| NVIDIA Corp. (NVDA) | $611.6M | 5.52% | 3,056,784 | -118,134 | Trimmed |
| Advanced Micro Devices Inc. (AMD) | $567.2M | 5.12% | 976,326 | +299,754 | Added |
| Astera Labs, Inc. (ALAB) | $515.5M | 4.65% | 1,067,215 | +111,859 | Added |
| Intel Corp. (INTC) | $512.3M | 4.62% | 3,668,855 | +673,367 | Added |
| Alphabet Inc. (GOOG) | $509.5M | 4.60% | 1,442,118 | +569,421 | Added |
| Amazon.com Inc. (AMZN) | $481.7M | 4.35% | 2,020,894 | -297,121 | Trimmed |
| Nu Holdings Ltd. (NU) | $475.0M | 4.29% | 35,552,101 | +13,107,790 | Added |
| Meta Platforms, Inc. (META) | $430.4M | 3.88% | 764,041 | +764,041 | New position |
| GFL Environmental Inc. (GFL) | $375.3M | 3.39% | 10,202,931 | +6,353,275 | Added |
| Natera, Inc. (NTRA) | $368.3M | 3.32% | 1,356,663 | +185,030 | Added |
| Taiwan Semiconductor Manufacturing Company Limited (TSM) | $339.9M | 3.07% | 711,757 | -525,601 | Trimmed |
| Dick's Sporting Goods, Inc. (DKS) | $334.3M | 3.02% | 1,473,873 | +428,970 | Added |
| Microsoft Corp. (MSFT) | $310.5M | 2.80% | 832,377 | +106,728 | Added |
| RTX Corp. (RTX) | $294.2M | 2.65% | 1,550,533 | +185,645 | Added |
| Capital One Financial Corp. (COF) | $277.8M | 2.51% | 1,384,692 | +136,236 | Added |
| Repligen Corp. (RGEN) | $270.8M | 2.44% | 1,984,554 | +465,749 | Added |
| Philip Morris International Inc. (PM) | $263.6M | 2.38% | 1,457,059 | +889,809 | Added |
| Visa Inc. (V) | $258.1M | 2.33% | 752,252 | -54,699 | Trimmed |
| Boston Scientific Corp. (BSX) | $253.4M | 2.29% | 5,937,553 | +1,742,464 | Added |
| Monster Beverage Corp. (MNST) | $252.8M | 2.28% | 2,630,260 | +165,351 | Added |
| DPC Holdings PLC (DPC) | $251.5M | 2.27% | 5,126,868 | +5,126,868 | New position |
| Snowflake Inc. (SNOW) | $248.8M | 2.25% | 977,710 | +977,710 | New position |
| Insmed Inc. (INSM) | $229.3M | 2.07% | 2,150,762 | +2,150,762 | New position |
| Sherwin Williams Co. (SHW) | $198.0M | 1.79% | 575,013 | +183,174 | Added |
| Camden Property Trust (CPT) | $195.5M | 1.76% | 1,707,280 | -160,586 | Trimmed |
| Vulcan Materials Co. (VMC) | $188.0M | 1.70% | 637,264 | +637,264 | New position |
| Carvana Co. (CVNA) | $173.7M | 1.57% | 2,638,673 | +537,293 | Added |
| Southwest Gas Holdings, Inc. (SWX) | $167.6M | 1.51% | 1,889,558 | -237,369 | Trimmed |
| Coca-Cola Co. (KO) | $163.1M | 1.47% | 2,006,974 | +722,362 | Added |
| Performance Food Group Co. (PFGC) | $141.0M | 1.27% | 1,261,179 | +1,261,179 | New position |
| Voya Financial, Inc. (VOYA) | $119.9M | 1.08% | 1,324,081 | +1,324,081 | New position |
| NewAmsterdam Pharma Co. N.V. (NAMS) | $110.7M | 1.00% | 3,267,802 | +1,081,400 | Added |
