| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| AMZN (Amazon.com Inc) | 997,215 | USD 231,732,822 -0.9% | USD 232.38-0.9% | |
| HD (Home Depot Inc) | 140,251 | USD 50,197,235 1.1% | USD 357.911.1% | |
| MCD (McDonald’s Corporation) | 100,592 | USD 30,953,1642.3% | USD 307.712.3% | |
| BKNG (Booking Holdings Inc) | 4,568 | USD 23,055,655-1.7% | USD 5047.21-1.7% | |
| LOW (Lowe's Companies Inc) | 79,077 | USD 19,527,2741.6% | USD 246.941.6% | |
| SBUX (Starbucks Corporation) | 160,578 | USD 13,987,9502.2% | USD 87.112.2% | |
| ORLY (O’Reilly Automotive Inc) | 119,357 | USD 11,769,794-1.2% | USD 98.61-1.2% | |
| DASH (DoorDash, Inc. Class A Common Stock) | 52,297 | USD 11,635,0372.5% | USD 222.482.5% | |
| GM (General Motors Company) | 133,927 | USD 10,003,0081.4% | USD 74.691.4% | |
| MAR (Marriott International Inc) | 31,697 | USD 9,719,8850.7% | USD 306.650.7% | |
| RCL (Royal Caribbean Cruises Ltd) | 35,534 | USD 9,443,8710.3% | USD 265.770.3% | |
| HLT (Hilton Worldwide Holdings Inc) | 33,308 | USD 9,334,234-0.3% | USD 280.24-0.3% | |
| AZO (AutoZone Inc) | 2,367 | USD 9,048,852-0.1% | USD 3822.92-0.1% | |
| ROST (Ross Stores Inc) | 46,006 | USD 8,189,0680.2% | USD 1780.2% | |
| ABNB (Airbnb Inc) | 60,361 | USD 7,251,1671.4% | USD 120.131.4% | |
| F (Ford Motor Company) | 552,669 | USD 7,234,4371.0% | USD 13.091.0% | |
| DHI (DR Horton Inc) | 39,002 | USD 6,435,3304.1% | USD 1654.1% | |
| CMG (Chipotle Mexican Grill Inc) | 188,617 | USD 6,399,775-0.6% | USD 33.93-0.6% | |
| YUM (Yum! Brands Inc) | 39,043 | USD 5,798,6660.6% | USD 148.520.6% | |
| EBAY (eBay Inc) | 64,283 | USD 5,271,206-1.1% | USD 82-1.1% | |
| GRMN (Garmin Ltd) | 23,016 | USD 4,590,7711.2% | USD 199.461.2% | |
| EXPE (Expedia Group Inc.) | 16,625 | USD 4,362,733-0.5% | USD 262.42-0.5% | |
| LEN (Lennar Corporation) | 32,013 | USD 4,261,8912.6% | USD 133.132.6% | |
| PHM (PulteGroup Inc) | 27,753 | USD 3,617,0483.0% | USD 130.333.0% | |
| ULTA (Ulta Beauty Inc) | 6,321 | USD 3,441,911-0.6% | USD 544.52-0.6% | |
| TPR (Tapestry Inc) | 29,273 | USD 3,276,2342.4% | USD 111.922.4% | |
| NVR (NVR Inc) | 406 | USD 3,117,8451.0% | USD 7679.421.0% | |
| WSM (Williams-Sonoma Inc) | 17,300 | USD 3,085,2820.2% | USD 178.340.2% | |
| DRI (Darden Restaurants Inc) | 16,462 | USD 2,919,0421.5% | USD 177.321.5% | |
| LVS (Las Vegas Sands Corp) | 43,446 | USD 2,905,668-2.4% | USD 66.88-2.4% | |
| LULU (Lululemon Athletica Inc.) | 15,343 | USD 2,797,029-0.1% | USD 182.3-0.1% | |
| GPC (Genuine Parts Co) | 19,565 | USD 2,533,0810.4% | USD 129.470.4% | |
| APTV (Aptiv PLC) | 30,630 | USD 2,391,8970.8% | USD 78.090.8% | |
| DECK (Deckers Outdoor Corporation) | 20,868 | USD 1,981,8343.5% | USD 94.973.5% | |
| RL (Ralph Lauren Corp Class A) | 5,441 | USD 1,948,6940.6% | USD 358.150.6% | |
| DPZ (Domino’s Pizza Inc) | 4,391 | USD 1,895,5511.7% | USD 431.691.7% | |
| WYNN (Wynn Resorts Limited) | 11,877 | USD 1,562,182-1.2% | USD 131.53-1.2% | |
| NCLH (Norwegian Cruise Line Holdings Ltd) | 63,551 | USD 1,196,6652.2% | USD 18.832.2% | |
| POOL (Pool Corporation) | 4,619 | USD 1,136,1820.5% | USD 245.980.5% | |
| LKQ (LKQ Corporation) | 36,183 | USD 1,061,6090.5% | USD 29.340.5% | |
| MGM (MGM Resorts International) | 29,250 | USD 1,039,5450.6% | USD 35.540.6% | |
| MHK (Mohawk Industries Inc) | 7,347 | USD 846,4480.5% | USD 115.210.5% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| AMZN (Amazon.com Inc) | 997,215 -2.8% | USD 233,767,140-2.6% | USD 234.420.2% | |
| HD (Home Depot Inc) | 140,251 -2.8% | USD 49,653,062-3.7% | USD 354.03-0.9% | |
| MCD (McDonald’s Corporation) | 100,592 -2.8% | USD 30,250,026-3.7% | USD 300.72-0.9% | |
| BKNG (Booking Holdings Inc) | 4,568 -2.9% | USD 23,457,0002.0% | USD 5135.075.0% | |
| LOW (Lowe's Companies Inc) | 79,077 -2.8% | USD 19,229,154-4.1% | USD 243.17-1.3% | |
| SBUX (Starbucks Corporation) | 160,578 -2.8% | USD 13,681,246-2.5% | USD 85.20.3% | |
| ORLY (O’Reilly Automotive Inc) | 119,357 -2.8% | USD 11,916,603-4.2% | USD 99.84-1.4% | |
| DASH (DoorDash, Inc. Class A Common Stock) | 52,297 -2.8% | USD 11,347,4032.6% | USD 216.985.5% | |
| GM (General Motors Company) | 133,927 -2.8% | USD 9,865,063-1.9% | USD 73.661.0% | |
| MAR (Marriott International Inc) | 31,697 -2.8% | USD 9,656,491-2.4% | USD 304.650.4% | |
| RCL (Royal Caribbean Cruises Ltd) | 35,534 -2.8% | USD 9,419,353-3.4% | USD 265.08-0.6% | |
| HLT (Hilton Worldwide Holdings Inc) | 33,308 -2.8% | USD 9,365,543-3.5% | USD 281.18-0.7% | |
| AZO (AutoZone Inc) | 2,367 -2.9% | USD 9,057,965-5.8% | USD 3826.77-3.0% | |
| ROST (Ross Stores Inc) | 46,006 -2.8% | USD 8,169,285-2.8% | USD 177.570.0% | |
| F (Ford Motor Company) | 552,669 -2.8% | USD 7,162,590-4.3% | USD 12.96-1.5% | |
| ABNB (Airbnb Inc) | 60,361 -2.8% | USD 7,152,779-3.1% | USD 118.5-0.3% | |
| CMG (Chipotle Mexican Grill Inc) | 188,617 -2.8% | USD 6,439,384-3.1% | USD 34.14-0.3% | |
| DHI (DR Horton Inc) | 39,002 -2.8% | USD 6,180,257-2.2% | USD 158.460.7% | |
| YUM (Yum! Brands Inc) | 39,043 -2.8% | USD 5,763,528-4.8% | USD 147.62-2.0% | |
| EBAY (eBay Inc) | 64,283 -2.8% | USD 5,329,704-2.6% | USD 82.910.2% | |
| GRMN (Garmin Ltd) | 23,016 -2.8% | USD 4,538,295-2.7% | USD 197.180.2% | |
| EXPE (Expedia Group Inc.) | 16,625 -2.8% | USD 4,384,013-1.1% | USD 263.71.8% | |
| LEN (Lennar Corporation) | 32,013 -2.8% | USD 4,153,046-3.2% | USD 129.73-0.4% | |
| PHM (PulteGroup Inc) | 27,753 -2.8% | USD 3,512,142-3.3% | USD 126.55-0.5% | |
| ULTA (Ulta Beauty Inc) | 6,321 -2.8% | USD 3,464,224-2.8% | USD 548.050.1% | |
| TPR (Tapestry Inc) | 29,273 -2.8% | USD 3,198,368-5.3% | USD 109.26-2.5% | |
| NVR (NVR Inc) | 406 -2.4% | USD 3,086,047-1.3% | USD 7601.11.1% | |
| WSM (Williams-Sonoma Inc) | 17,300 -2.8% | USD 3,080,438-5.2% | USD 178.06-2.4% | |
| LVS (Las Vegas Sands Corp) | 43,446 -2.8% | USD 2,976,485-4.2% | USD 68.51-1.4% | |
| DRI (Darden Restaurants Inc) | 16,462 -2.8% | USD 2,874,924-2.4% | USD 174.640.4% | |
