BloombergSen Inc.
Quarter-over-quarter position changes
| Action | Company | Flow |
|---|---|---|
| New | Sunbelt Rentals Holdings, Inc.SUNB | $73.73M |
| Added | Booking Holdings Inc | $63.55M |
| Trimmed | W. R. Berkley Corporation | $41.68M |
| New | ServiceNow Inc | $34.41M |
| Added | Huron Consulting Group Inc. | $14.06M |
| Trimmed | PROGRESSIVE CORP/OH | $8.13M |
| Trimmed | Corpay Inc | $7.46M |
| Added | MICROSOFT CORP | $7.15M |
| Trimmed | HCA Healthcare, Inc. | $6.62M |
| Trimmed | Aon plc | $5.78M |
| Trimmed | Pinnacle Financial Partners, Inc. | $5.36M |
| Added | CARVANA CO. | $4.13M |
| Trimmed | 194693107 | $3.19M |
| New | Toast, Inc. | $2.29M |
| Added | Wayfair Inc. | $2.10M |
| Trimmed | UNITEDHEALTH GROUP INC | $1.92M |
| Added | AFFIRM HOLDINGS INC CLASS A | $1.76M |
| Exited | Monday.Com Ltd | $1.74M |
| New | Zscaler, Inc. | $1.53M |
| Added | CBIZ, Inc. | $1.28M |
| Trimmed | Cigna Group | $1.19M |
| Exited | Teledyne Technologies Inc | $1.04M |
| Added | DoorDash, Inc. | $962.0K |
| Added | Uber Technologies, Inc | $737.2K |
| Added | Latham Group, Inc.SWIM | $635.8K |
| Added | Medpace Holdings, Inc. | $562.4K |
| Added | ThredUp Inc. | $527.2K |
| Added | Root, Inc. | $447.0K |
| Added | Klaviyo, Inc. | $431.5K |
| Added | FIRST ADVANTAGE CORP | $390.4K |