| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 432,173 | USD 125,191,875 | USD | New holding detected |
| MDB (MongoDB) | 147,035 | USD 52,604,712 | USD | New holding detected |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,195,000 | TWD 49,449,060 | TWD | New holding detected |
| ANET (Arista Networks) | 334,115 | USD 47,357,460 | USD | New holding detected |
| IDCC (InterDigital Inc) | 117,003 | USD 44,063,330 | USD | New holding detected |
| CSCO (Cisco Systems Inc) | 479,268 | USD 41,590,877 | USD | New holding detected |
| CFLT (Confluent Inc) | 1,294,065 | USD 39,572,508 | USD | New holding detected |
| AKAM (Akamai Technologies Inc) | 400,883 | USD 37,971,638 | USD | New holding detected |
| 6702.T (Fujitsu Limited) | 1,301,300 | JPY 33,530,225 | JPY | New holding detected |
| 6701.T (NEC Corporation) | 1,157,100 | JPY 33,467,258 | JPY | New holding detected |
| 9735.T (SECOM CO., LTD.) | 846,400 | JPY 33,202,166 | JPY | New holding detected |
| DLR (Digital Realty Trust Inc) | 176,184 | USD 30,326,552 | USD | New holding detected |
| DDOG (Datadog Inc) | 261,236 | USD 29,783,516 | USD | New holding detected |
| FFIV (F5 Networks Inc) | 106,750 | USD 29,755,495 | USD | New holding detected |
| EQIX (Equinix Inc) | 34,504 | USD 29,595,461 | USD | New holding detected |
| BAH (Booz Allen Hamilton Holding) | 310,160 | USD 27,954,721 | USD | New holding detected |
| CRWD (Crowdstrike Holdings Inc) | 67,059 | USD 27,362,754 | USD | New holding detected |
| OKTA (Okta Inc) | 310,004 | USD 27,336,153 | USD | New holding detected |
| WIPRO.BO (Wipro Ltd.) | 10,518,047 | INR 26,661,073 | INR | New holding detected |
| PANW (Palo Alto Networks Inc) | 160,066 | USD 26,570,956 | USD | New holding detected |
| FTNT (Fortinet Inc) | 307,689 | USD 26,439,716 | USD | New holding detected |
| BCO (Brinks Company) | 189,253 | USD 24,672,914 | USD | New holding detected |
| CHKP (Check Point Software Technologies Ltd) | 136,006 | USD 24,653,808 | USD | New holding detected |
| MIR (Mirion Technologies Inc) | 1,016,077 | USD 24,477,295 | USD | New holding detected |
| ACN (Accenture plc) | 97,418 | USD 23,064,686 | USD | New holding detected |
| 4768.T (Otsuka Corporation) | 1,139,400 | JPY 22,055,497 | JPY | New holding detected |
| 3626.T (TIS Inc.) | 981,200 | JPY 21,920,559 | JPY | New holding detected |
| DT (Dynatrace Holdings LLC) | 579,465 | USD 20,965,044 | USD | New holding detected |
| OSIS (OSI Systems Inc) | 75,749 | USD 20,812,795 | USD | New holding detected |
| UI (Ubiquiti Networks Inc) | 28,534 | USD 20,327,051 | USD | New holding detected |
| RBRK (Rubrik, Inc.) | 358,432 | USD 19,376,834 | USD | New holding detected |
| DOCU (DocuSign Inc) | 405,425 | USD 19,294,176 | USD | New holding detected |
| S (SentinelOne Inc) | 1,427,783 | USD 18,761,069 | USD | New holding detected |
| ZS (Zscaler Inc) | 105,287 | USD 17,917,742 | USD | New holding detected |
| QLYS (Qualys Inc) | 163,686 | USD 17,866,327 | USD | New holding detected |
| NTNX (Nutanix Inc) | 417,787 | USD 17,375,761 | USD | New holding detected |
| BOX (Box Inc) | 652,530 | USD 16,000,036 | USD | New holding detected |
| 4704.T (Trend Micro Incorporated) | 416,000 | JPY 15,277,711 | JPY | New holding detected |
| CVLT (CommVault Systems Inc) | 166,897 | USD 14,663,570 | USD | New holding detected |
| PI (Impinj Inc) | 130,599 | USD 14,594,438 | USD | New holding detected |
| CALX (Calix Inc) | 261,663 | USD 14,540,613 | USD | New holding detected |
| ADT (ADT Inc) | 1,671,438 | USD 13,555,362 | USD | New holding detected |
| VRNS (Varonis Systems) | 503,237 | USD 12,887,900 | USD | New holding detected |
| TENB (Tenable Holdings Inc) | 551,574 | USD 12,062,923 | USD | New holding detected |
| 763.HK (ZTE CORP H) | 3,413,000 | HKD 11,818,741 | HKD | New holding detected |
| DXC (DXC Technology Co) | 821,978 | USD 11,770,725 | USD | New holding detected |
| ALRM (Alarm.com Holdings Inc) | 214,193 | USD 10,114,193 | USD | New holding detected |
| ASGN (ASGN Inc) | 196,012 | USD 9,812,361 | USD | New holding detected |
| EXTR (Extreme Networks Inc) | 602,400 | USD 9,301,056 | USD | New holding detected |
| NTCT (NetScout Systems Inc) | 319,209 | USD 8,759,095 | USD | New holding detected |
| BB.TO (BlackBerry Ltd) | 2,440,405 | CAD 8,450,841 | CAD | New holding detected |
| KD (Kyndryl Holdings Inc) | 775,093 | USD 8,208,235 | USD | New holding detected |
| DGII (Digi International Inc) | 166,715 | USD 7,498,841 | USD | New holding detected |
| 489790.KQ (HANWHA VISION LTD) | 150,143 | KRW 6,968,337 | KRW | New holding detected |
| NSSC (NAPCO Security Technologies Inc) | 161,257 | USD 6,937,276 | USD | New holding detected |
| ATEN (A10 Network) | 323,577 | USD 6,765,995 | USD | New holding detected |
| 6703.T (Oki Electric Industry Co., Ltd.) | 396,200 | JPY 6,621,975 | JPY | New holding detected |
| 022100.KS (POSCO DX COMPANY LTD) | 231,279 | KRW 6,198,154 | KRW | New holding detected |
| AVPT (Avepoint Inc) | 559,715 | USD 6,089,699 | USD | New holding detected |
| ARLO (Arlo Technologies) | 462,740 | USD 5,774,995 | USD | New holding detected |
| 012750.KS (S-1 CORP) | 81,082 | KRW 4,961,995 | KRW | New holding detected |
| 9917.TW (TAIWAN SECOM LTD) | 1,457,000 | TWD 4,850,969 | TWD | New holding detected |
| TMV.DE (TeamViewer SE) | 594,194 | EUR 4,176,218 | EUR | New holding detected |
| ADTN (ADTRAN Inc) | 365,817 | USD 3,804,497 | USD | New holding detected |
| 6214.TW (SYSTEX CORP) | 1,092,000 | TWD 3,774,233 | TWD | New holding detected |
| 5388.TW (SERCOMM CORP) | 1,362,000 | TWD 3,571,595 | TWD | New holding detected |
| RPD (Rapid7 Inc) | 287,929 | USD 3,098,116 | USD | New holding detected |
| 3076.T (Ai Holdings Corporation) | 168,200 | JPY 2,967,727 | JPY | New holding detected |
| NTGR (NETGEAR Inc) | 131,172 | USD 2,717,884 | USD | New holding detected |
| ITMAX.KL (ITMAX SYSTEM) | 2,126,900 | MYR 2,659,639 | MYR | New holding detected |
| NCC.L (NCC Group plc) | 1,369,067 | GBP 2,524,555 | GBP | New holding detected |
| 4722.T (Future Corporation) | 217,000 | JPY 2,510,272 | JPY | New holding detected |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 2,888,000 | HKD 2,435,509 | HKD | New holding detected |
| 3762.T (TechMatrix Corporation) | 176,600 | JPY 2,200,418 | JPY | New holding detected |
| OSPN (OneSpan Inc) | 187,139 | USD 2,124,028 | USD | New holding detected |
| 6588.T (Toshiba Tec Corporation) | 116,200 | JPY 2,078,568 | JPY | New holding detected |
| GDYN (Grid Dynamics Holdings Inc) | 294,780 | USD 2,072,303 | USD | New holding detected |
| 4432.T (WingArc1st Inc.) | 105,700 | JPY 2,015,529 | JPY | New holding detected |
| TNXT.MI (Tinexta Spa) | 100,032 | EUR 1,810,088 | EUR | New holding detected |
| 2326.T (Digital Arts Inc.) | 52,400 | JPY 1,675,953 | JPY | New holding detected |
| 050890.KQ (SOLiD, Inc.) | 246,120 | KRW 1,583,686 | KRW | New holding detected |
| 3059.TW (ALTEK CORP) | 1,250,094 | TWD 1,498,353 | TWD | New holding detected |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 512,000 | TWD 1,467,635 | TWD | New holding detected |
| TEJASNET.BO (Tejas Networks Limited) | 373,470 | INR 1,461,067 | INR | New holding detected |
| OVH.PA (OVH Groupe SAS) | 124,405 | EUR 1,395,279 | EUR | New holding detected |
| 3962.T (CHANGE Holdings,Inc.) | 193,700 | JPY 1,256,453 | JPY | New holding detected |
| 2332.TW (D-LINK CORP) | 2,382,000 | TWD 1,155,614 | TWD | New holding detected |
| 3844.T (Comture Corporation) | 113,200 | JPY 1,067,650 | JPY | New holding detected |
| 053800.KQ (AhnLab, Inc.) | 24,567 | KRW 1,064,511 | KRW | New holding detected |
| UIS (Unisys Corporation) | 312,276 | USD 718,235 | USD | New holding detected |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 432,173 -0.5% | USD 117,257,178 0.6% | USD 271.32 1.1% | |
| MDB (MongoDB) | 147,035 -0.5% | USD 50,631,502 -8.0% | USD 344.35 -7.6% | |
| ANET (Arista Networks) | 334,115 -0.5% | USD 45,937,471 -1.1% | USD 137.49 -0.6% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,195,000 -0.4% | TWD 44,868,114 3.8% | TWD 37.5465 4.2% | |
| IDCC (InterDigital Inc) | 117,003 -0.5% | USD 43,417,473 12.1% | USD 371.08 12.7% | |
| CSCO (Cisco Systems Inc) | 479,268 -0.5% | USD 40,651,512 4.7% | USD 84.82 5.2% | |
| CFLT (Confluent Inc) | 1,294,065 -0.5% | USD 39,559,567 -0.4% | USD 30.57 0.1% | |
| AKAM (Akamai Technologies Inc) | 400,883 -0.5% | USD 38,115,956 -2.1% | USD 95.08 -1.6% | |
| 6702.T (Fujitsu Limited) | 1,301,300 -0.5% | JPY 32,463,019 -11.6% | JPY 24.9466 -11.2% | |
| 9735.T (SECOM CO., LTD.) | 846,400 -0.5% | JPY 32,171,348 2.9% | JPY 38.0096 3.4% | |
| 6701.T (NEC Corporation) | 1,157,100 -0.5% | JPY 31,801,716 -18.4% | JPY 27.484 -18.1% | |
| DLR (Digital Realty Trust Inc) | 176,184 -0.5% | USD 30,236,698 3.5% | USD 171.62 3.9% | |
| FFIV (F5 Networks Inc) | 106,750 -0.5% | USD 29,523,848 -1.9% | USD 276.57 -1.5% | |
| EQIX (Equinix Inc) | 34,504 -0.5% | USD 29,263,532 4.2% | USD 848.12 4.7% | |
| DDOG (Datadog Inc) | 261,236 -0.5% | USD 29,177,449 -13.8% | USD 111.69 -13.5% | |
| BAH (Booz Allen Hamilton Holding) | 310,160 -0.5% | USD 27,607,342 1.3% | USD 89.01 1.7% | |
| OKTA (Okta Inc) | 310,004 -0.5% | USD 26,889,747 -2.0% | USD 86.74 -1.6% | |
| WIPRO.BO (Wipro Ltd.) | 10,518,047 -0.5% | INR 26,765,828 -4.3% | INR 2.54475 -3.9% | |
| CRWD (Crowdstrike Holdings Inc) | 67,059 -0.5% | USD 26,521,835 -10.3% | USD 395.5 -9.9% | |
| PANW (Palo Alto Networks Inc) | 160,066 -0.5% | USD 25,501,715 -9.6% | USD 159.32 -9.2% | |
| FTNT (Fortinet Inc) | 307,689 -0.5% | USD 25,464,342 1.3% | USD 82.76 1.8% | |
| BCO (Brinks Company) | 189,253 -0.5% | USD 24,775,110 1.3% | USD 130.91 1.7% | |
| CHKP (Check Point Software Technologies Ltd) | 136,006 -0.5% | USD 24,604,845 -0.1% | USD 180.91 0.4% | |
| MIR (Mirion Technologies Inc) | 1,016,077 | USD 24,456,973 | USD | New holding detected |
| ACN (Accenture plc) | 97,418 -0.5% | USD 23,440,719 -10.2% | USD 240.62 -9.8% | |
| 4768.T (Otsuka Corporation) | 1,139,400 -0.5% | JPY 21,879,269 -2.7% | JPY 19.2024 -2.3% | |
| 3626.T (TIS Inc.) | 981,200 -0.5% | JPY 21,606,355 -21.9% | JPY 22.0203 -21.5% | |
| OSIS (OSI Systems Inc) | 75,749 -0.5% | USD 20,547,674 6.8% | USD 271.26 7.3% | |
| DT (Dynatrace Holdings LLC) | 579,465 -0.5% | USD 19,533,765 -11.8% | USD 33.71 -11.4% | |
| DOCU (DocuSign Inc) | 405,425 -0.5% | USD 19,107,680 -9.8% | USD 47.13 -9.4% | |
| S (SentinelOne Inc) | 1,427,783 -0.5% | USD 18,875,291 -8.5% | USD 13.22 -8.1% | |
| RBRK (Rubrik, Inc.) | 358,432 | USD 18,305,122 | USD | New holding detected |
| KD (Kyndryl Holdings Inc) | 775,093 -0.5% | USD 18,206,935 0.3% | USD 23.49 0.8% | |
