|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
2,026,277 |
$400M |
60.32% |
-
|
- |
|
NVDA
|
US |
NVIDIA CORP |
1,438,022 |
$193M |
29.11% |
-
|
- |
|
MNDY
|
US |
MONDAY.COM LTD |
48,073 |
$11M |
1.71% |
8.8%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
40,000 |
$9M |
1.32% |
100.0%
|
- |
|
SQ
|
US |
BLOCK INC |
86,860 |
$7M |
1.11% |
-16.4%
|
- |
|
PCOR
|
US |
PROCORE TECHNOLOGIES INC |
86,821 |
$7M |
0.98% |
-2.0%
|
- |
|
SPOT
|
US |
SPOTIFY TECHNOLOGY SA |
14,322 |
$6M |
0.97% |
-2.0%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
10,000 |
$6M |
0.88% |
-90.7%
|
- |
|
DUOL
|
US |
DUOLINGO |
17,312 |
$6M |
0.85% |
-25.3%
|
- |
|
DDOG
|
US |
DATADOG INC - CLASS A |
38,359 |
$5M |
0.83% |
-16.3%
|
- |
|
SNOW
|
US |
SNOWFLAKE INC-CLASS A |
35,695 |
$6M |
0.83% |
-2.0%
|
- |
|
NET
|
US |
CLOUDFLARE INC - CLASS A |
31,730 |
$3M |
0.51% |
-2.0%
|
- |
|
MORN
|
US |
MORNINGSTAR INC |
4,100 |
$1M |
0.21% |
-
|
- |
|
CCCS
|
US |
CCC INTELLIGENT SOLUTIONS HO |
110,700 |
$1M |
0.20% |
13.1%
|
- |
|
MEDP
|
US |
MEDPACE HOLDINGS INC |
3,700 |
$1M |
0.19% |
8.8%
|
- |