Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2023 ▲▼ | Q1 2024 ▲▼ | Change ▲▼ | Q4 2023 ▲▼ | Q1 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 0 | 61,134 | +61,134 | 0 | 8,317 | 9.10% | +8,317 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 0 | 21,218 | +21,218 | 0 | 5,599 | 6.13% | +5,599 |
| META PLATFORMS INC(META) | 0 | 10,630 | +10,630 | 0 | 5,162 | 5.65% | +5,162 |
| NVIDIA CORPORATION(NVDA) | 14,377 | 11,466 | -2,911 | 7,120 | 10,360 | 11.34% | +3,240 |
| MAKEMYTRIP LIMITED MAURITIUS SHS | 0 | 37,923 | +37,923 | 0 | 2,694 | 2.95% | +2,694 |
| MICRON TECHNOLOGY INC(MU) | 80,112 | 80,277 | +165 | 6,837 | 9,464 | 10.36% | +2,627 |
| S&P GLOBAL INC(SPGI) | 20,634 | 26,723 | +6,089 | 9,090 | 11,369 | 12.44% | +2,280 |
| MARVELL TECHNOLOGY INC(MRVL) | 37,303 | 44,561 | +7,258 | 2,250 | 3,158 | 3.46% | +909 |
| MSCI INC(MSCI) | 16,487 | 17,372 | +885 | 9,326 | 9,736 | 10.65% | +410 |
| ZILLOW GROUP INC(Z) | 9,196 | 5,759 | -3,437 | 522 | 276 | 0.30% | -246 |
| MOODYS CORP(MCO) | 13,024 | 12,254 | -770 | 5,087 | 4,816 | 5.27% | -270 |
| ARISTA NETWORKS INC | 15,615 | 10,449 | -5,166 | 3,677 | 3,030 | 3.32% | -647 |
| ANALOG DEVICES INC(ADI) | 43,497 | 37,756 | -5,741 | 8,637 | 7,468 | 8.17% | -1,169 |
| TAKE-TWO INTERACTIVE SOFTWAR(TTWO) | 27,023 | 19,197 | -7,826 | 4,349 | 2,851 | 3.12% | -1,499 |
| ADVANCED MICRO DEVICES INC(AMD) | 57,777 | 37,764 | -20,013 | 8,517 | 6,816 | 7.46% | -1,701 |
| APPLE INC(AAPL) | 13,643 | 0 | -13,643 | 2,627 | 0 | — | -2,627 |
| PALO ALTO NETWORKS INC(PANW) | 10,378 | 939 | -9,439 | 3,060 | 267 | 0.29% | -2,793 |
| ON SEMICONDUCTOR CORP(ON) | 72,505 | 0 | -72,505 | 6,056 | 0 | — | -6,056 |