Securities ▲▼ | Shares | Value | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| GLOBAL E ONLINE LTD SHS | 1,264,906 | 1,387,274 | +122,368 | $39.02M | $48.18M | 21.73% | +$9.16M |
| MercadoLibre, Inc.(MELI) | 20,521 | 26,393 | +5,872 | $35.48M | $44.80M | 20.21% | +$9.32M |
| DoorDash, Inc.(DASH) | 138,379 | 197,379 | +59,000 | $20.78M | $36.42M | 16.43% | +$15.64M |
| Axon Enterprise, Inc.(AXON) | 48,156 | 50,456 | +2,300 | $20.45M | $28.29M | 12.76% | +$7.83M |
| Shopify Inc.(SHOP) | 199,763 | 212,763 | +13,000 | $23.70M | $24.29M | 10.96% | +$597.4K |
| PTC Inc.(PTC) | 200,498 | 211,998 | +11,500 | $28.57M | $24.09M | 10.86% | -$4.48M |
| Booking Holdings Inc.(BKNG) | 3,505 | 87,625 | +84,120 | $14.76M | $15.62M | 7.05% | +$861.1K |