Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CME GROUP INC(CME) | 0 | 52,874 | +52,874 | 0 | 15,618 | 1.91% | +15,618 |
| ASML HLDG NV N Y REGISTRY SHS | 37,763 | 37,372 | -391 | 40,408 | 49,369 | 6.02% | +8,961 |
| ISHARES TR | 34,093 | 42,117 | +8,024 | 4,824 | 5,828 | 0.71% | +1,004 |
| ELI LILLY & CO(LLY) | 22,714 | 27,183 | +4,469 | 24,417 | 25,007 | 3.05% | +591 |
| ISHARES TR | 320 | 321 | +1 | 219 | 210 | 0.03% | -10 |
| BERKSHIRE HATHAWAY INC DEL | 622 | 622 | 0 | 313 | 298 | 0.04% | -15 |
| VANGUARD INTL EQUITY INDEX F | 2,513 | 1,572 | -941 | 355 | 218 | 0.03% | -137 |
| MICROSOFT CORP(MSFT) | 448 | 0 | -448 | 217 | 0 | — | -217 |
| STRYKER CORPORATION(SYK) | 48,135 | 50,214 | +2,079 | 16,920 | 16,502 | 2.01% | -418 |
| DEXCOM INC(DXCM) | 305,149 | 299,552 | -5,597 | 20,253 | 18,812 | 2.29% | -1,441 |
| ALPHABET INC(GOOG) | 90,430 | 90,441 | +11 | 28,305 | 26,007 | 3.17% | -2,297 |
| UBER TECHNOLOGIES INC(UBER) | 329,556 | 334,839 | +5,283 | 26,928 | 24,085 | 2.94% | -2,843 |
| APPLE INC(AAPL) | 157,467 | 156,174 | -1,293 | 42,810 | 39,636 | 4.83% | -3,174 |
| PALO ALTO NETWORKS INC(PANW) | 193,227 | 196,965 | +3,738 | 35,593 | 31,578 | 3.85% | -4,015 |
| NU HLDGS LTD(NU) | 1,688,819 | 1,682,438 | -6,381 | 28,271 | 24,177 | 2.95% | -4,094 |
| MASTERCARD INCORPORATED(MA) | 81,750 | 80,418 | -1,332 | 46,673 | 40,184 | 4.90% | -6,488 |
| BOOKING HOLDINGS INC(BKNG) | 6,169 | 6,211 | +42 | 33,072 | 26,171 | 3.19% | -6,900 |
| AMAZON COM INC(AMZN) | 299,216 | 297,063 | -2,153 | 69,066 | 61,870 | 7.55% | -7,196 |
| INTUITIVE SURGICAL INC | 70,955 | 70,382 | -573 | 40,189 | 32,448 | 3.96% | -7,742 |
| MERCADOLIBRE INC(MELI) | 25,216 | 24,301 | -915 | 50,804 | 42,026 | 5.13% | -8,778 |
| ALPHABET INC(GOOG) | 298,314 | 290,778 | -7,536 | 93,613 | 83,414 | 10.17% | -10,199 |
| META PLATFORMS INC(META) | 121,534 | 119,970 | -1,564 | 80,227 | 68,641 | 8.37% | -11,586 |
| SERVICENOW INC(NOW) | 245,366 | 240,834 | -4,532 | 37,588 | 25,180 | 3.07% | -12,409 |
| HDFC BANK LTD(HDB) | 356,320 | 0 | -356,320 | 13,020 | 0 | — | -13,020 |
| NVIDIA CORPORATION(NVDA) | 951,762 | 932,066 | -19,696 | 177,504 | 162,553 | 19.83% | -14,951 |
| SEA LTD(SE) | 123,418 | 0 | -123,418 | 15,745 | 0 | — | -15,745 |
| MAKEMYTRIP LIMITED MAURITIUS SHS | 306,113 | 0 | -306,113 | 25,138 | 0 | — | -25,138 |
| SALESFORCE INC(CRM) | 133,036 | 0 | -133,036 | 35,244 | 0 | — | -35,244 |