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MAVERICK CAPITAL LTD
13F-HR

Q2 2024

Period Jun 30, 2024Filed Aug 14, 2024View on EDGAR ↗
Compare vsprevious quarter (Q1 2024)
Positions
267
Total value
$5.27B
Top 10 concentration
44.6%
New positions
86

Holdings · 267

#Class
1COUPANG INC
CPNG · 22266T109
CL A$612.85M11.62%29,253,016-46.1%
2AMAZON COM INC
AMZN · 023135106
COM$277.69M5.27%1,436,931+15.2%
3MICROSOFT CORP
MSFT · 594918104
COM$268.17M5.09%600,004+226.4%
4NVIDIA CORPORATION
NVDA · 67066G104
COM$252.92M4.80%2,047,283+871.4%
5PHILIP MORRIS INTL INC
PM · 718172109
COM$203.56M3.86%2,008,928+6.6%
6VISA INC
V · 92826C839
COM CL A$154.89M2.94%590,112+28.3%
7NU HLDGS LTD
NU · G6683N103
ORD SHS CL A$153.46M2.91%11,905,229-1.2%
8JONES LANG LASALLE INC
JLL · 48020Q107
COM$148.93M2.82%725,476-10.6%
9META PLATFORMS INC
META · 30303M102
CL A$148.85M2.82%295,212+93.3%
10GFL ENVIRONMENTAL INC
GFL · 36168Q104
SUB VTG SHS$127.91M2.43%3,285,656+22.1%
11CAMDEN PPTY TR
CPT · 133131102
SH BEN INT$127.42M2.42%1,167,785+4.1%
12NATERA INC
NTRA · 632307104
COM$115.91M2.20%1,070,339+34.0%
13SEAGATE TECHNOLOGY HLDNGS PL
STX · G7997R103
ORD SHS$112.39M2.13%1,088,271-6.7%
14STARBUCKS CORP
SBUX · 855244109
COM$110.96M2.10%1,425,353+142.8%
15SOUTHWEST GAS HLDGS INC
SWX · 844895102
COM$104.81M1.99%1,489,156-10.3%
16UBER TECHNOLOGIES INC
UBER · 90353T100
COM$102.07M1.94%1,404,425+28.0%
17DOORDASH INC
DASH · 25809K105
CL A$100.02M1.90%919,428+36.5%
18SPRINGWORKS THERAPEUTICS INC
SWTXUSD · 85205L107
COM$97.96M1.86%2,600,524+36.3%
19KELLANOVA
KEL · 487836108
COM$88.07M1.67%1,526,789New
20TAIWAN SEMICONDUCTOR MFG LTD
TSM · 874039100
SPONSORED ADS$85.01M1.61%489,108-3.0%
21ROCKET PHARMACEUTICALS INC
RCKT · 77313F106
COM$84.58M1.60%3,928,312+1.0%
22MICRON TECHNOLOGY INC
MU · 595112103
COM$84M1.59%638,639+3471.0%
23LPL FINL HLDGS INC
LPLA · 50212V100
COM$76.29M1.45%273,144-17.3%
24ADVANCED MICRO DEVICES INC
AMD · 007903107
COM$73.97M1.40%456,022+57.1%
25MAPLEBEAR INC
CART · 565394103
COM$72.1M1.37%2,243,269-5.3%
26HUMANA INC
HUM · 444859102
COM$71.58M1.36%191,570+41.0%
27SALESFORCE INC
CRM · 79466L302
COM$69.56M1.32%270,573-36.2%
28AMPHENOL CORP NEW
APH · 032095101
CL A$61.14M1.16%907,535New
29ASTERA LABS INC
ALAB · 04626A103
COM$60.31M1.14%996,750
30QUIDELORTHO CORP
QDEL · 219798105
COM$57.43M1.09%1,728,913+27.5%
31MERCADOLIBRE INC
MELI · 58733R102
COM$55.41M1.05%33,716-17.3%
32VAXCYTE INC
PCVX · 92243G108
COM$51.94M0.99%687,908+93.7%
33REDDIT INC
RDDT · 75734B100
CL A$47.42M0.90%742,145+147.4%
34NASDAQ INC
