| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| AMZN (Amazon.com Inc) | 1,031,358 | USD 246,618,325 | USD | New holding detected |
| HD (Home Depot Inc) | 148,077 | USD 56,294,433 | USD | New holding detected |
| MCD (McDonald’s Corporation) | 105,857 | USD 32,543,618 | USD | New holding detected |
| BKNG (Booking Holdings Inc) | 4,793 | USD 24,520,557 | USD | New holding detected |
| LOW (Lowe's Companies Inc) | 83,217 | USD 23,096,878 | USD | New holding detected |
| SBUX (Starbucks Corporation) | 169,002 | USD 15,715,496 | USD | New holding detected |
| ORLY (O’Reilly Automotive Inc) | 125,621 | USD 11,896,309 | USD | New holding detected |
| DASH (DoorDash, Inc. Class A Common Stock) | 55,611 | USD 11,418,051 | USD | New holding detected |
| GM (General Motors Company) | 138,785 | USD 11,216,604 | USD | New holding detected |
| MAR (Marriott International Inc) | 33,134 | USD 10,797,708 | USD | New holding detected |
| RCL (Royal Caribbean Cruises Ltd) | 37,729 | USD 10,413,581 | USD | New holding detected |
| HLT (Hilton Worldwide Holdings Inc) | 34,578 | USD 10,402,791 | USD | New holding detected |
| CVNA (Carvana Co) | 21,038 | USD 9,322,359 | USD | New holding detected |
| ROST (Ross Stores Inc) | 48,418 | USD 9,313,686 | USD | New holding detected |
| AZO (AutoZone Inc) | 2,493 | USD 8,780,396 | USD | New holding detected |
| ABNB (Airbnb Inc) | 63,529 | USD 8,300,699 | USD | New holding detected |
| F (Ford Motor Company) | 581,727 | USD 7,911,487 | USD | New holding detected |
| CMG (Chipotle Mexican Grill Inc) | 196,733 | USD 7,861,451 | USD | New holding detected |
| YUM (Yum! Brands Inc) | 41,095 | USD 6,585,885 | USD | New holding detected |
| DHI (DR Horton Inc) | 41,054 | USD 6,402,782 | USD | New holding detected |
| EBAY (eBay Inc) | 67,666 | USD 6,294,968 | USD | New holding detected |
| GRMN (Garmin Ltd) | 24,226 | USD 5,131,067 | USD | New holding detected |
| EXPE (Expedia Group Inc.) | 17,498 | USD 4,988,855 | USD | New holding detected |
| ULTA (Ulta Beauty Inc) | 6,654 | USD 4,414,796 | USD | New holding detected |
| TPR (Tapestry Inc) | 30,816 | USD 4,027,343 | USD | New holding detected |
| WSM (Williams-Sonoma Inc) | 18,212 | USD 3,852,020 | USD | New holding detected |
| LEN (Lennar Corporation) | 32,103 | USD 3,807,095 | USD | New holding detected |
| PHM (PulteGroup Inc) | 29,217 | USD 3,804,930 | USD | New holding detected |
| DRI (Darden Restaurants Inc) | 17,328 | USD 3,718,935 | USD | New holding detected |
| LULU (Lululemon Athletica Inc.) | 16,153 | USD 3,260,806 | USD | New holding detected |
| NVR (NVR Inc) | 424 | USD 3,206,093 | USD | New holding detected |
| GPC (Genuine Parts Co) | 20,600 | USD 2,820,964 | USD | New holding detected |
| LVS (Las Vegas Sands Corp) | 45,745 | USD 2,696,668 | USD | New holding detected |
| APTV (Aptiv PLC) | 32,254 | USD 2,535,487 | USD | New holding detected |
| DECK (Deckers Outdoor Corporation) | 21,975 | USD 2,212,663 | USD | New holding detected |
| RL (Ralph Lauren Corp Class A) | 5,729 | USD 2,079,913 | USD | New holding detected |
| DPZ (Domino’s Pizza Inc) | 4,625 | USD 1,851,295 | USD | New holding detected |
| NCLH (Norwegian Cruise Line Holdings Ltd) | 66,941 | USD 1,473,371 | USD | New holding detected |
| WYNN (Wynn Resorts Limited) | 12,507 | USD 1,429,925 | USD | New holding detected |
| POOL (Pool Corporation) | 4,862 | USD 1,302,967 | USD | New holding detected |
| MGM (MGM Resorts International) | 30,807 | USD 1,077,629 | USD | New holding detected |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| AMZN (Amazon.com Inc) | 1,031,358  -1.1% | USD 246,618,325-0.7% | USD 239.12 0.4% | |
| HD (Home Depot Inc) | 148,077 -1.1% | USD 56,294,433-0.8% | USD 380.170.3% | |
| MCD (McDonald’s Corporation) | 105,857 -1.1% | USD 32,543,618-1.5% | USD 307.43-0.4% | |
| BKNG (Booking Holdings Inc) | 4,793 -1.1% | USD 24,520,557-2.5% | USD 5115.91-1.5% | |
| LOW (Lowe's Companies Inc) | 83,217 -1.1% | USD 23,096,878-0.9% | USD 277.550.2% | |
| SBUX (Starbucks Corporation) | 169,002 -1.1% | USD 15,715,496-1.4% | USD 92.99-0.3% | |
| ORLY (O’Reilly Automotive Inc) | 125,621 -1.1% | USD 11,896,3090.0% | USD 94.71.1% | |
| DASH (DoorDash, Inc. Class A Common Stock) | 55,611 -1.1% | USD 11,418,051-3.4% | USD 205.32-2.3% | |
| GM (General Motors Company) | 138,785 -1.1% | USD 11,216,604-1.2% | USD 80.82-0.1% | |
| MAR (Marriott International Inc) | 33,134 -1.1% | USD 10,797,708-1.1% | USD 325.880.0% | |
| RCL (Royal Caribbean Cruises Ltd) | 37,729 -1.1% | USD 10,413,581-1.8% | USD 276.01-0.8% | |
| HLT (Hilton Worldwide Holdings Inc) | 34,578 -1.1% | USD 10,402,791-1.4% | USD 300.85-0.3% | |
| CVNA (Carvana Co) | 21,038 -1.1% | USD 9,322,359-4.9% | USD 443.12-3.9% | |
| ROST (Ross Stores Inc) | 48,418 -1.1% | USD 9,313,686-1.8% | USD 192.36-0.7% | |
| AZO (AutoZone Inc) | 2,493 -1.1% | USD 8,780,3960.5% | USD 3522.021.6% | |
| ABNB (Airbnb Inc) | 63,529 -1.1% | USD 8,300,699-2.5% | USD 130.66-1.5% | |
| F (Ford Motor Company) | 581,727 -1.1% | USD 7,911,487-2.6% | USD 13.6-1.5% | |
| CMG (Chipotle Mexican Grill Inc) | 196,733 -1.1% | USD 7,861,451-2.1% | USD 39.96-1.0% | |
| YUM (Yum! Brands Inc) | 41,095 -1.1% | USD 6,585,885-1.6% | USD 160.26-0.5% | |
| DHI (DR Horton Inc) | 41,054 -1.1% | USD 6,402,782-4.2% | USD 155.96-3.1% | |
| EBAY (eBay Inc) | 67,666 -1.1% | USD 6,294,968-4.2% | USD 93.03-3.2% | |
| GRMN (Garmin Ltd) | 24,226 -1.1% | USD 5,131,067-1.5% | USD 211.8-0.4% | |
| EXPE (Expedia Group Inc.) | 17,498 -1.1% | USD 4,988,855-4.2% | USD 285.11-3.1% | |
| ULTA (Ulta Beauty Inc) | 6,654 -1.1% | USD 4,414,796-1.3% | USD 663.48-0.2% | |
| TPR (Tapestry Inc) | 30,816 -1.1% | USD 4,027,343-2.9% | USD 130.69-1.8% | |
| WSM (Williams-Sonoma Inc) | 18,212 -1.1% | USD 3,852,020-0.4% | USD 211.510.7% | |
| LEN (Lennar Corporation) | 32,103 -1.1% | USD 3,807,095-4.1% | USD 118.59-3.0% | |
| PHM (PulteGroup Inc) | 29,217 -1.1% | USD 3,804,930-3.1% | USD 130.23-2.0% | |
