Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| FORMFACTOR INC(FORM) | 0 | 968,161 | +968,161 | 0 | 35,260 | 5.68% | +35,260 |
| JFROG LTD(FROG) | 216,784 | 863,924 | +647,140 | 9,512 | 40,890 | 6.58% | +31,377 |
| CLEAN HARBORS INC(CLH) | 0 | 115,870 | +115,870 | 0 | 26,907 | 4.33% | +26,907 |
| WIX.COM LTD SHS | 232,248 | 330,083 | +97,835 | 36,802 | 58,633 | 9.44% | +21,831 |
| STRIDE INC(LRN) | 0 | 82,928 | +82,928 | 0 | 12,351 | 1.99% | +12,351 |
| INTERDIGITAL INC(IDCC) | 236,571 | 178,720 | -57,851 | 53,046 | 61,700 | 9.93% | +8,653 |
| NCINO INC(NCNO) | 1,239,033 | 1,578,896 | +339,863 | 34,656 | 42,804 | 6.89% | +8,148 |
| TOWER SEMICONDUCTOR LTD(TSEM) | 1,467,504 | 962,063 | -505,441 | 63,616 | 69,557 | 11.20% | +5,941 |
| PEGASYSTEMS INC(PEGA) | 1,372,565 | 1,384,219 | +11,654 | 74,297 | 79,593 | 12.81% | +5,296 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 0 | 8,701 | +8,701 | 0 | 2,430 | 0.39% | +2,430 |
| BACKBLAZE INC(BLZE) | 0 | 229,384 | +229,384 | 0 | 2,129 | 0.34% | +2,129 |
| CCC INTELLIGENT SOLUTIONS HL(CCC) | 1,077,802 | 1,075,546 | -2,256 | 10,142 | 9,798 | 1.58% | -344 |
| CLEARWATER ANALYTICS HLDGS I | 667,281 | 677,693 | +10,412 | 14,633 | 12,212 | 1.97% | -2,421 |
| PAGAYA TECHNOLOGIES LTD(PGY) | 204,171 | 0 | -204,171 | 4,353 | 0 | — | -4,353 |
| DOCUSIGN INC(DOCU) | 325,915 | 283,515 | -42,400 | 25,386 | 20,439 | 3.29% | -4,947 |
| CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES | 190,320 | 86,567 | -103,753 | 17,622 | 12,605 | 2.03% | -5,017 |
| GUIDEWIRE SOFTWARE INC(GWRE) | 150,708 | 126,057 | -24,651 | 35,484 | 28,975 | 4.66% | -6,509 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 138,008 | 57,110 | -80,898 | 18,813 | 10,418 | 1.68% | -8,395 |
| NCR ATLEOS CORPORATION(NATL) | 307,366 | 0 | -307,366 | 8,769 | 0 | — | -8,769 |
| UNITY SOFTWARE INC(U) | 405,534 | 0 | -405,534 | 9,814 | 0 | — | -9,814 |
| MIRION TECHNOLOGIES INC(MIR) | 555,377 | 0 | -555,377 | 11,957 | 0 | — | -11,957 |
| ELASTIC N V ORD SHS | 184,355 | 0 | -184,355 | 15,547 | 0 | — | -15,547 |
| FLEX LTD(FLEX) | 1,301,916 | 849,416 | -452,500 | 64,992 | 49,241 | 7.93% | -15,751 |
| MARVELL TECHNOLOGY INC(MRVL) | 710,174 | 423,644 | -286,530 | 54,967 | 35,616 | 5.73% | -19,352 |
| MAPLEBEAR INC(CART) | 453,988 | 0 | -453,988 | 20,538 | 0 | — | -20,538 |
| AFFIRM HLDGS INC(AFRM) | 356,563 | 0 | -356,563 | 24,653 | 0 | — | -24,653 |
| COHERENT CORP(COHR) | 445,440 | 89,256 | -356,184 | 39,738 | 9,615 | 1.55% | -30,123 |