NDAQ · 631103108
COM$47.18M0.89%783,000+24.4%
35TEMPUR SEALY INTL INC
SGI · 88023U101
COM$46.33M0.88%978,708+104.1%
36VERONA PHARMA PLC
VRNA · 925050106
SPONSORED ADS$44.72M0.85%3,092,807+74.2%
37AIRBNB INC
ABNB · 009066101
COM CL A$43.4M0.82%286,234+947.7%
38TWILIO INC
TWLO · 90138F102
CL A$43.26M0.82%761,556-4.7%
39VIRIDIAN THERAPEUTICS INC
VRDN · 92790C104
COM$43.04M0.82%3,307,945+22.9%
40SOTERA HEALTH CO
SHC · 83601L102
COM$40.11M0.76%3,379,014-5.3%
41WAVE LIFE SCIENCES LTD
WVE · Y95308105
SHS$38.27M0.73%7,669,361-0.2%
42WAYFAIR INC
W · 94419L101
CL A$38.05M0.72%721,618+46.2%
43T-MOBILE US INC
TMUS · 872590104
COM$37.66M0.71%213,763-7.3%
44CBRE GROUP INC
CBRE · 12504L109
CL A$36.82M0.70%413,200New
45PLANET FITNESS INC
PLNT · 72703H101
CL A$35.93M0.68%488,268-2.4%
46LAM RESEARCH CORP
LRCX · 512807108
COM$29.84M0.57%28,020-4.9%
47CENTENE CORP DEL
CNC · 15135B101
COM$25.49M0.48%384,406
48FRACTYL HEALTH INC
GUTS · 35168W103
COM$18.17M0.34%4,254,668
49KKR & CO INC
KKR · 48251W104
COM$17.94M0.34%170,473+3646.7%
50DAY ONE BIOPHARMACEUTICALS I
DAWNGBX · 23954D109
COM$16.69M0.32%1,211,138-3.6%
51GLOBAL TECHNOLGY ACQSTN CORP
GTLL · G3934N107
CLASS A ORD$13.55M0.26%1,200,000New
52INVIVYD INC
ADGM · 00534A102
COM$12.94M0.25%11,765,787
53ADAPTHEALTH CORP
AHCO · 00653Q102
COMMON STOCK$11.77M0.22%1,177,090-10.9%
54TARGET CORP
TGT · 87612E106
COM$8.46M0.16%57,142+1114.8%
55OXFORD INDS INC
OXM · 691497309
COM$6.27M0.12%62,642+673.5%
56RUBRIK INC.
RBRK · 781154109
CL A$6.13M0.12%200,000New
57BOOT BARN HLDGS INC
BOOT · 099406100
COM$5.75M0.11%44,635+98.0%
58TJX COS INC NEW
TJX · 872540109
COM$5.39M0.10%48,943New
59
FLUTTER ENTMT PLC
G3643J108
SHS$4.89M0.09%26,804New
60SPROUTS FMRS MKT INC
SFM · 85208M102
COM$4.86M0.09%58,053-1.8%
61URBAN OUTFITTERS INC
URBN · 917047102
COM$4.71M0.09%114,743New
62HOME DEPOT INC
HD · 437076102
COM$4.54M0.09%13,198+331.0%
63TAPESTRY INC
TPR · 876030107
COM$4.5M0.09%105,150+243.6%
64CURIS INC
CRIS · 231269309
COM$4.02M0.08%582,273
65JABIL INC
JBL · 466313103
COM$3.86M0.07%35,443+151.6%
66CROWDSTRIKE HLDGS INC
CRWD · 22788C105
CL A$3.78M0.07%9,875+191.2%
67DICKS SPORTING GOODS INC
DKS · 253393102
COM$3.67M0.07%17,079New
68BATH & BODY WORKS INC
BBWI · 070830104
COM$3.67M0.07%93,918New
69CHEWY INC
CHWY · 16679L109
CL A$3.64M0.07%133,453+225.5%
70NORWEGIAN CRUISE LINE HLDG L
NCLH · G66721104
SHS$3.47M0.07%184,635New
71HP INC
HPQ · 40434L105
COM$3.47M0.07%98,961+89.9%
72ROKU INC
ROKU · 77543R102
COM CL A$3.35M0.06%55,921+151.0%
73ABERCROMBIE & FITCH CO
ANF · 002896207
