|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
1,923,365 |
$380M |
13.97% |
-2.7%
|
- |
|
HDB
|
US |
HDFC BANK LTD-ADR |
2,958,274 |
$189M |
6.95% |
0.9%
|
- |
|
RACE
|
US |
FERRARI NV |
365,579 |
$156M |
5.73% |
-12.3%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
1,149,783 |
$154M |
5.68% |
-26.3%
|
- |
|
BABA
|
US |
ALIBABA GROUP HOLDING-SP ADR |
1,589,007 |
$135M |
4.96% |
-4.1%
|
- |
|
IBN
|
US |
ICICI BANK LTD-SPON ADR |
4,332,806 |
$129M |
4.76% |
-3.3%
|
- |
|
LIN
|
US |
LINDE PLC |
299,385 |
$125M |
4.61% |
-7.3%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
252,058 |
$106M |
3.91% |
-3.0%
|
- |
|
GLOB
|
US |
GLOBANT SA |
397,309 |
$85M |
3.13% |
-2.4%
|
- |
|
MA
|
US |
MASTERCARD INC - A |
157,479 |
$83M |
3.05% |
2.5%
|
- |
|
AAPL
|
US |
APPLE INC |
323,181 |
$81M |
2.98% |
-4.3%
|
- |
|
TCOM
|
US |
TRIP.COM GROUP LTD-ADR |
1,155,749 |
$79M |
2.92% |
-2.0%
|
- |
|
MELI
|
US |
MERCADOLIBRE INC |
42,225 |
$72M |
2.64% |
-5.0%
|
- |
|
MTD
|
US |
METTLER-TOLEDO INTERNATIONAL |
55,812 |
$68M |
2.51% |
-14.6%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
114,033 |
$67M |
2.46% |
100.0%
|
- |
|
CDNS
|
US |
CADENCE DESIGN SYS INC |
208,588 |
$63M |
2.31% |
-9.6%
|
- |
|
DECK
|
US |
DECKERS OUTDOOR CORP |
284,050 |
$58M |
2.12% |
100.0%
|
- |
|
JD
|
US |
JD.COM INC-ADR |
1,644,281 |
$57M |
2.10% |
-0.9%
|
- |
|
ADSK
|
US |
AUTODESK INC |
181,056 |
$54M |
1.97% |
-14.9%
|
- |
|
VEEV
|
US |
VEEVA SYSTEMS INC-CLASS A |
246,528 |
$52M |
1.91% |
0.4%
|
- |