Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MONDAY COM LTD SHS | 565,200 | 1,442,900 | +877,700 | 137,434 | 453,763 | 71.82% | +316,329 |
| COUPANG INC(CPNG) | 1,088,390 | 998,390 | -90,000 | 23,868 | 29,912 | 4.73% | +6,043 |
| META PLATFORMS INC(META) | 88,507 | 76,007 | -12,500 | 51,012 | 56,100 | 8.88% | +5,088 |
| FLUTTER ENTMT PLC(FLUT) | 70,250 | 70,250 | 0 | 15,564 | 20,075 | 3.18% | +4,511 |
| ALPHABET INC(GOOG) | 135,800 | 135,800 | 0 | 21,216 | 24,090 | 3.81% | +2,874 |
| AMAZON COM INC(AMZN) | 84,000 | 84,000 | 0 | 15,982 | 18,429 | 2.92% | +2,447 |
| MICROSOFT CORP(MSFT) | 20,000 | 20,000 | 0 | 7,508 | 9,948 | 1.57% | +2,440 |
| BRAGG GAMING GROUP INC(BRAG) | 446,000 | 446,000 | 0 | 1,833 | 1,931 | 0.31% | +98 |
| ATLASSIAN CORPORATION | 40,000 | 40,000 | 0 | 8,488 | 8,124 | 1.29% | -365 |
| BERKSHIRE HATHAWAY INC DEL | 13 | 13 | 0 | 10,380 | 9,474 | 1.50% | -905 |