Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SHOPIFY INC(SHOP) | 0 | 72,910 | +72,910 | 0 | 6,961 | 6.20% | +6,961 |
| CROWDSTRIKE INC(CRWD) | 0 | 12,638 | +12,638 | 0 | 4,456 | 3.97% | +4,456 |
| MONDAY.COM LTD SHS | 101,522 | 105,100 | +3,578 | 23,902 | 25,556 | 22.77% | +1,654 |
| DUOLINGO INC(DUOL) | 36,560 | 38,586 | +2,026 | 11,854 | 11,982 | 10.68% | +129 |
| DATADOG INC(DDOG) | 81,008 | 116,918 | +35,910 | 11,575 | 11,599 | 10.34% | +24 |
| SNOWFLAKE INC(SNOW) | 75,382 | 73,570 | -1,812 | 11,640 | 10,753 | 9.58% | -887 |
| SPOTIFY TECHNOLOGY SA(SPOT) | 30,246 | 21,328 | -8,918 | 13,531 | 11,731 | 10.45% | -1,800 |
| CLOUDFLARE INC(NET) | 67,008 | 46,617 | -20,391 | 7,215 | 5,253 | 4.68% | -1,962 |
| PROCORE TECHNOLOGIES INC(PCOR) | 183,351 | 176,817 | -6,534 | 13,738 | 11,673 | 10.40% | -2,065 |
| BLOCK INC(XYZ) | 183,433 | 225,563 | +42,130 | 15,590 | 12,255 | 10.92% | -3,335 |