StockMETA - Meta Platforms Inc.
% de la cartera8.08
Actividad recienteAdd 35.63%
Comparte1,891,337
Precio$572.44
Valor$1,082,677,000
Precio Actual$603.84
Precio reportado5.49%
52 Week Low$357.25
52 Week High$637.89
Menú
Stephen Mandel - Lone Pine Capital
Stephen Mandel - Lone Pine CapitalFecha: 30 Jun 2026Inversiones: 34Valor: $16,357,763,000
Inversiones actuales
StockAMZN - Amazon.com Inc.
% de la cartera7.62
Actividad recienteAdd 23.24%
Comparte5,482,267
Precio$186.33
Valor$1,021,511,000
Precio Actual$218.01
Precio reportado17.00%
52 Week Low$149.91
52 Week High$233.00
StockVST - Vistra Corp.
% de la cartera6.02
Actividad recienteReduce 0.46%
Comparte6,806,291
Precio$118.54
Valor$806,818,000
Precio Actual$160.30
Precio reportado35.23%
52 Week Low$37.70
52 Week High$169.19
StockTSM - Taiwan Semiconductor S.A.
% de la cartera5.46
Actividad recienteReduce 29.81%
Comparte4,212,861
Precio$173.67
Valor$731,648,000
Precio Actual$201.42
Precio reportado15.98%
52 Week Low$98.20
52 Week High$222.20
StockMSFT - Microsoft Corp.
% de la cartera5.31
Actividad recienteReduce 18.04%
Comparte1,655,779
Precio$430.30
Valor$712,482,000
Precio Actual$414.43
Precio reportado-3.69%
52 Week Low$377.56
52 Week High$466.57
StockCRM - Salesforce.com
% de la cartera4.77
Actividad recienteBuy
Comparte2,337,830
Precio$273.71
Valor$639,887,000
Precio Actual$318.22
Precio reportado16.26%
52 Week Low$211.10
52 Week High$368.58
StockCEG - Constellation Energy Corp.
% de la cartera4.64
Actividad recienteAdd 49.18%
Comparte2,394,231
Precio$260.02
Valor$622,548,000
Precio Actual$284.37
Precio reportado9.36%
52 Week Low$108.69
52 Week High$310.00
StockKKR - KKR & Co. L.P.
% de la cartera4.41
Actividad recienteReduce 29.17%
Comparte4,522,730
Precio$130.58
Valor$590,578,000
Precio Actual$140.46
Precio reportado7.57%
52 Week Low$79.70
52 Week High$163.68
StockINTU - Intuit Inc.
% de la cartera4.27
Actividad recienteAdd 2.10%
Comparte921,361
Precio$621.00
Valor$572,165,000
Precio Actual$616.56
Precio reportado-0.71%
52 Week Low$554.66
52 Week High$713.59
StockSPOT - Spotify Technology S.A.
% de la cartera4.27
Actividad recienteReduce 7.99%
Comparte1,552,529
Precio$368.53
Valor$572,154,000
Precio Actual$460.80
Precio reportado25.04%
52 Week Low$191.88
52 Week High$506.47
StockLEN - Lennar Corp.
% de la cartera4.09
Actividad recienteBuy
Comparte2,927,654
Precio$187.48
Valor$548,877,000
Precio Actual$130.76
Precio reportado-30.25%
52 Week Low$129.36
52 Week High$193.27
StockPM - Philip Morris Intl.
% de la cartera4.06
Actividad recienteReduce 32.84%
Comparte4,480,656
Precio$121.40
Valor$543,952,000
Precio Actual$116.82
Precio reportado-3.77%
52 Week Low$84.98
52 Week High$132.68
StockSQ - Block Inc.
% de la cartera3.84
Actividad reciente—
Comparte7,670,523
Precio$67.13
Valor$514,922,000
Precio Actual$80.72
Precio reportado20.24%
52 Week Low$55.00
52 Week High$99.26
StockLPLA - LPL Financial Holdings Inc.
% de la cartera3.78
Actividad recienteAdd 29.38%
Comparte2,180,137
Precio$232.63
Valor$507,165,000
Precio Actual$328.66
Precio reportado41.28%
52 Week Low$186.73
52 Week High$344.86
StockUNH - United Health Group Inc.
