Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2023 ▲▼ | Q1 2024 ▲▼ | Change ▲▼ | Q4 2023 ▲▼ | Q1 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CROWDSTRIKE HLDGS INC(CRWD) | 483,984 | 493,933 | +9,949 | 123,571 | 158,350 | 16.08% | +34,779 |
| META PLATFORMS INC(META) | 216,088 | 220,427 | +4,339 | 76,487 | 107,035 | 10.87% | +30,548 |
| AMAZON COM INC(AMZN) | 836,985 | 853,753 | +16,768 | 127,172 | 154,000 | 15.63% | +26,828 |
| CLOUDFLARE INC(NET) | 1,343,254 | 1,370,876 | +27,622 | 111,839 | 132,742 | 13.48% | +20,903 |
| AXON ENTERPRISE INC(AXON) | 267,706 | 273,021 | +5,315 | 69,156 | 85,423 | 8.67% | +16,266 |
| MONDAY COM LTD SHS | 231,506 | 236,172 | +4,666 | 43,479 | 53,344 | 5.42% | +9,865 |
| DATADOG INC(DDOG) | 1,115,780 | 1,138,696 | +22,916 | 135,433 | 140,743 | 14.29% | +5,309 |
| SHOPIFY INC(SHOP) | 1,617,859 | 1,651,409 | +33,550 | 126,031 | 127,439 | 12.94% | +1,408 |
| TESLA INC(TSLA) | 144,675 | 147,617 | +2,942 | 35,949 | 25,950 | 2.63% | -9,999 |
| ATLASSIAN CORPORATION | 297,441 | 0 | -297,441 | 70,749 | 0 | — | -70,749 |