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Data sourced from SEC EDGAR 13F filings

PricingTermsPrivacy© 2026 Super Investor · Not financial advice

Brad Slingerlend – NZS Capital, LLC

Period:
Q2 2026
Portfolio date:
Jun 30, 2026
No. of stocks:
61
Portfolio value:
$3,855,484,000
Filed:
Aug 14, 2026
Style:
Concentrated Tech Growth
HistStockActivityShare change% change to portfolio
Q2 2026filed Aug 14, 267 new24 added22 reduced4 exited
≡NVDA – NVIDIA CORPORATIONAdd 135.60%466,7932.21
≡LRCX – LAM RESEARCH CORPReduce 6.77%−38,8571.92
≡APH – AMPHENOL CORPAdd 34.96%265,3551.49
≡LIN – LINDE PLCReduce 20.87%−48,041−1.35
≡DHR – DANAHER CORP DELReduce 14.49%−80,903−1.17
≡TYL – TYLER TECHNOLOGIES INCReduce 17.76%−35,250−1.03
≡KLAC – KLA CORPAdd 816.38%352,4710.98
≡SNPS – SYNOPSYS INCReduce 70.27%−68,492−0.95
≡ON – ON SEMICONDUCTOR CORPBuy335,5310.82
≡CRWD – CROWDSTRIKE HLDGS INCAdd 362.50%37,3960.81
≡UBER – UBER TECHNOLOGIES INCReduce 29.79%−221,453−0.81
≡PEN – PENUMBRA INCSell−68,986−0.76
≡IR – INGERSOLL RAND INCReduce 12.83%−116,522−0.74
≡WDAY – WORKDAY INCReduce 6.44%−34,266−0.73
≡DSGX – DESCARTES SYS GROUP INCBuy398,9450.72
≡AXON – AXON ENTERPRISE INCAdd 54.43%40,3170.61
≡ROP – ROPER TECHNOLOGIES INCAdd 10.30%29,792−0.61
≡CSGP – COSTAR GROUP INCReduce 32.97%−233,875−0.61
≡DDOG – DATADOG INCBuy89,2000.60
≡AFRM – AFFIRM HLDGS INCSell−366,379−0.56
≡DASH – DOORDASH INCAdd 52.94%126,0270.55
≡AMT – AMERICAN TOWER CORPSell−91,839−0.53
≡LITE – LUMENTUM HLDGS INCBuy22,7020.51
≡NU – NU HLDGS LTDReduce 7.57%−237,603−0.50
≡PWR – QUANTA SVCS INCAdd 22.93%22,3390.45
≡Z – ZILLOW GROUP INCReduce 24.27%−141,930−0.45
≡SYK – STRYKER CORPORATIONAdd 10.94%25,512−0.44
≡MSFT – MICROSOFT CORPReduce 32.85%−24,814−0.44
≡GOOG – ALPHABET INCAdd 10.57%80,3860.43
≡TXN – TEXAS INSTRS INCReduce 7.20%−38,4410.37
≡MRVL – MARVELL TECHNOLOGY INCReduce 47.24%−218,8360.36
≡AMZN – AMAZON COM INCBuy57,8700.36
≡AJG – GALLAGHER ARTHUR J & COAdd 5.60%20,648−0.35
≡AXGN – AXOGEN INCBuy278,1700.33
≡LSCC – LATTICE SEMICONDUCTOR CORPReduce 36.61%−206,519−0.33
≡SNOW – SNOWFLAKE INCReduce 9.86%−32,7230.31
≡AAPL – APPLE INCReduce 8.47%−15,634−0.29
≡URI – UNITED RENTALS INCReduce 6.90%−6,3730.28
≡HTFL – HEARTFLOW INCAdd 126.11%365,8810.26
≡ARM – ARM HOLDINGS PLCReduce 50.91%−237,925−0.25
≡MELI – MERCADOLIBRE INCAdd 15.85%4,715−0.20
≡ISRG – INTUITIVE SURGICAL INCAdd 37.17%59,133−0.20
≡CRM – SALESFORCE INCSell−29,457−0.18
≡FROG – JFROG LTDReduce 19.81%−107,1080.18
≡ADI – ANALOG DEVICES INCReduce 17.09%−12,009−0.15
≡TOST – TOAST INCAdd 9.14%134,818−0.14
≡RDDT – REDDIT INCAdd 31.16%29,9180.14
≡COIN – COINBASE GLOBAL INCAdd 19.28%16,725−0.11
≡FIG – FIGMA INCAdd 132.00%359,2140.10
≡SHOP – SHOPIFY INCAdd 27.86%153,364−0.09
≡HEI – HEICO CORP NEWReduce 5.81%−9,439−0.07
≡SPCX – SPACE EXPLORATION TECHN CORPBuy14,0680.06
≡SAIL – SAILPOINT INCAdd 9.59%221,374−0.06
≡IOT – SAMSARA INCAdd 113.47%58,4620.04
≡SPOT – SPOTIFY TECHNOLOGY S AAdd 81.05%4,9770.03
≡GLBE – GLOBAL E ONLINE LTDAdd 17.07%167,2000.03
≡TEAM – ATLASSIAN CORPORATIONAdd 10.80%39,549−0.01
Q1 2026filed May 15, 264 new25 added10 reduced8 exited
≡AMT – AMERICAN TOWER CORPReduce 85.22%−529,738−2.82
≡SYK – STRYKER CORPORATIONBuy233,1192.55
≡IT – GARTNER INCSell−301,284−2.33
≡TYL – TYLER TECHNOLOGIES INCAdd 508.41%165,844
Q4 2025filed Feb 12, 265 new21 added12 reduced4 exited
