Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2024 ▲▼ | Q2 2024 ▲▼ | Change ▲▼ | Q1 2024 ▲▼ | Q2 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| HARMONIC INC(HLIT) | 1,443,332 | 1,939,573 | +496,241 | 19,398 | 22,829 | 14.63% | +3,430 |
| JAMF HLDG CORP | 729,274 | 993,614 | +264,340 | 13,382 | 16,395 | 10.51% | +3,012 |
| ELASTIC N V ORD SHS | 155,009 | 151,094 | -3,915 | 15,538 | 17,211 | 11.03% | +1,673 |
| SITIME CORP(SITM) | 126,408 | 102,832 | -23,576 | 11,785 | 12,790 | 8.20% | +1,005 |
| EVERQUOTE INC(EVER) | 724,440 | 644,986 | -79,454 | 13,446 | 13,454 | 8.62% | +9 |
| FABRINET(FN) | 127,433 | 94,215 | -33,218 | 24,087 | 23,063 | 14.78% | -1,024 |
| RISKIFIED LTD | 2,590,598 | 1,775,504 | -815,094 | 14,015 | 11,345 | 7.27% | -2,670 |
| MITEK SYS INC | 1,205,277 | 1,210,407 | +5,130 | 16,994 | 13,532 | 8.67% | -3,462 |
| TENABLE HLDGS INC(TENB) | 96,137 | 0 | -96,137 | 4,752 | 0 | — | -4,752 |
| TWILIO INC(TWLO) | 307,324 | 226,720 | -80,604 | 18,793 | 12,880 | 8.25% | -5,913 |
| IMPINJ INC(PI) | 221,030 | 80,096 | -140,934 | 28,382 | 12,557 | 8.05% | -15,826 |