| QLYS (Qualys Inc) | 163,686 -0.5% | USD 18,136,409 -18.3% | USD 110.8 -17.9% | |
| UI (Ubiquiti Networks Inc) | 28,534 -0.5% | USD 17,757,564 13.7% | USD 622.33 14.2% | |
| ZS (Zscaler Inc) | 105,287 -0.5% | USD 17,617,674 -17.0% | USD 167.33 -16.6% | |
| NTNX (Nutanix Inc) | 417,787 -0.5% | USD 16,820,105 -0.1% | USD 40.26 0.4% | |
| BOX (Box Inc) | 652,530 -0.5% | USD 16,097,915 -5.1% | USD 24.67 -4.7% | |
| PI (Impinj Inc) | 131,197 | USD 15,224,100 -21.6% | USD 116.04 -21.6% | |
| 4704.T (Trend Micro Incorporated) | 416,000 -0.5% | JPY 14,849,281 -9.2% | JPY 35.6954 -8.8% | |
| CVLT (CommVault Systems Inc) | 166,897 -0.5% | USD 14,364,825 -1.9% | USD 86.07 -1.5% | |
| CALX (Calix Inc) | 261,663 -0.5% | USD 13,915,238 11.9% | USD 53.18 12.4% | |
| ADT (ADT Inc) | 1,671,438 -0.5% | USD 13,488,505 0.4% | USD 8.07 0.9% | |
| DXC (DXC Technology Co) | 821,978 -0.5% | USD 12,494,066 -1.0% | USD 15.2 -0.5% | |
| TENB (Tenable Holdings Inc) | 551,574 -0.5% | USD 11,709,916 -4.0% | USD 21.23 -3.6% | |
| 763.HK (ZTE CORP H) | 3,413,000 -0.5% | HKD 11,529,815 -3.9% | HKD 3.37821 -3.4% | |
| VRNS (Varonis Systems) | 503,237 -0.5% | USD 11,398,318 -22.9% | USD 22.65 -22.6% | |
| ALRM (Alarm.com Holdings Inc) | 214,193 -0.5% | USD 10,328,386 -1.0% | USD 48.22 -0.6% | |
| ASGN (ASGN Inc) | 196,012 -0.5% | USD 10,290,630 -1.9% | USD 52.5 -1.4% | |
| EXTR (Extreme Networks Inc) | 602,400 -0.5% | USD 9,180,576 2.6% | USD 15.24 3.0% | |
| NTCT (NetScout Systems Inc) | 319,209 -0.5% | USD 8,832,513 -3.7% | USD 27.67 -3.3% | |
| BB.TO (BlackBerry Ltd) | 2,440,405 -0.5% | CAD 8,483,385 -2.7% | CAD 3.47622 -2.3% | |
| DGII (Digi International Inc) | 166,715 -0.5% | USD 7,362,134 -2.3% | USD 44.16 -1.9% | |
| NSSC (NAPCO Security Technologies Inc) | 161,257 -0.5% | USD 7,038,868 5.9% | USD 43.65 6.4% | |
| 489790.KQ (HANWHA VISION LTD) | 150,143 -0.5% | KRW 6,825,378 16.5% | KRW 45.4592 17.0% | |
| ATEN (A10 Network) | 323,577 -0.5% | USD 6,364,760 10.7% | USD 19.67 11.2% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 396,200 | JPY 6,193,506 | JPY | New holding detected |
| AVPT (Avepoint Inc) | 559,715 -0.5% | USD 5,916,188 -10.1% | USD 10.57 -9.7% | |
| 022100.KS (POSCO DX COMPANY LTD) | 231,279 -0.5% | KRW 5,910,052 -0.7% | KRW 25.5538 -0.2% | |
| ARLO (Arlo Technologies) | 462,740 -0.5% | USD 5,737,976 -3.6% | USD 12.4 -3.2% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,457,000 -0.5% | TWD 4,826,939 -0.6% | TWD 3.31293 -0.2% | |
| 012750.KS (S-1 CORP) | 81,082 -0.5% | KRW 4,789,491 7.1% | KRW 59.0697 7.6% | |
| TMV.DE (TeamViewer SE) | 594,194 -0.5% | EUR 4,006,665 -0.1% | EUR 6.74302 0.3% | |
| 6214.TW (SYSTEX CORP) | 1,092,000 -0.5% | TWD 3,807,219 -3.2% | TWD 3.48646 -2.8% | |
| ADTN (ADTRAN Inc) | 365,817 -0.5% | USD 3,606,956 4.7% | USD 9.86 5.2% | |
| 5388.TW (SERCOMM CORP) | 1,362,000 -0.4% | TWD 3,536,714 -2.0% | TWD 2.59671 -1.6% | |
| RPD (Rapid7 Inc) | 287,929 -0.5% | USD 3,112,512 -8.8% | USD 10.81 -8.4% | |
| 3076.T (Ai Holdings Corporation) | 168,200 | JPY 2,906,009 | JPY | New holding detected |
| NTGR (NETGEAR Inc) | 131,172 -0.5% | USD 2,689,026 -2.2% | USD 20.5 -1.8% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,126,900 | MYR 2,640,104 | MYR | New holding detected |
| 4722.T (Future Corporation) | 217,000 | JPY 2,465,296 | JPY | New holding detected |
| NCC.L (NCC Group plc) | 1,369,067 | GBP 2,460,279 | GBP | New holding detected |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 2,888,000 | HKD 2,213,636 | HKD | New holding detected |
| 3762.T (TechMatrix Corporation) | 176,600 | JPY 2,169,572 | JPY | New holding detected |
| OSPN (OneSpan Inc) | 187,139 | USD 2,105,314 -5.6% | USD 11.25 -5.6% | |
| GDYN (Grid Dynamics Holdings Inc) | 294,780 -0.5% | USD 2,101,781 -14.4% | USD 7.13 -14.0% | |
| 6588.T (Toshiba Tec Corporation) | 116,200 | JPY 2,041,677 | JPY | New holding detected |
| 4432.T (WingArc1st Inc.) | 105,700 | JPY 2,002,744 | JPY | New holding detected |
| TNXT.MI (Tinexta Spa) | 100,032 -0.5% | EUR 1,791,227 0.4% | EUR 17.9065 0.8% | |
| 2326.T (Digital Arts Inc.) | 52,400 | JPY 1,653,629 | JPY | New holding detected |
| 050890.KQ (SOLiD, Inc.) | 246,120 -0.5% | KRW 1,571,068 11.8% | KRW 6.38334 12.3% | |
| 3059.TW (ALTEK CORP) | 1,250,094 -0.5% | TWD 1,477,126 -1.6% | TWD 1.18161 -1.1% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 512,000 -0.4% | TWD 1,463,596 -0.1% | TWD 2.85859 0.3% | |
| TEJASNET.BO (Tejas Networks Limited) | 373,470 | INR 1,387,151 | INR | New holding detected |
| OVH.PA (OVH Groupe SAS) | 124,405 | EUR 1,338,068 | EUR | New holding detected |
| 3962.T (CHANGE Holdings,Inc.) | 193,700 | JPY 1,259,596 | JPY | New holding detected |
| 2332.TW (D-LINK CORP) | 2,382,000 -0.5% | TWD 1,157,405 -1.9% | TWD 0.485896 -1.4% | |
| 3844.T (Comture Corporation) | 113,200 | JPY 1,110,674 | JPY | New holding detected |
| 053800.KQ (AhnLab, Inc.) | 24,567 -0.5% | KRW 1,024,844 -3.0% | KRW 41.7163 -2.6% | |
| UIS (Unisys Corporation) | 312,276 -0.5% | USD 727,603 -13.8% | USD 2.33 -13.4% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 434,152 | USD 116,565,470 6.6% | USD 268.49 6.6% | |
| MDB (MongoDB) | 147,708 | USD 55,047,817 0.4% | USD 372.68 0.4% | |
| ANET (Arista Networks) | 335,645 | USD 46,443,199 -2.4% | USD 138.37 -2.4% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,200,000 | TWD 43,229,578 1.7% | TWD 36.0246 1.7% | |
| CFLT (Confluent Inc) | 1,299,991 | USD 39,701,725 | USD 30.54 | |
| 6701.T (NEC Corporation) | 1,162,400 | JPY 38,991,828 -0.7% | JPY 33.5442 -0.7% | |
| AKAM (Akamai Technologies Inc) | 402,719 | USD 38,914,737 -0.5% | USD 96.63 -0.5% | |
| CSCO (Cisco Systems Inc) | 481,463 | USD 38,825,176 3.0% | USD 80.64 3.0% | |
| IDCC (InterDigital Inc) | 117,539 | USD 38,714,996 0.9% | USD 329.38 0.9% | |
| 6702.T (Fujitsu Limited) | 1,307,300 | JPY 36,722,806 1.2% | JPY 28.0906 1.2% | |
| DDOG (Datadog Inc) | 262,432 | USD 33,866,850 -0.2% | USD 129.05 -0.2% | |
| 9735.T (SECOM CO., LTD.) | 850,300 | JPY 31,259,142 0.2% | JPY 36.7625 0.2% | |
| FFIV (F5 Networks Inc) | 107,239 | USD 30,104,132 1.9% | USD 280.72 1.9% | |
| CRWD (Crowdstrike Holdings Inc) | 67,366 | USD 29,563,569 -0.6% | USD 438.85 -0.6% | |
| DLR (Digital Realty Trust Inc) | 176,991 | USD 29,222,984 -0.5% | USD 165.11 -0.5% | |
| PANW (Palo Alto Networks Inc) | 160,799 | USD 28,207,361 -0.9% | USD 175.42 -0.9% | |
| EQIX (Equinix Inc) | 34,662 | USD 28,089,392 -1.3% | USD 810.38 -1.3% | |
| WIPRO.BO (Wipro Ltd.) | 10,566,212 | INR 27,974,903 2.8% | INR 2.64758 2.8% | |
| 3626.T (TIS Inc.) | 985,700 | JPY 27,657,219 -3.8% | JPY 28.0585 -3.8% | |
| OKTA (Okta Inc) | 311,424 | USD 27,445,797 4.3% | USD 88.13 4.3% | |
| BAH (Booz Allen Hamilton Holding) | 311,580 | USD 27,263,250 -1.0% | USD 87.5 -1.0% | |
| ACN (Accenture plc) | 97,864 | USD 26,109,137 1.2% | USD 266.79 1.2% | |
| MIR (Mirion Technologies Inc) | 1,020,730 | USD 25,446,799 0.4% | USD 24.93 0.4% | |
| FTNT (Fortinet Inc) | 309,098 | USD 25,126,576 0.0% | USD 81.29 0.0% | |
| CHKP (Check Point Software Technologies Ltd) | 136,629 | USD 24,621,912 0.4% | USD 180.21 0.4% | |
| BCO (Brinks Company) | 190,120 | USD 24,462,740 1.3% | USD 128.67 1.3% | |
| 4768.T (Otsuka Corporation) | 1,144,600 | JPY 22,491,289 -1.0% | JPY 19.6499 -1.0% | |
| QLYS (Qualys Inc) | 164,436 | USD 22,198,860 2.4% | USD 135 2.4% | |
| DT (Dynatrace Holdings LLC) | 582,119 | USD 22,149,628 -0.1% | USD 38.05 -0.1% | |
| ZS (Zscaler Inc) | 105,769 | USD 21,218,319 0.3% | USD 200.61 0.3% | |
| DOCU (DocuSign Inc) | 407,282 | USD 21,178,664 -1.0% | USD 52 -1.0% | |
| S (SentinelOne Inc) | 1,434,321 | USD 20,639,879 2.9% | USD 14.39 2.9% | |
| RBRK (Rubrik, Inc.) | 360,073 | USD 19,605,975 -2.7% | USD 54.45 -2.7% | |
| PI (Impinj Inc) | 131,197 | USD 19,421,092 7.2% | USD 148.03 7.2% | |
| OSIS (OSI Systems Inc) | 76,096 | USD 19,230,981 1.0% | USD 252.72 1.0% | |
| KD (Kyndryl Holdings Inc) | 778,642 | USD 18,150,145 1.3% | USD 23.31 1.3% | |
| BOX (Box Inc) | 655,518 | USD 16,964,806 2.1% | USD 25.88 2.1% | |
| NTNX (Nutanix Inc) | 419,700 | USD 16,829,970 2.0% | USD 40.1 2.0% | |
| 4704.T (Trend Micro Incorporated) | 417,900 | JPY 16,350,916 -0.2% | JPY 39.1264 -0.2% | |
| UI (Ubiquiti Networks Inc) | 28,665 | USD 15,617,839 -1.2% | USD 544.84 -1.2% | |
| VRNS (Varonis Systems) | 505,541 | USD 14,787,074 -2.0% | USD 29.25 -2.0% | |
| CVLT (CommVault Systems Inc) | 167,661 | USD 14,645,188 1.9% | USD 87.35 1.9% | |
| ADT (ADT Inc) | 1,679,092 | USD 13,432,736 | USD 8 | |
| DXC (DXC Technology Co) | 825,742 | USD 12,617,338 5.9% | USD 15.28 5.9% | |
| CALX (Calix Inc) | 262,861 | USD 12,438,583 5.9% | USD 47.32 5.9% | |
| TENB (Tenable Holdings Inc) | 554,100 | USD 12,201,282 -0.2% | USD 22.02 -0.2% | |
| 763.HK (ZTE CORP H) | 3,428,600 | HKD 11,994,206 -3.6% | HKD 3.49828 -3.6% | |
| ASGN (ASGN Inc) | 196,910 | USD 10,485,458 2.2% | USD 53.25 2.2% | |
| ALRM (Alarm.com Holdings Inc) | 215,174 | USD 10,435,939 -0.6% | USD 48.5 -0.6% | |
| NTCT (NetScout Systems Inc) | 320,671 | USD 9,174,397 2.9% | USD 28.61 2.9% | |
| EXTR (Extreme Networks Inc) | 605,159 | USD 8,950,302 1.4% | USD 14.79 1.4% | |
| BB.TO (BlackBerry Ltd) | 2,451,580 | CAD 8,719,832 -0.7% | CAD 3.55682 -0.7% | |
| DGII (Digi International Inc) | 167,478 | USD 7,536,510 4.5% | USD 45 4.5% | |
| NSSC (NAPCO Security Technologies Inc) | 161,995 | USD 6,645,035 11.2% | USD 41.02 11.2% | |
| AVPT (Avepoint Inc) | 562,278 | USD 6,578,653 0.6% | USD 11.7 0.6% | |
| ARLO (Arlo Technologies) | 464,859 | USD 5,954,844 0.9% | USD 12.81 0.9% | |
| 022100.KS (POSCO DX COMPANY LTD) | 232,338 | KRW 5,950,061 -4.6% | KRW 25.6095 -4.6% | |
| 489790.KQ (HANWHA VISION LTD) | 150,831 | KRW 5,861,015 -9.5% | KRW 38.8582 -9.5% | |
| ATEN (A10 Network) | 325,059 | USD 5,750,294 1.4% | USD 17.69 1.4% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 398,000 | JPY 5,156,679 -2.0% | JPY 12.9565 -2.0% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,464,000 | TWD 4,857,639 -2.0% | TWD 3.31806 -2.0% | |
| 012750.KS (S-1 CORP) | 81,453 | KRW 4,472,322 -0.7% | KRW 54.9068 -0.7% | |
| TMV.DE (TeamViewer SE) | 596,915 | EUR 4,012,128 -0.2% | EUR 6.72144 -0.2% | |
| 6214.TW (SYSTEX CORP) | 1,097,000 | TWD 3,934,571 -2.7% | TWD 3.58666 -2.7% | |
| 5388.TW (SERCOMM CORP) | 1,368,000 | TWD 3,609,670 -3.3% | TWD 2.63865 -3.3% | |
| ADTN (ADTRAN Inc) | 367,492 | USD 3,443,400 1.6% | USD 9.37 1.6% | |
| RPD (Rapid7 Inc) | 289,248 | USD 3,413,126 -1.0% | USD 11.8 -1.0% | |
| 3076.T (Ai Holdings Corporation) | 169,000 | JPY 2,868,142 -1.7% | JPY 16.9713 -1.7% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,136,600 | MYR 2,758,826 | MYR 1.29122 | |