| DRI (Darden Restaurants Inc) | 17,328 -1.1% | USD 3,718,935-1.0% | USD 214.620.1% | |
| LULU (Lululemon Athletica Inc.) | 16,153 -1.1% | USD 3,260,806-2.6% | USD 201.87-1.5% | |
| NVR (NVR Inc) | 424 -0.9% | USD 3,206,093-1.7% | USD 7561.54-0.8% | |
| GPC (Genuine Parts Co) | 20,600 -1.1% | USD 2,820,964-0.5% | USD 136.940.6% | |
| LVS (Las Vegas Sands Corp) | 45,745 -1.1% | USD 2,696,668-3.8% | USD 58.95-2.7% | |
| APTV (Aptiv PLC) | 32,254 -1.1% | USD 2,535,487-5.9% | USD 78.61-4.8% | |
| DECK (Deckers Outdoor Corporation) | 21,975 -1.1% | USD 2,212,663-3.4% | USD 100.69-2.3% | |
| RL (Ralph Lauren Corp Class A) | 5,729 -1.1% | USD 2,079,913-2.7% | USD 363.05-1.7% | |
| DPZ (Domino’s Pizza Inc) | 4,625 -1.1% | USD 1,851,295-3.2% | USD 400.28-2.2% | |
| NCLH (Norwegian Cruise Line Holdings Ltd) | 66,941 -1.1% | USD 1,473,371-4.8% | USD 22.01-3.8% | |
| WYNN (Wynn Resorts Limited) | 12,507 -1.1% | USD 1,429,925-3.7% | USD 114.33-2.6% | |
| POOL (Pool Corporation) | 4,862 -1.1% | USD 1,302,967-1.0% | USD 267.990.1% | |
| MGM (MGM Resorts International) | 30,807 -1.1% | USD 1,077,629-2.3% | USD 34.98-1.2% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| AMZN (Amazon.com Inc) | 1,042,756 | USD 248,363,6240.6% | USD 238.180.6% | |
| HD (Home Depot Inc) | 149,713 | USD 56,765,1810.9% | USD 379.160.9% | |
| MCD (McDonald’s Corporation) | 107,027 | USD 33,030,6730.2% | USD 308.620.2% | |
| BKNG (Booking Holdings Inc) | 4,845 | USD 25,160,3760.1% | USD 5193.060.1% | |
| LOW (Lowe's Companies Inc) | 84,137 | USD 23,306,7900.7% | USD 277.010.7% | |
| SBUX (Starbucks Corporation) | 170,874 | USD 15,939,1272.3% | USD 93.282.3% | |
| ORLY (O’Reilly Automotive Inc) | 127,013 | USD 11,893,497-1.5% | USD 93.64-1.5% | |
| DASH (DoorDash, Inc. Class A Common Stock) | 56,227 | USD 11,813,855-1.4% | USD 210.11-1.4% | |
| GM (General Motors Company) | 140,323 | USD 11,353,534-0.4% | USD 80.91-0.4% | |
| MAR (Marriott International Inc) | 33,500 | USD 10,913,9651.9% | USD 325.791.9% | |
| RCL (Royal Caribbean Cruises Ltd) | 38,147 | USD 10,609,062-0.4% | USD 278.11-0.4% | |
| HLT (Hilton Worldwide Holdings Inc) | 34,960 | USD 10,553,0260.6% | USD 301.860.6% | |
| CVNA (Carvana Co) | 21,270 | USD 9,802,9180.5% | USD 460.880.5% | |
| ROST (Ross Stores Inc) | 48,954 | USD 9,486,7961.0% | USD 193.791.0% | |
| AZO (AutoZone Inc) | 2,521 | USD 8,736,399-0.2% | USD 3465.45-0.2% | |
| ABNB (Airbnb Inc) | 64,233 | USD 8,517,296-0.1% | USD 132.6-0.1% | |
| F (Ford Motor Company) | 588,191 | USD 8,122,918-0.2% | USD 13.81-0.2% | |
| CMG (Chipotle Mexican Grill Inc) | 198,919 | USD 8,028,371-0.6% | USD 40.36-0.6% | |
| YUM (Yum! Brands Inc) | 41,551 | USD 6,691,7892.5% | USD 161.052.5% | |
| DHI (DR Horton Inc) | 41,510 | USD 6,683,1101.1% | USD 1611.1% | |
| EBAY (eBay Inc) | 68,418 | USD 6,572,9171.7% | USD 96.071.7% | |
| GRMN (Garmin Ltd) | 24,496 | USD 5,207,8500.5% | USD 212.60.5% | |
| EXPE (Expedia Group Inc.) | 17,692 | USD 5,206,4021.2% | USD 294.281.2% | |
| ULTA (Ulta Beauty Inc) | 6,728 | USD 4,474,9270.2% | USD 665.120.2% | |
| TPR (Tapestry Inc) | 31,160 | USD 4,146,150-0.1% | USD 133.06-0.1% | |
| LEN (Lennar Corporation) | 32,461 | USD 3,968,3570.7% | USD 122.250.7% | |
| PHM (PulteGroup Inc) | 29,543 | USD 3,925,3781.6% | USD 132.871.6% | |
| WSM (Williams-Sonoma Inc) | 18,414 | USD 3,866,9401.6% | USD 2101.6% | |
| DRI (Darden Restaurants Inc) | 17,520 | USD 3,755,0623.1% | USD 214.333.1% | |
| LULU (Lululemon Athletica Inc.) | 16,333 | USD 3,348,4280.9% | USD 205.010.9% | |
| NVR (NVR Inc) | 428 | USD 3,262,6480.6% | USD 7623.010.6% | |
| GPC (Genuine Parts Co) | 20,830 | USD 2,836,2131.8% | USD 136.161.8% | |
| LVS (Las Vegas Sands Corp) | 46,257 | USD 2,803,6371.2% | USD 60.611.2% | |
| APTV (Aptiv PLC) | 32,616 | USD 2,694,408-0.4% | USD 82.61-0.4% | |
| DECK (Deckers Outdoor Corporation) | 22,221 | USD 2,290,3181.6% | USD 103.071.6% | |
| RL (Ralph Lauren Corp Class A) | 5,793 | USD 2,138,4861.7% | USD 369.151.7% | |
| DPZ (Domino’s Pizza Inc) | 4,677 | USD 1,913,3140.4% | USD 409.090.4% | |
| NCLH (Norwegian Cruise Line Holdings Ltd) | 67,695 | USD 1,548,185-1.0% | USD 22.87-1.0% | |
| WYNN (Wynn Resorts Limited) | 12,647 | USD 1,484,3780.4% | USD 117.370.4% | |
| POOL (Pool Corporation) | 4,916 | USD 1,315,5710.9% | USD 267.610.9% | |
| MGM (MGM Resorts International) | 31,153 | USD 1,103,1282.9% | USD 35.412.9% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| AMZN (Amazon.com Inc) | 1,042,756 | USD 246,768,207-2.5% | USD 236.65-2.5% | |
| HD (Home Depot Inc) | 149,713 | USD 56,284,602-1.0% | USD 375.95-1.0% | |
| MCD (McDonald’s Corporation) | 107,027 | USD 32,978,230-0.4% | USD 308.13-0.4% | |
| BKNG (Booking Holdings Inc) | 4,845 | USD 25,131,112-2.4% | USD 5187.02-2.4% | |
| LOW (Lowe's Companies Inc) | 84,137 | USD 23,133,4680.3% | USD 274.950.3% | |
| SBUX (Starbucks Corporation) | 170,874 | USD 15,575,1650.7% | USD 91.150.7% | |
| ORLY (O’Reilly Automotive Inc) | 127,013 | USD 12,068,7750.4% | USD 95.020.4% | |
| DASH (DoorDash, Inc. Class A Common Stock) | 56,227 | USD 11,983,661-2.0% | USD 213.13-2.0% | |
| GM (General Motors Company) | 140,323 | USD 11,398,437-2.4% | USD 81.23-2.4% | |
| MAR (Marriott International Inc) | 33,500 | USD 10,709,280-1.0% | USD 319.68-1.0% | |
| RCL (Royal Caribbean Cruises Ltd) | 38,147 | USD 10,655,602-4.2% | USD 279.33-4.2% | |
| HLT (Hilton Worldwide Holdings Inc) | 34,960 | USD 10,492,545-0.2% | USD 300.13-0.2% | |
| CVNA (Carvana Co) | 21,270 | USD 9,754,635-2.1% | USD 458.61-2.1% | |
| ROST (Ross Stores Inc) | 48,954 | USD 9,390,846-0.7% | USD 191.83-0.7% | |
| AZO (AutoZone Inc) | 2,521 | USD 8,754,576-0.9% | USD 3472.66-0.9% | |
| ABNB (Airbnb Inc) | 64,233 | USD 8,529,500-5.2% | USD 132.79-5.2% | |
| F (Ford Motor Company) | 588,191 | USD 8,140,563-1.0% | USD 13.84-1.0% | |
| CMG (Chipotle Mexican Grill Inc) | 198,919 | USD 8,074,1223.0% | USD 40.593.0% | |
| DHI (DR Horton Inc) | 41,510 | USD 6,612,543-1.0% | USD 159.3-1.0% | |
