Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| NETFLIX INC(NFLX) | 9,300 | 24,503 | +15,203 | 8,673 | 32,813 | 12.22% | +24,140 |
| ADVANCED MICRO DEVICES INC(AMD) | 43,000 | 189,921 | +146,921 | 4,418 | 26,950 | 10.04% | +22,532 |
| NVIDIA CORPORATION(NVDA) | 49,800 | 176,229 | +126,429 | 5,397 | 27,842 | 10.37% | +22,445 |
| UBER TECHNOLOGIES INC(UBER) | 88,300 | 297,032 | +208,732 | 6,434 | 27,713 | 10.32% | +21,280 |
| SERVICENOW INC(NOW) | 7,400 | 25,498 | +18,098 | 5,891 | 26,214 | 9.76% | +20,323 |
| AMAZON COM INC(AMZN) | 37,000 | 121,094 | +84,094 | 7,040 | 26,567 | 9.90% | +19,527 |
| INTUITIVE SURGICAL INC | 13,700 | 48,252 | +34,552 | 6,785 | 26,221 | 9.77% | +19,435 |
| TESLA INC(TSLA) | 27,100 | 81,774 | +54,674 | 7,023 | 25,976 | 9.68% | +18,953 |
| BERKSHIRE HATHAWAY INC DEL | 15,400 | 52,632 | +37,232 | 8,202 | 25,567 | 9.52% | +17,365 |
| ADOBE INC(ADBE) | 14,400 | 58,434 | +44,034 | 5,523 | 22,607 | 8.42% | +17,084 |