Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES | 174,000 | 170,000 | -4,000 | 6,988 | 15,740 | 18.40% | +8,752 |
| ADVANCED MICRO DEVICES INC(AMD) | 49,500 | 93,000 | +43,500 | 5,086 | 13,197 | 15.42% | +8,111 |
| SEMTECH CORP(SMTC) | 0 | 160,000 | +160,000 | 0 | 7,222 | 8.44% | +7,222 |
| TERADYNE INC(TER) | 0 | 60,000 | +60,000 | 0 | 5,395 | 6.31% | +5,395 |
| COHERENT CORP(COHR) | 0 | 44,000 | +44,000 | 0 | 3,925 | 4.59% | +3,925 |
| REDWIRE CORPORATION(RDW) | 0 | 170,000 | +170,000 | 0 | 2,771 | 3.24% | +2,771 |
| RUBRIK INC.(RBRK) | 0 | 22,000 | +22,000 | 0 | 1,971 | 2.30% | +1,971 |
| ISHARES BITCOIN TRUST ETF(IBIT) | 78,300 | 90,000 | +11,700 | 3,665 | 5,509 | 6.44% | +1,844 |
| OKTA INC(OKTA) | 0 | 17,000 | +17,000 | 0 | 1,699 | 1.99% | +1,699 |
| SERVICENOW INC(NOW) | 6,000 | 6,000 | 0 | 4,777 | 6,168 | 7.21% | +1,392 |
| NEBIUS GROUP N.V.(NBIS) | 0 | 24,000 | +24,000 | 0 | 1,328 | 1.55% | +1,328 |
| TESLA INC(TSLA) | 0 | 4,000 | +4,000 | 0 | 1,271 | 1.49% | +1,271 |
| ASTERA LABS INC(ALAB) | 0 | 13,000 | +13,000 | 0 | 1,175 | 1.37% | +1,175 |
| CELESTICA INC(CLS) | 36,000 | 21,000 | -15,000 | 2,837 | 3,278 | 3.83% | +441 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 15,000 | 12,000 | -3,000 | 2,490 | 2,718 | 3.18% | +228 |
| MICROSTRATEGY INC(MSTR) | 10,800 | 7,000 | -3,800 | 3,113 | 2,830 | 3.31% | -284 |
| ARISTA NETWORKS INC(ANET) | 57,000 | 40,000 | -17,000 | 4,416 | 4,092 | 4.78% | -324 |
| CIENA CORP(CIEN) | 47,690 | 30,000 | -17,690 | 2,882 | 2,440 | 2.85% | -442 |
| MONDAY COM LTD SHS | 17,000 | 9,000 | -8,000 | 4,134 | 2,830 | 3.31% | -1,303 |
| BROADCOM INC(AVGO) | 10,800 | 0 | -10,800 | 1,808 | 0 | — | -1,808 |
| MARVELL TECHNOLOGY INC(MRVL) | 29,700 | 0 | -29,700 | 1,829 | 0 | — | -1,829 |
| ELASTIC N V ORD SHS | 25,000 | 0 | -25,000 | 2,228 | 0 | — | -2,227 |
| AMAZON COM INC(AMZN) | 14,000 | 0 | -14,000 | 2,664 | 0 | — | -2,664 |
| PINTEREST INC(PINS) | 96,000 | 0 | -96,000 | 2,976 | 0 | — | -2,976 |