Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| GDS HLDGS LTD(GDS) | 287,000 | 287,000 | 0 | 10,016 | 11,563 | 3.93% | +1,547 |
| NETFLIX INC.(NFLX) | 92,300 | 92,300 | 0 | 8,654 | 8,875 | 3.02% | +221 |
| NVIDIA CORPORATION(NVDA) | 52,000 | 52,000 | 0 | 9,698 | 9,069 | 3.08% | -629 |
| ALPHABET INC(GOOG) | 85,275 | 85,275 | 0 | 26,691 | 24,522 | 8.34% | -2,169 |
| ACV AUCTIONS INC(ACVA) | 887,000 | 887,000 | 0 | 7,114 | 3,761 | 1.28% | -3,353 |
| META PLATFORMS INC(META) | 44,750 | 44,750 | 0 | 29,539 | 25,603 | 8.70% | -3,936 |
| APPLOVIN CORP(APP) | 35,700 | 48,700 | +13,000 | 24,055 | 19,383 | 6.59% | -4,673 |
| AMAZON COM INC(AMZN) | 253,000 | 253,000 | 0 | 58,397 | 52,692 | 17.91% | -5,705 |
| VISA INC(V) | 18,300 | 0 | -18,300 | 6,418 | 0 | — | -6,418 |
| FLUTTER ENTMT PLC(FLUT) | 85,776 | 85,776 | 0 | 18,445 | 8,745 | 2.97% | -9,700 |
| ZILLOW GROUP INC(Z) | 365,800 | 365,800 | 0 | 24,959 | 15,140 | 5.15% | -9,818 |
| CARVANA CO(CVNA) | 365,220 | 365,220 | 0 | 154,130 | 114,818 | 39.03% | -39,312 |