Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Datadog Inc(DDOG) | 0 | 72,474 | +72,474 | 0 | 7,190 | 9.23% | +7,190 |
| Monday com Ltd SHS | 31,179 | 50,282 | +19,103 | 7,341 | 12,227 | 15.69% | +4,886 |
| MongoDB Inc(MDB) | 0 | 27,797 | +27,797 | 0 | 4,876 | 6.26% | +4,876 |
| AppFolio Inc(APPF) | 3,939 | 24,184 | +20,245 | 972 | 5,318 | 6.82% | +4,346 |
| Veeva Sys Inc(VEEV) | 67,154 | 66,343 | -811 | 14,119 | 15,367 | 19.72% | +1,248 |
| Autodesk Inc | 27,503 | 31,229 | +3,726 | 8,129 | 8,176 | 10.49% | +47 |
| CONFIDENTIAL | 0 | 0 | 0 | 0 | 0 | — | 0 |
| Amazon.com Inc.(AMZN) | 71,749 | 71,749 | 0 | 15,741 | 13,651 | 17.52% | -2,090 |
| Atlassian Corporation | 55,892 | 52,392 | -3,500 | 13,603 | 11,118 | 14.27% | -2,485 |