CIK 1478735
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q3. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).
Computing…
Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.
| Industry group | Weight | Names |
|---|---|---|
| Software | 10.58% | 102 |
| Semiconductors & Semiconductor Equipment | 9.36% | 78 |
| Pharmaceuticals & Biotechnology | 7.22% | 263 |
| Specialty Retail | 6.76% | 77 |
| Commercial Services & Supplies | 6.27% | 79 |
| Technology Hardware & Equipment | 5.80% | 65 |
| Banks | 5.22% | 218 |
| Automobiles & Components | 3.53% | 38 |
| Insurance | 3.32% | 74 |
| Capital Markets | 3.30% | 50 |
| Software & IT Services | 3.20% | 79 |
| Health Care Equipment & Supplies | 3.15% | 64 |
| Unclassified | 2.54% | 183 |
| Aerospace & Defense | 2.19% | 24 |
| Equity Real Estate Investment Trusts (REITs) | 2.19% | 103 |
| Oil, Gas & Consumable Fuels | 2.08% | 58 |
| Machinery | 2.02% | 74 |
| Chemicals | 2.00% | 63 |
| Food Products | 1.90% | 29 |
| Metals & Mining | 1.75% | 77 |
| Diversified Telecommunication Services | 1.70% | 26 |
| Utilities | 1.47% | 50 |
| Road & Rail | 1.10% | 14 |
| Textiles, Apparel & Luxury Goods | 0.99% | 20 |
| Media & Entertainment | 0.97% | 29 |
| Electrical Equipment & Components | 0.89% | 12 |
| Hotels, Restaurants & Leisure | 0.87% | 32 |
| Health Care Providers & Services | 0.87% | 39 |
| Distributors | 0.77% | 38 |
| Airlines | 0.76% | 10 |
| Construction & Engineering | 0.73% | 31 |
| Communications Equipment | 0.73% | 13 |
| Paper & Forest Products | 0.63% | 16 |
| Marine | 0.52% | 18 |
| Professional Services | 0.40% | 21 |
| Media & Publishing | 0.39% | 10 |
| Entertainment | 0.26% | 10 |
| Diversified Consumer Services | 0.26% | 18 |
| Real Estate Management & Development | 0.23% | 27 |
| Transportation Infrastructure | 0.19% | 8 |
| Beverages | 0.18% | 10 |
| Tobacco | 0.17% | 3 |
| Construction Materials | 0.17% | 12 |
| Life Sciences Tools & Services | 0.13% | 16 |
| Agricultural Products | 0.07% | 8 |
| Food & Staples Retailing | 0.07% | 8 |
| Household Durables | 0.06% | 18 |
| Leisure Products | 0.06% | 10 |
| Coal & Consumable Fuels | 0.04% | 4 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | Information Technology | 3.25% |
| 2 | AAPL | Apple Inc. | Information Technology | 3.12% |
| 3 | MSFT | MICROSOFT CORP | Information Technology | 2.51% |
| 4 | AMZN | AMAZON COM INC | Consumer Discretionary | 2.23% |
| 5 | JPM | JPMORGAN CHASE & CO | Financials | 1.38% |
| 6 | MA | Mastercard Inc | Financials | 1.36% |
| 7 | MU | MICRON TECHNOLOGY INC | Information Technology | 1.29% |
| 8 | PLTR | Palantir Technologies Inc. | Information Technology | 1.27% |
| 9 | SCHW | SCHWAB CHARLES CORP | Financials | 1.22% |
| 10 | TSLA | Tesla, Inc. | Consumer Discretionary | 1.22% |
2151/2329 names classified · sector 97.8% of weight · industry 97.5% · mkt cap 92.2%; unclassified names shown, never dropped.
Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 97.8% of the book is sector-classified (unclassified names shown, never dropped).
Classified: 78.2% of book weight (1318/2281 names) · unclassified 21.8%: RBLX, TSM, ABNB, NET, RIVN, , NU, AER, GH, IONS +953 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.
