Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2023 ▲▼ | Q4 2023 ▲▼ | Change ▲▼ | Q3 2023 ▲▼ | Q4 2023 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CROWDSTRIKE HLDGS INC(CRWD) | 516,716 | 483,984 | -32,732 | 86,488 | 123,571 | 13.43% | +37,083 |
| TESLA INC(TSLA) | 0 | 144,675 | +144,675 | 0 | 35,949 | 3.91% | +35,949 |
| SHOPIFY INC(SHOP) | 1,727,456 | 1,617,859 | -109,597 | 94,267 | 126,031 | 13.70% | +31,764 |
| DATADOG INC(DDOG) | 1,191,300 | 1,115,780 | -75,520 | 108,516 | 135,433 | 14.72% | +26,918 |
| CLOUDFLARE INC(NET) | 1,435,382 | 1,343,254 | -92,128 | 90,486 | 111,839 | 12.16% | +21,353 |
| AXON ENTERPRISE INC(AXON) | 268,446 | 267,706 | -740 | 53,418 | 69,156 | 7.52% | +15,738 |
| AMAZON COM INC(AMZN) | 893,268 | 836,985 | -56,283 | 113,552 | 127,172 | 13.82% | +13,619 |
| META PLATFORMS INC(META) | 230,394 | 216,088 | -14,306 | 69,167 | 76,487 | 8.31% | +7,320 |
| ATLASSIAN CORPORATION | 317,228 | 297,441 | -19,787 | 63,925 | 70,749 | 7.69% | +6,825 |
| MONDAY COM LTD SHS | 232,162 | 231,506 | -656 | 36,965 | 43,479 | 4.73% | +6,514 |