≡FISV – FISERV INCSell−544,102−2.15
≡AJG – GALLAGHER ARTHUR J & COBuy229,7041.82
≡DHR – DANAHER CORPORATIONAdd 28.50%139,8711.45
≡APH – AMPHENOL CORP NEWReduce 44.91%−396,200
Q3 2025filed Nov 12, 256 new36 added11 reduced5 exited
≡WDAY – WORKDAY INCBuy405,5142.99
≡MCHP – MICROCHIP TECHNOLOGY INC.Sell−1,231,066−2.94
≡NVDA – NVIDIA CORPORATIONReduce 62.25%−554,822−2.86
≡ADSK – AUTODESK INCSell−202,937
Q2 2025filed Aug 13, 252 new44 added8 reduced1 exited
≡CPRT – COPART INCSell−710,561−1.81
≡MSFT – MICROSOFT CORPReduce 55.10%−90,858−1.54
≡NVDA – NVIDIA CORPORATIONAdd 25.38%180,4071.31
≡IR – INGERSOLL RAND INCBuy460,512
Q1 2025filed May 14, 256 new19 added14 reduced6 exited
≡MSFT – MICROSOFT CORPReduce 31.94%−77,396−1.56
≡ANSYS INCSell−89,543−1.29
≡APH – AMPHENOL CORP NEWAdd 41.37%402,6301.19
≡TT – TRANE TECHNOLOGIES PLCAdd 75.54%73,3911.06
Q4 2024filed Feb 14, 255 new12 added26 reduced4 exited
≡MSFT – MICROSOFT CORPReduce 32.35%−115,865−1.66
≡KLAC – KLA CORPReduce 43.26%−47,904−1.66
≡AMD – ADVANCED MICRO DEVICES INCReduce 77.40%−200,308−1.35
≡ANSYS INCBuy89,5431.29
Q3 2024filed Nov 14, 243 new19 added9 reduced3 exited
≡NFLX – NETFLIX INCReduce 80.42%−77,969−2.16
≡AMT – AMERICAN TOWER CORP NEWBuy170,3401.54
≡ADSK – AUTODESK INCAdd 104.05%97,3841.10
≡ROP – ROPER TECHNOLOGIES INCAdd 92.02%54,558
Q2 2024filed Aug 14, 249 new19 added7 reduced5 exited
≡WDAY – WORKDAY INCSell−323,323−3.66
≡SUI – SUN CMNTYS INCSell−353,031−1.88
≡APH – AMPHENOL CORP NEWAdd 5.69%46,545−1.53
≡ROP – ROPER TECHNOLOGIES INCBuy59,291
Q1 2024filed May 15, 243 new33 added9 reduced4 exited
≡ANSYS INCSell−110,821−2.12
≡NFLX – NETFLIX INCAdd 666.71%75,8321.91
≡NOW – SERVICENOW INCReduce 78.04%−31,084−1.21
≡AAPL – APPLE INCReduce 20.04%−46,778−1.04
Q4 2023filed Feb 14, 244 new23 added18 reduced14 exited
≡TMUS – T-MOBILE US INCSell−328,701−2.48
≡BALL – BALL CORPSell−658,101−1.76
≡NEE – NEXTERA ENERGY INCSell−510,108−1.57
≡ADSK – AUTODESK INCSell−124,111
Q3 2023filed Nov 14, 233 new13 added19 reduced2 exited
≡APH – AMPHENOL CORP NEWAdd 121.87%402,0571.91
≡GOOG – ALPHABET INCAdd 14.39%101,7641.46
≡ANSYS INCBuy81,5291.31
≡CRM – SALESFORCE INCReduce 55.80%−113,469−1.17
1.81
≡PCOR – PROCORE TECHNOLOGIES INCSell−773,108−1.72
≡APH – AMPHENOL CORPAdd 56.19%273,0491.18
≡TTAN – SERVICETITAN INCSell−362,203−1.18
≡ARM – ARM HOLDINGS PLCAdd 13.49%55,5550.98
≡WDAY – WORKDAY INCAdd 8.92%43,566−0.91
≡DHR – DANAHER CORP DELReduce 11.46%−72,257−0.90
≡AJG – GALLAGHER ARTHUR J & COAdd 60.63%139,2610.84
≡CGNX – COGNEX CORPSell−692,849−0.76
≡NOW – SERVICENOW INCSell−142,676−0.67
≡LIN – LINDE PLCReduce 5.80%−14,1700.61
≡TEAM – ATLASSIAN CORPORATIONAdd 29.16%82,695−0.58
≡GOOG – ALPHABET INCReduce 6.71%−54,691−0.57
≡ISRG – INTUITIVE SURGICAL INCAdd 43.33%48,1000.52
≡FND – FLOOR & DECOR HLDGS INCSell−270,274−0.50
≡PWR – QUANTA SVCS INCReduce 5.67%−5,8510.45
≡MRVL – MARVELL TECHNOLOGY INCAdd 10.21%42,9110.43
≡FROG – JFROG LTDAdd 128.83%304,3620.39
≡CDNS – CADENCE DESIGN SYSTEM INCAdd 12.25%57,5660.38
≡KLAC – KLA CORPReduce 7.78%−3,6400.38
≡HEI – HEICO CORP NEWAdd 43.06%48,8960.36
≡ROP – ROPER TECHNOLOGIES INCAdd 27.83%62,9800.32
≡NVDA – NVIDIA CORPORATIONAdd 17.04%50,1210.32
≡SHOP – SHOPIFY INCAdd 45.10%171,0610.30
≡NET – CLOUDFLARE INCAdd 28.69%30,5660.30
≡LMND – LEMONADE INCSell−130,379−0.28
≡MELI – MERCADOLIBRE INCAdd 28.03%6,5150.28
