Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| NVIDIA CORPORATION(NVDA) | 780,680 | 780,680 | 0 | 84,610 | 123,340 | 30.08% | +38,730 |
| LAM RESEARCH CORP(LRCX) | 0 | 336,041 | +336,041 | 0 | 32,710 | 7.98% | +32,710 |
| SNOWFLAKE INC(SNOW) | 196,183 | 210,285 | +14,102 | 28,674 | 47,055 | 11.48% | +18,381 |
| MICROSOFT CORP(MSFT) | 65,275 | 82,503 | +17,228 | 24,504 | 41,038 | 10.01% | +16,534 |
| SERVICENOW INC(NOW) | 32,374 | 36,923 | +4,549 | 25,774 | 37,960 | 9.26% | +12,186 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 195,459 | 195,459 | 0 | 32,446 | 44,270 | 10.80% | +11,823 |
| AMAZON COM INC(AMZN) | 181,952 | 188,095 | +6,143 | 34,618 | 41,266 | 10.07% | +6,648 |
| ALPHABET INC(GOOG) | 240,312 | 240,312 | 0 | 37,162 | 42,350 | 10.33% | +5,188 |
| SALESFORCE INC(CRM) | 101,776 | 0 | -101,776 | 27,313 | 0 | — | -27,313 |