Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| XOMETRY INC(XMTR) | 421,097 | 259,008 | -162,089 | 17,198 | 24,999 | 5.00% | +7,802 |
| COGNEX CORP(CGNX) | 414,638 | 351,942 | -62,696 | 20,313 | 25,488 | 5.10% | +5,175 |
| DATADOG INC(DDOG) | 176,510 | 97,832 | -78,678 | 20,837 | 25,472 | 5.09% | +4,635 |
| WARBY PARKER INC(WRBY) | 0 | 139,589 | +139,589 | 0 | 4,235 | 0.85% | +4,235 |
| PARK AEROSPACE CORP(PKE) | 0 | 108,882 | +108,882 | 0 | 4,155 | 0.83% | +4,155 |
| CRYOPORT INC(CYRX) | 780,564 | 670,057 | -110,507 | 6,463 | 10,520 | 2.10% | +4,057 |
| PDF SOLUTIONS INC(PDFS) | 104,322 | 102,231 | -2,091 | 3,412 | 7,237 | 1.45% | +3,825 |
| CORCEPT THERAPEUTICS INC(CORT) | 93,693 | 84,041 | -9,652 | 3,777 | 7,307 | 1.46% | +3,531 |
| VERICEL CORP(VCEL) | 592,494 | 504,049 | -88,445 | 19,061 | 22,425 | 4.48% | +3,365 |
| KARMAN HLDGS INC(KRMN) | 0 | 62,678 | +62,678 | 0 | 3,129 | 0.63% | +3,129 |
| AGILYSYS INC(AGYS) | 153,392 | 132,299 | -21,093 | 10,912 | 13,825 | 2.76% | +2,913 |
| AMERICAN SUPERCONDUCTOR CORP | 0 | 68,156 | +68,156 | 0 | 2,829 | 0.57% | +2,829 |
| FIGURE TECHNOLOGY SOLUTIO(FGRS) | 0 | 91,344 | +91,344 | 0 | 2,805 | 0.56% | +2,805 |
| CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES | 15,956 | 15,703 | -253 | 1,498 | 4,270 | 0.85% | +2,773 |
| RED VIOLET INC(RDVT) | 135,602 | 116,602 | -19,000 | 4,692 | 7,430 | 1.49% | +2,738 |
| LOAR HOLDINGS INC(LOAR) | 74,228 | 84,816 | +10,588 | 4,253 | 6,837 | 1.37% | +2,584 |
| HEARTFLOW INC(HTFL) | 0 | 82,091 | +82,091 | 0 | 2,409 | 0.48% | +2,409 |
| VERACYTE INC(VCYT) | 107,819 | 96,023 | -11,796 | 3,473 | 5,639 | 1.13% | +2,167 |
| UFP TECHNOLOGIES INC(UFPT) | 58,807 | 50,689 | -8,118 | 11,385 | 13,439 | 2.69% | +2,054 |
| SITIME CORP(SITM) | 4,479 | 4,614 | +135 | 1,547 | 3,440 | 0.69% | +1,893 |
| AXOGEN INC(AXGN) | 259,549 | 225,207 | -34,342 | 8,599 | 10,402 | 2.08% | +1,803 |
| KRYSTAL BIOTECH INC(KRYS) | 9,247 | 10,968 | +1,721 | 2,389 | 4,076 | 0.81% | +1,688 |
| XPEL INC(XPEL) | 51,616 | 79,064 | +27,448 | 2,285 | 3,922 | 0.78% | +1,637 |
| MAMAS CREATIONS INC(MAMA) | 361,268 | 328,395 | -32,873 | 5,542 | 5,862 | 1.17% | +320 |
| AMAZON COM INC(AMZN) | 0 | 903 | +903 | 0 | 215 | 0.04% | +215 |
| AVEPOINT INC | 237,280 | 206,292 | -30,988 | 2,257 | 2,313 | 0.46% | +56 |
| ALPHABET INC(GOOG) | 744 | 744 | 0 | 214 | 266 | 0.05% | +52 |
| APPLE INC(AAPL) | 952 | 952 | 0 | 242 | 275 | 0.06% | +34 |
| DUOLINGO INC(DUOL) | 35,299 | 30,304 | -4,995 | 3,479 | 3,486 | 0.70% | +6 |
| INTAPP INC(INTA) | 113,419 | 98,603 | -14,816 | 2,914 | 2,486 | 0.50% | -428 |
| RXSIGHT INC(RXST) | 248,896 | 216,300 | -32,596 | 1,533 | 1,043 | 0.21% | -491 |
| REPLIGEN CORP(RGEN) | 169,996 | 140,899 | -29,097 | 20,029 | 19,224 | 3.84% | -805 |