≡PEN – PENUMBRA INCReduce 36.47%−39,600−0.28
≡SABR – SABRE CORPBuy5,508,4440.27
≡DASH – DOORDASH INCAdd 68.84%97,0600.21
≡LRCX – LAM RESEARCH CORPReduce 22.41%−165,7860.21
≡SAIL – SAILPOINT INCAdd 17.83%349,426−0.20
≡CRM – SALESFORCE INCBuy29,4570.18
≡AAPL – APPLE INCReduce 11.68%−24,396−0.18
≡TOST – TOAST INCAdd 13.81%178,995−0.11
≡AXON – AXON ENTERPRISE INCAdd 35.32%19,3320.10
≡MNDY – MONDAY COM LTDSell−16,646−0.08
≡IOT – SAMSARA INCBuy51,5220.05
≡HTFL – HEARTFLOW INCAdd 38.36%80,4450.05
≡CSGP – COSTAR GROUP INCAdd 60.74%268,0640.04
≡IR – INGERSOLL RAND INCReduce 7.59%−74,6100.04
≡FIG – FIGMA INCAdd 52.42%93,594−0.01
≡SNOW – SNOWFLAKE INCAdd 33.54%83,325−0.00
≡Z – ZILLOW GROUP INCAdd 51.24%198,150−0.00
−1.33
≡GOOG – ALPHABET INCReduce 8.52%−75,9041.20
≡CDNS – CADENCE DESIGN SYSTEM INCReduce 8.36%−42,887−1.01
≡SHOP – SHOPIFY INCReduce 39.92%−252,069−1.00
≡CMG – CHIPOTLE MEXICAN GRILL INCSell−660,172−0.79
≡AMT – AMERICAN TOWER CORP NEWAdd 41.20%181,3640.75
≡TT – TRANE TECHNOLOGIES PLCAdd 48.15%62,6520.62
≡CRM – SALESFORCE INCSell−80,846−0.59
≡ARM – ARM HOLDINGS PLCReduce 8.08%−36,207−0.56
≡URI – UNITED RENTALS INCReduce 5.43%−5,173−0.55
≡PGR – PROGRESSIVE CORPReduce 6.44%−32,232−0.51
≡LRCX – LAM RESEARCH CORPReduce 30.95%−331,513−0.51
≡AAPL – APPLE INCAdd 29.57%47,6830.48
≡TYL – TYLER TECHNOLOGIES INCBuy32,6200.45
≡FROG – JFROG LTDBuy236,2470.45
≡LIN – LINDE PLCAdd 27.43%52,5960.41
≡TEAM – ATLASSIAN CORPORATIONAdd 34.29%72,4230.38
≡PEN – PENUMBRA INCAdd 24.83%21,6020.36
≡AXON – AXON ENTERPRISE INCAdd 92.91%26,3620.33
≡UBER – UBER TECHNOLOGIES INCAdd 46.09%228,4870.33
≡MNDY – MONDAY COM LTDReduce 74.43%−48,441−0.31
≡LSCC – LATTICE SEMICONDUCTOR CORPReduce 17.85%−119,823−0.26
≡IT – GARTNER INCAdd 16.76%43,2460.25
≡NVDA – NVIDIA CORPORATIONReduce 12.60%−42,393−0.24
≡MRVL – MARVELL TECHNOLOGY INCReduce 18.75%−96,974−0.24
≡WDAY – WORKDAY INCAdd 20.48%83,0620.23
≡NFLX – NETFLIX INCSell−6,107−0.22
≡ADI – ANALOG DEVICES INCAdd 40.82%19,9650.20
≡HTFL – HEARTFLOW INCBuy209,6880.19
≡TTAN – SERVICETITAN INCAdd 5.99%20,4560.13
≡IR – INGERSOLL RAND INCAdd 9.97%89,1100.13
≡SPOT – SPOTIFY TECHNOLOGY S ABuy6,0190.11
≡MELI – MERCADOLIBRE INCAdd 8.53%1,826−0.10
≡NOW – SERVICENOW INCAdd 438.70%116,191−0.08
≡DASH – DOORDASH INCAdd 29.88%32,4360.08
≡CSGP – COSTAR GROUP INCAdd 18.19%67,930−0.05
≡Z – ZILLOW GROUP INCAdd 19.80%63,9300.05
≡FIG – FIGMA INCAdd 14.75%22,955−0.04
≡SAIL – SAILPOINT INCAdd 12.16%212,4890.03
−2.14
≡IT – GARTNER INCBuy258,0382.08
≡CYBERARK SOFTWARE LTDSell−116,707−1.61
≡SNPS – SYNOPSYS INCBuy94,8491.43
≡NET – CLOUDFLARE INCReduce 64.81%−194,752−1.31
≡APH – AMPHENOL CORP NEWReduce 33.32%−440,817−1.10
≡IR – INGERSOLL RAND INCAdd 94.00%432,8690.96
≡TT – TRANE TECHNOLOGIES PLCReduce 25.54%−44,641−0.92
≡ON – ON SEMICONDUCTOR CORPSell−445,379−0.79
≡GOOG – ALPHABET INCReduce 8.67%−84,5860.76
≡MPWR – MONOLITHIC PWR SYS INCBuy26,0000.73
≡SAIL – SAILPOINT INCAdd 186.65%1,137,6430.71
≡NOW – SERVICENOW INCAdd 445.74%21,6320.58
≡ROP – ROPER TECHNOLOGIES INCAdd 50.16%73,1130.53
≡PWR – QUANTA SVCS INCAdd 71.64%42,6050.53
≡AAPL – APPLE INCAdd 42.60%48,1710.47
≡LSCC – LATTICE SEMICONDUCTOR CORPAdd 6.02%38,1150.45
≡DHR – DANAHER CORPORATIONAdd 27.93%107,1610.40
≡TOST – TOAST INCAdd 6.11%74,047−0.39
≡CMG – CHIPOTLE MEXICAN GRILL INCAdd 7.84%47,967−0.38
≡NU – NU HLDGS LTDAdd 26.55%637,4420.37
