Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MICRON TECHNOLOGY INC(MU) | 252,618 | 252,618 | 0 | 85,344 | 291,594 | 23.29% | +206,250 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 663,808 | 663,808 | 0 | 224,334 | 317,015 | 25.32% | +92,681 |
| TESLA INC(TSLA) | 719,861 | 719,861 | 0 | 267,608 | 302,774 | 24.18% | +35,165 |
| NVIDIA CORPORATION(NVDA) | 884,179 | 884,179 | 0 | 154,201 | 176,915 | 14.13% | +22,715 |
| E L F BEAUTY INC(ELF) | 604,535 | 604,535 | 0 | 36,641 | 44,736 | 3.57% | +8,095 |
| KINSALE CAP GROUP INC(KNSL) | 115,498 | 115,498 | 0 | 39,461 | 38,092 | 3.04% | -1,369 |
| CAVA GROUP INC(CAVA) | 1,031,630 | 1,031,630 | 0 | 83,459 | 80,962 | 6.47% | -2,497 |