Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| DOORDASH INC(DASH) | 138,379 | 197,379 | +59,000 | 20,778 | 36,422 | 16.43% | +15,645 |
| MERCADOLIBRE INC(MELI) | 20,521 | 26,393 | +5,872 | 35,481 | 44,799 | 20.21% | +9,318 |
| GLOBAL E ONLINE LTD SHS | 1,264,906 | 1,387,274 | +122,368 | 39,022 | 48,180 | 21.73% | +9,158 |
| AXON ENTERPRISE INC(AXON) | 48,156 | 50,456 | +2,300 | 20,451 | 28,286 | 12.76% | +7,835 |
| BOOKING HOLDINGS INC(BKNG) | 3,505 | 87,625 | +84,120 | 14,757 | 15,618 | 7.05% | +861 |
| SHOPIFY INC(SHOP) | 199,763 | 212,763 | +13,000 | 23,696 | 24,293 | 10.96% | +597 |
| PTC INC(PTC) | 200,498 | 211,998 | +11,500 | 28,569 | 24,085 | 10.86% | -4,484 |