Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MAKEMYTRIP LIMITED MAURITIUS SHS | 405,596 | 418,796 | +13,200 | 15,125 | 22,318 | 20.11% | +7,193 |
| NVIDIA CORPORATION(NVDA) | 200,150 | 200,150 | 0 | 34,906 | 40,048 | 36.10% | +5,142 |
| GENPACT LIMITED SHS | 236,522 | 379,322 | +142,800 | 8,810 | 10,431 | 9.40% | +1,621 |
| ARISTA NETWORKS INC(ANET) | 17,300 | 17,300 | 0 | 2,124 | 2,939 | 2.65% | +815 |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM) | 2,830 | 2,910 | +80 | 956 | 1,390 | 1.25% | +433 |
| FRESHWORKS INC(FRSH) | 134,519 | 134,519 | 0 | 1,080 | 1,361 | 1.23% | +281 |
| SHINHAN FINANCIAL GROUP CO L(SHG) | 13,700 | 14,300 | +600 | 840 | 904 | 0.82% | +64 |
| KENVUE INC(KVUE) | 15,000 | 15,000 | 0 | 259 | 287 | 0.26% | +28 |
| KOSMOS ENERGY LTD(KOS) | 250,000 | 250,000 | 0 | 695 | 528 | 0.48% | -167 |
| EPSILON ENERGY LTD | 250,000 | 250,000 | 0 | 1,540 | 1,353 | 1.22% | -187 |
| AMPLIFY ENERGY CORP NEW | 89,410 | 89,410 | 0 | 558 | 356 | 0.32% | -202 |
| TASKUS INC | 1,517,784 | 2,127,195 | +609,411 | 10,184 | 9,955 | 8.97% | -229 |
| INTUITIVE SURGICAL INC | 4,100 | 4,100 | 0 | 1,890 | 1,630 | 1.47% | -260 |
| CHORD ENERGY CORPORATION(CHRD) | 13,280 | 13,280 | 0 | 1,888 | 1,518 | 1.37% | -370 |
| SEA LTD(SE) | 57,000 | 44,600 | -12,400 | 4,720 | 4,274 | 3.85% | -446 |
| AMERICA MOVIL SAB DE CV(AMX) | 54,100 | 0 | -54,100 | 1,378 | 0 | — | -1,378 |
| COGNIZANT TECHNOLOGY SOLUTIO(CTSH) | 266,838 | 301,038 | +34,200 | 16,371 | 11,659 | 10.51% | -4,711 |