other
$230.6B
Capital committed
10
Active investors
221
New positions
20
Follow-on adds
Stocks
- V — VISA INC. (score 50)
- AVGO — Broadcom Inc. (score 50)
- TSM — TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (score 50)
- CUSIP-060505104 — BK OF AMERICA CORP (score 45)
- CUSIP-038222105 — APPLIED MATLS INC (score 45)
- CUSIP-N07059210 — ASML HLDG NV (score 45)
- SPOT — Spotify Technology S.A. (score 45)
- CUSIP-02005N100 — ALLY FINL INC (score 40)
- AAPL — Apple Inc. (score 40)
- CVX — CHEVRON CORP (score 40)
- KO — COCA COLA CO (score 40)
- KR — KROGER CO (score 40)
- LLYVA — Liberty Live Holdings, Inc. (score 40)
- MCO — MOODYS CORP /DE/ (score 40)
- CHRW — C. H. ROBINSON WORLDWIDE, INC. (score 40)
- CVNA — CARVANA CO. (score 40)
- CUSIP-16935C109 — CHIME FINL INC (score 40)
- CEG — Constellation Energy Corp (score 40)
- DASH — DoorDash, Inc. (score 40)
- ETN — Eaton Corp plc (score 40)
- EQIX — EQUINIX INC (score 40)
- GEV — GE Vernova Inc. (score 40)
- ISRG — INTUITIVE SURGICAL INC (score 40)
- LRCX — LAM RESEARCH CORP (score 40)
- NTRA — Natera, Inc. (score 40)
- NFLX — NETFLIX INC (score 40)
- CUSIP-83443Q103 — SOLSTICE ADVANCED MATLS INC (score 40)
- VRT — Vertiv Holdings Co (score 40)
- ZG — ZILLOW GROUP, INC. (score 40)
- AXP — AMERICAN EXPRESS CO (score 35)
- CUSIP-14040H105 — CAPITAL ONE FINL CORP (score 35)
- CUSIP-55616P104 — MACYS INC (score 35)
- VRSN — VERISIGN INC/CA (score 35)
- SPGI — S&P Global Inc. (score 35)
- APP — AppLovin Corp (score 35)
- MTZ — MASTEC INC (score 35)
- MU — MICRON TECHNOLOGY INC (score 35)
- QCOM — QUALCOMM INC/DE (score 35)
- SNPS — SYNOPSYS INC (score 35)
- MSCI — MSCI Inc. (score 35)
- DVA — DAVITA INC. (score 30)
- DAL — DELTA AIR LINES, INC. (score 30)
- CUSIP-546347105 — LOUISIANA PAC CORP (score 30)
- NYT — NEW YORK TIMES CO (score 30)
- CUSIP-829933100 — SIRIUSXM HOLDINGS INC (score 30)
- ABR — ARBOR REALTY TRUST INC (score 30)
- CAI — Caris Life Sciences, Inc. (score 30)
- ENPH — Enphase Energy, Inc. (score 30)
- NVAX — NOVAVAX INC (score 30)
- PTON — PELOTON INTERACTIVE, INC. (score 30)
- PINS — PINTEREST, INC. (score 30)
- RNG — RingCentral, Inc. (score 30)
- CUSIP-88339J105 — THE TRADE DESK INC (score 30)
- PATH — UiPath, Inc. (score 30)
- CUSIP-91680M107 — UPSTART HLDGS INC (score 30)
- AXON — AXON ENTERPRISE, INC. (score 30)
- MELI — MERCADOLIBRE INC (score 30)
- SNDK — Sandisk Corp (score 30)
- BMI — BADGER METER INC (score 30)
- CUSIP-093671105 — BLOCK H & R INC (score 30)
- CUSIP-88034P109 — TENCENT MUSIC ENTMT GROUP (score 30)