| YUM (Yum! Brands Inc) | 41,551 | USD 6,528,9090.5% | USD 157.130.5% | |
| EBAY (eBay Inc) | 68,418 | USD 6,460,0280.1% | USD 94.420.1% | |
| GRMN (Garmin Ltd) | 24,496 | USD 5,181,394-1.1% | USD 211.52-1.1% | |
| EXPE (Expedia Group Inc.) | 17,692 | USD 5,144,126-3.1% | USD 290.76-3.1% | |
| ULTA (Ulta Beauty Inc) | 6,728 | USD 4,466,383-0.2% | USD 663.85-0.2% | |
| TPR (Tapestry Inc) | 31,160 | USD 4,149,577-0.9% | USD 133.17-0.9% | |
| LEN (Lennar Corporation) | 32,461 | USD 3,940,441-1.6% | USD 121.39-1.6% | |
| PHM (PulteGroup Inc) | 29,543 | USD 3,862,156-2.2% | USD 130.73-2.2% | |
| WSM (Williams-Sonoma Inc) | 18,414 | USD 3,805,253-0.7% | USD 206.65-0.7% | |
| DRI (Darden Restaurants Inc) | 17,520 | USD 3,641,8820.6% | USD 207.870.6% | |
| LULU (Lululemon Athletica Inc.) | 16,333 | USD 3,317,886-4.1% | USD 203.14-4.1% | |
| NVR (NVR Inc) | 428 | USD 3,244,565-1.2% | USD 7580.76-1.2% | |
| GPC (Genuine Parts Co) | 20,830 | USD 2,787,0541.4% | USD 133.81.4% | |
| LVS (Las Vegas Sands Corp) | 46,257 | USD 2,770,7940.0% | USD 59.90.0% | |
| APTV (Aptiv PLC) | 32,616 | USD 2,704,845-6.0% | USD 82.93-6.0% | |
| DECK (Deckers Outdoor Corporation) | 22,221 | USD 2,253,209-0.3% | USD 101.4-0.3% | |
| RL (Ralph Lauren Corp Class A) | 5,793 | USD 2,102,048-0.9% | USD 362.86-0.9% | |
| DPZ (Domino’s Pizza Inc) | 4,677 | USD 1,905,316-0.9% | USD 407.38-0.9% | |
| NCLH (Norwegian Cruise Line Holdings Ltd) | 67,695 | USD 1,563,078-3.1% | USD 23.09-3.1% | |
| WYNN (Wynn Resorts Limited) | 12,647 | USD 1,478,1810.4% | USD 116.880.4% | |
| POOL (Pool Corporation) | 4,916 | USD 1,304,4111.3% | USD 265.341.3% | |
| MGM (MGM Resorts International) | 31,153 | USD 1,071,975-0.7% | USD 34.41-0.7% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| AMZN (Amazon.com Inc) | 1,042,756 | USD 252,972,606-1.6% | USD 242.6-1.6% | |
| HD (Home Depot Inc) | 149,713 | USD 56,852,0151.3% | USD 379.741.3% | |
| MCD (McDonald’s Corporation) | 107,027 | USD 33,118,4350.9% | USD 309.440.9% | |
| BKNG (Booking Holdings Inc) | 4,845 | USD 25,749,770-1.4% | USD 5314.71-1.4% | |
| LOW (Lowe's Companies Inc) | 84,137 | USD 23,074,5721.2% | USD 274.251.2% | |
| SBUX (Starbucks Corporation) | 170,874 | USD 15,474,3490.7% | USD 90.560.7% | |
| DASH (DoorDash, Inc. Class A Common Stock) | 56,227 | USD 12,223,7501.2% | USD 217.41.2% | |
| ORLY (O’Reilly Automotive Inc) | 127,013 | USD 12,019,240-1.0% | USD 94.63-1.0% | |
| GM (General Motors Company) | 140,323 | USD 11,680,4870.4% | USD 83.240.4% | |
| RCL (Royal Caribbean Cruises Ltd) | 38,147 | USD 11,128,243-3.1% | USD 291.72-3.1% | |
| MAR (Marriott International Inc) | 33,500 | USD 10,819,160-0.1% | USD 322.96-0.1% | |
| HLT (Hilton Worldwide Holdings Inc) | 34,960 | USD 10,509,6750.1% | USD 300.620.1% | |
| CVNA (Carvana Co) | 21,270 | USD 9,966,0590.9% | USD 468.550.9% | |
| ROST (Ross Stores Inc) | 48,954 | USD 9,459,3810.5% | USD 193.230.5% | |
| ABNB (Airbnb Inc) | 64,233 | USD 8,997,1161.1% | USD 140.071.1% | |
| AZO (AutoZone Inc) | 2,521 | USD 8,837,996-0.5% | USD 3505.75-0.5% | |
| F (Ford Motor Company) | 588,191 | USD 8,222,910-0.4% | USD 13.98-0.4% | |
| CMG (Chipotle Mexican Grill Inc) | 198,919 | USD 7,839,398-2.3% | USD 39.41-2.3% | |
| DHI (DR Horton Inc) | 41,510 | USD 6,676,8840.7% | USD 160.850.7% | |
| YUM (Yum! Brands Inc) | 41,551 | USD 6,496,914-0.4% | USD 156.36-0.4% | |
| EBAY (eBay Inc) | 68,418 | USD 6,456,6071.1% | USD 94.371.1% | |
| EXPE (Expedia Group Inc.) | 17,692 | USD 5,307,0692.9% | USD 299.972.9% | |
| GRMN (Garmin Ltd) | 24,496 | USD 5,239,9391.1% | USD 213.911.1% | |
| ULTA (Ulta Beauty Inc) | 6,728 | USD 4,473,1110.5% | USD 664.850.5% | |
| TPR (Tapestry Inc) | 31,160 | USD 4,187,2810.5% | USD 134.380.5% | |
| LEN (Lennar Corporation) | 32,461 | USD 4,003,0912.0% | USD 123.322.0% | |
| PHM (PulteGroup Inc) | 29,543 | USD 3,948,7170.3% | USD 133.660.3% | |
| WSM (Williams-Sonoma Inc) | 18,414 | USD 3,831,5850.9% | USD 208.080.9% | |
| DRI (Darden Restaurants Inc) | 17,520 | USD 3,618,756-1.4% | USD 206.55-1.4% | |
| LULU (Lululemon Athletica Inc.) | 16,333 | USD 3,460,9631.4% | USD 211.91.4% | |
| NVR (NVR Inc) | 428 | USD 3,284,1811.1% | USD 7673.321.1% | |
| APTV (Aptiv PLC) | 32,616 | USD 2,878,3621.6% | USD 88.251.6% | |
| LVS (Las Vegas Sands Corp) | 46,257 | USD 2,769,8690.0% | USD 59.880.0% | |
| GPC (Genuine Parts Co) | 20,830 | USD 2,748,9352.1% | USD 131.972.1% | |
| DECK (Deckers Outdoor Corporation) | 22,221 | USD 2,260,098-0.1% | USD 101.71-0.1% | |
| RL (Ralph Lauren Corp Class A) | 5,793 | USD 2,120,8750.8% | USD 366.110.8% | |
| DPZ (Domino’s Pizza Inc) | 4,677 | USD 1,921,826-1.2% | USD 410.91-1.2% | |
| NCLH (Norwegian Cruise Line Holdings Ltd) | 67,695 | USD 1,612,495-2.1% | USD 23.82-2.1% | |
| WYNN (Wynn Resorts Limited) | 12,647 | USD 1,472,111-0.4% | USD 116.4-0.4% | |
| POOL (Pool Corporation) | 4,916 | USD 1,287,8941.4% | USD 261.981.4% | |
| MGM (MGM Resorts International) | 31,153 | USD 1,079,451-0.5% | USD 34.65-0.5% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| AMZN (Amazon.com Inc) | 1,042,756 | USD 257,008,071-0.4% | USD 246.47-0.4% | |
| HD (Home Depot Inc) | 149,713 | USD 56,133,3920.1% | USD 374.940.1% | |
| MCD (McDonald’s Corporation) | 107,027 | USD 32,830,532-0.2% | USD 306.75-0.2% | |
| BKNG (Booking Holdings Inc) | 4,845 | USD 26,121,914-1.8% | USD 5391.52-1.8% | |
| LOW (Lowe's Companies Inc) | 84,137 | USD 22,791,8721.4% | USD 270.891.4% | |
| SBUX (Starbucks Corporation) | 170,874 | USD 15,371,8251.2% | USD 89.961.2% | |
| ORLY (O’Reilly Automotive Inc) | 127,013 | USD 12,142,4431.9% | USD 95.61.9% | |
| DASH (DoorDash, Inc. Class A Common Stock) | 56,227 | USD 12,081,495-0.3% | USD 214.87-0.3% | |
| GM (General Motors Company) | 140,323 | USD 11,632,7770.0% | USD 82.90.0% | |
| RCL (Royal Caribbean Cruises Ltd) | 38,147 | USD 11,487,206-3.3% | USD 301.13-3.3% | |
| MAR (Marriott International Inc) | 33,500 | USD 10,832,225-1.5% | USD 323.35-1.5% | |
