Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ALPHABET INC(GOOG) | 0 | 112,962 | +112,962 | 0 | 17,468 | 6.69% | +17,468 |
| META PLATFORMS INC(META) | 0 | 27,146 | +27,146 | 0 | 15,646 | 5.99% | +15,646 |
| NVIDIA CORPORATION(NVDA) | 0 | 132,070 | +132,070 | 0 | 14,314 | 5.48% | +14,314 |
| ORACLE CORP(ORCL) | 0 | 85,213 | +85,213 | 0 | 11,914 | 4.56% | +11,914 |
| DOORDASH INC(DASH) | 0 | 59,034 | +59,034 | 0 | 10,790 | 4.13% | +10,790 |
| SALESFORCE INC(CRM) | 0 | 39,924 | +39,924 | 0 | 10,714 | 4.11% | +10,714 |
| CROWDSTRIKE HLDGS INC(CRWD) | 0 | 29,327 | +29,327 | 0 | 10,340 | 3.96% | +10,340 |
| COPART INC(CPRT) | 0 | 172,505 | +172,505 | 0 | 9,762 | 3.74% | +9,762 |
| AIRBNB INC | 0 | 80,892 | +80,892 | 0 | 9,663 | 3.70% | +9,663 |
| ROBINHOOD MKTS INC(HOOD) | 0 | 218,964 | +218,964 | 0 | 9,113 | 3.49% | +9,113 |
| APPLOVIN CORP(APP) | 0 | 33,804 | +33,804 | 0 | 8,957 | 3.43% | +8,957 |
| SYNOPSYS INC(SNPS) | 0 | 20,767 | +20,767 | 0 | 8,906 | 3.41% | +8,906 |
| RESMED INC(RMD) | 0 | 38,139 | +38,139 | 0 | 8,537 | 3.27% | +8,537 |
| CORPAY INC(CPAY) | 0 | 23,450 | +23,450 | 0 | 8,177 | 3.13% | +8,177 |
| ARISTA NETWORKS INC(ANET) | 0 | 100,520 | +100,520 | 0 | 7,788 | 2.98% | +7,788 |
| ANTERO RESOURCES CORP(AR) | 0 | 189,745 | +189,745 | 0 | 7,673 | 2.94% | +7,673 |
| TESLA INC(TSLA) | 0 | 29,154 | +29,154 | 0 | 7,556 | 2.89% | +7,556 |
| EXELIXIS INC(EXEL) | 0 | 201,609 | +201,609 | 0 | 7,443 | 2.85% | +7,443 |
| TOAST INC(TOST) | 0 | 221,662 | +221,662 | 0 | 7,353 | 2.82% | +7,353 |
| UBIQUITI INC(UI) | 0 | 22,691 | +22,691 | 0 | 7,037 | 2.70% | +7,037 |
| DRAFTKINGS INC NEW(DKNG) | 0 | 207,809 | +207,809 | 0 | 6,901 | 2.64% | +6,901 |
| PAYLOCITY HLDG CORP(PCTY) | 0 | 36,585 | +36,585 | 0 | 6,854 | 2.63% | +6,854 |
| DATADOG INC(DDOG) | 0 | 67,571 | +67,571 | 0 | 6,704 | 2.57% | +6,704 |
| NATERA INC(NTRA) | 0 | 47,281 | +47,281 | 0 | 6,686 | 2.56% | +6,686 |
| UNITED THERAPEUTICS CORP DEL(UTHR) | 0 | 21,112 | +21,112 | 0 | 6,508 | 2.49% | +6,508 |
| MEDPACE HLDGS INC(MEDP) | 0 | 20,126 | +20,126 | 0 | 6,132 | 2.35% | +6,132 |
| GLOBUS MED INC(GMED) | 0 | 83,769 | +83,769 | 0 | 6,132 | 2.35% | +6,132 |
| APPFOLIO INC(APPF) | 0 | 26,464 | +26,464 | 0 | 5,819 | 2.23% | +5,819 |
| PURE STORAGE INC(P) | 0 | 126,871 | +126,871 | 0 | 5,617 | 2.15% | +5,617 |
| THE TRADE DESK INC(TTD) | 0 | 81,885 | +81,885 | 0 | 4,481 | 1.72% | +4,481 |