- Filed
- 2026-05-15
- Portfolio value
- $1,255,861,264
- Positions
- 11
| Ticker |
Change |
% of portfolio |
Shares |
Value |
|
ASML
history
|
−27% |
14.76% |
140,295 |
$185,305,845
|
|
AER
history
|
−8% |
12.27% |
1,123,489 |
$154,120,221
|
|
SUNB
history
|
NEW |
11.43% |
2,204,996 |
$143,523,190
|
|
APP
history
|
NEW |
10.04% |
316,952 |
$126,146,896
|
|
DHR
history
|
−30% |
8.76% |
580,240 |
$110,013,504
|
|
RPRX
history
|
+1% |
8.7% |
2,276,570 |
$109,207,063
|
|
SPGI
history
|
NEW |
7.54% |
222,683 |
$94,715,987
|
|
LYV
history
|
+1% |
7.38% |
607,609 |
$92,666,449
|
|
META
history
|
+1% |
7.37% |
161,683 |
$92,503,695
|
|
UBER
history
|
NEW |
6.24% |
1,090,281 |
$78,423,912
|
|
BKNG
history
|
+1% |
5.51% |
16,444 |
$69,234,502
|
|
AZO
history
|
SOLD |
— |
— |
—
|
|
GOOG(L)
history
|
SOLD |
— |
— |
—
|
|
194014502
history
|
SOLD |
— |
— |
—
|
