Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ROBINHOOD MKTS INC(HOOD) | 0 | 177,600 | +177,600 | 0 | 7,392 | 7.63% | +7,392 |
| UNITY SOFTWARE INC(U) | 0 | 345,900 | +345,900 | 0 | 6,776 | 6.99% | +6,776 |
| TESLA INC(TSLA) | 0 | 22,100 | +22,100 | 0 | 5,727 | 5.91% | +5,727 |
| CYBERARK SOFTWARE LTD | 0 | 13,200 | +13,200 | 0 | 4,462 | 4.60% | +4,462 |
| BAIDU INC | 73,600 | 115,700 | +42,100 | 6,205 | 10,648 | 10.99% | +4,443 |
| MERCADOLIBRE INC(MELI) | 5,567 | 5,567 | 0 | 9,466 | 10,860 | 11.21% | +1,394 |
| CARVANA CO(CVNA) | 31,200 | 34,700 | +3,500 | 6,345 | 7,255 | 7.49% | +910 |
| CONFLUENT INC | 246,659 | 304,759 | +58,100 | 6,897 | 7,144 | 7.37% | +247 |
| JFROG LTD(FROG) | 207,953 | 195,753 | -12,200 | 6,116 | 6,264 | 6.47% | +148 |
| TOAST INC(TOST) | 80,862 | 80,862 | 0 | 2,947 | 2,682 | 2.77% | -265 |
| BLOOM ENERGY CORP | 261,900 | 279,000 | +17,100 | 5,817 | 5,485 | 5.66% | -332 |
| AFFIRM HLDGS INC(AFRM) | 102,800 | 94,800 | -8,000 | 6,261 | 4,284 | 4.42% | -1,977 |
| BROADCOM INC(AVGO) | 55,600 | 61,100 | +5,500 | 12,890 | 10,230 | 10.56% | -2,660 |
| ELASTIC N V ORD SHS | 113,700 | 86,200 | -27,500 | 11,265 | 7,680 | 7.93% | -3,585 |
| SENTINELONE INC(S) | 202,700 | 0 | -202,700 | 4,500 | 0 | — | -4,500 |
| NU HLDGS LTD(NU) | 1,082,633 | 0 | -1,082,633 | 11,216 | 0 | — | -11,216 |