| HLT (Hilton Worldwide Holdings Inc) | 34,960 | USD 10,501,9840.0% | USD 300.40.0% | |
| CVNA (Carvana Co) | 21,270 | USD 9,880,3400.3% | USD 464.520.3% | |
| ROST (Ross Stores Inc) | 48,954 | USD 9,411,8960.4% | USD 192.260.4% | |
| ABNB (Airbnb Inc) | 64,233 | USD 8,896,913-0.5% | USD 138.51-0.5% | |
| AZO (AutoZone Inc) | 2,521 | USD 8,881,4833.0% | USD 35233.0% | |
| F (Ford Motor Company) | 588,191 | USD 8,252,320-1.2% | USD 14.03-1.2% | |
| CMG (Chipotle Mexican Grill Inc) | 198,919 | USD 8,024,3920.6% | USD 40.340.6% | |
| DHI (DR Horton Inc) | 41,510 | USD 6,629,5621.5% | USD 159.711.5% | |
| YUM (Yum! Brands Inc) | 41,551 | USD 6,520,1830.9% | USD 156.920.9% | |
| EBAY (eBay Inc) | 68,418 | USD 6,383,3992.6% | USD 93.32.6% | |
| GRMN (Garmin Ltd) | 24,496 | USD 5,180,659-0.4% | USD 211.49-0.4% | |
| EXPE (Expedia Group Inc.) | 17,692 | USD 5,157,749-1.6% | USD 291.53-1.6% | |
| ULTA (Ulta Beauty Inc) | 6,728 | USD 4,450,505-0.7% | USD 661.49-0.7% | |
| TPR (Tapestry Inc) | 31,160 | USD 4,166,092-0.5% | USD 133.7-0.5% | |
| PHM (PulteGroup Inc) | 29,543 | USD 3,936,0140.8% | USD 133.230.8% | |
| LEN (Lennar Corporation) | 32,461 | USD 3,924,5351.4% | USD 120.91.4% | |
| WSM (Williams-Sonoma Inc) | 18,414 | USD 3,798,0723.6% | USD 206.263.6% | |
| DRI (Darden Restaurants Inc) | 17,520 | USD 3,669,0383.5% | USD 209.423.5% | |
| LULU (Lululemon Athletica Inc.) | 16,333 | USD 3,414,2502.5% | USD 209.042.5% | |
| NVR (NVR Inc) | 428 | USD 3,249,2690.1% | USD 7591.750.1% | |
| APTV (Aptiv PLC) | 32,616 | USD 2,832,047-2.1% | USD 86.83-2.1% | |
| LVS (Las Vegas Sands Corp) | 46,257 | USD 2,770,3321.6% | USD 59.891.6% | |
| GPC (Genuine Parts Co) | 20,830 | USD 2,691,4440.7% | USD 129.210.7% | |
| DECK (Deckers Outdoor Corporation) | 22,221 | USD 2,262,320-1.9% | USD 101.81-1.9% | |
| RL (Ralph Lauren Corp Class A) | 5,793 | USD 2,104,307-1.8% | USD 363.25-1.8% | |
| DPZ (Domino’s Pizza Inc) | 4,677 | USD 1,945,3982.7% | USD 415.952.7% | |
| NCLH (Norwegian Cruise Line Holdings Ltd) | 67,695 | USD 1,647,696-0.8% | USD 24.34-0.8% | |
| WYNN (Wynn Resorts Limited) | 12,647 | USD 1,477,675-0.8% | USD 116.84-0.8% | |
| POOL (Pool Corporation) | 4,916 | USD 1,270,5892.4% | USD 258.462.4% | |
| MGM (MGM Resorts International) | 31,153 | USD 1,084,7471.1% | USD 34.821.1% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| AMZN (Amazon.com Inc) | 1,042,756 1.7% | USD 257,956,9792.1% | USD 247.380.4% | |
| HD (Home Depot Inc) | 149,713 1.7% | USD 56,088,4785.9% | USD 374.644.2% | |
| MCD (McDonald’s Corporation) | 107,027 1.7% | USD 32,891,5381.2% | USD 307.32-0.5% | |
| BKNG (Booking Holdings Inc) | 4,845 1.6% | USD 26,609,2732.5% | USD 5492.110.9% | |
| LOW (Lowe's Companies Inc) | 84,137 1.7% | USD 22,482,2486.0% | USD 267.214.3% | |
| SBUX (Starbucks Corporation) | 170,874 1.7% | USD 15,187,2812.5% | USD 88.880.8% | |
| DASH (DoorDash, Inc. Class A Common Stock) | 56,227 1.7% | USD 12,120,292-2.2% | USD 215.56-3.8% | |
| ORLY (O’Reilly Automotive Inc) | 127,013 1.7% | USD 11,913,8194.1% | USD 93.82.4% | |
| RCL (Royal Caribbean Cruises Ltd) | 38,147 1.7% | USD 11,882,7914.1% | USD 311.52.4% | |
| GM (General Motors Company) | 140,323 1.7% | USD 11,628,567-1.0% | USD 82.87-2.7% | |
| MAR (Marriott International Inc) | 33,500 1.7% | USD 10,994,0302.7% | USD 328.181.0% | |
| HLT (Hilton Worldwide Holdings Inc) | 34,960 1.7% | USD 10,500,5862.4% | USD 300.360.7% | |
| CVNA (Carvana Co) | 21,270 1.7% | USD 9,849,9246.4% | USD 463.094.6% | |
| ROST (Ross Stores Inc) | 48,954 1.7% | USD 9,371,7542.8% | USD 191.441.1% | |
| ABNB (Airbnb Inc) | 64,233 1.7% | USD 8,945,7302.1% | USD 139.270.4% | |
| AZO (AutoZone Inc) | 2,521 1.7% | USD 8,624,7705.0% | USD 3421.173.2% | |
| F (Ford Motor Company) | 588,191 1.7% | USD 8,352,3120.3% | USD 14.2-1.4% | |
| CMG (Chipotle Mexican Grill Inc) | 198,919 1.7% | USD 7,978,6414.1% | USD 40.112.4% | |
| DHI (DR Horton Inc) | 41,510 1.7% | USD 6,528,6939.6% | USD 157.287.8% | |
| YUM (Yum! Brands Inc) | 41,551 1.7% | USD 6,462,0123.0% | USD 155.521.3% | |
| EBAY (eBay Inc) | 68,418 1.7% | USD 6,219,8801.7% | USD 90.910.0% | |
| EXPE (Expedia Group Inc.) | 17,692 1.7% | USD 5,242,6700.0% | USD 296.33-1.7% | |
| GRMN (Garmin Ltd) | 24,496 1.7% | USD 5,199,2761.1% | USD 212.25-0.6% | |
| ULTA (Ulta Beauty Inc) | 6,728 1.7% | USD 4,482,0593.0% | USD 666.181.3% | |
| TPR (Tapestry Inc) | 31,160 1.7% | USD 4,186,3462.3% | USD 134.350.6% | |
| PHM (PulteGroup Inc) | 29,543 1.7% | USD 3,905,5859.1% | USD 132.27.3% | |
| LEN (Lennar Corporation) | 32,461 1.7% | USD 3,870,97410.7% | USD 119.258.9% | |
| WSM (Williams-Sonoma Inc) | 18,414 1.7% | USD 3,665,1232.3% | USD 199.040.6% | |
| DRI (Darden Restaurants Inc) | 17,520 1.7% | USD 3,545,3471.6% | USD 202.36-0.1% | |
| LULU (Lululemon Athletica Inc.) | 16,333 1.7% | USD 3,330,299-2.3% | USD 203.9-3.9% | |
| NVR (NVR Inc) | 428 1.4% | USD 3,244,9554.1% | USD 7581.672.7% | |
| APTV (Aptiv PLC) | 32,616 1.7% | USD 2,892,0614.3% | USD 88.672.6% | |
| LVS (Las Vegas Sands Corp) | 46,257 1.7% | USD 2,726,850-3.2% | USD 58.95-4.8% | |
| GPC (Genuine Parts Co) | 20,830 1.7% | USD 2,673,3223.0% | USD 128.341.3% | |
| DECK (Deckers Outdoor Corporation) | 22,221 1.7% | USD 2,305,651-1.7% | USD 103.76-3.4% | |
| RL (Ralph Lauren Corp Class A) | 5,793 1.7% | USD 2,142,3093.0% | USD 369.811.3% | |
| DPZ (Domino’s Pizza Inc) | 4,677 1.7% | USD 1,894,6061.3% | USD 405.09-0.4% | |
| NCLH (Norwegian Cruise Line Holdings Ltd) | 67,695 1.7% | USD 1,660,5582.4% | USD 24.530.7% | |
| WYNN (Wynn Resorts Limited) | 12,647 1.7% | USD 1,490,1961.3% | USD 117.83-0.4% | |
| POOL (Pool Corporation) | 4,916 1.7% | USD 1,240,2085.6% | USD 252.283.9% | |
| MGM (MGM Resorts International) | 31,153 1.7% | USD 1,073,221-0.3% | USD 34.45-2.0% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| AMZN (Amazon.com Inc) | 1,025,659 0.6% | USD 252,609,5552.5% | USD 246.292.0% | |