| NTGR (NETGEAR Inc) | 131,773 | USD 2,750,103 -0.2% | USD 20.87 -0.2% | |
| NCC.L (NCC Group plc) | 1,375,336 | GBP 2,653,923 0.2% | GBP 1.92965 0.2% | |
| 4722.T (Future Corporation) | 218,000 | JPY 2,646,668 -1.2% | JPY 12.1407 -1.2% | |
| GDYN (Grid Dynamics Holdings Inc) | 296,130 | USD 2,454,918 0.2% | USD 8.29 0.2% | |
| 3762.T (TechMatrix Corporation) | 177,400 | JPY 2,355,457 -3.1% | JPY 13.2777 -3.1% | |
| 4432.T (WingArc1st Inc.) | 106,200 | JPY 2,261,461 0.8% | JPY 21.2944 0.8% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 2,901,000 | HKD 2,251,098 -9.6% | HKD 0.775973 -9.6% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,230,697 1.2% | USD 11.92 1.2% | |
| 6588.T (Toshiba Tec Corporation) | 116,700 | JPY 1,991,790 1.4% | JPY 17.0676 1.4% | |
| 2326.T (Digital Arts Inc.) | 52,600 | JPY 1,821,192 -4.8% | JPY 34.6234 -4.8% | |
| TNXT.MI (Tinexta Spa) | 100,490 | EUR 1,784,577 -1.1% | EUR 17.7588 -1.1% | |
| 3059.TW (ALTEK CORP) | 1,256,094 | TWD 1,500,406 -3.9% | TWD 1.1945 -3.9% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 514,000 | TWD 1,465,091 -2.2% | TWD 2.85037 -2.2% | |
| OVH.PA (OVH Groupe SAS) | 124,975 | EUR 1,423,599 -3.9% | EUR 11.3911 -3.9% | |
| 050890.KQ (SOLiD, Inc.) | 247,247 | KRW 1,404,832 -3.8% | KRW 5.6819 -3.8% | |
| TEJASNET.BO (Tejas Networks Limited) | 375,180 | INR 1,345,675 -3.2% | INR 3.58675 -3.2% | |
| 3962.T (CHANGE Holdings,Inc.) | 194,600 | JPY 1,291,291 -2.6% | JPY 6.63562 -2.6% | |
| 2332.TW (D-LINK CORP) | 2,393,000 | TWD 1,179,675 -1.8% | TWD 0.492969 -1.8% | |
| 3844.T (Comture Corporation) | 113,700 | JPY 1,171,510 -1.9% | JPY 10.3035 -1.9% | |
| 053800.KQ (AhnLab, Inc.) | 24,679 | KRW 1,056,732 -7.5% | KRW 42.8191 -7.5% | |
| UIS (Unisys Corporation) | 313,706 | USD 843,869 2.3% | USD 2.69 2.3% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 434,152 | USD 109,323,815 -0.7% | USD 251.81 -0.7% | |
| MDB (MongoDB) | 147,708 | USD 54,848,412 -0.7% | USD 371.33 -0.7% | |
| ANET (Arista Networks) | 335,645 | USD 47,574,322 -4.3% | USD 141.74 -4.3% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,200,000 | TWD 42,516,683 -5.3% | TWD 35.4306 -5.3% | |
| CFLT (Confluent Inc) | 1,299,991 | USD 39,701,725 -0.1% | USD 30.54 -0.1% | |
| 6701.T (NEC Corporation) | 1,162,400 | JPY 39,259,069 -6.8% | JPY 33.7741 -6.8% | |
| AKAM (Akamai Technologies Inc) | 402,719 | USD 39,124,151 -2.2% | USD 97.15 -2.2% | |
| IDCC (InterDigital Inc) | 117,539 | USD 38,369,431 -1.4% | USD 326.44 -1.4% | |
| CSCO (Cisco Systems Inc) | 481,463 | USD 37,708,182 -0.1% | USD 78.32 -0.1% | |
| 6702.T (Fujitsu Limited) | 1,307,300 | JPY 36,296,940 4.1% | JPY 27.7648 4.1% | |
| DDOG (Datadog Inc) | 262,432 | USD 33,937,706 0.9% | USD 129.32 0.9% | |
| 9735.T (SECOM CO., LTD.) | 850,300 | JPY 31,193,101 -1.6% | JPY 36.6848 -1.6% | |
| CRWD (Crowdstrike Holdings Inc) | 67,366 | USD 29,735,689 -0.7% | USD 441.405 -0.7% | |
| FFIV (F5 Networks Inc) | 107,239 | USD 29,556,141 -2.4% | USD 275.61 -2.4% | |
| DLR (Digital Realty Trust Inc) | 176,991 | USD 29,371,656 -0.9% | USD 165.95 -0.9% | |
| 3626.T (TIS Inc.) | 985,700 | JPY 28,741,596 -1.0% | JPY 29.1586 -1.0% | |
| PANW (Palo Alto Networks Inc) | 160,799 | USD 28,456,599 0.4% | USD 176.97 0.4% | |
| EQIX (Equinix Inc) | 34,662 | USD 28,455,076 -0.6% | USD 820.93 -0.6% | |
| BAH (Booz Allen Hamilton Holding) | 311,580 | USD 27,549,904 -0.3% | USD 88.42 -0.3% | |
| WIPRO.BO (Wipro Ltd.) | 10,566,212 | INR 27,211,693 -1.2% | INR 2.57535 -1.2% | |
| OKTA (Okta Inc) | 311,424 | USD 26,309,100 -1.4% | USD 84.48 -1.4% | |
| ACN (Accenture plc) | 97,864 | USD 25,800,865 0.9% | USD 263.64 0.9% | |
| MIR (Mirion Technologies Inc) | 1,020,730 | USD 25,354,933 -1.8% | USD 24.84 -1.8% | |
| FTNT (Fortinet Inc) | 309,098 | USD 25,117,303 -0.3% | USD 81.26 -0.3% | |
| CHKP (Check Point Software Technologies Ltd) | 136,629 | USD 24,526,272 0.7% | USD 179.51 0.7% | |
| BCO (Brinks Company) | 190,120 | USD 24,152,845 0.3% | USD 127.04 0.3% | |
| 4768.T (Otsuka Corporation) | 1,144,600 | JPY 22,719,857 -1.8% | JPY 19.8496 -1.8% | |
| DT (Dynatrace Holdings LLC) | 582,119 | USD 22,172,913 0.6% | USD 38.09 0.6% | |
| QLYS (Qualys Inc) | 164,436 | USD 21,689,108 -0.2% | USD 131.9 -0.2% | |
| DOCU (DocuSign Inc) | 407,282 | USD 21,398,596 -2.3% | USD 52.54 -2.3% | |
| ZS (Zscaler Inc) | 105,769 | USD 21,154,858 -0.3% | USD 200.01 -0.3% | |
| RBRK (Rubrik, Inc.) | 360,073 | USD 20,146,084 -3.5% | USD 55.95 -3.5% | |
| S (SentinelOne Inc) | 1,434,321 | USD 20,051,808 -0.6% | USD 13.98 -0.6% | |
| OSIS (OSI Systems Inc) | 76,096 | USD 19,034,653 -7.3% | USD 250.14 -7.3% | |
| PI (Impinj Inc) | 131,197 | USD 18,118,306 -6.6% | USD 138.1 -6.6% | |
| KD (Kyndryl Holdings Inc) | 778,642 | USD 17,908,766 -1.3% | USD 23 -1.3% | |
| BOX (Box Inc) | 655,518 | USD 16,617,381 -0.5% | USD 25.35 -0.5% | |
| NTNX (Nutanix Inc) | 419,700 | USD 16,506,801 -0.3% | USD 39.33 -0.3% | |
| 4704.T (Trend Micro Incorporated) | 417,900 | JPY 16,389,829 -1.5% | JPY 39.2195 -1.5% | |
| UI (Ubiquiti Networks Inc) | 28,665 | USD 15,806,454 -2.6% | USD 551.42 -2.6% | |
| VRNS (Varonis Systems) | 505,541 | USD 15,085,343 -2.4% | USD 29.84 -2.4% | |
| CVLT (CommVault Systems Inc) | 167,661 | USD 14,368,548 -2.1% | USD 85.7 -2.1% | |
| ADT (ADT Inc) | 1,679,092 | USD 13,432,736 -1.0% | USD 8 -1.0% | |
| 763.HK (ZTE CORP H) | 3,428,600 | HKD 12,441,774 -2.1% | HKD 3.62882 -2.1% | |
| TENB (Tenable Holdings Inc) | 554,100 | USD 12,223,446 2.2% | USD 22.06 2.2% | |
| DXC (DXC Technology Co) | 825,742 | USD 11,915,457 0.1% | USD 14.43 0.1% | |
| CALX (Calix Inc) | 262,861 | USD 11,742,001 -4.3% | USD 44.67 -4.3% | |
| ALRM (Alarm.com Holdings Inc) | 215,174 | USD 10,496,188 -0.2% | USD 48.78 -0.2% | |
| ASGN (ASGN Inc) | 196,910 | USD 10,257,042 4.9% | USD 52.09 4.9% | |
| NTCT (NetScout Systems Inc) | 320,671 | USD 8,917,861 0.8% | USD 27.81 0.8% | |
| EXTR (Extreme Networks Inc) | 605,159 | USD 8,823,218 1.5% | USD 14.58 1.5% | |
| BB.TO (BlackBerry Ltd) | 2,451,580 | CAD 8,780,536 -1.9% | CAD 3.58158 -1.9% | |
| DGII (Digi International Inc) | 167,478 | USD 7,213,277 -4.9% | USD 43.07 -4.9% | |
| AVPT (Avepoint Inc) | 562,278 | USD 6,539,293 -2.4% | USD 11.63 -2.4% | |
| 489790.KQ (HANWHA VISION LTD) | 150,831 | KRW 6,475,862 10.5% | KRW 42.9346 10.5% | |
| 022100.KS (POSCO DX COMPANY LTD) | 232,338 | KRW 6,238,616 -4.9% | KRW 26.8515 -4.9% | |
| NSSC (NAPCO Security Technologies Inc) | 161,995 | USD 5,975,996 -3.7% | USD 36.89 -3.7% | |
| ARLO (Arlo Technologies) | 464,859 | USD 5,899,061 -2.5% | USD 12.69 -2.5% | |
| ATEN (A10 Network) | 325,059 | USD 5,669,029 -1.5% | USD 17.44 -1.5% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 398,000 | JPY 5,260,742 -1.2% | JPY 13.2179 -1.2% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,464,000 | TWD 4,954,433 -0.2% | TWD 3.38418 -0.2% | |
| 012750.KS (S-1 CORP) | 81,453 | KRW 4,504,418 3.2% | KRW 55.3008 3.2% | |
| 6214.TW (SYSTEX CORP) | 1,097,000 | TWD 4,043,597 -2.7% | TWD 3.68605 -2.7% | |
| TMV.DE (TeamViewer SE) | 596,915 | EUR 4,019,279 2.7% | EUR 6.73342 2.7% | |
| 5388.TW (SERCOMM CORP) | 1,368,000 | TWD 3,734,071 3.1% | TWD 2.72958 3.1% | |
| RPD (Rapid7 Inc) | 289,248 | USD 3,447,836 1.6% | USD 11.92 1.6% | |
| ADTN (ADTRAN Inc) | 367,492 | USD 3,388,276 -1.6% | USD 9.22 -1.6% | |
| 3076.T (Ai Holdings Corporation) | 169,000 | JPY 2,918,553 0.2% | JPY 17.2695 0.2% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,136,600 | MYR 2,758,826 0.4% | MYR 1.29122 0.4% | |
| NTGR (NETGEAR Inc) | 131,773 | USD 2,755,373 0.1% | USD 20.91 0.1% | |
| 4722.T (Future Corporation) | 218,000 | JPY 2,679,424 -1.8% | JPY 12.2909 -1.8% | |
| NCC.L (NCC Group plc) | 1,375,336 | GBP 2,649,776 -0.4% | GBP 1.92664 -0.4% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 2,901,000 | HKD 2,488,790 -3.4% | HKD 0.857908 -3.4% | |
| GDYN (Grid Dynamics Holdings Inc) | 296,130 | USD 2,448,995 1.2% | USD 8.27 1.2% | |
| 3762.T (TechMatrix Corporation) | 177,400 | JPY 2,431,114 -3.8% | JPY 13.7041 -3.8% | |
| 4432.T (WingArc1st Inc.) | 106,200 | JPY 2,244,341 -4.2% | JPY 21.1332 -4.2% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,204,497 1.1% | USD 11.78 1.1% | |
| 6588.T (Toshiba Tec Corporation) | 116,700 | JPY 1,963,913 0.7% | JPY 16.8287 0.7% | |
| 2326.T (Digital Arts Inc.) | 52,600 | JPY 1,912,913 1.6% | JPY 36.3672 1.6% | |
| TNXT.MI (Tinexta Spa) | 100,490 | EUR 1,805,174 -0.1% | EUR 17.9637 -0.1% | |
| 3059.TW (ALTEK CORP) | 1,256,094 | TWD 1,560,638 -4.1% | TWD 1.24245 -4.1% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 514,000 | TWD 1,497,738 0.0% | TWD 2.91389 0.0% | |
| OVH.PA (OVH Groupe SAS) | 124,975 | EUR 1,481,561 -0.6% | EUR 11.8549 -0.6% | |
| 050890.KQ (SOLiD, Inc.) | 247,247 | KRW 1,460,052 -4.3% | KRW 5.90524 -4.3% | |
| TEJASNET.BO (Tejas Networks Limited) | 375,180 | INR 1,389,986 4.6% | INR 3.70485 4.6% | |
| 3962.T (CHANGE Holdings,Inc.) | 194,600 | JPY 1,325,843 -0.5% | JPY 6.81317 -0.5% | |
| 2332.TW (D-LINK CORP) | 2,393,000 | TWD 1,201,443 -2.8% | TWD 0.502066 -2.8% | |
| 3844.T (Comture Corporation) | 113,700 | JPY 1,194,786 -1.4% | JPY 10.5082 -1.4% | |
| 053800.KQ (AhnLab, Inc.) | 24,679 | KRW 1,141,880 -2.0% | KRW 46.2693 -2.0% | |
| UIS (Unisys Corporation) | 313,706 | USD 825,047 -1.1% | USD 2.63 -1.1% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 434,152 | USD 110,070,557 2.4% | USD 253.53 2.4% | |
| MDB (MongoDB) | 147,708 | USD 55,245,746 -9.2% | USD 374.02 -9.2% | |
| ANET (Arista Networks) | 335,645 | USD 49,725,807 1.0% | USD 148.15 1.0% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,200,000 | TWD 44,895,675 1.7% | TWD 37.4131 1.7% | |
| 6701.T (NEC Corporation) | 1,162,400 | JPY 42,112,139 -2.4% | JPY 36.2286 -2.4% | |
| AKAM (Akamai Technologies Inc) | 402,719 | USD 40,010,133 -3.8% | USD 99.35 -3.8% | |
| CFLT (Confluent Inc) | 1,299,991 | USD 39,740,725 0.1% | USD 30.57 0.1% | |
| IDCC (InterDigital Inc) | 117,539 | USD 38,897,181 -0.8% | USD 330.93 -0.8% | |
| CSCO (Cisco Systems Inc) | 481,463 | USD 37,761,143 -0.3% | USD 78.43 -0.3% | |
| 6702.T (Fujitsu Limited) | 1,307,300 | JPY 34,856,201 0.0% | JPY 26.6627 0.0% | |
| DDOG (Datadog Inc) | 262,432 | USD 33,638,534 -7.3% | USD 128.18 -7.3% | |
| 9735.T (SECOM CO., LTD.) | 850,300 | JPY 31,706,479 -1.1% | JPY 37.2886 -1.1% | |
| FFIV (F5 Networks Inc) | 107,239 | USD 30,298,235 4.5% | USD 282.53 4.5% | |
| CRWD (Crowdstrike Holdings Inc) | 67,366 | USD 29,952,271 -6.7% | USD 444.62 -6.7% | |
| DLR (Digital Realty Trust Inc) | 176,991 | USD 29,635,373 2.6% | USD 167.44 2.6% | |
| 3626.T (TIS Inc.) | 985,700 | JPY 29,022,475 -4.0% | JPY 29.4435 -4.0% | |
