Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Apple Inc(AAPL) | 980,200 | 980,200 | 0 | 248,765 | 283,631 | 88.38% | +34,866 |
| Affirm Holdings Inc(AFRM) | 245,500 | 241,600 | -3,900 | 11,249 | 19,702 | 6.14% | +8,454 |
| Twilio Inc(TWLO) | 68,082 | 68,082 | 0 | 8,566 | 14,047 | 4.38% | +5,481 |
| Lyft Inc(LYFT) | 242,076 | 242,076 | 0 | 3,220 | 3,537 | 1.10% | +317 |