Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SEA LTD(SE) | 1,411,594 | 1,453,979 | +42,385 | 184,199 | 232,549 | 62.47% | +48,351 |
| GLOBAL E ONLINE LTD SHS | 1,477,728 | 2,822,884 | +1,345,156 | 52,681 | 94,680 | 25.43% | +41,999 |
| DOUBLEVERIFY HLDGS INC(DV) | 0 | 1,149,890 | +1,149,890 | 0 | 17,214 | 4.62% | +17,214 |
| THE TRADE DESK INC(TTD) | 0 | 79,800 | +79,800 | 0 | 5,745 | 1.54% | +5,745 |
| FORTINET INC(FTNT) | 99,852 | 99,852 | 0 | 9,612 | 10,556 | 2.84% | +945 |
| ATLASSIAN CORPORATION | 242,222 | 56,834 | -185,388 | 51,402 | 11,542 | 3.10% | -39,860 |