Liontrust Investment Partners LLP Diversified Active

Location: London, United Kingdom

CIK: 0001544204 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 20, 2026

Total Value: $5.858B (100.0% shares, 0.0% debt)

Holdings (196)

New Positions (45)

ASTRAZENECA PLC 5.4%
Value $316M Shares 1,633,436 Est. Cost $193.72 Unrealized
DEUTSCHE BANK AG 3.0%
Value $177M Shares 6,133,102 Est. Cost $28.94 Unrealized
SPOTIFY TECHNOLOGY SA 1.8%
Value $105M Shares 216,783 Est. Cost $484.91 Unrealized
ALCON AG 1.6%
Value $95.45M Shares 1,294,335 Est. Cost $73.75 Unrealized
UBS GROUP AG 1.6%
Value $94.03M Shares 2,458,659 Est. Cost $38.24 Unrealized
LINDE PLC 1.6%
Value $92.46M Shares 186,500 Est. Cost $495.76 Unrealized
TOTALENERGIES 1.5%
Value $88.4M Shares 948,204 Est. Cost $93.22 Unrealized
FERGUSON ENTERPRISES INC 1.2%
Value $70.1M Shares 305,144 Est. Cost $229.72 Unrealized
NEBIUS NV CLASS A 0.8%
Value $46.69M Shares 450,000 Est. Cost $103.76 Unrealized
SUNBELT RENTALS HOLDINGS INC 0.7%
Value $42.59M Shares 679,916 Est. Cost $62.64 Unrealized
SEAGATE TECHNOLOGY HOLDINGS PLC 0.4%
Value $24.8M Shares 63,295 Est. Cost $391.76 Unrealized
CAT CATERPILLAR INC 0.3%
Value $17.94M Shares 25,328 Est. Cost $684.39 Unrealized 0.0%
CREDICORP LTD 0.3%
Value $16.63M Shares 49,038 Est. Cost $339.18 Unrealized
TXN TEXAS INSTRUMENT INC 0.2%
Value $13.06M Shares 67,251 Est. Cost $206.27 Unrealized 0.0%
NU HOLDINGS LTD CLASS A 0.2%
Value $11.92M Shares 829,847 Est. Cost $14.37 Unrealized
SNDK SANDISK CORP 0.2%
Value $11.89M Shares 18,718 Est. Cost $516.50 Unrealized 0.0%
BAM BROOKFIELD ASSET MANAGEMENT VOTING 0.2%
Value $11.16M Shares 251,090 Est. Cost $51.45 Unrealized 0.0%
URI UNITED RENTALS INC 0.2%
Value $11.04M Shares 15,154 Est. Cost $882.83 Unrealized 0.0%
BKR BAKER HUGHES CLASS A 0.2%
Value $10.62M Shares 173,957 Est. Cost $56.08 Unrealized 0.0%
CREDO TECHNOLOGY GROUP HOLDING LTD 0.2%
Value $10.52M Shares 112,032 Est. Cost $93.87 Unrealized
FIREFLY AEROSPACE INC 0.1%
Value $8.68M Shares 304,890 Est. Cost $28.47 Unrealized
FERRARI NV 0.1%
Value $7.359M Shares 22,101 Est. Cost $332.99 Unrealized
LINDE PLC 0.1%
Value $5.996M Shares 12,063 Est. Cost $497.06 Unrealized
SLB SLB NV 0.1%
Value $5.987M Shares 116,510 Est. Cost $48.30 Unrealized 0.0%
HAL HALLIBURTON 0.1%
Value $5.891M Shares 151,088 Est. Cost $33.54 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.1%
Value $5.172M Shares 16,257 Est. Cost $316.17 Unrealized 0.0%
QIAGEN NV 0.1%
Value $4.924M Shares 122,989 Est. Cost $40.03 Unrealized
BE BLOOM ENERGY CLASS A CORP 0.1%
Value $4.777M Shares 35,255 Est. Cost $144.65 Unrealized 0.0%
ERMENEGILDO ZEGNA NV 0.1%
Value $4.616M Shares 443,035 Est. Cost $10.42 Unrealized
ICON PLC 0.1%
Value $4.549M Shares 41,110 Est. Cost $110.66 Unrealized
EATON PLC 0.1%
Value $3.974M Shares 11,110 Est. Cost $357.67 Unrealized
ANET ARISTA NETWORKS INC 0.1%
Value $3.51M Shares 28,591 Est. Cost $135.05 Unrealized 0.0%
XP CLASS A INC 0.0%
Value $2.648M Shares 139,069 Est. Cost $19.04 Unrealized
FABRINET 0.0%
Value $2.414M Shares 4,629 Est. Cost $521.52 Unrealized
