Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2024 ▲▼ | Q4 2024 ▲▼ | Change ▲▼ | Q3 2024 ▲▼ | Q4 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| VISA(VST) | 0 | 15,000 | +15,000 | 0 | 4,741 | 14.95% | +4,741 |
| META PLATFORM INC(META) | 7,500 | 11,000 | +3,500 | 4,293 | 6,441 | 20.32% | +2,147 |
| CMI CUMMINS INC(CMI) | 0 | 4,000 | +4,000 | 0 | 1,394 | 4.40% | +1,394 |
| TJX COMPANIES INC NEW(TJX) | 0 | 10,000 | +10,000 | 0 | 1,208 | 3.81% | +1,208 |
| SAIA INC(SAIA) | 0 | 2,500 | +2,500 | 0 | 1,139 | 3.59% | +1,139 |
| MARVELL TECHNOLOGY INC(MRVL) | 0 | 10,000 | +10,000 | 0 | 1,105 | 3.48% | +1,105 |
| SNOW SNOWFLAKE INC(SNOW) | 0 | 4,000 | +4,000 | 0 | 618 | 1.95% | +618 |
| AMAZON.COM INC(AMZN) | 30,000 | 28,000 | -2,000 | 5,590 | 6,143 | 19.38% | +553 |
| TAIWAN SEMICONDUCTOR MFG CO(TSM) | 16,000 | 16,000 | 0 | 2,779 | 3,160 | 9.97% | +381 |
| ZSCALER ORD(ZS) | 5,000 | 6,000 | +1,000 | 855 | 1,082 | 3.41% | +228 |
| PINDUODUO INC -ADR(PDD) | 6,000 | 6,000 | 0 | 809 | 582 | 1.84% | -227 |
| HCA HEALTHCARE ORD(HCA) | 7,000 | 8,000 | +1,000 | 2,845 | 2,401 | 7.57% | -444 |
| MICROSOFT CORP(MSFT) | 6,000 | 4,000 | -2,000 | 2,582 | 1,686 | 5.32% | -896 |
| APPLE ORD(AAPL) | 12,000 | 0 | -12,000 | 2,796 | 0 | — | -2,796 |
| VISA(V) | 15,000 | 0 | -15,000 | 4,124 | 0 | — | -4,124 |