| Bio-Techne Corp. (TECH) | $108.5M | 0.98% | 1,535,610 | -3,204,111 | Trimmed |
| Roivant Sciences Ltd. (ROIV) | $100.1M | 0.90% | 2,829,024 | +1,202,084 | Added |
| Fluor Corp. (FLR) | $97.3M | 0.88% | 1,857,157 | +441,600 | Added |
| Veradermics Inc (MANE) | $97.1M | 0.88% | 789,980 | +789,980 | New position |
| Mirion Technologies, Inc. (MIR) | $94.0M | 0.85% | 5,245,039 | +2,595,160 | Added |
| Vaxcyte Inc. (PCVX) | $93.8M | 0.85% | 1,613,242 | +235,504 | Added |
| Novo Nordisk A/S (NVO) | $79.3M | 0.72% | 1,653,872 | -426,249 | Trimmed |
| Compass, Inc. (COMP) | $72.9M | 0.66% | 5,912,783 | +740,387 | Added |
| Merit Medical Systems Inc. (MMSI) | $67.9M | 0.61% | 978,617 | +264,536 | Added |
| Belite Bio Inc. (BLTE) | $61.0M | 0.55% | 396,311 | +396,311 | New position |
| Wave Life Sciences, Inc. (WVE) | $59.7M | 0.54% | 10,278,115 | +116,716 | Added |
| uniQure N.V. (QURE) | $42.6M | 0.39% | 925,383 | +227,743 | Added |
| Invivyd Inc. (IVVD) | $16.6M | 0.15% | 18,970,913 | 0 | Held |
| Rocket Pharmaceuticals Inc. (RCKT) | $13.4M | 0.12% | 3,923,963 | +356,591 | Added |
| Abivax SA (ABVX) | $5.3M | 0.05% | 40,000 | +40,000 | New position |
| Celestica Inc. (CLS) | $4.7M | 0.04% | 12,782 | +1,209 | Added |
| Perrigo Co. plc (PRGO) | $4.7M | 0.04% | 448,053 | +448,053 | New position |
| Magnum Ice Cream Co. NV (MICC) | $4.6M | 0.04% | 263,278 | +263,278 | New position |
| Novartis AG (NVS) | $4.4M | 0.04% | 27,789 | +12,542 | Added |
| Bunge Global SA (BG) | $4.3M | 0.04% | 40,018 | +16,043 | Added |
| Primo Brands Corp. (PRMB) | $4.1M | 0.04% | 167,188 | -57,337 | Trimmed |
| Bank of Nova Scotia (BNS) | $4.0M | 0.04% | 46,020 | +9,319 | Added |
| Seaboard Corp. (SEB) | $3.9M | 0.04% | 863 | +122 | Added |
| J&J Snack Foods Corp. (JJSF) | $3.7M | 0.03% | 50,600 | +50,600 | New position |
| Turning Point Brands, Inc. (TPB) | $3.7M | 0.03% | 43,489 | +4,657 | Added |
| Altria Group, Inc. (MO) | $3.6M | 0.03% | 50,201 | -2,121 | Trimmed |
| Vita Coco Company, Inc. (COCO) | $3.4M | 0.03% | 51,659 | -25,274 | Trimmed |
| Kenvue Inc. (KVUE) | $3.3M | 0.03% | 173,991 | +81,982 | Added |
| Fractyl Health Inc. (GUTS) | $3.2M | 0.03% | 3,974,806 | 0 | Held |
| J.M. Smucker Co. (SJM) | $3.1M | 0.03% | 27,733 | -2,118 | Trimmed |
| Brown Forman Corp. (BFB) | $3.0M | 0.03% | 114,286 | +114,286 | New position |
| Edgewell Personal Care Co. (EPC) | $2.9M | 0.03% | 108,147 | -57,095 | Trimmed |
| Spectrum Brands Holdings, Inc. (SPB) | $2.8M | 0.03% | 32,795 | -35,031 | Trimmed |
| Canadian Natl Ry Co. (CNI) | $2.8M | 0.03% | 23,484 | +4,709 | Added |