No contribution data for this period.
| # | Security | Shares | Value | Weight | Δ QoQ |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 8,951,900 | $1.7B | 3.2% | ADD 9% |
| 2 | AAPLAPPLE INC | 5,896,700 | $1.6B | 3.1% | ADD 8% |
| 3 | MSFTMICROSOFT CORP | 2,673,180 | $1.3B | 2.5% | TRIM −9% |
| 4 | AMZNAMAZON COM INC | 4,979,120 | $1.1B | 2.2% | ADD 2% |
| 5 | JPMJPMORGAN CHASE & CO | 2,204,020 | $710M | 1.4% | TRIM −10% |
| 6 | MAMASTERCARD INCORPORATED | 1,227,980 | $701M | 1.4% | ADD 11% |
| 7 | MUMICRON TECHNOLOGY INC | 2,331,800 | $666M | 1.3% | TRIM −4% |
| 8 | PLTRPALANTIR TECHNOLOGIES INC | 3,674,200 | $653M | 1.3% | HOLD |
| 9 | SCHWSCHWAB CHARLES CORP | 6,283,895 | $628M | 1.2% | ADD 5% |
| 10 | TSLATESLA INC | 1,389,973 | $625M | 1.2% | ADD 70% |
| 11 | AMDADVANCED MICRO DEVICES INC | 2,900,140 | $621M | 1.2% | ADD 161% |
| 12 | ISRGINTUITIVE SURGICAL INC | 1,066,560 | $604M | 1.2% | TRIM −17% |
| 13 | BSXBOSTON SCIENTIFIC CORP | 6,298,460 | $601M | 1.2% | ADD 18% |
| 14 | LMTLOCKHEED MARTIN CORP | 1,223,160 | $592M | 1.2% | ADD 4% |
| 15 | ADBEADOBE INC | 1,668,528 | $584M | 1.1% | ADD 3% |
| 16 | TMUST-MOBILE US INC | 2,827,787 | $574M | 1.1% | ADD 30% |
| 17 | PGRPROGRESSIVE CORP | 2,457,800 | $560M | 1.1% | ADD 62% |
| 18 | RBLXROBLOX CORP | 6,507,141 | $527M | 1.0% | ADD 125% |
| 19 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,662,600 | $505M | 1.0% | ADD 319% |
| 20 | TJXTJX COS INC NEW | 3,282,598 | $504M | 1.0% | ADD 127% |
| 21 | ABNBAIRBNB INC | 3,706,100 | $503M | 1.0% | HOLD |
| 22 | REGNREGENERON PHARMACEUTICALS | 604,540 | $467M | 0.9% | TRIM −35% |
| 23 | NETCLOUDFLARE INC | 2,340,000 | $461M | 0.9% | ADD 53% |
| 24 | NOWSERVICENOW INC | 3,003,780 | $460M | 0.9% | ADD 69755% |
| 25 | ALNYALNYLAM PHARMACEUTICALS INC | 1,132,560 | $450M | 0.9% | ADD 27% |
| 26 | BMYBRISTOL-MYERS SQUIBB CO | 8,270,200 | $446M | 0.9% | ADD 75% |
| 27 | RIVNRIVIAN AUTOMOTIVE INC | 20,659,520 | $407M | 0.8% | ADD 45% |
| 28 | GMGENERAL MTRS CO | 4,906,915 | $399M | 0.8% | ADD 14% |
| 29 | UNPUNION PAC CORP | 1,446,501 | $335M | 0.7% | TRIM −9% |
| 30 | GOOGLALPHABET INC | 1,041,896 | $326M | 0.6% | TRIM −34% |
| 31 | GDDYGODADDY INC | 2,604,900 | $323M | 0.6% | ADD 21% |
| 32 | IBKRINTERACTIVE BROKERS GROUP IN | 4,597,600 | $296M | 0.6% | ADD 10% |
| 33 | LRCXLAM RESEARCH CORP | 1,682,400 | $288M | 0.6% | ADD 28% |
| 34 | COSTCOSTCO WHSL CORP NEW | 333,400 | $288M | 0.6% | TRIM −48% |
| 35 | FFORD MTR CO | 21,873,800 | $287M | 0.6% | ADD 1077% |
| 36 | NUNU HLDGS LTD | 16,269,800 | $272M | 0.5% | ADD 28% |
| 37 | SOFISoFi Technologies, Ince | 10,310,600 | $270M | 0.5% | ADD 23% |
| 38 | WCNWASTE CONNECTIONS INC | 1,522,150 | $267M | 0.5% | HOLD |
