95% $0.89 $10.56
VSTM Verastem Inc. 0.04 9,224,000 $0.85 $7,840,000 $0.59 -30.59% $0.29 $2.13
LIAN Lianbio ADR 0.03 3,564,173 $1.99 $7,093,000 $2.61 31.16% $1.07 $6.24
TRVI Trevi Therapeutics Inc. 0.03 Nová pozice 4,400,000 $1.54 $6,776,000 $2.40 55.84% $0.46 $4.68