- EQPT — EquipmentShare.com Inc (score 30)
- INTC — INTEL CORP (score 30)
- CUSIP-55024U109 — LUMENTUM HLDGS INC (score 30)
- CUSIP-770701100 — ROBINHOOD VENTURES FD I (score 30)
- PAYP — PayPay Corp (score 27)
- CUSIP-72919P202 — PLUG PWR INC (score 22)
- TSLA — Tesla, Inc. (score 20)
- UBER — Uber Technologies, Inc (score 20)
- CUSIP-98390R102 — XANADU QUANTUM TECHNOLO LTD (score 18)
- LCID — Lucid Group, Inc. (score 16)
- CUSIP-679369108 — OLAPLEX HLDGS INC (score 15)
- SFIX — Stitch Fix, Inc. (score 15)
- CPNG — Coupang, Inc. (score 15)
- CRWV — CoreWeave, Inc. (score 15)
- CUSIP-874039100 — TAIWAN SEMICONDUCTOR MFG LTD (score 15)
- VST — Vistra Corp. (score 15)
- CUSIP-464286772 — ISHARES INC (score 15)
- BIDU — Baidu, Inc. (score 15)
- CROX — Crocs, Inc. (score 15)
- CUSIP-42806J148 — HERTZ GLOBAL HLDGS INC (score 12)
- CHPT — ChargePoint Holdings, Inc. (score 11)
- CUSIP-42806J700 — HERTZ GLOBAL HLDGS INC (score 11)
- AON — Aon plc (score 10)
- CUSIP-00165C302 — AMC ENTMT HLDGS INC (score 10)
- BYND — BEYOND MEAT, INC. (score 10)
- DNOW — DNOW Inc. (score 10)
- CUSIP-G66721104 — NORWEGIAN CRUISE LINE HLDGS (score 10)
- TFX — TELEFLEX INC (score 10)
- PCVX — Vaxcyte, Inc. (score 10)
- FERG — Ferguson Enterprises Inc. /DE/ (score -4)
- UNH — UNITEDHEALTH GROUP INC (score -5)
- COLD — AMERICOLD REALTY TRUST (score -5)
- CUSIP-047726302 — ATLANTA BRAVES HLDGS INC (score -10)
- CUSIP-16119P108 — CHARTER COMMUNICATIONS INC N (score -10)
- DEO — DIAGEO PLC (score -10)
- DPZ — DOMINOS PIZZA INC (score -10)
- HEI — HEICO CORP (score -10)
- LAMR — LAMAR ADVERTISING CO/NEW (score -10)
- FWONA — Liberty Media Corp (score -10)
- MA — Mastercard Inc (score -10)
- POOL — POOL CORP (score -10)
- ALLE — Allegion plc (score -10)
- LILA — Liberty Latin America Ltd. (score -10)
- CUSIP-43300A203 — HILTON WORLDWIDE HLDGS INC (score -10)
- ADBE — ADOBE INC. (score -10)
- CUSIP-15743P104 — CHAGEE HLDGS LTD (score -10)
- CUSIP-302130109 — EXPEDITORS INTL WASH INC (score -10)
- INFY — Infosys Ltd (score -10)
- MRVL — Marvell Technology, Inc. (score -10)
- MRNA — Moderna, Inc. (score -10)
- NAVN — Navan, Inc. (score -10)
- ORCL — ORACLE CORP (score -10)
- CUSIP-77311W101 — ROCKET COS INC (score -10)
- SNOW — Snowflake Inc. (score -10)
- BULL — Webull Corp (score -10)
- BE — Bloom Energy Corp (score -10)
- CUSIP-20717M103 — CONFLUENT INC (score -10)
- SHOP — SHOPIFY INC. (score -10)
- CUSIP-770700102 — ROBINHOOD MKTS INC (score -10)
- CUSIP-02376R102 — AMERICAN AIRLS GROUP INC (score -10)
- CUSIP-382550101 — GOODYEAR TIRE & RUBR CO (score -10)