| 39 | VVISA INC | 749,460 | $263M | 0.5% | ADD 247% |
| 40 | TTDTHE TRADE DESK INC | 6,860,400 | $260M | 0.5% | ADD 536% |
| 41 | AERAERCAP HOLDINGS NV | 1,802,200 | $259M | 0.5% | TRIM −3% |
| 42 | RSGREPUBLIC SVCS INC | 1,176,300 | $249M | 0.5% | ADD 70% |
| 43 | KMBKIMBERLY-CLARK CORP | 2,442,100 | $246M | 0.5% | NEW |
| 44 | MRSHMARSH & MCLENNAN COS INC | 1,312,200 | $243M | 0.5% | HOLD |
| 45 | GHGUARDANT HEALTH INC | 2,382,300 | $243M | 0.5% | ADD 13% |
| 46 | CTASCINTAS CORP | 1,284,000 | $241M | 0.5% | ADD 265% |
| 47 | IONSIONIS PHARMACEUTICALS INC | 3,052,111 | $241M | 0.5% | ADD 47% |
| 48 | AMGNAMGEN INC | 735,880 | $241M | 0.5% | ADD 1102% |
| 49 | GEVGE VERNOVA INC | 353,780 | $231M | 0.4% | TRIM −59% |
| 50 | CBCHUBB LIMITED | 733,693 | $229M | 0.4% | TRIM −42% |
| 51 | MRNAMODERNA INC | 7,729,700 | $228M | 0.4% | ADD 14% |
| 52 | MSIMOTOROLA SOLUTIONS INC | 591,240 | $227M | 0.4% | ADD 2551% |
| 53 | MPCMARATHON PETE CORP | 1,361,200 | $221M | 0.4% | ADD 5% |
| 54 | WWAYFAIR INC | 2,056,700 | $207M | 0.4% | ADD 3% |
| 55 | VIKVIKING HOLDINGS LTD | 2,855,900 | $204M | 0.4% | TRIM −10% |
| 56 | MSCIMSCI INC | 341,040 | $196M | 0.4% | ADD 38% |
| 57 | SNDKSANDISK CORP | 816,000 | $194M | 0.4% | ADD 716% |
| 58 | ANETARISTA NETWORKS INC | 1,476,800 | $194M | 0.4% | ADD 48% |
| 59 | INTCINTEL CORP | 5,212,150 | $192M | 0.4% | TRIM −4% |
| 60 | TEAMATLASSIAN CORPORATION | 1,176,100 | $191M | 0.4% | TRIM −32% |
| 61 | NFLXNETFLIX INC | 2,029,230 | $190M | 0.4% | ADD 264% |
| 62 | MSMORGAN STANLEY | 1,069,000 | $190M | 0.4% | ADD 4% |
| 63 | SESEA LTD | 1,457,100 | $186M | 0.4% | ADD 19% |
| 64 | AALAMERICAN AIRLS GROUP INC | 12,066,900 | $185M | 0.4% | TRIM −6% |
| 65 | ROSTROSS STORES INC | 1,022,400 | $184M | 0.4% | NEW |
| 66 | ONON SEMICONDUCTOR CORP | 3,296,301 | $178M | 0.3% | ADD 28% |
| 67 | VLOVALERO ENERGY CORP | 1,074,800 | $175M | 0.3% | HOLD |
| 68 | HUBSHUBSPOT INC | 415,140 | $167M | 0.3% | TRIM −22% |
| 69 | FNVFRANCO NEV CORP | 803,300 | $167M | 0.3% | TRIM −16% |
| 70 | ROKUROKU INC | 1,529,800 | $166M | 0.3% | TRIM −3% |
| 71 | TAT&T INC | 6,634,200 | $165M | 0.3% | ADD 7231% |
| 72 | NYTNEW YORK TIMES CO | 2,363,800 | $164M | 0.3% | ADD 23% |
| 73 | ADCAGREE RLTY CORP | 2,258,287 | $163M | 0.3% | ADD 4% |
| 74 | AKAMAKAMAI TECHNOLOGIES INC | 1,841,000 | $161M | 0.3% | ADD 511% |
| 75 | AVGOBROADCOM INC | 463,850 | $161M | 0.3% | HOLD |
| 76 | ODFLOLD DOMINION FREIGHT LINE IN | 1,016,900 | $159M | 0.3% | TRIM −19% |
| 77 | HEIHEICO CORP NEW | 484,658 | $157M | 0.3% | TRIM −2% |
| 78 | CAGCONAGRA BRANDS INC | 9,044,000 | $157M | 0.3% | TRIM −6% |