| LULU (Lululemon Athletica Inc.) | 15,343 -2.8% | USD 2,798,563-2.8% | USD 182.40.0% | |
| GPC (Genuine Parts Co) | 19,565 -2.8% | USD 2,522,907-3.6% | USD 128.95-0.8% | |
| APTV (Aptiv PLC) | 30,630 -2.8% | USD 2,373,212-2.2% | USD 77.480.7% | |
| RL (Ralph Lauren Corp Class A) | 5,441 -2.9% | USD 1,936,397-5.5% | USD 355.89-2.7% | |
| DECK (Deckers Outdoor Corporation) | 20,868 -2.8% | USD 1,915,056-3.1% | USD 91.77-0.3% | |
| DPZ (Domino’s Pizza Inc) | 4,391 -2.9% | USD 1,864,594-2.7% | USD 424.640.2% | |
| WYNN (Wynn Resorts Limited) | 11,877 -2.8% | USD 1,580,710-2.6% | USD 133.090.2% | |
| NCLH (Norwegian Cruise Line Holdings Ltd) | 63,551 -2.9% | USD 1,171,245-3.6% | USD 18.43-0.8% | |
| POOL (Pool Corporation) | 4,619 -2.8% | USD 1,130,408-2.3% | USD 244.730.6% | |
| LKQ (LKQ Corporation) | 36,183 -2.9% | USD 1,055,820-3.8% | USD 29.18-1.0% | |
| MGM (MGM Resorts International) | 29,250 -2.9% | USD 1,033,695-3.1% | USD 35.34-0.3% | |
| MHK (Mohawk Industries Inc) | 7,347 -2.8% | USD 841,893-3.6% | USD 114.59-0.7% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| AMZN (Amazon.com Inc) | 1,026,205 | USD 240,008,8250.3% | USD 233.880.3% | |
| HD (Home Depot Inc) | 144,326 | USD 51,572,0100.1% | USD 357.330.1% | |
| MCD (McDonald’s Corporation) | 103,517 | USD 31,424,656-2.6% | USD 303.57-2.6% | |
| BKNG (Booking Holdings Inc) | 4,703 | USD 23,006,182-0.5% | USD 4891.81-0.5% | |
| LOW (Lowe's Companies Inc) | 81,377 | USD 20,050,4791.6% | USD 246.391.6% | |
| SBUX (Starbucks Corporation) | 165,253 | USD 14,031,632-2.5% | USD 84.91-2.5% | |
| ORLY (O’Reilly Automotive Inc) | 122,832 | USD 12,435,512-0.5% | USD 101.24-0.5% | |
| DASH (DoorDash, Inc. Class A Common Stock) | 53,817 | USD 11,063,6993.6% | USD 205.583.6% | |
| GM (General Motors Company) | 137,827 | USD 10,054,480-0.8% | USD 72.95-0.8% | |
| MAR (Marriott International Inc) | 32,617 | USD 9,897,302-0.4% | USD 303.44-0.4% | |
| RCL (Royal Caribbean Cruises Ltd) | 36,569 | USD 9,749,2950.1% | USD 266.60.1% | |
| HLT (Hilton Worldwide Holdings Inc) | 34,278 | USD 9,702,045-0.7% | USD 283.04-0.7% | |
| AZO (AutoZone Inc) | 2,437 | USD 9,618,815-0.2% | USD 3946.99-0.2% | |
| ROST (Ross Stores Inc) | 47,346 | USD 8,403,9150.6% | USD 177.50.6% | |
| F (Ford Motor Company) | 568,774 | USD 7,485,066-0.9% | USD 13.16-0.9% | |
| ABNB (Airbnb Inc) | 62,116 | USD 7,379,3811.5% | USD 118.81.5% | |
| CMG (Chipotle Mexican Grill Inc) | 194,117 | USD 6,646,566-0.8% | USD 34.24-0.8% | |
| DHI (DR Horton Inc) | 40,137 | USD 6,316,360-1.0% | USD 157.37-1.0% | |
| YUM (Yum! Brands Inc) | 40,178 | USD 6,052,414-1.7% | USD 150.64-1.7% | |
| EBAY (eBay Inc) | 66,158 | USD 5,473,251-0.1% | USD 82.73-0.1% | |
| GRMN (Garmin Ltd) | 23,686 | USD 4,663,3000.8% | USD 196.880.8% | |
| EXPE (Expedia Group Inc.) | 17,110 | USD 4,430,6351.3% | USD 258.951.3% | |
| LEN (Lennar Corporation) | 32,948 | USD 4,290,818-0.8% | USD 130.23-0.8% | |
| PHM (PulteGroup Inc) | 28,563 | USD 3,632,6420.0% | USD 127.180.0% | |
| ULTA (Ulta Beauty Inc) | 6,506 | USD 3,562,9461.6% | USD 547.641.6% | |
| TPR (Tapestry Inc) | 30,128 | USD 3,377,3492.6% | USD 112.12.6% | |
| WSM (Williams-Sonoma Inc) | 17,805 | USD 3,248,3441.3% | USD 182.441.3% | |
| NVR (NVR Inc) | 416 | USD 3,127,1090.1% | USD 7517.090.1% | |
| LVS (Las Vegas Sands Corp) | 44,716 | USD 3,107,3152.0% | USD 69.492.0% | |
| DRI (Darden Restaurants Inc) | 16,942 | USD 2,946,891-3.1% | USD 173.94-3.1% | |
| LULU (Lululemon Athletica Inc.) | 15,788 | USD 2,879,889-1.0% | USD 182.41-1.0% | |
| GPC (Genuine Parts Co) | 20,135 | USD 2,616,543-0.3% | USD 129.95-0.3% | |
| APTV (Aptiv PLC) | 31,525 | USD 2,425,534-0.8% | USD 76.94-0.8% | |
| RL (Ralph Lauren Corp Class A) | 5,601 | USD 2,049,294-0.4% | USD 365.88-0.4% | |
| DECK (Deckers Outdoor Corporation) | 21,478 | USD 1,976,4064.5% | USD 92.024.5% | |
| DPZ (Domino’s Pizza Inc) | 4,521 | USD 1,916,2261.0% | USD 423.851.0% | |
| WYNN (Wynn Resorts Limited) | 12,222 | USD 1,622,7153.2% | USD 132.773.2% | |
| NCLH (Norwegian Cruise Line Holdings Ltd) | 65,431 | USD 1,215,0540.6% | USD 18.570.6% | |
| POOL (Pool Corporation) | 4,754 | USD 1,156,981-0.1% | USD 243.37-0.1% | |
| LKQ (LKQ Corporation) | 37,253 | USD 1,097,846-0.7% | USD 29.47-0.7% | |
| MGM (MGM Resorts International) | 30,115 | USD 1,067,2760.4% | USD 35.440.4% | |
| MHK (Mohawk Industries Inc) | 7,562 | USD 873,033-0.4% | USD 115.45-0.4% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| AMZN (Amazon.com Inc) | 1,026,205 | USD 239,331,5301.8% | USD 233.221.8% | |
| HD (Home Depot Inc) | 144,326 | USD 51,512,8360.4% | USD 356.920.4% | |
| MCD (McDonald’s Corporation) | 103,517 | USD 32,278,671-0.2% | USD 311.82-0.2% | |
| BKNG (Booking Holdings Inc) | 4,703 | USD 23,113,7870.1% | USD 4914.690.1% | |
| LOW (Lowe's Companies Inc) | 81,377 | USD 19,732,2950.4% | USD 242.480.4% | |
| SBUX (Starbucks Corporation) | 165,253 | USD 14,395,1890.5% | USD 87.110.5% | |
| ORLY (O’Reilly Automotive Inc) | 122,832 | USD 12,492,0140.2% | USD 101.70.2% | |
| DASH (DoorDash, Inc. Class A Common Stock) | 53,817 | USD 10,675,6781.2% | USD 198.371.2% | |
| GM (General Motors Company) | 137,827 | USD 10,133,0411.0% | USD 73.521.0% | |
| MAR (Marriott International Inc) | 32,617 | USD 9,941,3350.0% | USD 304.790.0% | |
| HLT (Hilton Worldwide Holdings Inc) | 34,278 | USD 9,770,258-0.3% | USD 285.03-0.3% | |
| RCL (Royal Caribbean Cruises Ltd) | 36,569 | USD 9,736,4960.2% | USD 266.250.2% | |
| AZO (AutoZone Inc) | 2,437 | USD 9,636,702-0.3% | USD 3954.33-0.3% | |
| ROST (Ross Stores Inc) | 47,346 | USD 8,349,941-0.7% | USD 176.36-0.7% | |
| F (Ford Motor Company) | 568,774 | USD 7,553,3190.7% | USD 13.280.7% | |
| ABNB (Airbnb Inc) | 62,116 | USD 7,266,9510.2% | USD 116.990.2% | |
| CMG (Chipotle Mexican Grill Inc) | 194,117 | USD 6,700,9191.4% | USD 34.521.4% | |
| DHI (DR Horton Inc) | 40,137 | USD 6,382,1841.4% | USD 159.011.4% | |
