Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ARM HOLDINGS PLC | 0 | 1,715,440 | +1,715,440 | 0 | 259,512 | 4.55% | +259,512 |
| COREWEAVE INC(CRWV) | 3,213,230 | 4,499,075 | +1,285,845 | 230,099 | 348,543 | 6.12% | +118,444 |
| NVIDIA CORPORATION(NVDA) | 8,099,773 | 9,336,039 | +1,236,266 | 1,510,608 | 1,628,205 | 28.57% | +117,598 |
| UBER TECHNOLOGIES INC(UBER) | 5,588,792 | 7,971,772 | +2,382,980 | 456,660 | 573,410 | 10.06% | +116,749 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 1,219,227 | 1,365,675 | +146,448 | 370,511 | 461,530 | 8.10% | +91,019 |
| AXON ENTERPRISE INC(AXON) | 0 | 148,986 | +148,986 | 0 | 63,273 | 1.11% | +63,273 |
| BROADCOM INC(AVGO) | 32,129 | 67,094 | +34,965 | 11,120 | 20,766 | 0.36% | +9,646 |
| GRAB HOLDINGS LIMITED | 3,502,000 | 3,502,000 | 0 | 1,030 | 263 | 0.00% | -767 |
| BLOOM ENERGY CORP | 260,730 | 0 | -260,730 | 22,655 | 0 | — | -22,655 |
| AMAZON COM INC(AMZN) | 2,215,660 | 2,089,558 | -126,102 | 511,419 | 435,192 | 7.64% | -76,226 |
| ROBINHOOD MKTS INC(HOOD) | 1,293,292 | 899,691 | -393,601 | 146,271 | 62,349 | 1.09% | -83,923 |
| SHOPIFY INC(SHOP) | 570,210 | 0 | -570,210 | 91,787 | 0 | — | -91,787 |
| META PLATFORMS INC(META) | 1,845,368 | 1,953,373 | +108,005 | 1,218,109 | 1,117,583 | 19.61% | -100,526 |
| MERCADOLIBRE INC(MELI) | 68,480 | 0 | -68,480 | 137,937 | 0 | — | -137,937 |
| ZILLOW GROUP INC(Z) | 2,187,421 | 0 | -2,187,421 | 149,226 | 0 | — | -149,226 |
| SNOWFLAKE INC(SNOW) | 2,027,604 | 1,926,250 | -101,354 | 444,775 | 290,517 | 5.10% | -154,258 |
| ALPHABET INC(GOOG) | 519,290 | 0 | -519,290 | 162,538 | 0 | — | -162,538 |
| MICROSOFT CORP(MSFT) | 1,277,352 | 1,183,632 | -93,720 | 617,753 | 438,145 | 7.69% | -179,608 |
| CONFLUENT INC | 6,933,250 | 0 | -6,933,250 | 209,661 | 0 | — | -209,661 |
| COUPANG INC(CPNG) | 15,676,794 | 0 | -15,676,794 | 369,816 | 0 | — | -369,816 |