% de la cartera3.58
Actividad recienteReduce 12.97%
Comparte821,880
Precio$584.68
Valor$480,537,000
Precio Actual$543.06
Precio reportado-7.12%
52 Week Low$431.35
52 Week High$628.32
StockASML - ASML Holding NV
% de la cartera3.43
Actividad recienteReduce 6.22%
Comparte551,313
Precio$833.25
Valor$459,382,000
Precio Actual$727.78
Precio reportado-12.66%
52 Week Low$645.45
52 Week High$1105.47
StockPTC - PTC Inc.
% de la cartera3.43
Actividad reciente—
Comparte2,548,199
Precio$180.66
Valor$460,358,000
Precio Actual$182.52
Precio reportado1.03%
52 Week Low$163.30
52 Week High$203.09
StockSBUX - Starbucks Corp.
% de la cartera2.95
Actividad recienteBuy
Comparte4,050,850
Precio$97.49
Valor$394,917,000
Precio Actual$92.03
Precio reportado-5.60%
52 Week Low$70.40
52 Week High$103.32
StockWDAY - Workday Inc.
% de la cartera2.93
Actividad recienteBuy
Comparte1,604,385
Precio$244.41
Valor$392,128,000
Precio Actual$246.27
Precio reportado0.76%
52 Week Low$199.81
52 Week High$311.28
StockBKNG - Booking Holdings Inc.
% de la cartera2.40
Actividad recienteReduce 27.35%
Comparte76,414
Precio$4212.12
Valor$321,865,000
Precio Actual$4740.67
Precio reportado12.55%
52 Week Low$3167.39
52 Week High$5337.24
StockARES - Ares Management LP
% de la cartera2.39
Actividad recienteAdd 30.29%
Comparte2,051,816
Precio$155.84
Valor$319,755,000
Precio Actual$175.48
Precio reportado12.60%
52 Week Low$110.01
52 Week High$184.72
StockAPP - Applovin Corp.
% de la cartera2.31
Actividad recienteReduce 58.44%
Comparte2,369,866
Precio$130.55
Valor$309,386,000
Precio Actual$310.67
Precio reportado137.97%
52 Week Low$39.43
52 Week High$417.64
StockHWM - Howmet Aerospace Inc.
% de la cartera2.29
Actividad recienteReduce 16.47%
Comparte3,061,707
Precio$100.25
Valor$306,936,000
Precio Actual$114.20
Precio reportado13.92%
52 Week Low$53.02
52 Week High$120.71
StockGEV - Ge Vernova Inc
% de la cartera2.20
Actividad recienteReduce 21.73%
Comparte1,156,011
Precio$254.98
Valor$294,760,000
Precio Actual$361.97
Precio reportado41.96%
52 Week Low$118.91
52 Week High$376.30
StockTLN - Talen Energy Corp
% de la cartera1.14
Actividad recienteBuy
Comparte856,215
Precio$178.24
Valor$152,612,000
Precio Actual$212.72
Precio reportado19.34%
52 Week Low$64.32
52 Week High$230.89
StockHUT - Hut 8 Corp
% de la cartera0.11
Actividad recienteBuy
Comparte1,232,752
Precio$12.26
Valor$15,114,000
Precio Actual$22.40
Precio reportado82.71%
52 Week Low$6.18
52 Week High$31.95
StockWULF - Terawulf Inc
% de la cartera0.11
Actividad recienteBuy
Comparte3,067,796
Precio$4.68
Valor$14,357,000
Precio Actual$5.15
Precio reportado10.04%
52 Week Low$1.24
52 Week High$9.30
StockBTDR - Bitdeer Technologies Group A
% de la cartera0.08
Actividad recienteBuy
Comparte1,297,965
Precio$7.83
Valor$10,163,000
Precio Actual$17.02
Precio reportado117.37%
52 Week Low$5.23
52 Week High$26.99
StockIREN - Iris Energy Ltd
% de la cartera0.04
Actividad recienteBuy
Comparte711,839
Precio$8.44
Valor$6,008,000
Precio Actual$10.36
Precio reportado22.75%
52 Week Low$3.56
52 Week High$15.92
StockXYZ - Block Inc.
