Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2023 ▲▼ | Q4 2023 ▲▼ | Change ▲▼ | Q3 2023 ▲▼ | Q4 2023 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| INMODE LTD(INMD) | 0 | 201,700 | +201,700 | 0 | 4 | 1.53% | +4 |
| MODERNA INC(MRNA) | 0 | 31,249 | +31,249 | 0 | 3 | 1.06% | +3 |
| HCA HEALTHCARE INC(HCA) | 0 | 8,000 | +8,000 | 0 | 2 | 0.74% | +2 |
| ESTEE LAUDER COMPANIES-CL A(EL) | 0 | 12,000 | +12,000 | 0 | 2 | 0.60% | +2 |
| DATADOG INC(DDOG) | 4,000 | 0 | -4,000 | 364 | 0 | — | -364 |
| INTELLIA THERAPEUTICS INC(NTLA) | 20,700 | 0 | -20,700 | 655 | 0 | — | -655 |
| ZSCALER INC(ZS) | 5,000 | 5,000 | 0 | 778 | 1 | 0.38% | -777 |
| CRISPR THERAPEUTICS AG | 17,650 | 0 | -17,650 | 801 | 0 | — | -801 |
| CROWDSTRIKE HOLDINGS INC - A(CRWD) | 5,000 | 5,000 | 0 | 837 | 1 | 0.44% | -836 |
| VISA INC-CLASS A SHARES(V) | 4,000 | 7,000 | +3,000 | 920 | 2 | 0.62% | -918 |
| AIRBNB INC-CLASS A | 7,000 | 3,000 | -4,000 | 960 | 0 | 0.14% | -960 |
| PALO ALTO NETWORKS INC(PANW) | 5,000 | 0 | -5,000 | 1,172 | 0 | — | -1,172 |
| ALPHABET INC-CL C(GOOG) | 10,000 | 15,000 | +5,000 | 1,319 | 2 | 0.72% | -1,316 |
| AMAZON.COM INC(AMZN) | 20,000 | 18,000 | -2,000 | 2,542 | 3 | 0.94% | -2,540 |
| KE HOLDINGS INC-ADR(BEKE) | 165,600 | 0 | -165,600 | 2,570 | 0 | — | -2,570 |
| META PLATFORMS INC-CLASS A(META) | 13,000 | 12,000 | -1,000 | 3,903 | 4 | 1.45% | -3,898 |
| IONQ INC(IONQ) | 186,300 | 45,000 | -141,300 | 5,675 | 1 | 0.19% | -5,674 |
| Inmode Ltd | 186,300 | 0 | -186,300 | 5,675 | 0 | — | -5,675 |
| LULULEMON ATHLETICA INC(LULU) | 39,980 | 39,980 | 0 | 15,417 | 20 | 6.99% | -15,396 |
| SNOWFLAKE INC-CLASS A(SNOW) | 133,012 | 136,012 | +3,000 | 20,320 | 27 | 9.26% | -20,293 |
| NVIDIA CORP(NVDA) | 49,350 | 32,690 | -16,660 | 21,467 | 16 | 5.54% | -21,451 |
| CLOUDFLARE INC - CLASS A(NET) | 352,800 | 352,800 | 0 | 22,241 | 29 | 10.05% | -22,211 |
| PDD HOLDINGS INC(PDD) | 238,818 | 238,818 | 0 | 23,421 | 35 | 11.95% | -23,386 |
| ADVANCED MICRO DEVICES(AMD) | 240,000 | 147,000 | -93,000 | 24,677 | 22 | 7.41% | -24,655 |
| UBER TECHNOLOGIES INC(UBER) | 584,200 | 124,500 | -459,700 | 26,867 | 8 | 2.62% | -26,860 |
| MICROSOFT CORP(MSFT) | 149,001 | 148,001 | -1,000 | 47,047 | 56 | 19.04% | -46,991 |
| TESLA INC(TSLA) | 215,430 | 215,430 | 0 | 53,905 | 54 | 18.31% | -53,851 |