| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 451,963 | USD 93,750,685 -0.6% | USD 207.43 -0.6% | |
| MDB (MongoDB) | 153,765 | USD 57,111,396 -0.7% | USD 371.42 -0.7% | |
| DDOG (Datadog Inc) | 273,196 | USD 54,054,561 -0.9% | USD 197.86 -0.9% | |
| ANET (Arista Networks) | 349,415 | USD 47,146,566 -1.7% | USD 134.93 -1.7% | |
| IDCC (InterDigital Inc) | 122,363 | USD 45,473,762 1.8% | USD 371.63 1.8% | |
| 6701.T (NEC Corporation) | 1,210,100 | JPY 45,045,252 2.2% | JPY 37.2244 2.2% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,245,000 | TWD 39,257,118 -2.1% | TWD 31.5318 -2.1% | |
| CRWD (Crowdstrike Holdings Inc) | 70,129 | USD 39,042,918 -0.1% | USD 556.73 -0.1% | |
| AKAM (Akamai Technologies Inc) | 419,241 | USD 37,987,427 4.0% | USD 90.61 4.0% | |
| 6702.T (Fujitsu Limited) | 1,361,300 | JPY 37,704,611 4.9% | JPY 27.6975 4.9% | |
| PANW (Palo Alto Networks Inc) | 167,396 | USD 36,537,525 0.8% | USD 218.27 0.8% | |
| ZS (Zscaler Inc) | 110,107 | USD 36,477,348 0.7% | USD 331.29 0.7% | |
| CSCO (Cisco Systems Inc) | 501,216 | USD 35,942,199 -0.5% | USD 71.71 -0.5% | |
| 3626.T (TIS Inc.) | 1,026,200 | JPY 33,461,377 1.6% | JPY 32.6071 1.6% | |
| CFLT (Confluent Inc) | 1,353,323 | USD 33,088,747 3.9% | USD 24.45 3.9% | |
| DLR (Digital Realty Trust Inc) | 184,254 | USD 31,059,697 -0.4% | USD 168.57 -0.4% | |
| 9735.T (SECOM CO., LTD.) | 885,400 | JPY 30,647,024 0.0% | JPY 34.6138 0.0% | |
| WIPRO.BO (Wipro Ltd.) | 10,999,681 | INR 30,017,003 0.9% | INR 2.7289 0.9% | |
| NTNX (Nutanix Inc) | 436,917 | USD 29,950,660 -5.3% | USD 68.55 -5.3% | |
| EQIX (Equinix Inc) | 36,084 | USD 29,626,407 -0.9% | USD 821.04 -0.9% | |
| DOCU (DocuSign Inc) | 423,993 | USD 29,191,918 -1.1% | USD 68.85 -1.1% | |
| CHKP (Check Point Software Technologies Ltd) | 142,236 | USD 29,071,616 1.1% | USD 204.39 1.1% | |
| MIR (Mirion Technologies Inc) | 1,062,605 | USD 28,509,692 -1.1% | USD 26.83 -1.1% | |
| DT (Dynatrace Holdings LLC) | 606,003 | USD 28,373,060 0.2% | USD 46.82 0.2% | |
| RBRK (Rubrik, Inc.) | 374,842 | USD 28,349,300 -0.6% | USD 75.63 -0.6% | |
| BAH (Booz Allen Hamilton Holding) | 324,360 | USD 28,242,025 -0.3% | USD 87.07 -0.3% | |
| OKTA (Okta Inc) | 324,202 | USD 27,745,207 -0.2% | USD 85.58 -0.2% | |
| FTNT (Fortinet Inc) | 321,779 | USD 26,920,031 1.7% | USD 83.66 1.7% | |
| FFIV (F5 Networks Inc) | 111,640 | USD 26,627,256 -0.9% | USD 238.51 -0.9% | |
| QLYS (Qualys Inc) | 171,184 | USD 26,328,099 1.2% | USD 153.8 1.2% | |
| S (SentinelOne Inc) | 1,493,161 | USD 25,801,822 0.5% | USD 17.28 0.5% | |
| ACN (Accenture plc) | 101,878 | USD 24,711,528 -0.8% | USD 242.56 -0.8% | |
| 4768.T (Otsuka Corporation) | 1,191,400 | JPY 23,335,146 -0.4% | JPY 19.5863 -0.4% | |
| OSIS (OSI Systems Inc) | 79,219 | USD 22,732,684 0.5% | USD 286.96 0.5% | |
| CVLT (CommVault Systems Inc) | 174,537 | USD 22,441,967 -1.4% | USD 128.58 -1.4% | |
| BCO (Brinks Company) | 197,921 | USD 22,287,884 -1.0% | USD 112.61 -1.0% | |
| 4704.T (Trend Micro Incorporated) | 435,000 | JPY 22,243,660 0.5% | JPY 51.1348 0.5% | |
| BOX (Box Inc) | 682,410 | USD 21,912,185 0.5% | USD 32.11 0.5% | |
| PI (Impinj Inc) | 136,579 | USD 21,183,403 -3.4% | USD 155.1 -3.4% | |
| KD (Kyndryl Holdings Inc) | 810,583 | USD 20,815,771 -1.5% | USD 25.68 -1.5% | |
| VRNS (Varonis Systems) | 526,277 | USD 18,824,928 3.9% | USD 35.77 3.9% | |
| UI (Ubiquiti Networks Inc) | 29,844 | USD 17,350,406 -1.4% | USD 581.37 -1.4% | |
| CALX (Calix Inc) | 273,643 | USD 17,223,090 -1.8% | USD 62.94 -1.8% | |
| TENB (Tenable Holdings Inc) | 576,832 | USD 16,180,138 0.0% | USD 28.05 0.0% | |
| 763.HK (ZTE CORP H) | 3,569,000 | HKD 14,283,073 -2.2% | HKD 4.00198 -2.2% | |
| ADT (ADT Inc) | 1,747,976 | USD 14,193,565 -0.1% | USD 8.12 -0.1% | |
| DXC (DXC Technology Co) | 859,616 | USD 11,622,008 | USD 13.52 | |
| BB.TO (BlackBerry Ltd) | 2,552,151 | CAD 11,621,386 -1.6% | CAD 4.55357 -1.6% | |
| ALRM (Alarm.com Holdings Inc) | 224,003 | USD 11,332,312 0.3% | USD 50.59 0.3% | |
| EXTR (Extreme Networks Inc) | 629,988 | USD 11,049,990 -2.1% | USD 17.54 -2.1% | |
| NTCT (NetScout Systems Inc) | 333,829 | USD 9,447,361 -3.3% | USD 28.3 -3.3% | |
| ASGN (ASGN Inc) | 204,990 | USD 9,179,452 2.9% | USD 44.78 2.9% | |
| FSLY (Fastly Inc) | 641,869 | USD 7,696,009 0.5% | USD 11.99 0.5% | |
| AVPT (Avepoint Inc) | 585,345 | USD 7,586,071 2.3% | USD 12.96 2.3% | |
| ARLO (Arlo Technologies) | 483,930 | USD 7,457,361 -2.3% | USD 15.41 -2.3% | |
| NSSC (NAPCO Security Technologies Inc) | 168,637 | USD 7,011,926 -1.8% | USD 41.58 -1.8% | |
| DGII (Digi International Inc) | 174,345 | USD 6,222,373 0.4% | USD 35.69 0.4% | |
| ATEN (A10 Network) | 338,395 | USD 5,820,394 -0.1% | USD 17.2 -0.1% | |
| 489790.KQ (HANWHA VISION LTD) | 157,021 | KRW 5,327,019 9.4% | KRW 33.9255 9.4% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,527,000 | TWD 5,262,465 -1.1% | TWD 3.44628 -1.1% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 414,200 | JPY 5,040,821 1.2% | JPY 12.17 1.2% | |
| 6214.TW (SYSTEX CORP) | 1,142,000 | TWD 4,689,674 1.4% | TWD 4.10654 1.4% | |
| TMV.DE (TeamViewer SE) | 621,404 | EUR 4,319,505 0.8% | EUR 6.9512 0.8% | |
| 022100.KS (POSCO DX COMPANY LTD) | 241,869 | KRW 4,305,219 -0.8% | KRW 17.7998 -0.8% | |
| RPD (Rapid7 Inc) | 301,117 | USD 4,272,850 1.1% | USD 14.19 1.1% | |
| 012750.KS (S-1 CORP) | 84,792 | KRW 4,252,636 -3.6% | KRW 50.1537 -3.6% | |
| NTGR (NETGEAR Inc) | 137,182 | USD 4,015,317 -1.2% | USD 29.27 -1.2% | |
| 5388.TW (SERCOMM CORP) | 1,422,000 | TWD 3,741,864 -0.2% | TWD 2.63141 -0.2% | |
| 4722.T (Future Corporation) | 227,000 | JPY 3,167,990 -0.1% | JPY 13.9559 -0.1% | |
| ADTN (ADTRAN Inc) | 382,567 | USD 3,072,013 0.1% | USD 8.03 0.1% | |
| 3076.T (Ai Holdings Corporation) | 176,200 | JPY 3,040,318 -0.1% | JPY 17.2549 -0.1% | |
| NCC.L (NCC Group plc) | 1,431,755 | GBP 2,765,685 1.0% | GBP 1.93167 1.0% | |
| GDYN (Grid Dynamics Holdings Inc) | 308,280 | USD 2,648,125 -2.3% | USD 8.59 -2.3% | |
| 2326.T (Digital Arts Inc.) | 54,400 | JPY 2,600,149 -1.4% | JPY 47.7969 -1.4% | |
| 4432.T (WingArc1st Inc.) | 110,700 | JPY 2,505,371 0.8% | JPY 22.6321 0.8% | |
| 3762.T (TechMatrix Corporation) | 184,600 | JPY 2,476,758 0.5% | JPY 13.4169 0.5% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,414,093 1.9% | USD 12.9 1.9% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,223,900 | MYR 2,407,121 0.7% | MYR 1.08239 0.7% | |
| TEJASNET.BO (Tejas Networks Limited) | 390,570 | INR 2,233,608 0.3% | INR 5.71884 0.3% | |
| 6588.T (Toshiba Tec Corporation) | 121,200 | JPY 2,221,167 -9.4% | JPY 18.3265 -9.4% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 3,018,000 | HKD 2,198,115 -1.2% | HKD 0.728335 -1.2% | |
| 3059.TW (ALTEK CORP) | 1,310,094 | TWD 1,839,735 -2.3% | TWD 1.40428 -2.3% | |
| TNXT.MI (Tinexta Spa) | 104,612 | EUR 1,795,205 1.0% | EUR 17.1606 1.0% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 532,000 | TWD 1,747,745 -3.0% | TWD 3.28523 -3.0% | |
| 3962.T (CHANGE Holdings,Inc.) | 202,700 | JPY 1,466,427 0.2% | JPY 7.23447 0.2% | |
| 050890.KQ (SOLiD, Inc.) | 257,390 | KRW 1,412,259 1.5% | KRW 5.48685 1.5% | |
| 2332.TW (D-LINK CORP) | 2,492,000 | TWD 1,288,218 1.4% | TWD 0.516941 1.4% | |
| 3844.T (Comture Corporation) | 118,200 | JPY 1,208,214 -0.1% | JPY 10.2218 -0.1% | |
| OVH.PA (OVH Groupe SAS) | 130,105 | EUR 1,144,248 -2.2% | EUR 8.7948 -2.2% | |
| 053800.KQ (AhnLab, Inc.) | 25,580 | KRW 1,060,954 0.7% | KRW 41.4759 0.7% | |
| UIS (Unisys Corporation) | 326,576 | USD 920,944 0.7% | USD 2.82 0.7% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 451,963 | USD 94,342,757 4.8% | USD 208.74 4.8% | |
| MDB (MongoDB) | 153,765 | USD 57,491,196 3.6% | USD 373.89 3.6% | |
| DDOG (Datadog Inc) | 273,196 | USD 54,562,705 4.4% | USD 199.72 4.4% | |
| ANET (Arista Networks) | 349,415 | USD 47,960,703 1.9% | USD 137.26 1.9% | |
| IDCC (InterDigital Inc) | 122,363 | USD 44,662,495 -1.4% | USD 365 -1.4% | |
| 6701.T (NEC Corporation) | 1,210,100 | JPY 44,085,048 1.8% | JPY 36.4309 1.8% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,245,000 | TWD 40,088,727 -0.6% | TWD 32.1998 -0.6% | |
| CRWD (Crowdstrike Holdings Inc) | 70,129 | USD 39,099,021 3.3% | USD 557.53 3.3% | |
| AKAM (Akamai Technologies Inc) | 419,241 | USD 36,524,276 4.0% | USD 87.12 4.0% | |
| PANW (Palo Alto Networks Inc) | 167,396 | USD 36,247,930 2.0% | USD 216.54 2.0% | |
| ZS (Zscaler Inc) | 110,107 | USD 36,214,192 2.8% | USD 328.9 2.8% | |
| CSCO (Cisco Systems Inc) | 501,216 | USD 36,132,661 1.4% | USD 72.09 1.4% | |
| 6702.T (Fujitsu Limited) | 1,361,300 | JPY 35,957,868 1.1% | JPY 26.4144 1.1% | |
| 3626.T (TIS Inc.) | 1,026,200 | JPY 32,948,718 2.4% | JPY 32.1075 2.4% | |
| CFLT (Confluent Inc) | 1,353,323 | USD 31,843,690 3.7% | USD 23.53 3.7% | |
| NTNX (Nutanix Inc) | 436,917 | USD 31,632,791 4.0% | USD 72.4 4.0% | |
| DLR (Digital Realty Trust Inc) | 184,254 | USD 31,177,619 -0.4% | USD 169.21 -0.4% | |
| 9735.T (SECOM CO., LTD.) | 885,400 | JPY 30,635,087 1.2% | JPY 34.6003 1.2% | |
| EQIX (Equinix Inc) | 36,084 | USD 29,882,243 0.4% | USD 828.13 0.4% | |
| WIPRO.BO (Wipro Ltd.) | 10,999,681 | INR 29,742,542 1.4% | INR 2.70395 1.4% | |
| DOCU (DocuSign Inc) | 423,993 | USD 29,531,112 -0.1% | USD 69.65 -0.1% | |
| MIR (Mirion Technologies Inc) | 1,062,605 | USD 28,839,100 -1.1% | USD 27.14 -1.1% | |
| CHKP (Check Point Software Technologies Ltd) | 142,236 | USD 28,747,318 0.9% | USD 202.11 0.9% | |
| RBRK (Rubrik, Inc.) | 374,842 | USD 28,514,231 4.2% | USD 76.07 4.2% | |
| BAH (Booz Allen Hamilton Holding) | 324,360 | USD 28,316,628 -0.2% | USD 87.3 -0.2% | |
| DT (Dynatrace Holdings LLC) | 606,003 | USD 28,312,460 -1.1% | USD 46.72 -1.1% | |
| OKTA (Okta Inc) | 324,202 | USD 27,795,458 0.6% | USD 85.735 0.6% | |
| FFIV (F5 Networks Inc) | 111,640 | USD 26,879,563 -2.0% | USD 240.77 -2.0% | |
| FTNT (Fortinet Inc) | 321,779 | USD 26,475,976 0.6% | USD 82.28 0.6% | |
| QLYS (Qualys Inc) | 171,184 | USD 26,018,256 1.5% | USD 151.99 1.5% | |
| S (SentinelOne Inc) | 1,493,161 | USD 25,667,438 1.6% | USD 17.19 1.6% | |
| ACN (Accenture plc) | 101,878 | USD 24,914,265 -0.5% | USD 244.55 -0.5% | |
| 4768.T (Otsuka Corporation) | 1,191,400 | JPY 23,434,334 -0.3% | JPY 19.6696 -0.3% | |
| CVLT (CommVault Systems Inc) | 174,537 | USD 22,755,261 2.3% | USD 130.375 2.3% | |
| OSIS (OSI Systems Inc) | 79,219 | USD 22,619,401 0.2% | USD 285.53 0.2% | |
| BCO (Brinks Company) | 197,921 | USD 22,517,472 0.9% | USD 113.77 0.9% | |
| 4704.T (Trend Micro Incorporated) | 435,000 | JPY 22,124,866 -0.1% | JPY 50.8618 -0.1% | |
| PI (Impinj Inc) | 136,579 | USD 21,922,295 -1.9% | USD 160.51 -1.9% | |
| BOX (Box Inc) | 682,410 | USD 21,803,000 1.9% | USD 31.95 1.9% | |
| KD (Kyndryl Holdings Inc) | 810,583 | USD 21,123,793 -1.1% | USD 26.06 -1.1% | |
| VRNS (Varonis Systems) | 526,277 | USD 18,124,980 0.9% | USD 34.44 0.9% | |
| UI (Ubiquiti Networks Inc) | 29,844 | USD 17,590,949 -3.7% | USD 589.43 -3.7% | |
| CALX (Calix Inc) | 273,643 | USD 17,545,989 0.1% | USD 64.12 0.1% | |
| TENB (Tenable Holdings Inc) | 576,832 | USD 16,185,906 1.4% | USD 28.06 1.4% | |
| 763.HK (ZTE CORP H) | 3,569,000 | HKD 14,599,484 1.0% | HKD 4.09064 1.0% | |
| ADT (ADT Inc) | 1,747,976 | USD 14,211,045 -1.7% | USD 8.13 -1.7% | |
| BB.TO (BlackBerry Ltd) | 2,552,151 | CAD 11,807,849 1.9% | CAD 4.62663 1.9% | |
| DXC (DXC Technology Co) | 859,616 | USD 11,622,008 2.7% | USD 13.52 2.7% | |
| ALRM (Alarm.com Holdings Inc) | 224,003 | USD 11,303,191 1.2% | USD 50.46 1.2% | |
| EXTR (Extreme Networks Inc) | 629,988 | USD 11,283,085 2.8% | USD 17.91 2.8% | |
| NTCT (NetScout Systems Inc) | 333,829 | USD 9,769,506 1.9% | USD 29.265 1.9% | |
| ASGN (ASGN Inc) | 204,990 | USD 8,917,065 -0.4% | USD 43.5 -0.4% | |
| FSLY (Fastly Inc) | 641,869 | USD 7,657,497 3.2% | USD 11.93 3.2% | |
| ARLO (Arlo Technologies) | 483,930 | USD 7,631,576 6.3% | USD 15.77 6.3% | |
| AVPT (Avepoint Inc) | 585,345 | USD 7,416,321 4.9% | USD 12.67 4.9% | |
| NSSC (NAPCO Security Technologies Inc) | 168,637 | USD 7,141,777 0.5% | USD 42.35 0.5% | |
| DGII (Digi International Inc) | 174,345 | USD 6,197,965 0.4% | USD 35.55 0.4% | |
| ATEN (A10 Network) | 338,395 | USD 5,823,778 -0.1% | USD 17.21 -0.1% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,527,000 | TWD 5,320,901 -0.4% | TWD 3.48455 -0.4% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 414,200 | JPY 4,979,703 0.6% | JPY 12.0225 0.6% | |
| 489790.KQ (HANWHA VISION LTD) | 157,021 | KRW 4,868,030 1.5% | KRW 31.0024 1.5% | |
| 6214.TW (SYSTEX CORP) | 1,142,000 | TWD 4,624,153 -2.2% | TWD 4.04917 -2.2% | |
| 012750.KS (S-1 CORP) | 84,792 | KRW 4,410,469 1.9% | KRW 52.0152 1.9% | |
| 022100.KS (POSCO DX COMPANY LTD) | 241,869 | KRW 4,340,811 2.9% | KRW 17.947 2.9% | |
| TMV.DE (TeamViewer SE) | 621,404 | EUR 4,287,087 2.2% | EUR 6.89903 2.2% | |
| RPD (Rapid7 Inc) | 301,117 | USD 4,227,683 -1.1% | USD 14.04 -1.1% | |
| NTGR (NETGEAR Inc) | 137,182 | USD 4,064,703 1.1% | USD 29.63 1.1% | |
| 5388.TW (SERCOMM CORP) | 1,422,000 | TWD 3,748,384 -1.2% | TWD 2.63599 -1.2% | |
| 4722.T (Future Corporation) | 227,000 | JPY 3,171,177 0.2% | JPY 13.9699 0.2% | |
