Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2023 ▲▼ | Q1 2024 ▲▼ | Change ▲▼ | Q4 2023 ▲▼ | Q1 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| NVIDIA CORPORATION(NVDA) | 299,540 | 299,540 | 0 | 148,338 | 270,652 | 43.46% | +122,314 |
| KINSALE CAP GROUP INC(KNSL) | 0 | 60,425 | +60,425 | 0 | 31,707 | 5.09% | +31,707 |
| AIRBNB INC | 381,173 | 381,173 | 0 | 51,893 | 62,878 | 10.10% | +10,985 |
| MICROSOFT CORP(MSFT) | 182,463 | 182,463 | 0 | 68,613 | 76,766 | 12.33% | +8,152 |
| SNOWFLAKE INC(SNOW) | 115,328 | 0 | -115,328 | 22,950 | 0 | — | -22,950 |
| TESLA INC(TSLA) | 1,028,544 | 1,028,544 | 0 | 255,573 | 180,808 | 29.03% | -74,765 |