| Issuer | % book | Δ shares | Since add | Conviction | Business | Tags |
|---|
| $APP · APPLOVIN CORP | 14.5% | +39% | -36% | High | AppLovin operates a software platform that helps mobile app developers market, monetize, and grow their apps through advertising and analytics technology. | NASDAQS&PCitriniBitget → |
| $BKNG · BOOKING HOLDINGS INC | 8.5% | +4409% | -8% | Med | Booking Holdings operates online travel-reservation platforms including Booking.com, Priceline, Agoda, Kayak, and OpenTable, connecting travelers with lodging, flights, rental cars, and restaurants. | NASDAQS&PBitget → |
| $SPGI · S&P GLOBAL INC | 8.3% | +42% | +4% | Med | S&P Global provides credit ratings, market indices, financial data, and analytics to investors, corporations, and financial institutions worldwide. | S&PCitrini |
| $UBER · UBER TECHNOLOGIES INC | 8.1% | +62% | -3% | Med | Uber Technologies operates global mobility and delivery platforms connecting riders with drivers and customers with restaurants and couriers, plus a freight brokerage business. | S&PSerenityBitget → |
| Issuer | % book | Since entry | Business | Tags |
|---|
| $ASML · ASML HLDG NV | 16.6% | +164% Q1 '25 | ASML is a Netherlands-based supplier of photolithography systems, including EUV machines, essential for manufacturing advanced semiconductor chips. | NASDAQSerenityBitget → |
| $APP · APPLOVIN CORP | 14.5% | -17% Q1 '26 | AppLovin operates a software platform that helps mobile app developers market, monetize, and grow their apps through advertising and analytics technology. | NASDAQS&PCitriniBitget → |
| $RPRX · ROYALTY PHARMA PLC | 8.8% | +66% Q3 '25 | Royalty Pharma acquires royalty interests in approved and development-stage prescription drugs, funding biopharmaceutical innovation in exchange for future royalty streams. | NASDAQ |
| $BKNG · BOOKING HOLDINGS INC | 8.5% | -11% Q1 '25 | Booking Holdings operates online travel-reservation platforms including Booking.com, Priceline, Agoda, Kayak, and OpenTable, connecting travelers with lodging, flights, rental cars, and restaurants. | NASDAQS&PBitget → |
| $SPGI · S&P GLOBAL INC | 8.3% | +0% Q1 '26 | S&P Global provides credit ratings, market indices, financial data, and analytics to investors, corporations, and financial institutions worldwide. | S&PCitrini |
| $UBER · UBER TECHNOLOGIES INC | 8.1% | -3% Q1 '26 | Uber Technologies operates global mobility and delivery platforms connecting riders with drivers and customers with restaurants and couriers, plus a freight brokerage business. | S&PSerenityBitget → |
| $LYV · LIVE NATION ENTERTAINMENT IN | 7.7% | +19% Q4 '25 | Live Nation Entertainment is a live-events company that promotes and produces concerts, operates venues, sells event tickets through Ticketmaster, and provides artist management and sponsorship services. | S&PCitrini |
| $DHR · DANAHER CORP DEL | 7.6% | -4% Q4 '23 | A science and technology conglomerate that makes instruments, reagents, and software for life sciences, diagnostics, and biotechnology research and manufacturing. | S&PCitrini |
| $META · META PLATFORMS INC | 7.2% | +4772% ≥Q2 '21 | Meta Platforms operates social media and messaging services including Facebook, Instagram, WhatsApp, and Messenger, generating most revenue from digital advertising and investing in AI and metaverse technologies. | NASDAQS&PCitriniSerenityBitget → |
| AERCAP HOLDINGS NV | 7.2% | — | AerCap is the world's largest aircraft leasing company, owning and leasing commercial jets, engines, and helicopters to airlines and operators globally. | |