| ADTN (ADTRAN Inc) | 382,567 | USD 3,068,187 0.6% | USD 8.02 0.6% | |
| 3076.T (Ai Holdings Corporation) | 176,200 | JPY 3,044,853 0.1% | JPY 17.2807 0.1% | |
| NCC.L (NCC Group plc) | 1,431,755 | GBP 2,737,218 1.5% | GBP 1.91179 1.5% | |
| GDYN (Grid Dynamics Holdings Inc) | 308,280 | USD 2,709,781 -0.3% | USD 8.79 -0.3% | |
| 2326.T (Digital Arts Inc.) | 54,400 | JPY 2,637,982 0.0% | JPY 48.4923 0.0% | |
| 4432.T (WingArc1st Inc.) | 110,700 | JPY 2,486,429 1.3% | JPY 22.461 1.3% | |
| 3762.T (TechMatrix Corporation) | 184,600 | JPY 2,465,008 -0.6% | JPY 13.3532 -0.6% | |
| 6588.T (Toshiba Tec Corporation) | 121,200 | JPY 2,450,829 2.0% | JPY 20.2214 2.0% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,223,900 | MYR 2,389,623 1.1% | MYR 1.07452 1.1% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,369,180 3.4% | USD 12.66 3.4% | |
| TEJASNET.BO (Tejas Networks Limited) | 390,570 | INR 2,227,834 -3.2% | INR 5.70406 -3.2% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 3,018,000 | HKD 2,224,527 -0.5% | HKD 0.737086 -0.5% | |
| 3059.TW (ALTEK CORP) | 1,310,094 | TWD 1,883,096 0.8% | TWD 1.43737 0.8% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 532,000 | TWD 1,802,284 -3.1% | TWD 3.38775 -3.1% | |
| TNXT.MI (Tinexta Spa) | 104,612 | EUR 1,776,825 -0.6% | EUR 16.9849 -0.6% | |
| 3962.T (CHANGE Holdings,Inc.) | 202,700 | JPY 1,463,224 1.5% | JPY 7.21867 1.5% | |
| 050890.KQ (SOLiD, Inc.) | 257,390 | KRW 1,392,016 3.4% | KRW 5.4082 3.4% | |
| 2332.TW (D-LINK CORP) | 2,492,000 | TWD 1,270,362 -1.4% | TWD 0.509776 -1.4% | |
| 3844.T (Comture Corporation) | 118,200 | JPY 1,209,278 0.4% | JPY 10.2308 0.4% | |
| OVH.PA (OVH Groupe SAS) | 130,105 | EUR 1,169,507 0.0% | EUR 8.98895 0.0% | |
| 053800.KQ (AhnLab, Inc.) | 25,580 | KRW 1,053,864 -0.6% | KRW 41.1987 -0.6% | |
| UIS (Unisys Corporation) | 326,576 | USD 914,413 2.9% | USD 2.8 2.9% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 451,963 | USD 90,058,147 -1.1% | USD 199.26 -1.1% | |
| MDB (MongoDB) | 153,765 | USD 55,515,316 1.5% | USD 361.04 1.5% | |
| DDOG (Datadog Inc) | 273,196 | USD 52,246,003 0.2% | USD 191.24 0.2% | |
| ANET (Arista Networks) | 349,415 | USD 47,048,730 0.5% | USD 134.65 0.5% | |
| IDCC (InterDigital Inc) | 122,363 | USD 45,282,875 -2.8% | USD 370.07 -2.8% | |
| 6701.T (NEC Corporation) | 1,210,100 | JPY 43,323,397 -2.1% | JPY 35.8015 -2.1% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,245,000 | TWD 40,325,024 -5.0% | TWD 32.3896 -5.0% | |
| CRWD (Crowdstrike Holdings Inc) | 70,129 | USD 37,856,335 1.4% | USD 539.81 1.4% | |
| CSCO (Cisco Systems Inc) | 501,216 | USD 35,621,421 0.0% | USD 71.07 0.0% | |
| 6702.T (Fujitsu Limited) | 1,361,300 | JPY 35,563,574 1.6% | JPY 26.1247 1.6% | |
| PANW (Palo Alto Networks Inc) | 167,396 | USD 35,535,660 0.4% | USD 212.285 0.4% | |
| ZS (Zscaler Inc) | 110,107 | USD 35,235,341 0.7% | USD 320.01 0.7% | |
| AKAM (Akamai Technologies Inc) | 419,241 | USD 35,107,241 14.7% | USD 83.74 14.7% | |
| 3626.T (TIS Inc.) | 1,026,200 | JPY 32,162,977 -5.6% | JPY 31.3418 -5.6% | |
| DLR (Digital Realty Trust Inc) | 184,254 | USD 31,302,912 0.9% | USD 169.89 0.9% | |
| CFLT (Confluent Inc) | 1,353,323 | USD 30,693,366 0.3% | USD 22.68 0.3% | |
| NTNX (Nutanix Inc) | 436,917 | USD 30,418,162 1.2% | USD 69.62 1.2% | |
| 9735.T (SECOM CO., LTD.) | 885,400 | JPY 30,276,460 0.7% | JPY 34.1952 0.7% | |
| EQIX (Equinix Inc) | 36,084 | USD 29,760,279 0.7% | USD 824.75 0.7% | |
| DOCU (DocuSign Inc) | 423,993 | USD 29,552,312 0.0% | USD 69.7 0.0% | |
| WIPRO.BO (Wipro Ltd.) | 10,999,681 | INR 29,338,884 -1.5% | INR 2.66725 -1.5% | |
| MIR (Mirion Technologies Inc) | 1,062,605 | USD 29,168,507 -0.4% | USD 27.45 -0.4% | |
| DT (Dynatrace Holdings LLC) | 606,003 | USD 28,615,462 2.5% | USD 47.22 2.5% | |
| CHKP (Check Point Software Technologies Ltd) | 142,236 | USD 28,488,448 1.9% | USD 200.29 1.9% | |
| BAH (Booz Allen Hamilton Holding) | 324,360 | USD 28,365,282 2.2% | USD 87.45 2.2% | |
| OKTA (Okta Inc) | 324,202 | USD 27,625,252 -0.8% | USD 85.21 -0.8% | |
| FFIV (F5 Networks Inc) | 111,640 | USD 27,434,414 -0.9% | USD 245.74 -0.9% | |
| RBRK (Rubrik, Inc.) | 374,842 | USD 27,374,711 2.1% | USD 73.03 2.1% | |
| FTNT (Fortinet Inc) | 321,779 | USD 26,318,304 1.6% | USD 81.79 1.6% | |
| QLYS (Qualys Inc) | 171,184 | USD 25,631,380 1.8% | USD 149.73 1.8% | |
| S (SentinelOne Inc) | 1,493,161 | USD 25,264,284 3.4% | USD 16.92 3.4% | |
| ACN (Accenture plc) | 101,878 | USD 25,037,537 1.8% | USD 245.76 1.8% | |
| 4768.T (Otsuka Corporation) | 1,191,400 | JPY 23,493,490 -0.4% | JPY 19.7192 -0.4% | |
| OSIS (OSI Systems Inc) | 79,219 | USD 22,566,324 0.9% | USD 284.86 0.9% | |
| PI (Impinj Inc) | 136,579 | USD 22,348,422 -3.2% | USD 163.63 -3.2% | |
| BCO (Brinks Company) | 197,921 | USD 22,309,655 0.4% | USD 112.72 0.4% | |
| CVLT (CommVault Systems Inc) | 174,537 | USD 22,242,995 1.9% | USD 127.44 1.9% | |
| 4704.T (Trend Micro Incorporated) | 435,000 | JPY 22,154,750 0.3% | JPY 50.9305 0.3% | |
| BOX (Box Inc) | 682,410 | USD 21,393,554 0.8% | USD 31.35 0.8% | |
| KD (Kyndryl Holdings Inc) | 810,583 | USD 21,366,968 -0.6% | USD 26.36 -0.6% | |
| UI (Ubiquiti Networks Inc) | 29,844 | USD 18,270,198 -19.4% | USD 612.19 -19.4% | |
| VRNS (Varonis Systems) | 526,277 | USD 17,967,097 0.1% | USD 34.14 0.1% | |
| CALX (Calix Inc) | 273,643 | USD 17,521,361 -0.5% | USD 64.03 -0.5% | |
| TENB (Tenable Holdings Inc) | 576,832 | USD 15,960,941 1.1% | USD 27.67 1.1% | |
| ADT (ADT Inc) | 1,747,976 | USD 14,455,762 1.3% | USD 8.27 1.3% | |
| 763.HK (ZTE CORP H) | 3,569,000 | HKD 14,455,245 -2.9% | HKD 4.05022 -2.9% | |
| BB.TO (BlackBerry Ltd) | 2,552,151 | CAD 11,587,087 -1.3% | CAD 4.54013 -1.3% | |
| DXC (DXC Technology Co) | 859,616 | USD 11,312,547 -3.5% | USD 13.16 -3.5% | |
| ALRM (Alarm.com Holdings Inc) | 224,003 | USD 11,168,790 5.8% | USD 49.86 5.8% | |
| EXTR (Extreme Networks Inc) | 629,988 | USD 10,974,391 -0.5% | USD 17.42 -0.5% | |
| NTCT (NetScout Systems Inc) | 333,829 | USD 9,584,231 -1.8% | USD 28.71 -1.8% | |
| ASGN (ASGN Inc) | 204,990 | USD 8,953,963 0.1% | USD 43.68 0.1% | |
| FSLY (Fastly Inc) | 641,869 | USD 7,420,006 5.4% | USD 11.56 5.4% | |
| ARLO (Arlo Technologies) | 483,930 | USD 7,176,682 -12.5% | USD 14.83 -12.5% | |
| NSSC (NAPCO Security Technologies Inc) | 168,637 | USD 7,106,363 -1.6% | USD 42.14 -1.6% | |
| AVPT (Avepoint Inc) | 585,345 | USD 7,070,968 -12.7% | USD 12.08 -12.7% | |
| DGII (Digi International Inc) | 174,345 | USD 6,171,813 -0.4% | USD 35.4 -0.4% | |
| ATEN (A10 Network) | 338,395 | USD 5,830,546 -3.1% | USD 17.23 -3.1% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,527,000 | TWD 5,339,591 -0.7% | TWD 3.49679 -0.7% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 414,200 | JPY 4,949,305 -2.1% | JPY 11.9491 -2.1% | |
| 489790.KQ (HANWHA VISION LTD) | 157,021 | KRW 4,795,768 -3.7% | KRW 30.5422 -3.7% | |
| 6214.TW (SYSTEX CORP) | 1,142,000 | TWD 4,729,426 0.1% | TWD 4.14135 0.1% | |
| 012750.KS (S-1 CORP) | 84,792 | KRW 4,329,804 0.9% | KRW 51.0638 0.9% | |
| RPD (Rapid7 Inc) | 301,117 | USD 4,275,861 -1.4% | USD 14.2 -1.4% | |
| 022100.KS (POSCO DX COMPANY LTD) | 241,869 | KRW 4,216,522 -4.4% | KRW 17.4331 -4.4% | |
| TMV.DE (TeamViewer SE) | 621,404 | EUR 4,196,064 -2.1% | EUR 6.75255 -2.1% | |
| NTGR (NETGEAR Inc) | 137,182 | USD 4,020,804 0.4% | USD 29.31 0.4% | |
| 5388.TW (SERCOMM CORP) | 1,422,000 | TWD 3,794,628 -2.7% | TWD 2.66851 -2.7% | |
| 4722.T (Future Corporation) | 227,000 | JPY 3,164,512 1.4% | JPY 13.9406 1.4% | |
| ADTN (ADTRAN Inc) | 382,567 | USD 3,049,059 -0.7% | USD 7.97 -0.7% | |
| 3076.T (Ai Holdings Corporation) | 176,200 | JPY 3,040,787 0.6% | JPY 17.2576 0.6% | |
| GDYN (Grid Dynamics Holdings Inc) | 308,280 | USD 2,719,030 0.9% | USD 8.82 0.9% | |
| NCC.L (NCC Group plc) | 1,431,755 | GBP 2,696,827 -0.4% | GBP 1.88358 -0.4% | |
| 2326.T (Digital Arts Inc.) | 54,400 | JPY 2,639,190 -1.4% | JPY 48.5145 -1.4% | |
| 3762.T (TechMatrix Corporation) | 184,600 | JPY 2,479,414 0.1% | JPY 13.4313 0.1% | |
| 4432.T (WingArc1st Inc.) | 110,700 | JPY 2,453,976 1.5% | JPY 22.1678 1.5% | |
| 6588.T (Toshiba Tec Corporation) | 121,200 | JPY 2,401,841 0.6% | JPY 19.8172 0.6% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,223,900 | MYR 2,364,491 -1.2% | MYR 1.06322 -1.2% | |
| TEJASNET.BO (Tejas Networks Limited) | 390,570 | INR 2,300,751 -1.4% | INR 5.89075 -1.4% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,290,581 0.3% | USD 12.24 0.3% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 3,018,000 | HKD 2,235,168 -1.9% | HKD 0.740612 -1.9% | |
| 3059.TW (ALTEK CORP) | 1,310,094 | TWD 1,868,336 -1.3% | TWD 1.42611 -1.3% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 532,000 | TWD 1,860,290 -3.0% | TWD 3.49679 -3.0% | |
| TNXT.MI (Tinexta Spa) | 104,612 | EUR 1,786,879 0.4% | EUR 17.081 0.4% | |
| 3962.T (CHANGE Holdings,Inc.) | 202,700 | JPY 1,441,334 -1.1% | JPY 7.11068 -1.1% | |
| 050890.KQ (SOLiD, Inc.) | 257,390 | KRW 1,346,130 -3.3% | KRW 5.22992 -3.3% | |
| 2332.TW (D-LINK CORP) | 2,492,000 | TWD 1,289,028 0.3% | TWD 0.517266 0.3% | |
| 3844.T (Comture Corporation) | 118,200 | JPY 1,204,768 0.5% | JPY 10.1926 0.5% | |
| OVH.PA (OVH Groupe SAS) | 130,105 | EUR 1,169,882 0.9% | EUR 8.99183 0.9% | |
| 053800.KQ (AhnLab, Inc.) | 25,580 | KRW 1,060,420 -1.0% | KRW 41.455 -1.0% | |
| UIS (Unisys Corporation) | 326,576 | USD 888,287 1.1% | USD 2.72 1.1% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 451,963 | USD 91,052,466 2.9% | USD 201.46 2.9% | |
| MDB (MongoDB) | 153,765 | USD 54,714,200 1.6% | USD 355.83 1.6% | |
| DDOG (Datadog Inc) | 273,196 | USD 52,131,261 23.1% | USD 190.82 23.1% | |
| ANET (Arista Networks) | 349,415 | USD 46,828,598 -4.6% | USD 134.02 -4.6% | |
| IDCC (InterDigital Inc) | 122,363 | USD 46,592,160 -1.3% | USD 380.77 -1.3% | |
| 6701.T (NEC Corporation) | 1,210,100 | JPY 44,241,490 -0.1% | JPY 36.5602 -0.1% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,245,000 | TWD 42,448,211 1.0% | TWD 34.0949 1.0% | |
| CRWD (Crowdstrike Holdings Inc) | 70,129 | USD 37,345,095 -0.3% | USD 532.52 -0.3% | |
| CSCO (Cisco Systems Inc) | 501,216 | USD 35,606,385 -1.5% | USD 71.04 -1.5% | |
| PANW (Palo Alto Networks Inc) | 167,396 | USD 35,382,493 -0.8% | USD 211.37 -0.8% | |
| ZS (Zscaler Inc) | 110,107 | USD 35,005,217 -1.8% | USD 317.92 -1.8% | |
| 6702.T (Fujitsu Limited) | 1,361,300 | JPY 34,990,630 2.5% | JPY 25.7038 2.5% | |
| 3626.T (TIS Inc.) | 1,026,200 | JPY 34,079,305 -1.6% | JPY 33.2092 -1.6% | |
| DLR (Digital Realty Trust Inc) | 184,254 | USD 31,019,161 1.1% | USD 168.35 1.1% | |
| AKAM (Akamai Technologies Inc) | 419,241 | USD 30,604,593 0.0% | USD 73 0.0% | |
| CFLT (Confluent Inc) | 1,353,323 | USD 30,598,633 0.3% | USD 22.61 0.3% | |
| NTNX (Nutanix Inc) | 436,917 | USD 30,059,890 -1.3% | USD 68.8 -1.3% | |
| 9735.T (SECOM CO., LTD.) | 885,400 | JPY 30,051,201 0.9% | JPY 33.9408 0.9% | |
| WIPRO.BO (Wipro Ltd.) | 10,999,681 | INR 29,793,356 0.9% | INR 2.70857 0.9% | |
| DOCU (DocuSign Inc) | 423,993 | USD 29,565,032 -1.7% | USD 69.73 -1.7% | |
| EQIX (Equinix Inc) | 36,084 | USD 29,564,704 -0.3% | USD 819.33 -0.3% | |
| MIR (Mirion Technologies Inc) | 1,062,605 | USD 29,274,768 -3.5% | USD 27.55 -3.5% | |
| CHKP (Check Point Software Technologies Ltd) | 142,236 | USD 27,952,219 0.6% | USD 196.52 0.6% | |
| DT (Dynatrace Holdings LLC) | 606,003 | USD 27,912,498 -2.8% | USD 46.06 -2.8% | |
| OKTA (Okta Inc) | 324,202 | USD 27,839,226 -1.4% | USD 85.87 -1.4% | |
| BAH (Booz Allen Hamilton Holding) | 324,360 | USD 27,755,485 -1.2% | USD 85.57 -1.2% | |
| FFIV (F5 Networks Inc) | 111,640 | USD 27,696,768 0.6% | USD 248.09 0.6% | |
| RBRK (Rubrik, Inc.) | 374,842 | USD 26,812,448 -1.1% | USD 71.53 -1.1% | |
| FTNT (Fortinet Inc) | 321,779 | USD 25,916,081 -6.3% | USD 80.54 -6.3% | |
| QLYS (Qualys Inc) | 171,184 | USD 25,167,472 0.6% | USD 147.02 0.6% | |
| ACN (Accenture plc) | 101,878 | USD 24,587,237 -2.6% | USD 241.34 -2.6% | |
| S (SentinelOne Inc) | 1,493,161 | USD 24,428,114 -2.4% | USD 16.36 -2.4% | |
| 4768.T (Otsuka Corporation) | 1,191,400 | JPY 23,588,304 1.1% | JPY 19.7988 1.1% | |
| PI (Impinj Inc) | 136,579 | USD 23,090,046 -6.2% | USD 169.06 -6.2% | |
| UI (Ubiquiti Networks Inc) | 29,844 | USD 22,668,607 -2.3% | USD 759.57 -2.3% | |
| OSIS (OSI Systems Inc) | 79,219 | USD 22,361,147 0.2% | USD 282.27 0.2% | |
| BCO (Brinks Company) | 197,921 | USD 22,220,591 -1.4% | USD 112.27 -1.4% | |
| 4704.T (Trend Micro Incorporated) | 435,000 | JPY 22,083,872 0.3% | JPY 50.7675 0.3% | |
| CVLT (CommVault Systems Inc) | 174,537 | USD 21,831,088 -2.8% | USD 125.08 -2.8% | |
| KD (Kyndryl Holdings Inc) | 810,583 | USD 21,496,661 1.5% | USD 26.52 1.5% | |
| BOX (Box Inc) | 682,410 | USD 21,229,775 -0.8% | USD 31.11 -0.8% | |
| VRNS (Varonis Systems) | 526,277 | USD 17,951,308 -2.5% | USD 34.11 -2.5% | |
| CALX (Calix Inc) | 273,643 | USD 17,614,400 -4.2% | USD 64.37 -4.2% | |
| TENB (Tenable Holdings Inc) | 576,832 | USD 15,793,660 -1.0% | USD 27.38 -1.0% | |
| 763.HK (ZTE CORP H) | 3,569,000 | HKD 14,881,065 3.2% | HKD 4.16953 3.2% | |
| ADT (ADT Inc) | 1,747,976 | USD 14,263,484 0.5% | USD 8.16 0.5% | |