| EQIX (Equinix Inc) | 34,662 | USD 28,632,545 2.0% | USD 826.05 2.0% | |
| PANW (Palo Alto Networks Inc) | 160,799 | USD 28,332,784 -4.0% | USD 176.2 -4.0% | |
| BAH (Booz Allen Hamilton Holding) | 311,580 | USD 27,646,493 -0.9% | USD 88.73 -0.9% | |
| WIPRO.BO (Wipro Ltd.) | 10,566,212 | INR 27,553,221 1.9% | INR 2.60767 1.9% | |
| OKTA (Okta Inc) | 311,424 | USD 26,685,923 -6.3% | USD 85.69 -6.3% | |
| MIR (Mirion Technologies Inc) | 1,020,730 | USD 25,814,262 -0.3% | USD 25.29 -0.3% | |
| ACN (Accenture plc) | 97,864 | USD 25,564,034 -5.3% | USD 261.22 -5.3% | |
| FTNT (Fortinet Inc) | 309,098 | USD 25,194,578 -0.2% | USD 81.51 -0.2% | |
| CHKP (Check Point Software Technologies Ltd) | 136,629 | USD 24,348,654 -2.6% | USD 178.21 -2.6% | |
| BCO (Brinks Company) | 190,120 | USD 24,074,896 0.9% | USD 126.63 0.9% | |
| 4768.T (Otsuka Corporation) | 1,144,600 | JPY 23,126,410 -1.5% | JPY 20.2048 -1.5% | |
| DT (Dynatrace Holdings LLC) | 582,119 | USD 22,039,025 -6.9% | USD 37.86 -6.9% | |
| DOCU (DocuSign Inc) | 407,282 | USD 21,903,626 -3.0% | USD 53.78 -3.0% | |
| QLYS (Qualys Inc) | 164,436 | USD 21,725,284 -0.7% | USD 132.12 -0.7% | |
| ZS (Zscaler Inc) | 105,769 | USD 21,220,434 -8.7% | USD 200.63 -8.7% | |
| RBRK (Rubrik, Inc.) | 360,073 | USD 20,873,432 -6.9% | USD 57.97 -6.9% | |
| OSIS (OSI Systems Inc) | 76,096 | USD 20,526,135 -2.6% | USD 269.74 -2.6% | |
| S (SentinelOne Inc) | 1,434,321 | USD 20,180,896 -6.9% | USD 14.07 -6.9% | |
| PI (Impinj Inc) | 131,197 | USD 19,390,917 -8.6% | USD 147.8 -8.6% | |
| KD (Kyndryl Holdings Inc) | 778,642 | USD 18,150,145 -2.2% | USD 23.31 -2.2% | |
| BOX (Box Inc) | 655,518 | USD 16,709,154 -4.0% | USD 25.49 -4.0% | |
| 4704.T (Trend Micro Incorporated) | 417,900 | JPY 16,646,548 -0.8% | JPY 39.8338 -0.8% | |
| NTNX (Nutanix Inc) | 419,700 | USD 16,561,362 -4.3% | USD 39.46 -4.3% | |
| UI (Ubiquiti Networks Inc) | 28,665 | USD 16,235,283 3.6% | USD 566.38 3.6% | |
| VRNS (Varonis Systems) | 505,541 | USD 15,454,388 -10.6% | USD 30.57 -10.6% | |
| CVLT (CommVault Systems Inc) | 167,661 | USD 14,670,338 -1.8% | USD 87.5 -1.8% | |
| ADT (ADT Inc) | 1,679,092 | USD 13,567,063 1.4% | USD 8.08 1.4% | |
| 763.HK (ZTE CORP H) | 3,428,600 | HKD 12,705,190 -0.9% | HKD 3.70565 -0.9% | |
| CALX (Calix Inc) | 262,861 | USD 12,265,094 -16.6% | USD 46.66 -16.6% | |
| TENB (Tenable Holdings Inc) | 554,100 | USD 11,957,478 -5.1% | USD 21.58 -5.1% | |
| DXC (DXC Technology Co) | 825,742 | USD 11,898,942 -1.8% | USD 14.41 -1.8% | |
| ALRM (Alarm.com Holdings Inc) | 215,174 | USD 10,515,553 -0.4% | USD 48.87 -0.4% | |
| ASGN (ASGN Inc) | 196,910 | USD 9,776,582 -1.9% | USD 49.65 -1.9% | |
| BB.TO (BlackBerry Ltd) | 2,451,580 | CAD 8,952,323 -3.7% | CAD 3.65165 -3.7% | |
| NTCT (NetScout Systems Inc) | 320,671 | USD 8,850,520 -1.3% | USD 27.6 -1.3% | |
| EXTR (Extreme Networks Inc) | 605,159 | USD 8,696,135 -2.2% | USD 14.37 -2.2% | |
| DGII (Digi International Inc) | 167,478 | USD 7,585,079 3.9% | USD 45.29 3.9% | |
| AVPT (Avepoint Inc) | 562,278 | USD 6,702,354 -3.7% | USD 11.92 -3.7% | |
| 022100.KS (POSCO DX COMPANY LTD) | 232,338 | KRW 6,557,468 3.7% | KRW 28.2238 3.7% | |
| NSSC (NAPCO Security Technologies Inc) | 161,995 | USD 6,204,409 -0.5% | USD 38.3 -0.5% | |
| ARLO (Arlo Technologies) | 464,859 | USD 6,052,464 -1.4% | USD 13.02 -1.4% | |
| 489790.KQ (HANWHA VISION LTD) | 150,831 | KRW 5,859,363 3.8% | KRW 38.8472 3.8% | |
| ATEN (A10 Network) | 325,059 | USD 5,756,795 -2.4% | USD 17.71 -2.4% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 398,000 | JPY 5,325,416 -0.2% | JPY 13.3804 -0.2% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,464,000 | TWD 4,962,315 0.4% | TWD 3.38956 0.4% | |
| 012750.KS (S-1 CORP) | 81,453 | KRW 4,363,656 3.8% | KRW 53.5727 3.8% | |
| 6214.TW (SYSTEX CORP) | 1,097,000 | TWD 4,156,831 -2.5% | TWD 3.78927 -2.5% | |
| TMV.DE (TeamViewer SE) | 596,915 | EUR 3,912,933 -2.4% | EUR 6.55526 -2.4% | |
| 5388.TW (SERCOMM CORP) | 1,368,000 | TWD 3,622,045 -0.3% | TWD 2.64769 -0.3% | |
| ADTN (ADTRAN Inc) | 367,492 | USD 3,443,400 -2.2% | USD 9.37 -2.2% | |
| RPD (Rapid7 Inc) | 289,248 | USD 3,392,879 -6.9% | USD 11.73 -6.9% | |
| 3076.T (Ai Holdings Corporation) | 169,000 | JPY 2,911,486 -1.9% | JPY 17.2277 -1.9% | |
| NTGR (NETGEAR Inc) | 131,773 | USD 2,751,420 -4.0% | USD 20.88 -4.0% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,136,600 | MYR 2,747,251 0.4% | MYR 1.2858 0.4% | |
| 4722.T (Future Corporation) | 218,000 | JPY 2,728,655 -0.6% | JPY 12.5168 -0.6% | |
| NCC.L (NCC Group plc) | 1,375,336 | GBP 2,661,672 2.0% | GBP 1.93529 2.0% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 2,901,000 | HKD 2,576,007 -0.8% | HKD 0.887972 -0.8% | |
| 3762.T (TechMatrix Corporation) | 177,400 | JPY 2,528,068 -2.5% | JPY 14.2507 -2.5% | |
| GDYN (Grid Dynamics Holdings Inc) | 296,130 | USD 2,419,382 -2.0% | USD 8.17 -2.0% | |
| 4432.T (WingArc1st Inc.) | 106,200 | JPY 2,341,702 -2.6% | JPY 22.0499 -2.6% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,180,169 -3.1% | USD 11.65 -3.1% | |
| 6588.T (Toshiba Tec Corporation) | 116,700 | JPY 1,950,154 -6.1% | JPY 16.7108 -6.1% | |
| 2326.T (Digital Arts Inc.) | 52,600 | JPY 1,882,566 -4.3% | JPY 35.7902 -4.3% | |
| TNXT.MI (Tinexta Spa) | 100,490 | EUR 1,807,784 -0.1% | EUR 17.9897 -0.1% | |
| 3059.TW (ALTEK CORP) | 1,256,094 | TWD 1,626,727 -1.8% | TWD 1.29507 -1.8% | |
| 050890.KQ (SOLiD, Inc.) | 247,247 | KRW 1,525,681 11.5% | KRW 6.17068 11.5% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 514,000 | TWD 1,497,335 -2.6% | TWD 2.9131 -2.6% | |
| OVH.PA (OVH Groupe SAS) | 124,975 | EUR 1,490,889 2.8% | EUR 11.9295 2.8% | |
| 3962.T (CHANGE Holdings,Inc.) | 194,600 | JPY 1,331,839 -3.1% | JPY 6.84398 -3.1% | |
| TEJASNET.BO (Tejas Networks Limited) | 375,180 | INR 1,329,213 9.7% | INR 3.54287 9.7% | |
| 2332.TW (D-LINK CORP) | 2,393,000 | TWD 1,235,813 -1.1% | TWD 0.516428 -1.1% | |
| 3844.T (Comture Corporation) | 113,700 | JPY 1,211,878 -2.2% | JPY 10.6586 -2.2% | |
| 053800.KQ (AhnLab, Inc.) | 24,679 | KRW 1,164,643 4.5% | KRW 47.1917 4.5% | |
| UIS (Unisys Corporation) | 313,706 | USD 834,458 -4.7% | USD 2.66 -4.7% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 434,152 | USD 107,461,303 6.6% | USD 247.52 6.6% | |
| MDB (MongoDB) | 147,708 | USD 60,839,448 0.2% | USD 411.89 0.2% | |
| ANET (Arista Networks) | 335,645 | USD 49,235,765 2.1% | USD 146.69 2.1% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,200,000 | TWD 44,136,613 0.6% | TWD 36.7805 0.6% | |
| 6701.T (NEC Corporation) | 1,162,400 | JPY 43,142,887 1.7% | JPY 37.1154 1.7% | |
| AKAM (Akamai Technologies Inc) | 402,719 | USD 41,584,764 4.7% | USD 103.26 4.7% | |
| CFLT (Confluent Inc) | 1,299,991 | USD 39,701,725 0.0% | USD 30.54 0.0% | |
| IDCC (InterDigital Inc) | 117,539 | USD 39,195,730 1.0% | USD 333.47 1.0% | |
| CSCO (Cisco Systems Inc) | 481,463 | USD 37,881,509 2.2% | USD 78.68 2.2% | |
| DDOG (Datadog Inc) | 262,432 | USD 36,270,727 1.1% | USD 138.21 1.1% | |
| 6702.T (Fujitsu Limited) | 1,307,300 | JPY 34,869,865 1.6% | JPY 26.6732 1.6% | |
| CRWD (Crowdstrike Holdings Inc) | 67,366 | USD 32,110,678 1.8% | USD 476.66 1.8% | |
| 9735.T (SECOM CO., LTD.) | 850,300 | JPY 32,047,528 -0.1% | JPY 37.6897 -0.1% | |
| 3626.T (TIS Inc.) | 985,700 | JPY 30,235,210 0.3% | JPY 30.6738 0.3% | |
| PANW (Palo Alto Networks Inc) | 160,799 | USD 29,506,617 -0.4% | USD 183.5 -0.4% | |
| FFIV (F5 Networks Inc) | 107,239 | USD 29,000,643 1.1% | USD 270.43 1.1% | |
| DLR (Digital Realty Trust Inc) | 176,991 | USD 28,877,852 1.0% | USD 163.16 1.0% | |
| OKTA (Okta Inc) | 311,424 | USD 28,482,839 0.2% | USD 91.46 0.2% | |
| EQIX (Equinix Inc) | 34,662 | USD 28,060,622 0.4% | USD 809.55 0.4% | |
| BAH (Booz Allen Hamilton Holding) | 311,580 | USD 27,905,105 -4.7% | USD 89.56 -4.7% | |
| WIPRO.BO (Wipro Ltd.) | 10,566,212 | INR 27,047,837 -1.3% | INR 2.55984 -1.3% | |
| ACN (Accenture plc) | 97,864 | USD 26,990,891 -1.7% | USD 275.8 -1.7% | |
| MIR (Mirion Technologies Inc) | 1,020,730 | USD 25,895,920 -0.5% | USD 25.37 -0.5% | |
| FTNT (Fortinet Inc) | 309,098 | USD 25,256,398 -1.6% | USD 81.71 -1.6% | |
| CHKP (Check Point Software Technologies Ltd) | 136,629 | USD 24,994,909 -1.0% | USD 182.94 -1.0% | |
| BCO (Brinks Company) | 190,120 | USD 23,856,258 0.1% | USD 125.48 0.1% | |
| DT (Dynatrace Holdings LLC) | 582,119 | USD 23,674,780 -1.2% | USD 40.67 -1.2% | |
| 4768.T (Otsuka Corporation) | 1,144,600 | JPY 23,485,870 0.1% | JPY 20.5188 0.1% | |
| ZS (Zscaler Inc) | 105,769 | USD 23,234,276 2.4% | USD 219.67 2.4% | |
| DOCU (DocuSign Inc) | 407,282 | USD 22,571,568 -3.9% | USD 55.42 -3.9% | |
| RBRK (Rubrik, Inc.) | 360,073 | USD 22,418,145 -8.9% | USD 62.26 -8.9% | |
| QLYS (Qualys Inc) | 164,436 | USD 21,869,988 0.6% | USD 133 0.6% | |
| S (SentinelOne Inc) | 1,434,321 | USD 21,672,590 3.8% | USD 15.11 3.8% | |
| PI (Impinj Inc) | 131,197 | USD 21,226,363 -0.4% | USD 161.79 -0.4% | |
| OSIS (OSI Systems Inc) | 76,096 | USD 21,076,309 0.7% | USD 276.97 0.7% | |
| KD (Kyndryl Holdings Inc) | 778,642 | USD 18,555,039 -2.5% | USD 23.83 -2.5% | |
| BOX (Box Inc) | 655,518 | USD 17,410,558 -1.2% | USD 26.56 -1.2% | |
| NTNX (Nutanix Inc) | 419,700 | USD 17,308,428 -4.9% | USD 41.24 -4.9% | |
| VRNS (Varonis Systems) | 505,541 | USD 17,294,558 -4.0% | USD 34.21 -4.0% | |
| 4704.T (Trend Micro Incorporated) | 417,900 | JPY 16,778,729 0.0% | JPY 40.1501 0.0% | |
| UI (Ubiquiti Networks Inc) | 28,665 | USD 15,670,582 -0.4% | USD 546.68 -0.4% | |
| CVLT (CommVault Systems Inc) | 167,661 | USD 14,943,625 -31.1% | USD 89.13 -31.1% | |
| CALX (Calix Inc) | 262,861 | USD 14,714,959 0.5% | USD 55.98 0.5% | |
| ADT (ADT Inc) | 1,679,092 | USD 13,382,363 -1.2% | USD 7.97 -1.2% | |
| 763.HK (ZTE CORP H) | 3,428,600 | HKD 12,818,511 2.1% | HKD 3.7387 2.1% | |
| TENB (Tenable Holdings Inc) | 554,100 | USD 12,605,775 -1.6% | USD 22.75 -1.6% | |
| DXC (DXC Technology Co) | 825,742 | USD 12,113,635 -0.5% | USD 14.67 -0.5% | |
| ALRM (Alarm.com Holdings Inc) | 215,174 | USD 10,558,588 -1.5% | USD 49.07 -1.5% | |
| ASGN (ASGN Inc) | 196,910 | USD 9,969,553 -0.2% | USD 50.63 -0.2% | |
| BB.TO (BlackBerry Ltd) | 2,451,580 | CAD 9,294,407 -0.6% | CAD 3.79119 -0.6% | |
| NTCT (NetScout Systems Inc) | 320,671 | USD 8,965,961 0.3% | USD 27.96 0.3% | |
| EXTR (Extreme Networks Inc) | 605,159 | USD 8,895,837 -3.3% | USD 14.7 -3.3% | |
| DGII (Digi International Inc) | 167,478 | USD 7,300,366 1.7% | USD 43.59 1.7% | |
| AVPT (Avepoint Inc) | 562,278 | USD 6,961,002 -3.3% | USD 12.38 -3.3% | |
| 022100.KS (POSCO DX COMPANY LTD) | 232,338 | KRW 6,322,833 -2.2% | KRW 27.2139 -2.2% | |
