Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| AXON ENTERPRISE INC(AXON) | 413,937 | 432,664 | +18,727 | 217,710 | 358,220 | 24.12% | +140,510 |
| CLOUDFLARE INC(NET) | 1,115,568 | 1,165,942 | +50,374 | 125,713 | 228,326 | 15.37% | +102,613 |
| SHOPIFY INC(SHOP) | 1,751,328 | 1,829,917 | +78,589 | 167,217 | 211,081 | 14.21% | +43,864 |
| DATADOG INC(DDOG) | 775,260 | 810,399 | +35,139 | 76,914 | 108,861 | 7.33% | +31,947 |
| AMAZON COM INC(AMZN) | 790,880 | 826,836 | +35,956 | 150,473 | 181,400 | 12.21% | +30,927 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 362,230 | 378,692 | +16,462 | 60,130 | 85,770 | 5.77% | +25,640 |
| MONDAY COM LTD SHS | 238,132 | 248,814 | +10,682 | 57,904 | 78,247 | 5.27% | +20,343 |
| MICROSOFT ORD(MSFT) | 116,043 | 121,298 | +5,255 | 43,561 | 60,335 | 4.06% | +16,773 |
| TESLA INC(TSLA) | 152,602 | 159,480 | +6,878 | 39,548 | 50,660 | 3.41% | +11,112 |
| META PLATFORMS INC(META) | 220,745 | 165,849 | -54,896 | 127,229 | 122,411 | 8.24% | -4,817 |