CL A$3.31M0.06%18,622-13.8%
74DELTA AIR LINES INC DEL
DAL · 247361702
COM NEW$3.3M0.06%69,597New
75CARMAX INC
KMX · 143130102
COM$3.2M0.06%43,607+8.5%
76BRINKER INTL INC
EAT · 109641100
COM$3.19M0.06%44,120-3.6%
77TRIPADVISOR INC
TRIP · 896945201
COM$3.19M0.06%179,289New
78PALO ALTO NETWORKS INC
PANW · 697435105
COM$3.17M0.06%9,337-8.7%
79LA Z BOY INC
LZB · 505336107
COM$3.14M0.06%84,349+516.0%
80WINGSTOP INC
WING · 974155103
COM$3.11M0.06%7,369-44.5%
81CHIPOTLE MEXICAN GRILL INC
CMG · 169656105
COM$3.02M0.06%48,225+8880.4%
82WENDYS CO
WEN · 95058W100
COM$2.99M0.06%176,144+98.2%
83YUM BRANDS INC
YUM · 988498101
COM$2.96M0.06%22,362+87.0%
84AT&T INC
T · 00206R102
COM$2.95M0.06%154,452New
85CENTURI HOLDINGS INC
CTRI · 155923105
COM SHS$2.92M0.06%150,000New
86MONRO INC
MNRO · 610236101
COM$2.9M0.05%121,354+720.3%
87DESIGNER BRANDS INC
DBI · 250565108
CL A$2.85M0.05%416,712+367.7%
88EMERSON ELEC CO
EMR · 291011104
COM$2.84M0.05%25,769New
89SALLY BEAUTY HLDGS INC
SBH · 79546E104
COM$2.82M0.05%262,481+141.3%
90HEWLETT PACKARD ENTERPRISE C
HPE · 42824C109
COM$2.81M0.05%132,601+280.3%
91UBIQUITI INC
UI · 90353W103
COM$2.78M0.05%19,093+76.3%
92NUTANIX INC
NTNX · 67059N108
CL A$2.68M0.05%47,171+389.6%
93CARNIVAL CORP
CCL · 143658300
UNIT 99/99/9999$2.62M0.05%140,013+95.8%
94NORDSTROM INC
JWNUSD · 655664100
COM$2.52M0.05%118,834+7.1%
95EBAY INC.
EBAY · 278642103
COM$2.48M0.05%46,183-27.8%
96ORACLE CORP
ORCL · 68389X105
COM$2.42M0.05%17,122+37.5%
97LOGITECH INTL S A
LOGI · H50430232
SHS$2.39M0.05%24,666+36.9%
98CINEMARK HLDGS INC
CNK · 17243V102
COM$2.25M0.04%104,214New
99AMERICAN AIRLS GROUP INC
AAL · 02376R102
COM$2.2M0.04%193,854+95.3%
100DELL TECHNOLOGIES INC
DELL · 24703L202
CL C$2.17M0.04%15,712+389.2%
101SHOE CARNIVAL INC
SCVL · 824889109
COM$2.09M0.04%56,790+98.9%
102QORVO INC
QRVO · 74736K101
COM$2.08M0.04%17,887New
103AXOS FINANCIAL INC
AX · 05465C100
COM$2.07M0.04%36,200+287.4%
104TEXAS ROADHOUSE INC
TXRH · 882681109
COM$2.07M0.04%12,029New
105CAVA GROUP INC
CAVA · 148929102
COM$2.06M0.04%22,172New
106ALPHABET INC
GOOGL · 02079K305
CAP STK CL A$2.04M0.04%11,187New
107BLOOMIN BRANDS INC
BLMN · 094235108
COM$1.99M0.04%103,427+420.8%
108LIBERTY GLOBAL LTD
LBTYA · G61188127
COM CL C$1.95M0.04%109,255+334.2%
109
ON HLDG AG
H5919C104
NAMEN AKT A$1.95M0.04%50,257New
110ROSS STORES INC
ROST · 778296103
COM$1.92M0.04%13,185New
111SUN CTRY AIRLS HLDGS INC
SNCY · 866683105
COM$1.89M0.04%150,443New
112DEXCOM INC
DXCM · 252131107
COM$1.89M0.04%16,664New
113SWEETGREEN INC
SG · 87043Q108