| HD (Home Depot Inc) | 147,259 0.6% | USD 52,948,4463.6% | USD 359.563.0% | |
| MCD (McDonald’s Corporation) | 105,272 0.6% | USD 32,516,4152.1% | USD 308.881.6% | |
| BKNG (Booking Holdings Inc) | 4,767 0.5% | USD 25,956,3150.5% | USD 54450.0% | |
| LOW (Lowe's Companies Inc) | 82,757 0.6% | USD 21,203,1714.3% | USD 256.213.7% | |
| SBUX (Starbucks Corporation) | 168,066 0.6% | USD 14,820,0602.3% | USD 88.181.7% | |
| DASH (DoorDash, Inc. Class A Common Stock) | 55,303 0.6% | USD 12,393,402-2.2% | USD 224.1-2.8% | |
| GM (General Motors Company) | 138,016 0.6% | USD 11,749,3024.5% | USD 85.133.9% | |
| ORLY (O’Reilly Automotive Inc) | 124,925 0.6% | USD 11,446,8781.4% | USD 91.630.9% | |
| RCL (Royal Caribbean Cruises Ltd) | 37,520 0.6% | USD 11,418,4621.2% | USD 304.330.6% | |
| MAR (Marriott International Inc) | 32,951 0.6% | USD 10,706,1092.3% | USD 324.911.8% | |
| HLT (Hilton Worldwide Holdings Inc) | 34,387 0.6% | USD 10,258,6742.2% | USD 298.331.6% | |
| CVNA (Carvana Co) | 20,922 0.6% | USD 9,259,659-1.3% | USD 442.58-1.8% | |
| ROST (Ross Stores Inc) | 48,150 0.6% | USD 9,113,3511.8% | USD 189.271.2% | |
| ABNB (Airbnb Inc) | 63,177 0.6% | USD 8,760,1231.7% | USD 138.661.2% | |
| F (Ford Motor Company) | 578,501 0.6% | USD 8,330,4145.4% | USD 14.44.8% | |
| AZO (AutoZone Inc) | 2,479 0.6% | USD 8,215,3810.4% | USD 3313.99-0.1% | |
| CMG (Chipotle Mexican Grill Inc) | 195,640 0.6% | USD 7,665,1751.4% | USD 39.180.8% | |
| YUM (Yum! Brands Inc) | 40,867 0.6% | USD 6,272,2672.6% | USD 153.482.0% | |
| EBAY (eBay Inc) | 67,290 0.6% | USD 6,115,3151.4% | USD 90.880.8% | |
| DHI (DR Horton Inc) | 40,826 0.6% | USD 5,956,5135.3% | USD 145.94.7% | |
| EXPE (Expedia Group Inc.) | 17,401 0.6% | USD 5,243,0952.0% | USD 301.311.4% | |
| GRMN (Garmin Ltd) | 24,091 0.6% | USD 5,142,4651.9% | USD 213.461.3% | |
| ULTA (Ulta Beauty Inc) | 6,617 0.6% | USD 4,350,4130.9% | USD 657.460.3% | |
| TPR (Tapestry Inc) | 30,644 0.6% | USD 4,091,5872.5% | USD 133.521.9% | |
| WSM (Williams-Sonoma Inc) | 18,111 0.6% | USD 3,582,5373.7% | USD 197.813.1% | |
| PHM (PulteGroup Inc) | 29,054 0.6% | USD 3,578,2915.6% | USD 123.165.0% | |
| LEN (Lennar Corporation) | 31,924 0.6% | USD 3,497,2746.0% | USD 109.555.4% | |
| DRI (Darden Restaurants Inc) | 17,232 0.6% | USD 3,489,4801.9% | USD 202.51.4% | |
| LULU (Lululemon Athletica Inc.) | 16,063 0.6% | USD 3,408,0870.8% | USD 212.170.2% | |
| NVR (NVR Inc) | 422 0.5% | USD 3,116,7153.8% | USD 7385.583.3% | |
| LVS (Las Vegas Sands Corp) | 45,489 0.6% | USD 2,815,7691.3% | USD 61.90.8% | |
| APTV (Aptiv PLC) | 32,073 0.6% | USD 2,772,7115.8% | USD 86.455.2% | |
| GPC (Genuine Parts Co) | 20,485 0.6% | USD 2,596,0644.0% | USD 126.733.4% | |
| DECK (Deckers Outdoor Corporation) | 21,852 0.6% | USD 2,346,0314.8% | USD 107.364.2% | |
| RL (Ralph Lauren Corp Class A) | 5,697 0.6% | USD 2,079,8041.7% | USD 365.071.1% | |
| DPZ (Domino’s Pizza Inc) | 4,599 0.6% | USD 1,869,8610.8% | USD 406.580.3% | |
| NCLH (Norwegian Cruise Line Holdings Ltd) | 66,564 0.6% | USD 1,622,1650.4% | USD 24.37-0.2% | |
| WYNN (Wynn Resorts Limited) | 12,437 0.6% | USD 1,470,9242.2% | USD 118.271.6% | |
| POOL (Pool Corporation) | 4,835 0.6% | USD 1,173,9383.0% | USD 242.82.4% | |
| MGM (MGM Resorts International) | 30,634 0.6% | USD 1,076,7853.6% | USD 35.153.0% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| AMZN (Amazon.com Inc) | 1,019,960 | USD 246,381,5380.3% | USD 241.560.3% | |
| HD (Home Depot Inc) | 146,441 | USD 51,116,695-0.1% | USD 349.06-0.1% | |
| MCD (McDonald’s Corporation) | 104,687 | USD 31,841,5980.5% | USD 304.160.5% | |
| BKNG (Booking Holdings Inc) | 4,741 | USD 25,818,1591.8% | USD 5445.721.8% | |
| LOW (Lowe's Companies Inc) | 82,297 | USD 20,337,2350.3% | USD 247.120.3% | |
| SBUX (Starbucks Corporation) | 167,130 | USD 14,488,500-3.1% | USD 86.69-3.1% | |
| DASH (DoorDash, Inc. Class A Common Stock) | 54,995 | USD 12,677,4470.5% | USD 230.520.5% | |
| ORLY (O’Reilly Automotive Inc) | 124,229 | USD 11,286,2050.5% | USD 90.850.5% | |
| RCL (Royal Caribbean Cruises Ltd) | 37,311 | USD 11,283,5931.6% | USD 302.421.6% | |
| GM (General Motors Company) | 137,247 | USD 11,241,902-0.3% | USD 81.91-0.3% | |
| MAR (Marriott International Inc) | 32,768 | USD 10,461,512-0.8% | USD 319.26-0.8% | |
| HLT (Hilton Worldwide Holdings Inc) | 34,196 | USD 10,036,5260.1% | USD 293.50.1% | |
| CVNA (Carvana Co) | 20,806 | USD 9,378,9292.3% | USD 450.782.3% | |
| ROST (Ross Stores Inc) | 47,882 | USD 8,953,455-0.3% | USD 186.99-0.3% | |
| ABNB (Airbnb Inc) | 62,825 | USD 8,609,538-0.7% | USD 137.04-0.7% | |
| AZO (AutoZone Inc) | 2,465 | USD 8,179,0672.3% | USD 3318.082.3% | |
| F (Ford Motor Company) | 575,269 | USD 7,904,196-0.4% | USD 13.74-0.4% | |
| CMG (Chipotle Mexican Grill Inc) | 194,547 | USD 7,562,0420.6% | USD 38.870.6% | |
| YUM (Yum! Brands Inc) | 40,639 | USD 6,115,763-0.6% | USD 150.49-0.6% | |
| EBAY (eBay Inc) | 66,914 | USD 6,032,297-1.5% | USD 90.15-1.5% | |
| DHI (DR Horton Inc) | 40,598 | USD 5,655,707-3.6% | USD 139.31-3.6% | |
| EXPE (Expedia Group Inc.) | 17,304 | USD 5,142,403-0.7% | USD 297.18-0.7% | |
| GRMN (Garmin Ltd) | 23,956 | USD 5,047,0500.6% | USD 210.680.6% | |
| ULTA (Ulta Beauty Inc) | 6,580 | USD 4,312,2690.8% | USD 655.360.8% | |
| TPR (Tapestry Inc) | 30,472 | USD 3,990,918-1.7% | USD 130.97-1.7% | |
| WSM (Williams-Sonoma Inc) | 18,010 | USD 3,455,038-2.6% | USD 191.84-2.6% | |
| DRI (Darden Restaurants Inc) | 17,136 | USD 3,423,259-0.2% | USD 199.77-0.2% | |
| PHM (PulteGroup Inc) | 28,891 | USD 3,388,625-3.2% | USD 117.29-3.2% | |
| LULU (Lululemon Athletica Inc.) | 15,973 | USD 3,381,804-1.9% | USD 211.72-1.9% | |
| LEN (Lennar Corporation) | 31,745 | USD 3,299,258-2.3% | USD 103.93-2.3% | |
| NVR (NVR Inc) | 420 | USD 3,001,509-1.3% | USD 7146.45-1.3% | |
| LVS (Las Vegas Sands Corp) | 45,233 | USD 2,778,663-3.7% | USD 61.43-3.7% | |
| APTV (Aptiv PLC) | 31,892 | USD 2,619,928-0.6% | USD 82.15-0.6% | |