| 79 | CPBTHE CAMPBELLS COMPANY | 5,403,400 | $151M | 0.3% | ADD 27% |
| 80 | AIR LEASE CORP | 2,343,400 | $151M | 0.3% | ADD 2351% |
| 81 | HRLHORMEL FOODS CORP | 6,321,200 | $150M | 0.3% | ADD 52% |
| 82 | PGPROCTER AND GAMBLE CO | 1,036,000 | $148M | 0.3% | TRIM −49% |
| 83 | PNWPINNACLE WEST CAP CORP | 1,658,191 | $147M | 0.3% | ADD 59% |
| 84 | FTNTFORTINET INC | 1,838,720 | $146M | 0.3% | ADD 3% |
| 85 | BRK.BBERKSHIRE HATHAWAY INC DEL | 287,200 | $144M | 0.3% | ADD 121% |
| 86 | COPCONOCOPHILLIPS | 1,478,778 | $138M | 0.3% | HOLD |
| 87 | CPNGCOUPANG INC | 5,725,100 | $135M | 0.3% | TRIM −46% |
| 88 | AMEAMETEK INC | 651,600 | $134M | 0.3% | ADD 67% |
| 89 | LNGCheniere Energy, Inc | 673,438 | $131M | 0.3% | TRIM −18% |
| 90 | CVNACARVANA CO | 309,275 | $131M | 0.3% | TRIM −61% |
| 91 | CATCATERPILLAR INC | 227,060 | $130M | 0.3% | TRIM −57% |
| 92 | TXNTEXAS INSTRS INC | 742,500 | $129M | 0.3% | ADD 6036% |
| 93 | CLXCLOROX CO DEL | 1,256,500 | $127M | 0.2% | TRIM −38% |
| 94 | CMECME GROUP INC | 462,820 | $126M | 0.2% | TRIM −49% |
| 95 | MCDMCDONALDS CORP | 411,240 | $126M | 0.2% | NEW |
| 96 | RKTROCKET COS INC | 6,327,242 | $122M | 0.2% | ADD 27% |
| 97 | RLRALPH LAUREN CORP | 344,840 | $122M | 0.2% | ADD 109% |
| 98 | VRSKVERISK ANALYTICS INC | 537,171 | $120M | 0.2% | ADD 141% |
| 99 | VTRVENTAS INC | 1,545,411 | $120M | 0.2% | ADD 1850% |
| 100 | NBIXNEUROCRINE BIOSCIENCES INC | 842,592 | $120M | 0.2% | ADD 466% |
| 101 | EQIXEQUINIX INC | 155,640 | $119M | 0.2% | ADD 1975% |
| 102 | HPEHEWLETT PACKARD ENTERPRISE C | 4,958,800 | $119M | 0.2% | NEW |
| 103 | AZNASTRAZENECA PLC | 1,272,600 | $117M | 0.2% | NEW |
| 104 | MOHMOLINA HEALTHCARE INC | 671,790 | $117M | 0.2% | ADD 220% |
| 105 | WMWASTE MGMT INC DEL | 524,300 | $115M | 0.2% | ADD 47% |
| 106 | BEBLOOM ENERGY CORP | 1,312,634 | $114M | 0.2% | TRIM −50% |
| 107 | ARGXARGENX SE | 135,500 | $114M | 0.2% | TRIM −3% |
| 108 | SWKSSKYWORKS SOLUTIONS INC | 1,790,100 | $114M | 0.2% | ADD 25% |
| 109 | KMXCARMAX INC | 2,908,400 | $112M | 0.2% | ADD 302% |
| 110 | METAMETA PLATFORMS INC | 165,980 | $110M | 0.2% | TRIM −82% |
| 111 | CCKCROWN HLDGS INC | 1,053,100 | $108M | 0.2% | ADD 98% |
| 112 | BBIOBRIDGEBIO PHARMA INC | 1,401,035 | $107M | 0.2% | TRIM −16% |
| 113 | CMGCHIPOTLE MEXICAN GRILL INC | 2,887,400 | $107M | 0.2% | ADD 3277% |
| 114 | LHXL3HARRIS TECHNOLOGIES INC | 354,180 | $104M | 0.2% | TRIM −35% |
| 115 | GISGENERAL MILLS INC | 2,232,361 | $104M | 0.2% | ADD 95% |
| 116 | DGDOLLAR GEN CORP | 773,799 | $103M | 0.2% | ADD 3% |
| 117 | HLTHILTON WORLDWIDE HLDGS INC | 348,080 | $100M | 0.2% | TRIM −10% |
| 118 | CHWYCHEWY INC | 2,977,600 | $98M | 0.2% | ADD 5% |