COM CL A$1.88M0.04%62,486New
114SKECHERS U S A INC
SKAA · 830566105
CL A$1.87M0.04%27,097+444.7%
115LAS VEGAS SANDS CORP
LVS · 517834107
COM$1.87M0.04%42,174New
116SMARTSHEET INC
SMARGBP · 83200N103
COM CL A$1.82M0.03%41,271+372.0%
117WEX INC
WEX · 96208T104
COM$1.82M0.03%10,247+401.3%
118NOVARTIS AG
NVS · 66987V109
SPONSORED ADR$1.81M0.03%17,038+297.1%
119ILLUMINA INC
ILMN · 452327109
COM$1.81M0.03%17,338+615.3%
120VALVOLINE INC
VVV · 92047W101
COM$1.8M0.03%41,612New
121PEGASYSTEMS INC
PEGA · 705573103
COM$1.79M0.03%29,511+354.4%
122THE ODP CORP
ODP1 · 88337F105
COM$1.79M0.03%45,476New
123CLEAR SECURE INC
YOU · 18467V109
COM CL A$1.78M0.03%95,226+274.3%
124PERIMETER SOLUTIONS SA
PRM · L7579L106
COMMON STOCK$1.78M0.03%227,477+239.3%
125ENERGIZER HLDGS INC NEW
ENR · 29272W109
COM$1.77M0.03%59,878+126.7%
126BLUELINX HLDGS INC
BXC · 09624H208
COM NEW$1.76M0.03%18,945New
127NETAPP INC
NTAP · 64110D104
COM$1.75M0.03%13,583New
128MOLINA HEALTHCARE INC
MOH · 60855R100
COM$1.74M0.03%5,863+404.1%
129POOL CORP
POOL · 73278L105
COM$1.73M0.03%5,637New
130CIENA CORP
CIEN · 171779309
COM NEW$1.73M0.03%35,841New
131ZIFF DAVIS INC
ZD · 48123V102
COM$1.72M0.03%31,242+386.9%
132
LESLIES INC
527064109
COM$1.72M0.03%409,648New
133MIRION TECHNOLOGIES INC
MIR · 60471A101
COM CL A$1.72M0.03%159,811+291.9%
134PINTEREST INC
PINS · 72352L106
CL A$1.71M0.03%38,750+80.6%
135HUDBAY MINERALS INC
HBM · 443628102
COM$1.69M0.03%186,899+161.3%
136TRACTOR SUPPLY CO
TSCO · 892356106
COM$1.68M0.03%6,238New
137TRIP COM GROUP LTD
TCOM · 89677Q107
ADS$1.68M0.03%35,697New
138QUALCOMM INC
QCOM · 747525103
COM$1.66M0.03%8,344+49.7%
139KYNDRYL HLDGS INC
KD · 50155Q100
COMMON STOCK$1.66M0.03%63,048New
140NICE LTD
NICE · 653656108
SPONSORED ADR$1.64M0.03%9,531New
141CARGURUS INC
CARG · 141788109
COM CL A$1.64M0.03%62,491+202.3%
142MARRIOTT INTL INC NEW
MAR · 571903202
CL A$1.61M0.03%6,657New
143BAUSCH HEALTH COS INC
BHC · 071734107
COM$1.61M0.03%230,431New
144DAVITA INC
DVA · 23918K108
COM$1.6M0.03%11,553+168.4%
145WESCO INTL INC
WCC · 95082P105
COM$1.6M0.03%10,071New
146CLARIVATE PLC
CLVT · G21810109
ORD SHS$1.57M0.03%276,515+401.8%
147DOCUSIGN INC
DOCU · 256163106
COM$1.57M0.03%29,368New
148
GRAB HOLDINGS LIMITED
G4124C109
CLASS A ORD$1.56M0.03%440,585+241.2%
149PEABODY ENERGY CORP
BTU · 704551100
COM$1.56M0.03%70,674+91.4%
150TECHNIPFMC PLC
FTI · G87110105
COM$1.56M0.03%59,675New
151ZEBRA TECHNOLOGIES CORPORATI
ZBRA · 989207105
CL A$1.55M0.03%5,021+5.9%
152CHENIERE ENERGY INC
LNG · 16411R208
COM NEW$1.55M0.03%8,872+88.3%