| NSSC (NAPCO Security Technologies Inc) | 161,995 | USD 6,233,568 -0.9% | USD 38.48 -0.9% | |
| ARLO (Arlo Technologies) | 464,859 | USD 6,136,139 -1.0% | USD 13.2 -1.0% | |
| ATEN (A10 Network) | 325,059 | USD 5,896,570 1.9% | USD 18.14 1.9% | |
| 489790.KQ (HANWHA VISION LTD) | 150,831 | KRW 5,643,319 3.7% | KRW 37.4148 3.7% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 398,000 | JPY 5,337,837 0.5% | JPY 13.4117 0.5% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,464,000 | TWD 4,941,772 0.2% | TWD 3.37553 0.2% | |
| 6214.TW (SYSTEX CORP) | 1,097,000 | TWD 4,261,890 1.0% | TWD 3.88504 1.0% | |
| 012750.KS (S-1 CORP) | 81,453 | KRW 4,202,354 0.6% | KRW 51.5924 0.6% | |
| TMV.DE (TeamViewer SE) | 596,915 | EUR 4,009,492 -2.9% | EUR 6.71702 -2.9% | |
| RPD (Rapid7 Inc) | 289,248 | USD 3,644,525 -2.7% | USD 12.6 -2.7% | |
| 5388.TW (SERCOMM CORP) | 1,368,000 | TWD 3,633,188 -0.1% | TWD 2.65584 -0.1% | |
| ADTN (ADTRAN Inc) | 367,492 | USD 3,520,573 -1.5% | USD 9.58 -1.5% | |
| 3076.T (Ai Holdings Corporation) | 169,000 | JPY 2,968,047 -0.8% | JPY 17.5624 -0.8% | |
| NTGR (NETGEAR Inc) | 131,773 | USD 2,867,380 0.7% | USD 21.76 0.7% | |
| 4722.T (Future Corporation) | 218,000 | JPY 2,745,897 -1.3% | JPY 12.5959 -1.3% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,136,600 | MYR 2,735,280 -0.5% | MYR 1.2802 -0.5% | |
| NCC.L (NCC Group plc) | 1,375,336 | GBP 2,609,985 -1.3% | GBP 1.89771 -1.3% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 2,901,000 | HKD 2,596,190 5.3% | HKD 0.894929 5.3% | |
| 3762.T (TechMatrix Corporation) | 177,400 | JPY 2,593,415 -1.3% | JPY 14.619 -1.3% | |
| GDYN (Grid Dynamics Holdings Inc) | 296,130 | USD 2,469,724 -3.6% | USD 8.34 -3.6% | |
| 4432.T (WingArc1st Inc.) | 106,200 | JPY 2,405,051 1.0% | JPY 22.6464 1.0% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,249,411 -0.1% | USD 12.02 -0.1% | |
| 6588.T (Toshiba Tec Corporation) | 116,700 | JPY 2,076,952 -2.6% | JPY 17.7974 -2.6% | |
| 2326.T (Digital Arts Inc.) | 52,600 | JPY 1,967,029 -0.1% | JPY 37.396 -0.1% | |
| TNXT.MI (Tinexta Spa) | 100,490 | EUR 1,809,992 0.4% | EUR 18.0117 0.4% | |
| 3059.TW (ALTEK CORP) | 1,256,094 | TWD 1,655,992 -3.2% | TWD 1.31837 -3.2% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 514,000 | TWD 1,536,967 0.6% | TWD 2.99021 0.6% | |
| OVH.PA (OVH Groupe SAS) | 124,975 | EUR 1,449,637 -1.6% | EUR 11.5994 -1.6% | |
| 3962.T (CHANGE Holdings,Inc.) | 194,600 | JPY 1,374,170 1.1% | JPY 7.06151 1.1% | |
| 050890.KQ (SOLiD, Inc.) | 247,247 | KRW 1,367,942 0.8% | KRW 5.53269 0.8% | |
| 2332.TW (D-LINK CORP) | 2,393,000 | TWD 1,249,748 -1.3% | TWD 0.522252 -1.3% | |
| 3844.T (Comture Corporation) | 113,700 | JPY 1,239,217 -0.2% | JPY 10.899 -0.2% | |
| TEJASNET.BO (Tejas Networks Limited) | 375,180 | INR 1,211,341 -2.4% | INR 3.22869 -2.4% | |
| 053800.KQ (AhnLab, Inc.) | 24,679 | KRW 1,114,519 0.1% | KRW 45.1606 0.1% | |
| UIS (Unisys Corporation) | 313,706 | USD 875,240 -2.1% | USD 2.79 -2.1% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 434,152 | USD 100,823,119 1.3% | USD 232.23 1.3% | |
| MDB (MongoDB) | 147,708 | USD 60,744,915 3.2% | USD 411.25 3.2% | |
| ANET (Arista Networks) | 335,645 | USD 48,238,899 5.4% | USD 143.72 5.4% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,200,000 | TWD 43,871,501 -1.8% | TWD 36.5596 -1.8% | |
| 6701.T (NEC Corporation) | 1,162,400 | JPY 42,405,815 -1.1% | JPY 36.4813 -1.1% | |
| AKAM (Akamai Technologies Inc) | 402,719 | USD 39,732,257 3.8% | USD 98.66 3.8% | |
| CFLT (Confluent Inc) | 1,299,991 | USD 39,688,725 -0.1% | USD 30.53 -0.1% | |
| IDCC (InterDigital Inc) | 117,539 | USD 38,805,501 -0.1% | USD 330.15 -0.1% | |
| CSCO (Cisco Systems Inc) | 481,463 | USD 37,077,466 3.2% | USD 77.01 3.2% | |
| DDOG (Datadog Inc) | 262,432 | USD 35,858,708 5.0% | USD 136.64 5.0% | |
| 6702.T (Fujitsu Limited) | 1,307,300 | JPY 34,313,384 -5.2% | JPY 26.2475 -5.2% | |
| 9735.T (SECOM CO., LTD.) | 850,300 | JPY 32,092,530 2.3% | JPY 37.7426 2.3% | |
| CRWD (Crowdstrike Holdings Inc) | 67,366 | USD 31,549,519 3.5% | USD 468.33 3.5% | |
| 3626.T (TIS Inc.) | 985,700 | JPY 30,134,010 0.9% | JPY 30.5712 0.9% | |
| PANW (Palo Alto Networks Inc) | 160,799 | USD 29,622,392 2.2% | USD 184.22 2.2% | |
| BAH (Booz Allen Hamilton Holding) | 311,580 | USD 29,266,709 -8.1% | USD 93.93 -8.1% | |
| FFIV (F5 Networks Inc) | 107,239 | USD 28,681,071 3.2% | USD 267.45 3.2% | |
| DLR (Digital Realty Trust Inc) | 176,991 | USD 28,596,436 1.5% | USD 161.57 1.5% | |
| OKTA (Okta Inc) | 311,424 | USD 28,429,897 0.6% | USD 91.29 0.6% | |
| EQIX (Equinix Inc) | 34,662 | USD 27,949,704 1.9% | USD 806.35 1.9% | |
| ACN (Accenture plc) | 97,864 | USD 27,471,403 -0.1% | USD 280.71 -0.1% | |
| WIPRO.BO (Wipro Ltd.) | 10,566,212 | INR 27,394,966 | INR 2.59269 | |
| MIR (Mirion Technologies Inc) | 1,020,730 | USD 26,018,408 -0.1% | USD 25.49 -0.1% | |
| FTNT (Fortinet Inc) | 309,098 | USD 25,676,771 1.8% | USD 83.07 1.8% | |
| CHKP (Check Point Software Technologies Ltd) | 136,629 | USD 25,236,743 1.9% | USD 184.71 1.9% | |
| RBRK (Rubrik, Inc.) | 360,073 | USD 24,600,187 4.0% | USD 68.32 4.0% | |
| DT (Dynatrace Holdings LLC) | 582,119 | USD 23,971,660 1.0% | USD 41.18 1.0% | |
| BCO (Brinks Company) | 190,120 | USD 23,822,036 -0.1% | USD 125.3 -0.1% | |
| DOCU (DocuSign Inc) | 407,282 | USD 23,483,880 0.3% | USD 57.66 0.3% | |
| 4768.T (Otsuka Corporation) | 1,144,600 | JPY 23,456,840 0.5% | JPY 20.4935 0.5% | |
| ZS (Zscaler Inc) | 105,769 | USD 22,692,739 2.4% | USD 214.55 2.4% | |
| QLYS (Qualys Inc) | 164,436 | USD 21,735,150 2.6% | USD 132.18 2.6% | |
| CVLT (CommVault Systems Inc) | 167,661 | USD 21,688,627 4.4% | USD 129.36 4.4% | |
| PI (Impinj Inc) | 131,197 | USD 21,319,513 1.7% | USD 162.5 1.7% | |
| OSIS (OSI Systems Inc) | 76,096 | USD 20,925,639 | USD 274.99 | |
| S (SentinelOne Inc) | 1,434,321 | USD 20,883,714 1.9% | USD 14.56 1.9% | |
| KD (Kyndryl Holdings Inc) | 778,642 | USD 19,037,797 0.9% | USD 24.45 0.9% | |
| NTNX (Nutanix Inc) | 419,700 | USD 18,202,389 1.3% | USD 43.37 1.3% | |
| VRNS (Varonis Systems) | 505,541 | USD 18,014,954 2.0% | USD 35.635 2.0% | |
| BOX (Box Inc) | 655,518 | USD 17,620,324 1.5% | USD 26.88 1.5% | |
| 4704.T (Trend Micro Incorporated) | 417,900 | JPY 16,786,101 1.2% | JPY 40.1677 1.2% | |
| UI (Ubiquiti Networks Inc) | 28,665 | USD 15,736,798 0.2% | USD 548.99 0.2% | |
| CALX (Calix Inc) | 262,861 | USD 14,638,729 2.8% | USD 55.69 2.8% | |
| ADT (ADT Inc) | 1,679,092 | USD 13,550,272 0.5% | USD 8.07 0.5% | |
| TENB (Tenable Holdings Inc) | 554,100 | USD 12,805,251 2.9% | USD 23.11 2.9% | |
| 763.HK (ZTE CORP H) | 3,428,600 | HKD 12,557,493 -2.0% | HKD 3.66257 -2.0% | |
| DXC (DXC Technology Co) | 825,742 | USD 12,179,695 -1.7% | USD 14.75 -1.7% | |
| ALRM (Alarm.com Holdings Inc) | 215,174 | USD 10,719,969 1.8% | USD 49.82 1.8% | |
| ASGN (ASGN Inc) | 196,910 | USD 9,991,213 -0.6% | USD 50.74 -0.6% | |
| BB.TO (BlackBerry Ltd) | 2,451,580 | CAD 9,354,371 0.4% | CAD 3.81565 0.4% | |
| EXTR (Extreme Networks Inc) | 605,159 | USD 9,198,417 3.1% | USD 15.2 3.1% | |
| NTCT (NetScout Systems Inc) | 320,671 | USD 8,937,101 2.2% | USD 27.87 2.2% | |
| AVPT (Avepoint Inc) | 562,278 | USD 7,197,158 1.7% | USD 12.8 1.7% | |
| DGII (Digi International Inc) | 167,478 | USD 7,178,107 1.2% | USD 42.86 1.2% | |
| 022100.KS (POSCO DX COMPANY LTD) | 232,338 | KRW 6,464,805 3.0% | KRW 27.825 3.0% | |
| NSSC (NAPCO Security Technologies Inc) | 161,995 | USD 6,291,886 0.8% | USD 38.84 0.8% | |
| ARLO (Arlo Technologies) | 464,859 | USD 6,196,570 2.6% | USD 13.33 2.6% | |
| ATEN (A10 Network) | 325,059 | USD 5,789,301 2.5% | USD 17.81 2.5% | |
| 489790.KQ (HANWHA VISION LTD) | 150,831 | KRW 5,442,329 -2.2% | KRW 36.0823 -2.2% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 398,000 | JPY 5,312,532 -1.0% | JPY 13.3481 -1.0% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,464,000 | TWD 4,933,446 -0.2% | TWD 3.36984 -0.2% | |
| 6214.TW (SYSTEX CORP) | 1,097,000 | TWD 4,219,834 3.3% | TWD 3.8467 3.3% | |
| 012750.KS (S-1 CORP) | 81,453 | KRW 4,176,787 -1.7% | KRW 51.2785 -1.7% | |
| TMV.DE (TeamViewer SE) | 596,915 | EUR 4,129,174 1.2% | EUR 6.91752 1.2% | |
| RPD (Rapid7 Inc) | 289,248 | USD 3,745,762 1.9% | USD 12.95 1.9% | |
| 5388.TW (SERCOMM CORP) | 1,368,000 | TWD 3,635,765 -0.6% | TWD 2.65772 -0.6% | |
| ADTN (ADTRAN Inc) | 367,492 | USD 3,575,697 1.9% | USD 9.73 1.9% | |
| 3076.T (Ai Holdings Corporation) | 169,000 | JPY 2,990,917 -0.1% | JPY 17.6977 -0.1% | |
| NTGR (NETGEAR Inc) | 131,773 | USD 2,846,297 1.9% | USD 21.6 1.9% | |
| 4722.T (Future Corporation) | 218,000 | JPY 2,780,898 2.8% | JPY 12.7564 2.8% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,136,600 | MYR 2,747,865 0.6% | MYR 1.28609 0.6% | |
| NCC.L (NCC Group plc) | 1,375,336 | GBP 2,643,109 2.2% | GBP 1.92179 2.2% | |
| 3762.T (TechMatrix Corporation) | 177,400 | JPY 2,627,465 0.9% | JPY 14.811 0.9% | |
| GDYN (Grid Dynamics Holdings Inc) | 296,130 | USD 2,561,525 0.7% | USD 8.65 0.7% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 2,901,000 | HKD 2,466,546 6.8% | HKD 0.85024 6.8% | |
| 4432.T (WingArc1st Inc.) | 106,200 | JPY 2,382,172 -0.2% | JPY 22.431 -0.2% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,251,282 1.2% | USD 12.03 1.2% | |
| 6588.T (Toshiba Tec Corporation) | 116,700 | JPY 2,132,855 -3.5% | JPY 18.2764 -3.5% | |
| 2326.T (Digital Arts Inc.) | 52,600 | JPY 1,969,871 3.3% | JPY 37.45 3.3% | |
| TNXT.MI (Tinexta Spa) | 100,490 | EUR 1,802,707 0.8% | EUR 17.9392 0.8% | |
| 3059.TW (ALTEK CORP) | 1,256,094 | TWD 1,711,104 -0.4% | TWD 1.36224 -0.4% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 514,000 | TWD 1,527,841 0.3% | TWD 2.97245 0.3% | |
| OVH.PA (OVH Groupe SAS) | 124,975 | EUR 1,472,579 9.7% | EUR 11.783 9.7% | |
| 3962.T (CHANGE Holdings,Inc.) | 194,600 | JPY 1,358,866 0.7% | JPY 6.98287 0.7% | |
| 050890.KQ (SOLiD, Inc.) | 247,247 | KRW 1,357,058 4.1% | KRW 5.48867 4.1% | |
| 2332.TW (D-LINK CORP) | 2,393,000 | TWD 1,266,661 0.3% | TWD 0.529319 0.3% | |
| 3844.T (Comture Corporation) | 113,700 | JPY 1,241,936 -0.6% | JPY 10.9229 -0.6% | |
| TEJASNET.BO (Tejas Networks Limited) | 375,180 | INR 1,240,595 | INR 3.30667 | |
| 053800.KQ (AhnLab, Inc.) | 24,679 | KRW 1,113,094 6.6% | KRW 45.1029 6.6% | |
| UIS (Unisys Corporation) | 313,706 | USD 894,062 -1.0% | USD 2.85 -1.0% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 434,152 | USD 99,481,589 -0.4% | USD 229.14 -0.4% | |
| MDB (MongoDB) | 147,708 | USD 58,889,703 -1.5% | USD 398.69 -1.5% | |
| ANET (Arista Networks) | 335,645 | USD 45,761,839 -1.5% | USD 136.34 -1.5% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,200,000 | TWD 44,688,842 2.3% | TWD 37.2407 2.3% | |