≡ADI – ANALOG DEVICES INCBuy48,9140.37
≡FISV – FISERV INCAdd 27.71%118,053−0.35
≡TEAM – ATLASSIAN CORPORATIONAdd 5.61%11,219−0.35
≡LIN – LINDE PLCAdd 25.11%38,4900.35
≡THO – THOR INDS INCSell−112,845−0.34
≡COIN – COINBASE GLOBAL INCReduce 13.87%−13,578−0.29
≡TXN – TEXAS INSTRS INCAdd 14.45%63,023−0.27
≡GLBE – GLOBAL E ONLINE LTDAdd 39.33%268,3280.26
≡MNDY – MONDAY COM LTDAdd 415.42%52,4590.25
≡FIG – FIGMA INCBuy155,5820.25
≡ISRG – INTUITIVE SURGICAL INCAdd 61.06%41,7080.25
≡TTAN – SERVICETITAN INCAdd 44.93%105,9440.20
≡RGEN – REPLIGEN CORPAdd 35.43%51,4830.19
≡KLAC – KLA CORPReduce 16.21%−9,189−0.16
≡FND – FLOOR & DECOR HLDGS INCAdd 50.63%89,9970.15
≡DASH – DOORDASH INCAdd 19.09%17,4020.14
≡RDDT – REDDIT INCReduce 7.98%−8,0960.14
≡AXON – AXON ENTERPRISE INCAdd 6.18%1,652−0.13
≡AFRM – AFFIRM HLDGS INCReduce 5.66%−21,404−0.09
≡ARM – ARM HOLDINGS PLCAdd 32.85%110,7650.09
≡CGNX – COGNEX CORPReduce 28.71%−276,308−0.09
≡PGR – PROGRESSIVE CORPAdd 22.59%92,2310.08
≡AMT – AMERICAN TOWER CORP NEWAdd 31.63%105,7890.08
≡HEI.A – HEICO CORP NEWAdd 7.84%14,360−0.07
≡SNOW – SNOWFLAKE INCAdd 5.83%13,604−0.07
≡PEN – PENUMBRA INCAdd 24.92%17,3550.07
≡URI – UNITED RENTALS INCReduce 13.83%−15,300−0.05
≡MRVL – MARVELL TECHNOLOGY INCAdd 5.80%28,3780.05
≡Z – ZILLOW GROUP INCAdd 6.74%20,3730.04
≡CRWD – CROWDSTRIKE HLDGS INCAdd 48.43%3,2990.03
≡LMND – LEMONADE INCAdd 7.83%9,3760.03
≡UBER – UBER TECHNOLOGIES INCAdd 6.47%30,1130.01
≡CRM – SALESFORCE INCAdd 25.82%16,593−0.01
≡CSGP – COSTAR GROUP INCAdd 6.53%22,9050.01
1.30
≡FISV – FISERV INCAdd 19.24%68,732−1.06
≡ARM – ARM HOLDINGS PLCAdd 76.23%145,8590.93
≡ROP – ROPER TECHNOLOGIES INCAdd 7.20%9,794−0.81
≡PWR – QUANTA SVCS INCBuy59,4680.76
≡COIN – COINBASE GLOBAL INCAdd 76.89%42,5610.74
≡GOOG – ALPHABET INCAdd 5.06%46,962−0.66
≡PGR – PROGRESSIVE CORPAdd 20.77%70,244−0.61
≡MCHP – MICROCHIP TECHNOLOGY INC.Add 15.03%160,8240.61
≡MRVL – MARVELL TECHNOLOGY INCAdd 77.72%213,8200.52
≡DASH – DOORDASH INCReduce 38.99%−58,243−0.47
≡CSGP – COSTAR GROUP INCReduce 11.55%−45,781−0.46
≡LRCX – LAM RESEARCH CORPAdd 13.21%123,1180.44
≡CDNS – CADENCE DESIGN SYSTEM INCAdd 18.01%80,7020.40
≡UBER – UBER TECHNOLOGIES INCReduce 18.33%−104,525−0.40
≡SAIL – SAILPOINT INCAdd 562.20%517,4740.40
≡AXON – AXON ENTERPRISE INCReduce 44.74%−21,638−0.39
≡SNOW – SNOWFLAKE INCAdd 10.63%22,4350.38
≡HEI – HEICO CORP NEWReduce 16.87%−23,030−0.38
≡FND – FLOOR & DECOR HLDGS INCReduce 21.12%−47,586−0.36
≡AFRM – AFFIRM HLDGS INCAdd 36.29%100,7350.32
≡CYBERARK SOFTWARE LTDAdd 27.99%25,5260.22
≡TTAN – SERVICETITAN INCAdd 58.97%87,4670.22
≡RDDT – REDDIT INCAdd 55.56%36,2110.21
≡NU – NU HLDGS LTDAdd 19.95%399,2200.20
≡NFLX – NETFLIX INCReduce 45.69%−5,138−0.19
≡TXN – TEXAS INSTRS INCAdd 8.42%33,885−0.18
≡MELI – MERCADOLIBRE INCAdd 8.63%1,6860.17
≡GLBE – GLOBAL E ONLINE LTDAdd 16.37%96,004−0.16
≡CMG – CHIPOTLE MEXICAN GRILL INCAdd 37.45%166,7880.16
≡PEN – PENUMBRA INCAdd 9.65%6,125−0.16
≡CGNX – COGNEX CORPAdd 8.42%74,734−0.16
≡TOST – TOAST INCAdd 8.25%92,3470.15
≡PCOR – PROCORE TECHNOLOGIES INCAdd 39.49%211,8250.14
≡RGEN – REPLIGEN CORPAdd 10.14%13,372−0.14
≡Z – ZILLOW GROUP INCAdd 8.83%24,536−0.14
≡ISRG – INTUITIVE SURGICAL INCAdd 8.99%5,632−0.14
≡TEAM – ATLASSIAN CORPORATIONAdd 26.45%41,826−0.13
≡LSCC – LATTICE SEMICONDUCTOR CORPAdd 28.46%140,257−0.11
≡AAPL – APPLE INCAdd 25.89%23,257−0.11
≡LIN – LINDE PLCAdd 26.61%32,213−0.10