| YUM (Yum! Brands Inc) | 40,178 | USD 6,155,671-0.4% | USD 153.21-0.4% | |
| EBAY (eBay Inc) | 66,158 | USD 5,477,2210.4% | USD 82.790.4% | |
| GRMN (Garmin Ltd) | 23,686 | USD 4,626,3500.3% | USD 195.320.3% | |
| EXPE (Expedia Group Inc.) | 17,110 | USD 4,374,856-0.7% | USD 255.69-0.7% | |
| LEN (Lennar Corporation) | 32,948 | USD 4,326,0720.0% | USD 131.30.0% | |
| PHM (PulteGroup Inc) | 28,563 | USD 3,632,928-0.3% | USD 127.19-0.3% | |
| ULTA (Ulta Beauty Inc) | 6,506 | USD 3,505,6280.7% | USD 538.830.7% | |
| TPR (Tapestry Inc) | 30,128 | USD 3,292,388-1.3% | USD 109.28-1.3% | |
| WSM (Williams-Sonoma Inc) | 17,805 | USD 3,205,078-0.6% | USD 180.01-0.6% | |
| NVR (NVR Inc) | 416 | USD 3,123,033-0.8% | USD 7507.29-0.8% | |
| LVS (Las Vegas Sands Corp) | 44,716 | USD 3,047,843-0.1% | USD 68.16-0.1% | |
| DRI (Darden Restaurants Inc) | 16,942 | USD 3,042,444-0.2% | USD 179.58-0.2% | |
| LULU (Lululemon Athletica Inc.) | 15,788 | USD 2,907,8341.2% | USD 184.181.2% | |
| GPC (Genuine Parts Co) | 20,135 | USD 2,625,6040.4% | USD 130.40.4% | |
| APTV (Aptiv PLC) | 31,525 | USD 2,444,7640.9% | USD 77.550.9% | |
| RL (Ralph Lauren Corp Class A) | 5,601 | USD 2,057,415-1.0% | USD 367.33-1.0% | |
| DPZ (Domino’s Pizza Inc) | 4,521 | USD 1,897,1471.0% | USD 419.631.0% | |
| DECK (Deckers Outdoor Corporation) | 21,478 | USD 1,890,7081.0% | USD 88.031.0% | |
| WYNN (Wynn Resorts Limited) | 12,222 | USD 1,572,727-0.6% | USD 128.68-0.6% | |
| NCLH (Norwegian Cruise Line Holdings Ltd) | 65,431 | USD 1,207,8560.7% | USD 18.460.7% | |
| POOL (Pool Corporation) | 4,754 | USD 1,158,074-0.3% | USD 243.6-0.3% | |
| LKQ (LKQ Corporation) | 37,253 | USD 1,106,0420.4% | USD 29.690.4% | |
| MGM (MGM Resorts International) | 30,115 | USD 1,062,7581.5% | USD 35.291.5% | |
| MHK (Mohawk Industries Inc) | 7,562 | USD 876,4360.3% | USD 115.90.3% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| AMZN (Amazon.com Inc) | 1,026,205 | USD 235,165,138 | USD 229.16 | |
| HD (Home Depot Inc) | 144,326 | USD 51,303,563 | USD 355.47 | |
| MCD (McDonald’s Corporation) | 103,517 | USD 32,338,711 | USD 312.4 | |
| BKNG (Booking Holdings Inc) | 4,703 | USD 23,100,431 | USD 4911.85 | |
| LOW (Lowe's Companies Inc) | 81,377 | USD 19,661,497 | USD 241.61 | |
| SBUX (Starbucks Corporation) | 165,253 | USD 14,327,435 | USD 86.7 | |
| ORLY (O’Reilly Automotive Inc) | 122,832 | USD 12,468,676 | USD 101.51 | |
| DASH (DoorDash, Inc. Class A Common Stock) | 53,817 | USD 10,547,056 | USD 195.98 | |
| GM (General Motors Company) | 137,827 | USD 10,035,184 | USD 72.81 | |
| MAR (Marriott International Inc) | 32,617 | USD 9,936,769 | USD 304.65 | |
| HLT (Hilton Worldwide Holdings Inc) | 34,278 | USD 9,795,624 | USD 285.77 | |
| RCL (Royal Caribbean Cruises Ltd) | 36,569 | USD 9,716,749 | USD 265.71 | |
| AZO (AutoZone Inc) | 2,437 | USD 9,669,894 | USD 3967.95 | |
| ROST (Ross Stores Inc) | 47,346 | USD 8,412,911 | USD 177.69 | |
| F (Ford Motor Company) | 568,774 | USD 7,502,129 | USD 13.19 | |
| ABNB (Airbnb Inc) | 62,116 | USD 7,251,422 | USD 116.74 | |
| CMG (Chipotle Mexican Grill Inc) | 194,117 | USD 6,605,802 | USD 34.03 | |
| DHI (DR Horton Inc) | 40,137 | USD 6,291,876 | USD 156.76 | |
| YUM (Yum! Brands Inc) | 40,178 | USD 6,179,376 | USD 153.8 | |
| EBAY (eBay Inc) | 66,158 | USD 5,457,373 | USD 82.49 | |
| GRMN (Garmin Ltd) | 23,686 | USD 4,613,796 | USD 194.79 | |
| EXPE (Expedia Group Inc.) | 17,110 | USD 4,407,878 | USD 257.62 | |
| LEN (Lennar Corporation) | 32,948 | USD 4,325,413 | USD 131.28 | |
| PHM (PulteGroup Inc) | 28,563 | USD 3,644,353 | USD 127.59 | |
| ULTA (Ulta Beauty Inc) | 6,506 | USD 3,481,751 | USD 535.16 | |
| TPR (Tapestry Inc) | 30,128 | USD 3,335,170 | USD 110.7 | |
| WSM (Williams-Sonoma Inc) | 17,805 | USD 3,224,842 | USD 181.12 | |
| NVR (NVR Inc) | 416 | USD 3,147,735 | USD 7566.67 | |
| LVS (Las Vegas Sands Corp) | 44,716 | USD 3,051,867 | USD 68.25 | |
| DRI (Darden Restaurants Inc) | 16,942 | USD 3,049,560 | USD 180 | |
| LULU (Lululemon Athletica Inc.) | 15,788 | USD 2,872,469 | USD 181.94 | |
| GPC (Genuine Parts Co) | 20,135 | USD 2,614,731 | USD 129.86 | |
| APTV (Aptiv PLC) | 31,525 | USD 2,422,066 | USD 76.83 | |
| RL (Ralph Lauren Corp Class A) | 5,601 | USD 2,079,203 | USD 371.22 | |
| DPZ (Domino’s Pizza Inc) | 4,521 | USD 1,878,882 | USD 415.59 | |
| DECK (Deckers Outdoor Corporation) | 21,478 | USD 1,872,667 | USD 87.19 | |
| WYNN (Wynn Resorts Limited) | 12,222 | USD 1,582,260 | USD 129.46 | |
| NCLH (Norwegian Cruise Line Holdings Ltd) | 65,431 | USD 1,199,350 | USD 18.33 | |
| POOL (Pool Corporation) | 4,754 | USD 1,161,260 | USD 244.27 | |
| LKQ (LKQ Corporation) | 37,253 | USD 1,101,944 | USD 29.58 | |
| MGM (MGM Resorts International) | 30,115 | USD 1,047,400 | USD 34.78 | |
| MHK (Mohawk Industries Inc) | 7,562 | USD 873,411 | USD 115.5 | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| AMZN (Amazon.com Inc) | 1,026,205 | USD 235,165,138-0.2% | USD 229.16-0.2% | |
| HD (Home Depot Inc) | 144,326 | USD 51,303,5631.3% | USD 355.471.3% | |
| MCD (McDonald’s Corporation) | 103,517 | USD 32,338,7110.6% | USD 312.40.6% | |
| BKNG (Booking Holdings Inc) | 4,703 | USD 23,100,4310.1% | USD 4911.850.1% | |
| LOW (Lowe's Companies Inc) | 81,377 | USD 19,661,4971.5% | USD 241.611.5% | |
| SBUX (Starbucks Corporation) | 165,253 | USD 14,327,4350.9% | USD 86.70.9% | |
| ORLY (O’Reilly Automotive Inc) | 122,832 | USD 12,468,6760.1% | USD 101.510.1% | |
| DASH (DoorDash, Inc. Class A Common Stock) | 53,817 | USD 10,547,0560.3% | USD 195.980.3% | |
| GM (General Motors Company) | 137,827 | USD 10,035,1840.0% | USD 72.810.0% | |
| MAR (Marriott International Inc) | 32,617 | USD 9,936,7690.2% | USD 304.650.2% | |
| HLT (Hilton Worldwide Holdings Inc) | 34,278 | USD 9,795,6240.4% | USD 285.770.4% | |
| RCL (Royal Caribbean Cruises Ltd) | 36,569 | USD 9,716,749-0.3% | USD 265.71-0.3% | |