| Elanco Animal Health Inc. (ELAN) | $2.4M | 0.02% | 98,098 | -46,359 | Trimmed |
| Prestige Consumer Healthcare Inc. (PBH) | $2.4M | 0.02% | 50,975 | +50,975 | New position |
| British American Tobacco p.l.c. (BTI) | $2.3M | 0.02% | 36,682 | +1,629 | Added |
| Alcon AG (ALC) | $2.2M | 0.02% | 33,036 | +20,304 | Added |
| Sanofi (SNY) | $2.2M | 0.02% | 51,572 | +26,991 | Added |
| Coty Inc. (COTY) | $2.2M | 0.02% | 1,005,317 | -256,516 | Trimmed |
| Broadcom Inc. (AVGO) | $2.2M | 0.02% | 5,734 | +5,734 | New position |
| Kraft Heinz Co. (KHC) | $2.2M | 0.02% | 91,329 | +91,329 | New position |
| Utz Brands, Inc. (UTZ) | $2.0M | 0.02% | 253,475 | +253,475 | New position |
| ASML Holding N.V. (ASML) | $1.9M | 0.02% | 980 | -257,397 | Trimmed |
| Reynolds Consumer Products Inc. (REYN) | $1.9M | 0.02% | 72,127 | +19,430 | Added |
| Micron Technology Inc. (MU) | $1.9M | 0.02% | 1,673 | +1,673 | New position |
| Keurig Dr Pepper Inc. (KDP) | $1.9M | 0.02% | 58,380 | +2,557 | Added |
| Tfi Intl Inc. (TFII) | $1.9M | 0.02% | 13,108 | -461 | Trimmed |
| Canadian Natural Resources Limited (CNQ) | $1.9M | 0.02% | 46,850 | +800 | Added |
| Applied Materials Inc. (AMAT) | $1.8M | 0.02% | 2,468 | -867,475 | Trimmed |
| Lam Research Corp. (LRCX) | $1.8M | 0.02% | 4,083 | +4,083 | New position |
| KLA Corp. (KLAC) | $1.7M | 0.01% | 5,599 | +5,599 | New position |
| Anheuser-Busch InBev SA/NV (BUD) | $1.7M | 0.01% | 20,269 | -30,751 | Trimmed |
| Tyson Foods, Inc. (TSN) | $1.6M | 0.01% | 28,280 | +28,280 | New position |
| Cisco Systems, Inc. (CSCO) | $1.4M | 0.01% | 11,722 | +11,722 | New position |
| Arm Holdings plc (ARM) | $1.4M | 0.01% | 3,813 | +3,813 | New position |
| Deutsche Bank A G (DB) | $1.3M | 0.01% | 38,837 | +15,038 | Added |
| Sandisk Corp. (SNDK) | $1.3M | 0.01% | 575 | +575 | New position |
| GE Vernova Inc. (GEV) | $1.3M | 0.01% | 1,109 | +1,109 | New position |
| Dell Technologies Inc. (DELL) | $1.3M | 0.01% | 2,935 | +2,935 | New position |
| Marvell Technology, Inc. (MRVL) | $1.3M | 0.01% | 4,226 | -183,934 | Trimmed |
| Palo Alto Networks Inc. (PANW) | $1.2M | 0.01% | 3,655 | +3,655 | New position |
| Corning Inc. (GLW) | $1.2M | 0.01% | 4,774 | -369,733 | Trimmed |
| Hershey Co. (HSY) | $1.2M | 0.01% | 6,924 | -16,393 | Trimmed |
| Conagra Brands Inc. (CAG) | $1.2M | 0.01% | 89,682 | -53,058 | Trimmed |
| Western Digital Corp. (WDC) | $1.2M | 0.01% | 1,882 | +1,882 | New position |
| Texas Instruments Inc. (TXN) | $1.2M | 0.01% | 3,924 | +3,924 | New position |
| Seagate Technology Holdings plc (STX) | $1.2M | 0.01% | 1,210 | +1,210 | New position |