Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2023 ▲▼ | Q1 2024 ▲▼ | Change ▲▼ | Q4 2023 ▲▼ | Q1 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| NVIDIA CORPORATION(NVDA) | 363,000 | 537,000 | +174,000 | 179,765 | 485,212 | 9.19% | +305,447 |
| NU HLDGS LTD(NU) | 33,500,000 | 33,500,000 | 0 | 279,055 | 399,655 | 7.57% | +120,600 |
| META PLATFORMS INC(META) | 1,738,000 | 1,423,000 | -315,000 | 615,182 | 690,980 | 13.09% | +75,798 |
| MICROSOFT CORP(MSFT) | 1,500,000 | 1,500,000 | 0 | 564,060 | 631,080 | 11.95% | +67,020 |
| AMAZON COM INC(AMZN) | 2,268,000 | 2,268,000 | 0 | 344,600 | 409,102 | 7.75% | +64,502 |
| SERVICENOW INC(NOW) | 988,000 | 988,000 | 0 | 698,012 | 753,251 | 14.27% | +55,239 |
| FORTINET INC(FTNT) | 0 | 753,000 | +753,000 | 0 | 51,437 | 0.97% | +51,437 |
| ADVANCED MICRO DEVICES INC(AMD) | 1,406,000 | 1,406,000 | 0 | 207,258 | 253,769 | 4.81% | +46,510 |
| LAM RESEARCH CORP(LRCX) | 235,000 | 235,000 | 0 | 184,066 | 228,319 | 4.32% | +44,253 |
| HUBSPOT INC(HUBS) | 484,000 | 484,000 | 0 | 280,981 | 303,255 | 5.74% | +22,274 |
| SHOPIFY INC(SHOP) | 4,977,000 | 5,302,000 | +325,000 | 387,708 | 409,155 | 7.75% | +21,447 |
| GLOBAL E ONLINE LTD SHS | 298,272 | 900,000 | +601,728 | 11,821 | 32,715 | 0.62% | +20,894 |
| COUPANG INC(CPNG) | 8,653,000 | 8,653,000 | 0 | 140,092 | 153,937 | 2.92% | +13,845 |
| BLOCK INC(XYZ) | 910,500 | 910,500 | 0 | 70,427 | 77,010 | 1.46% | +6,583 |
| MAPLEBEAR INC(CART) | 280,037 | 280,037 | 0 | 6,572 | 10,443 | 0.20% | +3,870 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 90,772 | 90,772 | 0 | 9,440 | 12,350 | 0.23% | +2,909 |
| ZOOMINFO TECHNOLOGIES INC(GTM) | 50,000 | 0 | -50,000 | 925 | 0 | — | -924 |
| FRESHWORKS INC(FRSH) | 150,000 | 0 | -150,000 | 3,524 | 0 | — | -3,523 |
| PALO ALTO NETWORKS INC(PANW) | 392,000 | 392,000 | 0 | 115,593 | 111,379 | 2.11% | -4,214 |
| KANZHUN LIMITED(BZ) | 415,100 | 0 | -415,100 | 6,895 | 0 | — | -6,895 |
| PDD HOLDINGS INC(PDD) | 1,276,000 | 1,276,000 | 0 | 186,692 | 148,335 | 2.81% | -38,357 |
| CADENCE DESIGN SYSTEM INC(CDNS) | 680,000 | 380,000 | -300,000 | 185,212 | 118,286 | 2.24% | -66,925 |