% de la cartera3.84
Actividad reciente—
Comparte7,670,523
Precio$67.13
Valor$514,922,000
Precio Actual$87.80
Precio reportado30.79%
52 Week Low$55.00
52 Week High$99.26
StockLLY - Eli Lilly & Co.
% de la cartera4.49
Actividad recienteBuy
Comparte782,860
Precio$772.00
Valor$604,368,000
Precio Actual$844.27
Precio reportado9.36%
52 Week Low$710.18
52 Week High$969.25
StockCOF - Capital One Financial
% de la cartera4.28
Actividad recienteBuy
Comparte3,235,823
Precio$178.32
Valor$577,012,000
Precio Actual$202.16
Precio reportado13.37%
52 Week Low$127.24
52 Week High$208.63
StockFLUT - Flutter Entertainment Plc
% de la cartera3.67
Actividad recienteBuy
Comparte1,912,519
Precio$258.45
Valor$494,291,000
Precio Actual$298.81
Precio reportado15.62%
52 Week Low$174.03
52 Week High$299.73
StockCIFR - Cipher Mining Inc
% de la cartera0.08
Actividad recienteBuy
Comparte2,344,380
Precio$4.64
Valor$10,878,000
Precio Actual$6.06
Precio reportado30.60%
52 Week Low$2.66
52 Week High$7.99
StockCVNA - Carvana Co.
% de la cartera4.24
Actividad recienteBuy
Comparte2,314,168
Precio$209.08
Valor$483,846,000
Precio Actual$299.89
Precio reportado43.43%
52 Week Low$97.55
52 Week High$311.88
StockTOL - Toll Brothers
% de la cartera3.52
Actividad recienteBuy
Comparte3,800,580
Precio$105.59
Valor$401,303,000
Precio Actual$107.26
Precio reportado1.58%
52 Week Low$86.44
52 Week High$168.76
StockCDNS - Cadence Design Systems
% de la cartera2.71
Actividad recienteBuy
Comparte1,218,389
Precio$254.33
Valor$309,873,000
Precio Actual$321.56
Precio reportado26.43%
52 Week Low$221.56
52 Week High$328.99
StockWING - Wingstop Inc.
% de la cartera0.89
Actividad recienteBuy
Comparte449,056
Precio$225.58
Valor$101,298,000
Precio Actual$321.08
Precio reportado42.34%
52 Week Low$203.82
52 Week High$432.59
StockEQT - EQT Corp.
% de la cartera3.17
Actividad recienteBuy
Comparte7,518,227
Precio$58.32
Valor$438,463,000
Precio Actual$52.05
Precio reportado-10.75%
52 Week Low$30.48
52 Week High$60.83
StockBN - Brookfield Corp.
% de la cartera2.52
Actividad recienteBuy
Comparte5,621,385
Precio$61.85
Valor$347,683,000
Precio Actual$65.60
Precio reportado6.06%
52 Week Low$43.54
52 Week High$68.75
StockWIX - Wix.com Ltd.
% de la cartera2.48
Actividad recienteBuy
Comparte2,161,331
Precio$158.46
Valor$342,485,000
Precio Actual$120.39
Precio reportado-24.02%
52 Week Low$114.89
52 Week High$247.11
StockAVGO - Broadcom Inc.
% de la cartera3.72
Actividad recienteBuy
Comparte1,549,412
Precio$329.91
Valor$511,167,000
Precio Actual$342.46
Precio reportado3.80%
52 Week Low$137.54
52 Week High$386.48
StockVMC - Vulcan Materials
% de la cartera3.10
Actividad recienteBuy
Comparte1,384,624
Precio$307.62
Valor$425,938,000
Precio Actual$280.58
Precio reportado-8.79%
52 Week Low$213.97
52 Week High$311.21
StockNU - Nu Holdings Ltd
% de la cartera2.96
Actividad recienteBuy
Comparte25,406,449
Precio$16.01
Valor$406,757,000
Precio Actual$15.82
Precio reportado-1.19%
52 Week Low$9.01
52 Week High$16.55
StockAPH - Amphenol Corp.
