Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| META PLATFORMS INC(META) | 271,000 | 362,675 | +91,675 | 200,022 | 266,341 | 17.02% | +66,319 |
| WELLS FARGO CO NEW(WFC) | 2,643,000 | 2,733,840 | +90,840 | 211,757 | 229,150 | 14.65% | +17,393 |
| SIFY TECHNOLOGIES LTD(SIFY) | 0 | 997,583 | +997,583 | 0 | 13,627 | 0.87% | +13,627 |
| TRANSUNION(TRU) | 2,108,357 | 2,230,882 | +122,525 | 185,535 | 186,903 | 11.95% | +1,368 |
| UBER TECHNOLOGIES INC(UBER) | 1,689,750 | 1,552,250 | -137,500 | 157,654 | 152,074 | 9.72% | -5,580 |
| MODERNA INC(MRNA) | 7,868,810 | 8,068,810 | +200,000 | 217,100 | 208,417 | 13.32% | -8,683 |
| HDFC BANK LTD(HDB) | 175,800 | 0 | -175,800 | 13,479 | 0 | — | -13,479 |
| EQUIFAX INC(EFX) | 598,088 | 506,088 | -92,000 | 155,126 | 129,827 | 8.30% | -25,299 |
| AMAZON COM INC(AMZN) | 688,000 | 563,979 | -124,021 | 150,940 | 123,833 | 7.92% | -27,107 |
| FLUTTER ENTMT PLC(FLUT) | 643,528 | 556,041 | -87,487 | 183,895 | 141,234 | 9.03% | -42,660 |
| BANK AMERICA CORP | 3,586,800 | 2,192,660 | -1,394,140 | 169,727 | 113,119 | 7.23% | -56,608 |