Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CLOUDFLARE INC(NET) | 5,660 | 32,199 | +26,539 | 1,168 | 7,898 | 10.36% | +6,730 |
| SNOWFLAKE INC(SNOW) | 63,094 | 51,293 | -11,801 | 9,516 | 13,054 | 17.13% | +3,538 |
| DATADOG INC(DDOG) | 112,746 | 59,351 | -53,395 | 13,310 | 15,453 | 20.28% | +2,143 |
| REDDIT INC(RDDT) | 65,307 | 58,406 | -6,901 | 8,794 | 10,138 | 13.30% | +1,345 |
| BLOCK INC(XYZ) | 164,656 | 134,884 | -29,772 | 9,909 | 10,251 | 13.45% | +342 |
| SHOPIFY INC(SHOP) | 79,771 | 80,300 | +529 | 9,462 | 9,169 | 12.03% | -294 |
| MONDAY.COM LTD SHS | 113,468 | 91,787 | -21,681 | 7,842 | 6,644 | 8.72% | -1,197 |
| PROCORE TECHNOLOGIES INC(PCOR) | 108,193 | 88,710 | -19,483 | 6,167 | 3,603 | 4.73% | -2,564 |
| DUOLINGO INC(DUOL) | 41,288 | 0 | -41,288 | 4,070 | 0 | — | -4,070 |
| CROWDSTRIKE INC(CRWD) | 12,797 | 0 | -12,797 | 4,996 | 0 | — | -4,996 |