Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| BLOOM ENERGY CORP | 205,276 | 205,276 | 0 | 27,813 | 62,137 | 30.17% | +34,324 |
| CEREBRAS SYSTEMS INC | 0 | 62,200 | +62,200 | 0 | 13,746 | 6.67% | +13,746 |
| UNITY SOFTWARE INC(U) | 1,399,900 | 1,399,900 | 0 | 30,714 | 40,009 | 19.43% | +9,295 |
| CLOUDFLARE INC(NET) | 64,600 | 89,800 | +25,200 | 13,330 | 22,026 | 10.69% | +8,697 |
| CARVANA CO(CVNA) | 26,340 | 209,780 | +183,440 | 8,281 | 13,808 | 6.70% | +5,527 |
| ROBINHOOD MKTS INC(HOOD) | 133,000 | 133,000 | 0 | 9,217 | 13,337 | 6.48% | +4,120 |
| SEA LTD(SE) | 190,900 | 190,900 | 0 | 15,808 | 18,294 | 8.88% | +2,486 |
| TOAST INC(TOST) | 156,162 | 236,062 | +79,900 | 4,140 | 6,567 | 3.19% | +2,427 |
| MERCADOLIBRE INC(MELI) | 5,567 | 5,567 | 0 | 9,625 | 9,449 | 4.59% | -176 |
| PONY AI INC(PONY) | 839,900 | 839,900 | 0 | 7,929 | 5,837 | 2.83% | -2,091 |
| AEVA TECHNOLOGIES INC(AEVA) | 807,021 | 25,904 | -781,117 | 10,620 | 744 | 0.36% | -9,876 |