| BB.TO (BlackBerry Ltd) | 2,552,151 | CAD 11,739,840 -2.7% | CAD 4.59998 -2.7% | |
| DXC (DXC Technology Co) | 859,616 | USD 11,725,162 -1.2% | USD 13.64 -1.2% | |
| EXTR (Extreme Networks Inc) | 629,988 | USD 11,031,090 -0.8% | USD 17.51 -0.8% | |
| ALRM (Alarm.com Holdings Inc) | 224,003 | USD 10,557,261 -1.2% | USD 47.13 -1.2% | |
| NTCT (NetScout Systems Inc) | 333,829 | USD 9,764,498 7.1% | USD 29.25 7.1% | |
| ASGN (ASGN Inc) | 204,990 | USD 8,941,664 -3.0% | USD 43.62 -3.0% | |
| ARLO (Arlo Technologies) | 483,930 | USD 8,197,774 -4.3% | USD 16.94 -4.3% | |
| AVPT (Avepoint Inc) | 585,345 | USD 8,098,248 -3.1% | USD 13.835 -3.1% | |
| NSSC (NAPCO Security Technologies Inc) | 168,637 | USD 7,220,193 -3.6% | USD 42.815 -3.6% | |
| FSLY (Fastly Inc) | 641,869 | USD 7,041,303 35.9% | USD 10.97 35.9% | |
| DGII (Digi International Inc) | 174,345 | USD 6,197,965 -2.0% | USD 35.55 -2.0% | |
| ATEN (A10 Network) | 338,395 | USD 6,020,047 -1.9% | USD 17.79 -1.9% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,527,000 | TWD 5,379,019 1.9% | TWD 3.52261 1.9% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 414,200 | JPY 5,054,057 7.8% | JPY 12.202 7.8% | |
| 489790.KQ (HANWHA VISION LTD) | 157,021 | KRW 4,977,908 -1.2% | KRW 31.7022 -1.2% | |
| 6214.TW (SYSTEX CORP) | 1,142,000 | TWD 4,724,041 1.2% | TWD 4.13664 1.2% | |
| 022100.KS (POSCO DX COMPANY LTD) | 241,869 | KRW 4,410,223 -4.8% | KRW 18.2339 -4.8% | |
| RPD (Rapid7 Inc) | 301,117 | USD 4,336,085 1.1% | USD 14.4 1.1% | |
| 012750.KS (S-1 CORP) | 84,792 | KRW 4,292,747 -1.0% | KRW 50.6268 -1.0% | |
| TMV.DE (TeamViewer SE) | 621,404 | EUR 4,284,488 0.8% | EUR 6.89485 0.8% | |
| NTGR (NETGEAR Inc) | 137,182 | USD 4,002,971 -0.4% | USD 29.18 -0.4% | |
| 5388.TW (SERCOMM CORP) | 1,422,000 | TWD 3,901,619 0.8% | TWD 2.74375 0.8% | |
| 4722.T (Future Corporation) | 227,000 | JPY 3,121,269 -0.4% | JPY 13.7501 -0.4% | |
| ADTN (ADTRAN Inc) | 382,567 | USD 3,072,013 -4.4% | USD 8.03 -4.4% | |
| 3076.T (Ai Holdings Corporation) | 176,200 | JPY 3,023,564 0.4% | JPY 17.1598 0.4% | |
| NCC.L (NCC Group plc) | 1,431,755 | GBP 2,708,882 -3.0% | GBP 1.892 -3.0% | |
| GDYN (Grid Dynamics Holdings Inc) | 308,280 | USD 2,694,367 -2.6% | USD 8.74 -2.6% | |
| 2326.T (Digital Arts Inc.) | 54,400 | JPY 2,675,759 0.0% | JPY 49.1867 0.0% | |
| 3762.T (TechMatrix Corporation) | 184,600 | JPY 2,477,974 -0.3% | JPY 13.4235 -0.3% | |
| 4432.T (WingArc1st Inc.) | 110,700 | JPY 2,418,783 0.8% | JPY 21.8499 0.8% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,223,900 | MYR 2,392,434 1.1% | MYR 1.07578 1.1% | |
| 6588.T (Toshiba Tec Corporation) | 121,200 | JPY 2,386,949 1.0% | JPY 19.6943 1.0% | |
| TEJASNET.BO (Tejas Networks Limited) | 390,570 | INR 2,333,471 -2.2% | INR 5.97453 -2.2% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,283,096 -1.3% | USD 12.2 -1.3% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 3,018,000 | HKD 2,278,410 0.3% | HKD 0.75494 0.3% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 532,000 | TWD 1,917,009 0.0% | TWD 3.6034 0.0% | |
| 3059.TW (ALTEK CORP) | 1,310,094 | TWD 1,892,551 0.2% | TWD 1.44459 0.2% | |
| TNXT.MI (Tinexta Spa) | 104,612 | EUR 1,779,369 0.5% | EUR 17.0092 0.5% | |
| 3962.T (CHANGE Holdings,Inc.) | 202,700 | JPY 1,457,788 -0.2% | JPY 7.19185 -0.2% | |
| 050890.KQ (SOLiD, Inc.) | 257,390 | KRW 1,391,970 -8.4% | KRW 5.40802 -8.4% | |
| 2332.TW (D-LINK CORP) | 2,492,000 | TWD 1,284,536 0.0% | TWD 0.515464 0.0% | |
| 3844.T (Comture Corporation) | 118,200 | JPY 1,199,063 -0.7% | JPY 10.1444 -0.7% | |
| OVH.PA (OVH Groupe SAS) | 130,105 | EUR 1,159,040 -1.5% | EUR 8.9085 -1.5% | |
| 053800.KQ (AhnLab, Inc.) | 25,580 | KRW 1,070,655 -0.2% | KRW 41.8552 -0.2% | |
| UIS (Unisys Corporation) | 326,576 | USD 878,489 -20.2% | USD 2.69 -20.2% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 451,963 | USD 88,498,875 7.1% | USD 195.81 7.1% | |
| MDB (MongoDB) | 153,765 | USD 53,860,804 -1.6% | USD 350.28 -1.6% | |
| ANET (Arista Networks) | 349,415 | USD 49,064,854 -8.6% | USD 140.42 -8.6% | |
| IDCC (InterDigital Inc) | 122,363 | USD 47,210,093 1.1% | USD 385.82 1.1% | |
| 6701.T (NEC Corporation) | 1,210,100 | JPY 44,288,115 0.6% | JPY 36.5987 0.6% | |
| DDOG (Datadog Inc) | 273,196 | USD 42,339,916 -1.6% | USD 154.98 -1.6% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,245,000 | TWD 42,026,165 -9.3% | TWD 33.756 -9.3% | |
| CRWD (Crowdstrike Holdings Inc) | 70,129 | USD 37,458,704 0.0% | USD 534.14 0.0% | |
| CSCO (Cisco Systems Inc) | 501,216 | USD 36,137,674 -0.3% | USD 72.1 -0.3% | |
| PANW (Palo Alto Networks Inc) | 167,396 | USD 35,685,479 -0.6% | USD 213.18 -0.6% | |
| ZS (Zscaler Inc) | 110,107 | USD 35,663,657 -1.3% | USD 323.9 -1.3% | |
| 3626.T (TIS Inc.) | 1,026,200 | JPY 34,624,565 3.2% | JPY 33.7406 3.2% | |
| 6702.T (Fujitsu Limited) | 1,361,300 | JPY 34,135,064 -1.9% | JPY 25.0753 -1.9% | |
| DLR (Digital Realty Trust Inc) | 184,254 | USD 30,681,976 -1.0% | USD 166.52 -1.0% | |
| AKAM (Akamai Technologies Inc) | 419,241 | USD 30,596,208 1.4% | USD 72.98 1.4% | |
| CFLT (Confluent Inc) | 1,353,323 | USD 30,503,900 -0.6% | USD 22.54 -0.6% | |
| NTNX (Nutanix Inc) | 436,917 | USD 30,457,484 -0.5% | USD 69.71 -0.5% | |
| MIR (Mirion Technologies Inc) | 1,062,605 | USD 30,337,373 2.6% | USD 28.55 2.6% | |
| DOCU (DocuSign Inc) | 423,993 | USD 30,061,104 0.1% | USD 70.9 0.1% | |
| 9735.T (SECOM CO., LTD.) | 885,400 | JPY 29,793,557 -0.1% | JPY 33.6498 -0.1% | |
| EQIX (Equinix Inc) | 36,084 | USD 29,665,378 -0.9% | USD 822.12 -0.9% | |
| WIPRO.BO (Wipro Ltd.) | 10,999,681 | INR 29,518,171 | INR 2.68355 | |
| DT (Dynatrace Holdings LLC) | 606,003 | USD 28,718,482 -4.5% | USD 47.39 -4.5% | |
| OKTA (Okta Inc) | 324,202 | USD 28,247,720 0.2% | USD 87.13 0.2% | |
| BAH (Booz Allen Hamilton Holding) | 324,360 | USD 28,092,820 1.3% | USD 86.61 1.3% | |
| CHKP (Check Point Software Technologies Ltd) | 142,236 | USD 27,794,337 1.9% | USD 195.41 1.9% | |
| FTNT (Fortinet Inc) | 321,779 | USD 27,669,776 0.9% | USD 85.99 0.9% | |
| FFIV (F5 Networks Inc) | 111,640 | USD 27,518,144 2.1% | USD 246.49 2.1% | |
| RBRK (Rubrik, Inc.) | 374,842 | USD 27,119,819 -0.3% | USD 72.35 -0.3% | |
| ACN (Accenture plc) | 101,878 | USD 25,247,406 2.0% | USD 247.82 2.0% | |
| S (SentinelOne Inc) | 1,493,161 | USD 25,040,310 -0.6% | USD 16.77 -0.6% | |
| QLYS (Qualys Inc) | 171,184 | USD 25,015,118 20.6% | USD 146.13 20.6% | |
| PI (Impinj Inc) | 136,579 | USD 24,612,902 2.7% | USD 180.21 2.7% | |
| 4768.T (Otsuka Corporation) | 1,191,400 | JPY 23,326,870 1.0% | JPY 19.5794 1.0% | |
| UI (Ubiquiti Networks Inc) | 29,844 | USD 23,207,590 2.4% | USD 777.63 2.4% | |
| BCO (Brinks Company) | 197,921 | USD 22,535,285 7.5% | USD 113.86 7.5% | |
| CVLT (CommVault Systems Inc) | 174,537 | USD 22,454,185 -5.3% | USD 128.65 -5.3% | |
| OSIS (OSI Systems Inc) | 79,219 | USD 22,310,447 1.5% | USD 281.63 1.5% | |
| 4704.T (Trend Micro Incorporated) | 435,000 | JPY 22,010,078 -1.6% | JPY 50.5979 -1.6% | |
| BOX (Box Inc) | 682,410 | USD 21,407,202 -0.5% | USD 31.37 -0.5% | |
| KD (Kyndryl Holdings Inc) | 810,583 | USD 21,188,640 -4.7% | USD 26.14 -4.7% | |
| VRNS (Varonis Systems) | 526,277 | USD 18,419,695 -1.0% | USD 35 -1.0% | |
| CALX (Calix Inc) | 273,643 | USD 18,383,337 2.6% | USD 67.18 2.6% | |
| TENB (Tenable Holdings Inc) | 576,832 | USD 15,955,173 -1.4% | USD 27.66 -1.4% | |
| 763.HK (ZTE CORP H) | 3,569,000 | HKD 14,413,247 -2.8% | HKD 4.03846 -2.8% | |
| ADT (ADT Inc) | 1,747,976 | USD 14,193,565 0.5% | USD 8.12 0.5% | |
| BB.TO (BlackBerry Ltd) | 2,552,151 | CAD 12,069,214 1.5% | CAD 4.72904 1.5% | |
| DXC (DXC Technology Co) | 859,616 | USD 11,871,297 2.0% | USD 13.81 2.0% | |
| EXTR (Extreme Networks Inc) | 629,988 | USD 11,119,288 -0.8% | USD 17.65 -0.8% | |
| ALRM (Alarm.com Holdings Inc) | 224,003 | USD 10,682,703 -1.7% | USD 47.69 -1.7% | |
| ASGN (ASGN Inc) | 204,990 | USD 9,220,450 1.5% | USD 44.98 1.5% | |
| NTCT (NetScout Systems Inc) | 333,829 | USD 9,116,870 1.4% | USD 27.31 1.4% | |
| ARLO (Arlo Technologies) | 483,930 | USD 8,570,400 -0.2% | USD 17.71 -0.2% | |
| AVPT (Avepoint Inc) | 585,345 | USD 8,358,727 3.3% | USD 14.28 3.3% | |
| NSSC (NAPCO Security Technologies Inc) | 168,637 | USD 7,486,640 7.4% | USD 44.395 7.4% | |
| DGII (Digi International Inc) | 174,345 | USD 6,323,493 2.0% | USD 36.27 2.0% | |
| ATEN (A10 Network) | 338,395 | USD 6,135,101 3.5% | USD 18.13 3.5% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,527,000 | TWD 5,277,849 -0.2% | TWD 3.45635 -0.2% | |
| FSLY (Fastly Inc) | 641,869 | USD 5,179,883 1.4% | USD 8.07 1.4% | |
| 489790.KQ (HANWHA VISION LTD) | 157,021 | KRW 5,038,281 -7.0% | KRW 32.0867 -7.0% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 414,200 | JPY 4,687,081 -4.2% | JPY 11.316 -4.2% | |
| 6214.TW (SYSTEX CORP) | 1,142,000 | TWD 4,666,494 -1.3% | TWD 4.08625 -1.3% | |
| 022100.KS (POSCO DX COMPANY LTD) | 241,869 | KRW 4,631,428 -7.1% | KRW 19.1485 -7.1% | |
| 012750.KS (S-1 CORP) | 84,792 | KRW 4,335,556 -3.2% | KRW 51.1317 -3.2% | |
| RPD (Rapid7 Inc) | 301,117 | USD 4,290,917 -19.9% | USD 14.25 -19.9% | |
| TMV.DE (TeamViewer SE) | 621,404 | EUR 4,251,326 -1.9% | EUR 6.84148 -1.9% | |
| NTGR (NETGEAR Inc) | 137,182 | USD 4,019,433 -1.6% | USD 29.3 -1.6% | |
| 5388.TW (SERCOMM CORP) | 1,422,000 | TWD 3,872,231 -2.0% | TWD 2.72309 -2.0% | |
| ADTN (ADTRAN Inc) | 382,567 | USD 3,213,563 6.2% | USD 8.4 6.2% | |
| 4722.T (Future Corporation) | 227,000 | JPY 3,133,673 -0.6% | JPY 13.8047 -0.6% | |
| 3076.T (Ai Holdings Corporation) | 176,200 | JPY 3,010,228 -1.8% | JPY 17.0842 -1.8% | |
| NCC.L (NCC Group plc) | 1,431,755 | GBP 2,793,366 0.1% | GBP 1.95101 0.1% | |
| GDYN (Grid Dynamics Holdings Inc) | 308,280 | USD 2,765,272 1.8% | USD 8.97 1.8% | |
| 2326.T (Digital Arts Inc.) | 54,400 | JPY 2,676,017 0.2% | JPY 49.1915 0.2% | |
| 3762.T (TechMatrix Corporation) | 184,600 | JPY 2,484,942 0.2% | JPY 13.4612 0.2% | |
| 4432.T (WingArc1st Inc.) | 110,700 | JPY 2,399,893 -1.8% | JPY 21.6793 -1.8% | |
| TEJASNET.BO (Tejas Networks Limited) | 390,570 | INR 2,386,361 | INR 6.10994 | |
| ITMAX.KL (ITMAX SYSTEM) | 2,223,900 | MYR 2,366,359 0.4% | MYR 1.06406 0.4% | |
| 6588.T (Toshiba Tec Corporation) | 121,200 | JPY 2,364,380 -3.2% | JPY 19.5081 -3.2% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,313,038 3.3% | USD 12.36 3.3% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 3,018,000 | HKD 2,270,705 1.4% | HKD 0.752387 1.4% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 532,000 | TWD 1,916,111 6.0% | TWD 3.60171 6.0% | |
| 3059.TW (ALTEK CORP) | 1,310,094 | TWD 1,889,548 -1.6% | TWD 1.4423 -1.6% | |
| TNXT.MI (Tinexta Spa) | 104,612 | EUR 1,771,241 -0.3% | EUR 16.9315 -0.3% | |
| 050890.KQ (SOLiD, Inc.) | 257,390 | KRW 1,520,327 0.1% | KRW 5.90671 0.1% | |
| 3962.T (CHANGE Holdings,Inc.) | 202,700 | JPY 1,460,854 -1.6% | JPY 7.20698 -1.6% | |
| 2332.TW (D-LINK CORP) | 2,492,000 | TWD 1,283,934 -0.2% | TWD 0.515222 -0.2% | |
| 3844.T (Comture Corporation) | 118,200 | JPY 1,208,085 -2.4% | JPY 10.2207 -2.4% | |
| OVH.PA (OVH Groupe SAS) | 130,105 | EUR 1,176,112 -3.6% | EUR 9.03971 -3.6% | |
| UIS (Unisys Corporation) | 326,576 | USD 1,100,561 | USD 3.37 | |
| 053800.KQ (AhnLab, Inc.) | 25,580 | KRW 1,073,188 -1.4% | KRW 41.9542 -1.4% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 451,963 | USD 82,650,474 -3.5% | USD 182.87 -3.5% | |
| MDB (MongoDB) | 153,765 | USD 54,715,738 -3.6% | USD 355.84 -3.6% | |
| ANET (Arista Networks) | 349,415 | USD 53,652,673 -2.6% | USD 153.55 -2.6% | |
| IDCC (InterDigital Inc) | 122,363 | USD 46,683,932 -3.8% | USD 381.52 -3.8% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,245,000 | TWD 46,328,954 6.7% | TWD 37.212 6.7% | |
| 6701.T (NEC Corporation) | 1,210,100 | JPY 44,043,080 -0.2% | JPY 36.3962 -0.2% | |
| DDOG (Datadog Inc) | 273,196 | USD 43,031,102 -2.8% | USD 157.51 -2.8% | |
| CRWD (Crowdstrike Holdings Inc) | 70,129 | USD 37,443,276 -3.3% | USD 533.92 -3.3% | |
| CSCO (Cisco Systems Inc) | 501,216 | USD 36,247,941 -2.9% | USD 72.32 -2.9% | |
| ZS (Zscaler Inc) | 110,107 | USD 36,148,128 -2.4% | USD 328.3 -2.4% | |
| PANW (Palo Alto Networks Inc) | 167,396 | USD 35,909,790 -2.1% | USD 214.52 -2.1% | |
| 6702.T (Fujitsu Limited) | 1,361,300 | JPY 34,796,814 -2.3% | JPY 25.5615 -2.3% | |
| 3626.T (TIS Inc.) | 1,026,200 | JPY 33,543,250 -5.2% | JPY 32.6869 -5.2% | |
| DLR (Digital Realty Trust Inc) | 184,254 | USD 31,004,421 -2.1% | USD 168.27 -2.1% | |
| CFLT (Confluent Inc) | 1,353,323 | USD 30,679,832 -3.3% | USD 22.67 -3.3% | |
| NTNX (Nutanix Inc) | 436,917 | USD 30,614,774 -1.5% | USD 70.07 -1.5% | |
| AKAM (Akamai Technologies Inc) | 419,241 | USD 30,172,775 -3.4% | USD 71.97 -3.4% | |
| DT (Dynatrace Holdings LLC) | 606,003 | USD 30,075,929 -1.7% | USD 49.63 -1.7% | |
| DOCU (DocuSign Inc) | 423,993 | USD 30,022,944 -3.1% | USD 70.81 -3.1% | |
| EQIX (Equinix Inc) | 36,084 | USD 29,946,472 -0.4% | USD 829.91 -0.4% | |
| 9735.T (SECOM CO., LTD.) | 885,400 | JPY 29,812,517 -0.4% | JPY 33.6712 -0.4% | |
| MIR (Mirion Technologies Inc) | 1,062,605 | USD 29,561,671 -5.4% | USD 27.82 -5.4% | |
| WIPRO.BO (Wipro Ltd.) | 10,999,681 | INR 29,518,171 -0.9% | INR 2.68355 -0.9% | |