≡SHOP – SHOPIFY INCAdd 14.51%77,1150.10
≡ON – ON SEMICONDUCTOR CORPAdd 13.42%52,7150.07
≡CRM – SALESFORCE INCAdd 44.74%19,8610.06
≡ADSK – AUTODESK INCAdd 15.04%26,5340.05
≡DHR – DANAHER CORPORATIONAdd 35.30%100,083−0.05
≡CRWD – CROWDSTRIKE HLDGS INCAdd 34.70%1,7550.04
≡HEI.A – HEICO CORP NEWAdd 9.89%16,4910.03
≡LMND – LEMONADE INCAdd 9.85%10,7380.02
≡AMT – AMERICAN TOWER CORP NEWAdd 29.46%76,107−0.02
≡THO – THOR INDS INCAdd 9.84%10,105−0.01
≡URI – UNITED RENTALS INCAdd 10.77%10,7590.01
≡NVDA – NVIDIA CORPORATIONAdd 68.48%288,9501.06
≡AAPL – APPLE INCReduce 44.50%−72,006−0.83
≡TTD – THE TRADE DESK INCSell−153,998−0.77
≡MRVL – MARVELL TECHNOLOGY INCBuy275,1330.76
≡GTLS – CHART INDS INCSell−92,644−0.75
≡CCJ – CAMECO CORPSell−330,981−0.72
≡DHR – DANAHER CORPORATIONReduce 16.15%−54,622−0.68
≡FISV – FISERV INCReduce 25.57%−122,771−0.64
≡LIN – LINDE PLCReduce 32.02%−57,003−0.63
≡AMT – AMERICAN TOWER CORP NEWAdd 5.13%12,6130.62
≡CDNS – CADENCE DESIGN SYSTEM INCAdd 26.20%93,0500.60
≡SNOW – SNOWFLAKE INCAdd 51.39%71,6270.47
≡TEAM – ATLASSIAN CORPORATIONAdd 55.95%56,7320.46
≡CYBERARK SOFTWARE LTDAdd 27.67%19,7600.38
≡CDW – CDW CORPSell−47,573−0.35
≡URI – UNITED RENTALS INCAdd 21.13%17,4180.35
≡PCOR – PROCORE TECHNOLOGIES INCAdd 36.28%142,7940.34
≡RDDT – REDDIT INCBuy65,1800.31
≡AMD – ADVANCED MICRO DEVICES INCSell−58,498−0.30
≡NU – NU HLDGS LTDAdd 30.92%472,6840.25
≡NET – CLOUDFLARE INCAdd 7.83%21,7440.25
≡PGR – PROGRESSIVE CORPReduce 15.54%−62,2290.23
≡ARM – ARM HOLDINGS PLCAdd 41.17%55,7970.21
≡AXON – AXON ENTERPRISE INCAdd 26.38%10,0940.18
≡CPRT – COPART INCAdd 5.98%40,1120.18
≡HEI – HEICO CORP NEWReduce 7.10%−10,4260.16
≡LMND – LEMONADE INCBuy108,9700.15
≡MNDY – MONDAY COM LTDBuy12,2470.13
≡TXN – TEXAS INSTRS INCReduce 5.02%−21,246−0.12
≡MELI – MERCADOLIBRE INCReduce 11.99%−2,6630.11
≡NOW – SERVICENOW INCReduce 24.07%−1,492−0.11
≡KLAC – KLA CORPReduce 6.90%−4,3350.11
≡CSGP – COSTAR GROUP INCReduce 8.58%−37,1920.09
≡COIN – COINBASE GLOBAL INCAdd 71.89%23,1500.09
≡CRWD – CROWDSTRIKE HLDGS INCBuy5,0570.08
≡DASH – DOORDASH INCReduce 18.52%−33,964−0.08
≡SAIL – SAILPOINT INCBuy92,0440.08
≡GLBE – GLOBAL E ONLINE LTDAdd 33.78%148,036−0.07
≡CRM – SALESFORCE INCAdd 26.03%9,1680.04
≡CGNX – COGNEX CORPAdd 16.97%128,7630.04
≡NFLX – NETFLIX INCReduce 12.35%−1,584−0.01
≡TEAM – ATLASSIAN CORPORATIONBuy101,4031.05
≡CPRT – COPART INCAdd 117.99%362,8881.01
≡MEDP – MEDPACE HLDGS INCSell−70,966−0.92
≡SNOW – SNOWFLAKE INCBuy139,3910.92
≡AAPL – APPLE INCReduce 43.05%−122,345−0.86
≡AMZN – AMAZON COM INCSell−114,376−0.83
≡CRM – SALESFORCE INCReduce 71.53%−88,481−0.82
≡GLBE – GLOBAL E ONLINE LTDAdd 214.84%299,0620.81
≡TT – TRANE TECHNOLOGIES PLCReduce 35.71%−53,971−0.76
≡GOOG – ALPHABET INCReduce 10.88%−112,8350.73
≡TTAN – SERVICETITAN INCBuy150,5060.66
≡SHOP – SHOPIFY INCReduce 7.25%−42,2460.63
≡APH – AMPHENOL CORP NEWAdd 6.83%62,2120.56
≡CCJ – CAMECO CORPReduce 51.69%−354,141−0.55
≡MRNA – MODERNA INCSell−196,973−0.51
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDSell−72,153−0.49
≡FISV – FISERV INCReduce 9.56%−50,7290.48
≡TXN – TEXAS INSTRS INCReduce 11.45%−54,786−0.47
≡NET – CLOUDFLARE INCAdd 6.53%17,0150.45
≡CDW – CDW CORPReduce 47.47%−42,998−0.45
≡TOST – TOAST INCReduce 6.38%−77,4600.42
≡ROP – ROPER TECHNOLOGIES INCAdd 14.47%16,4770.41
≡AMT – AMERICAN TOWER CORP NEWAdd 44.24%75,3640.37