| GPC (Genuine Parts Co) | 20,370 | USD 2,496,547-1.6% | USD 122.56-1.6% | |
| DECK (Deckers Outdoor Corporation) | 21,729 | USD 2,238,956-4.1% | USD 103.04-4.1% | |
| RL (Ralph Lauren Corp Class A) | 5,665 | USD 2,044,725-0.6% | USD 360.94-0.6% | |
| DPZ (Domino’s Pizza Inc) | 4,573 | USD 1,854,352-0.2% | USD 405.5-0.2% | |
| NCLH (Norwegian Cruise Line Holdings Ltd) | 66,187 | USD 1,616,2872.6% | USD 24.422.6% | |
| WYNN (Wynn Resorts Limited) | 12,367 | USD 1,439,148-3.5% | USD 116.37-3.5% | |
| POOL (Pool Corporation) | 4,808 | USD 1,139,544-1.0% | USD 237.01-1.0% | |
| MGM (MGM Resorts International) | 30,461 | USD 1,039,329-4.5% | USD 34.12-4.5% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| AMZN (Amazon.com Inc) | 1,019,960 | USD 245,738,9633.4% | USD 240.933.4% | |
| HD (Home Depot Inc) | 146,441 | USD 51,150,3771.5% | USD 349.291.5% | |
| MCD (McDonald’s Corporation) | 104,687 | USD 31,696,0831.0% | USD 302.771.0% | |
| BKNG (Booking Holdings Inc) | 4,741 | USD 25,356,717-0.4% | USD 5348.39-0.4% | |
| LOW (Lowe's Companies Inc) | 82,297 | USD 20,285,3880.7% | USD 246.490.7% | |
| SBUX (Starbucks Corporation) | 167,130 | USD 14,951,4503.4% | USD 89.463.4% | |
| DASH (DoorDash, Inc. Class A Common Stock) | 54,995 | USD 12,614,7531.2% | USD 229.381.2% | |
| GM (General Motors Company) | 137,247 | USD 11,278,958-1.2% | USD 82.18-1.2% | |
| ORLY (O’Reilly Automotive Inc) | 124,229 | USD 11,229,059-0.2% | USD 90.39-0.2% | |
| RCL (Royal Caribbean Cruises Ltd) | 37,311 | USD 11,109,3506.3% | USD 297.756.3% | |
| MAR (Marriott International Inc) | 32,768 | USD 10,546,7083.5% | USD 321.863.5% | |
| HLT (Hilton Worldwide Holdings Inc) | 34,196 | USD 10,029,0032.6% | USD 293.282.6% | |
| CVNA (Carvana Co) | 20,806 | USD 9,163,7952.4% | USD 440.442.4% | |
| ROST (Ross Stores Inc) | 47,882 | USD 8,979,3110.5% | USD 187.530.5% | |
| ABNB (Airbnb Inc) | 62,825 | USD 8,671,1071.6% | USD 138.021.6% | |
| AZO (AutoZone Inc) | 2,465 | USD 7,998,728-0.7% | USD 3244.92-0.7% | |
| F (Ford Motor Company) | 575,269 | USD 7,938,7122.4% | USD 13.82.4% | |
| CMG (Chipotle Mexican Grill Inc) | 194,547 | USD 7,513,4051.0% | USD 38.621.0% | |
| YUM (Yum! Brands Inc) | 40,639 | USD 6,153,1510.7% | USD 151.410.7% | |
| EBAY (eBay Inc) | 66,914 | USD 6,123,3001.1% | USD 91.511.1% | |
| DHI (DR Horton Inc) | 40,598 | USD 5,866,411-1.4% | USD 144.5-1.4% | |
| EXPE (Expedia Group Inc.) | 17,304 | USD 5,177,5304.1% | USD 299.214.1% | |
| GRMN (Garmin Ltd) | 23,956 | USD 5,015,1892.7% | USD 209.352.7% | |
| ULTA (Ulta Beauty Inc) | 6,580 | USD 4,277,3953.0% | USD 650.063.0% | |
| TPR (Tapestry Inc) | 30,472 | USD 4,058,2613.6% | USD 133.183.6% | |
| WSM (Williams-Sonoma Inc) | 18,010 | USD 3,547,9702.7% | USD 1972.7% | |
| PHM (PulteGroup Inc) | 28,891 | USD 3,500,1451.1% | USD 121.151.1% | |
| LULU (Lululemon Athletica Inc.) | 15,973 | USD 3,448,2511.6% | USD 215.881.6% | |
| DRI (Darden Restaurants Inc) | 17,136 | USD 3,431,4843.9% | USD 200.253.9% | |
| LEN (Lennar Corporation) | 31,745 | USD 3,376,3980.9% | USD 106.360.9% | |
| NVR (NVR Inc) | 420 | USD 3,040,687-1.1% | USD 7239.73-1.1% | |
| LVS (Las Vegas Sands Corp) | 45,233 | USD 2,884,961-1.3% | USD 63.78-1.3% | |
| APTV (Aptiv PLC) | 31,892 | USD 2,634,5982.6% | USD 82.612.6% | |
| GPC (Genuine Parts Co) | 20,370 | USD 2,536,0650.9% | USD 124.50.9% | |
| DECK (Deckers Outdoor Corporation) | 21,729 | USD 2,334,998-0.6% | USD 107.46-0.6% | |
| RL (Ralph Lauren Corp Class A) | 5,665 | USD 2,057,6411.3% | USD 363.221.3% | |
| DPZ (Domino’s Pizza Inc) | 4,573 | USD 1,858,925-1.2% | USD 406.5-1.2% | |
| NCLH (Norwegian Cruise Line Holdings Ltd) | 66,187 | USD 1,575,2515.4% | USD 23.85.4% | |
| WYNN (Wynn Resorts Limited) | 12,367 | USD 1,490,5950.7% | USD 120.530.7% | |
| POOL (Pool Corporation) | 4,808 | USD 1,150,9391.3% | USD 239.381.3% | |
| MGM (MGM Resorts International) | 30,461 | USD 1,088,676-0.6% | USD 35.74-0.6% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| AMZN (Amazon.com Inc) | 1,019,960 | USD 237,711,8782.9% | USD 233.062.9% | |
| HD (Home Depot Inc) | 146,441 | USD 50,388,884-0.5% | USD 344.09-0.5% | |
| MCD (McDonald’s Corporation) | 104,687 | USD 31,391,444-1.1% | USD 299.86-1.1% | |
| BKNG (Booking Holdings Inc) | 4,741 | USD 25,446,7010.8% | USD 5367.370.8% | |
| LOW (Lowe's Companies Inc) | 82,297 | USD 20,142,191-0.9% | USD 244.75-0.9% | |
| SBUX (Starbucks Corporation) | 167,130 | USD 14,466,7733.1% | USD 86.563.1% | |
| DASH (DoorDash, Inc. Class A Common Stock) | 54,995 | USD 12,468,4663.2% | USD 226.723.2% | |
| GM (General Motors Company) | 137,247 | USD 11,412,0882.7% | USD 83.152.7% | |
| ORLY (O’Reilly Automotive Inc) | 124,229 | USD 11,252,6630.3% | USD 90.580.3% | |
| RCL (Royal Caribbean Cruises Ltd) | 37,311 | USD 10,453,050-1.1% | USD 280.16-1.1% | |
| MAR (Marriott International Inc) | 32,768 | USD 10,191,831-0.8% | USD 311.03-0.8% | |
| HLT (Hilton Worldwide Holdings Inc) | 34,196 | USD 9,772,191-2.5% | USD 285.77-2.5% | |
| CVNA (Carvana Co) | 20,806 | USD 8,947,8287.4% | USD 430.067.4% | |
| ROST (Ross Stores Inc) | 47,882 | USD 8,938,6122.2% | USD 186.682.2% | |
| ABNB (Airbnb Inc) | 62,825 | USD 8,536,0332.2% | USD 135.872.2% | |
| AZO (AutoZone Inc) | 2,465 | USD 8,056,360-1.1% | USD 3268.3-1.1% | |
| F (Ford Motor Company) | 575,269 | USD 7,748,8731.0% | USD 13.471.0% | |
| CMG (Chipotle Mexican Grill Inc) | 194,547 | USD 7,441,4232.0% | USD 38.252.0% | |
| YUM (Yum! Brands Inc) | 40,639 | USD 6,107,635-0.1% | USD 150.29-0.1% | |
| EBAY (eBay Inc) | 66,914 | USD 6,053,7103.9% | USD 90.473.9% | |
| DHI (DR Horton Inc) | 40,598 | USD 5,946,7950.5% | USD 146.480.5% | |
| EXPE (Expedia Group Inc.) | 17,304 | USD 4,974,3811.6% | USD 287.471.6% | |
| GRMN (Garmin Ltd) | 23,956 | USD 4,881,2750.7% | USD 203.760.7% | |
| ULTA (Ulta Beauty Inc) | 6,580 | USD 4,152,9671.8% | USD 631.151.8% | |
| TPR (Tapestry Inc) | 30,472 | USD 3,916,566-0.4% | USD 128.53-0.4% | |
| PHM (PulteGroup Inc) | 28,891 | USD 3,462,8750.7% | USD 119.860.7% | |