UCTT ULTRA CLEAN HOLDINGS INC 0.0%
Value $2.411M Shares 38,773 Est. Cost $46.90 Unrealized 0.0%
TRANE TECHNOLOGIES PLC 0.0%
Value $2.116M Shares 5,077 Est. Cost $416.74 Unrealized
NOMAD FOODS LTD 0.0%
Value $1.854M Shares 192,916 Est. Cost $9.61 Unrealized
TOWER SEMICONDUCTOR LTD 0.0%
Value $1.346M Shares 7,672 Est. Cost $175.48 Unrealized
ADECOAGRO SA 0.0%
Value $1.144M Shares 76,190 Est. Cost $15.02 Unrealized
SHOPIFY SUBORDINATE VOTING INC CLA 0.0%
Value $971K Shares 8,206 Est. Cost $118.28 Unrealized
EC ECOPETROL ADR REPRESENTING SA 0.0%
Value $839K Shares 56,000 Est. Cost $14.99 Unrealized
DELL DELL TECHNOLOGIES INC CLASS C 0.0%
Value $653K Shares 3,977 Est. Cost $119.03 Unrealized 0.0%
YUM CHINA HOLDINGS INC 0.0%
Value $408K Shares 8,300 Est. Cost $49.16 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value $360K Shares 3,137 Est. Cost $95.71 Unrealized 0.0%
INTER AND CO INC CLASS A 0.0%
Value $151K Shares 19,000 Est. Cost $7.96 Unrealized

Increased Positions (47)

TSM TAIWAN SEMICONDUCTOR MANUFACTURING 3.0%
Value $176M (+257.2%) Shares 520,558 (+221.2%) Est. Cost $1359.06 Unrealized
AVGO BROADCOM INC 3.3%
Value $192M (+117.8%) Shares 619,552 (+143.6%) Est. Cost $273.53 Unrealized +22.2%
EXC EXELON CORP 1.7%
Value $101M (+3448.7%) Shares 2,059,053 (+3055.6%) Est. Cost $45.03 Unrealized +0.2%
WAT WATERS CORP 1.5%
Value $89M (+4020.9%) Shares 298,855 (+5156.0%) Est. Cost $365.57 Unrealized +0.4%
ARM ARM HOLDINGS AMERICAN DEPOSITARY S 0.9%
Value $52.55M (+231.7%) Shares 347,339 (+139.7%) Est. Cost $141.09 Unrealized
MPWR MONOLITHIC POWER SYSTEMS INC 1.3%
Value $77.92M (+56.5%) Shares 71,266 (+29.7%) Est. Cost $985.42 Unrealized +12.1%
IR INGERSOLL RAND INC 1.7%
Value $97.75M (+20.5%) Shares 1,220,028 (+19.2%) Est. Cost $80.96 Unrealized +11.7%
CIEN CIENA CORP 0.5%
Value $31.9M (+93.1%) Shares 82,167 (+16.3%) Est. Cost $204.78 Unrealized +32.3%
AMAT APPLIED MATERIAL INC 0.6%
Value $33.33M (+55.6%) Shares 97,521 (+17.0%) Est. Cost $198.32 Unrealized +64.7%
LITE LUMENTUM HOLDINGS INC 0.3%
Value $15.17M (+139.8%) Shares 21,580 (+25.8%) Est. Cost $299.89 Unrealized +55.8%
GS GOLDMAN SACHS GROUP INC 0.1%
Value $8.123M (+965.9%) Shares 9,602 (+1007.5%) Est. Cost $921.83 Unrealized +1.2%
AMZN AMAZON COM INC 0.6%
Value $35.13M (+26.5%) Shares 168,670 (+40.2%) Est. Cost $159.20 Unrealized +42.5%
MU MICRON TECHNOLOGY INC 0.4%
Value $25.94M (+37.7%) Shares 76,796 (+16.4%) Est. Cost $147.76 Unrealized +161.9%
LLY ELI LILLY 0.5%
Value $28.29M (+25.5%) Shares 30,753 (+46.7%) Est. Cost $815.95 Unrealized +28.3%
AAPL APPLE INC 0.7%
Value $41.25M (+14.7%) Shares 162,533 (+22.9%) Est. Cost $227.17 Unrealized +15.7%
APP APPLOVIN CORP CLASS A 0.1%
Value $8.068M (-39.5%) Shares 20,272 (+2.5%) Est. Cost $469.50 Unrealized +8.0%
BDX BECTON DICKINSON 1.7%
Value $101M (-4.4%) Shares 645,308 (+18.0%) Est. Cost $210.13 Unrealized -20.1%
CTAS CINTAS CORP 1.8%
Value $106M (+4.6%) Shares 624,600 (+16.3%) Est. Cost $188.86 Unrealized +2.4%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value $13.34M (+52.3%) Shares 265,708 (+23.5%) Est. Cost $41.19 Unrealized +6.4%
