Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2024 ▲▼ | Q3 2024 ▲▼ | Change ▲▼ | Q2 2024 ▲▼ | Q3 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Autodesk Inc | 0 | 27,503 | +27,503 | 0 | 7,577 | 10.05% | +7,577 |
| Atlassian Corporation | 56,134 | 93,892 | +37,758 | 9,929 | 14,911 | 19.77% | +4,982 |
| Veeva Sys Inc(VEEV) | 50,780 | 67,154 | +16,374 | 9,293 | 14,094 | 18.69% | +4,800 |
| Shopify Inc(SHOP) | 0 | 59,400 | +59,400 | 0 | 4,760 | 6.31% | +4,760 |
| Amazon.com Inc.(AMZN) | 48,260 | 71,749 | +23,489 | 9,326 | 13,369 | 17.72% | +4,043 |
| Monday com Ltd SHS | 31,179 | 31,179 | 0 | 7,507 | 8,661 | 11.48% | +1,154 |
| CONFIDENTIAL | 0 | 0 | 0 | 0 | 0 | — | 0 |
| AppFolio Inc(APPF) | 3,939 | 3,939 | 0 | 963 | 927 | 1.23% | -36 |
| Datadog Inc(DDOG) | 88,422 | 96,700 | +8,278 | 11,467 | 11,126 | 14.75% | -341 |
| ZoomInfo Technologies Inc(GTM) | 140,485 | 0 | -140,485 | 1,794 | 0 | — | -1,794 |
| Transdigm Group Inc(TDG) | 2,040 | 0 | -2,040 | 2,606 | 0 | — | -2,606 |
| Smartsheet Inc | 93,955 | 0 | -93,955 | 4,142 | 0 | — | -4,142 |