Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2023 ▲▼ | Q1 2024 ▲▼ | Change ▲▼ | Q4 2023 ▲▼ | Q1 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| AVNET INC | 0 | 1,650,000 | +1,650,000 | 0 | 81,807 | 28.92% | +81,807 |
| SEADRILL 2021 LTD(SDRL) | 0 | 900,000 | +900,000 | 0 | 45,270 | 16.00% | +45,270 |
| ELEVANCE HEALTH INC(ELV) | 153,000 | 153,000 | 0 | 72,149 | 79,337 | 28.05% | +7,188 |
| FERGUSON PLC NEW | 474,482 | 350,000 | -124,482 | 91,608 | 76,451 | 27.03% | -15,158 |
| ICICI BANK LIMITED(IBN) | 2,600,000 | 0 | -2,600,000 | 61,984 | 0 | — | -61,984 |