| VERTEX INC(VERX) | 434,579 | 373,824 | -60,755 | 5,167 | 4,292 | 0.86% | -876 |
| APPFOLIO INC(APPF) | 108,134 | 99,549 | -8,585 | 17,066 | 15,963 | 3.19% | -1,103 |
| GLAUKOS CORP(GKOS) | 230,028 | 167,920 | -62,108 | 24,765 | 23,468 | 4.69% | -1,296 |
| Q2 HLDGS INC(QTWO) | 252,699 | 218,489 | -34,210 | 11,953 | 10,509 | 2.10% | -1,443 |
| MANHATTAN ASSOCIATES INC(MANH) | 134,011 | 116,118 | -17,893 | 17,840 | 16,169 | 3.23% | -1,670 |
| BADGER METER INC | 72,119 | 62,218 | -9,901 | 10,987 | 9,232 | 1.85% | -1,755 |
| SPS COMM INC(SPSC) | 72,362 | 38,208 | -34,154 | 4,028 | 2,184 | 0.44% | -1,844 |
| NCINO INC(NCNO) | 529,786 | 370,368 | -159,418 | 7,936 | 6,056 | 1.21% | -1,881 |
| ORTHOPEDIATRICS CORP(KIDS) | 310,548 | 153,314 | -157,234 | 4,928 | 2,933 | 0.59% | -1,995 |
| BIO-TECHNE CORP(TECH) | 309,561 | 197,665 | -111,896 | 16,178 | 13,965 | 2.79% | -2,213 |
| INSPIRE MED SYS INC(INSP) | 84,368 | 43,951 | -40,417 | 4,352 | 1,961 | 0.39% | -2,391 |
| VEEVA SYS INC(VEEV) | 114,935 | 99,469 | -15,466 | 20,189 | 17,653 | 3.53% | -2,537 |
| WORKIVA INC(WK) | 148,997 | 128,497 | -20,500 | 8,885 | 6,233 | 1.25% | -2,651 |
| ENERGY RECOVERY INC(ERII) | 538,063 | 282,866 | -255,197 | 5,418 | 2,551 | 0.51% | -2,867 |
| GUIDEWIRE SOFTWARE INC(GWRE) | 130,955 | 133,623 | +2,668 | 19,586 | 16,442 | 3.29% | -3,143 |
| TRANSMEDICS GROUP INC(TMDX) | 97,954 | 89,828 | -8,126 | 9,738 | 5,966 | 1.19% | -3,771 |
| CHECK POINT SOFTWARE TECH LT ORD | 32,253 | 0 | -32,253 | 4,607 | 0 | — | -4,607 |
| DOUBLEVERIFY HLDGS INC(DV) | 584,579 | 0 | -584,579 | 5,554 | 0 | — | -5,554 |
| PAYCOM SOFTWARE INC(PAYC) | 104,486 | 53,823 | -50,663 | 12,699 | 6,764 | 1.35% | -5,935 |
| CYTEK BIOSCIENCES INC(CTKB) | 1,480,506 | 0 | -1,480,506 | 6,470 | 0 | — | -6,470 |
| TYLER TECHNOLOGIES INC(TYL) | 52,926 | 38,028 | -14,898 | 18,121 | 11,122 | 2.22% | -6,999 |
| ATLASSIAN CORPORATION | 130,838 | 0 | -130,838 | 8,930 | 0 | — | -8,930 |
| ALARM COM HLDGS INC | 359,177 | 120,604 | -238,573 | 15,513 | 5,635 | 1.13% | -9,878 |
| FLUTTER ENTMT PLC(FLUT) | 111,273 | 0 | -111,273 | 11,344 | 0 | — | -11,344 |
| CLEARWATER ANALYTICS HLDGS I | 555,511 | 0 | -555,511 | 13,138 | 0 | — | -13,138 |
| ICON PLC(ICLR) | 158,018 | 0 | -158,018 | 17,486 | 0 | — | -17,486 |
| GLOBAL E ONLINE LTD SHS | 1,398,886 | 685,480 | -713,406 | 43,156 | 23,807 | 4.76% | -19,349 |
| CELLEBRITE DI LTD(CLBT) | 2,702,379 | 1,140,261 | -1,562,118 | 37,239 | 16,648 | 3.33% | -20,591 |
| SHOPIFY INC(SHOP) | 201,723 | 0 | -201,723 | 23,928 | 0 | — | -23,928 |
| MERCADOLIBRE INC(MELI) | 14,156 | 0 | -14,156 | 24,476 | 0 | — | -24,476 |
| CAMTEK LTD(CAMT) | 620,098 | 178,944 | -441,154 | 94,013 | 29,189 | 5.84% | -64,824 |