Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| NVIDIA CORPORATION(NVDA) | 217,050 | 217,050 | 0 | 23,524 | 34,292 | 18.16% | +10,768 |
| ICICI BANK LIMITED(IBN) | 1,176,842 | 1,176,842 | 0 | 37,094 | 39,589 | 20.97% | +2,495 |
| INTUITIVE SURGICAL INC | 2,400 | 4,100 | +1,700 | 1,189 | 2,228 | 1.18% | +1,039 |
| ARISTA NETWORKS INC(ANET) | 41,200 | 41,200 | 0 | 3,192 | 4,215 | 2.23% | +1,023 |
| WNS HLDGS LTD | 520,902 | 521,902 | +1,000 | 32,030 | 33,005 | 17.48% | +975 |
| HDFC BANK LTD(HDB) | 81,700 | 81,700 | 0 | 5,428 | 6,264 | 3.32% | +836 |
| DR REDDYS LABS LTD(RDY) | 205,900 | 205,900 | 0 | 2,716 | 3,095 | 1.64% | +379 |
| COGNIZANT TECHNOLOGY SOLUTIO(CTSH) | 217,638 | 217,638 | 0 | 16,649 | 16,982 | 8.99% | +333 |
| AMERICA MOVIL SAB DE CV(AMX) | 98,200 | 95,400 | -2,800 | 1,396 | 1,711 | 0.91% | +315 |
| CHENIERE ENERGY INC(LNG) | 11,942 | 11,744 | -198 | 2,763 | 2,860 | 1.51% | +97 |
| FRESHWORKS INC(FRSH) | 120,292 | 120,292 | 0 | 1,697 | 1,794 | 0.95% | +96 |
| EPSILON ENERGY LTD | 250,000 | 250,000 | 0 | 1,765 | 1,845 | 0.98% | +80 |
| DURECT CORP | 512,312 | 745,000 | +232,688 | 411 | 473 | 0.25% | +62 |
| EXPAND ENERGY CORPORATION(EXE) | 3,302 | 3,302 | 0 | 332 | 376 | 0.20% | +44 |
| MAKEMYTRIP LIMITED MAURITIUS SHS | 248,883 | 248,883 | 0 | 24,388 | 24,396 | 12.92% | +7 |
| TERNIUM SA(TX) | 23,584 | 23,584 | 0 | 735 | 710 | 0.38% | -25 |
| KENVUE INC(KVUE) | 15,000 | 15,000 | 0 | 360 | 314 | 0.17% | -46 |
| AMPLIFY ENERGY CORP NEW | 89,410 | 89,410 | 0 | 334 | 286 | 0.15% | -48 |
| CHORD ENERGY CORPORATION(CHRD) | 13,280 | 13,280 | 0 | 1,497 | 1,286 | 0.68% | -211 |
| GENPACT LIMITED SHS | 297,180 | 297,180 | 0 | 14,972 | 13,079 | 6.93% | -1,893 |
| GLOBANT S A COM | 31,654 | 0 | -31,654 | 3,726 | 0 | — | -3,726 |
| TASKUS INC | 750,146 | 0 | -750,146 | 10,224 | 0 | — | -10,224 |