+53
New
53
Positions
| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 594918104 | Apr 2024 | 411,863 | $160.4M | 9.25% | EC |
| 2 | NVIDIA Corp | 67066G104 | Apr 2024 | 149,554 | $129.2M | 7.46% | EC |
| 3 | Amazon.com Inc | 023135106 | Apr 2024 | 637,524 | $111.6M | 6.44% | EC |
| 4 | Alphabet Inc | 02079K107 | Apr 2024 | 589,790 | $97.1M | 5.60% | EC |
| 5 | Meta Platforms Inc | 30303M102 | Apr 2024 | 192,281 | $82.7M | 4.77% | EC |
| 6 | Visa Inc | 92826C839 | Apr 2024 | 284,521 | $76.4M | 4.41% | EC |
| 7 | UnitedHealth Group Inc | 91324P102 | Apr 2024 | 108,405 | $52.4M | 3.03% | EC |
| 8 | Monster Beverage Corp | 61174X109 | Apr 2024 | 966,408 | $51.7M | 2.98% | EC |
| 9 | Costco Wholesale Corp | 22160K105 | Apr 2024 | 71,312 | $51.6M | 2.97% | EC |
| 10 | Eli Lilly & Co | 532457108 | Apr 2024 | 63,183 | $49.4M | 2.85% | EC |
| 11 | Vertex Pharmaceuticals Inc | 92532F100 | Apr 2024 | 121,252 | $47.6M | 2.75% | EC |
| 12 | Intuitive Surgical Inc | 46120E602 | Apr 2024 | 123,560 | $45.8M | 2.64% | EC |
| 13 | Copart Inc | 217204106 | Apr 2024 | 788,052 | $42.8M | 2.47% | EC |
| 14 | QUALCOMM Inc | 747525103 | Apr 2024 | 254,798 | $42.3M | 2.44% | EC |
| 15 | Netflix Inc | 64110L106 | Apr 2024 | 71,270 | $39.2M | 2.26% | EC |
| 16 | Arista Networks Inc | 040413106 | Apr 2024 | 145,041 | $37.2M | 2.15% | EC |
| 17 | Home Depot Inc/The | 437076102 | Apr 2024 | 98,212 | $32.8M | 1.89% | EC |
| 18 | Zoetis Inc | 98978V103 | Apr 2024 | 191,153 | $30.4M | 1.76% | EC |
| 19 | IDEXX Laboratories Inc | 45168D104 | Apr 2024 | 59,162 | $29.2M | 1.68% | EC |
| 20 | Chipotle Mexican Grill Inc | 169656105 | Apr 2024 | 8,727 | $27.6M | 1.59% | EC |
| 21 | Veeva Systems Inc | 922475108 | Apr 2024 | 136,555 | $27.1M | 1.56% | EC |
| 22 | Lululemon Athletica Inc | 550021109 | Apr 2024 | 71,840 | $25.9M | 1.49% | EC |
| 23 | Otis Worldwide Corp | 68902V107 | Apr 2024 | 270,204 | $24.6M | 1.42% | EC |
| 24 | Texas Instruments Inc | 882508104 | Apr 2024 | 137,130 | $24.2M | 1.40% | EC |
| 25 | Edwards Lifesciences Corp | 28176E108 | Apr 2024 | 285,689 | $24.2M | 1.40% | EC |
| 26 | Sherwin-Williams Co/The | 824348106 | Apr 2024 | 78,404 | $23.5M | 1.36% | EC |
| 27 | Motorola Solutions Inc | 620076307 | Apr 2024 | 67,553 | $22.9M | 1.32% | EC |
| 28 | Adobe, Inc. | 00724F101 | Apr 2024 | 47,384 | $21.9M | 1.27% | EC |
| 29 | NIKE Inc | 654106103 | Apr 2024 | 188,856 | $17.4M | 1.01% | EC |
| 30 | Fortinet Inc | 34959E109 | Apr 2024 | 275,733 | $17.4M | 1.01% | EC |
| 31 | Tractor Supply Co | 892356106 | Apr 2024 | 62,975 | $17.2M | 0.99% | EC |
| 32 | Broadcom Inc | 11135F101 | Apr 2024 | 12,178 | $15.8M | 0.91% | EC |
| 33 | Ferrari NV | 000000000 | Apr 2024 | 34,564 | $14.4M | 0.83% | EC |
| 34 | Verisk Analytics Inc | 92345Y106 | Apr 2024 | 65,848 | $14.4M | 0.83% | EC |
| 35 | ServiceNow Inc | 81762P102 | Apr 2024 | 20,700 | $14.4M | 0.83% | EC |
| 36 | Crowdstrike Holdings Inc | 22788C105 | Apr 2024 | 48,280 | $14.1M | 0.82% | EC |
| 37 | Cadence Design Systems Inc | 127387108 | Apr 2024 | 50,383 | $13.9M | 0.80% | EC |
| 38 | ASML Holding NV | 000000000 | Apr 2024 | 14,712 | $12.8M | 0.74% | EC |
| 39 | Synopsys Inc | 871607107 | Apr 2024 | 23,865 | $12.7M | 0.73% | EC |
| 40 | AMETEK Inc | 031100100 | Apr 2024 | 62,800 | $11.0M | 0.63% | EC |
| 41 | Mettler-Toledo International Inc | 592688105 | Apr 2024 | 8,846 | $10.9M | 0.63% | EC |
| 42 | Waters Corp | 941848103 | Apr 2024 | 34,228 | $10.6M | 0.61% | EC |
| 43 | Manhattan Associates Inc | 562750109 | Apr 2024 | 51,191 | $10.5M | 0.61% | EC |
| 44 | Align Technology Inc | 016255101 | Apr 2024 | 32,678 | $9.2M | 0.53% | EC |
| 45 | Trex Co Inc | 89531P105 | Apr 2024 | 102,850 | $9.1M | 0.53% | EC |
| 46 | Genmab A/S | 372303206 | Apr 2024 | 320,821 | $8.9M | 0.51% | EC |
| 47 | Amphenol Corp | 032095101 | Apr 2024 | 67,092 | $8.1M | 0.47% | EC |
| 48 | Entegris Inc | 29362U104 | Apr 2024 | 58,855 | $7.8M | 0.45% | EC |
| 49 | Celsius Holdings Inc | 15118V207 | Apr 2024 | 87,410 | $6.2M | 0.36% | EC |
| 50 | EPAM Systems Inc | 29414B104 | Apr 2024 | 25,673 | $6.0M | 0.35% | EC |
| 51 | On Holding AG | 000000000 | Apr 2024 | 143,040 | $4.5M | 0.26% | EC |
| 52 | Roper Technologies Inc | 776696106 | Apr 2024 | 8,466 | $4.3M | 0.25% | EC |
| 53 | CONTRA ABIOMED INC | 003CVR016 | Apr 2024 | 29,276 | $43K | 0.00% | DE |