Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MODERNA INC(MRNA) | 8,048,245 | 8,057,571 | +9,326 | 408,851 | 564,272 | 33.52% | +155,421 |
| EQUINIX INC(EQIX) | 0 | 105,603 | +105,603 | 0 | 110,080 | 6.54% | +110,080 |
| AMAZON COM INC(AMZN) | 735,979 | 822,979 | +87,000 | 153,282 | 196,149 | 11.65% | +42,866 |
| HDFC BANK LTD(HDB) | 0 | 1,554,554 | +1,554,554 | 0 | 40,154 | 2.39% | +40,154 |
| TRANSUNION(TRU) | 2,316,882 | 2,369,757 | +52,875 | 160,305 | 170,954 | 10.15% | +10,649 |
| SIFY TECHNOLOGIES LTD(SIFY) | 1,278,683 | 1,278,683 | 0 | 16,354 | 21,239 | 1.26% | +4,885 |
| UBER TECHNOLOGIES INC(UBER) | 3,183,250 | 3,196,550 | +13,300 | 228,971 | 230,663 | 13.70% | +1,692 |
| META PLATFORMS INC(META) | 451,075 | 459,450 | +8,375 | 258,074 | 258,804 | 15.37% | +730 |
| EQUIFAX INC(EFX) | 541,088 | 574,213 | +33,125 | 97,434 | 91,139 | 5.41% | -6,295 |
| ROBINHOOD MKTS INC(HOOD) | 1,145,000 | 0 | -1,145,000 | 79,349 | 0 | — | -79,348 |
| FLUTTER ENTMT PLC(FLUT) | 966,041 | 0 | -966,041 | 98,488 | 0 | — | -98,488 |