Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2023 ▲▼ | Q2 2023 ▲▼ | Change ▲▼ | Q1 2023 ▲▼ | Q2 2023 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| DATADOG INC(DDOG) | 1,304,310 | 1,388,943 | +84,633 | 94,771 | 136,644 | 18.89% | +41,873 |
| AMAZON COM INC(AMZN) | 840,533 | 895,410 | +54,877 | 86,819 | 116,726 | 16.14% | +29,907 |
| META PLATFORMS INC(META) | 216,717 | 230,945 | +14,228 | 45,931 | 66,277 | 9.16% | +20,346 |
| CLOUDFLARE INC(NET) | 1,353,330 | 1,438,734 | +85,404 | 83,446 | 94,050 | 13.00% | +10,604 |
| SHOPIFY INC(SHOP) | 2,388,293 | 1,932,944 | -455,349 | 114,495 | 124,868 | 17.26% | +10,373 |
| CROWDSTRIKE HLDGS INC(CRWD) | 487,479 | 517,936 | +30,457 | 66,911 | 76,069 | 10.52% | +9,158 |
| AXON ENTERPRISE INC(AXON) | 143,721 | 153,026 | +9,305 | 32,316 | 29,858 | 4.13% | -2,457 |
| ATLASSIAN CORPORATION | 591,906 | 469,726 | -122,180 | 101,317 | 78,825 | 10.90% | -22,492 |