PLTR PALANTIR TECHNOLOGIES INC CLASS A 0.1%
Value $7.369M (+133.4%) Shares 50,377 (+183.6%) Est. Cost $125.68 Unrealized +22.7%
TMUS T MOBILE US INC 0.2%
Value $12.06M (+51.0%) Shares 57,402 (+46.0%) Est. Cost $227.94 Unrealized -12.1%
ALAB ASTERA LABS INC 0.2%
Value $11.54M (+30.9%) Shares 105,270 (+98.7%) Est. Cost $140.39 Unrealized +12.3%
CRWV COREWEAVE INC CLASS A 0.2%
Value $9.897M (+34.3%) Shares 127,752 (+24.1%) Est. Cost $105.80 Unrealized -13.5%
CRK COMSTOCK RESOURCES INC 0.0%
Value $2.718M (+789.3%) Shares 128,938 (+877.8%) Est. Cost $21.48 Unrealized -0.3%
IDXX IDEXX LABORATORIES INC 1.7%
Value $99.64M (-2.3%) Shares 177,337 (+17.6%) Est. Cost $469.68 Unrealized +42.7%
NVDA NVIDIA CORP 1.8%
Value $106M (+2.0%) Shares 609,786 (+9.1%) Est. Cost $103.31 Unrealized +80.6%
MELI MERCADOLIBRE INC 0.4%
Value $23.92M (+8.2%) Shares 13,836 (+26.1%) Est. Cost $1484.56 Unrealized +39.2%
COIN COINBASE GLOBAL INC CLASS A 0.1%
Value $8.587M (-13.2%) Shares 49,179 (+12.4%) Est. Cost $267.31 Unrealized -25.0%
CART MAPLEBEAR INC 0.1%
Value $8.235M (+17.0%) Shares 219,822 (+40.5%) Est. Cost $43.79 Unrealized -12.7%
META META PLATFORMS INC CLASS A 0.6%
Value $37.14M (-2.3%) Shares 64,913 (+12.8%) Est. Cost $426.41 Unrealized +53.7%
CSGP COSTAR GROUP INC 0.0%
Value $1.414M (-25.7%) Shares 35,058 (+23.8%) Est. Cost $72.32 Unrealized -21.3%
CRWD CROWDSTRIKE HOLDINGS INC CLASS A 0.3%
Value $15.25M (-2.9%) Shares 39,065 (+16.6%) Est. Cost $373.58 Unrealized +15.4%
MS MORGAN STANLEY 0.2%
Value $11.42M (+4.1%) Shares 69,423 (+12.3%) Est. Cost $102.44 Unrealized +75.4%
TRUP TRUPANION INC 0.0%
Value $1.553M (-15.2%) Shares 60,650 (+23.8%) Est. Cost $31.57 Unrealized +1.8%
IQV IQVIA HOLDINGS INC 0.2%
Value $10.9M (+2.5%) Shares 63,928 (+35.5%) Est. Cost $215.63 Unrealized -2.5%
SQM SOCIEDAD QUIMICA Y MINERA DE CHILE 0.0%
Value $1.194M (+23.9%) Shares 14,747 (+5.3%) Est. Cost $46.65 Unrealized
SIFY SIFY TECHNOLOGIES AMERICAN DEPOSIT 0.0%
Value $1.728M (+11.4%) Shares 135,109 (+6.2%) Est. Cost $12.22 Unrealized
IBN ICICI BANK ADR REP LTD 0.1%
Value $8.274M (-2.0%) Shares 319,452 (+12.7%) Est. Cost $32.52 Unrealized
BVN BUENAVENTURA ADR REPRESENTING 0.0%
Value $469K (+40.3%) Shares 13,000 (+8.3%) Est. Cost $17.58 Unrealized
VNET VNET GROUP ADR INC 0.0%
Value $478K (+38.9%) Shares 56,929 (+40.1%) Est. Cost $8.54 Unrealized
HSAI HESAI AMERICAN DEPOSITARY SHARE EA 0.1%
Value $3.149M (+3.3%) Shares 164,684 (+21.0%) Est. Cost $21.83 Unrealized
ABNB AIRBNB INC CLASS A 0.2%
Value $9.752M (+0.6%) Shares 77,227 (+8.1%) Est. Cost $139.85 Unrealized -7.5%
BRKR BRUKER CORP 0.0%
Value $139K (+63.6%) Shares 3,844 (+113.3%) Est. Cost $47.32 Unrealized -4.1%
ADBE ADOBE INC 0.0%
Value $816K (-5.3%) Shares 3,358 (+36.3%) Est. Cost $420.95 Unrealized -31.1%
ZTS ZOETIS INC CLASS A 0.0%
Value $2.475M (-1.0%) Shares 20,935 (+5.3%) Est. Cost $130.05 Unrealized -3.1%
DORM DORMAN PRODUCTS INC 0.0%
Value $222K (-8.8%) Shares 2,123 (+7.6%) Est. Cost $141.71 Unrealized -10.7%
BSY BENTLEY SYSTEMS INC CLASS B 0.0%
