Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| APPLOVIN CORP(APP) | 0 | 7,303 | +7,303 | 0 | 5,247 | 4.68% | +5,247 |
| SANDISK CORP(SNDK) | 0 | 37,835 | +37,835 | 0 | 4,245 | 3.79% | +4,245 |
| NVIDIA CORPORATION(NVDA) | 66,014 | 76,544 | +10,530 | 10,430 | 14,282 | 12.73% | +3,852 |
| BILL HOLDINGS INC | 0 | 71,225 | +71,225 | 0 | 3,773 | 3.36% | +3,773 |
| MICRON TECHNOLOGY INC(MU) | 49,318 | 58,483 | +9,165 | 6,078 | 9,785 | 8.73% | +3,707 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 40,518 | 43,307 | +2,789 | 9,177 | 12,095 | 10.79% | +2,918 |
| ADVANCED MICRO DEVICES INC(AMD) | 0 | 17,019 | +17,019 | 0 | 2,754 | 2.46% | +2,754 |
| TAKE-TWO INTERACTIVE SOFTWAR(TTWO) | 41,161 | 42,951 | +1,790 | 9,996 | 11,097 | 9.89% | +1,101 |
| MAKEMYTRIP LIMITED MAURITIUS SHS | 35,814 | 46,989 | +11,175 | 3,510 | 4,398 | 3.92% | +888 |
| ROBLOX CORP(RBLX) | 84,716 | 61,766 | -22,950 | 8,912 | 8,556 | 7.63% | -356 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 14,397 | 14,566 | +169 | 11,047 | 10,167 | 9.07% | -880 |
| BROADCOM INC(AVGO) | 31,613 | 23,712 | -7,901 | 8,714 | 7,823 | 6.98% | -891 |
| BOOKING HOLDINGS INC(BKNG) | 857 | 749 | -108 | 4,961 | 4,044 | 3.61% | -917 |
| DATADOG INC(DDOG) | 12,054 | 0 | -12,054 | 1,619 | 0 | — | -1,619 |
| SEA LTD(SE) | 62,078 | 43,978 | -18,100 | 9,929 | 7,860 | 7.01% | -2,069 |
| S&P GLOBAL INC(SPGI) | 20,083 | 12,369 | -7,714 | 10,590 | 6,020 | 5.37% | -4,569 |