| WSM (Williams-Sonoma Inc) | 18,010 | USD 3,453,5982.1% | USD 191.762.1% | |
| LULU (Lululemon Athletica Inc.) | 15,973 | USD 3,392,6650.8% | USD 212.40.8% | |
| LEN (Lennar Corporation) | 31,745 | USD 3,345,9231.1% | USD 105.41.1% | |
| DRI (Darden Restaurants Inc) | 17,136 | USD 3,301,4222.9% | USD 192.662.9% | |
| NVR (NVR Inc) | 420 | USD 3,074,9080.6% | USD 7321.210.6% | |
| LVS (Las Vegas Sands Corp) | 45,233 | USD 2,923,861-0.9% | USD 64.64-0.9% | |
| APTV (Aptiv PLC) | 31,892 | USD 2,567,9442.7% | USD 80.522.7% | |
| GPC (Genuine Parts Co) | 20,370 | USD 2,513,251-0.5% | USD 123.38-0.5% | |
| DECK (Deckers Outdoor Corporation) | 21,729 | USD 2,348,9051.2% | USD 108.11.2% | |
| RL (Ralph Lauren Corp Class A) | 5,665 | USD 2,031,016-1.1% | USD 358.52-1.1% | |
| DPZ (Domino’s Pizza Inc) | 4,573 | USD 1,881,515-3.3% | USD 411.44-3.3% | |
| NCLH (Norwegian Cruise Line Holdings Ltd) | 66,187 | USD 1,494,502-0.9% | USD 22.58-0.9% | |
| WYNN (Wynn Resorts Limited) | 12,367 | USD 1,480,083-2.4% | USD 119.68-2.4% | |
| POOL (Pool Corporation) | 4,808 | USD 1,135,8902.8% | USD 236.252.8% | |
| MGM (MGM Resorts International) | 30,461 | USD 1,095,378-1.5% | USD 35.96-1.5% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| AMZN (Amazon.com Inc) | 1,019,960 1.1% | USD 231,020,940-0.8% | USD 226.5-1.9% | |
| HD (Home Depot Inc) | 146,441 1.1% | USD 50,642,2271.6% | USD 345.820.5% | |
| MCD (McDonald’s Corporation) | 104,687 1.1% | USD 31,747,3800.3% | USD 303.26-0.8% | |
| BKNG (Booking Holdings Inc) | 4,741 1.1% | USD 25,237,2910.5% | USD 5323.2-0.6% | |
| LOW (Lowe's Companies Inc) | 82,297 1.1% | USD 20,318,3063.5% | USD 246.892.4% | |
| SBUX (Starbucks Corporation) | 167,130 1.1% | USD 14,033,9060.8% | USD 83.97-0.3% | |
| DASH (DoorDash, Inc. Class A Common Stock) | 54,995 1.1% | USD 12,087,351-1.9% | USD 219.79-3.0% | |
| ORLY (O’Reilly Automotive Inc) | 124,229 1.1% | USD 11,222,8480.2% | USD 90.34-1.0% | |
| GM (General Motors Company) | 137,247 1.1% | USD 11,114,2620.7% | USD 80.98-0.4% | |
| RCL (Royal Caribbean Cruises Ltd) | 37,311 1.1% | USD 10,568,7142.7% | USD 283.261.6% | |
| MAR (Marriott International Inc) | 32,768 1.1% | USD 10,269,8192.2% | USD 313.411.0% | |
| HLT (Hilton Worldwide Holdings Inc) | 34,196 1.1% | USD 10,018,7443.1% | USD 292.982.0% | |
| ROST (Ross Stores Inc) | 47,882 1.1% | USD 8,749,9572.6% | USD 182.741.4% | |
| ABNB (Airbnb Inc) | 62,825 1.1% | USD 8,356,353-0.9% | USD 133.01-2.0% | |
| CVNA (Carvana Co) | 20,806 1.1% | USD 8,327,602-4.1% | USD 400.25-5.2% | |
| AZO (AutoZone Inc) | 2,465 1.1% | USD 8,143,916-1.5% | USD 3303.82-2.6% | |
| F (Ford Motor Company) | 575,269 1.1% | USD 7,674,0882.8% | USD 13.341.7% | |
| CMG (Chipotle Mexican Grill Inc) | 194,547 1.1% | USD 7,293,5672.5% | USD 37.491.3% | |
| YUM (Yum! Brands Inc) | 40,639 1.1% | USD 6,115,7630.6% | USD 150.49-0.5% | |
| DHI (DR Horton Inc) | 40,598 1.1% | USD 5,915,9412.3% | USD 145.721.2% | |
| EBAY (eBay Inc) | 66,914 1.1% | USD 5,825,5331.1% | USD 87.060.0% | |
| EXPE (Expedia Group Inc.) | 17,304 1.1% | USD 4,895,9941.0% | USD 282.94-0.1% | |
| GRMN (Garmin Ltd) | 23,956 1.1% | USD 4,849,6530.9% | USD 202.44-0.2% | |
| ULTA (Ulta Beauty Inc) | 6,580 1.1% | USD 4,079,8633.6% | USD 620.042.5% | |
| TPR (Tapestry Inc) | 30,472 1.1% | USD 3,933,0212.2% | USD 129.071.0% | |
| PHM (PulteGroup Inc) | 28,891 1.1% | USD 3,440,0512.7% | USD 119.071.5% | |
| WSM (Williams-Sonoma Inc) | 18,010 1.1% | USD 3,383,1796.4% | USD 187.855.2% | |
| LULU (Lululemon Athletica Inc.) | 15,973 1.1% | USD 3,367,2682.6% | USD 210.811.4% | |
| LEN (Lennar Corporation) | 31,745 1.1% | USD 3,308,4642.5% | USD 104.221.4% | |
| DRI (Darden Restaurants Inc) | 17,136 1.1% | USD 3,208,0312.9% | USD 187.211.7% | |
| NVR (NVR Inc) | 420 1.0% | USD 3,057,1250.8% | USD 7278.87-0.2% | |
| LVS (Las Vegas Sands Corp) | 45,233 1.1% | USD 2,949,6441.3% | USD 65.210.2% | |
| GPC (Genuine Parts Co) | 20,370 1.1% | USD 2,525,8802.0% | USD 1240.8% | |
| APTV (Aptiv PLC) | 31,892 1.1% | USD 2,501,6084.3% | USD 78.443.1% | |
| DECK (Deckers Outdoor Corporation) | 21,729 1.1% | USD 2,320,4404.2% | USD 106.793.0% | |
| RL (Ralph Lauren Corp Class A) | 5,665 1.1% | USD 2,053,7323.7% | USD 362.532.5% | |
| DPZ (Domino’s Pizza Inc) | 4,573 1.2% | USD 1,944,8053.2% | USD 425.282.0% | |
| WYNN (Wynn Resorts Limited) | 12,367 1.1% | USD 1,515,8233.0% | USD 122.571.9% | |
| NCLH (Norwegian Cruise Line Holdings Ltd) | 66,187 1.2% | USD 1,507,7403.2% | USD 22.782.1% | |
| MGM (MGM Resorts International) | 30,461 1.1% | USD 1,111,5221.1% | USD 36.49 | |
| POOL (Pool Corporation) | 4,808 1.1% | USD 1,104,4461.6% | USD 229.710.4% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| AMZN (Amazon.com Inc) | 1,008,562 0.6% | USD 232,796,281-0.2% | USD 230.82-0.7% | |
| HD (Home Depot Inc) | 144,805 0.6% | USD 49,827,401-0.1% | USD 344.1-0.6% | |
| MCD (McDonald’s Corporation) | 103,517 0.6% | USD 31,637,901-0.2% | USD 305.63-0.8% | |
| BKNG (Booking Holdings Inc) | 4,689 0.6% | USD 25,111,142-0.8% | USD 5355.33-1.3% | |
| LOW (Lowe's Companies Inc) | 81,377 0.6% | USD 19,624,877-0.3% | USD 241.16-0.8% | |
| SBUX (Starbucks Corporation) | 165,258 0.6% | USD 13,916,376-0.7% | USD 84.21-1.2% | |
| DASH (DoorDash, Inc. Class A Common Stock) | 54,379 0.6% | USD 12,315,756-0.2% | USD 226.48-0.7% | |
| ORLY (O’Reilly Automotive Inc) | 122,837 0.6% | USD 11,203,9630.3% | USD 91.21-0.3% | |
| GM (General Motors Company) | 135,709 0.6% | USD 11,035,856-0.7% | USD 81.32-1.2% | |
| RCL (Royal Caribbean Cruises Ltd) | 36,893 0.6% | USD 10,290,196-0.4% | USD 278.92-1.0% | |
| MAR (Marriott International Inc) | 32,402 0.6% | USD 10,052,396-0.6% | USD 310.24-1.2% | |
| HLT (Hilton Worldwide Holdings Inc) | 33,814 0.6% | USD 9,713,072-0.5% | USD 287.25-1.1% | |
| CVNA (Carvana Co) | 20,574 0.6% | USD 8,682,639-1.2% | USD 422.02-1.8% | |
| ROST (Ross Stores Inc) | 47,346 0.6% | USD 8,528,908-0.2% | USD 180.14-0.7% | |
