Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SPACE EXPLORATION TECHN CORP | 0 | 135,135 | +135,135 | 0 | 23,089 | 8.46% | +23,089 |
| ALPHABET INC(GOOG) | 122,720 | 117,070 | -5,650 | 35,203 | 41,364 | 15.16% | +6,161 |
| MARVELL TECHNOLOGY INC(MRVL) | 0 | 16,500 | +16,500 | 0 | 4,915 | 1.80% | +4,915 |
| MONDAY COM LTD SHS | 1,442,900 | 1,442,900 | 0 | 99,719 | 104,452 | 38.28% | +4,733 |
| AMAZON COM INC(AMZN) | 79,000 | 79,000 | 0 | 16,453 | 18,829 | 6.90% | +2,376 |
| BERKSHIRE HATHAWAY INC DEL | 13 | 13 | 0 | 9,336 | 9,735 | 3.57% | +399 |
| ATLASSIAN CORPORATION | 40,000 | 40,000 | 0 | 2,730 | 3,112 | 1.14% | +382 |
| MICROSOFT CORP(MSFT) | 25,000 | 25,000 | 0 | 9,254 | 9,326 | 3.42% | +71 |
| FLUTTER ENTMT PLC(FLUT) | 56,450 | 56,450 | 0 | 5,755 | 5,767 | 2.11% | +12 |
| BRAGG GAMING GROUP INC | 446,000 | 446,000 | 0 | 767 | 767 | 0.28% | 0 |
| META PLATFORMS INC(META) | 68,307 | 66,557 | -1,750 | 39,080 | 37,491 | 13.74% | -1,590 |
| COUPANG INC(CPNG) | 862,390 | 806,890 | -55,500 | 16,282 | 14,016 | 5.14% | -2,266 |