| OKTA (Okta Inc) | 324,202 | USD 28,195,848 -4.5% | USD 86.97 -4.5% | |
| BAH (Booz Allen Hamilton Holding) | 324,360 | USD 27,719,806 0.0% | USD 85.46 0.0% | |
| FTNT (Fortinet Inc) | 321,779 | USD 27,422,006 -2.6% | USD 85.22 -2.6% | |
| CHKP (Check Point Software Technologies Ltd) | 142,236 | USD 27,275,175 -1.5% | USD 191.76 -1.5% | |
| RBRK (Rubrik, Inc.) | 374,842 | USD 27,213,529 -4.2% | USD 72.6 -4.2% | |
| FFIV (F5 Networks Inc) | 111,640 | USD 26,947,663 -3.1% | USD 241.38 -3.1% | |
| S (SentinelOne Inc) | 1,493,161 | USD 25,189,626 -4.6% | USD 16.87 -4.6% | |
| ACN (Accenture plc) | 101,878 | USD 24,746,166 -2.2% | USD 242.9 -2.2% | |
| PI (Impinj Inc) | 136,579 | USD 23,976,443 -6.5% | USD 175.55 -6.5% | |
| CVLT (CommVault Systems Inc) | 174,537 | USD 23,705,615 -3.2% | USD 135.82 -3.2% | |
| 4768.T (Otsuka Corporation) | 1,191,400 | JPY 23,102,574 -2.0% | JPY 19.3911 -2.0% | |
| UI (Ubiquiti Networks Inc) | 29,844 | USD 22,663,832 -1.9% | USD 759.41 -1.9% | |
| 4704.T (Trend Micro Incorporated) | 435,000 | JPY 22,374,588 0.6% | JPY 51.4358 0.6% | |
| KD (Kyndryl Holdings Inc) | 810,583 | USD 22,234,292 -4.6% | USD 27.43 -4.6% | |
| OSIS (OSI Systems Inc) | 79,219 | USD 21,986,441 -1.3% | USD 277.54 -1.3% | |
| BOX (Box Inc) | 682,410 | USD 21,509,563 -2.2% | USD 31.52 -2.2% | |
| BCO (Brinks Company) | 197,921 | USD 20,955,875 -4.3% | USD 105.88 -4.3% | |
| QLYS (Qualys Inc) | 171,184 | USD 20,749,213 -3.1% | USD 121.21 -3.1% | |
| VRNS (Varonis Systems) | 526,277 | USD 18,603,892 -2.0% | USD 35.35 -2.0% | |
| CALX (Calix Inc) | 273,643 | USD 17,912,671 -2.6% | USD 65.46 -2.6% | |
| TENB (Tenable Holdings Inc) | 576,832 | USD 16,185,906 -3.3% | USD 28.06 -3.3% | |
| 763.HK (ZTE CORP H) | 3,569,000 | HKD 14,828,273 -1.2% | HKD 4.15474 -1.2% | |
| ADT (ADT Inc) | 1,747,976 | USD 14,123,646 -8.1% | USD 8.08 -8.1% | |
| BB.TO (BlackBerry Ltd) | 2,552,151 | CAD 11,887,748 -2.9% | CAD 4.65793 -2.9% | |
| DXC (DXC Technology Co) | 859,616 | USD 11,639,201 2.0% | USD 13.54 2.0% | |
| EXTR (Extreme Networks Inc) | 629,988 | USD 11,213,786 -5.2% | USD 17.8 -5.2% | |
| ALRM (Alarm.com Holdings Inc) | 224,003 | USD 10,866,386 -1.1% | USD 48.51 -1.1% | |
| ASGN (ASGN Inc) | 204,990 | USD 9,083,107 -0.3% | USD 44.31 -0.3% | |
| NTCT (NetScout Systems Inc) | 333,829 | USD 8,986,677 -2.8% | USD 26.92 -2.8% | |
| ARLO (Arlo Technologies) | 483,930 | USD 8,589,758 -6.4% | USD 17.75 -6.4% | |
| AVPT (Avepoint Inc) | 585,345 | USD 8,089,468 -1.7% | USD 13.82 -1.7% | |
| NSSC (NAPCO Security Technologies Inc) | 168,637 | USD 6,973,140 1.4% | USD 41.35 1.4% | |
| DGII (Digi International Inc) | 174,345 | USD 6,201,452 -1.6% | USD 35.57 -1.6% | |
| ATEN (A10 Network) | 338,395 | USD 5,928,680 -2.5% | USD 17.52 -2.5% | |
| 489790.KQ (HANWHA VISION LTD) | 157,021 | KRW 5,419,599 -0.7% | KRW 34.5151 -0.7% | |
| RPD (Rapid7 Inc) | 301,117 | USD 5,359,883 -4.7% | USD 17.8 -4.7% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,527,000 | TWD 5,286,986 -0.7% | TWD 3.46234 -0.7% | |
| FSLY (Fastly Inc) | 641,869 | USD 5,109,277 -4.2% | USD 7.96 -4.2% | |
| 022100.KS (POSCO DX COMPANY LTD) | 241,869 | KRW 4,985,343 -1.0% | KRW 20.6117 -1.0% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 414,200 | JPY 4,892,796 -1.4% | JPY 11.8126 -1.4% | |
| 6214.TW (SYSTEX CORP) | 1,142,000 | TWD 4,730,003 -0.6% | TWD 4.14186 -0.6% | |
| 012750.KS (S-1 CORP) | 84,792 | KRW 4,479,800 1.0% | KRW 52.8328 1.0% | |
| TMV.DE (TeamViewer SE) | 621,404 | EUR 4,334,693 -2.8% | EUR 6.97564 -2.8% | |
| NTGR (NETGEAR Inc) | 137,182 | USD 4,083,908 -5.9% | USD 29.77 -5.9% | |
| 5388.TW (SERCOMM CORP) | 1,422,000 | TWD 3,952,556 -5.8% | TWD 2.77958 -5.8% | |
| 4722.T (Future Corporation) | 227,000 | JPY 3,153,538 -1.6% | JPY 13.8922 -1.6% | |
| 3076.T (Ai Holdings Corporation) | 176,200 | JPY 3,064,647 0.0% | JPY 17.393 0.0% | |
| ADTN (ADTRAN Inc) | 382,567 | USD 3,026,105 -24.2% | USD 7.91 -24.2% | |
| NCC.L (NCC Group plc) | 1,431,755 | GBP 2,790,808 -1.8% | GBP 1.94922 -1.8% | |
| GDYN (Grid Dynamics Holdings Inc) | 308,280 | USD 2,715,947 -1.6% | USD 8.81 -1.6% | |
| 2326.T (Digital Arts Inc.) | 54,400 | JPY 2,670,439 0.2% | JPY 49.089 0.2% | |
| 3762.T (TechMatrix Corporation) | 184,600 | JPY 2,479,064 -5.3% | JPY 13.4294 -5.3% | |
| 4432.T (WingArc1st Inc.) | 110,700 | JPY 2,442,840 1.2% | JPY 22.0672 1.2% | |
| 6588.T (Toshiba Tec Corporation) | 121,200 | JPY 2,441,462 -0.5% | JPY 20.1441 -0.5% | |
| TEJASNET.BO (Tejas Networks Limited) | 390,570 | INR 2,386,361 1.4% | INR 6.10994 1.4% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,223,900 | MYR 2,357,678 -1.1% | MYR 1.06015 -1.1% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,240,054 -3.0% | USD 11.97 -3.0% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 3,018,000 | HKD 2,239,941 -4.6% | HKD 0.742194 -4.6% | |
| 3059.TW (ALTEK CORP) | 1,310,094 | TWD 1,920,375 -10.2% | TWD 1.46583 -10.2% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 532,000 | TWD 1,807,533 -2.6% | TWD 3.39762 -2.6% | |
| TNXT.MI (Tinexta Spa) | 104,612 | EUR 1,776,853 -0.1% | EUR 16.9852 -0.1% | |
| 050890.KQ (SOLiD, Inc.) | 257,390 | KRW 1,519,111 1.6% | KRW 5.90198 1.6% | |
| 3962.T (CHANGE Holdings,Inc.) | 202,700 | JPY 1,485,282 -0.2% | JPY 7.32749 -0.2% | |
| 2332.TW (D-LINK CORP) | 2,492,000 | TWD 1,286,157 -3.3% | TWD 0.516114 -3.3% | |
| 3844.T (Comture Corporation) | 118,200 | JPY 1,237,519 1.7% | JPY 10.4697 1.7% | |
| OVH.PA (OVH Groupe SAS) | 130,105 | EUR 1,220,056 -3.2% | EUR 9.37747 -3.2% | |
| UIS (Unisys Corporation) | 326,576 | USD 1,100,561 -2.9% | USD 3.37 -2.9% | |
| 053800.KQ (AhnLab, Inc.) | 25,580 | KRW 1,088,284 -0.5% | KRW 42.5443 -0.5% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 451,963 | USD 85,674,106 -0.2% | USD 189.56 -0.2% | |
| MDB (MongoDB) | 153,765 | USD 56,746,973 2.6% | USD 369.05 2.6% | |
| ANET (Arista Networks) | 349,415 | USD 55,064,310 -0.1% | USD 157.59 -0.1% | |
| IDCC (InterDigital Inc) | 122,363 | USD 48,521,824 9.6% | USD 396.54 9.6% | |
| DDOG (Datadog Inc) | 273,196 | USD 44,279,608 -0.4% | USD 162.08 -0.4% | |
| 6701.T (NEC Corporation) | 1,210,100 | JPY 44,109,274 0.0% | JPY 36.4509 0.0% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,245,000 | TWD 43,410,042 -0.8% | TWD 34.8675 -0.8% | |
| CRWD (Crowdstrike Holdings Inc) | 70,129 | USD 38,705,598 1.6% | USD 551.92 1.6% | |
| CSCO (Cisco Systems Inc) | 501,216 | USD 37,315,531 1.8% | USD 74.45 1.8% | |
| ZS (Zscaler Inc) | 110,107 | USD 37,025,681 1.5% | USD 336.27 1.5% | |
| PANW (Palo Alto Networks Inc) | 167,396 | USD 36,698,225 -0.5% | USD 219.23 -0.5% | |
| 6702.T (Fujitsu Limited) | 1,361,300 | JPY 35,603,570 0.0% | JPY 26.1541 0.0% | |
| 3626.T (TIS Inc.) | 1,026,200 | JPY 35,388,503 0.0% | JPY 34.485 0.0% | |
| CFLT (Confluent Inc) | 1,353,323 | USD 31,721,891 0.3% | USD 23.44 0.3% | |
| DLR (Digital Realty Trust Inc) | 184,254 | USD 31,684,318 0.9% | USD 171.96 0.9% | |
| MIR (Mirion Technologies Inc) | 1,062,605 | USD 31,251,213 0.1% | USD 29.41 0.1% | |
| AKAM (Akamai Technologies Inc) | 419,241 | USD 31,246,032 -0.8% | USD 74.53 -0.8% | |
| NTNX (Nutanix Inc) | 436,917 | USD 31,091,014 -0.1% | USD 71.16 -0.1% | |
| DOCU (DocuSign Inc) | 423,993 | USD 30,968,449 -0.1% | USD 73.04 -0.1% | |
| DT (Dynatrace Holdings LLC) | 606,003 | USD 30,591,031 -0.2% | USD 50.48 -0.2% | |
| EQIX (Equinix Inc) | 36,084 | USD 30,052,199 -1.6% | USD 832.84 -1.6% | |
| 9735.T (SECOM CO., LTD.) | 885,400 | JPY 29,947,057 0.0% | JPY 33.8232 0.0% | |
| WIPRO.BO (Wipro Ltd.) | 10,999,681 | INR 29,797,094 -0.1% | INR 2.70891 -0.1% | |
| OKTA (Okta Inc) | 324,202 | USD 29,528,318 -0.5% | USD 91.08 -0.5% | |
| RBRK (Rubrik, Inc.) | 374,842 | USD 28,413,024 0.7% | USD 75.8 0.7% | |
| FTNT (Fortinet Inc) | 321,779 | USD 28,162,098 1.3% | USD 87.52 1.3% | |
| FFIV (F5 Networks Inc) | 111,640 | USD 27,802,826 -1.6% | USD 249.04 -1.6% | |
| BAH (Booz Allen Hamilton Holding) | 324,360 | USD 27,732,780 -1.9% | USD 85.5 -1.9% | |
| CHKP (Check Point Software Technologies Ltd) | 142,236 | USD 27,677,703 -0.6% | USD 194.59 -0.6% | |
| S (SentinelOne Inc) | 1,493,161 | USD 26,399,086 -1.0% | USD 17.68 -1.0% | |
| PI (Impinj Inc) | 136,579 | USD 25,631,781 -7.2% | USD 187.67 -7.2% | |
| ACN (Accenture plc) | 101,878 | USD 25,310,570 -0.7% | USD 248.44 -0.7% | |
| CVLT (CommVault Systems Inc) | 174,537 | USD 24,499,759 0.8% | USD 140.37 0.8% | |
| 4768.T (Otsuka Corporation) | 1,191,400 | JPY 23,576,772 0.0% | JPY 19.7891 0.0% | |
| KD (Kyndryl Holdings Inc) | 810,583 | USD 23,304,261 -0.6% | USD 28.75 -0.6% | |
| UI (Ubiquiti Networks Inc) | 29,844 | USD 23,104,926 -1.7% | USD 774.19 -1.7% | |
| OSIS (OSI Systems Inc) | 79,219 | USD 22,268,461 0.9% | USD 281.1 0.9% | |
| 4704.T (Trend Micro Incorporated) | 435,000 | JPY 22,248,856 0.0% | JPY 51.1468 0.0% | |
| BOX (Box Inc) | 682,410 | USD 21,994,074 0.4% | USD 32.23 0.4% | |
| BCO (Brinks Company) | 197,921 | USD 21,888,083 -0.5% | USD 110.59 -0.5% | |
| QLYS (Qualys Inc) | 171,184 | USD 21,418,542 1.5% | USD 125.12 1.5% | |
| VRNS (Varonis Systems) | 526,277 | USD 18,982,811 2.4% | USD 36.07 2.4% | |
| CALX (Calix Inc) | 273,643 | USD 18,399,755 -1.7% | USD 67.24 -1.7% | |
| TENB (Tenable Holdings Inc) | 576,832 | USD 16,739,665 | USD 29.02 | |
| ADT (ADT Inc) | 1,747,976 | USD 15,364,709 -0.6% | USD 8.79 -0.6% | |
| 763.HK (ZTE CORP H) | 3,569,000 | HKD 15,015,285 -0.6% | HKD 4.20714 -0.6% | |
| BB.TO (BlackBerry Ltd) | 2,552,151 | CAD 12,245,100 -1.9% | CAD 4.79795 -1.9% | |
| EXTR (Extreme Networks Inc) | 629,988 | USD 11,831,175 -1.3% | USD 18.78 -1.3% | |
| DXC (DXC Technology Co) | 859,616 | USD 11,407,104 -6.5% | USD 13.27 -6.5% | |
| ALRM (Alarm.com Holdings Inc) | 224,003 | USD 10,991,827 -0.3% | USD 49.07 -0.3% | |
| NTCT (NetScout Systems Inc) | 333,829 | USD 9,243,725 -0.4% | USD 27.69 -0.4% | |
| ARLO (Arlo Technologies) | 483,930 | USD 9,180,152 -1.9% | USD 18.97 -1.9% | |
| ASGN (ASGN Inc) | 204,990 | USD 9,111,806 -0.7% | USD 44.45 -0.7% | |
| AVPT (Avepoint Inc) | 585,345 | USD 8,229,951 -0.1% | USD 14.06 -0.1% | |
| NSSC (NAPCO Security Technologies Inc) | 168,637 | USD 6,873,644 -7.7% | USD 40.76 -7.7% | |
| DGII (Digi International Inc) | 174,345 | USD 6,302,572 -1.4% | USD 36.15 -1.4% | |
| ATEN (A10 Network) | 338,395 | USD 6,080,958 0.7% | USD 17.97 0.7% | |
| RPD (Rapid7 Inc) | 301,117 | USD 5,624,866 0.9% | USD 18.68 0.9% | |
| 489790.KQ (HANWHA VISION LTD) | 157,021 | KRW 5,457,963 -1.7% | KRW 34.7594 -1.7% | |
| FSLY (Fastly Inc) | 641,869 | USD 5,333,931 0.2% | USD 8.31 0.2% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,527,000 | TWD 5,324,268 -0.8% | TWD 3.48675 -0.8% | |
| 022100.KS (POSCO DX COMPANY LTD) | 241,869 | KRW 5,037,566 12.8% | KRW 20.8277 12.8% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 414,200 | JPY 4,963,681 0.0% | JPY 11.9838 0.0% | |
| 6214.TW (SYSTEX CORP) | 1,142,000 | TWD 4,759,722 -1.1% | TWD 4.16788 -1.1% | |
| TMV.DE (TeamViewer SE) | 621,404 | EUR 4,461,534 -2.3% | EUR 7.17976 -2.3% | |
| 012750.KS (S-1 CORP) | 84,792 | KRW 4,434,341 -0.7% | KRW 52.2967 -0.7% | |
| NTGR (NETGEAR Inc) | 137,182 | USD 4,341,810 -8.8% | USD 31.65 -8.8% | |
| 5388.TW (SERCOMM CORP) | 1,422,000 | TWD 4,197,139 -8.4% | TWD 2.95157 -8.4% | |
| ADTN (ADTRAN Inc) | 382,567 | USD 3,990,174 0.1% | USD 10.43 0.1% | |
| 4722.T (Future Corporation) | 227,000 | JPY 3,204,879 0.0% | JPY 14.1184 0.0% | |
| 3076.T (Ai Holdings Corporation) | 176,200 | JPY 3,063,851 0.0% | JPY 17.3885 0.0% | |
| NCC.L (NCC Group plc) | 1,431,755 | GBP 2,842,208 1.1% | GBP 1.98512 1.1% | |
| GDYN (Grid Dynamics Holdings Inc) | 308,280 | USD 2,759,106 -4.2% | USD 8.95 -4.2% | |
| 2326.T (Digital Arts Inc.) | 54,400 | JPY 2,664,850 0.0% | JPY 48.9862 0.0% | |
| 3762.T (TechMatrix Corporation) | 184,600 | JPY 2,617,038 0.0% | JPY 14.1768 0.0% | |
| 6588.T (Toshiba Tec Corporation) | 121,200 | JPY 2,453,489 0.0% | JPY 20.2433 0.0% | |
| 4432.T (WingArc1st Inc.) | 110,700 | JPY 2,413,314 0.0% | JPY 21.8005 0.0% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,223,900 | MYR 2,383,034 -1.2% | MYR 1.07156 -1.2% | |
| TEJASNET.BO (Tejas Networks Limited) | 390,570 | INR 2,354,473 0.3% | INR 6.0283 0.3% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 3,018,000 | HKD 2,349,167 0.2% | HKD 0.778385 0.2% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,309,295 8.2% | USD 12.34 8.2% | |
| 3059.TW (ALTEK CORP) | 1,310,094 | TWD 2,137,385 1.0% | TWD 1.63147 1.0% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 532,000 | TWD 1,854,951 0.6% | TWD 3.48675 0.6% | |
| TNXT.MI (Tinexta Spa) | 104,612 | EUR 1,779,467 -0.5% | EUR 17.0102 -0.5% | |
| 050890.KQ (SOLiD, Inc.) | 257,390 | KRW 1,495,627 2.7% | KRW 5.81074 2.7% | |
| 3962.T (CHANGE Holdings,Inc.) | 202,700 | JPY 1,488,768 0.0% | JPY 7.34469 0.0% | |
| 2332.TW (D-LINK CORP) | 2,492,000 | TWD 1,329,616 -1.8% | TWD 0.533554 -1.8% | |
| OVH.PA (OVH Groupe SAS) | 130,105 | EUR 1,260,242 3.1% | EUR 9.68635 3.1% | |
| 3844.T (Comture Corporation) | 118,200 | JPY 1,217,086 0.0% | JPY 10.2968 0.0% | |
| UIS (Unisys Corporation) | 326,576 | USD 1,133,219 -2.8% | USD 3.47 -2.8% | |