% de la cartera2.72
Actividad recienteBuy
Comparte3,023,231
Precio$123.75
Valor$374,125,000
Precio Actual$133.74
Precio reportado8.07%
52 Week Low$56.27
52 Week High$144.37
StockSE - Sea Ltd
% de la cartera2.43
Actividad recienteBuy
Comparte1,869,501
Precio$178.73
Valor$334,136,000
Precio Actual$140.85
Precio reportado-21.19%
52 Week Low$99.50
52 Week High$199.30
StockCIEN - Ciena Corp.
% de la cartera2.13
Actividad recienteBuy
Comparte2,006,662
Precio$145.67
Valor$292,310,000
Precio Actual$191.71
Precio reportado31.61%
52 Week Low$49.21
52 Week High$214.17
StockETSY - Etsy Inc.
% de la cartera1.87
Actividad recienteBuy
Comparte3,880,316
Precio$66.39
Valor$257,614,000
Precio Actual$57.10
Precio reportado-13.99%
52 Week Low$40.05
52 Week High$76.52
StockDASH - DoorDash Inc.
% de la cartera4.21
Actividad recienteBuy
Comparte2,529,879
Precio$226.48
Valor$572,967,000
Precio Actual$162.34
Precio reportado-28.32%
52 Week Low$155.40
52 Week High$285.50
StockMDLN - Medline Inc Cl A
% de la cartera3.62
Actividad recienteBuy
Comparte11,716,697
Precio$42.00
Valor$492,101,000
Precio Actual$46.16
Precio reportado9.90%
52 Week Low$34.89
52 Week High$47.99
StockCRS - Carpenter Technology
% de la cartera3.04
Actividad recienteBuy
Comparte1,312,938
Precio$314.84
Valor$413,365,000
Precio Actual$374.88
Precio reportado19.07%
52 Week Low$138.14
52 Week High$390.70
StockTHC - Tenet Healthcare Corp.
% de la cartera2.61
Actividad recienteBuy
Comparte1,787,326
Precio$198.72
Valor$355,177,000
Precio Actual$234.25
Precio reportado17.88%
52 Week Low$109.82
52 Week High$235.77
StockCLH - Clean Harbors Inc.
% de la cartera2.37
Actividad recienteBuy
Comparte1,378,125
Precio$234.48
Valor$323,143,000
Precio Actual$269.08
Precio reportado14.76%
52 Week Low$178.29
52 Week High$276.51
StockAFRM - Affirm Holdings Inc.
% de la cartera2.09
Actividad recienteBuy
Comparte3,817,170
Precio$74.43
Valor$284,112,000
Precio Actual$51.60
Precio reportado-30.67%
52 Week Low$30.90
52 Week High$100.00
StockENTG - Entegris Inc.
% de la cartera1.89
Actividad recienteBuy
Comparte3,054,230
Precio$84.25
Valor$257,319,000
Precio Actual$129.56
Precio reportado53.78%
52 Week Low$60.49
52 Week High$138.99
StockMA - Mastercard Inc.
% de la cartera0.40
Actividad recienteBuy
Comparte96,338
Precio$570.88
Valor$54,997,000
Precio Actual$521.93
Precio reportado-8.57%
52 Week Low$462.92
52 Week High$600.08
StockTDG - TransDigm Group Inc.
% de la cartera0.19
Actividad recienteBuy
Comparte19,228
Precio$1329.83
Valor$25,570,000
Precio Actual$1302.11
Precio reportado-2.08%
52 Week Low$1107.45
52 Week High$1519.35
StockBSX - Boston Scientific
% de la cartera0.14
Actividad recienteBuy
Comparte201,703
Precio$95.35
Valor$19,232,000
Precio Actual$76.29
Precio reportado-19.99%
52 Week Low$72.69
52 Week High$109.50
StockHLT - Hilton Worldwide Holdings
% de la cartera0.12
Actividad recienteBuy
Comparte57,817
Precio$287.25
Valor$16,608,000
Precio Actual$317.82
Precio reportado10.64%
52 Week Low$195.70
52 Week High$333.86
StockV - Visa Inc.
% de la cartera0.04
Actividad recienteBuy
Comparte15,217
Precio$350.73
Valor$5,337,000
Precio Actual$319.50
Precio reportado-8.90%
52 Week Low$296.78
52 Week High$373.34
StockTER - Teradyne Inc.
