Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2023 ▲▼ | Q3 2023 ▲▼ | Change ▲▼ | Q2 2023 ▲▼ | Q3 2023 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MONDAY COM LTD SHS | 0 | 232,162 | +232,162 | 0 | 36,965 | 5.16% | +36,965 |
| AXON ENTERPRISE INC(AXON) | 153,026 | 268,446 | +115,420 | 29,858 | 53,418 | 7.45% | +23,560 |
| CROWDSTRIKE HLDGS INC(CRWD) | 517,936 | 516,716 | -1,220 | 76,069 | 86,488 | 12.07% | +10,419 |
| META PLATFORMS INC(META) | 230,945 | 230,394 | -551 | 66,277 | 69,167 | 9.65% | +2,890 |
| AMAZON COM INC(AMZN) | 895,410 | 893,268 | -2,142 | 116,726 | 113,552 | 15.84% | -3,173 |
| CLOUDFLARE INC(NET) | 1,438,734 | 1,435,382 | -3,352 | 94,050 | 90,486 | 12.62% | -3,564 |
| ATLASSIAN CORPORATION | 469,726 | 317,228 | -152,498 | 78,825 | 63,925 | 8.92% | -14,900 |
| DATADOG INC(DDOG) | 1,388,943 | 1,191,300 | -197,643 | 136,644 | 108,516 | 15.14% | -28,129 |
| SHOPIFY INC(SHOP) | 1,932,944 | 1,727,456 | -205,488 | 124,868 | 94,267 | 13.15% | -30,601 |