Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2024 ▲▼ | Q2 2024 ▲▼ | Change ▲▼ | Q1 2024 ▲▼ | Q2 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 1,188,975 | 1,188,975 | 0 | 161,760 | 206,656 | 26.05% | +44,896 |
| META PLATFORMS INC(META) | 521,806 | 521,806 | 0 | 253,379 | 263,105 | 33.17% | +9,726 |
| SNOWFLAKE INC(SNOW) | 0 | 21,421 | +21,421 | 0 | 2,894 | 0.36% | +2,894 |
| CLOUDFLARE INC(NET) | 0 | 32,391 | +32,391 | 0 | 2,683 | 0.34% | +2,683 |
| MONDAY COM LTD SHS | 44,654 | 46,303 | +1,649 | 10,086 | 11,148 | 1.41% | +1,062 |
| DATADOG INC(DDOG) | 36,773 | 38,134 | +1,361 | 4,545 | 4,946 | 0.62% | +400 |
| DUOLINGO INC(DUOL) | 24,837 | 27,335 | +2,498 | 5,479 | 5,704 | 0.72% | +225 |
| BLOCK INC(XYZ) | 86,281 | 103,907 | +17,626 | 7,298 | 6,701 | 0.84% | -597 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 21,071 | 15,434 | -5,637 | 5,561 | 4,843 | 0.61% | -718 |
| PROCORE TECHNOLOGIES INC(PCOR) | 85,369 | 88,630 | +3,261 | 7,015 | 5,877 | 0.74% | -1,138 |
| DLOCAL LTD(DLO) | 266,093 | 342,368 | +76,275 | 3,912 | 2,770 | 0.35% | -1,142 |
| NVIDIA CORPORATION(NVDA) | 443,643 | 2,233,430 | +1,789,787 | 400,858 | 275,918 | 34.78% | -124,940 |