≡AXON – AXON ENTERPRISE INCReduce 55.54%−47,806−0.37
≡COIN – COINBASE GLOBAL INCBuy32,2040.34
≡MCHP – MICROCHIP TECHNOLOGY INC.Add 14.19%134,913−0.33
≡AFRM – AFFIRM HLDGS INCAdd 8.55%22,1670.32
≡UBER – UBER TECHNOLOGIES INCAdd 34.91%148,9470.23
≡DASH – DOORDASH INCReduce 6.74%−13,2580.22
≡ADSK – AUTODESK INCReduce 7.18%−13,7110.18
≡PCOR – PROCORE TECHNOLOGIES INCReduce 13.43%−61,0660.16
≡CYBERARK SOFTWARE LTDReduce 30.80%−31,790−0.16
≡ON – ON SEMICONDUCTOR CORPReduce 8.07%−34,984−0.16
≡NVDA – NVIDIA CORPORATIONReduce 21.61%−116,299−0.14
≡FND – FLOOR & DECOR HLDGS INCAdd 31.25%54,3270.13
≡CGNX – COGNEX CORPReduce 5.99%−48,371−0.12
≡LRCX – LAM RESEARCH CORPAdd 896.72%851,424−0.11
≡NU – NU HLDGS LTDAdd 5.27%76,595−0.10
≡GTLS – CHART INDS INCReduce 33.35%−46,3490.08
≡NOW – SERVICENOW INCReduce 32.97%−3,049−0.04
≡NFLX – NETFLIX INCReduce 32.42%−6,154−0.04
≡Z – ZILLOW GROUP INCReduce 18.17%−62,5600.03
≡TTD – THE TRADE DESK INCReduce 17.04%−31,631−0.02
1.10
≡MSFT – MICROSOFT CORPReduce 5.65%−21,448−0.95
≡CRWD – CROWDSTRIKE HLDGS INCSell−49,543−0.78
≡AMZN – AMAZON COM INCReduce 43.02%−86,369−0.76
≡LRCX – LAM RESEARCH CORPAdd 10.47%9,000−0.73
≡NVDA – NVIDIA CORPORATIONReduce 14.34%−90,084−0.64
≡CPRT – COPART INCBuy307,5610.63
≡GOOG – ALPHABET INCAdd 6.24%60,946−0.58
≡PEN – PENUMBRA INCBuy62,0540.47
≡CCJ – CAMECO CORPAdd 68.69%278,9870.46
≡Z – ZILLOW GROUP INCAdd 44.57%106,1530.40
≡AAPL – APPLE INCAdd 11.75%29,8890.38
≡DIS – DISNEY WALT COSell−92,045−0.37
≡SOLV – SOLVENTUM CORPSell−156,639−0.34
≡DASH – DOORDASH INCAdd 15.66%26,6150.34
≡LIN – LINDE PLCReduce 10.60%−20,343−0.26
≡CRM – SALESFORCE INCAdd 15.18%16,3030.19
≡CDW – CDW CORPAdd 30.14%20,9750.16
≡MEDP – MEDPACE HLDGS INCAdd 11.30%7,206−0.15
≡FISV – FISERV INCReduce 15.62%−98,284−0.13
≡LSCC – LATTICE SEMICONDUCTOR CORPAdd 28.39%109,7400.11
≡CGNX – COGNEX CORPAdd 12.47%89,514−0.10
≡CDNS – CADENCE DESIGN SYSTEM INCAdd 16.68%49,622−0.09
≡APH – AMPHENOL CORP NEWAdd 5.35%46,292−0.07
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDReduce 8.26%−6,497−0.07
≡NU – NU HLDGS LTDReduce 6.18%−95,666−0.05
≡GTLS – CHART INDS INCAdd 29.46%31,6280.04
≡ARM – ARM HOLDINGS PLCAdd 25.17%27,0260.03
≡PCOR – PROCORE TECHNOLOGIES INCAdd 15.53%61,1320.02
≡GLBE – GLOBAL E ONLINE LTDAdd 8.97%11,4560.02
≡TT – TRANE TECHNOLOGIES PLCReduce 10.99%−18,660−0.00
1.37
≡HEI – HEICO CORP NEWBuy136,8611.26
≡HEI.A – HEICO CORP NEWBuy156,8651.14
≡DXCM – DEXCOM INCSell−195,307−1.12
≡ADSK – AUTODESK INCBuy93,5920.95
≡NVDA – NVIDIA CORPORATIONAdd 472.43%518,588−0.93
≡AAPL – APPLE INCAdd 36.27%67,6850.87
≡ARM – ARM HOLDINGS PLCBuy107,3820.72
≡TXN – TEXAS INSTRS INCAdd 8.87%40,4030.66
≡CDW – CDW CORPBuy69,5960.64
≡SHOCKWAVE MED INCSell−46,203−0.62
≡MEDP – MEDPACE HLDGS INCAdd 99.21%31,7530.54
≡NFLX – NETFLIX INCAdd 11.18%9,7460.49
≡TDY – TELEDYNE TECHNOLOGIES INCSell−27,174−0.48
≡AMD – ADVANCED MICRO DEVICES INCReduce 11.46%−33,069−0.46
≡Z – ZILLOW GROUP INCBuy238,1640.45
≡TTD – THE TRADE DESK INCAdd 99.31%91,2510.40
≡MCHP – MICROCHIP TECHNOLOGY INC.Add 9.85%86,1330.35
≡SOLV – SOLVENTUM CORPBuy156,6390.34
≡TT – TRANE TECHNOLOGIES PLCReduce 19.08%−40,036−0.32
≡AFRM – AFFIRM HLDGS INCBuy252,1620.31
≡CRM – SALESFORCE INCAdd 55.33%38,2580.27
≡MRNA – MODERNA INCAdd 23.35%36,2310.25
≡DHR – DANAHER CORPORATIONAdd 6.95%20,3320.17
≡LIN – LINDE PLCAdd 12.21%20,8740.16