| 119 | KEYKEYCORP | 4,673,000 | $96M | 0.2% | ADD 115% |
| 120 | CAHCARDINAL HEALTH INC | 469,300 | $96M | 0.2% | ADD 2908% |
| 121 | FIVEFIVE BELOW INC | 508,499 | $96M | 0.2% | TRIM −21% |
| 122 | DECKDECKERS OUTDOOR CORP | 888,800 | $92M | 0.2% | ADD 417% |
| 123 | RIGTRANSOCEAN LTD | 22,213,154 | $92M | 0.2% | ADD 19% |
| 124 | BTGB2GOLD CORP | 20,243,680 | $91M | 0.2% | ADD 20% |
| 125 | TSNTYSON FOODS INC | 1,546,400 | $91M | 0.2% | ADD 30% |
| 126 | CNCCENTENE CORP DEL | 2,196,692 | $90M | 0.2% | TRIM −51% |
| 127 | NDAQNASDAQ INC | 921,900 | $90M | 0.2% | TRIM −43% |
| 128 | SJMSMUCKER J M CO | 895,292 | $88M | 0.2% | TRIM −40% |
| 129 | ALBALBEMARLE CORP | 614,100 | $87M | 0.2% | TRIM −25% |
| 130 | CCITIGROUP INC | 743,100 | $87M | 0.2% | ADD 712% |
| 131 | BACBANK AMERICA CORP | 1,540,300 | $85M | 0.2% | TRIM −87% |
| 132 | DOWDOW HLDGS INC | 3,611,200 | $84M | 0.2% | ADD 169% |
| 133 | PINSPINTEREST INC | 3,257,400 | $84M | 0.2% | ADD 1727% |
| 134 | ENPHENPHASE ENERGY INC | 2,631,109 | $84M | 0.2% | HOLD |
| 135 | UALUNITED AIRLS HLDGS INC | 748,600 | $84M | 0.2% | NEW |
| 136 | GGGGRACO INC | 1,014,700 | $83M | 0.2% | ADD 63% |
| 137 | BKNGBOOKING HOLDINGS INC | 15,300 | $82M | 0.2% | ADD 303% |
| 138 | SNAPSNAP INC | 10,026,377 | $81M | 0.2% | ADD 4% |
| 139 | WSOWATSCO INC | 234,580 | $79M | 0.2% | ADD 293% |
| 140 | ARMARM HOLDINGS PLC | 712,100 | $78M | 0.2% | ADD 361% |
| 141 | POSTPOST HLDGS INC | 785,615 | $78M | 0.2% | ADD 314% |
| 142 | FCXFREEPORT MCMORAN INC | 1,531,400 | $78M | 0.2% | ADD 994% |
| 143 | MORNMORNINGSTAR INC | 354,200 | $77M | 0.1% | ADD 120% |
| 144 | AMTAMERICAN TOWER CORP | 432,300 | $76M | 0.1% | ADD 103% |
| 145 | CFCF INDS HLDGS INC | 978,500 | $76M | 0.1% | ADD 50% |
| 146 | CLHCLEAN HARBORS INC | 321,500 | $75M | 0.1% | ADD 36% |
| 147 | FIGFIGMA INC | 2,009,700 | $75M | 0.1% | ADD 608% |
| 148 | RUNSUNRUN INC | 4,073,795 | $75M | 0.1% | ADD 69% |
| 149 | VKTXVIKING THERAPEUTICS INC | 2,129,228 | $75M | 0.1% | ADD 37% |
| 150 | BBDBANCO BRADESCO S A | 22,115,920 | $74M | 0.1% | TRIM −42% |
| 151 | BTIBRITISH AMERN TOB PLC | 1,282,400 | $73M | 0.1% | ADD 25% |
| 152 | JNJJOHNSON & JOHNSON | 350,509 | $73M | 0.1% | TRIM −85% |
| 153 | NTRANATERA INC | 307,700 | $70M | 0.1% | ADD 218% |
| 154 | LENLENNAR CORP | 676,725 | $70M | 0.1% | ADD 215% |
| 155 | ZIONZIONS BANCORPORATION N A | 1,182,100 | $69M | 0.1% | ADD 207% |
| 156 | INSMINSMED INC | 395,000 | $69M | 0.1% | ADD 670% |
| 157 | BKHBLACK HILLS CORP | 978,200 | $68M | 0.1% | ADD 740% |
| 158 | PCTYPAYLOCITY HLDG CORP | 442,100 | $67M | 0.1% | ADD 46% |
| 159 | ACGLARCH CAP GROUP LTD | 688,900 | $66M | 0.1% | TRIM −37% |
| 160 | GAPGAP INC | 2,572,500 | $66M | 0.1% | ADD 117% |
