Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| PTC INC(PTC) | 55,900 | 149,930 | +94,030 | 10,278 | 23,232 | 16.04% | +12,953 |
| MERCADOLIBRE INC(MELI) | 15,091 | 15,091 | 0 | 25,661 | 29,441 | 20.32% | +3,779 |
| DOORDASH INC(DASH) | 116,418 | 116,418 | 0 | 19,529 | 21,278 | 14.69% | +1,749 |
| SHOPIFY INC(SHOP) | 175,013 | 175,013 | 0 | 18,609 | 16,710 | 11.54% | -1,899 |
| AXON ENTERPRISE INC(AXON) | 31,342 | 31,342 | 0 | 18,627 | 16,484 | 11.38% | -2,143 |
| GLOBAL E ONLINE LTD SHS | 535,897 | 683,265 | +147,368 | 29,222 | 24,358 | 16.81% | -4,864 |
| BOOKING HOLDINGS INC(BKNG) | 5,500 | 2,900 | -2,600 | 27,326 | 13,360 | 9.22% | -13,966 |