Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SEA LTD(SE) | 1,264,022 | 1,311,760 | +47,738 | 104,674 | 125,706 | 46.01% | +21,032 |
| NVIDIA CORPORATION(NVDA) | 0 | 38,524 | +38,524 | 0 | 7,708 | 2.82% | +7,708 |
| MICRON TECHNOLOGY INC(MU) | 0 | 3,482 | +3,482 | 0 | 4,019 | 1.47% | +4,019 |
| UNITY SOFTWARE INC(U) | 569,416 | 521,360 | -48,056 | 12,493 | 14,900 | 5.45% | +2,407 |
| CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES | 0 | 4,794 | +4,794 | 0 | 1,304 | 0.48% | +1,304 |
| ATLASSIAN CORPORATION | 14,182 | 0 | -14,182 | 968 | 0 | — | -968 |
| TOAST INC(TOST) | 528,740 | 415,737 | -113,003 | 14,017 | 11,566 | 4.23% | -2,451 |
| GLOBAL E ONLINE LTD SHS | 3,654,104 | 3,110,799 | -543,305 | 112,729 | 108,038 | 39.54% | -4,691 |
| MAKEMYTRIP LIMITED MAURITIUS SHS | 410,100 | 0 | -410,100 | 15,293 | 0 | — | -15,293 |
| AMAZON COM INC(AMZN) | 73,524 | 0 | -73,524 | 15,313 | 0 | — | -15,313 |