|
NVDA
|
US |
NVIDIA CORP |
98,556 |
$13M |
8.86% |
-18.2%
|
- |
|
NOW
|
US |
SERVICENOW INC |
10,404 |
$11M |
7.39% |
-11.2%
|
- |
|
SNPS
|
US |
SYNOPSYS INC |
19,039 |
$9M |
6.19% |
25.3%
|
- |
|
DT
|
US |
DYNATRACE INC |
168,641 |
$9M |
6.14% |
-9.5%
|
- |
|
NICE
|
US |
NICE LTD - SPON ADR |
48,856 |
$8M |
5.56% |
12.6%
|
- |
|
ISRG
|
US |
INTUITIVE SURGICAL INC |
14,760 |
$8M |
5.16% |
-11.7%
|
- |
|
CRWD
|
US |
CROWDSTRIKE HOLDINGS INC - A |
22,525 |
$8M |
5.16% |
-38.6%
|
- |
|
AMD
|
US |
ADVANCED MICRO DEVICES |
62,022 |
$7M |
5.02% |
22.3%
|
- |
|
DDOG
|
US |
DATADOG INC - CLASS A |
51,346 |
$7M |
4.91% |
-63.2%
|
- |
|
PRCT
|
US |
PROCEPT BIOROBOTICS CORP |
91,071 |
$7M |
4.91% |
-2.7%
|
- |
|
NET
|
US |
CLOUDFLARE INC - CLASS A |
64,082 |
$7M |
4.62% |
100.0%
|
- |
|
PANW
|
US |
PALO ALTO NETWORKS INC |
34,946 |
$6M |
4.26% |
53.9%
|
- |
|
CDNS
|
US |
CADENCE DESIGN SYS INC |
21,003 |
$6M |
4.23% |
30.1%
|
- |
|
AME
|
US |
AMETEK INC |
33,646 |
$6M |
4.06% |
-6.8%
|
- |
|
KLAC
|
US |
KLA CORP |
7,828 |
$5M |
3.30% |
-17.7%
|
- |
|
PTC
|
US |
PTC INC |
25,708 |
$5M |
3.17% |
-8.3%
|
- |
|
AMAT
|
US |
APPLIED MATERIALS INC |
24,618 |
$4M |
2.68% |
-13.7%
|
- |
|
S
|
US |
SENTINELONE INC -CLASS A |
175,748 |
$4M |
2.61% |
-27.4%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
19,549 |
$4M |
2.59% |
100.0%
|
- |
|
HON
|
US |
HONEYWELL INTERNATIONAL INC |
12,056 |
$3M |
1.82% |
-27.4%
|
- |