Value $258K (-1.2%) Shares 7,349 (+7.4%) Est. Cost $43.82 Unrealized -17.6%

Exited Positions (53)

DB DEUTSCHE BANK AG 3.8%
Value $222M Shares 5,702,338 Est. Cost $27.17 Unrealized +40.0%
SPOT SPOTIFY TECHNOLOGY SA 2.3%
Value $134M Shares 231,585 Est. Cost $641.84 Unrealized -22.5%
BKNG BOOKING HOLDINGS INC 1.9%
Value $114M Shares 21,325 Est. Cost $4629.08 Unrealized +3.3%
ALC ALCON AG 1.9%
Value $113M Shares 1,411,358 Est. Cost $87.28 Unrealized -7.8%
UBS UBS GROUP AG 1.8%
Value $104M Shares 2,233,585 Est. Cost $31.40 Unrealized +45.1%
A AGILENT TECHNOLOGIES INC 1.6%
Value $96.04M Shares 705,794 Est. Cost $124.50 Unrealized +8.2%
TTE TOTALENERGIES 1.0%
Value $56.24M Shares 861,493 Est. Cost $63.23 Unrealized +13.1%
NBIS NEBIUS NV CLASS A 0.7%
Value $39.21M Shares 468,424 Est. Cost $37.15 Unrealized +159.5%
QCOM QUALCOMM INC 0.6%
Value $34.76M Shares 203,228 Est. Cost $170.79 Unrealized -9.9%
CHKP CHECK POINT SOFTWARE TECHNOLOGIES 0.4%
Value $26.05M Shares 140,360 Est. Cost $220.02 Unrealized -19.8%
BX BLACKSTONE INC 0.4%
Value $25.65M Shares 166,425 Est. Cost $159.49 Unrealized -11.7%
CRDO CREDO TECHNOLOGY GROUP HOLDING LTD 0.4%
Value $21.98M Shares 152,750 Est. Cost $112.53 Unrealized +16.7%
BEP BROOKFIELD RENEWABLE PARTNERS NON 0.4%
Value $21.21M Shares 786,251 Est. Cost $25.51 Unrealized
STX SEAGATE TECHNOLOGY HOLDINGS PLC 0.4%
Value $20.89M Shares 75,843 Est. Cost $102.43 Unrealized +267.5%
ETN EATON PLC 0.3%
Value $18.26M Shares 57,317 Est. Cost $321.45 Unrealized +10.0%
JPM JPMORGAN CHASE & CO 0.3%
Value $16.12M Shares 50,027 Est. Cost $297.59 Unrealized +4.6%
MRVL MARVELL TECHNOLOGY INC 0.3%
Value $15.74M Shares 185,171 Est. Cost $87.46 Unrealized -7.3%
BAP CREDICORP LTD 0.2%
Value $14.36M Shares 50,034 Est. Cost $198.26 Unrealized +69.9%
NU NU HOLDINGS LTD CLASS A 0.2%
Value $13.28M Shares 793,271 Est. Cost $13.96 Unrealized +24.2%
RACE FERRARI NV 0.2%
Value $11.83M Shares 31,602 Est. Cost $457.69 Unrealized -22.1%
MCO MOODYS CORP 0.2%
Value $11.36M Shares 22,230 Est. Cost $474.38 Unrealized +3.2%
TEAM ATLASSIAN CORP CLASS A 0.2%
Value $10.78M Shares 66,467 Est. Cost $193.00 Unrealized -41.3%
COST COSTCO WHOLESALE CORP 0.2%
Value $10.06M Shares 11,662 Est. Cost $674.75 Unrealized +42.8%
PYPL PAYPAL HOLDINGS INC 0.2%
Value $9.738M Shares 166,802 Est. Cost $167.64 Unrealized -70.1%
OXY OCCIDENTAL PETROLEUM CORP 0.2%
Value $8.925M Shares 217,039 Est. Cost $41.55 Unrealized +9.4%
ELV ELEVANCE HEALTH INC 0.2%
Value $8.819M Shares 25,157 Est. Cost $400.78 Unrealized -12.3%
ICLR ICON PLC 0.1%
Value $7.984M Shares 43,817 Est. Cost $141.84 Unrealized +10.2%
MICC MAGNUM ICE CREAM NV 0.1%
Value $6.976M Shares 440,432 Est. Cost $15.68 Unrealized +7.2%
PSTG PURE STORAGE INC CLASS A 0.1%
Value $6.854M Shares 102,283 Est. Cost $60.03 Unrealized +18.2%
DOCS DOXIMITY INC CLASS A 0.1%
Value $6.465M Shares 146,004 Est. Cost $56.36 Unrealized -37.9%
TCOM TRIP COM GROUP ADR LTD 0.1%
Value $6.3M Shares 87,610 Est. Cost $37.67 Unrealized
QIAGEN NV 0.1%
Value $6.295M Shares 137,953 Est. Cost $47.99 Unrealized
KVYO KLAVIYO INC SERIES A 0.1%