153EURONET WORLDWIDE INC
EEFT · 298736109
COM$1.54M0.03%14,916+507.8%
154OKTA INC
OKTA · 679295105
CL A$1.54M0.03%16,459+235.4%
155TOWER SEMICONDUCTOR LTD
TSEM · M87915274
SHS NEW$1.53M0.03%38,977+254.6%
156JANUS INTERNATIONAL GROUP IN
JBI · 47103N106
COMMON STOCK$1.52M0.03%120,691+334.8%
157ZOOM VIDEO COMMUNICATIONS IN
ZM · 98980L101
CL A$1.52M0.03%25,629New
158MASTERBRAND INC
MBC · 57638P104
COMMON STOCK$1.52M0.03%103,313+330.7%
159HILTON WORLDWIDE HLDGS INC
HLT · 43300A203
COM$1.51M0.03%6,915+4.2%
160EQUITABLE HLDGS INC
EQH · 29452E101
COM$1.51M0.03%36,840+230.0%
161MADISON SQUARE GARDEN ENTMT
MDEX · 558256103
COM CL A$1.49M0.03%43,651New
162WARBY PARKER INC
WRBY · 93403J106
CL A COM$1.46M0.03%91,207New
163CALIFORNIA RES CORP
CRC · 13057Q305
COM STOCK$1.46M0.03%27,490+362.4%
164TRAVEL PLUS LEISURE CO
TNL · 894164102
COM$1.45M0.03%32,292+42.0%
165GARRETT MOTION INC
GTX · 366505105
COM$1.45M0.03%169,061+324.1%
166PURE STORAGE INC
P · 74624M102
CL A$1.45M0.03%22,564+274.9%
167PAGSEGURO DIGITAL LTD
PAGS · G68707101
COM CL A$1.45M0.03%123,867+328.9%
168CONSOL ENERGY INC NEW
CEIXEUR · 20854L108
COM$1.44M0.03%14,095+49.1%
169AUTODESK INC
ADSK · 052769106
COM$1.44M0.03%5,807New
170FLOOR & DECOR HLDGS INC
FND · 339750101
CL A$1.43M0.03%14,354-6.1%
171
PLAYA HOTELS & RESORTS NV
N70544106
SHS$1.4M0.03%166,536+335.0%
172STONECO LTD
STNE · G85158106
COM CL A$1.4M0.03%116,496New
173VISTA OUTDOOR INC
VSTOEUR · 928377100
COM$1.38M0.03%36,554+262.0%
174HERBALIFE LTD
HLF · G4412G101
COM SHS$1.33M0.03%127,887+409.4%
175SYNCHRONY FINANCIAL
SYF · 87165B103
COM$1.33M0.03%28,086New
176WESTROCK CO
WRKUSD · 96145D105
COM$1.32M0.03%26,322+106.8%
177ARAMARK
ARMK · 03852U106
COM$1.31M0.02%38,626New
178ATKORE INC
ATKR · 047649108
COM$1.31M0.02%9,709+386.9%
179
DESPEGAR COM CORP
G27358103
ORD SHS$1.31M0.02%98,977New
180VEEVA SYS INC
VEEV · 922475108
CL A COM$1.28M0.02%7,001+130.4%
181COLLEGIUM PHARMACEUTICAL INC
COLL · 19459J104
COM$1.27M0.02%39,596+346.3%
182GODADDY INC
GDDY · 380237107
CL A$1.27M0.02%9,112-12.0%
183ELDORADO GOLD CORP NEW
EGO · 284902509
COM$1.26M0.02%84,894New
184INGLES MKTS INC
IMKTA · 457030104
CL A$1.26M0.02%18,296+18.3%
185MOHAWK INDS INC
MHK · 608190104
COM$1.25M0.02%11,029New
186COMMVAULT SYS INC
CVLT · 204166102
COM$1.24M0.02%10,198+9.2%
187NOKIA CORP
NOK · 654902204
SPONSORED ADR$1.24M0.02%327,922New
188FERROGLOBE PLC
GSM · G33856108
SHS$1.24M0.02%230,538New
189PENNYMAC FINL SVCS INC NEW
PFSI · 70932M107
COM$1.22M0.02%12,904+263.8%
190MGM RESORTS INTERNATIONAL
MGM · 552953101
