Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2023 ▲▼ | Q1 2024 ▲▼ | Change ▲▼ | Q4 2023 ▲▼ | Q1 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| NVIDIA CORPORATION(NVDA) | 4,785 | 13,680 | +8,895 | 2,370 | 12,361 | 5.55% | +9,991 |
| ADVANCED MICRO DEVICES INC(AMD) | 22,619 | 54,404 | +31,785 | 3,334 | 9,819 | 4.41% | +6,485 |
| MONDAY COM LTD SHS | 73,064 | 88,209 | +15,145 | 13,722 | 19,924 | 8.95% | +6,202 |
| VANECK ETF TRUST SEMICONDUCTR ETF | 122,630 | 122,630 | 0 | 21,444 | 27,591 | 12.39% | +6,146 |
| HUBSPOT INC(HUBS) | 0 | 7,590 | +7,590 | 0 | 4,756 | 2.14% | +4,756 |
| UBER TECHNOLOGIES INC(UBER) | 273,150 | 273,150 | 0 | 16,818 | 21,030 | 9.44% | +4,212 |
| BROADCOM INC(AVGO) | 0 | 2,860 | +2,860 | 0 | 3,791 | 1.70% | +3,791 |
| MICROSOFT CORP(MSFT) | 63,237 | 63,237 | 0 | 23,780 | 26,605 | 11.95% | +2,825 |
| INVESCO QQQ TR | 77,995 | 77,995 | 0 | 31,941 | 34,631 | 15.55% | +2,690 |
| LYFT INC(LYFT) | 0 | 127,500 | +127,500 | 0 | 2,467 | 1.11% | +2,467 |
| ON HLDG AG(ONON) | 291,921 | 291,921 | 0 | 7,873 | 10,328 | 4.64% | +2,455 |
| CLOUDFLARE INC(NET) | 0 | 24,148 | +24,148 | 0 | 2,338 | 1.05% | +2,338 |
| SPDR S&P 500 ETF TR(SPY) | 44,580 | 44,580 | 0 | 21,189 | 23,318 | 10.47% | +2,129 |
| VISA INC(V) | 17,550 | 17,550 | 0 | 4,569 | 4,898 | 2.20% | +329 |
| COUPANG INC(CPNG) | 23,810 | 23,810 | 0 | 385 | 424 | 0.19% | +38 |
| LAS VEGAS SANDS CORP(LVS) | 8,700 | 8,700 | 0 | 428 | 450 | 0.20% | +22 |
| MELCO RESORTS AND ENTMNT LTD(MLCO) | 89,966 | 89,966 | 0 | 798 | 649 | 0.29% | -149 |
| APPLE INC(AAPL) | 79,403 | 79,403 | 0 | 15,287 | 13,616 | 6.11% | -1,671 |
| MERCADOLIBRE INC(MELI) | 7,866 | 2,466 | -5,400 | 12,362 | 3,728 | 1.67% | -8,633 |