≡PCOR – PROCORE TECHNOLOGIES INCAdd 10.08%36,045−0.15
≡URI – UNITED RENTALS INCAdd 5.74%4,423−0.14
≡CRWD – CROWDSTRIKE HLDGS INCReduce 28.02%−19,284−0.14
≡DIS – DISNEY WALT COAdd 96.31%45,1580.14
≡CMG – CHIPOTLE MEXICAN GRILL INCAdd 4087.69%408,360−0.13
≡CYBERARK SOFTWARE LTDReduce 9.36%−10,462−0.10
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDReduce 5.39%−4,4820.09
≡MSFT – MICROSOFT CORPReduce 5.76%−23,193−0.07
≡GLBE – GLOBAL E ONLINE LTDAdd 36.18%33,9380.05
≡ISRG – INTUITIVE SURGICAL INCReduce 6.85%−5,1270.03
≡NOW – SERVICENOW INCAdd 5.74%5020.02
≡RGEN – REPLIGEN CORPAdd 52.38%42,7000.02
≡NVDA – NVIDIA CORPORATIONReduce 8.20%−9,8011.00
≡LIN – LINDE PLCAdd 59.65%63,8920.98
≡PGR – PROGRESSIVE CORPAdd 26.00%82,5540.77
≡CSTM – CONSTELLIUM SESell−639,609−0.67
≡MEDP – MEDPACE HLDGS INCBuy32,0070.54
≡AMD – ADVANCED MICRO DEVICES INCReduce 15.22%−51,825−0.48
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDBuy83,1320.47
≡TSLA – TESLA INCSell−33,991−0.44
≡TT – TRANE TECHNOLOGIES PLCAdd 24.23%40,9210.44
≡APH – AMPHENOL CORP NEWAdd 22.74%151,5750.44
≡PANW – PALO ALTO NETWORKS INCSell−27,100−0.42
≡UBER – UBER TECHNOLOGIES INCAdd 39.96%116,8430.36
≡MSFT – MICROSOFT CORPAdd 8.65%32,066−0.31
≡CGNX – COGNEX CORPAdd 66.74%278,7860.31
≡URI – UNITED RENTALS INCAdd 16.24%10,7660.30
≡NU – NU HLDGS LTDAdd 45.29%485,4500.30
≡SHOP – SHOPIFY INCAdd 11.11%56,609−0.28
≡SHOCKWAVE MED INCAdd 22.38%8,4500.25
≡GOOG – ALPHABET INCAdd 22.19%182,5920.24
≡NET – CLOUDFLARE INCReduce 12.49%−34,876−0.24
≡CMG – CHIPOTLE MEXICAN GRILL INCAdd 22.01%1,8020.22
≡MCHP – MICROCHIP TECHNOLOGY INC.Add 36.63%234,3560.22
≡ISRG – INTUITIVE SURGICAL INCReduce 8.49%−6,940−0.21
≡FISV – FISERV INCAdd 11.32%61,5520.21
≡CRWD – CROWDSTRIKE HLDGS INCReduce 17.52%−14,624−0.21
≡LSCC – LATTICE SEMICONDUCTOR CORPAdd 33.57%94,6030.20
≡DHR – DANAHER CORPORATIONAdd 24.98%58,5020.18
≡GLBE – GLOBAL E ONLINE LTDBuy93,8070.14
≡AXON – AXON ENTERPRISE INCReduce 7.29%−6,537−0.14
≡CCJ – CAMECO CORPAdd 7.72%28,513−0.12
≡CDNS – CADENCE DESIGN SYSTEM INCAdd 7.62%21,091−0.12
≡GTLS – CHART INDS INCAdd 24.26%20,7280.11
≡TXN – TEXAS INSTRS INCAdd 20.41%77,214−0.10
≡FND – FLOOR & DECOR HLDGS INCAdd 22.08%30,1310.09
≡CYBERARK SOFTWARE LTDAdd 12.81%12,6920.09
≡CSGP – COSTAR GROUP INCAdd 20.45%73,9700.08
≡TTD – THE TRADE DESK INCAdd 28.43%20,3390.06
≡TDY – TELEDYNE TECHNOLOGIES INCAdd 51.22%9,2040.06
≡MELI – MERCADOLIBRE INCAdd 38.02%5,6660.06
≡DASH – DOORDASH INCReduce 12.80%−24,483−0.04
≡MRNA – MODERNA INCAdd 23.75%29,7710.03
≡ON – ON SEMICONDUCTOR CORPAdd 41.61%123,934−0.02
≡THO – THOR INDS INCAdd 22.60%17,764−0.02
≡SUI – SUN CMNTYS INCAdd 32.85%87,3010.01
≡DXCM – DEXCOM INCAdd 13.79%23,6650.00
−1.38
≡URI – UNITED RENTALS INCAdd 127.52%37,1471.30
≡ABNB – AIRBNB INCSell−138,990−1.03
≡OKTA – OKTA INCSell−228,876−1.00
≡AMD – ADVANCED MICRO DEVICES INCAdd 13.91%41,5900.99
≡UBER – UBER TECHNOLOGIES INCBuy292,4090.95
≡FAST – FASTENAL COSell−303,354−0.89
≡NVDA – NVIDIA CORPORATIONReduce 29.85%−50,885−0.87
≡SHOP – SHOPIFY INCAdd 17.23%74,8720.81
≡ANSYS INCAdd 35.93%29,2920.81
≡AAPL – APPLE INCReduce 31.91%−109,349−0.79
≡SLAB – SILICON LABORATORIES INCSell−126,308−0.79
≡TSCO – TRACTOR SUPPLY COSell−61,466−0.67
≡AXON – AXON ENTERPRISE INCAdd 54.83%31,7550.60
≡WDAY – WORKDAY INCReduce 9.91%−36,7820.57
≡MU – MICRON TECHNOLOGY INCSell−151,349−0.55
≡Z – ZILLOW GROUP INCSell−219,723−0.55
