Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2024 ▲▼ | Q3 2024 ▲▼ | Change ▲▼ | Q2 2024 ▲▼ | Q3 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MICROSOFT CORP(MSFT) | 0 | 125,680 | +125,680 | 0 | 54,080 | 5.20% | +54,080 |
| AXON ENTERPRISE INC(AXON) | 363,099 | 395,088 | +31,989 | 106,838 | 157,877 | 15.19% | +51,039 |
| SHOPIFY INC(SHOP) | 1,662,057 | 1,901,871 | +239,814 | 109,779 | 152,416 | 14.67% | +42,637 |
| MONDAY COM LTD SHS | 237,731 | 257,748 | +20,017 | 57,236 | 71,595 | 6.89% | +14,359 |
| TESLA INC(TSLA) | 148,560 | 164,952 | +16,392 | 29,397 | 43,156 | 4.15% | +13,759 |
| META PLATFORMS INC(META) | 248,721 | 239,355 | -9,366 | 125,410 | 137,016 | 13.19% | +11,606 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 354,060 | 392,916 | +38,856 | 61,539 | 68,238 | 6.57% | +6,699 |
| CLOUDFLARE INC(NET) | 1,105,610 | 1,207,968 | +102,358 | 91,578 | 97,713 | 9.40% | +6,135 |
| DATADOG INC(DDOG) | 748,580 | 847,784 | +99,204 | 97,083 | 97,546 | 9.39% | +463 |
| AMAZON COM INC(AMZN) | 859,246 | 855,316 | -3,930 | 166,049 | 159,371 | 15.34% | -6,678 |
| CROWDSTRIKE HLDGS INC(CRWD) | 452,323 | 0 | -452,323 | 173,326 | 0 | — | -173,326 |