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Weekly update
January 14, 2025
Thermo Fisher vs Danaher, Amazon Fulfilment Costs, CCC vs Mitchell, IDEXX, BFIT, CVNA, Boyd
Weekly update
January 7, 2025
Carvana Finance GPU, Broadcom, Hermès, Celsius, SSD, Wolt vs Liefrando, FTAI, Vitrolife, FEVR, Metro Bank
CellaVisionCarvanaAlly FinancialBroadcomSysmexVitrolifeSafeliteCelsiusFTAI AviationCarMaxGoogleDoorDashFarfetchDHLReplySimpson ManufacturingFevertree DrinksGXO Logistics
Weekly update
December 23, 2024
Just Eat Takeaway, Google, Experian, AB InBev, Hermès, FEVR, IDEXX, Belron, Procore, Wayfair, GXO
Just Eat TakeawaycomAlphabetFevertree DrinksAnheuser-Busch InBevExperianHermèsIDEXX LaboratoriesBecton Dickinson andWayfairDanaherCCC Intelligent SolutionsProcoreBelronGXO Logistics
Weekly update
December 16, 2024
Technoprobe & Semiconductor Testing, Graco, Danaher, Mettler-Toledo, PAYC, IDEXX, CVNA
TechnoprobeGracoDanaherCarvanaFormFactorPaylocityEurocellGXO LogisticsPaycom Software
Weekly update
December 5, 2024
FTAI & PMA Parts, Hèrmes, Rolex, Veralto, CCC, Avon, CVNA, LGI, W, DiDi
ChromalloyRolexFTAI AviationDiDiLVMHVeraltoAvon ProtectionWayfairGeneral ElectricCarvanaMelrose IndustriesAlly FinancialReplyOverstock
Weekly update
November 29, 2024
Tesla Vertical Integration, GEICO vs PGR, Google Shopping Lawsuit, Adyen, Sartorius, Safelite, AMZN, CVNA, CCC, Reply
GoogleCellaVisionTeslaGEICOWayfairSysmexAdyenSafeliteReplySHEINCarvanaAmazonSartoriusCelsiusThe ProgressiveTarget
Weekly update
November 21, 2024
Luxury Gray Market Distribution, Fever-Tree, Hermès, TSLA, Carvana, BD, KNSL, MANH, Bonesupport, Westwing, Vitrolife
LifcoADESAAddtechVitrolifeCettireCarvanaDanaherHalmaTeslaDiplomaAutoNationWestwingGXO LogisticsKeringBONESUPPORTFevertree DrinksOPENLANEManhattan AssociatesKinsale Capital Group
Weekly update
November 12, 2024
Constellation vs Software PE, CCC, LVMH, CellaVision, Celsius, RH, CVNA, Kinsale, Lithia, Supply Network, CACC, Melrose
CellaVisionCarvanaCelsiusCarMaxL'OréalLVMHSysmexAirbusCCC Intelligent SolutionsPepsiCoCredit Acceptance
Weekly update
October 31, 2024
CCC vs Mitchell, Melrose, DHR, LVMH, Kinsale, Belron, Boyd, VEEVA, Wise, BLDR, Westwing, Triveni
WiseBelronVeevaDanaherLVMHWestwingSafeliteTeslaCCC Intelligent SolutionsRemitly GlobalBuilders FirstSource
Weekly update
October 23, 2024
LVMH, TransDigm, Wise vs SWIFT, Interpump, GXO, LGI Homes, Braze, Boyd Gaming, Ashtead Technology, Metro Bank
WiseAshtead TechnologyBrazeLVMHGXO LogisticsLennarAristocrat LeisureTransDigm GroupHEICO
Weekly update
October 17, 2024
Fever-Tree, Waymo vs Tesla, Danaher Business System, TSLA Repair Lawsuit, Ecolab, Braze, TVK, Vitrolife, BLDR, RCL
TeslaDanaherBrazeEcolabVitrolifeFevertree DrinksOracleThe Cooper CompaniesBuilders FirstSourceTerraVest IndustriesRoyal Caribbean Cruises
Weekly update
October 9, 2024
Danaher Downstream Bioprocessing, AWS vs GPUaaS, VEEV, Ecolab, Atlas Engineered, Royal Caribbean, Vitrolife, BLDR, Lifecore, Croda
Ashtead TechnologyDanaherVitrolifeVeevaEcolabSalesforceFTAI AviationGeneral ElectricNVIDIACoreWeaveIQVIABrenntagRepligenAtlas Engineered ProductsBuilders FirstSource
Weekly update
October 2, 2024
Danaher Cytiva & Pall Bundling, First Watch, Vitrolife, Ecolab, L&W, DJCO, Builders FirstSource, Alta Equipment, FTAI, Macfarlane
DanaherVitrolifeEcolabMacfarlaneGeneral ElectricSartoriusLowesAristocrat LeisureDaily JournalFTAI Aviation
Weekly update
September 25, 2024
Amazon Logistics, PRM, Vitrolife, Sartorius, Richemont, Rolls-Royce, Addtech, EVO, TSLA, Bonesupport
AddtechTeslaAmazonEvolutionRichemontDanaherShopifyVitrolifeBONESUPPORTFedExSDI GroupTransDigm GroupPerimeter Solutions
Weekly update
September 19, 2024
Perimeter Solutions, Airbnb, Tesla, HEICO, CMG, Croda, TerraVest, TopBuild, Zscaler
TeslaAirbnbZscalerTopBuildComputer ModellingHEICOSchlumberger
Weekly update
September 12, 2024
Perimeter Solutions vs Fortress, FTAI, Intuitive Surgical, Capital One, TerraVest, Bonesupport, TDG, Ryerson, Dynatrace
BONESUPPORTFTAI AviationRyersonDynatraceTransDigm GroupSplunkPerimeter Solutions
Weekly update
September 4, 2024
FTAI Aviation & CFM56 MRO, Tesla, ISRG, TransDigm, CMG, Constellation Software, RYAN, MongoDB
TeslaFTAI AviationToyotaGreen Landscaping GroupMongoDBTopicusConstellation SoftwareIntuitive SurgicalComputer ModellingSchlumbergerMedtronicTransDigm GroupOracle
Weekly update
August 28, 2024
FTAI & Chromalloy CFM56 HPT PMA, Ferrari EVs, HWDN France, CMG, BLDR, Smartsheet, Palo Alto, Macfarlane
FTAI AviationChromalloyFerrariMicrosoftMacfarlaneSmartsheetAtlassianZscalerSchlumbergerHowden JoineryComputer ModellingBuilders FirstSourcePregis
Weekly update
August 21, 2024
Perimeter Solutions, ZYN, Computer Modelling Group, MTU Aero, FTAI, RTX, Loar, PM, LX, Becle, Macfarlane, Auto Partner
LoarBecleMacfarlaneFTAI AviationComputer ModellingLouisiana-PacificRTXTransDigm GroupPhilip Morris International
Weekly update
August 14, 2024
Intuitive Surgical, Danaher, FTAI & AAR, Carvana, LGI, Smartsheet, LPX, MongoDB, Flutter, Idun, Lifco
LifcoMongoDBDanaherHalmaFTAI AviationCarvanaSmartsheetLennarIdun IndustrierIntuitive SurgicalMedtronicGeneral ElectricPineconeLouisiana-Pacific