Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| TASKUS INC | 0 | 947,782 | +947,782 | 0 | 11,174 | 8.29% | +11,174 |
| COGNIZANT TECHNOLOGY SOLUTIO(CTSH) | 217,038 | 288,138 | +71,100 | 14,557 | 23,915 | 17.75% | +9,359 |
| GENPACT LIMITED SHS | 295,380 | 295,380 | 0 | 12,373 | 13,818 | 10.25% | +1,444 |
| GRAB HOLDINGS LIMITED CLASS A ORD | 709,200 | 1,077,600 | +368,400 | 4,269 | 5,377 | 3.99% | +1,108 |
| SEA LTD(SE) | 27,800 | 42,800 | +15,000 | 4,969 | 5,460 | 4.05% | +491 |
| INTUITIVE SURGICAL INC | 4,100 | 4,100 | 0 | 1,834 | 2,322 | 1.72% | +488 |
| KOSMOS ENERGY LTD(KOS) | 0 | 500,000 | +500,000 | 0 | 454 | 0.34% | +454 |
| AMERICA MOVIL SAB DE CV(AMX) | 50,000 | 66,800 | +16,800 | 1,050 | 1,381 | 1.02% | +331 |
| FRESHWORKS INC(FRSH) | 236,292 | 250,519 | +14,227 | 2,781 | 3,069 | 2.28% | +288 |
| EXPAND ENERGY CORPORATION(EXE) | 3,302 | 5,471 | +2,169 | 319 | 545 | 0.40% | +226 |
| KENVUE INC(KVUE) | 15,000 | 15,000 | 0 | 243 | 259 | 0.19% | +15 |
| AMPLIFY ENERGY CORP NEW | 89,410 | 89,410 | 0 | 469 | 409 | 0.30% | -61 |
| CHORD ENERGY CORPORATION(CHRD) | 13,280 | 13,280 | 0 | 1,320 | 1,231 | 0.91% | -89 |
| EPSILON ENERGY LTD | 250,000 | 250,000 | 0 | 1,260 | 1,160 | 0.86% | -100 |
| GLOBANT S A COM | 17,600 | 13,100 | -4,500 | 1,010 | 856 | 0.64% | -154 |
| CHENIERE ENERGY INC(LNG) | 11,744 | 11,744 | 0 | 2,760 | 2,283 | 1.69% | -477 |
| ARISTA NETWORKS INC(ANET) | 41,200 | 25,100 | -16,100 | 6,003 | 3,289 | 2.44% | -2,714 |
| MAKEMYTRIP LIMITED MAURITIUS SHS | 248,883 | 248,883 | 0 | 23,295 | 20,438 | 15.17% | -2,857 |
| NVIDIA CORPORATION(NVDA) | 217,050 | 200,150 | -16,900 | 40,497 | 37,328 | 27.70% | -3,169 |
| WNS HLDGS LTD | 395,646 | 0 | -395,646 | 30,176 | 0 | — | -30,176 |