% de la cartera4.43
Actividad recienteBuy
Comparte1,872,876
Precio$296.46
Valor$555,233,000
Precio Actual$337.88
Precio reportado13.97%
52 Week Low$75.82
52 Week High$422.11
StockGLW - Corning Inc.
% de la cartera4.03
Actividad recienteBuy
Comparte3,718,147
Precio$135.97
Valor$505,556,000
Precio Actual$191.81
Precio reportado41.07%
52 Week Low$46.70
52 Week High$211.79
StockMTZ - MasTec Inc.
% de la cartera3.93
Actividad recienteBuy
Comparte1,531,050
Precio$321.74
Valor$492,600,000
Precio Actual$414.90
Precio reportado28.96%
52 Week Low$145.46
52 Week High$441.43
StockUSFD - US Foods Holding Corp.
% de la cartera2.79
Actividad recienteBuy
Comparte3,795,998
Precio$92.21
Valor$350,029,000
Precio Actual$82.38
Precio reportado-10.66%
52 Week Low$69.88
52 Week High$102.13
StockPFGC - Performance Food Group
% de la cartera2.72
Actividad recienteBuy
Comparte3,978,158
Precio$85.66
Valor$340,769,000
Precio Actual$95.97
Precio reportado12.04%
52 Week Low$80.82
52 Week High$109.05
StockMCK - McKesson Corp.
% de la cartera2.71
Actividad recienteBuy
Comparte392,224
Precio$865.36
Valor$339,415,000
Precio Actual$760.57
Precio reportado-12.11%
52 Week Low$635.12
52 Week High$999.00
StockAGX - Argan Inc.
% de la cartera1.71
Actividad recienteBuy
Comparte393,134
Precio$544.65
Valor$214,120,000
Precio Actual$722.31
Precio reportado32.62%
52 Week Low$179.59
52 Week High$748.50
StockGOOGL - Alphabet Inc.
% de la cartera0.43
Actividad recienteBuy
Comparte187,561
Precio$287.56
Valor$53,935,000
Precio Actual$396.78
Precio reportado37.98%
52 Week Low$161.64
52 Week High$403.70
Historial
Stock
% de la cartera
Actividad reciente
Comparte
Precio
Valor
Precio Actual
Precio reportado
52 Week Low
52 Week High
META - Meta Platforms Inc.
8.08
Add 35.63%
1,891,337
$572.44
$1,082,677,000
$603.84
5.49%
$357.25
$637.89
AMZN - Amazon.com Inc.
7.62
Add 23.24%
5,482,267
$186.33
$1,021,511,000
$218.01
17.00%
$149.91
$233.00
VST - Vistra Corp.
6.02
Reduce 0.46%
6,806,291
$118.54
$806,818,000
$160.30
35.23%
$37.70
$169.19
TSM - Taiwan Semiconductor S.A.
5.46
Reduce 29.81%
4,212,861
$173.67
$731,648,000
$201.42
15.98%
$98.20
$222.20
MSFT - Microsoft Corp.
5.31
Reduce 18.04%
1,655,779
$430.30
$712,482,000
$414.43
-3.69%
$377.56
$466.57
CRM - Salesforce.com
4.77
Buy
2,337,830
$273.71
$639,887,000
$318.22
16.26%
$211.10
$368.58
CEG - Constellation Energy Corp.
4.64
Add 49.18%
2,394,231
$260.02
$622,548,000
$284.37
9.36%
$108.69
$310.00
KKR - KKR & Co. L.P.
4.41
Reduce 29.17%
4,522,730
$130.58
$590,578,000
$140.46
7.57%
$79.70
$163.68
INTU - Intuit Inc.
4.27
Add 2.10%
921,361
$621.00
$572,165,000
$616.56
-0.71%
$554.66
$713.59
SPOT - Spotify Technology S.A.
4.27
Reduce 7.99%
1,552,529
$368.53
$572,154,000
$460.80
25.04%
$191.88
$506.47
LEN - Lennar Corp.
4.09
Buy
2,927,654
$187.48
$548,877,000
$130.76
-30.25%
$129.36
$193.27
PM - Philip Morris Intl.
4.06
Reduce 32.84%
4,480,656
$121.40
$543,952,000
$116.82
-3.77%
$84.98
$132.68
SQ - Block Inc.
