Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2023 ▲▼ | Q1 2024 ▲▼ | Change ▲▼ | Q4 2023 ▲▼ | Q1 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| GUIDEWIRE SOFTWARE INC(GWRE) | 164,389 | 216,552 | +52,163 | 17,925 | 25,274 | 18.97% | +7,349 |
| TRANSDIGM GROUP INC(TDG) | 27,149 | 27,149 | 0 | 27,464 | 33,437 | 25.10% | +5,973 |
| AMAZON COM INC(AMZN) | 172,582 | 172,582 | 0 | 26,222 | 31,130 | 23.37% | +4,908 |
| MOODYS CORP(MCO) | 43,107 | 54,378 | +11,271 | 16,836 | 21,372 | 16.05% | +4,536 |
| MICROSOFT CORP(MSFT) | 52,262 | 52,262 | 0 | 19,653 | 21,988 | 16.51% | +2,335 |