| 6701.T (NEC Corporation) | 1,162,400 | JPY 42,896,651 2.6% | JPY 36.9035 2.6% | |
| CFLT (Confluent Inc) | 1,299,991 | USD 39,714,725 0.1% | USD 30.55 0.1% | |
| IDCC (InterDigital Inc) | 117,539 | USD 38,848,990 0.1% | USD 330.52 0.1% | |
| AKAM (Akamai Technologies Inc) | 402,719 | USD 38,290,523 -2.0% | USD 95.08 -2.0% | |
| 6702.T (Fujitsu Limited) | 1,307,300 | JPY 36,213,983 1.2% | JPY 27.7014 1.2% | |
| CSCO (Cisco Systems Inc) | 481,463 | USD 35,912,325 0.3% | USD 74.59 0.3% | |
| DDOG (Datadog Inc) | 262,432 | USD 34,150,276 -0.9% | USD 130.13 -0.9% | |
| BAH (Booz Allen Hamilton Holding) | 311,580 | USD 31,852,823 6.8% | USD 102.23 6.8% | |
| 9735.T (SECOM CO., LTD.) | 850,300 | JPY 31,379,063 0.8% | JPY 36.9035 0.8% | |
| CRWD (Crowdstrike Holdings Inc) | 67,366 | USD 30,482,441 -0.3% | USD 452.49 -0.3% | |
| 3626.T (TIS Inc.) | 985,700 | JPY 29,879,898 0.7% | JPY 30.3134 0.7% | |
| PANW (Palo Alto Networks Inc) | 160,799 | USD 28,972,764 -1.1% | USD 180.18 -1.1% | |
| OKTA (Okta Inc) | 311,424 | USD 28,264,842 -0.8% | USD 90.76 -0.8% | |
| DLR (Digital Realty Trust Inc) | 176,991 | USD 28,169,888 0.3% | USD 159.16 0.3% | |
| FFIV (F5 Networks Inc) | 107,239 | USD 27,802,783 -1.0% | USD 259.26 -1.0% | |
| ACN (Accenture plc) | 97,864 | USD 27,506,634 -1.4% | USD 281.07 -1.4% | |
| EQIX (Equinix Inc) | 34,662 | USD 27,427,001 -0.2% | USD 791.27 -0.2% | |
| WIPRO.BO (Wipro Ltd.) | 10,566,212 | INR 27,394,966 -1.3% | INR 2.59269 -1.3% | |
| MIR (Mirion Technologies Inc) | 1,020,730 | USD 26,038,822 -4.4% | USD 25.51 -4.4% | |
| FTNT (Fortinet Inc) | 309,098 | USD 25,234,761 5.2% | USD 81.64 5.2% | |
| CHKP (Check Point Software Technologies Ltd) | 136,629 | USD 24,761,274 1.7% | USD 181.23 1.7% | |
| BCO (Brinks Company) | 190,120 | USD 23,850,554 -0.2% | USD 125.45 -0.2% | |
| DT (Dynatrace Holdings LLC) | 582,119 | USD 23,744,634 -0.7% | USD 40.79 -0.7% | |
| RBRK (Rubrik, Inc.) | 360,073 | USD 23,645,994 0.9% | USD 65.67 0.9% | |
| DOCU (DocuSign Inc) | 407,282 | USD 23,402,424 -0.1% | USD 57.46 -0.1% | |
| 4768.T (Otsuka Corporation) | 1,144,600 | JPY 23,331,409 -0.3% | JPY 20.3839 -0.3% | |
| ZS (Zscaler Inc) | 105,769 | USD 22,171,298 0.6% | USD 209.62 0.6% | |
| QLYS (Qualys Inc) | 164,436 | USD 21,177,712 -1.7% | USD 128.79 -1.7% | |
| PI (Impinj Inc) | 131,197 | USD 20,961,345 -0.7% | USD 159.77 -0.7% | |
| OSIS (OSI Systems Inc) | 76,096 | USD 20,925,639 -4.3% | USD 274.99 -4.3% | |
| CVLT (CommVault Systems Inc) | 167,661 | USD 20,764,815 0.3% | USD 123.85 0.3% | |
| S (SentinelOne Inc) | 1,434,321 | USD 20,496,447 0.7% | USD 14.29 0.7% | |
| KD (Kyndryl Holdings Inc) | 778,642 | USD 18,858,709 -2.7% | USD 24.22 -2.7% | |
| NTNX (Nutanix Inc) | 419,700 | USD 17,967,357 -0.4% | USD 42.81 -0.4% | |
| VRNS (Varonis Systems) | 505,541 | USD 17,668,658 0.5% | USD 34.95 0.5% | |
| BOX (Box Inc) | 655,518 | USD 17,358,117 -0.6% | USD 26.48 -0.6% | |
| 4704.T (Trend Micro Incorporated) | 417,900 | JPY 16,590,193 0.0% | JPY 39.699 0.0% | |
| UI (Ubiquiti Networks Inc) | 28,665 | USD 15,711,287 -2.6% | USD 548.1 -2.6% | |
| CALX (Calix Inc) | 262,861 | USD 14,244,438 -2.9% | USD 54.19 -2.9% | |
| ADT (ADT Inc) | 1,679,092 | USD 13,483,109 -2.3% | USD 8.03 -2.3% | |
| 763.HK (ZTE CORP H) | 3,428,600 | HKD 12,811,197 -0.6% | HKD 3.73657 -0.6% | |
| TENB (Tenable Holdings Inc) | 554,100 | USD 12,439,545 -1.2% | USD 22.45 -1.2% | |
| DXC (DXC Technology Co) | 825,742 | USD 12,386,130 -1.6% | USD 15 -1.6% | |
| ALRM (Alarm.com Holdings Inc) | 215,174 | USD 10,528,464 -3.1% | USD 48.93 -3.1% | |
| ASGN (ASGN Inc) | 196,910 | USD 10,050,286 -0.9% | USD 51.04 -0.9% | |
| BB.TO (BlackBerry Ltd) | 2,451,580 | CAD 9,316,914 -0.3% | CAD 3.80037 -0.3% | |
| EXTR (Extreme Networks Inc) | 605,159 | USD 8,926,095 -2.9% | USD 14.75 -2.9% | |
| NTCT (NetScout Systems Inc) | 320,671 | USD 8,747,905 -1.9% | USD 27.28 -1.9% | |
| DGII (Digi International Inc) | 167,478 | USD 7,091,019 -3.1% | USD 42.34 -3.1% | |
| AVPT (Avepoint Inc) | 562,278 | USD 7,079,080 0.6% | USD 12.59 0.6% | |
| 022100.KS (POSCO DX COMPANY LTD) | 232,338 | KRW 6,276,621 -2.4% | KRW 27.015 -2.4% | |
| NSSC (NAPCO Security Technologies Inc) | 161,995 | USD 6,241,667 -2.9% | USD 38.53 -2.9% | |
| ARLO (Arlo Technologies) | 464,859 | USD 6,038,518 -6.7% | USD 12.99 -6.7% | |
| ATEN (A10 Network) | 325,059 | USD 5,649,525 -0.5% | USD 17.38 -0.5% | |
| 489790.KQ (HANWHA VISION LTD) | 150,831 | KRW 5,566,707 -0.3% | KRW 36.9069 -0.3% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 398,000 | JPY 5,364,058 0.3% | JPY 13.4775 0.3% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,464,000 | TWD 4,941,635 -0.4% | TWD 3.37543 -0.4% | |
| 012750.KS (S-1 CORP) | 81,453 | KRW 4,250,881 -2.3% | KRW 52.1881 -2.3% | |
| 6214.TW (SYSTEX CORP) | 1,097,000 | TWD 4,085,305 1.0% | TWD 3.72407 1.0% | |
| TMV.DE (TeamViewer SE) | 596,915 | EUR 4,081,100 -0.3% | EUR 6.83699 -0.3% | |
| RPD (Rapid7 Inc) | 289,248 | USD 3,676,342 -3.0% | USD 12.71 -3.0% | |
| 5388.TW (SERCOMM CORP) | 1,368,000 | TWD 3,659,389 2.2% | TWD 2.67499 2.2% | |
| ADTN (ADTRAN Inc) | 367,492 | USD 3,509,549 -3.5% | USD 9.55 -3.5% | |
| 3076.T (Ai Holdings Corporation) | 169,000 | JPY 2,992,758 1.4% | JPY 17.7086 1.4% | |
| NTGR (NETGEAR Inc) | 131,773 | USD 2,792,270 -2.0% | USD 21.19 -2.0% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,136,600 | MYR 2,731,093 3.3% | MYR 1.27824 3.3% | |
| 4722.T (Future Corporation) | 218,000 | JPY 2,705,094 1.0% | JPY 12.4087 1.0% | |
| 3762.T (TechMatrix Corporation) | 177,400 | JPY 2,602,966 3.3% | JPY 14.6729 3.3% | |
| NCC.L (NCC Group plc) | 1,375,336 | GBP 2,585,591 3.3% | GBP 1.87997 3.3% | |
| GDYN (Grid Dynamics Holdings Inc) | 296,130 | USD 2,543,757 -2.4% | USD 8.59 -2.4% | |
| 4432.T (WingArc1st Inc.) | 106,200 | JPY 2,387,762 0.1% | JPY 22.4836 0.1% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 2,901,000 | HKD 2,310,057 -3.6% | HKD 0.796297 -3.6% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,225,083 -3.2% | USD 11.89 -3.2% | |
| 6588.T (Toshiba Tec Corporation) | 116,700 | JPY 2,209,783 0.4% | JPY 18.9356 0.4% | |
| 2326.T (Digital Arts Inc.) | 52,600 | JPY 1,906,195 3.3% | JPY 36.2394 3.3% | |
| TNXT.MI (Tinexta Spa) | 100,490 | EUR 1,787,626 0.3% | EUR 17.7891 0.3% | |
| 3059.TW (ALTEK CORP) | 1,256,094 | TWD 1,717,841 -3.9% | TWD 1.36761 -3.9% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 514,000 | TWD 1,523,192 0.4% | TWD 2.96341 0.4% | |
| 3962.T (CHANGE Holdings,Inc.) | 194,600 | JPY 1,348,902 0.5% | JPY 6.93166 0.5% | |
| OVH.PA (OVH Groupe SAS) | 124,975 | EUR 1,342,291 5.3% | EUR 10.7405 5.3% | |
| 050890.KQ (SOLiD, Inc.) | 247,247 | KRW 1,303,830 2.3% | KRW 5.27339 2.3% | |
| 2332.TW (D-LINK CORP) | 2,393,000 | TWD 1,262,807 -0.2% | TWD 0.527709 -0.2% | |
| 3844.T (Comture Corporation) | 113,700 | JPY 1,249,071 1.2% | JPY 10.9857 1.2% | |
| TEJASNET.BO (Tejas Networks Limited) | 375,180 | INR 1,240,595 -6.2% | INR 3.30667 -6.2% | |
| 053800.KQ (AhnLab, Inc.) | 24,679 | KRW 1,043,830 4.8% | KRW 42.2963 4.8% | |
| UIS (Unisys Corporation) | 313,706 | USD 903,473 -3.0% | USD 2.88 -3.0% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 434,152 -0.5% | USD 99,867,985 -1.3% | USD 230.03 -0.8% | |
| MDB (MongoDB) | 147,708 -0.5% | USD 59,768,565 5.6% | USD 404.64 6.1% | |
| ANET (Arista Networks) | 335,645 -0.5% | USD 46,456,624 8.2% | USD 138.41 8.7% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,200,000 -0.4% | TWD 43,688,168 -0.2% | TWD 36.4068 0.3% | |
| 6701.T (NEC Corporation) | 1,162,400 -0.5% | JPY 41,823,507 -2.4% | JPY 35.9803 -2.0% | |
| CFLT (Confluent Inc) | 1,299,991 -0.5% | USD 39,688,725 -0.4% | USD 30.53 0.1% | |
| AKAM (Akamai Technologies Inc) | 402,719 -0.5% | USD 39,075,825 3.1% | USD 97.03 3.5% | |
| IDCC (InterDigital Inc) | 117,539 -0.5% | USD 38,801,975 -1.3% | USD 330.12 -0.9% | |
| CSCO (Cisco Systems Inc) | 481,463 -0.5% | USD 35,787,145 0.4% | USD 74.33 0.9% | |
| 6702.T (Fujitsu Limited) | 1,307,300 -0.5% | JPY 35,772,917 -1.7% | JPY 27.364 -1.2% | |
| DDOG (Datadog Inc) | 262,432 -0.5% | USD 34,444,200 5.8% | USD 131.25 6.3% | |
| 9735.T (SECOM CO., LTD.) | 850,300 -0.5% | JPY 31,130,792 -1.1% | JPY 36.6115 -0.6% | |
| CRWD (Crowdstrike Holdings Inc) | 67,366 -0.5% | USD 30,568,670 1.3% | USD 453.77 1.8% | |
| BAH (Booz Allen Hamilton Holding) | 311,580 -0.5% | USD 29,836,901 -0.3% | USD 95.76 0.2% | |
| 3626.T (TIS Inc.) | 985,700 -0.5% | JPY 29,660,598 -1.3% | JPY 30.0909 -0.8% | |
| PANW (Palo Alto Networks Inc) | 160,799 -0.5% | USD 29,308,834 0.0% | USD 182.27 0.4% | |
| OKTA (Okta Inc) | 311,424 -0.5% | USD 28,482,839 2.4% | USD 91.46 2.8% | |
| FFIV (F5 Networks Inc) | 107,239 -0.5% | USD 28,096,618 -0.3% | USD 262 0.2% | |
| DLR (Digital Realty Trust Inc) | 176,991 -0.5% | USD 28,090,242 -0.6% | USD 158.71 -0.2% | |
| ACN (Accenture plc) | 97,864 -0.5% | USD 27,900,048 1.1% | USD 285.09 1.6% | |
| WIPRO.BO (Wipro Ltd.) | 10,566,212 -0.5% | INR 27,753,317 0.1% | INR 2.62661 0.5% | |
| EQIX (Equinix Inc) | 34,662 -0.5% | USD 27,478,647 -0.8% | USD 792.76 -0.3% | |
| MIR (Mirion Technologies Inc) | 1,020,730 -0.5% | USD 27,243,284 -0.8% | USD 26.69 -0.3% | |
| CHKP (Check Point Software Technologies Ltd) | 136,629 -0.5% | USD 24,341,823 1.7% | USD 178.16 2.2% | |
| FTNT (Fortinet Inc) | 309,098 -0.5% | USD 23,992,187 2.0% | USD 77.62 2.5% | |
| DT (Dynatrace Holdings LLC) | 582,119 -0.5% | USD 23,901,806 3.7% | USD 41.06 4.2% | |
| BCO (Brinks Company) | 190,120 -0.5% | USD 23,892,380 -0.5% | USD 125.67 0.0% | |
| RBRK (Rubrik, Inc.) | 360,073 -0.5% | USD 23,440,752 0.7% | USD 65.1 1.2% | |
| DOCU (DocuSign Inc) | 407,282 -0.5% | USD 23,418,715 2.2% | USD 57.5 2.6% | |
| 4768.T (Otsuka Corporation) | 1,144,600 -0.5% | JPY 23,394,867 -0.8% | JPY 20.4393 -0.3% | |
| ZS (Zscaler Inc) | 105,769 -0.5% | USD 22,032,740 -0.6% | USD 208.31 -0.2% | |
| OSIS (OSI Systems Inc) | 76,096 -0.5% | USD 21,874,556 -1.2% | USD 287.46 -0.8% | |
| QLYS (Qualys Inc) | 164,436 -0.5% | USD 21,536,183 -1.6% | USD 130.97 -1.2% | |
| PI (Impinj Inc) | 131,197 -0.5% | USD 21,114,845 -4.6% | USD 160.94 -4.1% | |
| CVLT (CommVault Systems Inc) | 167,661 -0.5% | USD 20,711,163 2.9% | USD 123.53 3.3% | |
| S (SentinelOne Inc) | 1,434,321 -0.5% | USD 20,353,015 2.4% | USD 14.19 2.8% | |
| KD (Kyndryl Holdings Inc) | 778,642 -0.5% | USD 19,372,613 0.7% | USD 24.88 1.2% | |
| NTNX (Nutanix Inc) | 419,700 -0.5% | USD 18,038,706 2.9% | USD 42.98 3.4% | |
| VRNS (Varonis Systems) | 505,541 -0.5% | USD 17,587,771 5.3% | USD 34.79 5.7% | |
| BOX (Box Inc) | 655,518 -0.5% | USD 17,463,000 1.9% | USD 26.64 2.4% | |
