Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2024 ▲▼ | Q2 2024 ▲▼ | Change ▲▼ | Q1 2024 ▲▼ | Q2 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Coupang Inc(CPNG) | 2,000,075 | 2,345,835 | +345,760 | 35,581 | 49,145 | 7.41% | +13,564 |
| MercadoLibre Inc(MELI) | 50,637 | 54,708 | +4,071 | 76,561 | 89,907 | 13.56% | +13,346 |
| Amazon.com Inc(AMZN) | 778,126 | 791,326 | +13,200 | 140,358 | 152,924 | 23.07% | +12,565 |
| Workday Inc(WDAY) | 0 | 40,740 | +40,740 | 0 | 9,108 | 1.37% | +9,108 |
| Microsoft Inc(MSFT) | 178,500 | 178,200 | -300 | 75,099 | 79,646 | 12.01% | +4,548 |
| Alphabet Inc(GOOG) | 221,700 | 201,700 | -20,000 | 33,756 | 36,996 | 5.58% | +3,240 |
| Enfusion Inc | 1,378,303 | 1,799,296 | +420,993 | 12,749 | 15,330 | 2.31% | +2,581 |
| Alphabet Inc(GOOG) | 95,000 | 90,000 | -5,000 | 14,338 | 16,394 | 2.47% | +2,055 |
| Appfolio, Inc.(APPF) | 278,627 | 279,449 | +822 | 68,748 | 68,345 | 10.31% | -404 |
| DoorDash Inc(DASH) | 212,443 | 217,243 | +4,800 | 29,258 | 23,632 | 3.56% | -5,626 |
| Salesforce Inc(CRM) | 258,439 | 258,439 | 0 | 77,837 | 66,445 | 10.02% | -11,392 |
| Kaspi.KZ JSC(KSPI) | 250,119 | 150,119 | -100,000 | 30,777 | 19,367 | 2.92% | -11,410 |
| Veeva Systems Inc.(VEEV) | 225,178 | 195,178 | -30,000 | 52,171 | 35,720 | 5.39% | -16,452 |