|
NOW
|
US |
SERVICENOW INC |
988,000 |
$1,047M |
19.36% |
-
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
1,214,000 |
$711M |
13.14% |
-14.7%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
2,018,000 |
$443M |
8.18% |
-11.0%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
2,934,000 |
$394M |
7.28% |
-
|
- |
|
SHOP
|
US |
SHOPIFY INC - CLASS A |
3,682,000 |
$392M |
7.24% |
139.4%
|
- |
|
PANW
|
US |
PALO ALTO NETWORKS INC |
1,448,000 |
$263M |
4.87% |
170.7%
|
- |
|
AVGO
|
US |
BROADCOM INC |
1,120,000 |
$260M |
4.80% |
100.0%
|
- |
|
TEAM
|
US |
ATLASSIAN CORP-CL A |
851,000 |
$207M |
3.83% |
100.0%
|
- |
|
CVNA
|
US |
CARVANA CO |
989,000 |
$201M |
3.72% |
100.0%
|
- |
|
CPNG
|
US |
COUPANG INC |
8,935,000 |
$196M |
3.63% |
-18.9%
|
- |
|
HUBS
|
US |
HUBSPOT INC |
275,000 |
$192M |
3.54% |
-14.6%
|
- |
|
FICO
|
US |
FAIR ISAAC CORP |
75,000 |
$149M |
2.76% |
100.0%
|
- |
|
81764X103
|
- |
SERVICETITAN INC |
1,229,285 |
$126M |
2.34% |
100.0%
|
- |
|
RDDT
|
US |
REDDIT INC-CL A |
729,000 |
$119M |
2.20% |
100.0%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
533,000 |
$105M |
1.95% |
-
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
249,000 |
$105M |
1.94% |
-77.3%
|
- |
|
NFLX
|
US |
NETFLIX INC |
110,000 |
$98M |
1.81% |
100.0%
|
- |
|
SE
|
US |
SEA LTD-ADR |
909,000 |
$96M |
1.78% |
100.0%
|
- |
|
NU
|
US |
NU HOLDINGS LTD/CAYMAN ISL-A |
8,648,000 |
$90M |
1.66% |
-73.9%
|
- |
|
CRWD
|
US |
CROWDSTRIKE HOLDINGS INC - A |
255,000 |
$87M |
1.61% |
-44.8%
|
- |