| 4704.T (Trend Micro Incorporated) | 417,900 -0.5% | JPY 16,581,993 -1.2% | JPY 39.6793 -0.8% | |
| UI (Ubiquiti Networks Inc) | 28,665 -0.5% | USD 16,122,629 2.7% | USD 562.45 3.2% | |
| CALX (Calix Inc) | 262,861 -0.5% | USD 14,667,644 -1.7% | USD 55.8 -1.2% | |
| ADT (ADT Inc) | 1,679,092 -0.5% | USD 13,802,136 1.3% | USD 8.22 1.7% | |
| 763.HK (ZTE CORP H) | 3,428,600 -0.5% | HKD 12,883,110 -0.8% | HKD 3.75754 -0.3% | |
| TENB (Tenable Holdings Inc) | 554,100 -0.5% | USD 12,594,693 1.3% | USD 22.73 1.8% | |
| DXC (DXC Technology Co) | 825,742 -0.5% | USD 12,584,308 1.3% | USD 15.24 1.7% | |
| ALRM (Alarm.com Holdings Inc) | 215,174 -0.5% | USD 10,866,287 2.0% | USD 50.5 2.5% | |
| ASGN (ASGN Inc) | 196,910 -0.5% | USD 10,144,803 0.5% | USD 51.52 0.9% | |
| BB.TO (BlackBerry Ltd) | 2,451,580 -0.5% | CAD 9,342,736 -0.1% | CAD 3.8109 0.4% | |
| EXTR (Extreme Networks Inc) | 605,159 -0.5% | USD 9,192,365 0.1% | USD 15.19 0.5% | |
| NTCT (NetScout Systems Inc) | 320,671 -0.5% | USD 8,917,861 0.1% | USD 27.81 0.5% | |
| DGII (Digi International Inc) | 167,478 -0.5% | USD 7,318,789 0.7% | USD 43.7 1.2% | |
| AVPT (Avepoint Inc) | 562,278 -0.5% | USD 7,034,098 -0.5% | USD 12.51 -0.1% | |
| ARLO (Arlo Technologies) | 464,859 -0.5% | USD 6,470,837 1.5% | USD 13.92 2.0% | |
| 022100.KS (POSCO DX COMPANY LTD) | 232,338 -0.5% | KRW 6,433,635 -5.3% | KRW 27.6908 -4.9% | |
| NSSC (NAPCO Security Technologies Inc) | 161,995 -0.5% | USD 6,426,342 3.5% | USD 39.67 4.0% | |
| ATEN (A10 Network) | 325,059 -0.5% | USD 5,675,530 1.5% | USD 17.46 1.9% | |
| 489790.KQ (HANWHA VISION LTD) | 150,831 -0.5% | KRW 5,582,533 6.1% | KRW 37.0118 6.6% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 398,000 -0.5% | JPY 5,346,194 -1.4% | JPY 13.4326 -1.0% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,464,000 -0.5% | TWD 4,959,177 -1.1% | TWD 3.38742 -0.7% | |
| 012750.KS (S-1 CORP) | 81,453 -0.5% | KRW 4,350,293 -1.6% | KRW 53.4086 -1.1% | |
| TMV.DE (TeamViewer SE) | 596,915 -0.5% | EUR 4,093,781 4.7% | EUR 6.85823 5.2% | |
| 6214.TW (SYSTEX CORP) | 1,097,000 -0.5% | TWD 4,045,920 0.2% | TWD 3.68817 0.7% | |
| RPD (Rapid7 Inc) | 289,248 -0.5% | USD 3,789,149 3.7% | USD 13.1 4.2% | |
| ADTN (ADTRAN Inc) | 367,492 -0.5% | USD 3,638,171 6.1% | USD 9.9 6.6% | |
| 5388.TW (SERCOMM CORP) | 1,368,000 -0.4% | TWD 3,581,594 1.7% | TWD 2.61812 2.1% | |
| 3076.T (Ai Holdings Corporation) | 169,000 -0.5% | JPY 2,952,859 -0.6% | JPY 17.4725 -0.1% | |
| NTGR (NETGEAR Inc) | 131,773 -0.5% | USD 2,848,932 0.1% | USD 21.62 0.5% | |
| 4722.T (Future Corporation) | 218,000 -0.5% | JPY 2,679,245 -0.4% | JPY 12.2901 0.1% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,136,600 -0.5% | MYR 2,644,307 -0.3% | MYR 1.23762 0.2% | |
| GDYN (Grid Dynamics Holdings Inc) | 296,130 -0.5% | USD 2,605,944 0.3% | USD 8.8 0.8% | |
| 3762.T (TechMatrix Corporation) | 177,400 -0.4% | JPY 2,519,568 0.0% | JPY 14.2028 0.5% | |
| NCC.L (NCC Group plc) | 1,375,336 -0.5% | GBP 2,502,558 -2.2% | GBP 1.8196 -1.8% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 2,901,000 -0.4% | HKD 2,395,906 2.7% | HKD 0.82589 3.2% | |
| 4432.T (WingArc1st Inc.) | 106,200 -0.5% | JPY 2,386,517 0.0% | JPY 22.4719 0.4% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,298,067 3.6% | USD 12.28 3.6% | |
| 6588.T (Toshiba Tec Corporation) | 116,700 -0.4% | JPY 2,200,372 1.0% | JPY 18.8549 1.5% | |
| 2326.T (Digital Arts Inc.) | 52,600 -0.4% | JPY 1,846,080 -1.4% | JPY 35.0966 -1.0% | |
| 3059.TW (ALTEK CORP) | 1,256,094 -0.5% | TWD 1,787,461 3.5% | TWD 1.42303 4.0% | |
| TNXT.MI (Tinexta Spa) | 100,490 -0.5% | EUR 1,782,798 -0.2% | EUR 17.741 0.3% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 514,000 -0.4% | TWD 1,516,575 -0.6% | TWD 2.95054 -0.2% | |
| 3962.T (CHANGE Holdings,Inc.) | 194,600 -0.5% | JPY 1,342,620 1.0% | JPY 6.89938 1.4% | |
| TEJASNET.BO (Tejas Networks Limited) | 375,180 -0.5% | INR 1,323,081 -1.4% | INR 3.52652 -1.0% | |
| 050890.KQ (SOLiD, Inc.) | 247,247 -0.5% | KRW 1,275,093 0.1% | KRW 5.15716 0.5% | |
| OVH.PA (OVH Groupe SAS) | 124,975 -0.5% | EUR 1,274,297 -2.7% | EUR 10.1964 -2.2% | |
| 2332.TW (D-LINK CORP) | 2,393,000 -0.5% | TWD 1,265,156 1.0% | TWD 0.52869 1.5% | |
| 3844.T (Comture Corporation) | 113,700 -0.4% | JPY 1,234,465 0.7% | JPY 10.8572 1.2% | |
| 053800.KQ (AhnLab, Inc.) | 24,679 -0.5% | KRW 995,690 0.0% | KRW 40.3456 0.5% | |
| UIS (Unisys Corporation) | 313,706 -0.5% | USD 931,707 -1.1% | USD 2.97 -0.7% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 436,131 | USD 101,134,418 -3.9% | USD 231.89 -3.9% | |
| MDB (MongoDB) | 148,381 | USD 56,598,449 -0.9% | USD 381.44 -0.9% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,205,000 | TWD 43,756,611 -3.2% | TWD 36.3125 -3.2% | |
| ANET (Arista Networks) | 337,175 | USD 42,919,006 -0.2% | USD 127.29 -0.2% | |
| 6701.T (NEC Corporation) | 1,167,700 | JPY 42,858,350 -1.7% | JPY 36.7032 -1.7% | |
| CFLT (Confluent Inc) | 1,305,917 | USD 39,830,469 0.2% | USD 30.5 0.2% | |
| IDCC (InterDigital Inc) | 118,075 | USD 39,317,794 2.2% | USD 332.99 2.2% | |
| AKAM (Akamai Technologies Inc) | 404,555 | USD 37,914,895 4.6% | USD 93.72 4.6% | |
| 6702.T (Fujitsu Limited) | 1,313,300 | JPY 36,373,799 -0.3% | JPY 27.6965 -0.3% | |
| CSCO (Cisco Systems Inc) | 483,658 | USD 35,640,758 0.5% | USD 73.69 0.5% | |
| DDOG (Datadog Inc) | 263,628 | USD 32,547,513 5.5% | USD 123.46 5.5% | |
| 9735.T (SECOM CO., LTD.) | 854,200 | JPY 31,465,269 -0.9% | JPY 36.8359 -0.9% | |
| CRWD (Crowdstrike Holdings Inc) | 67,673 | USD 30,174,037 0.7% | USD 445.88 0.7% | |
| 3626.T (TIS Inc.) | 990,200 | JPY 30,041,147 -1.1% | JPY 30.3385 -1.1% | |
| BAH (Booz Allen Hamilton Holding) | 313,000 | USD 29,913,410 2.3% | USD 95.57 2.3% | |
| PANW (Palo Alto Networks Inc) | 161,532 | USD 29,313,212 -1.4% | USD 181.47 -1.4% | |
| DLR (Digital Realty Trust Inc) | 177,798 | USD 28,269,882 -0.4% | USD 159 -0.4% | |
| FFIV (F5 Networks Inc) | 107,728 | USD 28,176,258 0.7% | USD 261.55 0.7% | |
| OKTA (Okta Inc) | 312,844 | USD 27,824,345 1.4% | USD 88.94 1.4% | |
| WIPRO.BO (Wipro Ltd.) | 10,614,377 | INR 27,727,423 -0.9% | INR 2.61225 -0.9% | |
| EQIX (Equinix Inc) | 34,820 | USD 27,698,614 1.4% | USD 795.48 1.4% | |
| ACN (Accenture plc) | 98,310 | USD 27,597,583 2.9% | USD 280.72 2.9% | |
| MIR (Mirion Technologies Inc) | 1,025,383 | USD 27,459,757 2.0% | USD 26.78 2.0% | |
| BCO (Brinks Company) | 190,987 | USD 24,005,156 1.8% | USD 125.69 1.8% | |
| CHKP (Check Point Software Technologies Ltd) | 137,252 | USD 23,931,259 -2.4% | USD 174.36 -2.4% | |
| 4768.T (Otsuka Corporation) | 1,149,800 | JPY 23,575,206 0.0% | JPY 20.5037 0.0% | |
| FTNT (Fortinet Inc) | 310,507 | USD 23,520,905 0.4% | USD 75.75 0.4% | |
| RBRK (Rubrik, Inc.) | 361,714 | USD 23,276,296 -0.8% | USD 64.35 -0.8% | |
| DT (Dynatrace Holdings LLC) | 584,773 | USD 23,040,056 1.8% | USD 39.4 1.8% | |
| DOCU (DocuSign Inc) | 409,139 | USD 22,924,058 0.4% | USD 56.03 0.4% | |
| ZS (Zscaler Inc) | 106,251 | USD 22,170,334 1.1% | USD 208.66 1.1% | |
| OSIS (OSI Systems Inc) | 76,443 | USD 22,144,008 0.6% | USD 289.68 0.6% | |
| PI (Impinj Inc) | 131,795 | USD 22,124,427 8.7% | USD 167.87 8.7% | |
| QLYS (Qualys Inc) | 165,186 | USD 21,887,145 0.4% | USD 132.5 0.4% | |
| CVLT (CommVault Systems Inc) | 168,425 | USD 20,133,525 2.2% | USD 119.54 2.2% | |
| S (SentinelOne Inc) | 1,440,859 | USD 19,883,854 1.7% | USD 13.8 1.7% | |
| KD (Kyndryl Holdings Inc) | 782,191 | USD 19,234,077 1.1% | USD 24.59 1.1% | |
| NTNX (Nutanix Inc) | 421,613 | USD 17,526,452 -3.8% | USD 41.57 -3.8% | |
| BOX (Box Inc) | 658,506 | USD 17,134,326 0.5% | USD 26.02 0.5% | |
| 4704.T (Trend Micro Incorporated) | 419,800 | JPY 16,787,755 -1.7% | JPY 39.9899 -1.7% | |
| VRNS (Varonis Systems) | 507,845 | USD 16,708,101 1.0% | USD 32.9 1.0% | |
| UI (Ubiquiti Networks Inc) | 28,796 | USD 15,695,260 -3.2% | USD 545.05 -3.2% | |
| CALX (Calix Inc) | 264,059 | USD 14,916,693 -1.4% | USD 56.49 -1.4% | |
| ADT (ADT Inc) | 1,686,746 | USD 13,628,908 1.3% | USD 8.08 1.3% | |
| 763.HK (ZTE CORP H) | 3,444,200 | HKD 12,986,147 3.9% | HKD 3.77044 3.9% | |
| TENB (Tenable Holdings Inc) | 556,626 | USD 12,429,459 2.2% | USD 22.33 2.2% | |
| DXC (DXC Technology Co) | 829,506 | USD 12,426,000 3.0% | USD 14.98 3.0% | |
| ALRM (Alarm.com Holdings Inc) | 216,155 | USD 10,649,957 | USD 49.27 | |
| ASGN (ASGN Inc) | 197,808 | USD 10,098,098 5.1% | USD 51.05 5.1% | |
| BB.TO (BlackBerry Ltd) | 2,462,755 | CAD 9,352,347 -0.5% | CAD 3.79751 -0.5% | |
| EXTR (Extreme Networks Inc) | 607,918 | USD 9,185,641 0.6% | USD 15.11 0.6% | |
| NTCT (NetScout Systems Inc) | 322,133 | USD 8,910,199 2.6% | USD 27.66 2.6% | |
| DGII (Digi International Inc) | 168,241 | USD 7,266,329 1.2% | USD 43.19 1.2% | |
| AVPT (Avepoint Inc) | 564,841 | USD 7,071,809 1.0% | USD 12.52 1.0% | |
| 022100.KS (POSCO DX COMPANY LTD) | 233,397 | KRW 6,796,046 3.2% | KRW 29.118 3.2% | |
| ARLO (Arlo Technologies) | 466,978 | USD 6,374,250 1.9% | USD 13.65 1.9% | |
| NSSC (NAPCO Security Technologies Inc) | 162,733 | USD 6,208,264 0.3% | USD 38.15 0.3% | |
| ATEN (A10 Network) | 326,541 | USD 5,593,647 1.1% | USD 17.13 1.1% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 399,800 | JPY 5,422,816 -1.7% | JPY 13.5638 -1.7% | |
| 489790.KQ (HANWHA VISION LTD) | 151,519 | KRW 5,261,362 -2.8% | KRW 34.7241 -2.8% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,471,000 | TWD 5,016,435 -0.2% | TWD 3.41022 -0.2% | |
| 012750.KS (S-1 CORP) | 81,824 | KRW 4,420,364 0.7% | KRW 54.0228 0.7% | |
| 6214.TW (SYSTEX CORP) | 1,102,000 | TWD 4,036,439 -1.1% | TWD 3.66283 -1.1% | |
| TMV.DE (TeamViewer SE) | 599,636 | EUR 3,908,436 2.7% | EUR 6.51801 2.7% | |
| RPD (Rapid7 Inc) | 290,567 | USD 3,652,427 0.5% | USD 12.57 0.5% | |
| 5388.TW (SERCOMM CORP) | 1,374,000 | TWD 3,522,910 -0.5% | TWD 2.56398 -0.5% | |
| ADTN (ADTRAN Inc) | 369,167 | USD 3,429,561 0.5% | USD 9.29 0.5% | |
| 3076.T (Ai Holdings Corporation) | 169,800 | JPY 2,970,682 0.0% | JPY 17.4952 0.0% | |
| NTGR (NETGEAR Inc) | 132,374 | USD 2,847,365 0.0% | USD 21.51 0.0% | |
| 4722.T (Future Corporation) | 219,000 | JPY 2,689,486 -0.5% | JPY 12.2808 -0.5% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,146,300 | MYR 2,651,717 1.2% | MYR 1.23548 1.2% | |
| GDYN (Grid Dynamics Holdings Inc) | 297,480 | USD 2,597,000 0.2% | USD 8.73 0.2% | |
| NCC.L (NCC Group plc) | 1,381,605 | GBP 2,560,107 2.1% | GBP 1.85299 2.1% | |
| 3762.T (TechMatrix Corporation) | 178,200 | JPY 2,518,441 -1.0% | JPY 14.1327 -1.0% | |
| 4432.T (WingArc1st Inc.) | 106,700 | JPY 2,387,372 -1.7% | JPY 22.3746 -1.7% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 2,914,000 | HKD 2,331,947 12.9% | HKD 0.800256 12.9% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,217,597 2.6% | USD 11.85 2.6% | |
