Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM) | 0 | 27,985 | +27,985 | 0 | 9,458 | 4.17% | +9,458 |
| ALPHABET INC(GOOG) | 0 | 32,100 | +32,100 | 0 | 9,208 | 4.06% | +9,208 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 0 | 56,900 | +56,900 | 0 | 8,323 | 3.67% | +8,323 |
| HUT 8 CORP(HUT) | 431,655 | 432,480 | +825 | 19,830 | 20,288 | 8.95% | +457 |
| PATTERN GROUP INC(PTRN) | 400,000 | 0 | -400,000 | 4,616 | 0 | — | -4,616 |
| MAKEMYTRIP LIMITED MAURITIUS SHS | 123,045 | 81,185 | -41,860 | 10,104 | 3,027 | 1.34% | -7,077 |
| ROBLOX CORP(RBLX) | 159,000 | 84,710 | -74,290 | 12,884 | 4,791 | 2.11% | -8,093 |
| AFFIRM HLDGS INC(AFRM) | 227,705 | 144,815 | -82,890 | 16,948 | 6,635 | 2.93% | -10,313 |
| HIMS & HERS HEALTH INC(HIMS) | 623,660 | 0 | -623,660 | 20,250 | 0 | — | -20,250 |
| SHOPIFY INC(SHOP) | 252,554 | 128,559 | -123,995 | 40,654 | 15,250 | 6.73% | -25,404 |
| DOORDASH INC(DASH) | 252,355 | 152,840 | -99,515 | 57,153 | 22,949 | 10.13% | -34,204 |
| APPLOVIN CORP(APP) | 146,865 | 89,450 | -57,415 | 98,961 | 35,601 | 15.71% | -63,359 |
| CARVANA CO(CVNA) | 286,575 | 146,660 | -139,915 | 120,940 | 46,107 | 20.35% | -74,833 |
| ROBINHOOD MKTS INC(HOOD) | 1,138,330 | 649,095 | -489,235 | 128,745 | 44,982 | 19.85% | -83,763 |