Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2023 ▲▼ | Q4 2023 ▲▼ | Change ▲▼ | Q3 2023 ▲▼ | Q4 2023 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Microsoft Inc(MSFT) | 214,500 | 207,500 | -7,000 | 67,728 | 78,028 | 14.35% | +10,300 |
| Amazon.com Inc(AMZN) | 878,000 | 798,126 | -79,874 | 111,611 | 121,267 | 22.31% | +9,656 |
| MercadoLibre Inc(MELI) | 55,637 | 50,637 | -5,000 | 70,541 | 79,578 | 14.64% | +9,037 |
| Enfusion Inc | 500,744 | 1,107,760 | +607,016 | 4,492 | 10,745 | 1.98% | +6,254 |
| Alphabet Inc(GOOG) | 232,700 | 221,700 | -11,000 | 30,681 | 31,244 | 5.75% | +563 |
| DoorDash Inc(DASH) | 282,443 | 232,443 | -50,000 | 22,446 | 22,986 | 4.23% | +541 |
| Veeva Systems Inc.(VEEV) | 215,178 | 225,178 | +10,000 | 43,778 | 43,351 | 7.97% | -427 |
| Coupang Inc(CPNG) | 426,186 | 360,425 | -65,761 | 7,245 | 5,835 | 1.07% | -1,410 |
| Salesforce Inc(CRM) | 460,939 | 338,439 | -122,500 | 93,469 | 89,057 | 16.38% | -4,412 |
| Appfolio, Inc.(APPF) | 311,426 | 278,627 | -32,799 | 56,876 | 48,269 | 8.88% | -8,606 |
| Alphabet Inc(GOOG) | 174,000 | 95,000 | -79,000 | 22,770 | 13,271 | 2.44% | -9,499 |