Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2024 ▲▼ | Q2 2024 ▲▼ | Change ▲▼ | Q1 2024 ▲▼ | Q2 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SERVICENOW INC(NOW) | 10,200 | 9,710 | -490 | 7,776 | 11,069 | 10.28% | +3,292 |
| DOMO INC | 261,400 | 661,400 | +400,000 | 2,332 | 5,404 | 5.02% | +3,073 |
| ALIBABA GROUP HLDG LTD(BABA) | 67,700 | 24,200 | -43,500 | 4,899 | 7,387 | 6.86% | +2,488 |
| FLYWIRE CORPORATION(FLYW) | 161,800 | 321,700 | +159,900 | 4,014 | 6,412 | 5.95% | +2,398 |
| BOX INC(BOX) | 201,500 | 235,700 | +34,200 | 5,706 | 6,824 | 6.34% | +1,118 |
| GRAB HOLDINGS LIMITED CLASS A ORD | 2,075,500 | 2,031,800 | -43,700 | 6,517 | 7,387 | 6.86% | +870 |
| CISCO SYS INC(CSCO) | 140,100 | 151,400 | +11,300 | 6,992 | 7,856 | 7.30% | +864 |
| OKTA INC(OKTA) | 68,941 | 82,541 | +13,600 | 7,213 | 7,430 | 6.90% | +217 |
| AMAZON COM INC(AMZN) | 39,200 | 43,000 | +3,800 | 7,071 | 7,139 | 6.63% | +69 |
| PURE STORAGE INC(P) | 119,200 | 82,900 | -36,300 | 6,197 | 6,193 | 5.75% | -4 |
| PDD HOLDINGS INC(PDD) | 51,500 | 48,500 | -3,000 | 5,987 | 5,842 | 5.42% | -145 |
| FULL TRUCK ALLIANCE CO LTD(YMM) | 1,089,400 | 888,800 | -200,600 | 7,920 | 7,295 | 6.77% | -625 |
| PAYPAL HLDGS INC(PYPL) | 106,800 | 118,100 | +11,300 | 7,155 | 6,328 | 5.88% | -826 |
| SNAP INC(SNAP) | 24,200 | 0 | -24,200 | 945 | 0 | — | -945 |
| COUPANG INC(CPNG) | 464,914 | 424,514 | -40,400 | 8,271 | 6,491 | 6.03% | -1,779 |
| XPENG INC(XPEV) | 491,800 | 634,400 | +142,600 | 3,777 | 1,210 | 1.12% | -2,567 |
| UBER TECHNOLOGIES INC(UBER) | 139,600 | 163,700 | +24,100 | 10,748 | 7,416 | 6.89% | -3,332 |