Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2024 ▲▼ | Q2 2024 ▲▼ | Change ▲▼ | Q1 2024 ▲▼ | Q2 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| GUIDEWIRE SOFTWARE INC(GWRE) | 216,552 | 242,862 | +26,310 | 25,274 | 33,488 | 24.62% | +8,214 |
| MOODYS CORP(MCO) | 54,378 | 59,743 | +5,365 | 21,372 | 25,148 | 18.49% | +3,775 |
| AMAZON COM INC(AMZN) | 172,582 | 172,582 | 0 | 31,130 | 33,351 | 24.52% | +2,221 |
| TRANSDIGM GROUP INC(TDG) | 27,149 | 27,149 | 0 | 33,437 | 34,686 | 25.50% | +1,249 |
| MICROSOFT CORP(MSFT) | 52,262 | 20,900 | -31,362 | 21,988 | 9,341 | 6.87% | -12,646 |