Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SERVICENOW INC(NOW) | 0 | 6,000 | +6,000 | 0 | 4,777 | 9.21% | +4,777 |
| PINTEREST INC(PINS) | 0 | 96,000 | +96,000 | 0 | 2,976 | 5.73% | +2,976 |
| CIENA CORP(CIEN) | 0 | 47,690 | +47,690 | 0 | 2,882 | 5.55% | +2,882 |
| CELESTICA INC(CLS) | 0 | 36,000 | +36,000 | 0 | 2,837 | 5.47% | +2,837 |
| AMAZON COM INC(AMZN) | 0 | 14,000 | +14,000 | 0 | 2,664 | 5.13% | +2,664 |
| MARVELL TECHNOLOGY INC(MRVL) | 0 | 29,700 | +29,700 | 0 | 1,829 | 3.52% | +1,829 |
| BROADCOM INC(AVGO) | 0 | 10,800 | +10,800 | 0 | 1,808 | 3.48% | +1,808 |
| MONDAY COM LTD SHS | 10,080 | 17,000 | +6,920 | 2,373 | 4,134 | 7.97% | +1,760 |
| MICROSTRATEGY INC(MSTR) | 11,700 | 10,800 | -900 | 3,389 | 3,113 | 6.00% | -275 |
| ARISTA NETWORKS INC(ANET) | 48,800 | 57,000 | +8,200 | 5,394 | 4,416 | 8.51% | -978 |
| VERTIV HOLDINGS CO(VRT) | 10,400 | 0 | -10,400 | 1,182 | 0 | — | -1,182 |
| MONOLITHIC PWR SYS INC(MPWR) | 2,400 | 0 | -2,400 | 1,420 | 0 | — | -1,420 |
| ISHARES BITCOIN TRUST ETF(IBIT) | 104,400 | 78,300 | -26,100 | 5,538 | 3,665 | 7.06% | -1,873 |
| TERADYNE INC(TER) | 15,000 | 0 | -15,000 | 1,889 | 0 | — | -1,889 |
| ARM HOLDINGS PLC | 22,400 | 0 | -22,400 | 2,763 | 0 | — | -2,763 |
| SNOWFLAKE INC(SNOW) | 18,000 | 0 | -18,000 | 2,779 | 0 | — | -2,779 |
| ADVANCED MICRO DEVICES INC(AMD) | 66,600 | 49,500 | -17,100 | 8,045 | 5,086 | 9.80% | -2,959 |
| SAMSARA INC(IOT) | 70,000 | 0 | -70,000 | 3,058 | 0 | — | -3,058 |
| CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES | 153,000 | 174,000 | +21,000 | 10,283 | 6,988 | 13.47% | -3,295 |
| REDWIRE CORPORATION(RDW) | 220,000 | 0 | -220,000 | 3,621 | 0 | — | -3,621 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 32,400 | 15,000 | -17,400 | 6,399 | 2,490 | 4.80% | -3,909 |
| ELASTIC N V ORD SHS | 90,000 | 25,000 | -65,000 | 8,917 | 2,228 | 4.29% | -6,690 |
| ASML HOLDING N V N Y REGISTRY SHS | 15,100 | 0 | -15,100 | 10,466 | 0 | — | -10,466 |