COM$1.21M0.02%27,245New
191PERRIGO CO PLC
PRGO · G97822103
SHS$1.21M0.02%46,983New
192WORKDAY INC
WDAY · 98138H101
CL A$1.21M0.02%5,392New
193BRIGHTSPHERE INVT GROUP INC
AAMI · 10948W103
COM$1.2M0.02%54,315New
194
AXALTA COATING SYS LTD
G0750C108
COM$1.2M0.02%35,178+169.7%
195GARMIN LTD
GRMN · H2906T109
SHS$1.19M0.02%7,320-35.2%
196DXC TECHNOLOGY CO
DXC · 23355L106
COM$1.19M0.02%62,317+414.4%
197ANI PHARMACEUTICALS INC
ANIP · 00182C103
COM$1.18M0.02%18,536+302.1%
198WEBSTER FINL CORP
WBS · 947890109
COM$1.18M0.02%27,060+327.4%
199GAP INC
GAP · 364760108
COM$1.17M0.02%48,945-76.3%
200HANESBRANDS INC
HN9 · 410345102
COM$1.15M0.02%234,132New
201CROCS INC
CROX · 227046109
COM$1.15M0.02%7,869-11.0%
202CHEESECAKE FACTORY INC
CAKE · 163072101
COM$1.14M0.02%29,062+142.5%
203KLA CORP
KLAC · 482480100
COM NEW$1.13M0.02%1,371New
204SKYWEST INC
SKYW · 830879102
COM$1.12M0.02%13,695New
205SIRIUSPOINT LTD
SPNT · G8192H106
COM$1.12M0.02%92,070+264.9%
206NOVO-NORDISK A S
NVO · 670100205
ADR$1.12M0.02%7,849+272.9%
207SUNCOR ENERGY INC NEW
SU · 867224107
COM$1.12M0.02%29,310+246.9%
208NATWEST GROUP PLC
NWG · 639057207
SPONS ADR$1.11M0.02%138,169+199.6%
209CARIBOU BIOSCIENCES INC
CRBU · 142038108
COM$1.07M0.02%652,542
210TEVA PHARMACEUTICAL INDS LTD
TEVA · 881624209
SPONSORED ADS$1.06M0.02%65,483+13.8%
211MR COOPER GROUP INC
07WA · 62482R107
COM$1.06M0.02%13,067+233.1%
212APPLIED MATLS INC
AMAT · 038222105
COM$1.05M0.02%4,458New
213TENET HEALTHCARE CORP
THC · 88033G407
COM NEW$1.05M0.02%7,870New
214ATLASSIAN CORPORATION
TEAM · 049468101
CL A$1.03M0.02%5,823+251.4%
215ALLY FINL INC
ALLY · 02005N100
COM$1.02M0.02%25,821New
216GENERAL MTRS CO
GM · 37045V100
COM$1.02M0.02%21,940+18.4%
217INTERNATIONAL FLAVORS&FRAGRA
IFF · 459506101
COM$1.01M0.02%10,599New
218EXPEDIA GROUP INC
EXPE · 30212P303
COM NEW$987.26K0.02%7,836+81.2%
219DAVE & BUSTERS ENTMT INC
PLAY · 238337109
COM$981.24K0.02%24,648New
220MATSON INC
MATX · 57686G105
COM$968.26K0.02%7,393+58.7%
221CAMPING WORLD HLDGS INC
CWH · 13462K109
CL A$965.26K0.02%54,046New
222ARCH RESOURCES INC
ARCH1USD · 03940R107
CL A$956.77K0.02%6,285New
223TEGNA INC
TGNA · 87901J105
COM$918.26K0.02%65,872+40.9%
224GROUPON INC
GRPN · 399473206
COM NEW$892.25K0.02%58,317+36.2%
225CLEVELAND-CLIFFS INC NEW
CLF · 185899101
COM$859.86K0.02%55,871+352.9%
226BRUNSWICK CORP
BC · 117043109
COM$853.74K0.02%11,732+319.4%
227GENUINE PARTS CO
GPC · 372460105
COM$786.9K0.01%5,689New
228EATON CORP PLC
ETN · G29183103
SHS$782.31K0.01%2,495New
229SPOTIFY TECHNOLOGY S A
SPOT · L8681T102
