Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| UNITY SOFTWARE INC(U) | 299,000 | 1,399,900 | +1,100,900 | 13,207 | 30,714 | 22.34% | +17,507 |
| SEA LTD(SE) | 0 | 190,900 | +190,900 | 0 | 15,808 | 11.50% | +15,808 |
| CLOUDFLARE INC(NET) | 0 | 64,600 | +64,600 | 0 | 13,330 | 9.70% | +13,330 |
| BLOOM ENERGY CORP | 270,676 | 205,276 | -65,400 | 23,519 | 27,813 | 20.23% | +4,294 |
| TOAST INC(TOST) | 59,162 | 156,162 | +97,000 | 2,101 | 4,140 | 3.01% | +2,039 |
| AEVA TECHNOLOGIES INC(AEVA) | 761,821 | 807,021 | +45,200 | 10,117 | 10,620 | 7.73% | +503 |
| MERCADOLIBRE INC(MELI) | 5,567 | 5,567 | 0 | 11,213 | 9,625 | 7.00% | -1,588 |
| ROBINHOOD MKTS INC(HOOD) | 98,100 | 133,000 | +34,900 | 11,095 | 9,217 | 6.70% | -1,878 |
| CONFLUENT INC | 79,129 | 0 | -79,129 | 2,393 | 0 | — | -2,393 |
| PONY AI INC(PONY) | 853,900 | 839,900 | -14,000 | 12,382 | 7,929 | 5.77% | -4,453 |
| CARVANA CO(CVNA) | 31,860 | 26,340 | -5,520 | 13,446 | 8,281 | 6.02% | -5,165 |
| TESLA INC(TSLA) | 17,600 | 0 | -17,600 | 7,915 | 0 | — | -7,915 |
| HUT 8 CORP(HUT) | 214,700 | 0 | -214,700 | 9,863 | 0 | — | -9,863 |