- CUSIP-46266C105 — IQVIA HLDGS INC (score -10)
- CUSIP-464287184 — ISHARES TR (score -10)
- CUSIP-608190104 — MOHAWK INDS INC (score -10)
- OC — Owens Corning (score -10)
- CUSIP-910047109 — UNITED AIRLS HLDGS INC (score -10)
- CUSIP-01609W102 — ALIBABA GROUP HLDG LTD (score -10)
- WHR — WHIRLPOOL CORP /DE/ (score -10)
- CUSIP-500767306 — KRANESHARES TRUST (score -10)
- CUSIP-D18190898 — DEUTSCHE BK AG (score -10)
- PDD — PDD Holdings Inc. (score -10)
- JD — JD.com, Inc. (score -10)
- LYFT — Lyft, Inc. (score -10)
- RTX — RTX Corp (score -10)
- LHX — L3HARRIS TECHNOLOGIES, INC. /DE/ (score -10)
- GLW — CORNING INC /NY (score -10)
- BALL — BALL Corp (score -10)
- CUSIP-29273V100 — ENERGY TRANSFER L P (score -10)
- MPLX — MPLX LP (score -10)
- CUSIP-G25508105 — CRH PLC (score -10)
- CUSIP-256677105 — DOLLAR GEN CORP NEW (score -10)
- CUSIP-31620M106 — FIDELITY NATL INFORMATION SV (score -10)
- FISV — FISERV INC (score -10)
- LBTYA — Liberty Global Ltd. (score -10)
- CUSIP-87507T101 — TAMBORAN RES CORP (score -10)
- WTW — WILLIS TOWERS WATSON PLC (score -10)
- CUSIP-26969P108 — EAGLE MATLS INC (score -10)
- GGG — GRACO INC (score -10)
- NKE — NIKE, Inc. (score -10)
- ODD — Oddity Tech Ltd (score -10)
- CUSIP-45168D104 — IDEXX LABS INC (score -10)
- SYK — STRYKER CORP (score -10)
- CUSIP-718172109 — PHILIP MORRIS INTL INC (score -10)
- CUSIP-571903202 — MARRIOTT INTL INC NEW (score -10)
- QLYS — QUALYS, INC. (score -10)
- OTIS — Otis Worldwide Corp (score -10)
- CUSIP-630402105 — NAPCO SEC TECHNOLOGIES INC (score -10)
- CPRX — CATALYST PHARMACEUTICALS, INC. (score -10)
- DOCS — Doximity, Inc. (score -10)
- PAYC — Paycom Software, Inc. (score -10)
- ROL — ROLLINS INC (score -10)
- NTNX — Nutanix, Inc. (score -10)
- CLX — CLOROX CO /DE/ (score -10)
- MANH — MANHATTAN ASSOCIATES INC (score -10)
- ADMA — ADMA BIOLOGICS, INC. (score -10)
- HD — HOME DEPOT, INC. (score -10)
- CUSIP-58506Q109 — MEDPACE HLDGS INC (score -10)
- SABR — Sabre Corp (score -10)
- CRCL — Circle Internet Group, Inc. (score -10)
- ESTC — Elastic N.V. (score -10)
- CUSIP-G3643J108 — FLUTTER ENTMT PLC (score -10)
- CUSIP-G4124C109 — GRAB HOLDINGS LIMITED (score -10)
- HNGE — Hinge Health, Inc. (score -10)
- CUSIP-922475108 — VEEVA SYS INC (score -10)
- WDAY — Workday, Inc. (score -10)
- TTWO — TAKE TWO INTERACTIVE SOFTWARE INC (score -10)
- RDDT — Reddit, Inc. (score -10)
- CUSIP-03769M106 — APOLLO GLOBAL MGMT INC (score -10)
- XYZ — Block, Inc. (score -10)
- NOW — ServiceNow, Inc. (score -10)
- CSGP — COSTAR GROUP, INC. (score -10)