Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SEAGATE TECHNOLOGY HLDNGS PL ORD SHS | 0 | 16,877 | +16,877 | 0 | 16,286 | 11.10% | +16,286 |
| SNOWFLAKE INC(SNOW) | 0 | 52,768 | +52,768 | 0 | 13,429 | 9.15% | +13,429 |
| MICRON TECHNOLOGY INC(MU) | 0 | 8,683 | +8,683 | 0 | 10,023 | 6.83% | +10,023 |
| UPSTART HLDGS INC(UPST) | 0 | 281,614 | +281,614 | 0 | 9,978 | 6.80% | +9,978 |
| APPLIED MATLS INC | 11,880 | 19,410 | +7,530 | 4,060 | 14,033 | 9.56% | +9,973 |
| ADVANCED MICRO DEVICES INC(AMD) | 57,010 | 33,594 | -23,416 | 11,598 | 19,515 | 13.30% | +7,918 |
| TTM TECHNOLOGIES INC(TTMI) | 0 | 39,751 | +39,751 | 0 | 7,434 | 5.07% | +7,434 |
| ASML HLDG NV N Y REGISTRY SHS | 0 | 3,350 | +3,350 | 0 | 6,665 | 4.54% | +6,665 |
| ASTERA LABS INC(ALAB) | 0 | 13,302 | +13,302 | 0 | 6,425 | 4.38% | +6,425 |
| STMICROELECTRONICS N V(STM) | 191,750 | 173,243 | -18,507 | 6,625 | 12,974 | 8.84% | +6,349 |
| NOKIA CORP(NOK) | 0 | 468,952 | +468,952 | 0 | 6,228 | 4.24% | +6,228 |
| INTEL CORP(INTC) | 0 | 34,918 | +34,918 | 0 | 4,876 | 3.32% | +4,876 |
| AERCAP HOLDINGS NV(AER) | 0 | 27,175 | +27,175 | 0 | 3,962 | 2.70% | +3,962 |
| ALIBABA GROUP HLDG LTD(BABA) | 0 | 40,075 | +40,075 | 0 | 3,846 | 2.62% | +3,846 |
| GRAB HOLDINGS LIMITED CLASS A ORD | 416,206 | 0 | -416,206 | 1,523 | 0 | — | -1,523 |
| VEECO INSTRS INC DEL(VECO) | 50,276 | 0 | -50,276 | 1,702 | 0 | — | -1,702 |
| FIGURE TECHNOLOGY SOLUTIO(FGRS) | 77,424 | 0 | -77,424 | 2,629 | 0 | — | -2,629 |
| UNITY SOFTWARE INC(U) | 661,362 | 386,393 | -274,969 | 14,510 | 11,043 | 7.53% | -3,467 |
| BLOOM ENERGY CORP | 27,337 | 0 | -27,337 | 3,704 | 0 | — | -3,704 |
| TERAWULF INC(WULF) | 327,758 | 0 | -327,758 | 4,730 | 0 | — | -4,730 |
| GDS HLDGS LTD(GDS) | 142,149 | 0 | -142,149 | 5,727 | 0 | — | -5,727 |
| CLOUDFLARE INC(NET) | 32,107 | 0 | -32,107 | 6,625 | 0 | — | -6,625 |
| ARM HOLDINGS PLC | 45,366 | 0 | -45,366 | 6,863 | 0 | — | -6,863 |
| TOWER SEMICONDUCTOR LTD(TSEM) | 40,464 | 0 | -40,464 | 7,101 | 0 | — | -7,101 |
| SEA LTD(SE) | 92,253 | 0 | -92,253 | 7,639 | 0 | — | -7,639 |
| TERADYNE INC(TER) | 26,026 | 0 | -26,026 | 7,716 | 0 | — | -7,716 |
| ZOOM COMMUNICATIONS INC(ZM) | 97,356 | 0 | -97,356 | 7,826 | 0 | — | -7,826 |
| AKAMAI TECHNOLOGIES INC(AKAM) | 73,721 | 0 | -73,721 | 8,467 | 0 | — | -8,467 |
| VNET GROUP INC(VNET) | 1,324,730 | 0 | -1,324,730 | 11,114 | 0 | — | -11,114 |
| EQUINIX INC(EQIX) | 14,429 | 0 | -14,429 | 14,144 | 0 | — | -14,144 |
| WAYFAIR INC(W) | 220,489 | 0 | -220,489 | 16,583 | 0 | — | -16,583 |