Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CHECK POINT SOFTWARE TECHNOLOGY LT ORD | 160,000 | 160,000 | 0 | 29,872 | 36,467 | 18.58% | +6,595 |
| RTX CORPORATION(RTX) | 165,000 | 165,000 | 0 | 19,094 | 21,856 | 11.14% | +2,762 |
| JD.COM(JD) | 180,000 | 180,000 | 0 | 6,241 | 7,402 | 3.77% | +1,161 |
| ALIBABA GROUP HOLDINGS LTD(BABA) | 7,100 | 7,100 | 0 | 602 | 939 | 0.48% | +337 |
| BLOCK H & R INC | 53,000 | 53,000 | 0 | 2,801 | 2,910 | 1.48% | +110 |
| MOODYS CORP(MCO) | 120,000 | 120,000 | 0 | 56,804 | 55,883 | 28.48% | -922 |
| CARMAX INC(KMX) | 501,790 | 508,500 | +6,710 | 41,026 | 39,622 | 20.19% | -1,404 |
| MICROSOFT CORP(MSFT) | 83,000 | 83,000 | 0 | 34,985 | 31,157 | 15.88% | -3,827 |