Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| UBER TECHNOLOGIES INC(UBER) | 195,930 | 317,920 | +121,990 | 11,818 | 23,164 | 3.01% | +11,345 |
| MERCADOLIBRE INC(MELI) | 24,086 | 25,122 | +1,036 | 40,956 | 49,009 | 6.36% | +8,053 |
| ISHARES TR | 16,171 | 45,874 | +29,703 | 1,900 | 5,339 | 0.69% | +3,439 |
| STRYKER CORPORATION(SYK) | 41,116 | 46,434 | +5,318 | 14,804 | 17,285 | 2.24% | +2,481 |
| MASTERCARD INCORPORATED(MA) | 80,226 | 81,024 | +798 | 42,245 | 44,411 | 5.76% | +2,166 |
| META PLATFORMS INC(META) | 100,596 | 103,793 | +3,197 | 58,900 | 59,822 | 7.76% | +922 |
| HDFC BANK LTD(HDB) | 177,049 | 181,744 | +4,695 | 11,306 | 12,075 | 1.57% | +769 |
| BERKSHIRE HATHAWAY INC DEL | 743 | 692 | -51 | 337 | 369 | 0.05% | +32 |
| TEMPEST THERAPEUTICS INC | 10,000 | 10,000 | 0 | 8 | 7 | 0.00% | -1 |
| ASML HOLDING N V N Y REGISTRY SHS | 35,148 | 36,593 | +1,445 | 24,360 | 24,248 | 3.15% | -112 |
| PALO ALTO NETWORKS INC(PANW) | 187,202 | 194,104 | +6,902 | 34,063 | 33,122 | 4.30% | -941 |
| INTUITIVE SURGICAL INC | 68,064 | 69,766 | +1,702 | 35,527 | 34,553 | 4.48% | -973 |
| DEXCOM INC(DXCM) | 280,766 | 289,813 | +9,047 | 21,835 | 19,791 | 2.57% | -2,044 |
| BOOKING HOLDINGS INC(BKNG) | 6,101 | 6,130 | +29 | 30,313 | 28,238 | 3.67% | -2,074 |
| APPLE INC(AAPL) | 203,239 | 217,910 | +14,671 | 50,895 | 48,405 | 6.28% | -2,491 |
| MAKEMYTRIP LIMITED MAURITIUS SHS | 288,100 | 299,959 | +11,859 | 32,348 | 29,393 | 3.82% | -2,955 |
| ALPHABET INC(GOOG) | 91,616 | 91,599 | -17 | 17,343 | 14,165 | 1.84% | -3,178 |
| AMAZON COM INC(AMZN) | 274,713 | 292,261 | +17,548 | 60,269 | 55,606 | 7.22% | -4,664 |
| NOVO-NORDISK A S(NVO) | 377,752 | 387,531 | +9,779 | 32,494 | 26,910 | 3.49% | -5,584 |
| SALESFORCE INC(CRM) | 127,061 | 130,871 | +3,810 | 42,480 | 35,121 | 4.56% | -7,360 |
| ALPHABET INC(GOOG) | 287,034 | 297,028 | +9,994 | 54,663 | 46,405 | 6.02% | -8,258 |
| SERVICENOW INC(NOW) | 47,670 | 48,948 | +1,278 | 50,536 | 38,970 | 5.06% | -11,566 |
| DESPEGAR COM CORP | 1,152,330 | 0 | -1,152,330 | 22,182 | 0 | — | -22,182 |
| NVIDIA CORPORATION(NVDA) | 1,171,220 | 1,144,373 | -26,847 | 157,283 | 124,027 | 16.10% | -33,256 |