Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MONDAY COM LTD SHS | 487,000 | 617,401 | +130,401 | 33,657 | 44,694 | 23.03% | +11,037 |
| GLOBAL E ONLINE LTD SHS | 425,000 | 659,397 | +234,397 | 13,111 | 22,901 | 11.80% | +9,790 |
| ETORO GROUP LTD(ETOR) | 1,020,000 | 1,020,000 | 0 | 30,631 | 40,259 | 20.74% | +9,629 |
| ITURAN LOCATION AND CONTROL SHS | 901,347 | 805,034 | -96,313 | 44,175 | 49,115 | 25.31% | +4,940 |
| SWEETGREEN INC(SG) | 1,103,000 | 1,123,000 | +20,000 | 5,725 | 9,894 | 5.10% | +4,169 |
| NAVAN INC(NAVN) | 0 | 146,208 | +146,208 | 0 | 3,344 | 1.72% | +3,344 |
| E L F BEAUTY INC(ELF) | 106,600 | 117,600 | +11,000 | 6,461 | 8,702 | 4.48% | +2,241 |
| DRAFTKINGS INC NEW(DKNG) | 27,500 | 65,000 | +37,500 | 595 | 1,642 | 0.85% | +1,047 |
| AMERIPRISE FINL INC(AMP) | 1,500 | 3,500 | +2,000 | 667 | 1,606 | 0.83% | +939 |
| ODDITY TECH LTD SHS CL A | 460,000 | 460,000 | 0 | 6,155 | 6,960 | 3.59% | +805 |
| INTUIT(INTU) | 500 | 3,150 | +2,650 | 216 | 822 | 0.42% | +606 |
| AUTODESK INC | 0 | 2,200 | +2,200 | 0 | 428 | 0.22% | +428 |
| PLANET FITNESS MASTER ISSUER(PLNT) | 0 | 5,000 | +5,000 | 0 | 261 | 0.13% | +261 |
| COPART INC(CPRT) | 10,000 | 20,000 | +10,000 | 332 | 564 | 0.29% | +232 |
| GAUZY LTD(GAUZ) | 62,795 | 0 | -62,795 | 48 | 0 | — | -48 |
| BARFRESH FOOD GROUP INC | 1,440,885 | 1,440,885 | 0 | 4,049 | 2,882 | 1.48% | -1,167 |