| AZO (AutoZone Inc) | 2,437 | USD 9,669,8940.5% | USD 3967.950.5% | |
| ROST (Ross Stores Inc) | 47,346 | USD 8,412,9110.7% | USD 177.690.7% | |
| F (Ford Motor Company) | 568,774 | USD 7,502,1290.2% | USD 13.190.2% | |
| ABNB (Airbnb Inc) | 62,116 | USD 7,251,422-1.5% | USD 116.74-1.5% | |
| CMG (Chipotle Mexican Grill Inc) | 194,117 | USD 6,605,8021.9% | USD 34.031.9% | |
| DHI (DR Horton Inc) | 40,137 | USD 6,291,8761.4% | USD 156.761.4% | |
| YUM (Yum! Brands Inc) | 40,178 | USD 6,179,376-0.1% | USD 153.8-0.1% | |
| EBAY (eBay Inc) | 66,158 | USD 5,457,373-0.4% | USD 82.49-0.4% | |
| GRMN (Garmin Ltd) | 23,686 | USD 4,613,7961.0% | USD 194.791.0% | |
| EXPE (Expedia Group Inc.) | 17,110 | USD 4,407,878-0.2% | USD 257.62-0.2% | |
| LEN (Lennar Corporation) | 32,948 | USD 4,325,4130.2% | USD 131.280.2% | |
| PHM (PulteGroup Inc) | 28,563 | USD 3,644,3531.5% | USD 127.591.5% | |
| ULTA (Ulta Beauty Inc) | 6,506 | USD 3,481,7512.7% | USD 535.162.7% | |
| TPR (Tapestry Inc) | 30,128 | USD 3,335,1702.8% | USD 110.72.8% | |
| WSM (Williams-Sonoma Inc) | 17,805 | USD 3,224,8420.9% | USD 181.120.9% | |
| NVR (NVR Inc) | 416 | USD 3,147,7351.5% | USD 7566.671.5% | |
| LVS (Las Vegas Sands Corp) | 44,716 | USD 3,051,8670.9% | USD 68.250.9% | |
| DRI (Darden Restaurants Inc) | 16,942 | USD 3,049,5600.4% | USD 1800.4% | |
| LULU (Lululemon Athletica Inc.) | 15,788 | USD 2,872,4692.5% | USD 181.942.5% | |
| GPC (Genuine Parts Co) | 20,135 | USD 2,614,7310.8% | USD 129.860.8% | |
| APTV (Aptiv PLC) | 31,525 | USD 2,422,0660.6% | USD 76.830.6% | |
| RL (Ralph Lauren Corp Class A) | 5,601 | USD 2,079,2031.8% | USD 371.221.8% | |
| DPZ (Domino’s Pizza Inc) | 4,521 | USD 1,878,882-0.5% | USD 415.59-0.5% | |
| DECK (Deckers Outdoor Corporation) | 21,478 | USD 1,872,6672.0% | USD 87.192.0% | |
| WYNN (Wynn Resorts Limited) | 12,222 | USD 1,582,2601.6% | USD 129.461.6% | |
| NCLH (Norwegian Cruise Line Holdings Ltd) | 65,431 | USD 1,199,350-0.1% | USD 18.33-0.1% | |
| POOL (Pool Corporation) | 4,754 | USD 1,161,2600.2% | USD 244.270.2% | |
| LKQ (LKQ Corporation) | 37,253 | USD 1,101,944-0.6% | USD 29.58-0.6% | |
| MGM (MGM Resorts International) | 30,115 | USD 1,047,4001.9% | USD 34.781.9% | |
| MHK (Mohawk Industries Inc) | 7,562 | USD 873,4110.9% | USD 115.50.9% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| AMZN (Amazon.com Inc) | 1,026,205 | USD 235,688,5021.5% | USD 229.671.5% | |
| HD (Home Depot Inc) | 144,326 | USD 50,668,5294.3% | USD 351.074.3% | |
| MCD (McDonald’s Corporation) | 103,517 | USD 32,136,8531.8% | USD 310.451.8% | |
| BKNG (Booking Holdings Inc) | 4,703 | USD 23,074,0470.6% | USD 4906.240.6% | |
| LOW (Lowe's Companies Inc) | 81,377 | USD 19,375,8644.1% | USD 238.14.1% | |
| SBUX (Starbucks Corporation) | 165,253 | USD 14,196,8853.1% | USD 85.913.1% | |
| ORLY (O’Reilly Automotive Inc) | 122,832 | USD 12,452,7082.4% | USD 101.382.4% | |
| DASH (DoorDash, Inc. Class A Common Stock) | 53,817 | USD 10,520,6853.9% | USD 195.493.9% | |
| GM (General Motors Company) | 137,827 | USD 10,031,0492.5% | USD 72.782.5% | |
| MAR (Marriott International Inc) | 32,617 | USD 9,919,4822.7% | USD 304.122.7% | |
| HLT (Hilton Worldwide Holdings Inc) | 34,278 | USD 9,759,9753.8% | USD 284.733.8% | |
| RCL (Royal Caribbean Cruises Ltd) | 36,569 | USD 9,742,3474.2% | USD 266.414.2% | |
| AZO (AutoZone Inc) | 2,437 | USD 9,621,4472.5% | USD 3948.072.5% | |
| ROST (Ross Stores Inc) | 47,346 | USD 8,356,5691.4% | USD 176.51.4% | |
| F (Ford Motor Company) | 568,774 | USD 7,490,7541.6% | USD 13.171.6% | |
| ABNB (Airbnb Inc) | 62,116 | USD 7,364,4733.6% | USD 118.563.6% | |
| CMG (Chipotle Mexican Grill Inc) | 194,117 | USD 6,483,5087.1% | USD 33.47.1% | |
| DHI (DR Horton Inc) | 40,137 | USD 6,202,3715.8% | USD 154.535.8% | |
| YUM (Yum! Brands Inc) | 40,178 | USD 6,187,4121.9% | USD 1541.9% | |
| EBAY (eBay Inc) | 66,158 | USD 5,477,2212.3% | USD 82.792.3% | |
| GRMN (Garmin Ltd) | 23,686 | USD 4,569,7400.3% | USD 192.930.3% | |
| EXPE (Expedia Group Inc.) | 17,110 | USD 4,416,7753.6% | USD 258.143.6% | |
| LEN (Lennar Corporation) | 32,948 | USD 4,318,8246.6% | USD 131.086.6% | |
| PHM (PulteGroup Inc) | 28,563 | USD 3,590,6555.4% | USD 125.715.4% | |
| ULTA (Ulta Beauty Inc) | 6,506 | USD 3,389,7561.2% | USD 521.021.2% | |
| TPR (Tapestry Inc) | 30,128 | USD 3,244,1831.9% | USD 107.681.9% | |
| WSM (Williams-Sonoma Inc) | 17,805 | USD 3,197,4223.4% | USD 179.583.4% | |
| NVR (NVR Inc) | 416 | USD 3,100,6062.6% | USD 7453.382.6% | |
| DRI (Darden Restaurants Inc) | 16,942 | USD 3,037,3623.4% | USD 179.283.4% | |
| LVS (Las Vegas Sands Corp) | 44,716 | USD 3,024,1433.0% | USD 67.633.0% | |
| LULU (Lululemon Athletica Inc.) | 15,788 | USD 2,802,5284.6% | USD 177.514.6% | |
| GPC (Genuine Parts Co) | 20,135 | USD 2,594,7971.9% | USD 128.871.9% | |
| APTV (Aptiv PLC) | 31,525 | USD 2,407,8802.0% | USD 76.382.0% | |
| RL (Ralph Lauren Corp Class A) | 5,601 | USD 2,041,5654.1% | USD 364.54.1% | |
| DPZ (Domino’s Pizza Inc) | 4,521 | USD 1,888,0603.7% | USD 417.623.7% | |
| DECK (Deckers Outdoor Corporation) | 21,478 | USD 1,835,7252.8% | USD 85.472.8% | |
| WYNN (Wynn Resorts Limited) | 12,222 | USD 1,557,9383.4% | USD 127.473.4% | |
| NCLH (Norwegian Cruise Line Holdings Ltd) | 65,431 | USD 1,200,6593.4% | USD 18.353.4% | |
| POOL (Pool Corporation) | 4,754 | USD 1,159,4533.0% | USD 243.893.0% | |
| LKQ (LKQ Corporation) | 37,253 | USD 1,108,2772.1% | USD 29.752.1% | |
| MGM (MGM Resorts International) | 30,115 | USD 1,028,1265.4% | USD 34.145.4% | |
| MHK (Mohawk Industries Inc) | 7,562 | USD 865,2444.5% | USD 114.424.5% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| AMZN (Amazon.com Inc) | 1,026,205 0.6% | USD 232,209,6673.1% | USD 226.282.5% | |
| HD (Home Depot Inc) | 144,326 0.6% | USD 48,577,245-1.4% | USD 336.58-2.0% | |
| MCD (McDonald’s Corporation) | 103,517 0.6% | USD 31,562,333-0.9% | USD 304.9-1.4% | |
