Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MODERNA INC(MRNA) | 8,081,810 | 8,048,245 | -33,565 | 238,333 | 408,851 | 27.24% | +170,518 |
| ROBINHOOD MKTS INC(HOOD) | 0 | 1,145,000 | +1,145,000 | 0 | 79,349 | 5.29% | +79,349 |
| UBER TECHNOLOGIES INC(UBER) | 1,977,250 | 3,183,250 | +1,206,000 | 161,561 | 228,971 | 15.25% | +67,410 |
| SIFY TECHNOLOGIES LTD(SIFY) | 1,278,683 | 1,278,683 | 0 | 15,587 | 16,354 | 1.09% | +767 |
| AMAZON COM INC(AMZN) | 683,979 | 735,979 | +52,000 | 157,876 | 153,282 | 10.21% | -4,594 |
| EQUIFAX INC(EFX) | 506,088 | 541,088 | +35,000 | 109,811 | 97,434 | 6.49% | -12,377 |
| META PLATFORMS INC(META) | 431,075 | 451,075 | +20,000 | 284,548 | 258,074 | 17.19% | -26,475 |
| TRANSUNION(TRU) | 2,230,882 | 2,316,882 | +86,000 | 191,298 | 160,305 | 10.68% | -30,993 |
| FLUTTER ENTMT PLC(FLUT) | 896,041 | 966,041 | +70,000 | 192,685 | 98,488 | 6.56% | -94,197 |
| WELLS FARGO CO NEW(WFC) | 1,978,840 | 0 | -1,978,840 | 184,428 | 0 | — | -184,428 |