Value $6.285M Shares 193,578 Est. Cost $33.94 Unrealized -32.8%
FN FABRINET 0.1%
Value $5.285M Shares 11,608 Est. Cost $435.01 Unrealized +13.2%
PCOR PROCORE TECHNOLOGIES INC 0.1%
Value $4.8M Shares 65,982 Est. Cost $66.96 Unrealized -10.0%
WMT WALMART INC 0.1%
Value $4.534M Shares 40,694 Est. Cost $93.08 Unrealized +31.1%
PDD PDD HOLDINGS ADS INC 0.1%
Value $4.126M Shares 36,392 Est. Cost $99.07 Unrealized
AFRM AFFIRM HOLDINGS INC CLASS A 0.1%
Value $4.075M Shares 54,743 Est. Cost $63.73 Unrealized +1.5%
LIN LINDE PLC 0.1%
Value $3.972M Shares 9,316 Est. Cost $427.28 Unrealized +7.7%
XP XP CLASS A INC 0.1%
Value $3.793M Shares 231,700 Est. Cost $17.61 Unrealized +9.9%
ONON ON HOLDING AG CLASS A 0.1%
Value $3.537M Shares 76,091 Est. Cost $50.28 Unrealized -7.8%
SANM SANMINA CORP 0.1%
Value $3.152M Shares 21,006 Est. Cost $147.61 Unrealized +6.2%
NOMD NOMAD FOODS LTD 0.0%
Value $2.863M Shares 228,817 Est. Cost $16.12 Unrealized -23.3%
MNTN MNTN INC CLASS A 0.0%
Value $2.675M Shares 224,071 Est. Cost $22.86 Unrealized -55.0%
FLY FIREFLY AEROSPACE INC 0.0%
Value $2.552M Shares 114,099 Est. Cost $34.81 Unrealized -27.5%
TT TRANE TECHNOLOGIES PLC 0.0%
Value $1.437M Shares 3,691 Est. Cost $392.99 Unrealized +7.4%
TBBB BBB FOODS INC CLASS A 0.0%
Value $401K Shares 12,000 Est. Cost $29.90 Unrealized +19.1%
INTR INTER AND CO INC CLASS A 0.0%
Value $271K Shares 32,000 Est. Cost $8.73 Unrealized +1.5%
LTM LATAM AIRLINES GROUP AMERICAN DEPO 0.0%
Value $217K Shares 4,026 Est. Cost $32.52 Unrealized
AU ANGLOGOLD ASHANTI PLC 0.0%
Value $214K Shares 2,478 Est. Cost $54.92 Unrealized +88.7%
VIPS VIPSHOP HOLDINGS SPONSORED ADS REP 0.0%
Value $159K Shares 9,000 Est. Cost $17.69 Unrealized
MORN MORNINGSTAR INC 0.0%
Value $94,747 Shares 436 Est. Cost $221.00 Unrealized -13.9%
FRMM ETHZILLA CORP 0.0%
Value $71,682 Shares 14,629 Est. Cost $14.11 Unrealized -69.4%

Decreased Positions (93)

MSFT MICROSOFT CORP 0.8%
Value $45.81M (-79.9%) Shares 123,767 (-73.7%) Est. Cost $361.12 Unrealized +20.3%
GOOGL ALPHABET INC CLASS A 3.1%
Value $184M (-39.0%) Shares 641,053 (-33.6%) Est. Cost $113.18 Unrealized +185.7%
PCTY PAYLOCITY HOLDING CORP 0.0%
Value $447K (-99.5%) Shares 4,137 (-99.3%) Est. Cost $183.48 Unrealized -29.5%
TMO THERMO FISHER SCIENTIFIC INC 2.2%
Value $128M (-39.4%) Shares 260,666 (-28.6%) Est. Cost $508.64 Unrealized +13.0%
MASI MASIMO CORP 0.1%
Value $3.582M (-95.6%) Shares 20,138 (-96.8%) Est. Cost $182.70 Unrealized -20.6%
CDNS CADENCE DESIGN SYSTEMS INC 1.7%
Value $102M (-42.3%) Shares 368,175 (-35.0%) Est. Cost $143.26 Unrealized +111.7%
FERG FERGUSON ENTERPRISES INC 0.0%
Value $1.863M (-97.5%) Shares 7,986 (-97.7%) Est. Cost $182.29 Unrealized +37.7%
PTC PTC INC 0.9%
Value $50.48M (-50.6%) Shares 354,266 (-39.6%) Est. Cost $127.23 Unrealized +26.5%
ISRG INTUITIVE SURGICAL INC 2.1%
Value $122M (-26.7%) Shares 264,963 (-10.0%) Est. Cost $340.76 Unrealized +52.9%
INTU INTUIT INC 1.1%
Value $66.67M (-39.0%) Shares 154,184 (-6.6%) Est. Cost $428.66 Unrealized +16.1%
TTAN SERVICETITAN INC CLASS A 0.6%