| BKNG (Booking Holdings Inc) | 4,703 0.6% | USD 22,928,8652.8% | USD 4875.372.3% | |
| LOW (Lowe's Companies Inc) | 81,377 0.6% | USD 18,615,803-1.8% | USD 228.76-2.4% | |
| SBUX (Starbucks Corporation) | 165,253 0.6% | USD 13,772,185-1.8% | USD 83.34-2.4% | |
| ORLY (O’Reilly Automotive Inc) | 122,832 0.6% | USD 12,160,368-0.9% | USD 99-1.4% | |
| DASH (DoorDash, Inc. Class A Common Stock) | 53,817 0.6% | USD 10,121,901-0.3% | USD 188.08-0.8% | |
| GM (General Motors Company) | 137,827 0.6% | USD 9,785,7171.5% | USD 711.0% | |
| MAR (Marriott International Inc) | 32,617 0.6% | USD 9,662,1340.7% | USD 296.230.1% | |
| HLT (Hilton Worldwide Holdings Inc) | 34,278 0.6% | USD 9,403,4840.5% | USD 274.33-0.1% | |
| AZO (AutoZone Inc) | 2,437 0.6% | USD 9,386,154-0.6% | USD 3851.52-1.2% | |
| RCL (Royal Caribbean Cruises Ltd) | 36,569 0.6% | USD 9,345,939-2.7% | USD 255.57-3.2% | |
| ROST (Ross Stores Inc) | 47,346 0.6% | USD 8,244,3590.6% | USD 174.130.1% | |
| F (Ford Motor Company) | 568,774 0.6% | USD 7,371,3111.6% | USD 12.961.0% | |
| ABNB (Airbnb Inc) | 62,116 0.6% | USD 7,106,6920.7% | USD 114.410.1% | |
| YUM (Yum! Brands Inc) | 40,178 0.6% | USD 6,070,092-0.7% | USD 151.08-1.2% | |
| CMG (Chipotle Mexican Grill Inc) | 194,117 0.6% | USD 6,054,509-0.8% | USD 31.19-1.4% | |
| DHI (DR Horton Inc) | 40,137 0.6% | USD 5,863,2130.1% | USD 146.08-0.4% | |
| EBAY (eBay Inc) | 66,158 0.6% | USD 5,351,5210.6% | USD 80.890.1% | |
| GRMN (Garmin Ltd) | 23,686 0.6% | USD 4,557,1860.7% | USD 192.40.1% | |
| EXPE (Expedia Group Inc.) | 17,110 0.6% | USD 4,262,7851.2% | USD 249.140.7% | |
| LEN (Lennar Corporation) | 32,948 0.6% | USD 4,051,2860.4% | USD 122.96-0.2% | |
| PHM (PulteGroup Inc) | 28,563 0.6% | USD 3,406,995-0.3% | USD 119.28-0.9% | |
| ULTA (Ulta Beauty Inc) | 6,506 0.6% | USD 3,347,9230.4% | USD 514.59-0.2% | |
| TPR (Tapestry Inc) | 30,128 0.6% | USD 3,184,2281.0% | USD 105.690.4% | |
| WSM (Williams-Sonoma Inc) | 17,805 0.6% | USD 3,093,263-1.8% | USD 173.73-2.4% | |
| NVR (NVR Inc) | 416 0.5% | USD 3,021,624-1.2% | USD 7263.52-1.7% | |
| LVS (Las Vegas Sands Corp) | 44,716 0.6% | USD 2,936,5002.7% | USD 65.672.1% | |
| DRI (Darden Restaurants Inc) | 16,942 0.6% | USD 2,936,387-0.2% | USD 173.32-0.8% | |
| LULU (Lululemon Athletica Inc.) | 15,788 0.6% | USD 2,678,7501.5% | USD 169.670.9% | |
| GPC (Genuine Parts Co) | 20,135 0.6% | USD 2,547,279-1.0% | USD 126.51-1.6% | |
| APTV (Aptiv PLC) | 31,525 0.6% | USD 2,359,6461.5% | USD 74.851.0% | |
| RL (Ralph Lauren Corp Class A) | 5,601 0.6% | USD 1,960,2383.6% | USD 349.983.0% | |
| DPZ (Domino’s Pizza Inc) | 4,521 0.6% | USD 1,820,471-0.6% | USD 402.67-1.2% | |
| DECK (Deckers Outdoor Corporation) | 21,478 0.6% | USD 1,785,466-1.8% | USD 83.13-2.3% | |
| WYNN (Wynn Resorts Limited) | 12,222 0.6% | USD 1,506,2393.6% | USD 123.243.0% | |
| NCLH (Norwegian Cruise Line Holdings Ltd) | 65,431 0.6% | USD 1,161,400-1.9% | USD 17.75-2.5% | |
| POOL (Pool Corporation) | 4,754 0.6% | USD 1,125,319-0.8% | USD 236.71-1.4% | |
| LKQ (LKQ Corporation) | 37,253 0.6% | USD 1,085,925-0.8% | USD 29.15-1.4% | |
| MGM (MGM Resorts International) | 30,115 0.6% | USD 975,1240.0% | USD 32.38-0.5% | |
| MHK (Mohawk Industries Inc) | 7,562 0.6% | USD 828,2660.2% | USD 109.53-0.4% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| AMZN (Amazon.com Inc) | 1,020,407 | USD 225,193,6211.6% | USD 220.691.6% | |
| HD (Home Depot Inc) | 143,511 | USD 49,270,1973.3% | USD 343.323.3% | |
| MCD (McDonald’s Corporation) | 102,932 | USD 31,842,0141.7% | USD 309.351.7% | |
| BKNG (Booking Holdings Inc) | 4,676 | USD 22,295,1684.0% | USD 47684.0% | |
| LOW (Lowe's Companies Inc) | 80,917 | USD 18,958,0442.6% | USD 234.292.6% | |
| SBUX (Starbucks Corporation) | 164,319 | USD 14,024,6273.3% | USD 85.353.3% | |
| ORLY (O’Reilly Automotive Inc) | 122,138 | USD 12,266,3191.4% | USD 100.431.4% | |
| DASH (DoorDash, Inc. Class A Common Stock) | 53,513 | USD 10,147,6701.0% | USD 189.631.0% | |
| GM (General Motors Company) | 137,048 | USD 9,638,5863.4% | USD 70.333.4% | |
| RCL (Royal Caribbean Cruises Ltd) | 36,362 | USD 9,602,8414.5% | USD 264.094.5% | |
| MAR (Marriott International Inc) | 32,433 | USD 9,594,9794.8% | USD 295.844.8% | |
| AZO (AutoZone Inc) | 2,423 | USD 9,444,5631.2% | USD 3897.881.2% | |
| HLT (Hilton Worldwide Holdings Inc) | 34,084 | USD 9,355,3763.8% | USD 274.483.8% | |
| ROST (Ross Stores Inc) | 47,079 | USD 8,191,7468.4% | USD 1748.4% | |
| F (Ford Motor Company) | 565,555 | USD 7,256,0713.4% | USD 12.833.4% | |
| ABNB (Airbnb Inc) | 61,765 | USD 7,057,2692.4% | USD 114.262.4% | |
| YUM (Yum! Brands Inc) | 39,951 | USD 6,111,7042.5% | USD 152.982.5% | |
| CMG (Chipotle Mexican Grill Inc) | 193,018 | USD 6,105,1594.2% | USD 31.634.2% | |
| DHI (DR Horton Inc) | 39,910 | USD 5,855,1966.8% | USD 146.716.8% | |
| EBAY (eBay Inc) | 65,784 | USD 5,317,9791.0% | USD 80.841.0% | |
| GRMN (Garmin Ltd) | 23,552 | USD 4,527,4012.7% | USD 192.232.7% | |
| EXPE (Expedia Group Inc.) | 17,013 | USD 4,210,5475.4% | USD 247.495.4% | |
| LEN (Lennar Corporation) | 32,762 | USD 4,034,9685.9% | USD 123.165.9% | |
| PHM (PulteGroup Inc) | 28,401 | USD 3,417,2085.2% | USD 120.325.2% | |
| ULTA (Ulta Beauty Inc) | 6,469 | USD 3,335,2873.9% | USD 515.583.9% | |
| TPR (Tapestry Inc) | 29,958 | USD 3,152,7803.0% | USD 105.243.0% | |
| WSM (Williams-Sonoma Inc) | 17,704 | USD 3,150,0733.1% | USD 177.933.1% | |
| NVR (NVR Inc) | 414 | USD 3,058,9713.1% | USD 7388.823.1% | |
| DRI (Darden Restaurants Inc) | 16,846 | USD 2,943,3333.3% | USD 174.723.3% | |
| LVS (Las Vegas Sands Corp) | 44,463 | USD 2,859,4161.3% | USD 64.311.3% | |
| LULU (Lululemon Athletica Inc.) | 15,699 | USD 2,640,2582.1% | USD 168.182.1% | |
| GPC (Genuine Parts Co) | 20,021 | USD 2,573,9002.8% | USD 128.562.8% | |
| APTV (Aptiv PLC) | 31,346 | USD 2,323,6795.5% | USD 74.135.5% | |
| RL (Ralph Lauren Corp Class A) | 5,569 | USD 1,892,7924.0% | USD 339.884.0% | |
