Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| PINTEREST INC(PINS) | 0 | 350,000 | +350,000 | 0 | 11 | 7.21% | +11 |
| MERCADOLIBRE INC(MELI) | 11,809 | 11,809 | 0 | 20 | 23 | 15.32% | +3 |
| SEA LTD SPONSORD ADS(SE) | 112,383 | 112,383 | 0 | 12 | 15 | 9.75% | +3 |
| VISA INC(V) | 36,289 | 36,289 | 0 | 11 | 13 | 8.45% | +1 |
| TRADEWEB MKTS INC(TW) | 40,880 | 40,880 | 0 | 5 | 6 | 4.03% | +1 |
| ALPHABET INC(GOOG) | 65,660 | 84,555 | +18,895 | 13 | 13 | 8.78% | +1 |
| SCHWAB CHARLES CORP(SCHW) | 156,467 | 156,467 | 0 | 12 | 12 | 8.14% | +1 |
| COSTAR GROUP INC(CSGP) | 58,408 | 58,408 | 0 | 4 | 5 | 3.08% | 0 |
| META PLATFORMS INC(META) | 12,363 | 12,363 | 0 | 7 | 7 | 4.74% | -0 |
| MICROSOFT CORP(MSFT) | 9,472 | 9,472 | 0 | 4 | 4 | 2.36% | -0 |
| WIX COM LTD SHS | 60,708 | 75,794 | +15,086 | 13 | 12 | 8.23% | -1 |
| SERVICENOW INC(NOW) | 10,972 | 10,972 | 0 | 12 | 9 | 5.81% | -3 |
| AMAZON COM INC(AMZN) | 111,414 | 111,414 | 0 | 24 | 21 | 14.09% | -3 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 24,389 | 0 | -24,389 | 11 | 0 | — | -11 |