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Sherbrooke Park Advisers LLC

All holdings · as of Dec 31, 2025

182 positions

CompanyClassValueShares% of portfolio
DraftKings Inc.—$255.2K7,4070.7%
Under Armour Inc—$254.9K53,1060.7%
Nutanix, Inc.—$251.4K4,8630.6%
Cheniere Energy, Inc.—$251.2K1,2920.6%
Eaton Corp plc—$249.7K7840.6%
Zscaler, Inc.—$248.8K1,1060.6%
BOSTON SCIENTIFIC CORP—$243.0K2,5490.6%
BROOKFIELD ASSET MANAGMT LTD—$242.2K4,6230.6%
NetApp Inc—$242.1K2,2610.6%
Chewy, Inc.—$242.1K7,3250.6%
BWX Technologies, Inc.—$240.4K1,3910.6%
AECOM—$239.8K2,5160.6%
CARRIER GLOBAL Corp—$236.3K4,4720.6%
TORO CO—$235.2K2,9880.6%
KBR Inc—$226.6K5,6370.6%
LAM RESEARCH CORP—$225.8K1,3190.6%
Elastic N.V.—$225.3K2,9870.6%
INTUIT INC.—$225.2K3400.6%
ALLSTATE CORP—$225.0K1,0810.6%
Coinbase Global, Inc.—$217.8K9630.6%
DTE ENERGY CO—$217.6K1,6870.6%
TRACTOR SUPPLY CO /DE—$217.3K4,3450.6%
AES CORP—$217.2K15,1430.6%
Airbnb, Inc.—$217.0K1,5990.6%
ORACLE CORP—$215.8K1,1070.6%
AGNC Investment Corp.—$215.5K20,1040.6%
POOL CORP—$215.5K9420.6%
AUTOZONE INC—$213.7K630.6%
ANALOG DEVICES INC—$213.2K7860.6%
MP Materials Corp. / DE—$211.9K4,1940.5%
TJX Cos Inc/The—$211.7K1,3780.5%
IVANHOE ELECTRIC INCIECommon Stock$211.4K13,2290.5%
Arista Networks, Inc.ANETCommon Stock$211.1K1,6110.5%
Petco Health & Wellness Company, Inc.WOOFCommon Stock$208.3K74,1280.5%
XPO Inc—$207.5K1,5270.5%
Datadog, Inc.—$206.4K1,5180.5%
T-Mobile US, Inc.TMUSCommon Stock$206.3K1,0160.5%
Marathon Petroleum Corp—$206.1K1,2670.5%
Dynatrace, Inc.—$205.9K4,7500.5%
Palo Alto Networks Inc—$204.1K1,1080.5%
RTX Corp—$202.1K1,1020.5%
EQT Corp—$201.4K3,7570.5%
NRG Energy Inc—$201.0K1,2620.5%
Celsius Holdings, Inc.—$200.8K4,3890.5%
HEICO CORP—$200.2K7930.5%
KalVista Pharmaceuticals Inc—$184.5K11,4240.5%
Under Armour Inc—$181.6K36,5320.5%
UiPath, Inc.—$176.6K10,7740.5%
Iridium Communications Inc.—$173.9K10,0060.4%
ADT Inc.—$173.8K21,5370.4%
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