Value $35.4M (-48.2%) Shares 557,852 (-13.1%) Est. Cost $103.39 Unrealized -21.9%
ECL ECOLAB INC 1.7%
Value $99.17M (-24.7%) Shares 372,775 (-25.7%) Est. Cost $205.84 Unrealized +39.1%
ZS ZSCALER INC 0.5%
Value $26.56M (-54.4%) Shares 189,315 (-26.9%) Est. Cost $282.25 Unrealized -31.5%
NDAQ NASDAQ INC 1.9%
Value $110M (-20.0%) Shares 1,297,206 (-8.5%) Est. Cost $53.60 Unrealized +71.2%
ADSK AUTODESK INC 1.3%
Value $78.62M (-25.9%) Shares 328,394 (-8.3%) Est. Cost $275.44 Unrealized -7.9%
MA MASTERCARD INC CLASS A 2.0%
Value $116M (-19.0%) Shares 232,385 (-7.5%) Est. Cost $548.62 Unrealized -1.7%
ORCL ORACLE CORP 0.3%
Value $16.19M (-61.6%) Shares 110,069 (-49.1%) Est. Cost $167.62 Unrealized +1.2%
BABA ALIBABA GROUP HOLDING ADR REPRESEN 0.1%
Value $5.865M (-80.7%) Shares 46,744 (-77.5%) Est. Cost $118.02 Unrealized
VLTO VERALTO CORP 1.8%
Value $107M (-18.2%) Shares 1,208,747 (-7.7%) Est. Cost $78.86 Unrealized +23.6%
BLD TOPBUILD CORP 1.1%
Value $66.67M (-23.0%) Shares 189,793 (-8.5%) Est. Cost $305.20 Unrealized +61.2%
SHOP SHOPIFY SUBORDINATE VOTING INC CLA 0.3%
Value $18.17M (-51.6%) Shares 153,143 (-34.3%) Est. Cost $99.12 Unrealized +37.7%
SNOW SNOWFLAKE INC 0.1%
Value $6.906M (-73.0%) Shares 45,792 (-60.8%) Est. Cost $161.51 Unrealized +20.4%
SCHW CHARLES SCHWAB CORP 1.9%
Value $113M (-13.8%) Shares 1,202,648 (-8.4%) Est. Cost $51.72 Unrealized +93.6%
NVR NVR INC 1.3%
Value $78.66M (-17.3%) Shares 11,936 (-8.5%) Est. Cost $5290.62 Unrealized +44.1%
WST WEST PHARMACEUTICAL SERVICES INC 1.4%
Value $84.46M (-16.2%) Shares 336,995 (-8.0%) Est. Cost $273.43 Unrealized -7.9%
PGR PROGRESSIVE CORP 1.1%
Value $61.66M (-19.7%) Shares 311,050 (-7.8%) Est. Cost $212.34 Unrealized -2.7%
EW EDWARDS LIFESCIENCES CORP 1.6%
Value $91.16M (-14.1%) Shares 1,138,371 (-8.5%) Est. Cost $69.80 Unrealized +17.4%
CAVA CAVA GROUP INC 1.2%
Value $69.26M (+26.1%) Shares 856,057 (-8.5%) Est. Cost $71.04 Unrealized -5.0%
PANW PALO ALTO NETWORKS INC 0.9%
Value $50.89M (-20.4%) Shares 317,449 (-8.6%) Est. Cost $129.81 Unrealized +32.6%
APH AMPHENOL CORP CLASS A 0.6%
Value $34.97M (-26.5%) Shares 276,755 (-21.4%) Est. Cost $86.22 Unrealized +69.8%
DHR DANAHER CORP 0.2%
Value $9.08M (-58.0%) Shares 47,891 (-49.3%) Est. Cost $229.40 Unrealized -2.1%
AESI ATLAS ENERGY SOLUTIONS INC 0.0%
Value $101K (-99.2%) Shares 7,688 (-99.4%) Est. Cost $13.14 Unrealized -14.7%
OMCL OMNICELL INC 0.1%
Value $7.775M (-61.0%) Shares 232,916 (-47.1%) Est. Cost $32.44 Unrealized +38.9%
KLAC KLA CORP 0.1%
Value $8.319M (-58.7%) Shares 5,650 (-65.9%) Est. Cost $1085.88 Unrealized +34.6%
CNM CORE & MAIN INC CLASS A 1.3%
Value $78.2M (-13.1%) Shares 1,582,952 (-8.5%) Est. Cost $47.12 Unrealized +19.4%
NET CLOUDFLARE INC CLASS A 0.2%
Value $10.36M (-53.1%) Shares 50,198 (-55.2%) Est. Cost $109.48 Unrealized +66.6%
AEM AGNICO EAGLE MINES LTD 0.2%
Value $14.13M (-45.1%) Shares 69,619 (-54.2%) Est. Cost $106.85 Unrealized +92.8%
WMS ADVANCED DRAINAGE SYSTEMS INC 1.2%
Value $71.96M (-13.4%) Shares 524,782 (-8.5%) Est. Cost $109.45 Unrealized +47.3%
AMT AMERICAN TOWER REIT CORP 1.4%
