Securities ▲▼ | Shares | Value | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Broadcom Inc.(AVGO) | 1,208,092 | 1,208,092 | 0 | $373.9K | $456.4K | 27.87% | +$82.4K |
| Amazon.com, Inc.(AMZN) | 1,522,573 | 1,522,573 | 0 | $317.1K | $362.9K | 22.16% | +$45.8K |
| Microsoft Corporation(MSFT) | 841,156 | 841,156 | 0 | $311.4K | $313.8K | 19.16% | +$2.4K |
| ICICI Bank Limited(IBN) | 7,890,422 | 7,890,422 | 0 | $204.4K | $229.1K | 13.99% | +$24.7K |
| The Sherwin-Williams Company(SHW) | 354,181 | 323,648 | -30,533 | $113.5K | $111.4K | 6.81% | -$2.1K |
| ASML HOLDING N V N Y REGISTRY SHS | 18,752 | 32,749 | +13,997 | $24.8K | $65.2K | 3.98% | +$40.4K |
| SharkNinja, Inc.(SN) | 415,165 | 415,165 | 0 | $44.0K | $63.2K | 3.86% | +$19.3K |
| HDFC Bank Limited(HDB) | 1,369,248 | 1,369,248 | 0 | $34.1K | $35.4K | 2.16% | +$1.3K |
| S&P Global Inc.(SPGI) | 498,893 | 0 | -498,893 | $212.2K | $0 | — | -$212.2K |