Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| UNITY SOFTWARE INC(U) | 0 | 1,065,452 | +1,065,452 | 0 | 47,061 | 7.38% | +47,061 |
| LIVE NATION ENTERTAINMENT IN(LYV) | 0 | 255,433 | +255,433 | 0 | 36,399 | 5.71% | +36,399 |
| EXTREME NETWORKS(EXTR) | 0 | 1,904,528 | +1,904,528 | 0 | 31,710 | 4.97% | +31,710 |
| CELESTICA INC(CLS) | 0 | 107,130 | +107,130 | 0 | 31,669 | 4.97% | +31,669 |
| ASTERA LABS INC(ALAB) | 0 | 167,641 | +167,641 | 0 | 27,889 | 4.37% | +27,889 |
| KLAVIYO INC(KVYO) | 0 | 729,703 | +729,703 | 0 | 23,693 | 3.72% | +23,693 |
| COHERENT CORP(COHR) | 89,256 | 167,918 | +78,662 | 9,615 | 30,993 | 4.86% | +21,378 |
| AMBARELLA INC(AMBA) | 0 | 301,093 | +301,093 | 0 | 21,329 | 3.35% | +21,329 |
| CLEARWATER ANALYTICS HLDGS I | 677,693 | 1,236,412 | +558,719 | 12,212 | 29,822 | 4.68% | +17,610 |
| LEGENCE CORP(LGN) | 0 | 334,863 | +334,863 | 0 | 14,413 | 2.26% | +14,413 |
| AXON ENTERPRISE INC(AXON) | 0 | 20,716 | +20,716 | 0 | 11,765 | 1.85% | +11,765 |
| HINGE HEALTH INC(HNGE) | 0 | 233,354 | +233,354 | 0 | 10,839 | 1.70% | +10,839 |
| CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES | 86,567 | 149,966 | +63,399 | 12,605 | 21,579 | 3.38% | +8,974 |
| QUALCOMM INC(QCOM) | 0 | 46,212 | +46,212 | 0 | 7,905 | 1.24% | +7,905 |
| MICRON TECHNOLOGY INC(MU) | 0 | 20,400 | +20,400 | 0 | 5,822 | 0.91% | +5,822 |
| TOWER SEMICONDUCTOR LTD(TSEM) | 962,063 | 602,804 | -359,259 | 69,557 | 70,781 | 11.10% | +1,224 |
| CCC INTELLIGENT SOLUTIONS HL(CCC) | 1,075,546 | 1,075,546 | 0 | 9,798 | 8,551 | 1.34% | -1,248 |
| BACKBLAZE INC(BLZE) | 229,384 | 0 | -229,384 | 2,129 | 0 | — | -2,129 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 8,701 | 0 | -8,701 | 2,430 | 0 | — | -2,430 |
| MARVELL TECHNOLOGY INC(MRVL) | 423,644 | 377,684 | -45,960 | 35,616 | 32,096 | 5.03% | -3,520 |
| GUIDEWIRE SOFTWARE INC(GWRE) | 126,057 | 126,057 | 0 | 28,975 | 25,339 | 3.97% | -3,637 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 57,110 | 28,965 | -28,145 | 10,418 | 5,149 | 0.81% | -5,269 |
| DOCUSIGN INC(DOCU) | 283,515 | 156,813 | -126,702 | 20,439 | 10,726 | 1.68% | -9,713 |
| STRIDE INC(LRN) | 82,928 | 0 | -82,928 | 12,351 | 0 | — | -12,351 |
| NCINO INC(NCNO) | 1,578,896 | 1,135,922 | -442,974 | 42,804 | 29,125 | 4.57% | -13,679 |
| PEGASYSTEMS INC(PEGA) | 1,384,219 | 1,038,832 | -345,387 | 79,593 | 62,039 | 9.73% | -17,554 |
| CLEAN HARBORS INC(CLH) | 115,870 | 0 | -115,870 | 26,907 | 0 | — | -26,907 |
| FLEX LTD(FLEX) | 849,416 | 313,273 | -536,143 | 49,241 | 18,928 | 2.97% | -30,313 |
| FORMFACTOR INC(FORM) | 968,161 | 0 | -968,161 | 35,260 | 0 | — | -35,260 |
| JFROG LTD(FROG) | 863,924 | 0 | -863,924 | 40,890 | 0 | — | -40,890 |
| INTERDIGITAL INC(IDCC) | 178,720 | 53,490 | -125,230 | 61,700 | 17,030 | 2.67% | -44,669 |
| WIX COM LTD SHS | 330,083 | 46,731 | -283,352 | 58,633 | 4,855 | 0.76% | -53,778 |