Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SEA LTD(SE) | 909,000 | 2,160,000 | +1,251,000 | 96,445 | 281,858 | 8.12% | +185,414 |
| PALO ALTO NETWORKS INC(PANW) | 1,448,000 | 1,885,000 | +437,000 | 263,478 | 321,656 | 9.27% | +58,178 |
| REDDIT INC(RDDT) | 729,000 | 1,612,000 | +883,000 | 119,148 | 169,099 | 4.87% | +49,951 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 533,000 | 801,000 | +268,000 | 105,262 | 132,966 | 3.83% | +27,704 |
| ATLASSIAN CORPORATION | 851,000 | 996,000 | +145,000 | 207,116 | 211,361 | 6.09% | +4,245 |
| MAPLEBEAR INC(CART) | 280,037 | 280,037 | 0 | 11,599 | 11,171 | 0.32% | -428 |
| SERVICETITAN INC(TTAN) | 1,229,285 | 1,229,285 | 0 | 126,457 | 116,917 | 3.37% | -9,539 |
| COUPANG INC(CPNG) | 8,935,000 | 7,767,000 | -1,168,000 | 196,391 | 170,330 | 4.91% | -26,061 |
| NU HLDGS LTD(NU) | 8,648,000 | 4,976,507 | -3,671,493 | 89,593 | 50,959 | 1.47% | -38,634 |
| MONDAY COM LTD SHS | 215,100 | 0 | -215,100 | 50,643 | 0 | — | -50,643 |
| BROADCOM INC(AVGO) | 1,120,000 | 1,207,000 | +87,000 | 259,661 | 202,088 | 5.82% | -57,573 |
| MERCADOLIBRE INC(MELI) | 38,000 | 0 | -38,000 | 64,617 | 0 | — | -64,617 |
| SHOPIFY INC(SHOP) | 3,682,000 | 3,386,000 | -296,000 | 391,507 | 323,295 | 9.32% | -68,212 |
| CROWDSTRIKE HLDGS INC(CRWD) | 255,000 | 0 | -255,000 | 87,251 | 0 | — | -87,251 |
| NETFLIX INC(NFLX) | 110,000 | 0 | -110,000 | 98,045 | 0 | — | -98,045 |
| MICROSOFT CORP(MSFT) | 249,000 | 0 | -249,000 | 104,954 | 0 | — | -104,953 |
| AMAZON COM INC(AMZN) | 2,018,000 | 1,690,000 | -328,000 | 442,729 | 321,539 | 9.26% | -121,190 |
| NVIDIA CORPORATION(NVDA) | 2,934,000 | 2,336,000 | -598,000 | 394,007 | 253,176 | 7.29% | -140,831 |
| FAIR ISAAC CORP(FICO) | 75,000 | 0 | -75,000 | 149,320 | 0 | — | -149,320 |
| META PLATFORMS INC(META) | 1,214,000 | 968,000 | -246,000 | 710,809 | 557,916 | 16.08% | -152,893 |
| HUBSPOT INC(HUBS) | 275,000 | 0 | -275,000 | 191,612 | 0 | — | -191,612 |
| CARVANA CO(CVNA) | 989,000 | 0 | -989,000 | 201,123 | 0 | — | -201,123 |
| SERVICENOW INC(NOW) | 988,000 | 435,000 | -553,000 | 1,047,399 | 346,321 | 9.98% | -701,078 |