Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| COREWEAVE INC(CRWV) | 0 | 24,182,460 | +24,182,460 | 0 | 896,686 | 78.17% | +896,686 |
| WERIDE INC(WRD) | 1,738,563 | 1,738,563 | 0 | 24,653 | 23,592 | 2.06% | -1,061 |
| NEBIUS GROUP N.V.(NBIS) | 1,190,476 | 1,190,476 | 0 | 32,976 | 25,131 | 2.19% | -7,845 |
| RECURSION PHARMACEUTICALS IN(RXRX) | 7,706,363 | 7,706,363 | 0 | 52,095 | 40,767 | 3.55% | -11,328 |
| APPLIED DIGITAL CORP | 7,716,050 | 7,716,050 | 0 | 58,951 | 43,364 | 3.78% | -15,586 |
| ARM HOLDINGS PLC | 1,101,249 | 1,101,249 | 0 | 135,850 | 117,602 | 10.25% | -18,248 |