Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CLOUDFLARE INC(NET) | 1,167,240 | 1,115,568 | -51,672 | 125,688 | 125,713 | 11.79% | +25 |
| MONDAY COM LTD SHS | 249,059 | 238,132 | -10,927 | 58,638 | 57,904 | 5.43% | -734 |
| MICROSOFT ORD(MSFT) | 121,444 | 116,043 | -5,401 | 51,189 | 43,561 | 4.08% | -7,627 |
| AXON ENTERPRISE INC(AXON) | 379,949 | 413,937 | +33,988 | 225,811 | 217,710 | 20.42% | -8,101 |
| META PLATFORMS INC(META) | 231,201 | 220,745 | -10,456 | 135,370 | 127,229 | 11.93% | -8,142 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 379,507 | 362,230 | -17,277 | 74,949 | 60,130 | 5.64% | -14,819 |
| TESLA INC(TSLA) | 159,489 | 152,602 | -6,887 | 64,408 | 39,548 | 3.71% | -24,860 |
| SHOPIFY INC(SHOP) | 1,835,191 | 1,751,328 | -83,863 | 195,136 | 167,217 | 15.68% | -27,919 |
| AMAZON COM INC(AMZN) | 826,844 | 790,880 | -35,964 | 181,401 | 150,473 | 14.11% | -30,928 |
| DATADOG INC(DDOG) | 815,345 | 775,260 | -40,085 | 116,505 | 76,914 | 7.21% | -39,591 |