Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| NVIDIA CORPORATION(NVDA) | 1,144,373 | 1,092,582 | -51,791 | 124,027 | 176,071 | 18.24% | +52,044 |
| META PLATFORMS INC(META) | 103,793 | 125,903 | +22,110 | 59,822 | 93,734 | 9.71% | +33,912 |
| NU HLDGS LTD(NU) | 0 | 1,433,124 | +1,433,124 | 0 | 19,198 | 1.99% | +19,198 |
| MERCADOLIBRE INC(MELI) | 25,122 | 26,229 | +1,107 | 49,009 | 67,371 | 6.98% | +18,362 |
| SERVICENOW INC(NOW) | 48,948 | 51,403 | +2,455 | 38,970 | 52,028 | 5.39% | +13,059 |
| AMAZON COM INC(AMZN) | 292,261 | 304,787 | +12,526 | 55,606 | 67,861 | 7.03% | +12,256 |
| ALPHABET INC(GOOG) | 297,028 | 318,679 | +21,651 | 46,405 | 57,720 | 5.98% | +11,315 |
| UBER TECHNOLOGIES INC(UBER) | 317,920 | 342,282 | +24,362 | 23,164 | 31,583 | 3.27% | +8,420 |
| BOOKING HOLDINGS INC(BKNG) | 6,130 | 6,401 | +271 | 28,238 | 36,651 | 3.80% | +8,413 |
| DEXCOM INC(DXCM) | 289,813 | 310,631 | +20,818 | 19,791 | 26,681 | 2.76% | +6,889 |
| PALO ALTO NETWORKS INC(PANW) | 194,104 | 201,379 | +7,275 | 33,122 | 40,009 | 4.14% | +6,887 |
| ASML HOLDING N V N Y REGISTRY SHS | 36,593 | 38,823 | +2,230 | 24,248 | 30,360 | 3.14% | +6,112 |
| INTUITIVE SURGICAL INC | 69,766 | 73,621 | +3,855 | 34,553 | 39,026 | 4.04% | +4,473 |
| MASTERCARD INCORPORATED(MA) | 81,024 | 83,986 | +2,962 | 44,411 | 47,267 | 4.90% | +2,856 |
| HDFC BANK LTD(HDB) | 181,744 | 188,950 | +7,206 | 12,075 | 14,490 | 1.50% | +2,415 |
| STRYKER CORPORATION(SYK) | 46,434 | 49,411 | +2,977 | 17,285 | 19,509 | 2.02% | +2,224 |
| SALESFORCE INC(CRM) | 130,871 | 138,140 | +7,269 | 35,121 | 37,313 | 3.86% | +2,192 |
| ALPHABET INC(GOOG) | 91,599 | 91,359 | -240 | 14,165 | 16,100 | 1.67% | +1,935 |
| MAKEMYTRIP LIMITED MAURITIUS SHS | 299,959 | 311,744 | +11,785 | 29,393 | 30,293 | 3.14% | +900 |
| MICROSOFT CORP(MSFT) | 0 | 448 | +448 | 0 | 223 | 0.02% | +223 |
| TEMPEST THERAPEUTICS INC | 10,000 | 0 | -10,000 | 7 | 0 | — | -7 |
| BERKSHIRE HATHAWAY INC DEL | 692 | 692 | 0 | 369 | 336 | 0.03% | -32 |
| NOVO-NORDISK A S(NVO) | 387,531 | 410,241 | +22,710 | 26,910 | 26,662 | 2.76% | -248 |
| ISHARES TR | 45,874 | 12,322 | -33,552 | 5,339 | 1,601 | 0.17% | -3,738 |
| APPLE INC(AAPL) | 217,910 | 162,001 | -55,909 | 48,405 | 33,348 | 3.45% | -15,057 |