Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2024 ▲▼ | Q2 2024 ▲▼ | Change ▲▼ | Q1 2024 ▲▼ | Q2 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| META PLATFORMS INC(META) | 0 | 10,800 | +10,800 | 0 | 5,446 | 7.56% | +5,446 |
| SENTINELONE INC(S) | 0 | 225,000 | +225,000 | 0 | 4,736 | 6.58% | +4,736 |
| AMAZON COM INC(AMZN) | 0 | 22,500 | +22,500 | 0 | 4,348 | 6.04% | +4,348 |
| NETAPP INC(NTAP) | 0 | 32,400 | +32,400 | 0 | 4,173 | 5.80% | +4,173 |
| QUALCOMM INC(QCOM) | 0 | 19,800 | +19,800 | 0 | 3,944 | 5.48% | +3,944 |
| FORTINET INC(FTNT) | 0 | 54,000 | +54,000 | 0 | 3,255 | 4.52% | +3,255 |
| ELASTIC N V ORD SHS | 0 | 20,000 | +20,000 | 0 | 2,278 | 3.16% | +2,278 |
| ARM HOLDINGS PLC | 0 | 12,600 | +12,600 | 0 | 2,062 | 2.86% | +2,062 |
| SAMSARA INC(IOT) | 0 | 60,000 | +60,000 | 0 | 2,022 | 2.81% | +2,022 |
| CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES | 0 | 63,000 | +63,000 | 0 | 2,012 | 2.79% | +2,012 |
| SMARTSHEET INC | 0 | 45,000 | +45,000 | 0 | 1,984 | 2.76% | +1,984 |
| SNOWFLAKE INC(SNOW) | 0 | 14,000 | +14,000 | 0 | 1,891 | 2.63% | +1,891 |
| SERVICENOW INC(NOW) | 4,000 | 5,400 | +1,400 | 3,050 | 4,248 | 5.90% | +1,198 |
| CLOUDFLARE INC(NET) | 40,000 | 57,600 | +17,600 | 3,873 | 4,771 | 6.63% | +898 |
| MARVELL TECHNOLOGY INC(MRVL) | 60,000 | 67,500 | +7,500 | 4,253 | 4,718 | 6.55% | +465 |
| TERADYNE INC(TER) | 50,000 | 40,500 | -9,500 | 5,642 | 6,006 | 8.34% | +364 |
| DATADOG INC(DDOG) | 8,000 | 0 | -8,000 | 989 | 0 | — | -989 |
| ARISTA NETWORKS INC | 25,920 | 12,600 | -13,320 | 7,516 | 4,416 | 6.13% | -3,100 |
| ADVANCED MICRO DEVICES INC(AMD) | 60,000 | 45,295 | -14,705 | 10,829 | 7,347 | 10.20% | -3,482 |
| ADOBE INC(ADBE) | 7,000 | 0 | -7,000 | 3,532 | 0 | — | -3,532 |
| INTEL CORP(INTC) | 100,000 | 0 | -100,000 | 4,417 | 0 | — | -4,417 |
| TWILIO INC(TWLO) | 75,000 | 0 | -75,000 | 4,586 | 0 | — | -4,586 |
| DYNATRACE INC(DT) | 140,000 | 30,000 | -110,000 | 6,502 | 1,342 | 1.86% | -5,159 |
| ATLASSIAN CORPORATION | 30,000 | 0 | -30,000 | 5,853 | 0 | — | -5,853 |
| MONGODB INC(MDB) | 23,100 | 4,000 | -19,100 | 8,285 | 1,000 | 1.39% | -7,285 |