Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ALPHABET INC(GOOG) | 500,000 | 1,125,000 | +625,000 | 143,780 | 402,041 | 11.07% | +258,261 |
| NVIDIA CORPORATION(NVDA) | 4,700,000 | 5,100,000 | +400,000 | 819,680 | 1,020,459 | 28.09% | +200,779 |
| MICROSOFT CORP(MSFT) | 1,325,000 | 1,700,000 | +375,000 | 490,475 | 634,134 | 17.46% | +143,659 |
| META PLATFORMS INC(META) | 225,000 | 395,000 | +170,000 | 128,729 | 222,500 | 6.12% | +93,770 |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM) | 1,150,000 | 975,000 | -175,000 | 388,643 | 465,631 | 12.82% | +76,988 |
| AMAZON COM INC(AMZN) | 2,175,000 | 2,125,000 | -50,000 | 452,987 | 506,473 | 13.94% | +53,485 |
| BOOKING HOLDINGS INC(BKNG) | 60,000 | 1,500,000 | +1,440,000 | 252,619 | 267,360 | 7.36% | +14,741 |
| ATLASSIAN CORPORATION | 3,850,000 | 1,470,000 | -2,380,000 | 262,763 | 114,351 | 3.15% | -148,411 |