| UNPUNION PAC CORP | Add | 5.8% | 1,810,000 | +935,000 | +3.2pp | $231.32 |
| CMGCHIPOTLE MEXICAN GRILL INC | New Buy | 2.4% | 4,725,000 | +4,725,000 | +2.4pp | $37.00 |
| CEGCONSTELLATION ENERGY CORP | New Buy | 2.3% | 475,000 | +475,000 | +2.3pp | $353.27 |
| DHRDANAHER CORPORATION | Add | 1.9% | 600,000 | +550,000 | +1.8pp | $228.92 |
| BABAALIBABA GROUP HLDG LTD | New Buy | 1.7% | 825,000 | +825,000 | +1.7pp | $146.58 |
| RKTROCKET COS INC | Add | 2.5% | 9,515,000 | +5,515,000 | +1.6pp | $19.36 |
| APGAPI GROUP CORP | New Buy | 1.6% | 3,000,000 | +3,000,000 | +1.6pp | $38.26 |
| CRHCRH PLC | Add | 4.5% | 2,600,000 | +435,000 | +1.3pp | $124.80 |
| NVDANVIDIA CORPORATION | Add | 7.6% | 2,950,000 | +100,000 | +1.1pp | $186.50 |
| TPXSOMNIGROUP INTERNATIONAL INC | Add | 4.2% | 3,400,000 | +400,000 | +1.1pp | $89.28 |
| MTZMASTEC INC | Add | 2.8% | 925,000 | +200,000 | +0.9pp | $217.37 |
| SPOTSPOTIFY TECHNOLOGY S A | New Buy | 0.8% | 100,000 | +100,000 | +0.8pp | $580.71 |
| KVUEKENVUE INC | New Buy | 0.8% | 3,250,000 | +3,250,000 | +0.8pp | $17.25 |
| LYVLIVE NATION ENTERTAINMENT IN | Add | 3.4% | 1,725,000 | +375,000 | +0.7pp | $142.50 |
| PGRPROGRESSIVE CORP | New Buy | 0.7% | 220,000 | +220,000 | +0.7pp | $227.72 |
| TMOTHERMO FISHER SCIENTIFIC INC | New Buy | 0.4% | 50,000 | +50,000 | +0.4pp | $579.45 |
| WIXWIX COM LTD | New Buy | 0.3% | 225,000 | +225,000 | +0.3pp | $103.89 |
| CSXCSX CORP | New Buy | 0.2% | 500,000 | +500,000 | +0.2pp | $36.25 |
| CSGPCOSTAR GROUP INC | Add | 2.9% | 3,165,000 | +148,000 | -0.2pp | $67.24 |
| SPRYARS PHARMACEUTICALS INC | New Buy | 0.1% | 556,237 | +556,237 | +0.1pp | $11.65 |
| CTEVCLARITEV CORPORATION | New Buy | 0.1% | 145,000 | +145,000 | +0.1pp | $42.75 |
| BHCBAUSCH HEALTH COS INC | Add | 0.0% | 350,000 | +250,000 | +0.0pp | $6.95 |
| BNBROOKFIELD CORP | Add | 3.9% | 6,200,000 | +1,525,000 | +0.0pp | $45.89 |
| VSTEVISTRA CORP | Add | 2.2% | 1,005,000 | +70,000 | +0.0pp | $161.33 |