| NVIDIA Corp. (NVDA) | $3.1B | 10.74% | 15,600,375 | -1,054,019 | Trimmed |
| Alphabet Inc. (GOOG) | $3.1B | 10.70% | 8,800,064 | +2,157,597 | Added |
| Broadcom Inc. (AVGO) | $1.8B | 6.02% | 4,633,364 | -481,156 | Trimmed |
| Apple Inc. (AAPL) | $1.4B | 4.86% | 4,877,656 | -4,381,591 | Trimmed |
| Amazon.com Inc. (AMZN) | $1.0B | 3.53% | 4,304,655 | -1,110,110 | Trimmed |
| Microsoft Corp. (MSFT) | $856.2M | 2.95% | 2,295,227 | -2,193,265 | Trimmed |
| Advanced Micro Devices Inc. (AMD) | $848.2M | 2.92% | 1,460,164 | -435,264 | Trimmed |
| Eli Lilly & Co. (LLY) | $832.0M | 2.86% | 693,624 | -63,962 | Trimmed |
| Meta Platforms, Inc. (META) | $753.9M | 2.59% | 1,338,364 | -400,586 | Trimmed |
| Hilton Worldwide Holdings Inc. (HLT) | $722.8M | 2.49% | 2,187,153 | +442,156 | Added |
| ASML Holding N.V. (ASML) | $693.0M | 2.38% | 348,356 | -2,315 | Trimmed |
| Micron Technology Inc. (MU) | $645.8M | 2.22% | 559,488 | -24,193 | Trimmed |
| General Electric Co. (GE) | $638.4M | 2.20% | 1,708,225 | -678,578 | Trimmed |
| Arista Networks, Inc. (ANET) | $592.0M | 2.04% | 3,484,991 | +1,419,679 | Added |
| Lumentum Holdings Inc. (LITE) | $511.0M | 1.76% | 595,561 | +595,561 | New position |
| Visa Inc. (V) | $505.1M | 1.74% | 1,472,227 | +115,447 | Added |
| Seagate Technology Holdings plc (STX) | $498.9M | 1.72% | 517,006 | +517,006 | New position |
| Tesla, Inc. (TSLA) | $483.8M | 1.67% | 1,150,181 | -309,058 | Trimmed |
| KLA Corp. (KLAC) | $460.0M | 1.58% | 1,524,800 | -83,000 | Trimmed |
| Johnson Controls International plc (JCI) | $430.5M | 1.48% | 2,946,071 | +2,946,071 | New position |
| GE Vernova Inc. (GEV) | $423.9M | 1.46% | 360,801 | -173,170 | Trimmed |
| Analog Devices Inc. (ADI) | $396.8M | 1.36% | 999,060 | +92,623 | Added |
| Trane Technologies plc (TT) | $393.3M | 1.35% | 800,850 | +8,321 | Added |
| Vertiv Holdings Co. (VRT) | $389.2M | 1.34% | 1,162,369 | +297,642 | Added |
| Howmet Aerospace Inc. (HWM) | $379.8M | 1.31% | 1,412,714 | -73,867 | Trimmed |
| Caterpillar Inc. (CAT) | $373.5M | 1.28% | 350,774 | +350,774 | New position |
| Affirm Holdings, Inc. (AFRM) | $373.3M | 1.28% | 4,577,562 | +4,577,562 | New position |
| Mastercard Inc. (MA) | $369.5M | 1.27% | 719,495 | -117,082 | Trimmed |
| Amphenol Corp. (APH) | $360.5M | 1.24% | 2,044,422 | +716,415 | Added |
| Ecolab Inc. (ECL) | $350.6M | 1.21% | 1,258,248 | +729,628 | Added |
| Elanco Animal Health Inc. (ELAN) | $332.5M | 1.14% | 13,511,127 | -103,228 | Trimmed |
| AppLovin Corp. (APP) | $329.9M | 1.14% | 640,362 | +208,471 | Added |
| Parker-Hannifin Corp. (PH) | $318.1M | 1.09% | 325,169 | -56,730 | Trimmed |