Value $84.6M (-10.0%) Shares 490,236 (-8.4%) Est. Cost $216.52 Unrealized -19.3%
GOOG ALPHABET INC CLASS C 0.1%
Value $3.877M (-70.3%) Shares 13,515 (-67.5%) Est. Cost $113.18 Unrealized +186.0%
VRSK VERISK ANALYTICS INC 0.5%
Value $29.23M (-23.9%) Shares 154,034 (-10.3%) Est. Cost $237.50 Unrealized -14.2%
NFLX NETFLIX INC 0.3%
Value $18.1M (-33.2%) Shares 188,273 (-34.8%) Est. Cost $103.31 Unrealized -18.9%
SOFI SOFI TECHNOLOGIES INC 0.1%
Value $2.964M (-73.6%) Shares 186,655 (-56.4%) Est. Cost $23.99 Unrealized -2.9%
XYZ BLOCK INC CLASS A 0.0%
Value $308K (-96.2%) Shares 5,110 (-95.9%) Est. Cost $74.59 Unrealized -19.1%
NOW SERVICENOW INC 0.2%
Value $14.06M (-35.2%) Shares 134,471 (-5.0%) Est. Cost $163.32 Unrealized -25.8%
EBAY EBAY INC 0.5%
Value $29.5M (-20.4%) Shares 324,135 (-23.8%) Est. Cost $70.22 Unrealized +27.2%
CEG CONSTELLATION ENERGY CORP 0.3%
Value $20.15M (-26.4%) Shares 72,158 (-6.9%) Est. Cost $222.96 Unrealized +35.1%
B BARRICK MINING CORP 0.2%
Value $13.59M (-34.4%) Shares 333,272 (-30.0%) Est. Cost $19.29 Unrealized +150.4%
MKC MCCORMICK & CO NON-VOTING INC 0.1%
Value $4.831M (-59.2%) Shares 95,770 (-44.9%) Est. Cost $68.08 Unrealized -2.1%
EXPE EXPEDIA GROUP INC 0.3%
Value $17.42M (-28.7%) Shares 75,450 (-12.5%) Est. Cost $179.45 Unrealized +41.2%
GEV GE VERNOVA INC 0.4%
Value $25.55M (-21.0%) Shares 29,271 (-40.9%) Est. Cost $506.04 Unrealized +45.6%
HOOD ROBINHOOD MARKETS INC CLASS A 0.1%
Value $7.602M (-46.8%) Shares 109,691 (-13.1%) Est. Cost $103.53 Unrealized -7.5%
VRT VERTIV HOLDINGS CLASS A 0.1%
Value $7.673M (-45.1%) Shares 30,619 (-64.5%) Est. Cost $155.06 Unrealized +28.9%
APO APOLLO GLOBAL MANAGEMENT INC 0.2%
Value $10.87M (-35.2%) Shares 97,603 (-15.9%) Est. Cost $147.48 Unrealized -9.5%
YMM FULL TRUCK ALLIANCE ADR LTD CLASS 0.0%
Value $66,400 (-98.9%) Shares 8,000 (-98.5%) Est. Cost $9.01 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value $5.054M (-53.1%) Shares 18,679 (-42.8%) Est. Cost $526.20 Unrealized -41.3%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value $6.191M (-46.1%) Shares 98,662 (-18.1%) Est. Cost $98.04 Unrealized -12.5%
VRSN VERISIGN INC 1.4%
Value $82.1M (-6.0%) Shares 330,558 (-8.1%) Est. Cost $203.10 Unrealized +15.9%
NEM NEWMONT 0.6%
Value $33.59M (-12.5%) Shares 310,261 (-19.3%) Est. Cost $47.90 Unrealized +146.6%
NKE NIKE INC CLASS B 0.1%
Value $4.272M (-50.9%) Shares 80,880 (-40.8%) Est. Cost $68.09 Unrealized -6.0%
TSLA TESLA INC 0.2%
Value $12.87M (-20.4%) Shares 34,607 (-3.6%) Est. Cost $265.62 Unrealized +60.4%
LMND LEMONADE INC 0.1%
Value $3.708M (-44.5%) Shares 59,165 (-37.0%) Est. Cost $43.99 Unrealized +71.1%
BEAM BEAM THERAPEUTICS INC 0.0%
Value $1.925M (-59.3%) Shares 80,764 (-52.6%) Est. Cost $25.51 Unrealized +14.4%
LRCX LAM RESEARCH CORP 0.1%
Value $4.567M (-29.0%) Shares 21,373 (-43.1%) Est. Cost $79.78 Unrealized +183.2%
CNC CENTENE CORP 0.0%
Value $1.749M (-51.5%) Shares 53,422 (-39.0%) Est. Cost $57.38 Unrealized -24.5%
UPST UPSTART HOLDINGS INC 0.0%
Value $1.334M (-57.3%) Shares 52,013 (-27.3%) Est. Cost $57.62 Unrealized -30.3%