| 053800.KQ (AhnLab, Inc.) | 25,580 | KRW 1,094,197 0.4% | KRW 42.7755 0.4% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 451,963 | USD 85,836,813 0.5% | USD 189.92 0.5% | |
| MDB (MongoDB) | 153,765 | USD 55,327,722 3.5% | USD 359.82 3.5% | |
| ANET (Arista Networks) | 349,415 | USD 55,099,251 -0.5% | USD 157.69 -0.5% | |
| DDOG (Datadog Inc) | 273,196 | USD 44,479,041 3.7% | USD 162.81 3.7% | |
| IDCC (InterDigital Inc) | 122,363 | USD 44,290,511 -8.7% | USD 361.96 -8.7% | |
| 6701.T (NEC Corporation) | 1,210,100 | JPY 44,129,316 -2.6% | JPY 36.4675 -2.6% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,245,000 | TWD 43,739,631 5.7% | TWD 35.1322 5.7% | |
| CRWD (Crowdstrike Holdings Inc) | 70,129 | USD 38,080,748 0.8% | USD 543.01 0.8% | |
| PANW (Palo Alto Networks Inc) | 167,396 | USD 36,867,295 0.9% | USD 220.24 0.9% | |
| CSCO (Cisco Systems Inc) | 501,216 | USD 36,643,902 0.3% | USD 73.11 0.3% | |
| ZS (Zscaler Inc) | 110,107 | USD 36,460,832 2.8% | USD 331.14 2.8% | |
| 6702.T (Fujitsu Limited) | 1,361,300 | JPY 35,619,748 0.8% | JPY 26.166 0.8% | |
| 3626.T (TIS Inc.) | 1,026,200 | JPY 35,404,583 1.7% | JPY 34.5007 1.7% | |
| CFLT (Confluent Inc) | 1,353,323 | USD 31,627,159 -0.6% | USD 23.37 -0.6% | |
| AKAM (Akamai Technologies Inc) | 419,241 | USD 31,484,999 1.6% | USD 75.1 1.6% | |
| DLR (Digital Realty Trust Inc) | 184,254 | USD 31,398,724 -0.2% | USD 170.41 -0.2% | |
| MIR (Mirion Technologies Inc) | 1,062,605 | USD 31,208,709 1.2% | USD 29.37 1.2% | |
| NTNX (Nutanix Inc) | 436,917 | USD 31,125,967 3.1% | USD 71.24 3.1% | |
| DOCU (DocuSign Inc) | 423,993 | USD 31,010,848 2.1% | USD 73.14 2.1% | |
| DT (Dynatrace Holdings LLC) | 606,003 | USD 30,645,572 4.0% | USD 50.57 4.0% | |
| EQIX (Equinix Inc) | 36,084 | USD 30,527,425 1.5% | USD 846.01 1.5% | |
| 9735.T (SECOM CO., LTD.) | 885,400 | JPY 29,960,665 1.2% | JPY 33.8386 1.2% | |
| WIPRO.BO (Wipro Ltd.) | 10,999,681 | INR 29,821,516 -0.6% | INR 2.71113 -0.6% | |
| OKTA (Okta Inc) | 324,202 | USD 29,674,209 4.1% | USD 91.53 4.1% | |
| BAH (Booz Allen Hamilton Holding) | 324,360 | USD 28,271,218 5.2% | USD 87.16 5.2% | |
| FFIV (F5 Networks Inc) | 111,640 | USD 28,250,502 -1.4% | USD 253.05 -1.4% | |
| RBRK (Rubrik, Inc.) | 374,842 | USD 28,214,357 5.9% | USD 75.27 5.9% | |
| CHKP (Check Point Software Technologies Ltd) | 142,236 | USD 27,832,740 -1.9% | USD 195.68 -1.9% | |
| FTNT (Fortinet Inc) | 321,779 | USD 27,811,359 2.6% | USD 86.43 2.6% | |
| PI (Impinj Inc) | 136,579 | USD 27,610,811 -1.9% | USD 202.16 -1.9% | |
| S (SentinelOne Inc) | 1,493,161 | USD 26,652,924 4.9% | USD 17.85 4.9% | |
| ACN (Accenture plc) | 101,878 | USD 25,479,688 0.3% | USD 250.1 0.3% | |
| CVLT (CommVault Systems Inc) | 174,537 | USD 24,299,041 1.2% | USD 139.22 1.2% | |
| 4768.T (Otsuka Corporation) | 1,191,400 | JPY 23,587,485 2.1% | JPY 19.7981 2.1% | |
| UI (Ubiquiti Networks Inc) | 29,844 | USD 23,492,600 2.0% | USD 787.18 2.0% | |
| KD (Kyndryl Holdings Inc) | 810,583 | USD 23,442,060 1.8% | USD 28.92 1.8% | |
| 4704.T (Trend Micro Incorporated) | 435,000 | JPY 22,258,966 3.2% | JPY 51.17 3.2% | |
| OSIS (OSI Systems Inc) | 79,219 | USD 22,059,323 14.2% | USD 278.46 14.2% | |
| BCO (Brinks Company) | 197,921 | USD 22,000,898 -0.5% | USD 111.16 -0.5% | |
| BOX (Box Inc) | 682,410 | USD 21,898,537 0.8% | USD 32.09 0.8% | |
| QLYS (Qualys Inc) | 171,184 | USD 21,100,140 -0.4% | USD 123.26 -0.4% | |
| CALX (Calix Inc) | 273,643 | USD 18,722,654 0.6% | USD 68.42 0.6% | |
| VRNS (Varonis Systems) | 526,277 | USD 18,540,739 0.7% | USD 35.23 0.7% | |
| TENB (Tenable Holdings Inc) | 576,832 | USD 16,739,665 0.6% | USD 29.02 0.6% | |
| ADT (ADT Inc) | 1,747,976 | USD 15,452,108 1.1% | USD 8.84 1.1% | |
| 763.HK (ZTE CORP H) | 3,569,000 | HKD 15,107,704 -6.2% | HKD 4.23304 -6.2% | |
| BB.TO (BlackBerry Ltd) | 2,552,151 | CAD 12,477,061 2.3% | CAD 4.88884 2.3% | |
| DXC (DXC Technology Co) | 859,616 | USD 12,206,547 9.7% | USD 14.2 9.7% | |
| EXTR (Extreme Networks Inc) | 629,988 | USD 11,982,372 2.7% | USD 19.02 2.7% | |
| ALRM (Alarm.com Holdings Inc) | 224,003 | USD 11,025,428 0.3% | USD 49.22 0.3% | |
| ARLO (Arlo Technologies) | 483,930 | USD 9,359,206 2.2% | USD 19.34 2.2% | |
| NTCT (NetScout Systems Inc) | 333,829 | USD 9,280,446 -0.9% | USD 27.8 -0.9% | |
| ASGN (ASGN Inc) | 204,990 | USD 9,175,352 2.1% | USD 44.76 2.1% | |
| AVPT (Avepoint Inc) | 585,345 | USD 8,235,804 -0.4% | USD 14.07 -0.4% | |
| NSSC (NAPCO Security Technologies Inc) | 168,637 | USD 7,445,324 0.8% | USD 44.15 0.8% | |
| DGII (Digi International Inc) | 174,345 | USD 6,394,975 -3.4% | USD 36.68 -3.4% | |
| ATEN (A10 Network) | 338,395 | USD 6,036,967 1.0% | USD 17.84 1.0% | |
| RPD (Rapid7 Inc) | 301,117 | USD 5,573,676 1.5% | USD 18.51 1.5% | |
| 489790.KQ (HANWHA VISION LTD) | 157,021 | KRW 5,554,559 -1.0% | KRW 35.3746 -1.0% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,527,000 | TWD 5,364,692 -0.6% | TWD 3.51322 -0.6% | |
| FSLY (Fastly Inc) | 641,869 | USD 5,321,094 3.9% | USD 8.29 3.9% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 414,200 | JPY 4,965,937 -1.3% | JPY 11.9892 -1.3% | |
| 6214.TW (SYSTEX CORP) | 1,142,000 | TWD 4,810,806 0.6% | TWD 4.21261 0.6% | |
| NTGR (NETGEAR Inc) | 137,182 | USD 4,762,959 2.4% | USD 34.72 2.4% | |
| 5388.TW (SERCOMM CORP) | 1,422,000 | TWD 4,584,112 0.1% | TWD 3.22371 0.1% | |
| TMV.DE (TeamViewer SE) | 621,404 | EUR 4,568,720 0.3% | EUR 7.35225 0.3% | |
| 022100.KS (POSCO DX COMPANY LTD) | 241,869 | KRW 4,464,752 -1.9% | KRW 18.4594 -1.9% | |
| 012750.KS (S-1 CORP) | 84,792 | KRW 4,463,520 0.7% | KRW 52.6408 0.7% | |
| ADTN (ADTRAN Inc) | 382,567 | USD 3,986,348 -1.1% | USD 10.42 -1.1% | |
| 4722.T (Future Corporation) | 227,000 | JPY 3,206,335 2.1% | JPY 14.1248 2.1% | |
| 3076.T (Ai Holdings Corporation) | 176,200 | JPY 3,065,243 0.7% | JPY 17.3964 0.7% | |
| GDYN (Grid Dynamics Holdings Inc) | 308,280 | USD 2,879,335 22.9% | USD 9.34 22.9% | |
| NCC.L (NCC Group plc) | 1,431,755 | GBP 2,810,380 1.4% | GBP 1.96289 1.4% | |
| 2326.T (Digital Arts Inc.) | 54,400 | JPY 2,666,061 2.4% | JPY 49.0085 2.4% | |
| 3762.T (TechMatrix Corporation) | 184,600 | JPY 2,618,227 3.0% | JPY 14.1832 3.0% | |
| 6588.T (Toshiba Tec Corporation) | 121,200 | JPY 2,454,604 0.1% | JPY 20.2525 0.1% | |
| 4432.T (WingArc1st Inc.) | 110,700 | JPY 2,414,410 1.3% | JPY 21.8104 1.3% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,223,900 | MYR 2,410,818 2.3% | MYR 1.08405 2.3% | |
| TEJASNET.BO (Tejas Networks Limited) | 390,570 | INR 2,347,259 -0.6% | INR 6.00983 -0.6% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 3,018,000 | HKD 2,345,375 -1.3% | HKD 0.777129 -1.3% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,133,385 -26.5% | USD 11.4 -26.5% | |
| 3059.TW (ALTEK CORP) | 1,310,094 | TWD 2,115,942 0.4% | TWD 1.61511 0.4% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 532,000 | TWD 1,843,076 -0.1% | TWD 3.46443 -0.1% | |
| TNXT.MI (Tinexta Spa) | 104,612 | EUR 1,788,206 -0.2% | EUR 17.0937 -0.2% | |
| 3962.T (CHANGE Holdings,Inc.) | 202,700 | JPY 1,489,445 1.0% | JPY 7.34803 1.0% | |
| 050890.KQ (SOLiD, Inc.) | 257,390 | KRW 1,456,089 -6.9% | KRW 5.65713 -6.9% | |
| 2332.TW (D-LINK CORP) | 2,492,000 | TWD 1,353,775 -4.2% | TWD 0.543248 -4.2% | |
| OVH.PA (OVH Groupe SAS) | 130,105 | EUR 1,222,361 1.2% | EUR 9.39519 1.2% | |
| 3844.T (Comture Corporation) | 118,200 | JPY 1,217,639 1.2% | JPY 10.3015 1.2% | |
| UIS (Unisys Corporation) | 326,576 | USD 1,165,876 2.3% | USD 3.57 2.3% | |
| 053800.KQ (AhnLab, Inc.) | 25,580 | KRW 1,089,809 3.7% | KRW 42.6039 3.7% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 451,963 | USD 85,402,928 -0.2% | USD 188.96 -0.2% | |
| ANET (Arista Networks) | 349,415 | USD 55,361,313 -2.2% | USD 158.44 -2.2% | |
| MDB (MongoDB) | 153,765 | USD 53,439,488 2.1% | USD 347.54 2.1% | |
| IDCC (InterDigital Inc) | 122,363 | USD 48,501,022 3.5% | USD 396.37 3.5% | |
| 6701.T (NEC Corporation) | 1,210,100 | JPY 45,330,182 11.5% | JPY 37.4599 11.5% | |
| DDOG (Datadog Inc) | 273,196 | USD 42,910,896 0.7% | USD 157.07 0.7% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,245,000 | TWD 41,364,821 4.4% | TWD 33.2248 4.4% | |
| CRWD (Crowdstrike Holdings Inc) | 70,129 | USD 37,777,090 -1.3% | USD 538.68 -1.3% | |
| CSCO (Cisco Systems Inc) | 501,216 | USD 36,543,659 2.2% | USD 72.91 2.2% | |
| PANW (Palo Alto Networks Inc) | 167,396 | USD 36,537,525 0.5% | USD 218.27 0.5% | |
| ZS (Zscaler Inc) | 110,107 | USD 35,458,858 0.3% | USD 322.04 0.3% | |
| 6702.T (Fujitsu Limited) | 1,361,300 | JPY 35,320,598 2.7% | JPY 25.9462 2.7% | |
| 3626.T (TIS Inc.) | 1,026,200 | JPY 34,826,831 0.8% | JPY 33.9377 0.8% | |
| CFLT (Confluent Inc) | 1,353,323 | USD 31,830,157 -0.5% | USD 23.52 -0.5% | |
| DLR (Digital Realty Trust Inc) | 184,254 | USD 31,461,371 2.2% | USD 170.75 2.2% | |
| AKAM (Akamai Technologies Inc) | 419,241 | USD 30,994,487 1.3% | USD 73.93 1.3% | |
| MIR (Mirion Technologies Inc) | 1,062,605 | USD 30,847,423 -2.4% | USD 29.03 -2.4% | |
| DOCU (DocuSign Inc) | 423,993 | USD 30,362,139 3.8% | USD 71.61 3.8% | |
| NTNX (Nutanix Inc) | 436,917 | USD 30,182,226 1.4% | USD 69.08 1.4% | |
| EQIX (Equinix Inc) | 36,084 | USD 30,063,745 4.4% | USD 833.16 4.4% | |
| WIPRO.BO (Wipro Ltd.) | 10,999,681 | INR 29,999,215 -0.7% | INR 2.72728 -0.7% | |
| 9735.T (SECOM CO., LTD.) | 885,400 | JPY 29,617,668 -0.6% | JPY 33.4512 -0.6% | |
| DT (Dynatrace Holdings LLC) | 606,003 | USD 29,463,866 -0.8% | USD 48.62 -0.8% | |
| FFIV (F5 Networks Inc) | 111,640 | USD 28,656,872 -0.8% | USD 256.69 -0.8% | |
| OKTA (Okta Inc) | 324,202 | USD 28,500,598 0.3% | USD 87.91 0.3% | |
| CHKP (Check Point Software Technologies Ltd) | 142,236 | USD 28,373,237 1.1% | USD 199.48 1.1% | |
| PI (Impinj Inc) | 136,579 | USD 28,146,200 -14.8% | USD 206.08 -14.8% | |
| FTNT (Fortinet Inc) | 321,779 | USD 27,093,792 0.0% | USD 84.2 0.0% | |
| BAH (Booz Allen Hamilton Holding) | 324,360 | USD 26,863,495 0.0% | USD 82.82 0.0% | |
| RBRK (Rubrik, Inc.) | 374,842 | USD 26,632,524 -1.2% | USD 71.05 -1.2% | |
| S (SentinelOne Inc) | 1,493,161 | USD 25,398,669 0.8% | USD 17.01 0.8% | |
| ACN (Accenture plc) | 101,878 | USD 25,393,092 0.6% | USD 249.25 0.6% | |
| CVLT (CommVault Systems Inc) | 174,537 | USD 24,019,782 -1.8% | USD 137.62 -1.8% | |
| 4768.T (Otsuka Corporation) | 1,191,400 | JPY 23,095,378 0.2% | JPY 19.3851 0.2% | |
| UI (Ubiquiti Networks Inc) | 29,844 | USD 23,034,793 -0.2% | USD 771.84 -0.2% | |
| KD (Kyndryl Holdings Inc) | 810,583 | USD 23,028,663 0.1% | USD 28.41 0.1% | |
| BCO (Brinks Company) | 197,921 | USD 22,115,693 -0.9% | USD 111.74 -0.9% | |
| BOX (Box Inc) | 682,410 | USD 21,734,759 0.6% | USD 31.85 0.6% | |
| 4704.T (Trend Micro Incorporated) | 435,000 | JPY 21,565,887 -1.9% | JPY 49.5768 -1.9% | |
| QLYS (Qualys Inc) | 171,184 | USD 21,190,867 1.0% | USD 123.79 1.0% | |
| OSIS (OSI Systems Inc) | 79,219 | USD 19,315,177 -2.2% | USD 243.82 -2.2% | |
| CALX (Calix Inc) | 273,643 | USD 18,618,670 9.3% | USD 68.04 9.3% | |
| VRNS (Varonis Systems) | 526,277 | USD 18,419,695 8.2% | USD 35 8.2% | |
| TENB (Tenable Holdings Inc) | 576,832 | USD 16,638,719 0.7% | USD 28.845 0.7% | |
| 763.HK (ZTE CORP H) | 3,569,000 | HKD 16,105,587 -11.4% | HKD 4.51263 -11.4% | |
| ADT (ADT Inc) | 1,747,976 | USD 15,277,310 1.7% | USD 8.74 1.7% | |
| BB.TO (BlackBerry Ltd) | 2,552,151 | CAD 12,192,647 -1.7% | CAD 4.7774 -1.7% | |
| EXTR (Extreme Networks Inc) | 629,988 | USD 11,670,528 2.9% | USD 18.525 2.9% | |
| DXC (DXC Technology Co) | 859,616 | USD 11,123,431 -1.7% | USD 12.94 -1.7% | |
| ALRM (Alarm.com Holdings Inc) | 224,003 | USD 10,996,307 0.0% | USD 49.09 0.0% | |
| NTCT (NetScout Systems Inc) | 333,829 | USD 9,363,903 5.8% | USD 28.05 5.8% | |
| ARLO (Arlo Technologies) | 483,930 | USD 9,160,795 -2.1% | USD 18.93 -2.1% | |
| ASGN (ASGN Inc) | 204,990 | USD 8,984,712 -1.6% | USD 43.83 -1.6% | |
| AVPT (Avepoint Inc) | 585,345 | USD 8,270,925 1.9% | USD 14.13 1.9% | |
| NSSC (NAPCO Security Technologies Inc) | 168,637 | USD 7,382,928 0.0% | USD 43.78 0.0% | |
| DGII (Digi International Inc) | 174,345 | USD 6,623,367 -0.4% | USD 37.99 -0.4% | |
| ATEN (A10 Network) | 338,395 | USD 5,979,440 1.0% | USD 17.67 1.0% | |
| 489790.KQ (HANWHA VISION LTD) | 157,021 | KRW 5,612,413 -1.4% | KRW 35.7431 -1.4% | |
| RPD (Rapid7 Inc) | 301,117 | USD 5,492,374 -0.2% | USD 18.24 -0.2% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,527,000 | TWD 5,396,726 -0.8% | TWD 3.5342 -0.8% | |
| FSLY (Fastly Inc) | 641,869 | USD 5,122,115 -0.5% | USD 7.98 -0.5% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 414,200 | JPY 5,029,562 3.6% | JPY 12.1428 3.6% | |
| 6214.TW (SYSTEX CORP) | 1,142,000 | TWD 4,780,033 -1.5% | TWD 4.18567 -1.5% | |
| NTGR (NETGEAR Inc) | 137,182 | USD 4,649,098 0.8% | USD 33.89 0.8% | |
| 5388.TW (SERCOMM CORP) | 1,422,000 | TWD 4,580,971 -0.1% | TWD 3.2215 -0.1% | |
| TMV.DE (TeamViewer SE) | 621,404 | EUR 4,555,871 -2.8% | EUR 7.33158 -2.8% | |
| 022100.KS (POSCO DX COMPANY LTD) | 241,869 | KRW 4,551,412 -3.1% | KRW 18.8177 -3.1% | |
| 012750.KS (S-1 CORP) | 84,792 | KRW 4,433,180 -2.2% | KRW 52.283 -2.2% | |
