Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ASTERA LABS INC(ALAB) | 352,268 | 342,338 | -9,930 | 38,609 | 165,356 | 10.19% | +126,748 |
| DATADOG INC(DDOG) | 730,696 | 709,850 | -20,846 | 86,259 | 184,817 | 11.39% | +98,558 |
| CROWDSTRIKE HLDGS INC(CRWD) | 142,627 | 138,538 | -4,089 | 55,683 | 105,724 | 6.52% | +50,041 |
| AXON ENTERPRISE INC(AXON) | 397,898 | 386,596 | -11,302 | 168,983 | 216,730 | 13.36% | +47,746 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 341,371 | 331,597 | -9,774 | 115,366 | 158,361 | 9.76% | +42,994 |
| CLOUDFLARE INC(NET) | 1,138,617 | 1,106,100 | -32,517 | 234,942 | 271,304 | 16.72% | +36,362 |
| AMAZON COM INC(AMZN) | 693,165 | 673,397 | -19,768 | 144,365 | 160,497 | 9.89% | +16,132 |
| TESLA INC(TSLA) | 96,651 | 93,903 | -2,748 | 35,930 | 39,496 | 2.43% | +3,566 |
| META PLATFORMS INC(META) | 149,557 | 145,255 | -4,302 | 85,566 | 81,821 | 5.04% | -3,745 |
| NU HLDGS LTD(NU) | 4,284,636 | 4,162,373 | -122,263 | 61,570 | 55,609 | 3.43% | -5,961 |
| SHOPIFY INC(SHOP) | 1,649,987 | 1,602,908 | -47,079 | 195,721 | 183,020 | 11.28% | -12,701 |