SHS$762.51K0.01%2,430-76.0%
230BUILD-A-BEAR WORKSHOP INC
BBW · 120076104
COM$740.31K0.01%29,296New
231DROPBOX INC
DBX · 26210C104
CL A$740.16K0.01%32,940+129.1%
232PAYPAL HLDGS INC
PYPL · 70450Y103
COM$732.69K0.01%12,626New
233FEDEX CORP
FDX · 31428X106
COM$720.52K0.01%2,403-82.5%
234LYFT INC
LYFT · 55087P104
CL A COM$685.81K0.01%48,639New
235CHEGG INC
CHGG · 163092109
COM$684.8K0.01%216,709New
236JETBLUE AWYS CORP
JBLU · 477143101
COM$633.68K0.01%104,052New
237ACCENTURE PLC IRELAND
ACN · G1151C101
SHS CLASS A$632K0.01%2,083+71.2%
238ACUSHNET HLDGS CORP
GOLF · 005098108
COM$604.52K0.01%9,523New
239BLOCK INC
XYZ · 852234103
CL A$599.89K0.01%9,302New
240PDD HOLDINGS INC
PDD · 722304102
SPONSORED ADS$597.88K0.01%4,497New
241PATTERSON COS INC
PDCOEUR · 703395103
COM$583.97K0.01%24,211-30.1%
242DENNYS CORP
DENN · 24869P104
COM$583.22K0.01%82,143New
243STATE STR CORP
STT · 857477103
COM$566.84K0.01%7,660+35.7%
244CASEYS GEN STORES INC
CASY · 147528103
COM$563.56K0.01%1,477-47.2%
245AFFIRM HLDGS INC
AFRM · 00827B106
COM CL A$539.82K0.01%17,869-10.1%
246LIVE NATION ENTERTAINMENT IN
LYV · 538034109
COM$533.01K0.01%5,686-20.4%
247KONTOOR BRANDS INC
KTB · 50050N103
COM$527.35K0.01%7,972+86.2%
248HERSHEY CO
HSY · 427866108
COM$527.22K0.01%2,868-40.1%
249SERVICENOW INC
NOW · 81762P102
COM$501.9K0.01%638+88.8%
250ADOBE INC
ADBE · 00724F101
COM$493.32K0.01%888-76.7%
251THE CIGNA GROUP
CI · 125523100
COM$489.57K0.01%1,481New
252SUPER MICRO COMPUTER INC
SMCIUSD · 86800U104
COM$481.78K0.01%588New
253SL GREEN RLTY CORP
SLG · 78440X887
COM$447.06K0.01%7,893-48.7%
254TELADOC HEALTH INC
TDOC · 87918A105
COM$435.42K0.01%44,521-21.9%
255ZSCALER INC
ZS · 98980G102
COM$433.58K0.01%2,256New
256STEPSTONE GROUP INC
STEP · 85914M107
COM CL A$404.52K0.01%8,815-35.3%
257NETFLIX INC
NFLX · 64110L106
COM$384.01K0.01%569-85.6%
258
CAREMAX INC
14171W202
CL A NEW$366.99K0.01%131,536-22.2%
259SYMBOTIC INC
SYM · 87151X101
CLASS A COM$353.04K0.01%10,041+29.0%
260BLACKSTONE INC
BX · 09260D107
COM$350.11K0.01%2,828New
261CHOICE HOTELS INTL INC
CHH · 169905106
COM$339.39K0.01%2,852-30.7%
262SKYWORKS SOLUTIONS INC
SWKS · 83088M102
COM$299.7K0.01%2,812-19.5%
263LAUDER ESTEE COS INC
EL · 518439104
CL A$290.58K0.01%2,731-98.8%
264ADVANCE AUTO PARTS INC
AAP · 00751Y106
COM$274.28K0.01%4,331-86.9%
265REPUBLIC SVCS INC
RSG · 760759100
COM$223.3K0.00%1,149New
266SLEEP NUMBER CORP
SNBR · 83125X103
COM$192.7K0.00%20,136+17.4%
267GLOBAL TECHNOLGY ACQSTN CORP
GTLL · G3934N115
*W EXP 99/99/999$30.06K0.00%599,999New
Total filing value: $5.27B