| ABNB (Airbnb Inc) | 62,121 0.6% | USD 8,431,062-0.3% | USD 135.72-0.9% | |
| AZO (AutoZone Inc) | 2,437 0.6% | USD 8,265,0860.4% | USD 3391.5-0.2% | |
| F (Ford Motor Company) | 568,805 0.6% | USD 7,462,722-0.3% | USD 13.12-0.8% | |
| CMG (Chipotle Mexican Grill Inc) | 192,361 0.6% | USD 7,117,3570.5% | USD 37-0.1% | |
| YUM (Yum! Brands Inc) | 40,183 0.6% | USD 6,078,8840.0% | USD 151.28-0.6% | |
| DHI (DR Horton Inc) | 40,142 0.6% | USD 5,781,652-0.5% | USD 144.03-1.0% | |
| EBAY (eBay Inc) | 66,162 0.6% | USD 5,762,7100.6% | USD 87.1 | |
| EXPE (Expedia Group Inc.) | 17,110 0.6% | USD 4,847,4340.0% | USD 283.31-0.6% | |
| GRMN (Garmin Ltd) | 23,686 0.6% | USD 4,804,705-0.5% | USD 202.85-1.1% | |
| ULTA (Ulta Beauty Inc) | 6,506 0.6% | USD 3,936,1950.3% | USD 605.01-0.3% | |
| TPR (Tapestry Inc) | 30,128 0.6% | USD 3,849,455-0.8% | USD 127.77-1.4% | |
| PHM (PulteGroup Inc) | 28,565 0.6% | USD 3,349,532-0.2% | USD 117.26-0.7% | |
| LULU (Lululemon Athletica Inc.) | 15,793 0.6% | USD 3,281,943-0.8% | USD 207.81-1.4% | |
| LEN (Lennar Corporation) | 31,387 0.6% | USD 3,226,584-0.5% | USD 102.8-1.0% | |
| WSM (Williams-Sonoma Inc) | 17,806 0.6% | USD 3,179,974-1.0% | USD 178.59-1.5% | |
| DRI (Darden Restaurants Inc) | 16,942 0.6% | USD 3,117,6670.1% | USD 184.02-0.5% | |
| NVR (NVR Inc) | 416 0.5% | USD 3,033,7920.0% | USD 7292.77-0.5% | |
| LVS (Las Vegas Sands Corp) | 44,721 0.6% | USD 2,910,8900.6% | USD 65.090.0% | |
| GPC (Genuine Parts Co) | 20,140 0.6% | USD 2,476,414-0.3% | USD 122.96-0.9% | |
| APTV (Aptiv PLC) | 31,530 0.6% | USD 2,399,118-0.5% | USD 76.09-1.1% | |
| DECK (Deckers Outdoor Corporation) | 21,483 0.6% | USD 2,227,143-0.7% | USD 103.67-1.3% | |
| RL (Ralph Lauren Corp Class A) | 5,601 0.6% | USD 1,980,570-0.8% | USD 353.61-1.4% | |
| DPZ (Domino’s Pizza Inc) | 4,521 0.6% | USD 1,884,443-0.6% | USD 416.82-1.2% | |
| WYNN (Wynn Resorts Limited) | 12,227 0.6% | USD 1,471,2750.6% | USD 120.33 | |
| NCLH (Norwegian Cruise Line Holdings Ltd) | 65,433 0.6% | USD 1,460,4650.1% | USD 22.32-0.5% | |
| MGM (MGM Resorts International) | 30,115 0.6% | USD 1,098,896-0.1% | USD 36.49-0.7% | |
| POOL (Pool Corporation) | 4,754 0.6% | USD 1,087,478-0.4% | USD 228.75-1.0% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| AMZN (Amazon.com Inc) | 1,002,863 | USD 233,195,7330.2% | USD 232.530.2% | |
| HD (Home Depot Inc) | 143,987 | USD 49,869,897-0.3% | USD 346.35-0.3% | |
| MCD (McDonald’s Corporation) | 102,932 | USD 31,706,144-0.2% | USD 308.03-0.2% | |
| BKNG (Booking Holdings Inc) | 4,663 | USD 25,306,800-0.3% | USD 5427.15-0.3% | |
| LOW (Lowe's Companies Inc) | 80,917 | USD 19,677,396-0.3% | USD 243.18-0.3% | |
| SBUX (Starbucks Corporation) | 164,322 | USD 14,008,451-0.4% | USD 85.25-0.4% | |
| DASH (DoorDash, Inc. Class A Common Stock) | 54,071 | USD 12,335,217-1.2% | USD 228.13-1.2% | |
| ORLY (O’Reilly Automotive Inc) | 122,141 | USD 11,172,237-0.3% | USD 91.47-0.3% | |
| GM (General Motors Company) | 134,940 | USD 11,109,610-0.7% | USD 82.33-0.7% | |
| RCL (Royal Caribbean Cruises Ltd) | 36,684 | USD 10,333,883-0.4% | USD 281.7-0.4% | |
| MAR (Marriott International Inc) | 32,219 | USD 10,114,833-0.1% | USD 313.94-0.1% | |
| HLT (Hilton Worldwide Holdings Inc) | 33,623 | USD 9,765,128-0.7% | USD 290.43-0.7% | |
| CVNA (Carvana Co) | 20,458 | USD 8,787,734-0.9% | USD 429.55-0.9% | |
| ROST (Ross Stores Inc) | 47,078 | USD 8,542,3030.4% | USD 181.450.4% | |
| ABNB (Airbnb Inc) | 61,769 | USD 8,456,7940.2% | USD 136.910.2% | |
| AZO (AutoZone Inc) | 2,423 | USD 8,235,414-0.5% | USD 3398.85-0.5% | |
| F (Ford Motor Company) | 565,572 | USD 7,482,518-0.4% | USD 13.23-0.4% | |
| CMG (Chipotle Mexican Grill Inc) | 191,267 | USD 7,084,530-0.3% | USD 37.04-0.3% | |
| YUM (Yum! Brands Inc) | 39,955 | USD 6,080,352-0.1% | USD 152.18-0.1% | |
| DHI (DR Horton Inc) | 39,914 | USD 5,808,684-0.3% | USD 145.53-0.3% | |
| EBAY (eBay Inc) | 65,786 | USD 5,729,961-0.7% | USD 87.1-0.7% | |
| EXPE (Expedia Group Inc.) | 17,013 | USD 4,848,705-0.6% | USD 285-0.6% | |
| GRMN (Garmin Ltd) | 23,551 | USD 4,830,075-0.2% | USD 205.09-0.2% | |
| ULTA (Ulta Beauty Inc) | 6,469 | USD 3,925,9710.4% | USD 606.890.4% | |
| TPR (Tapestry Inc) | 29,956 | USD 3,880,201-0.6% | USD 129.53-0.6% | |
| PHM (PulteGroup Inc) | 28,402 | USD 3,355,128-0.5% | USD 118.13-0.5% | |
| LULU (Lululemon Athletica Inc.) | 15,703 | USD 3,308,151-0.9% | USD 210.67-0.9% | |
| LEN (Lennar Corporation) | 31,208 | USD 3,242,1990.0% | USD 103.890.0% | |
| WSM (Williams-Sonoma Inc) | 17,704 | USD 3,211,506-3.1% | USD 181.4-3.1% | |
| DRI (Darden Restaurants Inc) | 16,845 | USD 3,115,483-1.0% | USD 184.95-1.0% | |
| NVR (NVR Inc) | 414 | USD 3,033,461-0.4% | USD 7327.2-0.4% | |
| LVS (Las Vegas Sands Corp) | 44,465 | USD 2,894,672-0.8% | USD 65.1-0.8% | |
| GPC (Genuine Parts Co) | 20,025 | USD 2,483,701-0.3% | USD 124.03-0.3% | |
| APTV (Aptiv PLC) | 31,349 | USD 2,410,7380.1% | USD 76.90.1% | |
| DECK (Deckers Outdoor Corporation) | 21,360 | USD 2,243,4411.3% | USD 105.031.3% | |
| RL (Ralph Lauren Corp Class A) | 5,569 | USD 1,997,3780.5% | USD 358.660.5% | |
| DPZ (Domino’s Pizza Inc) | 4,495 | USD 1,896,5300.2% | USD 421.920.2% | |
| WYNN (Wynn Resorts Limited) | 12,157 | USD 1,462,852-1.6% | USD 120.33-1.6% | |
| NCLH (Norwegian Cruise Line Holdings Ltd) | 65,056 | USD 1,459,2060.1% | USD 22.430.1% | |
| MGM (MGM Resorts International) | 29,942 | USD 1,099,770-1.2% | USD 36.73-1.2% | |
| POOL (Pool Corporation) | 4,727 | USD 1,092,2680.8% | USD 231.070.8% | |
Note: All information is provided as is without warranty and should be used for indicative purposes only.
You should independently check data before making any investment decision.
This information is derived from third party sources and we cannot guarantee that their data is current, accurate, complete, free from defects etc and we therefore accept no responsibility for how it may be used. We accept no liability.