| DPZ (Domino’s Pizza Inc) | 4,495 | USD 1,831,2632.6% | USD 407.42.6% | |
| DECK (Deckers Outdoor Corporation) | 21,356 | USD 1,818,0364.5% | USD 85.134.5% | |
| WYNN (Wynn Resorts Limited) | 12,153 | USD 1,453,4992.1% | USD 119.62.1% | |
| NCLH (Norwegian Cruise Line Holdings Ltd) | 65,057 | USD 1,184,0374.0% | USD 18.24.0% | |
| POOL (Pool Corporation) | 4,727 | USD 1,134,3854.2% | USD 239.984.2% | |
| LKQ (LKQ Corporation) | 37,040 | USD 1,094,9022.8% | USD 29.562.8% | |
| MGM (MGM Resorts International) | 29,943 | USD 974,6455.8% | USD 32.555.8% | |
| MHK (Mohawk Industries Inc) | 7,519 | USD 826,5646.0% | USD 109.936.0% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| AMZN (Amazon.com Inc) | 1,020,407 | USD 221,571,176-2.5% | USD 217.14-2.5% | |
| HD (Home Depot Inc) | 143,511 | USD 47,700,186-0.6% | USD 332.38-0.6% | |
| MCD (McDonald’s Corporation) | 102,932 | USD 31,307,7970.5% | USD 304.160.5% | |
| BKNG (Booking Holdings Inc) | 4,676 | USD 21,430,576-2.3% | USD 4583.1-2.3% | |
| LOW (Lowe's Companies Inc) | 80,917 | USD 18,483,8700.0% | USD 228.430.0% | |
| SBUX (Starbucks Corporation) | 164,319 | USD 13,576,036-1.3% | USD 82.62-1.3% | |
| ORLY (O’Reilly Automotive Inc) | 122,138 | USD 12,092,8830.3% | USD 99.010.3% | |
| DASH (DoorDash, Inc. Class A Common Stock) | 53,513 | USD 10,045,995-7.2% | USD 187.73-7.2% | |
| AZO (AutoZone Inc) | 2,423 | USD 9,328,0901.1% | USD 3849.811.1% | |
| GM (General Motors Company) | 137,048 | USD 9,324,746-0.7% | USD 68.04-0.7% | |
| RCL (Royal Caribbean Cruises Ltd) | 36,362 | USD 9,189,405-1.3% | USD 252.72-1.3% | |
| MAR (Marriott International Inc) | 32,433 | USD 9,158,431-0.6% | USD 282.38-0.6% | |
| HLT (Hilton Worldwide Holdings Inc) | 34,084 | USD 9,009,083-1.0% | USD 264.32-1.0% | |
| ROST (Ross Stores Inc) | 47,079 | USD 7,556,1800.0% | USD 160.50.0% | |
| F (Ford Motor Company) | 565,555 | USD 7,018,538-3.8% | USD 12.41-3.8% | |
| ABNB (Airbnb Inc) | 61,765 | USD 6,889,268-2.5% | USD 111.54-2.5% | |
| YUM (Yum! Brands Inc) | 39,951 | USD 5,961,0890.6% | USD 149.210.6% | |
| CMG (Chipotle Mexican Grill Inc) | 193,018 | USD 5,858,096-2.1% | USD 30.35-2.1% | |
| DHI (DR Horton Inc) | 39,910 | USD 5,480,441-0.2% | USD 137.32-0.2% | |
| EBAY (eBay Inc) | 65,784 | USD 5,266,009-1.5% | USD 80.05-1.5% | |
| GRMN (Garmin Ltd) | 23,552 | USD 4,406,579-1.3% | USD 187.1-1.3% | |
| EXPE (Expedia Group Inc.) | 17,013 | USD 3,994,142-2.2% | USD 234.77-2.2% | |
| LEN (Lennar Corporation) | 32,762 | USD 3,808,5830.9% | USD 116.250.9% | |
| PHM (PulteGroup Inc) | 28,401 | USD 3,247,6540.5% | USD 114.350.5% | |
| ULTA (Ulta Beauty Inc) | 6,469 | USD 3,211,470-0.2% | USD 496.44-0.2% | |
| TPR (Tapestry Inc) | 29,958 | USD 3,061,108-2.1% | USD 102.18-2.1% | |
| WSM (Williams-Sonoma Inc) | 17,704 | USD 3,054,825-1.2% | USD 172.55-1.2% | |
| NVR (NVR Inc) | 414 | USD 2,965,6190.6% | USD 7163.330.6% | |
| DRI (Darden Restaurants Inc) | 16,846 | USD 2,850,512-0.5% | USD 169.21-0.5% | |
| LVS (Las Vegas Sands Corp) | 44,463 | USD 2,822,511-0.9% | USD 63.48-0.9% | |
| LULU (Lululemon Athletica Inc.) | 15,699 | USD 2,585,468-0.8% | USD 164.69-0.8% | |
| GPC (Genuine Parts Co) | 20,021 | USD 2,503,226-0.3% | USD 125.03-0.3% | |
| APTV (Aptiv PLC) | 31,346 | USD 2,202,997-2.9% | USD 70.28-2.9% | |
| RL (Ralph Lauren Corp Class A) | 5,569 | USD 1,820,840-1.2% | USD 326.96-1.2% | |
| DPZ (Domino’s Pizza Inc) | 4,495 | USD 1,785,459-0.6% | USD 397.21-0.6% | |
| DECK (Deckers Outdoor Corporation) | 21,356 | USD 1,740,087-1.8% | USD 81.48-1.8% | |
| WYNN (Wynn Resorts Limited) | 12,153 | USD 1,423,602-1.0% | USD 117.14-1.0% | |
| NCLH (Norwegian Cruise Line Holdings Ltd) | 65,057 | USD 1,138,498-1.6% | USD 17.5-1.6% | |
| POOL (Pool Corporation) | 4,727 | USD 1,088,203-1.6% | USD 230.21-1.6% | |
| LKQ (LKQ Corporation) | 37,040 | USD 1,065,270-2.8% | USD 28.76-2.8% | |
| MGM (MGM Resorts International) | 29,943 | USD 921,047-1.1% | USD 30.76-1.1% | |
| MHK (Mohawk Industries Inc) | 7,519 | USD 779,570-0.9% | USD 103.68-0.9% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| AMZN (Amazon.com Inc) | 1,020,407 | USD 227,234,4350.1% | USD 222.690.1% | |
| HD (Home Depot Inc) | 143,511 | USD 48,004,430-0.6% | USD 334.5-0.6% | |
| MCD (McDonald’s Corporation) | 102,932 | USD 31,161,634-0.6% | USD 302.74-0.6% | |
| BKNG (Booking Holdings Inc) | 4,676 | USD 21,934,041-1.9% | USD 4690.77-1.9% | |
| LOW (Lowe's Companies Inc) | 80,917 | USD 18,482,2524.0% | USD 228.414.0% | |
| SBUX (Starbucks Corporation) | 164,319 | USD 13,750,2140.4% | USD 83.680.4% | |
| ORLY (O’Reilly Automotive Inc) | 122,138 | USD 12,055,0210.4% | USD 98.70.4% | |
| DASH (DoorDash, Inc. Class A Common Stock) | 53,513 | USD 10,826,483-4.6% | USD 202.315-4.6% | |
| GM (General Motors Company) | 137,048 | USD 9,387,7880.8% | USD 68.50.8% | |
| RCL (Royal Caribbean Cruises Ltd) | 36,362 | USD 9,308,6721.8% | USD 2561.8% | |
| AZO (AutoZone Inc) | 2,423 | USD 9,228,117-0.5% | USD 3808.55-0.5% | |
| MAR (Marriott International Inc) | 32,433 | USD 9,217,4590.5% | USD 284.20.5% | |
| HLT (Hilton Worldwide Holdings Inc) | 34,084 | USD 9,100,769-0.3% | USD 267.01-0.3% | |
| ROST (Ross Stores Inc) | 47,079 | USD 7,553,8260.3% | USD 160.450.3% | |
| F (Ford Motor Company) | 565,555 | USD 7,295,660-0.9% | USD 12.9-0.9% | |
| ABNB (Airbnb Inc) | 61,765 | USD 7,068,387-0.8% | USD 114.44-0.8% | |
| CMG (Chipotle Mexican Grill Inc) | 193,018 | USD 5,983,5580.8% | USD 310.8% | |
| YUM (Yum! Brands Inc) | 39,951 | USD 5,925,532-0.3% | USD 148.32-0.3% | |
| DHI (DR Horton Inc) | 39,910 | USD 5,488,822-0.7% | USD 137.53-0.7% | |
| EBAY (eBay Inc) | 65,784 | USD 5,346,924-0.7% | USD 81.28-0.7% | |
| GRMN (Garmin Ltd) | 23,552 | USD 4,465,930-0.1% | USD 189.62-0.1% | |
| EXPE (Expedia Group Inc.) | 17,013 | USD 4,082,4390.0% | USD 239.960.0% | |
| LEN (Lennar Corporation) | 32,762 | USD 3,772,872-0.7% | USD 115.16-0.7% | |
| PHM (PulteGroup Inc) | 28,401 | USD 3,230,8980.2% | USD 113.760.2% | |