| ADTN (ADTRAN Inc) | 382,567 | USD 4,032,256 3.8% | USD 10.54 3.8% | |
| 4722.T (Future Corporation) | 227,000 | JPY 3,140,732 -0.1% | JPY 13.8358 -0.1% | |
| 3076.T (Ai Holdings Corporation) | 176,200 | JPY 3,044,769 -1.2% | JPY 17.2802 -1.2% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,902,526 2.3% | USD 15.51 2.3% | |
| NCC.L (NCC Group plc) | 1,431,755 | GBP 2,771,103 -2.3% | GBP 1.93546 -2.3% | |
| 2326.T (Digital Arts Inc.) | 54,400 | JPY 2,604,171 -0.6% | JPY 47.8708 -0.6% | |
| 3762.T (TechMatrix Corporation) | 184,600 | JPY 2,540,922 0.2% | JPY 13.7645 0.2% | |
| 6588.T (Toshiba Tec Corporation) | 121,200 | JPY 2,452,852 1.3% | JPY 20.2381 1.3% | |
| 4432.T (WingArc1st Inc.) | 110,700 | JPY 2,383,965 -0.4% | JPY 21.5354 -0.4% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 3,018,000 | HKD 2,377,326 0.7% | HKD 0.787716 0.7% | |
| TEJASNET.BO (Tejas Networks Limited) | 390,570 | INR 2,360,933 -1.7% | INR 6.04484 -1.7% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,223,900 | MYR 2,357,678 -0.7% | MYR 1.06015 -0.7% | |
| GDYN (Grid Dynamics Holdings Inc) | 308,280 | USD 2,342,928 -6.2% | USD 7.6 -6.2% | |
| 3059.TW (ALTEK CORP) | 1,310,094 | TWD 2,108,099 -2.0% | TWD 1.60912 -2.0% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 532,000 | TWD 1,845,537 -2.2% | TWD 3.46905 -2.2% | |
| TNXT.MI (Tinexta Spa) | 104,612 | EUR 1,791,615 -1.4% | EUR 17.1263 -1.4% | |
| 050890.KQ (SOLiD, Inc.) | 257,390 | KRW 1,563,985 -2.1% | KRW 6.07632 -2.1% | |
| 3962.T (CHANGE Holdings,Inc.) | 202,700 | JPY 1,475,234 -1.1% | JPY 7.27792 -1.1% | |
| 2332.TW (D-LINK CORP) | 2,492,000 | TWD 1,412,404 1.1% | TWD 0.566775 1.1% | |
| OVH.PA (OVH Groupe SAS) | 130,105 | EUR 1,207,389 0.6% | EUR 9.28011 0.6% | |
| 3844.T (Comture Corporation) | 118,200 | JPY 1,203,736 0.0% | JPY 10.1839 0.0% | |
| UIS (Unisys Corporation) | 326,576 | USD 1,139,750 -1.1% | USD 3.49 -1.1% | |
| 053800.KQ (AhnLab, Inc.) | 25,580 | KRW 1,050,558 -0.8% | KRW 41.0695 -0.8% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 451,963 | USD 85,543,037 3.4% | USD 189.27 3.4% | |
| ANET (Arista Networks) | 349,415 | USD 56,615,712 3.4% | USD 162.03 3.4% | |
| MDB (MongoDB) | 153,765 | USD 52,361,595 1.2% | USD 340.53 1.2% | |
| IDCC (InterDigital Inc) | 122,363 | USD 46,849,122 2.8% | USD 382.87 2.8% | |
| DDOG (Datadog Inc) | 273,196 | USD 42,618,576 -0.8% | USD 156 -0.8% | |
| 6701.T (NEC Corporation) | 1,210,100 | JPY 40,653,944 0.3% | JPY 33.5955 0.3% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,245,000 | TWD 39,607,808 0.9% | TWD 31.8135 0.9% | |
| CRWD (Crowdstrike Holdings Inc) | 70,129 | USD 38,255,370 -0.3% | USD 545.5 -0.3% | |
| PANW (Palo Alto Networks Inc) | 167,396 | USD 36,351,715 -1.9% | USD 217.16 -1.9% | |
| CSCO (Cisco Systems Inc) | 501,216 | USD 35,751,737 -1.8% | USD 71.33 -1.8% | |
| ZS (Zscaler Inc) | 110,107 | USD 35,339,943 -2.4% | USD 320.96 -2.4% | |
| 3626.T (TIS Inc.) | 1,026,200 | JPY 34,536,519 0.3% | JPY 33.6548 0.3% | |
| 6702.T (Fujitsu Limited) | 1,361,300 | JPY 34,398,754 -0.4% | JPY 25.269 -0.4% | |
| PI (Impinj Inc) | 136,579 | USD 33,039,826 2.6% | USD 241.91 2.6% | |
| CFLT (Confluent Inc) | 1,353,323 | USD 32,006,089 -0.4% | USD 23.65 -0.4% | |
| MIR (Mirion Technologies Inc) | 1,062,605 | USD 31,612,499 18.1% | USD 29.75 18.1% | |
| DLR (Digital Realty Trust Inc) | 184,254 | USD 30,796,214 -4.0% | USD 167.14 -4.0% | |
| AKAM (Akamai Technologies Inc) | 419,241 | USD 30,608,785 -3.6% | USD 73.01 -3.6% | |
| WIPRO.BO (Wipro Ltd.) | 10,999,681 | INR 30,212,881 0.0% | INR 2.74671 0.0% | |
| 9735.T (SECOM CO., LTD.) | 885,400 | JPY 29,797,928 -0.8% | JPY 33.6548 -0.8% | |
| NTNX (Nutanix Inc) | 436,917 | USD 29,771,524 -1.3% | USD 68.14 -1.3% | |
| DT (Dynatrace Holdings LLC) | 606,003 | USD 29,700,207 -1.3% | USD 49.01 -1.3% | |
| DOCU (DocuSign Inc) | 423,993 | USD 29,247,037 -2.4% | USD 68.98 -2.4% | |
| FFIV (F5 Networks Inc) | 111,640 | USD 28,887,966 -3.3% | USD 258.76 -3.3% | |
| EQIX (Equinix Inc) | 36,084 | USD 28,785,289 -2.3% | USD 797.73 -2.3% | |
| OKTA (Okta Inc) | 324,202 | USD 28,416,305 -1.9% | USD 87.65 -1.9% | |
| CHKP (Check Point Software Technologies Ltd) | 142,236 | USD 28,060,318 -3.1% | USD 197.28 -3.1% | |
| FTNT (Fortinet Inc) | 321,779 | USD 27,100,227 -1.9% | USD 84.22 -1.9% | |
| RBRK (Rubrik, Inc.) | 374,842 | USD 26,958,637 -5.5% | USD 71.92 -5.5% | |
| BAH (Booz Allen Hamilton Holding) | 324,360 | USD 26,866,739 -3.2% | USD 82.83 -3.2% | |
| ACN (Accenture plc) | 101,878 | USD 25,240,275 -2.2% | USD 247.75 -2.2% | |
| S (SentinelOne Inc) | 1,493,161 | USD 25,204,558 -4.4% | USD 16.88 -4.4% | |
| CVLT (CommVault Systems Inc) | 174,537 | USD 24,459,615 -3.9% | USD 140.14 -3.9% | |
| UI (Ubiquiti Networks Inc) | 29,844 | USD 23,084,931 1.5% | USD 773.52 1.5% | |
| 4768.T (Otsuka Corporation) | 1,191,400 | JPY 23,051,639 -2.6% | JPY 19.3484 -2.6% | |
| KD (Kyndryl Holdings Inc) | 810,583 | USD 23,012,451 -1.6% | USD 28.39 -1.6% | |
| BCO (Brinks Company) | 197,921 | USD 22,319,551 -2.2% | USD 112.77 -2.2% | |
| 4704.T (Trend Micro Incorporated) | 435,000 | JPY 21,986,934 -1.1% | JPY 50.5447 -1.1% | |
| BOX (Box Inc) | 682,410 | USD 21,611,925 -3.0% | USD 31.67 -3.0% | |
| QLYS (Qualys Inc) | 171,184 | USD 20,980,311 -3.5% | USD 122.56 -3.5% | |
| OSIS (OSI Systems Inc) | 79,219 | USD 19,754,842 -0.6% | USD 249.37 -0.6% | |
| 763.HK (ZTE CORP H) | 3,569,000 | HKD 18,169,839 0.0% | HKD 5.09102 0.0% | |
| CALX (Calix Inc) | 273,643 | USD 17,028,804 0.7% | USD 62.23 0.7% | |
| VRNS (Varonis Systems) | 526,277 | USD 17,019,798 -48.7% | USD 32.34 -48.7% | |
| TENB (Tenable Holdings Inc) | 576,832 | USD 16,520,468 -5.6% | USD 28.64 -5.6% | |
| ADT (ADT Inc) | 1,747,976 | USD 15,015,114 -1.4% | USD 8.59 -1.4% | |
| BB.TO (BlackBerry Ltd) | 2,552,151 | CAD 12,397,553 0.6% | CAD 4.85769 0.6% | |
| EXTR (Extreme Networks Inc) | 629,988 | USD 11,346,084 -15.3% | USD 18.01 -15.3% | |
| DXC (DXC Technology Co) | 859,616 | USD 11,321,143 -1.4% | USD 13.17 -1.4% | |
| ALRM (Alarm.com Holdings Inc) | 224,003 | USD 10,998,547 -5.5% | USD 49.1 -5.5% | |
| ARLO (Arlo Technologies) | 483,930 | USD 9,359,206 0.4% | USD 19.34 0.4% | |
| ASGN (ASGN Inc) | 204,990 | USD 9,132,305 -1.8% | USD 44.55 -1.8% | |
| NTCT (NetScout Systems Inc) | 333,829 | USD 8,853,145 -1.8% | USD 26.52 -1.8% | |
| AVPT (Avepoint Inc) | 585,345 | USD 8,118,735 -4.5% | USD 13.87 -4.5% | |
| NSSC (NAPCO Security Technologies Inc) | 168,637 | USD 7,379,555 -0.5% | USD 43.76 -0.5% | |
| DGII (Digi International Inc) | 174,345 | USD 6,649,518 -1.4% | USD 38.14 -1.4% | |
| ATEN (A10 Network) | 338,395 | USD 5,918,529 -3.6% | USD 17.49 -3.6% | |
| 489790.KQ (HANWHA VISION LTD) | 157,021 | KRW 5,692,306 -2.6% | KRW 36.2519 -2.6% | |
| RPD (Rapid7 Inc) | 301,117 | USD 5,504,419 -3.4% | USD 18.28 -3.4% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,527,000 | TWD 5,442,070 0.6% | TWD 3.5639 0.6% | |
| FSLY (Fastly Inc) | 641,869 | USD 5,147,789 -3.3% | USD 8.02 -3.3% | |
| 6214.TW (SYSTEX CORP) | 1,142,000 | TWD 4,854,093 -1.4% | TWD 4.25052 -1.4% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 414,200 | JPY 4,852,895 0.0% | JPY 11.7163 0.0% | |
| 022100.KS (POSCO DX COMPANY LTD) | 241,869 | KRW 4,696,649 -2.3% | KRW 19.4182 -2.3% | |
| TMV.DE (TeamViewer SE) | 621,404 | EUR 4,689,492 0.0% | EUR 7.54661 0.0% | |
| NTGR (NETGEAR Inc) | 137,182 | USD 4,610,687 -0.9% | USD 33.61 -0.9% | |
| 5388.TW (SERCOMM CORP) | 1,422,000 | TWD 4,584,322 0.9% | TWD 3.22386 0.9% | |
| 012750.KS (S-1 CORP) | 84,792 | KRW 4,530,848 1.2% | KRW 53.4349 1.2% | |
| ADTN (ADTRAN Inc) | 382,567 | USD 3,883,055 -1.4% | USD 10.15 -1.4% | |
| 4722.T (Future Corporation) | 227,000 | JPY 3,145,203 -2.6% | JPY 13.8555 -2.6% | |
| 3076.T (Ai Holdings Corporation) | 176,200 | JPY 3,080,383 -1.5% | JPY 17.4823 -1.5% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,837,027 -5.5% | USD 15.16 -5.5% | |
| NCC.L (NCC Group plc) | 1,431,755 | GBP 2,836,204 -1.2% | GBP 1.98093 -1.2% | |
| 2326.T (Digital Arts Inc.) | 54,400 | JPY 2,621,083 -3.7% | JPY 48.1817 -3.7% | |
| 3762.T (TechMatrix Corporation) | 184,600 | JPY 2,535,858 -0.8% | JPY 13.737 -0.8% | |
| GDYN (Grid Dynamics Holdings Inc) | 308,280 | USD 2,497,068 -1.5% | USD 8.1 -1.5% | |
| 6588.T (Toshiba Tec Corporation) | 121,200 | JPY 2,421,208 -1.0% | JPY 19.977 -1.0% | |
| TEJASNET.BO (Tejas Networks Limited) | 390,570 | INR 2,401,004 -0.2% | INR 6.14744 -0.2% | |
| 4432.T (WingArc1st Inc.) | 110,700 | JPY 2,393,612 -0.3% | JPY 21.6225 -0.3% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,223,900 | MYR 2,373,364 -0.5% | MYR 1.06721 -0.5% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 3,018,000 | HKD 2,361,408 0.0% | HKD 0.782441 0.0% | |
| 3059.TW (ALTEK CORP) | 1,310,094 | TWD 2,150,328 2.2% | TWD 1.64135 2.2% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 532,000 | TWD 1,887,296 0.1% | TWD 3.54755 0.1% | |
| TNXT.MI (Tinexta Spa) | 104,612 | EUR 1,816,869 0.0% | EUR 17.3677 0.0% | |
| 050890.KQ (SOLiD, Inc.) | 257,390 | KRW 1,598,294 22.6% | KRW 6.20962 22.6% | |
| 3962.T (CHANGE Holdings,Inc.) | 202,700 | JPY 1,491,648 -1.8% | JPY 7.35889 -1.8% | |
| 2332.TW (D-LINK CORP) | 2,492,000 | TWD 1,397,368 3.7% | TWD 0.560742 3.7% | |
| 3844.T (Comture Corporation) | 118,200 | JPY 1,203,590 -1.6% | JPY 10.1827 -1.6% | |
| OVH.PA (OVH Groupe SAS) | 130,105 | EUR 1,199,619 -1.4% | EUR 9.22039 -1.4% | |
| UIS (Unisys Corporation) | 326,576 | USD 1,152,813 -4.6% | USD 3.53 -4.6% | |
| 053800.KQ (AhnLab, Inc.) | 25,580 | KRW 1,059,542 0.4% | KRW 41.4207 0.4% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 451,963 | USD 82,727,308 0.3% | USD 183.04 0.3% | |
| ANET (Arista Networks) | 349,415 | USD 54,777,790 0.0% | USD 156.77 0.0% | |
| MDB (MongoDB) | 153,765 | USD 51,735,772 -1.1% | USD 336.46 -1.1% | |
| IDCC (InterDigital Inc) | 122,363 | USD 45,577,770 -3.7% | USD 372.48 -3.7% | |
| DDOG (Datadog Inc) | 273,196 | USD 42,965,535 -0.2% | USD 157.27 -0.2% | |
| 6701.T (NEC Corporation) | 1,210,100 | JPY 40,512,960 -0.7% | JPY 33.479 -0.7% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,245,000 | TWD 39,243,018 0.6% | TWD 31.5205 0.6% | |
| CRWD (Crowdstrike Holdings Inc) | 70,129 | USD 38,356,355 3.3% | USD 546.94 3.3% | |
| PANW (Palo Alto Networks Inc) | 167,396 | USD 37,058,126 0.5% | USD 221.38 0.5% | |
| CSCO (Cisco Systems Inc) | 501,216 | USD 36,398,306 1.7% | USD 72.62 1.7% | |
| ZS (Zscaler Inc) | 110,107 | USD 36,223,001 0.8% | USD 328.98 0.8% | |
| 6702.T (Fujitsu Limited) | 1,361,300 | JPY 34,534,639 -0.9% | JPY 25.3689 -0.9% | |
| 3626.T (TIS Inc.) | 1,026,200 | JPY 34,416,868 -0.1% | JPY 33.5382 -0.1% | |
| VRNS (Varonis Systems) | 526,277 | USD 33,155,451 0.5% | USD 63 0.5% | |
| PI (Impinj Inc) | 136,579 | USD 32,217,620 -0.8% | USD 235.89 -0.8% | |
| CFLT (Confluent Inc) | 1,353,323 | USD 32,141,421 7.6% | USD 23.75 7.6% | |
| DLR (Digital Realty Trust Inc) | 184,254 | USD 32,071,251 -2.3% | USD 174.06 -2.3% | |
| AKAM (Akamai Technologies Inc) | 419,241 | USD 31,757,506 0.3% | USD 75.75 0.3% | |
| WIPRO.BO (Wipro Ltd.) | 10,999,681 | INR 30,206,089 -0.6% | INR 2.74609 -0.6% | |
| NTNX (Nutanix Inc) | 436,917 | USD 30,177,857 -0.7% | USD 69.07 -0.7% | |
| DT (Dynatrace Holdings LLC) | 606,003 | USD 30,081,989 -1.7% | USD 49.64 -1.7% | |
| 9735.T (SECOM CO., LTD.) | 885,400 | JPY 30,032,200 -0.2% | JPY 33.9194 -0.2% | |
| DOCU (DocuSign Inc) | 423,993 | USD 29,976,305 -1.0% | USD 70.7 -1.0% | |
| FFIV (F5 Networks Inc) | 111,640 | USD 29,872,631 -7.9% | USD 267.58 -7.9% | |
| EQIX (Equinix Inc) | 36,084 | USD 29,449,235 -3.2% | USD 816.13 -3.2% | |
| OKTA (Okta Inc) | 324,202 | USD 28,954,481 -0.8% | USD 89.31 -0.8% | |
| CHKP (Check Point Software Technologies Ltd) | 142,236 | USD 28,953,560 6.2% | USD 203.56 6.2% | |
| RBRK (Rubrik, Inc.) | 374,842 | USD 28,532,973 -2.1% | USD 76.12 -2.1% | |
| BAH (Booz Allen Hamilton Holding) | 324,360 | USD 27,752,242 -1.1% | USD 85.56 -1.1% | |
| FTNT (Fortinet Inc) | 321,779 | USD 27,631,163 0.7% | USD 85.87 0.7% | |
| MIR (Mirion Technologies Inc) | 1,062,605 | USD 26,767,020 2.6% | USD 25.19 2.6% | |
| S (SentinelOne Inc) | 1,493,161 | USD 26,354,292 0.3% | USD 17.65 0.3% | |
| ACN (Accenture plc) | 101,878 | USD 25,810,791 1.0% | USD 253.35 1.0% | |
| CVLT (CommVault Systems Inc) | 174,537 | USD 25,444,004 -16.3% | USD 145.78 -16.3% | |
| 4768.T (Otsuka Corporation) | 1,191,400 | JPY 23,678,444 -2.2% | JPY 19.8745 -2.2% | |
| KD (Kyndryl Holdings Inc) | 810,583 | USD 23,385,320 -0.2% | USD 28.85 -0.2% | |
| BCO (Brinks Company) | 197,921 | USD 22,816,333 -0.4% | USD 115.28 -0.4% | |
| UI (Ubiquiti Networks Inc) | 29,844 | USD 22,749,186 2.4% | USD 762.27 2.4% | |
| BOX (Box Inc) | 682,410 | USD 22,273,862 -0.2% | USD 32.64 -0.2% | |
| 4704.T (Trend Micro Incorporated) | 435,000 | JPY 22,242,450 -1.4% | JPY 51.1321 -1.4% | |
| QLYS (Qualys Inc) | 171,184 | USD 21,738,656 0.7% | USD 126.99 0.7% | |
| OSIS (OSI Systems Inc) | 79,219 | USD 19,879,216 -1.2% | USD 250.94 -1.2% | |
| 763.HK (ZTE CORP H) | 3,569,000 | HKD 18,172,177 -4.9% | HKD 5.09167 -4.9% | |
| TENB (Tenable Holdings Inc) | 576,832 | USD 17,506,851 0.7% | USD 30.35 0.7% | |