| McKesson Corp. (MCK) | $317.8M | 1.09% | 420,541 | +40,965 | Added |
| C. H. Robinson Worldwide, Inc. (CHRW) | $307.1M | 1.06% | 1,630,787 | +47,794 | Added |
| Quanta Services, Inc. (PWR) | $303.5M | 1.04% | 421,452 | -278,548 | Trimmed |
| MSCI Inc. (MSCI) | $296.6M | 1.02% | 529,653 | +529,653 | New position |
| Sandisk Corp. (SNDK) | $295.3M | 1.02% | 129,876 | +129,876 | New position |
| Woodward, Inc. (WWD) | $293.6M | 1.01% | 690,171 | +690,171 | New position |
| Morgan Stanley (MS) | $286.8M | 0.99% | 1,372,032 | +406,593 | Added |
| Axon Enterprise, Inc. (AXON) | $283.0M | 0.97% | 504,819 | +504,819 | New position |
| O'Reilly Automotive, Inc. (ORLY) | $278.3M | 0.96% | 3,022,539 | +71,391 | Added |
| Celestica Inc. (CLS) | $260.6M | 0.90% | 714,367 | +714,367 | New position |
| Palantir Technologies Inc. (PLTR) | $230.6M | 0.79% | 1,976,130 | -1,474,758 | Trimmed |
| Space Exploration Technologies Corp. (SPCX) | $229.8M | 0.79% | 1,345,148 | +1,345,148 | New position |
| Oracle Corp. (ORCL) | $225.3M | 0.78% | 1,537,543 | +1,066,053 | Added |
| Shopify Inc. (SHOP) | $219.2M | 0.75% | 1,919,693 | -1,104,507 | Trimmed |
| Texas Instruments Inc. (TXN) | $194.0M | 0.67% | 650,733 | -35,438 | Trimmed |
| Lam Research Corp. (LRCX) | $192.5M | 0.66% | 444,164 | +429,575 | Added |
| Compass, Inc. (COMP) | $85.5M | 0.29% | 6,934,620 | 0 | Held |
| iShares Trust (IWF) | $24.7M | 0.09% | 199,230 | -169,474 | Trimmed |
| Western Digital Corp. (WDC) | $20.2M | 0.07% | 31,678 | +31,678 | New position |
| Datadog, Inc. (DDOG) | $18.7M | 0.06% | 71,940 | +71,940 | New position |
| Intuitive Surgical Inc. (ISRG) | $3.0M | 0.01% | 7,450 | -1,152,910 | Trimmed |
| Alphabet Inc. (GOOGL) | $2.9M | 0.01% | 8,169 | -229 | Trimmed |
| Vanguard Growth ETF (VUG) | $2.0M | 0.01% | 23,347 | -12,449 | Trimmed |
| Applied Materials Inc. (AMAT) | $1.7M | 0.01% | 2,360 | +2,360 | New position |
| Snowflake Inc. (SNOW) | $1.4M | 0.01% | 5,608 | -3,220,697 | Trimmed |
| Spotify Technology S.A. (SPOT) | $1.3M | 0.00% | 2,811 | -618,090 | Trimmed |
| Netflix Inc. (NFLX) | $859.7K | 0.00% | 12,041 | -6,259,289 | Trimmed |
| Chipotle Mexican Grill Inc. (CMG) | $546.0K | 0.00% | 16,060 | -22,869 | Trimmed |
| Moody's Corp. (MCO) | $512.7K | 0.00% | 1,132 | -293 | Trimmed |
| iShares S&P Growth Index FD (IVW) | $413.7K | 0.00% | 3,008 | -315 | Trimmed |
| Uber Technologies, Inc. (UBER) | $333.2K | 0.00% | 4,618 | -231 | Trimmed |
| Costco Wholesale Corp. (COST) | $239.5K | 0.00% | 256 | -9,965 | Trimmed |
| Linde plc (LIN) | $214.8K | 0.00% | 414 | -24 | Trimmed |