3.84
—
7,670,523
$67.13
$514,922,000
$80.72
20.24%
$55.00
$99.26
LPLA - LPL Financial Holdings Inc.
3.78
Add 29.38%
2,180,137
$232.63
$507,165,000
$328.66
41.28%
$186.73
$344.86
UNH - United Health Group Inc.
3.58
Reduce 12.97%
821,880
$584.68
$480,537,000
$543.06
-7.12%
$431.35
$628.32
ASML - ASML Holding NV
3.43
Reduce 6.22%
551,313
$833.25
$459,382,000
$727.78
-12.66%
$645.45
$1105.47
PTC - PTC Inc.
3.43
—
2,548,199
$180.66
$460,358,000
$182.52
1.03%
$163.30
$203.09
SBUX - Starbucks Corp.
2.95
Buy
4,050,850
$97.49
$394,917,000
$92.03
-5.60%
$70.40
$103.32
WDAY - Workday Inc.
2.93
Buy
1,604,385
$244.41
$392,128,000
$246.27
0.76%
$199.81
$311.28
BKNG - Booking Holdings Inc.
2.40
Reduce 27.35%
76,414
$4212.12
$321,865,000
$4740.67
12.55%
$3167.39
$5337.24
ARES - Ares Management LP
2.39
Add 30.29%
2,051,816
$155.84
$319,755,000
$175.48
12.60%
$110.01
$184.72
APP - Applovin Corp.
2.31
Reduce 58.44%
2,369,866
$130.55
$309,386,000
$310.67
137.97%
$39.43
$417.64
HWM - Howmet Aerospace Inc.
2.29
Reduce 16.47%
3,061,707
$100.25
$306,936,000
$114.20
13.92%
$53.02
$120.71
GEV - Ge Vernova Inc
2.20
Reduce 21.73%
1,156,011
$254.98
$294,760,000
$361.97
41.96%
$118.91
$376.30
TLN - Talen Energy Corp
1.14
Buy
856,215
$178.24
$152,612,000
$212.72
19.34%
$64.32
$230.89
HUT - Hut 8 Corp
0.11
Buy
1,232,752
$12.26
$15,114,000
$22.40
82.71%
$6.18
$31.95
WULF - Terawulf Inc
0.11
Buy
3,067,796
$4.68
$14,357,000
$5.15
10.04%
$1.24
$9.30
BTDR - Bitdeer Technologies Group A
0.08
Buy
1,297,965
$7.83
$10,163,000
$17.02
117.37%
$5.23
$26.99
IREN - Iris Energy Ltd
0.04
Buy
711,839
$8.44
$6,008,000
$10.36
22.75%
$3.56
$15.92
XYZ - Block Inc.
3.84
—
7,670,523
$67.13
$514,922,000
$87.80
30.79%
$55.00
$99.26
LLY - Eli Lilly & Co.
4.49
Buy
782,860
$772.00
$604,368,000
$844.27
9.36%
$710.18
$969.25
COF - Capital One Financial
4.28
Buy
3,235,823
$178.32
$577,012,000
$202.16
13.37%
$127.24
$208.63
FLUT - Flutter Entertainment Plc
3.67
Buy
1,912,519
$258.45
$494,291,000
$298.81
15.62%
$174.03
$299.73
CIFR - Cipher Mining Inc
0.08
Buy
2,344,380
$4.64
$10,878,000
$6.06
30.60%
$2.66
$7.99
CVNA - Carvana Co.
4.24
Buy
2,314,168
$209.08
$483,846,000
$299.89
43.43%
$97.55
$311.88
TOL - Toll Brothers
3.52
Buy
3,800,580
$105.59
$401,303,000
$107.26
1.58%
$86.44
$168.76
CDNS - Cadence Design Systems
2.71
Buy
1,218,389
$254.33
$309,873,000
$321.56
26.43%
$221.56
$328.99
WING - Wingstop Inc.
0.89
Buy
449,056
$225.58
$101,298,000
$321.08
42.34%
$203.82
$432.59
EQT - EQT Corp.
3.17
Buy
7,518,227
$58.32
$438,463,000
$52.05
-10.75%
$30.48
$60.83
BN - Brookfield Corp.
2.52
Buy
5,621,385
$61.85
$347,683,000
$65.60
6.06%
$43.54
$68.75
WIX - Wix.com Ltd.