| CALX (Calix Inc) | 273,643 | USD 16,905,665 1.3% | USD 61.78 1.3% | |
| ADT (ADT Inc) | 1,747,976 | USD 15,224,871 -0.3% | USD 8.71 -0.3% | |
| EXTR (Extreme Networks Inc) | 629,988 | USD 13,399,845 2.6% | USD 21.27 2.6% | |
| BB.TO (BlackBerry Ltd) | 2,552,151 | CAD 12,323,570 0.9% | CAD 4.8287 0.9% | |
| ALRM (Alarm.com Holdings Inc) | 224,003 | USD 11,634,716 0.9% | USD 51.94 0.9% | |
| DXC (DXC Technology Co) | 859,616 | USD 11,484,470 -0.5% | USD 13.36 -0.5% | |
| ARLO (Arlo Technologies) | 483,930 | USD 9,320,492 0.2% | USD 19.26 0.2% | |
| ASGN (ASGN Inc) | 204,990 | USD 9,300,396 -1.7% | USD 45.37 -1.7% | |
| NTCT (NetScout Systems Inc) | 333,829 | USD 9,016,721 0.1% | USD 27.01 0.1% | |
| AVPT (Avepoint Inc) | 585,345 | USD 8,505,063 -1.3% | USD 14.53 -1.3% | |
| NSSC (NAPCO Security Technologies Inc) | 168,637 | USD 7,420,028 -0.2% | USD 44 -0.2% | |
| DGII (Digi International Inc) | 174,345 | USD 6,743,665 1.0% | USD 38.68 1.0% | |
| ATEN (A10 Network) | 338,395 | USD 6,141,869 2.1% | USD 18.15 2.1% | |
| 489790.KQ (HANWHA VISION LTD) | 157,021 | KRW 5,845,335 -1.3% | KRW 37.2265 -1.3% | |
| RPD (Rapid7 Inc) | 301,117 | USD 5,700,145 0.5% | USD 18.93 0.5% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,527,000 | TWD 5,411,710 -0.7% | TWD 3.54401 -0.7% | |
| FSLY (Fastly Inc) | 641,869 | USD 5,321,094 -0.4% | USD 8.29 -0.4% | |
| 6214.TW (SYSTEX CORP) | 1,142,000 | TWD 4,923,861 -2.0% | TWD 4.31161 -2.0% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 414,200 | JPY 4,851,003 -3.8% | JPY 11.7117 -3.8% | |
| 022100.KS (POSCO DX COMPANY LTD) | 241,869 | KRW 4,804,899 -0.2% | KRW 19.8657 -0.2% | |
| TMV.DE (TeamViewer SE) | 621,404 | EUR 4,687,281 -0.9% | EUR 7.54305 -0.9% | |
| NTGR (NETGEAR Inc) | 137,182 | USD 4,651,842 2.0% | USD 33.91 2.0% | |
| 5388.TW (SERCOMM CORP) | 1,422,000 | TWD 4,542,597 -0.6% | TWD 3.19451 -0.6% | |
| 012750.KS (S-1 CORP) | 84,792 | KRW 4,478,108 -0.8% | KRW 52.8129 -0.8% | |
| ADTN (ADTRAN Inc) | 382,567 | USD 3,936,614 3.2% | USD 10.29 3.2% | |
| 4722.T (Future Corporation) | 227,000 | JPY 3,228,471 -1.5% | JPY 14.2223 -1.5% | |
| 3076.T (Ai Holdings Corporation) | 176,200 | JPY 3,126,680 -2.7% | JPY 17.7451 -2.7% | |
| OSPN (OneSpan Inc) | 187,139 | USD 3,001,710 0.3% | USD 16.04 0.3% | |
| NCC.L (NCC Group plc) | 1,431,755 | GBP 2,870,529 -1.4% | GBP 2.0049 -1.4% | |
| 2326.T (Digital Arts Inc.) | 54,400 | JPY 2,720,804 -2.6% | JPY 50.0148 -2.6% | |
| 3762.T (TechMatrix Corporation) | 184,600 | JPY 2,555,076 -3.5% | JPY 13.8411 -3.6% | |
| GDYN (Grid Dynamics Holdings Inc) | 308,280 | USD 2,534,062 0.4% | USD 8.22 0.4% | |
| 6588.T (Toshiba Tec Corporation) | 121,200 | JPY 2,445,427 -1.0% | JPY 20.1768 -1.0% | |
| TEJASNET.BO (Tejas Networks Limited) | 390,570 | INR 2,406,554 -0.1% | INR 6.16165 -0.1% | |
| 4432.T (WingArc1st Inc.) | 110,700 | JPY 2,400,907 -1.5% | JPY 21.6884 -1.5% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,223,900 | MYR 2,384,169 -1.5% | MYR 1.07207 -1.5% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 3,018,000 | HKD 2,361,712 -2.8% | HKD 0.782542 -2.8% | |
| 3059.TW (ALTEK CORP) | 1,310,094 | TWD 2,103,254 -1.1% | TWD 1.60542 -1.1% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 532,000 | TWD 1,885,416 0.7% | TWD 3.54401 0.7% | |
| TNXT.MI (Tinexta Spa) | 104,612 | EUR 1,816,013 0.1% | EUR 17.3595 0.1% | |
| 3962.T (CHANGE Holdings,Inc.) | 202,700 | JPY 1,518,701 -3.4% | JPY 7.49236 -3.4% | |
| 2332.TW (D-LINK CORP) | 2,492,000 | TWD 1,347,137 -1.2% | TWD 0.540585 -1.2% | |
| 050890.KQ (SOLiD, Inc.) | 257,390 | KRW 1,303,830 2.3% | KRW 5.06558 2.3% | |
| 3844.T (Comture Corporation) | 118,200 | JPY 1,222,745 -3.0% | JPY 10.3447 -3.0% | |
| OVH.PA (OVH Groupe SAS) | 130,105 | EUR 1,217,255 -2.7% | EUR 9.35594 -2.7% | |
| UIS (Unisys Corporation) | 326,576 | USD 1,208,331 -1.6% | USD 3.7 -1.6% | |
| 053800.KQ (AhnLab, Inc.) | 25,580 | KRW 1,055,488 -1.2% | KRW 41.2622 -1.2% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 451,963 | USD 82,501,326 1.9% | USD 182.54 1.9% | |
| ANET (Arista Networks) | 349,415 | USD 54,791,766 1.9% | USD 156.81 1.9% | |
| MDB (MongoDB) | 153,765 | USD 52,306,240 2.0% | USD 340.17 2.0% | |
| IDCC (InterDigital Inc) | 122,363 | USD 47,333,679 2.2% | USD 386.83 2.2% | |
| DDOG (Datadog Inc) | 273,196 | USD 43,061,154 0.7% | USD 157.62 0.7% | |
| 6701.T (NEC Corporation) | 1,210,100 | JPY 40,793,795 1.4% | JPY 33.7111 1.4% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,245,000 | TWD 39,024,780 3.4% | TWD 31.3452 3.4% | |
| CRWD (Crowdstrike Holdings Inc) | 70,129 | USD 37,147,331 0.5% | USD 529.7 0.5% | |
| PANW (Palo Alto Networks Inc) | 167,396 | USD 36,875,665 1.5% | USD 220.29 1.5% | |
| ZS (Zscaler Inc) | 110,107 | USD 35,931,217 1.0% | USD 326.33 1.0% | |
| CSCO (Cisco Systems Inc) | 501,216 | USD 35,781,810 1.1% | USD 71.39 1.1% | |
| 6702.T (Fujitsu Limited) | 1,361,300 | JPY 34,865,001 1.2% | JPY 25.6115 1.2% | |
| 3626.T (TIS Inc.) | 1,026,200 | JPY 34,453,562 0.5% | JPY 33.5739 0.5% | |
| VRNS (Varonis Systems) | 526,277 | USD 32,987,042 0.6% | USD 62.68 0.6% | |
| DLR (Digital Realty Trust Inc) | 184,254 | USD 32,823,008 -0.6% | USD 178.14 -0.6% | |
| PI (Impinj Inc) | 136,579 | USD 32,489,413 0.9% | USD 237.88 0.9% | |
| FFIV (F5 Networks Inc) | 111,640 | USD 32,421,372 -2.7% | USD 290.41 -2.7% | |
| AKAM (Akamai Technologies Inc) | 419,241 | USD 31,648,503 0.6% | USD 75.49 0.6% | |
| DT (Dynatrace Holdings LLC) | 606,003 | USD 30,609,212 0.4% | USD 50.51 0.4% | |
| EQIX (Equinix Inc) | 36,084 | USD 30,410,513 0.4% | USD 842.77 0.4% | |
| WIPRO.BO (Wipro Ltd.) | 10,999,681 | INR 30,402,790 -0.1% | INR 2.76397 -0.1% | |
| CVLT (CommVault Systems Inc) | 174,537 | USD 30,395,619 2.5% | USD 174.15 2.5% | |
| NTNX (Nutanix Inc) | 436,917 | USD 30,387,577 -0.7% | USD 69.55 -0.7% | |
| DOCU (DocuSign Inc) | 423,993 | USD 30,290,060 -0.1% | USD 71.44 -0.1% | |
| 9735.T (SECOM CO., LTD.) | 885,400 | JPY 30,102,270 -0.2% | JPY 33.9985 -0.2% | |
| CFLT (Confluent Inc) | 1,353,323 | USD 29,881,372 -3.2% | USD 22.08 -3.2% | |
| OKTA (Okta Inc) | 324,202 | USD 29,181,422 1.1% | USD 90.01 1.1% | |
| RBRK (Rubrik, Inc.) | 374,842 | USD 29,158,959 1.0% | USD 77.79 1.0% | |
| BAH (Booz Allen Hamilton Holding) | 324,360 | USD 28,066,871 -5.3% | USD 86.53 -5.3% | |
| FTNT (Fortinet Inc) | 321,779 | USD 27,444,531 -0.3% | USD 85.29 -0.3% | |
| CHKP (Check Point Software Technologies Ltd) | 142,236 | USD 27,269,486 -0.1% | USD 191.72 -0.1% | |
| S (SentinelOne Inc) | 1,493,161 | USD 26,279,634 -0.3% | USD 17.6 -0.3% | |
| MIR (Mirion Technologies Inc) | 1,062,605 | USD 26,076,327 -1.0% | USD 24.54 -1.0% | |
| ACN (Accenture plc) | 101,878 | USD 25,547,946 1.3% | USD 250.77 1.3% | |
| 4768.T (Otsuka Corporation) | 1,191,400 | JPY 24,202,319 0.4% | JPY 20.3142 0.4% | |
| KD (Kyndryl Holdings Inc) | 810,583 | USD 23,425,849 1.4% | USD 28.9 1.4% | |
| BCO (Brinks Company) | 197,921 | USD 22,911,335 0.3% | USD 115.76 0.3% | |
| 4704.T (Trend Micro Incorporated) | 435,000 | JPY 22,560,502 0.2% | JPY 51.8632 0.2% | |
| BOX (Box Inc) | 682,410 | USD 22,307,983 -1.4% | USD 32.69 -1.4% | |
| UI (Ubiquiti Networks Inc) | 29,844 | USD 22,219,156 1.2% | USD 744.51 1.2% | |
| QLYS (Qualys Inc) | 171,184 | USD 21,581,167 -1.5% | USD 126.07 -1.5% | |
| OSIS (OSI Systems Inc) | 79,219 | USD 20,121,626 1.2% | USD 254 1.2% | |
| 763.HK (ZTE CORP H) | 3,569,000 | HKD 19,106,350 3.0% | HKD 5.35342 3.0% | |
| TENB (Tenable Holdings Inc) | 576,832 | USD 17,391,485 -0.5% | USD 30.15 -0.5% | |
| CALX (Calix Inc) | 273,643 | USD 16,694,959 -0.5% | USD 61.01 -0.5% | |
| ADT (ADT Inc) | 1,747,976 | USD 15,277,310 -0.2% | USD 8.74 -0.2% | |
| EXTR (Extreme Networks Inc) | 629,988 | USD 13,065,951 -0.7% | USD 20.74 -0.7% | |
| BB.TO (BlackBerry Ltd) | 2,552,151 | CAD 12,216,920 0.5% | CAD 4.78691 0.5% | |
| DXC (DXC Technology Co) | 859,616 | USD 11,544,643 -0.8% | USD 13.43 -0.8% | |
| ALRM (Alarm.com Holdings Inc) | 224,003 | USD 11,536,155 -0.5% | USD 51.5 -0.5% | |
| ASGN (ASGN Inc) | 204,990 | USD 9,464,388 -0.7% | USD 46.17 -0.7% | |
| ARLO (Arlo Technologies) | 483,930 | USD 9,301,135 -1.1% | USD 19.22 -1.1% | |
| NTCT (NetScout Systems Inc) | 333,829 | USD 9,006,706 0.5% | USD 26.98 0.5% | |
| AVPT (Avepoint Inc) | 585,345 | USD 8,616,278 -1.2% | USD 14.72 -1.2% | |
| NSSC (NAPCO Security Technologies Inc) | 168,637 | USD 7,436,892 0.0% | USD 44.1 0.0% | |
| DGII (Digi International Inc) | 174,345 | USD 6,677,414 -1.3% | USD 38.3 -1.3% | |
| ATEN (A10 Network) | 338,395 | USD 6,016,663 -1.4% | USD 17.78 -1.4% | |
| 489790.KQ (HANWHA VISION LTD) | 157,021 | KRW 5,923,398 4.2% | KRW 37.7236 4.2% | |
| RPD (Rapid7 Inc) | 301,117 | USD 5,673,044 -1.8% | USD 18.84 -1.8% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,527,000 | TWD 5,448,152 -1.0% | TWD 3.56788 -1.0% | |
| FSLY (Fastly Inc) | 641,869 | USD 5,340,350 -0.1% | USD 8.32 -0.1% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 414,200 | JPY 5,040,364 3.9% | JPY 12.1689 3.9% | |
| 6214.TW (SYSTEX CORP) | 1,142,000 | TWD 5,023,379 3.8% | TWD 4.39876 3.8% | |
| 022100.KS (POSCO DX COMPANY LTD) | 241,869 | KRW 4,815,535 5.3% | KRW 19.9097 5.3% | |
| TMV.DE (TeamViewer SE) | 621,404 | EUR 4,728,646 -1.2% | EUR 7.60962 -1.2% | |
| 5388.TW (SERCOMM CORP) | 1,422,000 | TWD 4,568,489 -0.4% | TWD 3.21272 -0.4% | |
| NTGR (NETGEAR Inc) | 137,182 | USD 4,558,558 0.7% | USD 33.23 0.7% | |
| 012750.KS (S-1 CORP) | 84,792 | KRW 4,513,665 -0.9% | KRW 53.2322 -0.9% | |
| ADTN (ADTRAN Inc) | 382,567 | USD 3,814,193 -1.0% | USD 9.97 -1.0% | |
| 4722.T (Future Corporation) | 227,000 | JPY 3,278,337 0.8% | JPY 14.442 0.8% | |
| 3076.T (Ai Holdings Corporation) | 176,200 | JPY 3,214,518 1.7% | JPY 18.2436 1.7% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,992,353 -0.1% | USD 15.99 -0.1% | |
| NCC.L (NCC Group plc) | 1,431,755 | GBP 2,911,979 -1.1% | GBP 2.03385 -1.1% | |
| 2326.T (Digital Arts Inc.) | 54,400 | JPY 2,792,932 0.4% | JPY 51.3407 0.4% | |
| 3762.T (TechMatrix Corporation) | 184,600 | JPY 2,649,115 -2.5% | JPY 14.3506 -2.5% | |
| GDYN (Grid Dynamics Holdings Inc) | 308,280 | USD 2,524,813 2.2% | USD 8.19 2.2% | |
| 6588.T (Toshiba Tec Corporation) | 121,200 | JPY 2,469,996 1.4% | JPY 20.3795 1.4% | |
| 4432.T (WingArc1st Inc.) | 110,700 | JPY 2,436,781 -0.5% | JPY 22.0125 -0.5% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 3,018,000 | HKD 2,428,544 3.5% | HKD 0.804687 3.5% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,223,900 | MYR 2,419,350 2.3% | MYR 1.08789 2.3% | |
| TEJASNET.BO (Tejas Networks Limited) | 390,570 | INR 2,408,580 0.6% | INR 6.16683 0.6% | |
| 3059.TW (ALTEK CORP) | 1,310,094 | TWD 2,125,827 1.7% | TWD 1.62265 1.7% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 532,000 | TWD 1,872,110 -0.1% | TWD 3.519 -0.1% | |
| TNXT.MI (Tinexta Spa) | 104,612 | EUR 1,813,647 -0.1% | EUR 17.3369 -0.1% | |
| 3962.T (CHANGE Holdings,Inc.) | 202,700 | JPY 1,571,605 0.5% | JPY 7.75335 0.5% | |
| 2332.TW (D-LINK CORP) | 2,492,000 | TWD 1,364,122 0.7% | TWD 0.5474 0.7% | |
| 050890.KQ (SOLiD, Inc.) | 257,390 | KRW 1,274,845 1.2% | KRW 4.95297 1.2% | |
| 3844.T (Comture Corporation) | 118,200 | JPY 1,260,018 0.9% | JPY 10.6601 0.9% | |
| OVH.PA (OVH Groupe SAS) | 130,105 | EUR 1,250,429 0.3% | EUR 9.61092 0.3% | |
| UIS (Unisys Corporation) | 326,576 | USD 1,227,926 -2.6% | USD 3.76 -2.6% | |
| 053800.KQ (AhnLab, Inc.) | 25,580 | KRW 1,068,615 2.4% | KRW 41.7754 2.4% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 451,963 | USD 80,923,975 3.7% | USD 179.05 3.7% | |
| ANET (Arista Networks) | 349,415 | USD 53,747,015 0.7% | USD 153.82 0.7% | |
| MDB (MongoDB) | 153,765 | USD 51,291,391 1.1% | USD 333.57 1.1% | |
| IDCC (InterDigital Inc) | 122,363 | USD 46,329,079 1.2% | USD 378.62 1.2% | |
| DDOG (Datadog Inc) | 273,196 | USD 42,746,978 -0.1% | USD 156.47 -0.1% | |
| 6701.T (NEC Corporation) | 1,210,100 | JPY 40,229,736 0.5% | JPY 33.245 0.5% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,245,000 | TWD 37,745,030 | TWD 30.3173 | |
| CRWD (Crowdstrike Holdings Inc) | 70,129 | USD 36,980,424 1.0% | USD 527.32 1.0% | |
| PANW (Palo Alto Networks Inc) | 167,396 | USD 36,343,346 1.0% | USD 217.11 1.0% | |
| ZS (Zscaler Inc) | 110,107 | USD 35,564,561 1.3% | USD 323 1.3% | |
| CSCO (Cisco Systems Inc) | 501,216 | USD 35,400,886 0.5% | USD 70.63 0.5% | |
| 6702.T (Fujitsu Limited) | 1,361,300 | JPY 34,465,773 0.2% | JPY 25.3183 0.2% | |
| 3626.T (TIS Inc.) | 1,026,200 | JPY 34,290,630 0.5% | JPY 33.4152 0.5% | |
| FFIV (F5 Networks Inc) | 111,640 | USD 33,306,678 -1.2% | USD 298.34 -1.2% | |
| DLR (Digital Realty Trust Inc) | 184,254 | USD 33,033,057 2.2% | USD 179.28 2.2% | |
| VRNS (Varonis Systems) | 526,277 | USD 32,787,057 0.0% | USD 62.3 0.0% | |
| PI (Impinj Inc) | 136,579 | USD 32,209,426 -2.2% | USD 235.83 -2.2% | |
| AKAM (Akamai Technologies Inc) | 419,241 | USD 31,464,037 0.6% | USD 75.05 0.6% | |
| CFLT (Confluent Inc) | 1,353,323 | USD 30,855,764 -0.3% | USD 22.8 -0.3% | |
| NTNX (Nutanix Inc) | 436,917 | USD 30,592,928 0.4% | USD 70.02 0.4% | |
| DT (Dynatrace Holdings LLC) | 606,003 | USD 30,488,011 0.7% | USD 50.31 0.7% | |
