Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SYNOPSYS INC(SNPS) | 0 | 7,997 | +7,997 | 0 | 3,430 | 3.99% | +3,430 |
| CACI INTL INC(CACI) | 0 | 6,507 | +6,507 | 0 | 2,388 | 2.77% | +2,388 |
| CLEARWATER ANALYTICS HLDGS I | 0 | 84,535 | +84,535 | 0 | 2,266 | 2.63% | +2,266 |
| KRYSTAL BIOTECH INC(KRYS) | 10,700 | 13,343 | +2,643 | 1,676 | 2,406 | 2.80% | +729 |
| UBER TECHNOLOGIES INC(UBER) | 49,533 | 48,806 | -727 | 2,988 | 3,556 | 4.13% | +568 |
| MONDAY COM LTD SHS | 10,805 | 12,441 | +1,636 | 2,544 | 3,025 | 3.52% | +481 |
| MERCADOLIBRE INC(MELI) | 2,005 | 1,965 | -40 | 3,409 | 3,833 | 4.45% | +424 |
| META PLATFORMS INC(META) | 7,132 | 7,796 | +664 | 4,176 | 4,493 | 5.22% | +317 |
| VISA INC(V) | 6,162 | 6,052 | -110 | 1,947 | 2,121 | 2.46% | +174 |
| NETFLIX INC(NFLX) | 4,358 | 4,316 | -42 | 3,884 | 4,025 | 4.68% | +140 |
| ZSCALER INC(ZS) | 7,763 | 7,669 | -94 | 1,401 | 1,522 | 1.77% | +121 |
| SEA LTD(SE) | 2,010 | 1,745 | -265 | 213 | 228 | 0.26% | +14 |
| CYBERARK SOFTWARE LTD | 11,903 | 11,739 | -164 | 3,965 | 3,968 | 4.61% | +2 |
| MICROSOFT CORP(MSFT) | 17,181 | 19,193 | +2,012 | 7,242 | 7,205 | 8.37% | -37 |
| ARGENX SE(ARGX) | 3,943 | 3,873 | -70 | 2,425 | 2,292 | 2.66% | -133 |
| AFFIRM HLDGS INC(AFRM) | 36,963 | 44,200 | +7,237 | 2,251 | 1,997 | 2.32% | -254 |
| INTUITIVE SURGICAL INC | 4,095 | 3,429 | -666 | 2,137 | 1,698 | 1.97% | -439 |
| SHOPIFY INC(SHOP) | 38,835 | 38,379 | -456 | 4,129 | 3,664 | 4.26% | -465 |
| INTELLIA THERAPEUTICS INC(NTLA) | 47,406 | 0 | -47,406 | 553 | 0 | — | -553 |
| PROCEPT BIOROBOTICS CORP(PRCT) | 61,118 | 73,867 | +12,749 | 4,921 | 4,303 | 5.00% | -618 |
| SWEETGREEN INC | 76,788 | 73,501 | -3,287 | 2,462 | 1,839 | 2.14% | -623 |
| DRAFTKINGS INC NEW(DKNG) | 65,127 | 46,267 | -18,860 | 2,423 | 1,537 | 1.79% | -886 |
| ASCENDIS PHARMA A/S(ASND) | 30,115 | 20,656 | -9,459 | 4,146 | 3,219 | 3.74% | -926 |
| WORKDAY INC(WDAY) | 10,626 | 7,558 | -3,068 | 2,742 | 1,765 | 2.05% | -977 |
| THE TRADE DESK INC(TTD) | 11,486 | 0 | -11,486 | 1,350 | 0 | — | -1,350 |
| AMAZON COM INC(AMZN) | 42,388 | 41,764 | -624 | 9,300 | 7,946 | 9.23% | -1,353 |
| ROBLOX CORP(RBLX) | 73,883 | 46,495 | -27,388 | 4,275 | 2,710 | 3.15% | -1,565 |
| PALO ALTO NETWORKS INC(PANW) | 8,976 | 0 | -8,976 | 1,633 | 0 | — | -1,633 |
| SERVICENOW INC(NOW) | 6,079 | 5,987 | -92 | 6,444 | 4,766 | 5.54% | -1,678 |
| INSPIRE MED SYS INC(INSP) | 9,259 | 0 | -9,259 | 1,716 | 0 | — | -1,716 |
| SAREPTA THERAPEUTICS INC(SRPT) | 20,881 | 0 | -20,881 | 2,539 | 0 | — | -2,539 |
| HUBSPOT INC(HUBS) | 5,506 | 2,266 | -3,240 | 3,836 | 1,295 | 1.50% | -2,542 |
| AXON ENTERPRISE INC(AXON) | 9,350 | 4,865 | -4,485 | 5,557 | 2,559 | 2.97% | -2,998 |