Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SEA LTD(SE) | 32,789 | 85,958 | +53,169 | 3,479 | 11,217 | 13.82% | +7,738 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 20,815 | 24,380 | +3,565 | 9,312 | 13,410 | 16.52% | +4,098 |
| BROADCOM INC(AVGO) | 0 | 19,101 | +19,101 | 0 | 3,198 | 3.94% | +3,198 |
| ROBLOX CORP(RBLX) | 0 | 50,845 | +50,845 | 0 | 2,964 | 3.65% | +2,964 |
| TAKE-TWO INTERACTIVE SOFTWAR(TTWO) | 60,401 | 62,435 | +2,034 | 11,119 | 12,940 | 15.94% | +1,821 |
| S&P GLOBAL INC(SPGI) | 25,800 | 27,031 | +1,231 | 12,849 | 13,734 | 16.92% | +885 |
| MAKEMYTRIP LIMITED MAURITIUS SHS | 33,577 | 45,879 | +12,302 | 3,770 | 4,496 | 5.54% | +726 |
| ATLASSIAN CORPORATION | 0 | 2,575 | +2,575 | 0 | 546 | 0.67% | +546 |
| CHARTER COMMUNICATIONS INC N(CHTR) | 5,867 | 3,905 | -1,962 | 2,011 | 1,439 | 1.77% | -572 |
| REDDIT INC(RDDT) | 7,786 | 0 | -7,786 | 1,273 | 0 | — | -1,273 |
| GARMIN LTD(GRMN) | 17,513 | 10,073 | -7,440 | 3,612 | 2,187 | 2.69% | -1,425 |
| SERVICENOW INC(NOW) | 2,481 | 0 | -2,481 | 2,630 | 0 | — | -2,630 |
| ANALOG DEVICES INC(ADI) | 12,847 | 0 | -12,847 | 2,729 | 0 | — | -2,729 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 58,016 | 50,744 | -7,272 | 11,458 | 8,424 | 10.38% | -3,034 |
| TESLA INC(TSLA) | 7,612 | 0 | -7,612 | 3,074 | 0 | — | -3,074 |
| NVIDIA CORPORATION(NVDA) | 55,157 | 37,687 | -17,470 | 7,407 | 4,085 | 5.03% | -3,323 |
| PEGASYSTEMS INC(PEGA) | 40,252 | 0 | -40,252 | 3,751 | 0 | — | -3,751 |
| MARVELL TECHNOLOGY INC(MRVL) | 58,052 | 0 | -58,052 | 6,412 | 0 | — | -6,412 |
| BOOKING HOLDINGS INC(BKNG) | 1,907 | 553 | -1,354 | 9,475 | 2,548 | 3.14% | -6,927 |