| WIPRO.BO (Wipro Ltd.) | 10,999,681 | INR 30,422,819 -0.5% | INR 2.76579 -0.5% | |
| DOCU (DocuSign Inc) | 423,993 | USD 30,311,260 0.6% | USD 71.49 0.6% | |
| EQIX (Equinix Inc) | 36,084 | USD 30,292,157 0.9% | USD 839.49 0.9% | |
| 9735.T (SECOM CO., LTD.) | 885,400 | JPY 30,171,117 -0.8% | JPY 34.0763 -0.8% | |
| CVLT (CommVault Systems Inc) | 174,537 | USD 29,657,327 1.1% | USD 169.92 1.1% | |
| BAH (Booz Allen Hamilton Holding) | 324,360 | USD 29,646,504 -8.9% | USD 91.4 -8.9% | |
| OKTA (Okta Inc) | 324,202 | USD 28,876,672 0.6% | USD 89.07 0.6% | |
| RBRK (Rubrik, Inc.) | 374,842 | USD 28,859,086 0.2% | USD 76.99 0.2% | |
| FTNT (Fortinet Inc) | 321,779 | USD 27,531,411 0.7% | USD 85.56 0.7% | |
| CHKP (Check Point Software Technologies Ltd) | 142,236 | USD 27,309,312 -0.8% | USD 192 -0.8% | |
| S (SentinelOne Inc) | 1,493,161 | USD 26,354,292 1.6% | USD 17.65 1.6% | |
| MIR (Mirion Technologies Inc) | 1,062,605 | USD 26,352,604 3.2% | USD 24.8 3.2% | |
| ACN (Accenture plc) | 101,878 | USD 25,230,087 -0.9% | USD 247.65 -0.9% | |
| 4768.T (Otsuka Corporation) | 1,191,400 | JPY 24,112,641 0.5% | JPY 20.2389 0.5% | |
| KD (Kyndryl Holdings Inc) | 810,583 | USD 23,093,510 0.1% | USD 28.49 0.1% | |
| BCO (Brinks Company) | 197,921 | USD 22,832,167 -0.5% | USD 115.36 -0.5% | |
| BOX (Box Inc) | 682,410 | USD 22,621,892 -0.4% | USD 33.15 -0.4% | |
| 4704.T (Trend Micro Incorporated) | 435,000 | JPY 22,525,184 0.2% | JPY 51.782 0.2% | |
| UI (Ubiquiti Networks Inc) | 29,844 | USD 21,954,142 2.9% | USD 735.63 2.9% | |
| QLYS (Qualys Inc) | 171,184 | USD 21,920,111 0.1% | USD 128.05 0.1% | |
| OSIS (OSI Systems Inc) | 79,219 | USD 19,892,683 1.4% | USD 251.11 1.4% | |
| 763.HK (ZTE CORP H) | 3,569,000 | HKD 18,548,612 5.3% | HKD 5.19715 5.3% | |
| TENB (Tenable Holdings Inc) | 576,832 | USD 17,478,010 0.9% | USD 30.3 0.9% | |
| CALX (Calix Inc) | 273,643 | USD 16,771,579 1.9% | USD 61.29 1.9% | |
| ADT (ADT Inc) | 1,747,976 | USD 15,312,270 0.6% | USD 8.76 0.6% | |
| EXTR (Extreme Networks Inc) | 629,988 | USD 13,160,449 -1.2% | USD 20.89 -1.2% | |
| BB.TO (BlackBerry Ltd) | 2,552,151 | CAD 12,154,400 3.1% | CAD 4.76241 3.1% | |
| DXC (DXC Technology Co) | 859,616 | USD 11,639,201 1.3% | USD 13.54 1.3% | |
| ALRM (Alarm.com Holdings Inc) | 224,003 | USD 11,592,155 1.5% | USD 51.75 1.5% | |
| ASGN (ASGN Inc) | 204,990 | USD 9,529,985 4.5% | USD 46.49 4.5% | |
| ARLO (Arlo Technologies) | 483,930 | USD 9,407,599 3.6% | USD 19.44 3.6% | |
| NTCT (NetScout Systems Inc) | 333,829 | USD 8,963,309 1.4% | USD 26.85 1.4% | |
| AVPT (Avepoint Inc) | 585,345 | USD 8,721,641 0.2% | USD 14.9 0.2% | |
| NSSC (NAPCO Security Technologies Inc) | 168,637 | USD 7,435,205 0.4% | USD 44.09 0.4% | |
| DGII (Digi International Inc) | 174,345 | USD 6,768,073 -0.8% | USD 38.82 -0.8% | |
| ATEN (A10 Network) | 338,395 | USD 6,104,646 0.1% | USD 18.04 0.1% | |
| RPD (Rapid7 Inc) | 301,117 | USD 5,775,424 1.4% | USD 19.18 1.4% | |
| 489790.KQ (HANWHA VISION LTD) | 157,021 | KRW 5,683,820 1.2% | KRW 36.1978 1.2% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,527,000 | TWD 5,501,810 | TWD 3.60302 | |
| FSLY (Fastly Inc) | 641,869 | USD 5,346,769 2.1% | USD 8.33 2.1% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 414,200 | JPY 4,850,295 -1.0% | JPY 11.71 -1.0% | |
| 6214.TW (SYSTEX CORP) | 1,142,000 | TWD 4,837,491 | TWD 4.23598 | |
| TMV.DE (TeamViewer SE) | 621,404 | EUR 4,786,193 0.4% | EUR 7.70222 0.4% | |
| 5388.TW (SERCOMM CORP) | 1,422,000 | TWD 4,588,065 | TWD 3.22649 | |
| 022100.KS (POSCO DX COMPANY LTD) | 241,869 | KRW 4,571,190 3.6% | KRW 18.8994 3.6% | |
| 012750.KS (S-1 CORP) | 84,792 | KRW 4,556,710 1.1% | KRW 53.7399 1.1% | |
| NTGR (NETGEAR Inc) | 137,182 | USD 4,525,634 2.5% | USD 32.99 2.5% | |
| ADTN (ADTRAN Inc) | 382,567 | USD 3,852,450 3.2% | USD 10.07 3.2% | |
| 4722.T (Future Corporation) | 227,000 | JPY 3,252,515 -0.4% | JPY 14.3283 -0.4% | |
| 3076.T (Ai Holdings Corporation) | 176,200 | JPY 3,161,278 -0.9% | JPY 17.9414 -0.9% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,994,224 1.3% | USD 16 1.3% | |
| NCC.L (NCC Group plc) | 1,431,755 | GBP 2,943,835 -1.7% | GBP 2.0561 -1.7% | |
| 2326.T (Digital Arts Inc.) | 54,400 | JPY 2,780,979 -1.1% | JPY 51.1209 -1.1% | |
| 3762.T (TechMatrix Corporation) | 184,600 | JPY 2,717,496 0.8% | JPY 14.721 0.8% | |
| GDYN (Grid Dynamics Holdings Inc) | 308,280 | USD 2,469,323 0.6% | USD 8.01 0.6% | |
| 4432.T (WingArc1st Inc.) | 110,700 | JPY 2,449,131 -0.8% | JPY 22.124 -0.8% | |
| 6588.T (Toshiba Tec Corporation) | 121,200 | JPY 2,435,503 0.9% | JPY 20.0949 0.9% | |
| TEJASNET.BO (Tejas Networks Limited) | 390,570 | INR 2,394,940 -0.2% | INR 6.13191 -0.2% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,223,900 | MYR 2,364,507 -0.3% | MYR 1.06323 -0.3% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 3,018,000 | HKD 2,346,144 0.7% | HKD 0.777384 0.7% | |
| 3059.TW (ALTEK CORP) | 1,310,094 | TWD 2,090,112 | TWD 1.59539 | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 532,000 | TWD 1,873,635 | TWD 3.52187 | |
| TNXT.MI (Tinexta Spa) | 104,612 | EUR 1,814,599 0.6% | EUR 17.346 0.6% | |
| 3962.T (CHANGE Holdings,Inc.) | 202,700 | JPY 1,564,283 -0.1% | JPY 7.71723 -0.1% | |
| 2332.TW (D-LINK CORP) | 2,492,000 | TWD 1,354,897 | TWD 0.543699 | |
| UIS (Unisys Corporation) | 326,576 | USD 1,260,583 3.2% | USD 3.86 3.2% | |
| 050890.KQ (SOLiD, Inc.) | 257,390 | KRW 1,259,581 0.1% | KRW 4.89367 0.1% | |
| 3844.T (Comture Corporation) | 118,200 | JPY 1,248,730 0.3% | JPY 10.5646 0.3% | |
| OVH.PA (OVH Groupe SAS) | 130,105 | EUR 1,246,383 1.8% | EUR 9.57982 1.8% | |
| 053800.KQ (AhnLab, Inc.) | 25,580 | KRW 1,043,464 -0.5% | KRW 40.7922 -0.5% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 451,963 | USD 77,999,775 4.9% | USD 172.58 4.9% | |
| ANET (Arista Networks) | 349,415 | USD 53,376,635 4.2% | USD 152.76 4.2% | |
| MDB (MongoDB) | 153,765 | USD 50,743,988 1.5% | USD 330.01 1.5% | |
| IDCC (InterDigital Inc) | 122,363 | USD 45,798,024 2.8% | USD 374.28 2.8% | |
| DDOG (Datadog Inc) | 273,196 | USD 42,779,762 1.5% | USD 156.59 1.5% | |
| 6701.T (NEC Corporation) | 1,210,100 | JPY 40,010,252 0.1% | JPY 33.0636 0.1% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,245,000 | TWD 37,745,030 3.1% | TWD 30.3173 3.1% | |
| CRWD (Crowdstrike Holdings Inc) | 70,129 | USD 36,605,935 4.4% | USD 521.98 4.4% | |
| PANW (Palo Alto Networks Inc) | 167,396 | USD 35,993,488 1.2% | USD 215.02 1.2% | |
| CSCO (Cisco Systems Inc) | 501,216 | USD 35,220,448 -0.6% | USD 70.27 -0.6% | |
| ZS (Zscaler Inc) | 110,107 | USD 35,098,808 3.5% | USD 318.77 3.5% | |
| 6702.T (Fujitsu Limited) | 1,361,300 | JPY 34,412,708 0.5% | JPY 25.2793 0.5% | |
| 3626.T (TIS Inc.) | 1,026,200 | JPY 34,124,857 0.2% | JPY 33.2536 0.2% | |
| FFIV (F5 Networks Inc) | 111,640 | USD 33,699,650 1.4% | USD 301.86 1.4% | |
| PI (Impinj Inc) | 136,579 | USD 32,938,757 19.3% | USD 241.17 19.3% | |
| VRNS (Varonis Systems) | 526,277 | USD 32,797,583 1.8% | USD 62.32 1.8% | |
| BAH (Booz Allen Hamilton Holding) | 324,360 | USD 32,530,064 1.6% | USD 100.29 1.6% | |
| DLR (Digital Realty Trust Inc) | 184,254 | USD 32,316,309 1.7% | USD 175.39 1.7% | |
| AKAM (Akamai Technologies Inc) | 419,241 | USD 31,279,571 -0.1% | USD 74.61 -0.1% | |
| CFLT (Confluent Inc) | 1,353,323 | USD 30,950,497 1.3% | USD 22.87 1.3% | |
| WIPRO.BO (Wipro Ltd.) | 10,999,681 | INR 30,587,449 1.3% | INR 2.78076 1.3% | |
| NTNX (Nutanix Inc) | 436,917 | USD 30,466,222 1.4% | USD 69.73 1.4% | |
| 9735.T (SECOM CO., LTD.) | 885,400 | JPY 30,411,603 -1.0% | JPY 34.3479 -1.0% | |
| DT (Dynatrace Holdings LLC) | 606,003 | USD 30,263,790 0.8% | USD 49.94 0.8% | |
| DOCU (DocuSign Inc) | 423,993 | USD 30,137,422 0.7% | USD 71.08 0.7% | |
| EQIX (Equinix Inc) | 36,084 | USD 30,019,362 0.3% | USD 831.93 0.3% | |
| CVLT (CommVault Systems Inc) | 174,537 | USD 29,327,452 -1.2% | USD 168.03 -1.2% | |
| RBRK (Rubrik, Inc.) | 374,842 | USD 28,810,356 0.0% | USD 76.86 0.0% | |
| OKTA (Okta Inc) | 324,202 | USD 28,708,087 1.7% | USD 88.55 1.7% | |
| CHKP (Check Point Software Technologies Ltd) | 142,236 | USD 27,531,200 -0.7% | USD 193.56 -0.7% | |
| FTNT (Fortinet Inc) | 321,779 | USD 27,328,690 0.3% | USD 84.93 0.3% | |
| S (SentinelOne Inc) | 1,493,161 | USD 25,936,207 0.5% | USD 17.37 0.5% | |
| MIR (Mirion Technologies Inc) | 1,062,605 | USD 25,545,024 2.8% | USD 24.04 2.8% | |
| ACN (Accenture plc) | 101,878 | USD 25,450,143 0.3% | USD 249.81 0.3% | |
| 4768.T (Otsuka Corporation) | 1,191,400 | JPY 23,997,403 -0.6% | JPY 20.1422 -0.6% | |
| KD (Kyndryl Holdings Inc) | 810,583 | USD 23,069,192 0.6% | USD 28.46 0.6% | |
| BCO (Brinks Company) | 197,921 | USD 22,950,919 2.0% | USD 115.96 2.0% | |
| BOX (Box Inc) | 682,410 | USD 22,710,605 -0.6% | USD 33.28 -0.6% | |
| 4704.T (Trend Micro Incorporated) | 435,000 | JPY 22,483,242 -1.0% | JPY 51.6856 -1.0% | |
| QLYS (Qualys Inc) | 171,184 | USD 21,894,434 -0.2% | USD 127.9 -0.2% | |
| UI (Ubiquiti Networks Inc) | 29,844 | USD 21,336,669 3.4% | USD 714.94 3.4% | |
| OSIS (OSI Systems Inc) | 79,219 | USD 19,609,079 1.8% | USD 247.53 1.8% | |
| 763.HK (ZTE CORP H) | 3,569,000 | HKD 17,607,909 -2.4% | HKD 4.93357 -2.4% | |
| TENB (Tenable Holdings Inc) | 576,832 | USD 17,316,497 -0.3% | USD 30.02 -0.3% | |
| CALX (Calix Inc) | 273,643 | USD 16,462,363 1.4% | USD 60.16 1.4% | |
| ADT (ADT Inc) | 1,747,976 | USD 15,224,871 -0.5% | USD 8.71 -0.5% | |
| EXTR (Extreme Networks Inc) | 629,988 | USD 13,317,946 3.1% | USD 21.14 3.1% | |
| BB.TO (BlackBerry Ltd) | 2,552,151 | CAD 11,784,350 2.2% | CAD 4.61742 2.2% | |
| DXC (DXC Technology Co) | 859,616 | USD 11,493,066 0.8% | USD 13.37 0.8% | |
| ALRM (Alarm.com Holdings Inc) | 224,003 | USD 11,421,913 -0.1% | USD 50.99 -0.1% | |
| ASGN (ASGN Inc) | 204,990 | USD 9,122,055 -7.9% | USD 44.5 -7.9% | |
| ARLO (Arlo Technologies) | 483,930 | USD 9,083,366 2.7% | USD 18.77 2.7% | |
| NTCT (NetScout Systems Inc) | 333,829 | USD 8,839,792 0.2% | USD 26.48 0.2% | |
| AVPT (Avepoint Inc) | 585,345 | USD 8,704,080 1.2% | USD 14.87 1.2% | |
| NSSC (NAPCO Security Technologies Inc) | 168,637 | USD 7,408,223 1.1% | USD 43.93 1.1% | |
| DGII (Digi International Inc) | 174,345 | USD 6,825,607 1.5% | USD 39.15 1.5% | |
| ATEN (A10 Network) | 338,395 | USD 6,097,878 1.5% | USD 18.02 1.5% | |
| RPD (Rapid7 Inc) | 301,117 | USD 5,697,134 -1.3% | USD 18.92 -1.3% | |
| 489790.KQ (HANWHA VISION LTD) | 157,021 | KRW 5,618,218 -1.4% | KRW 35.78 -1.4% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,527,000 | TWD 5,501,810 -0.3% | TWD 3.60302 -0.3% | |
| FSLY (Fastly Inc) | 641,869 | USD 5,237,651 1.4% | USD 8.16 1.4% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 414,200 | JPY 4,898,804 2.3% | JPY 11.8271 2.3% | |
| 6214.TW (SYSTEX CORP) | 1,142,000 | TWD 4,837,491 0.1% | TWD 4.23598 0.1% | |
| TMV.DE (TeamViewer SE) | 621,404 | EUR 4,766,819 -0.6% | EUR 7.67105 -0.6% | |
| 5388.TW (SERCOMM CORP) | 1,422,000 | TWD 4,588,065 0.1% | TWD 3.22649 0.1% | |
| 012750.KS (S-1 CORP) | 84,792 | KRW 4,506,609 -0.5% | KRW 53.149 -0.5% | |
| NTGR (NETGEAR Inc) | 137,182 | USD 4,415,889 1.4% | USD 32.19 1.4% | |
| 022100.KS (POSCO DX COMPANY LTD) | 241,869 | KRW 4,411,061 1.5% | KRW 18.2374 1.5% | |
| ADTN (ADTRAN Inc) | 382,567 | USD 3,733,854 6.0% | USD 9.76 6.0% | |
| 4722.T (Future Corporation) | 227,000 | JPY 3,264,849 0.4% | JPY 14.3826 0.4% | |
| 3076.T (Ai Holdings Corporation) | 176,200 | JPY 3,189,992 2.4% | JPY 18.1044 2.4% | |
| NCC.L (NCC Group plc) | 1,431,755 | GBP 2,994,705 -0.8% | GBP 2.09163 -0.8% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,956,796 0.3% | USD 15.8 0.3% | |
| 2326.T (Digital Arts Inc.) | 54,400 | JPY 2,812,410 -1.7% | JPY 51.6987 -1.7% | |
| 3762.T (TechMatrix Corporation) | 184,600 | JPY 2,694,943 1.3% | JPY 14.5988 1.3% | |
| 4432.T (WingArc1st Inc.) | 110,700 | JPY 2,469,833 3.0% | JPY 22.311 3.0% | |
| GDYN (Grid Dynamics Holdings Inc) | 308,280 | USD 2,453,909 1.4% | USD 7.96 1.4% | |
| 6588.T (Toshiba Tec Corporation) | 121,200 | JPY 2,414,232 -1.9% | JPY 19.9194 -1.9% | |
| TEJASNET.BO (Tejas Networks Limited) | 390,570 | INR 2,399,113 -1.6% | INR 6.14259 -1.6% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,223,900 | MYR 2,371,669 1.8% | MYR 1.06645 1.8% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 3,018,000 | HKD 2,330,127 0.0% | HKD 0.772077 0.0% | |
| 3059.TW (ALTEK CORP) | 1,310,094 | TWD 2,090,112 -2.0% | TWD 1.59539 -2.0% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 532,000 | TWD 1,873,635 -0.3% | TWD 3.52187 -0.3% | |
| TNXT.MI (Tinexta Spa) | 104,612 | EUR 1,803,006 0.2% | EUR 17.2352 0.2% | |
| 3962.T (CHANGE Holdings,Inc.) | 202,700 | JPY 1,565,923 0.1% | JPY 7.72532 0.1% | |
| 2332.TW (D-LINK CORP) | 2,492,000 | TWD 1,354,897 -2.3% | TWD 0.543699 -2.3% | |
| 050890.KQ (SOLiD, Inc.) | 257,390 | KRW 1,258,919 1.1% | KRW 4.8911 1.1% | |
| 3844.T (Comture Corporation) | 118,200 | JPY 1,244,618 -1.3% | JPY 10.5298 -1.3% | |
| OVH.PA (OVH Groupe SAS) | 130,105 | EUR 1,224,697 -4.5% | EUR 9.41314 -4.5% | |
| UIS (Unisys Corporation) | 326,576 | USD 1,221,394 -1.1% | USD 3.74 -1.1% | |
| 053800.KQ (AhnLab, Inc.) | 25,580 | KRW 1,048,543 -1.7% | KRW 40.9907 -1.7% | |