Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| COHERENT CORP(COHR) | 0 | 445,440 | +445,440 | 0 | 39,738 | 6.12% | +39,738 |
| NCINO INC(NCNO) | 0 | 1,239,033 | +1,239,033 | 0 | 34,656 | 5.34% | +34,656 |
| MARVELL TECHNOLOGY INC(MRVL) | 331,045 | 710,174 | +379,129 | 20,382 | 54,967 | 8.47% | +34,585 |
| FLEX LTD(FLEX) | 1,013,582 | 1,301,916 | +288,334 | 33,529 | 64,992 | 10.01% | +31,462 |
| PEGASYSTEMS INC(PEGA) | 634,751 | 1,372,565 | +737,814 | 44,128 | 74,297 | 11.44% | +30,169 |
| DOCUSIGN INC(DOCU) | 0 | 325,915 | +325,915 | 0 | 25,386 | 3.91% | +25,386 |
| AFFIRM HLDGS INC(AFRM) | 0 | 356,563 | +356,563 | 0 | 24,653 | 3.80% | +24,653 |
| TOWER SEMICONDUCTOR LTD(TSEM) | 1,192,713 | 1,467,504 | +274,791 | 42,532 | 63,616 | 9.80% | +21,084 |
| CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES | 0 | 190,320 | +190,320 | 0 | 17,622 | 2.71% | +17,622 |
| WIX COM LTD SHS | 118,173 | 232,248 | +114,075 | 19,307 | 36,802 | 5.67% | +17,495 |
| MIRION TECHNOLOGIES INC(MIR) | 0 | 555,377 | +555,377 | 0 | 11,957 | 1.84% | +11,957 |
| CCC INTELLIGENT SOLUTIONS HL(CCC) | 0 | 1,077,802 | +1,077,802 | 0 | 10,142 | 1.56% | +10,142 |
| UNITY SOFTWARE INC(U) | 0 | 405,534 | +405,534 | 0 | 9,814 | 1.51% | +9,814 |
| JFROG LTD(FROG) | 0 | 216,784 | +216,784 | 0 | 9,512 | 1.46% | +9,512 |
| GUIDEWIRE SOFTWARE INC(GWRE) | 146,288 | 150,708 | +4,420 | 27,409 | 35,484 | 5.46% | +8,076 |
| INTERDIGITAL INC(IDCC) | 225,002 | 236,571 | +11,569 | 46,519 | 53,046 | 8.17% | +6,527 |
| PAGAYA TECHNOLOGIES LTD(PGY) | 0 | 204,171 | +204,171 | 0 | 4,353 | 0.67% | +4,353 |
| MAPLEBEAR INC(CART) | 415,484 | 453,988 | +38,504 | 16,574 | 20,538 | 3.16% | +3,965 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 194,400 | 138,008 | -56,392 | 16,407 | 18,813 | 2.90% | +2,406 |
| NCR ATLEOS CORPORATION(NATL) | 292,564 | 307,366 | +14,802 | 7,718 | 8,769 | 1.35% | +1,051 |
| ZOOM COMMUNICATIONS INC(ZM) | 108,779 | 0 | -108,779 | 8,025 | 0 | — | -8,025 |
| ELASTIC N V ORD SHS | 358,934 | 184,355 | -174,579 | 31,981 | 15,547 | 2.39% | -16,434 |
| CLEARWATER ANALYTICS HLDGS I | 1,366,893 | 667,281 | -699,612 | 36,633 | 14,633 | 2.25% | -21,999 |
| QORVO INC(QRVO) | 443,100 | 0 | -443,100 | 32,085 | 0 | — | -32,085 |