2.48
Buy
2,161,331
$158.46
$342,485,000
$120.39
-24.02%
$114.89
$247.11
AVGO - Broadcom Inc.
3.72
Buy
1,549,412
$329.91
$511,167,000
$342.46
3.80%
$137.54
$386.48
VMC - Vulcan Materials
3.10
Buy
1,384,624
$307.62
$425,938,000
$280.58
-8.79%
$213.97
$311.21
NU - Nu Holdings Ltd
2.96
Buy
25,406,449
$16.01
$406,757,000
$15.82
-1.19%
$9.01
$16.55
APH - Amphenol Corp.
2.72
Buy
3,023,231
$123.75
$374,125,000
$133.74
8.07%
$56.27
$144.37
SE - Sea Ltd
2.43
Buy
1,869,501
$178.73
$334,136,000
$140.85
-21.19%
$99.50
$199.30
CIEN - Ciena Corp.
2.13
Buy
2,006,662
$145.67
$292,310,000
$191.71
31.61%
$49.21
$214.17
ETSY - Etsy Inc.
1.87
Buy
3,880,316
$66.39
$257,614,000
$57.10
-13.99%
$40.05
$76.52
DASH - DoorDash Inc.
4.21
Buy
2,529,879
$226.48
$572,967,000
$162.34
-28.32%
$155.40
$285.50
MDLN - Medline Inc Cl A
3.62
Buy
11,716,697
$42.00
$492,101,000
$46.16
9.90%
$34.89
$47.99
CRS - Carpenter Technology
3.04
Buy
1,312,938
$314.84
$413,365,000
$374.88
19.07%
$138.14
$390.70
THC - Tenet Healthcare Corp.
2.61
Buy
1,787,326
$198.72
$355,177,000
$234.25
17.88%
$109.82
$235.77
CLH - Clean Harbors Inc.
2.37
Buy
1,378,125
$234.48
$323,143,000
$269.08
14.76%
$178.29
$276.51
AFRM - Affirm Holdings Inc.
2.09
Buy
3,817,170
$74.43
$284,112,000
$51.60
-30.67%
$30.90
$100.00
ENTG - Entegris Inc.
1.89
Buy
3,054,230
$84.25
$257,319,000
$129.56
53.78%
$60.49
$138.99
MA - Mastercard Inc.
0.40
Buy
96,338
$570.88
$54,997,000
$521.93
-8.57%
$462.92
$600.08
TDG - TransDigm Group Inc.
0.19
Buy
19,228
$1329.83
$25,570,000
$1302.11
-2.08%
$1107.45
$1519.35
BSX - Boston Scientific
0.14
Buy
201,703
$95.35
$19,232,000
$76.29
-19.99%
$72.69
$109.50
HLT - Hilton Worldwide Holdings
0.12
Buy
57,817
$287.25
$16,608,000
$317.82
10.64%
$195.70
$333.86
V - Visa Inc.
0.04
Buy
15,217
$350.73
$5,337,000
$319.50
-8.90%
$296.78
$373.34
TER - Teradyne Inc.
4.43
Buy
1,872,876
$296.46
$555,233,000
$337.88
13.97%
$75.82
$422.11
GLW - Corning Inc.
4.03
Buy
3,718,147
$135.97
$505,556,000
$191.81
41.07%
$46.70
$211.79
MTZ - MasTec Inc.
3.93
Buy
1,531,050
$321.74
$492,600,000
$414.90
28.96%
$145.46
$441.43
USFD - US Foods Holding Corp.
2.79
Buy
3,795,998
$92.21
$350,029,000
$82.38
-10.66%
$69.88
$102.13
PFGC - Performance Food Group
2.72
Buy
3,978,158
$85.66
$340,769,000
$95.97
12.04%
$80.82
$109.05
MCK - McKesson Corp.
2.71
Buy
392,224
$865.36
$339,415,000
$760.57
-12.11%
$635.12
$999.00
AGX - Argan Inc.
1.71
Buy
393,134
$544.65
$214,120,000
$722.31
32.62%
$179.59
$748.50
GOOGL - Alphabet Inc.
0.43
Buy
187,561
$287.56
$53,935,000
$396.78
37.98%
$161.64
$403.70