Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MONDAY COM LTD SHS | 0 | 375,000 | +375,000 | 0 | 91,185 | 2.94% | +91,185 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 450,000 | 1,000,000 | +550,000 | 88,871 | 166,000 | 5.36% | +77,130 |
| NUTANIX INC(NTNX) | 0 | 900,000 | +900,000 | 0 | 62,829 | 2.03% | +62,829 |
| SHARKNINJA INC(SN) | 164,494 | 850,000 | +685,506 | 16,015 | 70,899 | 2.29% | +54,883 |
| APPLOVIN CORP(APP) | 0 | 180,000 | +180,000 | 0 | 47,695 | 1.54% | +47,695 |
| SEA LTD(SE) | 1,425,000 | 1,500,000 | +75,000 | 151,193 | 195,735 | 6.32% | +44,543 |
| PLANET FITNESS INC(PLNT) | 2,000,000 | 2,300,000 | +300,000 | 197,740 | 222,203 | 7.17% | +24,463 |
| AUTODESK INC | 300,000 | 425,000 | +125,000 | 88,671 | 111,265 | 3.59% | +22,594 |
| HOME DEPOT INC(HD) | 325,000 | 400,000 | +75,000 | 126,422 | 146,596 | 4.73% | +20,174 |
| BURLINGTON STORES INC(BURL) | 515,000 | 700,000 | +185,000 | 146,806 | 166,831 | 5.38% | +20,025 |
| AURORA INNOVATION INC | 0 | 500,000 | +500,000 | 0 | 3,363 | 0.11% | +3,363 |
| LIBERTY MEDIA CORP DEL(FWONA) | 1,100,000 | 1,100,000 | 0 | 101,926 | 99,011 | 3.20% | -2,915 |
| ADVANCE AUTO PARTS INC(AAP) | 585,000 | 600,000 | +15,000 | 27,665 | 23,526 | 0.76% | -4,139 |
| COUPANG INC(CPNG) | 7,250,000 | 7,000,000 | -250,000 | 159,355 | 153,510 | 4.95% | -5,845 |
| META PLATFORMS INC(META) | 285,000 | 275,000 | -10,000 | 166,870 | 158,499 | 5.12% | -8,371 |
| BROADCOM INC(AVGO) | 400,000 | 455,000 | +55,000 | 92,736 | 76,181 | 2.46% | -16,555 |
| DYNATRACE INC(DT) | 2,250,000 | 2,150,000 | -100,000 | 122,288 | 101,373 | 3.27% | -20,915 |
| FLUTTER ENTMT PLC(FLUT) | 525,000 | 450,000 | -75,000 | 135,686 | 99,698 | 3.22% | -35,989 |
| ZILLOW GROUP INC(Z) | 3,350,000 | 3,050,000 | -300,000 | 248,068 | 209,108 | 6.75% | -38,959 |
| MICROSOFT CORP(MSFT) | 495,000 | 435,000 | -60,000 | 208,643 | 163,295 | 5.27% | -45,348 |
| US FOODS HLDG CORP(USFD) | 3,500,000 | 2,875,000 | -625,000 | 236,110 | 188,198 | 6.07% | -47,912 |
| WIX COM LTD SHS | 1,425,000 | 1,450,000 | +25,000 | 305,734 | 236,901 | 7.65% | -68,833 |
| AMAZON COM INC(AMZN) | 1,775,000 | 1,600,000 | -175,000 | 389,417 | 304,416 | 9.83% | -85,001 |
| AMPHENOL CORP NEW | 1,300,000 | 0 | -1,300,000 | 90,285 | 0 | — | -90,285 |
| RESTAURANT BRANDS INTL INC(QSR) | 1,700,000 | 0 | -1,700,000 | 110,806 | 0 | — | -110,806 |
| HUBSPOT INC(HUBS) | 160,000 | 0 | -160,000 | 111,483 | 0 | — | -111,483 |