Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2024 ▲▼ | Q4 2024 ▲▼ | Change ▲▼ | Q3 2024 ▲▼ | Q4 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| TAKE-TWO INTERACTIVE SOFTWAR(TTWO) | 27,199 | 60,401 | +33,202 | 4,181 | 11,119 | 11.78% | +6,938 |
| MARVELL TECHNOLOGY INC(MRVL) | 0 | 58,052 | +58,052 | 0 | 6,412 | 6.80% | +6,412 |
| BOOKING HOLDINGS INC(BKNG) | 1,081 | 1,907 | +826 | 4,553 | 9,475 | 10.04% | +4,921 |
| TESLA INC(TSLA) | 0 | 7,612 | +7,612 | 0 | 3,074 | 3.26% | +3,074 |
| CHARTER COMMUNICATIONS INC N(CHTR) | 0 | 5,867 | +5,867 | 0 | 2,011 | 2.13% | +2,011 |
| GARMIN LTD(GRMN) | 9,720 | 17,513 | +7,793 | 1,711 | 3,612 | 3.83% | +1,901 |
| S&P GLOBAL INC(SPGI) | 22,039 | 25,800 | +3,761 | 11,386 | 12,849 | 13.62% | +1,463 |
| MAKEMYTRIP LIMITED MAURITIUS SHS | 25,794 | 33,577 | +7,783 | 2,398 | 3,770 | 4.00% | +1,372 |
| REDDIT INC(RDDT) | 0 | 7,786 | +7,786 | 0 | 1,273 | 1.35% | +1,273 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 59,649 | 58,016 | -1,633 | 10,359 | 11,458 | 12.14% | +1,098 |
| SERVICENOW INC(NOW) | 3,155 | 2,481 | -674 | 2,822 | 2,630 | 2.79% | -192 |
| PEGASYSTEMS INC(PEGA) | 57,003 | 40,252 | -16,751 | 4,166 | 3,751 | 3.98% | -415 |
| BILL HOLDINGS INC | 20,326 | 0 | -20,326 | 1,072 | 0 | — | -1,072 |
| ON SEMICONDUCTOR CORP(ON) | 19,735 | 0 | -19,735 | 1,433 | 0 | — | -1,433 |
| SEA LTD(SE) | 56,263 | 32,789 | -23,474 | 5,304 | 3,479 | 3.69% | -1,826 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 31,475 | 20,815 | -10,660 | 11,599 | 9,312 | 9.87% | -2,287 |
| NVIDIA CORPORATION(NVDA) | 87,403 | 55,157 | -32,246 | 10,614 | 7,407 | 7.85% | -3,207 |
| MSCI INC(MSCI) | 9,806 | 0 | -9,806 | 5,716 | 0 | — | -5,716 |
| ADVANCED MICRO DEVICES INC(AMD) | 41,052 | 0 | -41,052 | 6,736 | 0 | — | -6,736 |
| ANALOG DEVICES INC(ADI) | 45,797 | 12,847 | -32,950 | 10,541 | 2,729 | 2.89% | -7,812 |