Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MICRON TECHNOLOGY INC(MU) | 0 | 24,245 | +24,245 | 0 | 27,986 | 8.42% | +27,986 |
| HUT 8 CORP(HUT) | 432,480 | 388,290 | -44,190 | 20,288 | 44,826 | 13.48% | +24,539 |
| ASML HLDG NV N Y REGISTRY SHS | 0 | 10,837 | +10,837 | 0 | 21,560 | 6.48% | +21,560 |
| NEBIUS GROUP N.V.(NBIS) | 0 | 50,710 | +50,710 | 0 | 14,005 | 4.21% | +14,005 |
| ROBINHOOD MKTS INC(HOOD) | 649,095 | 551,495 | -97,600 | 44,982 | 55,304 | 16.63% | +10,322 |
| BLOOM ENERGY CORP | 0 | 27,455 | +27,455 | 0 | 8,311 | 2.50% | +8,311 |
| SPACE EXPLORATION TECHN CORP | 0 | 47,665 | +47,665 | 0 | 8,144 | 2.45% | +8,144 |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM) | 27,985 | 33,145 | +5,160 | 9,458 | 15,829 | 4.76% | +6,372 |
| CARVANA CO(CVNA) | 146,660 | 755,616 | +608,956 | 46,107 | 49,735 | 14.96% | +3,628 |
| APPLOVIN CORP(APP) | 89,450 | 75,290 | -14,160 | 35,601 | 38,792 | 11.67% | +3,191 |
| ALPHABET INC(GOOG) | 32,100 | 32,100 | 0 | 9,208 | 11,342 | 3.41% | +2,134 |
| AFFIRM HLDGS INC(AFRM) | 144,815 | 98,730 | -46,085 | 6,635 | 8,051 | 2.42% | +1,416 |
| DOORDASH INC(DASH) | 152,840 | 126,525 | -26,315 | 22,949 | 23,348 | 7.02% | +399 |
| MAKEMYTRIP LIMITED MAURITIUS SHS | 81,185 | 0 | -81,185 | 3,027 | 0 | — | -3,027 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 56,900 | 45,315 | -11,585 | 8,323 | 5,287 | 1.59% | -3,036 |
| ROBLOX CORP(RBLX) | 84,710 | 0 | -84,710 | 4,791 | 0 | — | -4,791 |
| SHOPIFY INC(SHOP) | 128,559 | 0 | -128,559 | 15,250 | 0 | — | -15,250 |