The portfolio added new positions in Edwards Lifesciences, Eli Lilly and Roblox, while increasing exposure to Linde, Shopify, Amazon, Woodward and Spotify during the quarter. It exited Netflix, Snowflake and RELX. The update is a routine disclosure of portfolio rebalancing with no operational or earnings catalyst.
The portfolio added new positions in Edwards Lifesciences, Eli Lilly and Roblox, while increasing exposure to Linde, Shopify, Amazon, Woodward and Spotify during the quarter. It exited Netflix, Snowflake and RELX. The update is a routine disclosure of portfolio rebalancing with no operational or earnings catalyst.
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