| 161 | EXLSEXLSERVICE HOLDINGS INC | 1,551,400 | $66M | 0.1% | ADD 4% |
| 162 | IDAIDACORP INC | 513,900 | $65M | 0.1% | ADD 186% |
| 163 | EIXEDISON INTL | 1,062,501 | $64M | 0.1% | TRIM −21% |
| 164 | ALABASTERA LABS INC | 376,598 | $63M | 0.1% | TRIM −66% |
| 165 | CHDCHURCH & DWIGHT CO INC | 728,700 | $61M | 0.1% | ADD 762% |
| 166 | OHIOMEGA HEALTHCARE INVS INC | 1,341,500 | $59M | 0.1% | ADD 157% |
| 167 | HONHONEYWELL INTL INC | 303,800 | $59M | 0.1% | TRIM −69% |
| 168 | BCEBCE INC | 2,440,700 | $58M | 0.1% | ADD 56% |
| 169 | VRSNVERISIGN INC | 239,215 | $58M | 0.1% | ADD 397% |
| 170 | BBARRICK MNG CORP | 1,332,700 | $58M | 0.1% | ADD 111% |
| 171 | HPQHP INC | 2,599,200 | $58M | 0.1% | NEW |
| 172 | KVYOKLAVIYO INC | 1,782,500 | $58M | 0.1% | ADD 15% |
| 173 | LITELUMENTUM HLDGS INC | 153,800 | $57M | 0.1% | ADD 38% |
| 174 | PAGPPLAINS GP HLDGS L P | 2,889,241 | $55M | 0.1% | TRIM −13% |
| 175 | TOLTOLL BROTHERS INC | 406,000 | $55M | 0.1% | ADD 65% |
| 176 | RHRH | 305,000 | $55M | 0.1% | ADD 27% |
| 177 | GEGE AEROSPACE | 177,073 | $55M | 0.1% | NEW |
| 178 | FOXAFOX CORP | 735,500 | $54M | 0.1% | ADD 38% |
| 179 | LTHLIFE TIME GROUP HOLDINGS INC | 1,956,300 | $52M | 0.1% | ADD 32% |
| 180 | EMNEASTMAN CHEM CO | 810,101 | $52M | 0.1% | ADD 51% |
| 181 | ALCALCON AG | 648,939 | $51M | 0.1% | ADD 200% |
| 182 | DXCMDEXCOM | 748,076 | $50M | 0.1% | ADD 94% |
| 183 | LYFTLYFT INC | 2,536,206 | $49M | 0.1% | ADD 35% |
| 184 | OCOWENS CORNING NEW | 436,400 | $49M | 0.1% | ADD 219% |
| 185 | DCIDONALDSON INC | 546,622 | $48M | 0.1% | ADD 745% |
| 186 | FLNCFLUENCE ENERGY INC | 2,444,900 | $48M | 0.1% | ADD 89% |
| 187 | VEEVVEEVA SYS INC | 216,160 | $48M | 0.1% | TRIM −46% |
| 188 | AITAPPLIED INDL TECHNOLOGIES IN | 186,720 | $48M | 0.1% | ADD 171% |
| 189 | CLCOLGATE PALMOLIVE CO | 604,400 | $48M | 0.1% | TRIM −57% |
| 190 | BFAMBRIGHT HORIZONS FAM SOL IN D | 468,100 | $47M | 0.1% | ADD 161% |
| 191 | TCOMTRIP COM GROUP LTD | 655,400 | $47M | 0.1% | ADD 48% |
| 192 | MBLYMOBILEYE GLOBAL INC | 4,511,600 | $47M | 0.1% | HOLD |
| 193 | DTMDT MIDSTREAM INC | 390,100 | $47M | 0.1% | ADD 318% |
| 194 | DBXDROPBOX INC | 1,669,300 | $46M | 0.1% | ADD 326% |
| 195 | DHID R HORTON INC | 320,900 | $46M | 0.1% | NEW |
| 196 | TAPMOLSON COORS BEVERAGE CO | 983,041 | $46M | 0.1% | ADD 1528% |
| 197 | DELLDELL TECHNOLOGIES INC | 361,500 | $46M | 0.1% | ADD 28% |
| 198 | BABOEING CO | 209,117 | $45M | 0.1% | NEW |
| 199 | SFDSMITHFIELD FOODS INC | 2,031,000 | $45M | 0.1% | ADD 18% |
| 200 | KBHKB HOME | 796,200 | $45M | 0.1% | ADD 51% |
Where this firm's principals came from and which firms its alumni went on to found.