| Issuer | % book | Value | Since entry | Conviction | Business | Tags |
|---|
| $AON · AON PLC | 4.9% | $248,218 | +2% | Med | Aon is a global professional services firm providing insurance and reinsurance brokerage, risk management, and human capital and retirement consulting. | S&P |
| $V · VISA INC | 4.1% | $211,978 | +19% | Med | Visa operates a global electronic-payments network that processes card and digital transactions between consumers, merchants, and financial institutions. | S&PBitget → |
| $TFX · TELEFLEX INCORPORATED | 3.7% | $190,778 | +13% | Med | Teleflex designs and manufactures single-use medical devices used in vascular access, surgery, interventional cardiology, urology and respiratory care for hospitals and clinicians. | |
| $NCLH · NORWEGIAN CRUISE LINE HLDGS | 1.3% | $67,881 | +14% | Med | Norwegian Cruise Line Holdings operates cruise vacations globally through its Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises brands. | S&P |
| $PCVX · VAXCYTE INC | 0.9% | $46,488 | -3% | Med | Vaxcyte is a clinical-stage biotechnology company developing novel protein-based vaccines, including advanced pneumococcal conjugate vaccine candidates. | NASDAQ |
| $DNOW · DNOW INC | 0.8% | $43,174 | +17% | Med | Distributes pipe, valves, fittings, and other energy and industrial products and provides supply-chain and MRO services to the oil, gas, and industrial sectors. | |
| Issuer | % book | Δ shares | Since add | Conviction | Business | Tags |
|---|
| $AMZN · AMAZON COM INC | 12.7% | +47% | +19% | High | Amazon.com is a technology and retail company operating online marketplaces, Amazon Web Services (AWS) cloud computing, advertising, streaming media, and consumer devices. | NASDAQS&PSerenityBitget → |
| $FERG · FERGUSON ENTERPRISES INC | 6.6% | +27% | -1% | Med | Ferguson Enterprises is a distributor of plumbing, HVAC, waterworks, and related building products, serving residential and commercial contractors and industrial customers, primarily in North America. | |
| $COLD · AMERICOLD REALTY TRUST INC | 1.7% | +124% | +39% | Med | Americold Realty Trust is a real estate investment trust that owns and operates temperature-controlled warehouses for storing and distributing frozen and refrigerated food. | |
| Issuer | % book | Since entry | Business | Tags |
|---|
| $AMZN · AMAZON COM INC | 12.7% | +7% Q4 '25 | Amazon.com is a technology and retail company operating online marketplaces, Amazon Web Services (AWS) cloud computing, advertising, streaming media, and consumer devices. | NASDAQS&PSerenityBitget → |
| $QSR · RESTAURANT BRANDS INTL INC | 11.7% | +4% Q3 '24 | Restaurant Brands International is a global quick-service restaurant franchisor whose brands include Burger King, Tim Hortons, Popeyes, and Firehouse Subs. | Citrini |
| $WCC · WESCO INTL INC | 7.7% | +91% Q1 '24 | WESCO International is a distributor of electrical, industrial, communications, and utility products and provides related supply-chain and services to businesses. | |
| $UNP · UNION PAC CORP | 7.3% | +28% Q3 '25 | Union Pacific operates one of North America's largest freight railroads, hauling agricultural, industrial, chemical, and intermodal goods across the western United States. | S&P |
| $ELV · ELEVANCE HEALTH INC FORMERLY | 7.3% | -14% Q1 '25 | Elevance Health, formerly Anthem, is a health-benefits company providing medical, pharmacy, dental, and behavioral insurance plans, largely through Blue Cross Blue Shield licenses across many states. | S&PCitrini |
| $GOOG · ALPHABET INC | 6.6% | +174% ≥Q2 '21 | Alphabet is the holding company for Google, generating revenue from search and advertising, YouTube, Android, Google Cloud, and other technology businesses. | NASDAQS&P |
| $FERG · FERGUSON ENTERPRISES INC | 6.6% | +34% Q4 '24 | Ferguson Enterprises is a distributor of plumbing, HVAC, waterworks, and related building products, serving residential and commercial contractors and industrial customers, primarily in North America. | |
| $WTW · WILLIS TOWERS WATSON PLC LTD | 5.1% | +14% ≥Q1 '22 | Willis Towers Watson (WTW) is a global advisory, broking, and solutions firm providing insurance brokerage, risk management, and human-capital and benefits consulting. | NASDAQS&P |
| $AON · AON PLC | 4.9% | +2% Q1 '26 | Aon is a global professional services firm providing insurance and reinsurance brokerage, risk management, and human capital and retirement consulting. | S&P |
| $V · VISA INC | 4.1% | +19% Q1 '26 | Visa operates a global electronic-payments network that processes card and digital transactions between consumers, merchants, and financial institutions. | S&PBitget → |