Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2024 ▲▼ | Q2 2024 ▲▼ | Change ▲▼ | Q1 2024 ▲▼ | Q2 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SERVICENOW INC(NOW) | 0 | 5,585 | +5,585 | 0 | 4,394 | 6.43% | +4,394 |
| SEA LTD(SE) | 0 | 56,215 | +56,215 | 0 | 4,015 | 5.88% | +4,015 |
| SPOTIFY TECHNOLOGY S(SPOT) | 21,218 | 29,878 | +8,660 | 5,599 | 9,375 | 13.72% | +3,776 |
| TAKE-TWO INTERACTIVE SOFTWAR(TTWO) | 19,197 | 30,112 | +10,915 | 2,851 | 4,682 | 6.85% | +1,832 |
| CROWDSTRIKE HLDGS INC(CRWD) | 0 | 3,750 | +3,750 | 0 | 1,437 | 2.10% | +1,437 |
| QUALCOMM INC(QCOM) | 0 | 5,496 | +5,496 | 0 | 1,095 | 1.60% | +1,095 |
| ON SEMICONDUCTOR CORP(ON) | 0 | 11,906 | +11,906 | 0 | 816 | 1.19% | +816 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 61,134 | 49,360 | -11,774 | 8,317 | 8,579 | 12.56% | +262 |
| PALO ALTO NETWORKS INC(PANW) | 939 | 0 | -939 | 267 | 0 | — | -267 |
| ZILLOW GROUP INC(Z) | 5,759 | 0 | -5,759 | 276 | 0 | — | -276 |
| ANALOG DEVICES INC(ADI) | 37,756 | 28,331 | -9,425 | 7,468 | 6,467 | 9.47% | -1,001 |
| MARVELL TECHNOLOGY INC(MRVL) | 44,561 | 30,637 | -13,924 | 3,158 | 2,142 | 3.13% | -1,017 |
| ARISTA NETWORKS INC | 10,449 | 3,875 | -6,574 | 3,030 | 1,358 | 1.99% | -1,672 |
| S&P GLOBAL INC(SPGI) | 26,723 | 20,686 | -6,037 | 11,369 | 9,226 | 13.50% | -2,143 |
| MAKEMYTRIP LIMITED MAURITIUS SHS | 37,923 | 0 | -37,923 | 2,694 | 0 | — | -2,694 |
| ADVANCED MICRO DEVICES INC(AMD) | 37,764 | 18,409 | -19,355 | 6,816 | 2,986 | 4.37% | -3,830 |
| NVIDIA CORPORATION(NVDA) | 11,466 | 51,326 | +39,860 | 10,360 | 6,341 | 9.28% | -4,019 |
| MICRON TECHNOLOGY INC(MU) | 80,277 | 41,089 | -39,188 | 9,464 | 5,404 | 7.91% | -4,059 |
| MOODYS CORP(MCO) | 12,254 | 0 | -12,254 | 4,816 | 0 | — | -4,816 |
| META PLATFORMS INC(META) | 10,630 | 0 | -10,630 | 5,162 | 0 | — | -5,162 |
| MSCI INC(MSCI) | 17,372 | 0 | -17,372 | 9,736 | 0 | — | -9,736 |