MNST MONSTER BEVERAGE CORP 0.1%
Value $5.946M (-21.7%) Shares 82,060 (-17.1%) Est. Cost $55.79 Unrealized +44.5%
IRMD IRADIMED CORP 0.0%
Value $2.046M (-42.3%) Shares 21,255 (-41.7%) Est. Cost $42.24 Unrealized +136.3%
FCX FREEPORT MCMORAN INC 0.2%
Value $10.73M (+12.0%) Shares 182,540 (-3.2%) Est. Cost $43.31 Unrealized +41.1%
UBER UBER TECHNOLOGIES INC 0.1%
Value $7.555M (-13.0%) Shares 105,032 (-1.2%) Est. Cost $64.35 Unrealized +22.3%
PL PLANET LABS CLASS A 0.1%
Value $7.123M (+15.7%) Shares 254,849 (-18.3%) Est. Cost $4.11 Unrealized +490.8%
AUR AURORA INNOVATION INC CLASS A 0.1%
Value $3.914M (-18.2%) Shares 950,034 (-23.8%) Est. Cost $5.29 Unrealized -15.3%
CBOE CBOE GLOBAL MARKETS INC 0.3%
Value $15.45M (+4.8%) Shares 54,986 (-6.4%) Est. Cost $145.17 Unrealized +87.4%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value $6.114M (-10.4%) Shares 13,691 (-9.0%) Est. Cost $424.45 Unrealized +10.2%
LAUR LAUREATE EDUCATION INC 0.0%
Value $174K (-78.3%) Shares 5,000 (-79.1%) Est. Cost $13.82 Unrealized +150.4%
COHR COHERENT CORP 0.1%
Value $3.656M (+13.6%) Shares 15,349 (-12.0%) Est. Cost $149.58 Unrealized +42.6%
CX CEMEX ADR REPRESENTING PARTICIPAT 0.0%
Value $172K (-67.5%) Shares 15,000 (-67.4%) Est. Cost $8.99 Unrealized
FUTU FUTU HOLDINGS ADR LTD 0.0%
Value $274K (-56.1%) Shares 2,000 (-47.2%) Est. Cost $168.05 Unrealized
INTC INTEL CORPORATION CORP 0.0%
Value $2.735M (-10.4%) Shares 61,970 (-25.1%) Est. Cost $24.23 Unrealized +91.6%
CDRE CADRE HOLDINGS INC 0.0%
Value $393K (-39.3%) Shares 12,796 (-19.1%) Est. Cost $33.76 Unrealized +24.9%
VALE VALE ADR REPRESENTING ONE SA 0.0%
Value $2.307M (+10.7%) Shares 145,000 (-9.4%) Est. Cost $2812.84 Unrealized
RYAN RYAN SPECIALTY HOLDINGS INC CLASS 0.0%
Value $282K (-37.4%) Shares 8,364 (-4.1%) Est. Cost $67.19 Unrealized -30.6%
IBP INSTALLED BUILDING PRODUCTS INC 0.0%
Value $490K (-24.9%) Shares 1,847 (-26.6%) Est. Cost $143.87 Unrealized +113.5%
CIB GRUPO CIBEST AMERICAN DEPOSITARY S 0.0%
Value $364K (-28.5%) Shares 5,000 (-37.5%) Est. Cost $47.50 Unrealized
BRC BRADY NONVOTING CORP CLASS A 0.0%
Value $526K (-21.3%) Shares 6,471 (-24.1%) Est. Cost $71.65 Unrealized +22.3%
MEDP MEDPACE HOLDINGS INC 0.0%
Value $517K (-18.0%) Shares 1,077 (-4.1%) Est. Cost $336.38 Unrealized +61.2%
HLNE HAMILTON LANE INC CLASS A 0.0%
Value $249K (-29.0%) Shares 2,503 (-4.1%) Est. Cost $152.40 Unrealized -11.0%
POOL POOL CORP 0.0%
Value $381K (-15.2%) Shares 1,881 (-4.1%) Est. Cost $344.07 Unrealized -26.8%
OSIS OSI SYSTEMS INC 0.0%
Value $259K (-20.7%) Shares 977 (-23.9%) Est. Cost $190.49 Unrealized +44.8%
UFPT UFP TECHNOLOGIES INC 0.0%
Value $339K (-16.4%) Shares 1,753 (-4.1%) Est. Cost $237.40 Unrealized +5.8%
IPAR INTERPARFUMS INC 0.0%
Value $548K (+4.8%) Shares 6,029 (-2.1%) Est. Cost $132.19 Unrealized -27.3%
CHH CHOICE HOTELS INTERNATIONAL INC 0.0%
Value $439K (+3.9%) Shares 4,251 (-4.1%) Est. Cost $141.11 Unrealized -24.7%
DFIN DONNELLEY FINANCIAL SOLUTIONS INC 0.0%
Value $373K (-3.2%) Shares 7,912 (-4.2%) Est. Cost $55.37 Unrealized -10.7%

Unchanged Positions (11)