| ULTA (Ulta Beauty Inc) | 6,469 | USD 3,217,745-2.0% | USD 497.41-2.0% | |
| TPR (Tapestry Inc) | 29,958 | USD 3,127,9151.1% | USD 104.411.1% | |
| WSM (Williams-Sonoma Inc) | 17,704 | USD 3,091,472-3.4% | USD 174.62-3.4% | |
| NVR (NVR Inc) | 414 | USD 2,947,639-0.4% | USD 7119.9-0.4% | |
| DRI (Darden Restaurants Inc) | 16,846 | USD 2,863,820-0.6% | USD 170-0.6% | |
| LVS (Las Vegas Sands Corp) | 44,463 | USD 2,847,855-1.1% | USD 64.05-1.1% | |
| LULU (Lululemon Athletica Inc.) | 15,699 | USD 2,606,9761.3% | USD 166.061.3% | |
| GPC (Genuine Parts Co) | 20,021 | USD 2,510,633-0.6% | USD 125.4-0.6% | |
| APTV (Aptiv PLC) | 31,346 | USD 2,268,197-4.5% | USD 72.36-4.5% | |
| RL (Ralph Lauren Corp Class A) | 5,569 | USD 1,842,6710.8% | USD 330.880.8% | |
| DPZ (Domino’s Pizza Inc) | 4,495 | USD 1,796,517-0.9% | USD 399.67-0.9% | |
| DECK (Deckers Outdoor Corporation) | 21,356 | USD 1,772,762-0.9% | USD 83.01-0.9% | |
| WYNN (Wynn Resorts Limited) | 12,153 | USD 1,437,943-1.6% | USD 118.32-1.6% | |
| NCLH (Norwegian Cruise Line Holdings Ltd) | 65,057 | USD 1,156,713-0.3% | USD 17.78-0.3% | |
| POOL (Pool Corporation) | 4,727 | USD 1,105,551-2.6% | USD 233.88-2.6% | |
| LKQ (LKQ Corporation) | 37,040 | USD 1,096,384-1.2% | USD 29.6-1.2% | |
| MGM (MGM Resorts International) | 29,943 | USD 931,227-1.0% | USD 31.1-1.0% | |
| MHK (Mohawk Industries Inc) | 7,519 | USD 786,5630.5% | USD 104.610.5% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| AMZN (Amazon.com Inc) | 1,020,407 | USD 227,091,578-4.4% | USD 222.55-4.4% | |
| HD (Home Depot Inc) | 143,511 | USD 48,288,581-6.0% | USD 336.48-6.0% | |
| MCD (McDonald’s Corporation) | 102,932 | USD 31,352,058-0.1% | USD 304.59-0.1% | |
| BKNG (Booking Holdings Inc) | 4,676 | USD 22,365,355-0.4% | USD 4783.01-0.4% | |
| LOW (Lowe's Companies Inc) | 80,917 | USD 17,766,946-2.4% | USD 219.57-2.4% | |
| SBUX (Starbucks Corporation) | 164,319 | USD 13,692,702-0.4% | USD 83.33-0.4% | |
| ORLY (O’Reilly Automotive Inc) | 122,138 | USD 12,009,830-1.2% | USD 98.33-1.2% | |
| DASH (DoorDash, Inc. Class A Common Stock) | 53,513 | USD 11,349,0370.7% | USD 212.080.7% | |
| GM (General Motors Company) | 137,048 | USD 9,309,6710.0% | USD 67.930.0% | |
| AZO (AutoZone Inc) | 2,423 | USD 9,274,977-0.7% | USD 3827.89-0.7% | |
| MAR (Marriott International Inc) | 32,433 | USD 9,175,2960.0% | USD 282.90.0% | |
| RCL (Royal Caribbean Cruises Ltd) | 36,362 | USD 9,142,1341.9% | USD 251.421.9% | |
| HLT (Hilton Worldwide Holdings Inc) | 34,084 | USD 9,132,4670.7% | USD 267.940.7% | |
| ROST (Ross Stores Inc) | 47,079 | USD 7,527,9320.3% | USD 159.90.3% | |
| F (Ford Motor Company) | 565,555 | USD 7,363,5261.1% | USD 13.021.1% | |
| ABNB (Airbnb Inc) | 61,765 | USD 7,128,916-1.9% | USD 115.42-1.9% | |
| YUM (Yum! Brands Inc) | 39,951 | USD 5,945,5080.5% | USD 148.820.5% | |
| CMG (Chipotle Mexican Grill Inc) | 193,018 | USD 5,937,2340.8% | USD 30.760.8% | |
| DHI (DR Horton Inc) | 39,910 | USD 5,525,5400.5% | USD 138.450.5% | |
| EBAY (eBay Inc) | 65,784 | USD 5,383,105-0.4% | USD 81.83-0.4% | |
| GRMN (Garmin Ltd) | 23,552 | USD 4,471,3470.0% | USD 189.850.0% | |
| EXPE (Expedia Group Inc.) | 17,013 | USD 4,083,120-1.7% | USD 240-1.7% | |
| LEN (Lennar Corporation) | 32,762 | USD 3,799,4091.6% | USD 115.971.6% | |
| ULTA (Ulta Beauty Inc) | 6,469 | USD 3,282,177-0.4% | USD 507.37-0.4% | |
| PHM (PulteGroup Inc) | 28,401 | USD 3,223,229-0.3% | USD 113.49-0.3% | |
| WSM (Williams-Sonoma Inc) | 17,704 | USD 3,199,998-0.3% | USD 180.75-0.3% | |
| TPR (Tapestry Inc) | 29,958 | USD 3,094,0621.5% | USD 103.281.5% | |
| NVR (NVR Inc) | 414 | USD 2,958,912-0.1% | USD 7147.13-0.1% | |
| DRI (Darden Restaurants Inc) | 16,846 | USD 2,881,340-0.4% | USD 171.04-0.4% | |
| LVS (Las Vegas Sands Corp) | 44,463 | USD 2,880,313-0.2% | USD 64.78-0.2% | |
| LULU (Lululemon Athletica Inc.) | 15,699 | USD 2,574,165-0.1% | USD 163.97-0.1% | |
| GPC (Genuine Parts Co) | 20,021 | USD 2,526,850-0.3% | USD 126.21-0.3% | |
| APTV (Aptiv PLC) | 31,346 | USD 2,375,086-1.4% | USD 75.77-1.4% | |
| RL (Ralph Lauren Corp Class A) | 5,569 | USD 1,828,0801.3% | USD 328.261.3% | |
| DPZ (Domino’s Pizza Inc) | 4,495 | USD 1,813,013-0.3% | USD 403.34-0.3% | |
| DECK (Deckers Outdoor Corporation) | 21,356 | USD 1,788,9923.8% | USD 83.773.8% | |
| WYNN (Wynn Resorts Limited) | 12,153 | USD 1,461,8841.8% | USD 120.291.8% | |
| NCLH (Norwegian Cruise Line Holdings Ltd) | 65,057 | USD 1,160,6171.8% | USD 17.841.8% | |
| POOL (Pool Corporation) | 4,727 | USD 1,135,6141.0% | USD 240.241.0% | |
| LKQ (LKQ Corporation) | 37,040 | USD 1,110,0890.3% | USD 29.970.3% | |
| MGM (MGM Resorts International) | 29,943 | USD 940,5100.1% | USD 31.410.1% | |
| MHK (Mohawk Industries Inc) | 7,519 | USD 782,6530.1% | USD 104.090.1% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| AMZN (Amazon.com Inc) | 1,020,407 | USD 237,622,178-0.8% | USD 232.87-0.8% | |
| HD (Home Depot Inc) | 143,511 | USD 51,381,243-1.2% | USD 358.03-1.2% | |
| MCD (McDonald’s Corporation) | 102,932 | USD 31,383,967-0.7% | USD 304.9-0.7% | |
| BKNG (Booking Holdings Inc) | 4,676 | USD 22,463,551-4.8% | USD 4804.01-4.8% | |
| LOW (Lowe's Companies Inc) | 80,917 | USD 18,206,325-1.3% | USD 225-1.3% | |
| SBUX (Starbucks Corporation) | 164,319 | USD 13,751,857-1.3% | USD 83.69-1.3% | |
| ORLY (O’Reilly Automotive Inc) | 122,138 | USD 12,160,0590.8% | USD 99.560.8% | |
| DASH (DoorDash, Inc. Class A Common Stock) | 53,513 | USD 11,272,5131.8% | USD 210.651.8% | |
| AZO (AutoZone Inc) | 2,423 | USD 9,341,2950.0% | USD 3855.260.0% | |
| GM (General Motors Company) | 137,048 | USD 9,306,930-3.7% | USD 67.91-3.7% | |
| MAR (Marriott International Inc) | 32,433 | USD 9,174,971-1.0% | USD 282.89-1.0% | |
| HLT (Hilton Worldwide Holdings Inc) | 34,084 | USD 9,068,048-1.3% | USD 266.05-1.3% | |
| RCL (Royal Caribbean Cruises Ltd) | 36,362 | USD 8,970,869-2.4% | USD 246.71-2.4% | |
