Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 0 | 195,459 | +195,459 | 0 | 32,446 | 10.99% | +32,446 |
| SNOWFLAKE INC(SNOW) | 0 | 196,183 | +196,183 | 0 | 28,674 | 9.72% | +28,674 |
| AMAZON COM INC(AMZN) | 190,660 | 181,952 | -8,708 | 41,829 | 34,618 | 11.73% | -7,211 |
| ALPHABET INC(GOOG) | 247,052 | 240,312 | -6,740 | 46,767 | 37,162 | 12.59% | -9,605 |
| MICROSOFT CORP(MSFT) | 81,657 | 65,275 | -16,382 | 34,418 | 24,504 | 8.30% | -9,915 |
| SALESFORCE INC(CRM) | 133,524 | 101,776 | -31,748 | 44,641 | 27,313 | 9.26% | -17,328 |
| SERVICENOW INC(NOW) | 42,894 | 32,374 | -10,520 | 45,473 | 25,774 | 8.73% | -19,699 |
| NVIDIA CORPORATION(NVDA) | 780,680 | 780,680 | 0 | 104,838 | 84,610 | 28.67% | -20,227 |
| APPLE INC(AAPL) | 186,042 | 0 | -186,042 | 46,589 | 0 | — | -46,589 |