AppLovin provides a software-based marketing platform for mobile app developers to reach and monetize users. It also operates a portfolio of mobile games.

A leading global alternative investment manager operating across Credit, Private Equity, Real Estate, and Infrastructure. They are a dominant player in Private Credit (Direct Lending), providing financing to middle-market companies.

A globally integrated payments company providing credit and charge cards to consumers, small businesses, and corporations. Unlike competitors, AXP operates a "closed-loop" network, acting as both the issuer and the acquirer.

C.H. Robinson Worldwide, Inc. is one of the world's largest third-party logistics (3PL) providers. It acts as a freight broker, connecting shippers with carriers and earning revenue on the spread.

A diversified financial services holding company specializing in credit cards, auto loans, and banking/savings accounts. Following its May 2025 merger with Discover Financial Services, it is now the largest credit card issuer in the U.S. by volume and operates its own payments network.

CrowdStrike is a global cybersecurity leader that provides cloud-native endpoint protection, threat intelligence, and cyberattack response services through its flagship Falcon platform. It replaces legacy antivirus with a SaaS-based model relying on AI and behavioral analysis.

DoorDash is a technology company that connects consumers with their favorite local businesses in more than 30 countries. Its platform facilitates on-demand delivery and pickup for restaurants, grocery stores, and retailers.

Datadog operates a cloud-based observability and security platform that provides monitoring of servers, databases, tools, and services through a SaaS-based data analytics platform. It is a critical tool for DevOps teams to ensure application uptime and security.

EPAM Systems is a leading global provider of digital platform engineering and software development services. The company specializes in complex software product development, accelerating digital transformation for enterprise clients.

Expedia Group, Inc. is a leading global online travel platform facilitating bookings for hotel rooms, airline tickets, vacation rentals, and car rentals. Its key brands include Expedia.com, Hotels.com, Vrbo, Travelocity, and Orbitz.

International Business Machines Corporation is a global technology leader focusing on Hybrid Cloud, AI, and Consulting. A critical pillar of its profitability is the Infrastructure segment and associated consulting services for legacy systems.

A leading global investment firm that manages multiple asset classes including private equity, energy, infrastructure, real estate, and credit, with strategic partners and hedge funds.

A global hospitality and entertainment company operating integrated resorts, including casinos, hotels, and conference centers. It also operates online gaming/sports betting via BetMGM.

Wynn Resorts, Limited is a premier designer, developer, and operator of integrated luxury resorts. Its core business revolves around high-end casino gaming, hospitality, and entertainment.

A global leader in Enterprise Asset Intelligence. Zebra designs and manufactures specialty printers, barcode scanners, RFID readers, and mobile computers that enable real-time visibility for retail, manufacturing, transportation, and healthcare industries.