Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2024 ▲▼ | Q2 2024 ▲▼ | Change ▲▼ | Q1 2024 ▲▼ | Q2 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 0 | 354,060 | +354,060 | 0 | 61,539 | 6.04% | +61,539 |
| AXON ENTERPRISE INC(AXON) | 273,021 | 363,099 | +90,078 | 85,423 | 106,838 | 10.49% | +21,415 |
| META PLATFORMS INC(META) | 220,427 | 248,721 | +28,294 | 107,035 | 125,410 | 12.32% | +18,375 |
| CROWDSTRIKE HLDGS INC(CRWD) | 493,933 | 452,323 | -41,610 | 158,350 | 173,326 | 17.02% | +14,976 |
| AMAZON COM INC(AMZN) | 853,753 | 859,246 | +5,493 | 154,000 | 166,049 | 16.31% | +12,049 |
| MONDAY COM LTD SHS | 236,172 | 237,731 | +1,559 | 53,344 | 57,236 | 5.62% | +3,892 |
| TESLA INC(TSLA) | 147,617 | 148,560 | +943 | 25,950 | 29,397 | 2.89% | +3,447 |
| SHOPIFY INC(SHOP) | 1,651,409 | 1,662,057 | +10,648 | 127,439 | 109,779 | 10.78% | -17,660 |
| CLOUDFLARE INC(NET) | 1,370,876 | 1,105,610 | -265,266 | 132,742 | 91,578 | 8.99% | -41,164 |
| DATADOG INC(DDOG) | 1,138,696 | 748,580 | -390,116 | 140,743 | 97,083 | 9.53% | -43,659 |