| ROST (Ross Stores Inc) | 47,079 | USD 7,504,863-0.7% | USD 159.41-0.7% | |
| F (Ford Motor Company) | 565,555 | USD 7,284,348-2.4% | USD 12.88-2.4% | |
| ABNB (Airbnb Inc) | 61,765 | USD 7,263,564-3.6% | USD 117.6-3.6% | |
| YUM (Yum! Brands Inc) | 39,951 | USD 5,913,947-0.7% | USD 148.03-0.7% | |
| CMG (Chipotle Mexican Grill Inc) | 193,018 | USD 5,892,840-3.3% | USD 30.53-3.3% | |
| DHI (DR Horton Inc) | 39,910 | USD 5,498,002-3.3% | USD 137.76-3.3% | |
| EBAY (eBay Inc) | 65,784 | USD 5,404,813-2.0% | USD 82.16-2.0% | |
| GRMN (Garmin Ltd) | 23,552 | USD 4,470,170-2.2% | USD 189.8-2.2% | |
| EXPE (Expedia Group Inc.) | 17,013 | USD 4,153,894-7.7% | USD 244.16-7.7% | |
| LEN (Lennar Corporation) | 32,762 | USD 3,738,144-5.8% | USD 114.1-5.8% | |
| ULTA (Ulta Beauty Inc) | 6,469 | USD 3,296,408-3.7% | USD 509.57-3.7% | |
| PHM (PulteGroup Inc) | 28,401 | USD 3,234,306-3.8% | USD 113.88-3.8% | |
| WSM (Williams-Sonoma Inc) | 17,704 | USD 3,210,089-0.5% | USD 181.32-0.5% | |
| TPR (Tapestry Inc) | 29,958 | USD 3,047,9270.3% | USD 101.740.3% | |
| NVR (NVR Inc) | 414 | USD 2,962,849-1.6% | USD 7156.64-1.6% | |
| DRI (Darden Restaurants Inc) | 16,846 | USD 2,893,974-1.2% | USD 171.79-1.2% | |
| LVS (Las Vegas Sands Corp) | 44,463 | USD 2,884,759-0.8% | USD 64.88-0.8% | |
| LULU (Lululemon Athletica Inc.) | 15,699 | USD 2,577,148-3.8% | USD 164.16-3.8% | |
| GPC (Genuine Parts Co) | 20,021 | USD 2,534,258-0.5% | USD 126.58-0.5% | |
| APTV (Aptiv PLC) | 31,346 | USD 2,408,940-2.6% | USD 76.85-2.6% | |
| DPZ (Domino’s Pizza Inc) | 4,495 | USD 1,818,812-1.3% | USD 404.63-1.3% | |
| RL (Ralph Lauren Corp Class A) | 5,569 | USD 1,804,913-2.2% | USD 324.1-2.2% | |
| DECK (Deckers Outdoor Corporation) | 21,356 | USD 1,723,856-2.5% | USD 80.72-2.5% | |
| WYNN (Wynn Resorts Limited) | 12,153 | USD 1,435,755-2.1% | USD 118.14-2.1% | |
| NCLH (Norwegian Cruise Line Holdings Ltd) | 65,057 | USD 1,140,449-4.2% | USD 17.53-4.2% | |
| POOL (Pool Corporation) | 4,727 | USD 1,124,270-1.8% | USD 237.84-1.8% | |
| LKQ (LKQ Corporation) | 37,040 | USD 1,107,126-2.2% | USD 29.89-2.2% | |
| MGM (MGM Resorts International) | 29,943 | USD 939,911-3.3% | USD 31.39-3.3% | |
| MHK (Mohawk Industries Inc) | 7,519 | USD 781,826-2.8% | USD 103.98-2.8% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| AMZN (Amazon.com Inc) | 1,020,407 0.6% | USD 239,479,319-0.7% | USD 234.69-1.2% | |
| HD (Home Depot Inc) | 143,511 0.6% | USD 52,002,646-1.0% | USD 362.36-1.6% | |
| MCD (McDonald’s Corporation) | 102,932 0.6% | USD 31,603,2120.4% | USD 307.03-0.2% | |
| BKNG (Booking Holdings Inc) | 4,676 0.6% | USD 23,604,4950.0% | USD 5048.01-0.5% | |
| LOW (Lowe's Companies Inc) | 80,917 0.6% | USD 18,436,938-1.0% | USD 227.85-1.6% | |
| SBUX (Starbucks Corporation) | 164,319 0.6% | USD 13,930,965-1.4% | USD 84.78-1.9% | |
| ORLY (O’Reilly Automotive Inc) | 122,138 0.6% | USD 12,067,2341.0% | USD 98.80.5% | |
| DASH (DoorDash, Inc. Class A Common Stock) | 53,513 0.6% | USD 11,075,0506.6% | USD 206.966.0% | |
| GM (General Motors Company) | 137,048 0.6% | USD 9,664,625-1.3% | USD 70.52-1.9% | |
| AZO (AutoZone Inc) | 2,423 0.6% | USD 9,345,1961.6% | USD 3856.871.0% | |
| MAR (Marriott International Inc) | 32,433 0.6% | USD 9,266,7570.0% | USD 285.72-0.6% | |
| RCL (Royal Caribbean Cruises Ltd) | 36,362 0.6% | USD 9,194,859-0.6% | USD 252.87-1.1% | |
| HLT (Hilton Worldwide Holdings Inc) | 34,084 0.6% | USD 9,191,4320.5% | USD 269.67-0.1% | |
| ROST (Ross Stores Inc) | 47,079 0.6% | USD 7,559,946-0.2% | USD 160.58-0.8% | |
| ABNB (Airbnb Inc) | 61,765 0.6% | USD 7,536,5651.3% | USD 122.020.7% | |
| F (Ford Motor Company) | 565,555 0.6% | USD 7,459,670-0.1% | USD 13.19-0.7% | |
| CMG (Chipotle Mexican Grill Inc) | 193,018 0.6% | USD 6,093,5781.2% | USD 31.570.6% | |
| YUM (Yum! Brands Inc) | 39,951 0.6% | USD 5,953,4980.1% | USD 149.02-0.5% | |
| DHI (DR Horton Inc) | 39,910 0.6% | USD 5,684,381-0.1% | USD 142.43-0.7% | |
| EBAY (eBay Inc) | 65,784 0.6% | USD 5,515,988-0.1% | USD 83.85-0.7% | |
| GRMN (Garmin Ltd) | 23,552 0.6% | USD 4,572,1500.1% | USD 194.13-0.5% | |
| EXPE (Expedia Group Inc.) | 17,013 0.6% | USD 4,502,661-0.4% | USD 264.66-1.0% | |
| LEN (Lennar Corporation) | 32,762 0.6% | USD 3,967,8060.5% | USD 121.11-0.1% | |
| ULTA (Ulta Beauty Inc) | 6,469 0.6% | USD 3,424,300-0.3% | USD 529.34-0.8% | |
| PHM (PulteGroup Inc) | 28,401 0.6% | USD 3,361,8260.5% | USD 118.370.0% | |
| WSM (Williams-Sonoma Inc) | 17,704 0.6% | USD 3,226,377-1.7% | USD 182.24-2.3% | |
| TPR (Tapestry Inc) | 29,958 0.6% | USD 3,038,0411.2% | USD 101.410.6% | |
| NVR (NVR Inc) | 414 0.5% | USD 3,010,5620.7% | USD 7271.890.2% | |
| DRI (Darden Restaurants Inc) | 16,846 0.6% | USD 2,928,340-0.3% | USD 173.83-0.9% | |
| LVS (Las Vegas Sands Corp) | 44,463 0.6% | USD 2,906,9910.2% | USD 65.38-0.3% | |
| LULU (Lululemon Athletica Inc.) | 15,699 0.6% | USD 2,679,5051.2% | USD 170.680.6% | |
| GPC (Genuine Parts Co) | 20,021 0.6% | USD 2,547,8720.2% | USD 127.26-0.4% | |
| APTV (Aptiv PLC) | 31,346 0.6% | USD 2,473,513-2.1% | USD 78.91-2.6% | |
| RL (Ralph Lauren Corp Class A) | 5,569 0.6% | USD 1,846,0120.2% | USD 331.48-0.4% | |
| DPZ (Domino’s Pizza Inc) | 4,495 0.6% | USD 1,843,6690.9% | USD 410.160.4% | |
| DECK (Deckers Outdoor Corporation) | 21,356 0.6% | USD 1,768,7040.2% | USD 82.82-0.3% | |
| WYNN (Wynn Resorts Limited) | 12,153 0.6% | USD 1,467,232-1.3% | USD 120.73-1.9% | |
| NCLH (Norwegian Cruise Line Holdings Ltd) | 65,057 0.6% | USD 1,189,893-0.9% | USD 18.29-1.5% | |
| POOL (Pool Corporation) | 4,727 0.6% | USD 1,145,447-0.9% | USD 242.32-1.5% | |
| LKQ (LKQ Corporation) | 37,040 0.6% | USD 1,131,572-2.0% | USD 30.55-2.6% | |
| MGM (MGM Resorts International) | 29,943 0.6% | USD 972,249-0.5% | USD 32.47-1.1% | |
| MHK (Mohawk Industries Inc) | 7,519 0.6% | USD 804,232-0.3% | USD 106.96-0.9% | |
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.