Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| EPAM SYS INC(EPAM) | 100,000 | 300,000 | +200,000 | 15,079 | 61,464 | 26.25% | +46,385 |
| ACCENTURE PLC IRELAND SHS CLASS A | 0 | 135,000 | +135,000 | 0 | 36,221 | 15.47% | +36,221 |
| COPA HOLDINGS SA(CPA) | 472,500 | 472,500 | 0 | 56,142 | 56,988 | 24.34% | +846 |
| LIGHTSPEED COMMERCE INC(LSPD) | 4,098,304 | 2,800,000 | -1,298,304 | 47,335 | 33,824 | 14.44% | -13,511 |
| AVNET INC | 1,290,000 | 950,000 | -340,000 | 67,441 | 45,676 | 19.51% | -21,765 |