Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2024 ▲▼ | Q4 2024 ▲▼ | Change ▲▼ | Q3 2024 ▲▼ | Q4 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| AMER SPORTS INC(AS) | 0 | 3,449,753 | +3,449,753 | 0 | 96,455 | 6.01% | +96,455 |
| UNITED AIRLS HLDGS INC(UAL) | 544,600 | 989,900 | +445,300 | 31,075 | 96,119 | 5.99% | +65,044 |
| REDDIT INC(RDDT) | 546,100 | 509,483 | -36,617 | 35,999 | 83,270 | 5.19% | +47,271 |
| LUMENTUM HLDGS INC(LITE) | 0 | 491,500 | +491,500 | 0 | 41,261 | 2.57% | +41,261 |
| AMAZON COM INC(AMZN) | 777,703 | 825,203 | +47,500 | 144,909 | 181,041 | 11.27% | +36,132 |
| SALESFORCE INC(CRM) | 0 | 82,200 | +82,200 | 0 | 27,482 | 1.71% | +27,482 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 391,184 | 478,284 | +87,100 | 67,937 | 94,456 | 5.88% | +26,519 |
| GE VERNOVA INC(GEV) | 260,694 | 254,194 | -6,500 | 66,472 | 83,612 | 5.21% | +17,140 |
| NVIDIA CORPORATION(NVDA) | 1,010,010 | 1,010,010 | 0 | 122,656 | 135,634 | 8.45% | +12,979 |
| CYBERARK SOFTWARE LTD | 306,942 | 306,942 | 0 | 89,507 | 102,258 | 6.37% | +12,750 |
| CARPENTER TECHNOLOGY CORP(CRS) | 423,700 | 465,295 | +41,595 | 67,614 | 78,965 | 4.92% | +11,351 |
| WESTERN DIGITAL CORP(WDC) | 1,147,700 | 1,424,200 | +276,500 | 78,376 | 84,925 | 5.29% | +6,549 |
| VISTRA CORP(VST) | 326,100 | 326,100 | 0 | 38,656 | 44,959 | 2.80% | +6,304 |
| META PLATFORMS INC(META) | 47,900 | 47,900 | 0 | 27,420 | 28,046 | 1.75% | +626 |
| RUBRIK INC.(RBRK) | 750,000 | 375,000 | -375,000 | 24,113 | 24,510 | 1.53% | +398 |
| MICROSOFT CORP(MSFT) | 117,397 | 117,397 | 0 | 50,516 | 49,483 | 3.08% | -1,033 |
| TEMPUR SEALY INTL INC(SGI) | 781,407 | 700,907 | -80,500 | 42,665 | 39,734 | 2.47% | -2,930 |
| CONSTELLATION ENERGY CORP(CEG) | 95,018 | 95,018 | 0 | 24,707 | 21,256 | 1.32% | -3,450 |
| WOODWARD INC(WWD) | 280,100 | 262,298 | -17,802 | 48,040 | 43,652 | 2.72% | -4,388 |
| CARVANA CO(CVNA) | 255,800 | 191,385 | -64,415 | 44,537 | 38,920 | 2.42% | -5,617 |
| OKTA INC(OKTA) | 499,291 | 399,555 | -99,736 | 37,117 | 31,485 | 1.96% | -5,632 |
| MONGODB INC(MDB) | 177,400 | 170,200 | -7,200 | 47,960 | 39,624 | 2.47% | -8,336 |
| NU HLDGS LTD(NU) | 4,158,480 | 4,284,063 | +125,583 | 56,763 | 44,383 | 2.76% | -12,380 |
| WIX COM LTD SHS | 370,704 | 223,626 | -147,078 | 61,971 | 47,979 | 2.99% | -13,992 |
| ENTEGRIS INC(ENTG) | 305,917 | 154,293 | -151,624 | 34,425 | 15,284 | 0.95% | -19,141 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 136,500 | 69,600 | -66,900 | 50,304 | 31,138 | 1.94% | -19,167 |
| APPLE INC(AAPL) | 103,790 | 0 | -103,790 | 24,183 | 0 | — | -24,183 |
| STARBUCKS CORP(SBUX) | 251,500 | 0 | -251,500 | 24,519 | 0 | — | -24,519 |
| SEAGATE TECHNOLOGY HLDNGS PL ORD SHS | 244,695 | 0 | -244,695 | 26,801 | 0 | — | -26,801 |
| NEWS CORP NEW(NWS) | 1,395,154 | 0 | -1,395,154 | 37,153 | 0 | — | -37,153 |
| ADVANCED MICRO DEVICES INC(AMD) | 254,958 | 0 | -254,958 | 41,834 | 0 | — | -41,834 |
| DYNATRACE INC(DT) | 1,313,227 | 0 | -1,313,227 | 70,218 | 0 | — | -70,218 |