Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2023 ▲▼ | Q1 2024 ▲▼ | Change ▲▼ | Q4 2023 ▲▼ | Q1 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| FLUTTER ENTMT PLC(FLUT) | 0 | 68,776 | +68,776 | 0 | 13,583 | 6.97% | +13,583 |
| CARVANA CO(CVNA) | 365,220 | 365,220 | 0 | 19,335 | 32,106 | 16.48% | +12,772 |
| AMAZON COM INC(AMZN) | 265,000 | 265,000 | 0 | 40,264 | 47,801 | 24.53% | +7,537 |
| META PLATFORMS INC(META) | 44,750 | 44,750 | 0 | 15,840 | 21,730 | 11.15% | +5,890 |
| NVIDIA CORPORATION(NVDA) | 5,100 | 5,100 | 0 | 2,526 | 4,608 | 2.36% | +2,083 |
| ADVANCED MICRO DEVICES INC(AMD) | 58,450 | 58,450 | 0 | 8,616 | 10,550 | 5.41% | +1,934 |
| ACV AUCTIONS INC(ACVA) | 457,000 | 457,000 | 0 | 6,924 | 8,578 | 4.40% | +1,654 |
| NETFLIX INC(NFLX) | 9,950 | 9,950 | 0 | 4,844 | 6,043 | 3.10% | +1,198 |
| ALPHABET INC(GOOG) | 99,500 | 99,500 | 0 | 13,899 | 15,018 | 7.71% | +1,118 |
| SALESFORCE INC(CRM) | 27,000 | 27,000 | 0 | 7,105 | 8,132 | 4.17% | +1,027 |
| VISA INC(V) | 32,400 | 32,400 | 0 | 8,435 | 9,042 | 4.64% | +607 |
| MICROSOFT CORP(MSFT) | 5,400 | 5,400 | 0 | 2,031 | 2,272 | 1.17% | +241 |
| JD.COM INC(JD) | 115,881 | 115,881 | 0 | 3,348 | 3,174 | 1.63% | -174 |
| GDS HLDGS LTD(GDS) | 157,100 | 157,100 | 0 | 1,433 | 1,045 | 0.54% | -388 |
| ZILLOW GROUP INC(Z) | 233,500 | 233,500 | 0 | 13,244 | 11,175 | 5.74% | -2,069 |