≡FND – FLOOR & DECOR HLDGS INCAdd 137.65%79,0500.52
≡AMZN – AMAZON COM INCReduce 34.87%−105,082−0.49
≡TT – TRANE TECHNOLOGIES PLCAdd 9.97%15,3060.49
≡RGEN – REPLIGEN CORPAdd 121.69%45,2720.46
≡CRWD – CROWDSTRIKE HLDGS INCAdd 13.41%9,8650.46
≡TOST – TOAST INCAdd 79.60%507,3220.46
≡KLAC – KLA CORPReduce 8.07%−10,3540.44
≡PANW – PALO ALTO NETWORKS INCBuy27,1000.42
≡CCJ – CAMECO CORPAdd 88.74%173,5730.42
≡CSGP – COSTAR GROUP INCAdd 19.47%58,9680.41
≡PGR – PROGRESSIVE CORPAdd 5.71%17,1400.41
≡MRNA – MODERNA INCAdd 183.18%81,0990.41
≡LRCX – LAM RESEARCH CORPReduce 7.85%−7,4060.40
≡DOCS – DOXIMITY INCSell−351,703−0.40
≡SHOCKWAVE MED INCBuy37,7530.38
≡PCOR – PROCORE TECHNOLOGIES INCAdd 35.72%91,3340.37
≡CGNX – COGNEX CORPAdd 66.73%167,2010.35
≡NET – CLOUDFLARE INCAdd 5.58%14,7510.33
≡DXCM – DEXCOM INCAdd 6.97%11,1770.32
≡DHR – DANAHER CORPORATIONAdd 22.86%43,5770.31
≡FISV – FISERV INCReduce 6.23%−36,1080.28
≡TTD – THE TRADE DESK INCBuy71,5460.27
≡DASH – DOORDASH INCAdd 10.79%18,6380.26
≡NU – NU HLDGS LTDAdd 80.67%478,6290.24
≡BILL – BILL HOLDINGS INCSell−38,454−0.22
≡APH – AMPHENOL CORP NEWReduce 8.92%−65,3170.17
≡NOW – SERVICENOW INCReduce 11.44%−5,1430.13
≡LSCC – LATTICE SEMICONDUCTOR CORPAdd 16.08%39,043−0.10
≡CYBERARK SOFTWARE LTDReduce 29.52%−41,514−0.10
≡TDY – TELEDYNE TECHNOLOGIES INCReduce 19.84%−4,447−0.07
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDSell−14,357−0.07
≡CDNS – CADENCE DESIGN SYSTEM INCReduce 13.33%−42,566−0.06
≡GTLS – CHART INDS INCAdd 17.36%12,639−0.05
≡MCHP – MICROCHIP TECHNOLOGY INC.Reduce 10.09%−71,7900.05
≡DIS – DISNEY WALT COReduce 19.84%−12,090−0.03
≡MELI – MERCADOLIBRE INCReduce 15.55%−2,7440.03
≡MSFT – MICROSOFT CORPReduce 14.39%−62,294−0.02
≡CRM – SALESFORCE INCReduce 19.84%−17,8290.02
≡NFLX – NETFLIX INCReduce 19.83%−2,8140.00
≡TT – TRANE TECHNOLOGIES PLCAdd 86.80%71,3700.89
≡TXN – TEXAS INSTRS INCReduce 16.10%−76,083−0.86
≡WDAY – WORKDAY INCReduce 18.17%−82,413−0.83
≡AAPL – APPLE INCReduce 15.73%−63,970−0.79
≡MCHP – MICROCHIP TECHNOLOGY INC.Reduce 12.96%−105,935−0.67
≡WOLFSPEED INCSell−238,054−0.66
≡FISV – FISERV INCReduce 8.40%−53,154−0.47
≡CCJ – CAMECO CORPBuy195,5990.42
≡TMUS – T-MOBILE US INCReduce 20.12%−82,799−0.38
≡BALL – BALL CORPReduce 10.30%−75,532−0.37
≡AMZN – AMAZON COM INCReduce 17.83%−65,413−0.33
≡KLAC – KLA CORPReduce 10.13%−14,449−0.29
≡FTCHQ – FARFETCH LTDSell−965,905−0.29
≡ON – ON SEMICONDUCTOR CORPAdd 17.10%43,1580.29
≡BILL – BILL HOLDINGS INCReduce 52.97%−43,309−0.25
≡TDY – TELEDYNE TECHNOLOGIES INCAdd 88.73%10,5390.25
≡CRWD – CROWDSTRIKE HLDGS INCAdd 25.26%14,8410.23
≡NU – NU HLDGS LTDBuy593,3210.23
≡LIN – LINDE PLCReduce 14.09%−17,148−0.22
≡AMD – ADVANCED MICRO DEVICES INCReduce 9.17%−30,194−0.22
≡ISRG – INTUITIVE SURGICAL INCReduce 5.65%−4,670−0.19
≡NEE – NEXTERA ENERGY INCAdd 8.87%41,571−0.17
≡TOST – TOAST INCReduce 9.41%−66,201−0.15
≡GTLS – CHART INDS INCAdd 13.05%8,4040.15
≡RGEN – REPLIGEN CORPAdd 30.39%8,6720.12
≡ABNB – AIRBNB INCReduce 21.43%−37,908−0.11
≡AXON – AXON ENTERPRISE INCAdd 6.96%3,7710.09
≡CGNX – COGNEX CORPAdd 7.05%16,501−0.08
≡CDNS – CADENCE DESIGN SYSTEM INCReduce 5.14%−17,2970.08
≡FAST – FASTENAL COAdd 8.16%22,8930.06
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDReduce 16.02%−2,739−0.02
≡LRCX – LAM RESEARCH CORPReduce 5.22%−5,199−0.02
≡DXCM – DEXCOM INCAdd 26.70%33,818−0.01