| 6588.T (Toshiba Tec Corporation) | 117,200 | JPY 2,177,847 -0.7% | JPY 18.5823 -0.7% | |
| 2326.T (Digital Arts Inc.) | 52,800 | JPY 1,872,187 -1.9% | JPY 35.4581 -1.9% | |
| TNXT.MI (Tinexta Spa) | 100,948 | EUR 1,786,116 -0.4% | EUR 17.6934 -0.4% | |
| 3059.TW (ALTEK CORP) | 1,262,094 | TWD 1,727,586 5.6% | TWD 1.36883 5.6% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 516,000 | TWD 1,525,051 -1.0% | TWD 2.95553 -1.0% | |
| TEJASNET.BO (Tejas Networks Limited) | 376,890 | INR 1,342,095 -1.2% | INR 3.56097 -1.2% | |
| 3962.T (CHANGE Holdings,Inc.) | 195,500 | JPY 1,329,571 -0.9% | JPY 6.80087 -0.9% | |
| OVH.PA (OVH Groupe SAS) | 125,545 | EUR 1,308,993 -0.8% | EUR 10.4265 -0.8% | |
| 050890.KQ (SOLiD, Inc.) | 248,374 | KRW 1,274,275 0.7% | KRW 5.13047 0.7% | |
| 2332.TW (D-LINK CORP) | 2,404,000 | TWD 1,252,498 -0.5% | TWD 0.521006 -0.5% | |
| 3844.T (Comture Corporation) | 114,200 | JPY 1,225,621 -0.8% | JPY 10.7322 -0.8% | |
| 053800.KQ (AhnLab, Inc.) | 24,791 | KRW 995,616 -0.2% | KRW 40.1604 -0.2% | |
| UIS (Unisys Corporation) | 315,136 | USD 942,257 -1.3% | USD 2.99 -1.3% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 436,131 | USD 105,199,159 -0.9% | USD 241.21 -0.9% | |
| MDB (MongoDB) | 148,381 | USD 57,099,976 -3.7% | USD 384.82 -3.7% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,205,000 | TWD 45,193,936 1.7% | TWD 37.5053 1.7% | |
| 6701.T (NEC Corporation) | 1,167,700 | JPY 43,584,965 -1.7% | JPY 37.3255 -1.7% | |
| ANET (Arista Networks) | 337,175 | USD 42,996,556 -1.8% | USD 127.52 -1.8% | |
| CFLT (Confluent Inc) | 1,305,917 | USD 39,752,113 -0.3% | USD 30.44 -0.3% | |
| IDCC (InterDigital Inc) | 118,075 | USD 38,478,281 5.5% | USD 325.88 5.5% | |
| 6702.T (Fujitsu Limited) | 1,313,300 | JPY 36,471,547 -3.8% | JPY 27.7709 -3.8% | |
| AKAM (Akamai Technologies Inc) | 404,555 | USD 36,248,128 -4.2% | USD 89.6 -4.2% | |
| CSCO (Cisco Systems Inc) | 483,658 | USD 35,476,314 -2.4% | USD 73.35 -2.4% | |
| 9735.T (SECOM CO., LTD.) | 854,200 | JPY 31,759,030 0.0% | JPY 37.1799 0.0% | |
| DDOG (Datadog Inc) | 263,628 | USD 30,844,476 -1.7% | USD 117 -1.7% | |
| 3626.T (TIS Inc.) | 990,200 | JPY 30,376,541 -0.7% | JPY 30.6772 -0.7% | |
| CRWD (Crowdstrike Holdings Inc) | 67,673 | USD 29,960,867 -2.5% | USD 442.73 -2.5% | |
| PANW (Palo Alto Networks Inc) | 161,532 | USD 29,731,580 -1.9% | USD 184.06 -1.9% | |
| BAH (Booz Allen Hamilton Holding) | 313,000 | USD 29,252,980 -4.0% | USD 93.46 -4.0% | |
| DLR (Digital Realty Trust Inc) | 177,798 | USD 28,380,117 -2.4% | USD 159.62 -2.4% | |
| WIPRO.BO (Wipro Ltd.) | 10,614,377 | INR 27,989,218 -2.5% | INR 2.63692 -2.5% | |
| FFIV (F5 Networks Inc) | 107,728 | USD 27,976,962 -3.2% | USD 259.7 -3.2% | |
| OKTA (Okta Inc) | 312,844 | USD 27,439,547 -2.1% | USD 87.71 -2.1% | |
| EQIX (Equinix Inc) | 34,820 | USD 27,305,844 -2.2% | USD 784.2 -2.2% | |
| MIR (Mirion Technologies Inc) | 1,025,383 | USD 26,926,558 -2.5% | USD 26.26 -2.5% | |
| ACN (Accenture plc) | 98,310 | USD 26,810,120 -4.7% | USD 272.71 -4.7% | |
| CHKP (Check Point Software Technologies Ltd) | 137,252 | USD 24,528,305 -3.7% | USD 178.71 -3.7% | |
| BCO (Brinks Company) | 190,987 | USD 23,583,075 -1.8% | USD 123.48 -1.8% | |
| 4768.T (Otsuka Corporation) | 1,149,800 | JPY 23,566,040 0.6% | JPY 20.4958 0.6% | |
| RBRK (Rubrik, Inc.) | 361,714 | USD 23,468,004 -3.3% | USD 64.88 -3.3% | |
| FTNT (Fortinet Inc) | 310,507 | USD 23,430,858 0.1% | USD 75.46 0.1% | |
| DOCU (DocuSign Inc) | 409,139 | USD 22,838,139 -1.6% | USD 55.82 -1.6% | |
| DT (Dynatrace Holdings LLC) | 584,773 | USD 22,636,563 -2.9% | USD 38.71 -2.9% | |
| OSIS (OSI Systems Inc) | 76,443 | USD 22,015,584 -1.4% | USD 288 -1.4% | |
| ZS (Zscaler Inc) | 106,251 | USD 21,921,706 -3.6% | USD 206.32 -3.6% | |
| QLYS (Qualys Inc) | 165,186 | USD 21,807,856 -1.9% | USD 132.02 -1.9% | |
| PI (Impinj Inc) | 131,795 | USD 20,349,148 -4.7% | USD 154.4 -4.7% | |
| CVLT (CommVault Systems Inc) | 168,425 | USD 19,695,620 -4.3% | USD 116.94 -4.3% | |
| S (SentinelOne Inc) | 1,440,859 | USD 19,552,457 -2.4% | USD 13.57 -2.4% | |
| KD (Kyndryl Holdings Inc) | 782,191 | USD 19,030,707 -3.5% | USD 24.33 -3.5% | |
| NTNX (Nutanix Inc) | 421,613 | USD 18,217,898 -5.5% | USD 43.21 -5.5% | |
| 4704.T (Trend Micro Incorporated) | 419,800 | JPY 17,072,691 -0.7% | JPY 40.6686 -0.7% | |
| BOX (Box Inc) | 658,506 | USD 17,042,135 0.1% | USD 25.88 0.1% | |
| VRNS (Varonis Systems) | 507,845 | USD 16,545,590 -2.8% | USD 32.58 -2.8% | |
| UI (Ubiquiti Networks Inc) | 28,796 | USD 16,210,420 2.3% | USD 562.94 2.3% | |
| CALX (Calix Inc) | 264,059 | USD 15,127,940 -1.4% | USD 57.29 -1.4% | |
| ADT (ADT Inc) | 1,686,746 | USD 13,460,233 -3.3% | USD 7.98 -3.3% | |
| 763.HK (ZTE CORP H) | 3,444,200 | HKD 12,498,828 -2.8% | HKD 3.62895 -2.8% | |
| TENB (Tenable Holdings Inc) | 556,626 | USD 12,167,844 -1.2% | USD 21.86 -1.2% | |
| DXC (DXC Technology Co) | 829,506 | USD 12,061,017 -0.3% | USD 14.54 -0.3% | |
| ALRM (Alarm.com Holdings Inc) | 216,155 | USD 10,649,957 -2.9% | USD 49.27 -2.9% | |
| ASGN (ASGN Inc) | 197,808 | USD 9,609,513 -0.8% | USD 48.58 -0.8% | |
| BB.TO (BlackBerry Ltd) | 2,462,755 | CAD 9,401,255 0.2% | CAD 3.81737 0.2% | |
| EXTR (Extreme Networks Inc) | 607,918 | USD 9,130,928 -5.9% | USD 15.02 -5.9% | |
| NTCT (NetScout Systems Inc) | 322,133 | USD 8,681,484 -0.8% | USD 26.95 -0.8% | |
| DGII (Digi International Inc) | 168,241 | USD 7,180,526 -3.1% | USD 42.68 -3.1% | |
| AVPT (Avepoint Inc) | 564,841 | USD 7,004,028 -2.2% | USD 12.4 -2.2% | |
| 022100.KS (POSCO DX COMPANY LTD) | 233,397 | KRW 6,582,567 -0.3% | KRW 28.2033 -0.3% | |
| ARLO (Arlo Technologies) | 466,978 | USD 6,257,505 -4.9% | USD 13.4 -4.9% | |
| NSSC (NAPCO Security Technologies Inc) | 162,733 | USD 6,191,991 -1.4% | USD 38.05 -1.4% | |
| ATEN (A10 Network) | 326,541 | USD 5,534,870 -2.1% | USD 16.95 -2.1% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 399,800 | JPY 5,518,498 -3.0% | JPY 13.8031 -3.0% | |
| 489790.KQ (HANWHA VISION LTD) | 151,519 | KRW 5,410,844 -3.1% | KRW 35.7107 -3.1% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,471,000 | TWD 5,028,184 -1.0% | TWD 3.41821 -1.0% | |
| 012750.KS (S-1 CORP) | 81,824 | KRW 4,388,518 3.7% | KRW 53.6336 3.7% | |
| 6214.TW (SYSTEX CORP) | 1,102,000 | TWD 4,080,771 -0.9% | TWD 3.70306 -0.9% | |
| TMV.DE (TeamViewer SE) | 599,636 | EUR 3,804,599 -3.9% | EUR 6.34485 -3.9% | |
| RPD (Rapid7 Inc) | 290,567 | USD 3,634,993 -1.0% | USD 12.51 -1.0% | |
| 5388.TW (SERCOMM CORP) | 1,374,000 | TWD 3,539,859 0.9% | TWD 2.57632 0.9% | |
| ADTN (ADTRAN Inc) | 369,167 | USD 3,411,103 -0.1% | USD 9.24 -0.1% | |
| 3076.T (Ai Holdings Corporation) | 169,800 | JPY 2,969,498 -1.3% | JPY 17.4882 -1.3% | |
| NTGR (NETGEAR Inc) | 132,374 | USD 2,848,688 -4.1% | USD 21.52 -4.1% | |
| 4722.T (Future Corporation) | 219,000 | JPY 2,702,574 -0.5% | JPY 12.3405 -0.5% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,146,300 | MYR 2,620,344 -0.4% | MYR 1.22087 -0.4% | |
| GDYN (Grid Dynamics Holdings Inc) | 297,480 | USD 2,591,051 -5.0% | USD 8.71 -5.0% | |
| 3762.T (TechMatrix Corporation) | 178,200 | JPY 2,543,216 -1.0% | JPY 14.2717 -1.0% | |
| NCC.L (NCC Group plc) | 1,381,605 | GBP 2,506,423 -1.3% | GBP 1.81414 -1.3% | |
| 4432.T (WingArc1st Inc.) | 106,700 | JPY 2,428,762 -0.6% | JPY 22.7625 -0.6% | |
| 6588.T (Toshiba Tec Corporation) | 117,200 | JPY 2,192,839 -0.3% | JPY 18.7102 -0.3% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,161,455 -2.2% | USD 11.55 -2.2% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 2,914,000 | HKD 2,066,375 -0.2% | HKD 0.70912 -0.2% | |
| 2326.T (Digital Arts Inc.) | 52,800 | JPY 1,908,937 -1.5% | JPY 36.1541 -1.5% | |
| TNXT.MI (Tinexta Spa) | 100,948 | EUR 1,792,452 0.6% | EUR 17.7562 0.6% | |
| 3059.TW (ALTEK CORP) | 1,262,094 | TWD 1,635,763 1.7% | TWD 1.29607 1.7% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 516,000 | TWD 1,540,055 -0.3% | TWD 2.9846 -0.3% | |
| TEJASNET.BO (Tejas Networks Limited) | 376,890 | INR 1,358,797 -6.2% | INR 3.60529 -6.2% | |
| 3962.T (CHANGE Holdings,Inc.) | 195,500 | JPY 1,341,831 -1.1% | JPY 6.86359 -1.1% | |
| OVH.PA (OVH Groupe SAS) | 125,545 | EUR 1,319,263 -2.2% | EUR 10.5083 -2.2% | |
| 050890.KQ (SOLiD, Inc.) | 248,374 | KRW 1,264,926 2.4% | KRW 5.09283 2.4% | |
| 2332.TW (D-LINK CORP) | 2,404,000 | TWD 1,259,236 -1.5% | TWD 0.523809 -1.5% | |
| 3844.T (Comture Corporation) | 114,200 | JPY 1,235,025 -0.5% | JPY 10.8146 -0.5% | |
| 053800.KQ (AhnLab, Inc.) | 24,791 | KRW 997,643 -0.3% | KRW 40.2421 -0.3% | |
| UIS (Unisys Corporation) | 315,136 | USD 954,862 -5.6% | USD 3.03 -5.6% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 436,131 | USD 106,163,008 | USD 243.42 | |
| MDB (MongoDB) | 148,381 | USD 59,316,789 | USD 399.76 | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,205,000 | TWD 44,452,977 -5.3% | TWD 36.8904 -5.3% | |
| 6701.T (NEC Corporation) | 1,167,700 | JPY 44,321,622 1.7% | JPY 37.9563 1.7% | |
| ANET (Arista Networks) | 337,175 | USD 43,775,430 | USD 129.83 | |
| CFLT (Confluent Inc) | 1,305,917 | USD 39,869,646 | USD 30.53 | |
| 6702.T (Fujitsu Limited) | 1,313,300 | JPY 37,924,082 -0.2% | JPY 28.8769 -0.2% | |
| AKAM (Akamai Technologies Inc) | 404,555 | USD 37,821,847 | USD 93.49 | |
| IDCC (InterDigital Inc) | 118,075 | USD 36,456,837 | USD 308.76 | |
| CSCO (Cisco Systems Inc) | 483,658 | USD 36,366,245 | USD 75.19 | |
| 9735.T (SECOM CO., LTD.) | 854,200 | JPY 31,762,945 1.0% | JPY 37.1844 1.0% | |
| DDOG (Datadog Inc) | 263,628 | USD 31,377,005 | USD 119.02 | |
| CRWD (Crowdstrike Holdings Inc) | 67,673 | USD 30,715,421 | USD 453.88 | |
| 3626.T (TIS Inc.) | 990,200 | JPY 30,598,778 0.0% | JPY 30.9016 0.0% | |
| BAH (Booz Allen Hamilton Holding) | 313,000 | USD 30,486,200 | USD 97.4 | |
| PANW (Palo Alto Networks Inc) | 161,532 | USD 30,313,095 | USD 187.66 | |
| DLR (Digital Realty Trust Inc) | 177,798 | USD 29,087,753 | USD 163.6 | |
| FFIV (F5 Networks Inc) | 107,728 | USD 28,894,804 | USD 268.22 | |
| WIPRO.BO (Wipro Ltd.) | 10,614,377 | INR 28,711,642 -8.1% | INR 2.70498 -8.1% | |
| ACN (Accenture plc) | 98,310 | USD 28,137,305 | USD 286.21 | |
| OKTA (Okta Inc) | 312,844 | USD 28,015,180 | USD 89.55 | |
| EQIX (Equinix Inc) | 34,820 | USD 27,917,980 | USD 801.78 | |
| MIR (Mirion Technologies Inc) | 1,025,383 | USD 27,613,564 | USD 26.93 | |
| CHKP (Check Point Software Technologies Ltd) | 137,252 | USD 25,465,736 | USD 185.54 | |
| RBRK (Rubrik, Inc.) | 361,714 | USD 24,271,009 | USD 67.1 | |
| BCO (Brinks Company) | 190,987 | USD 24,010,886 | USD 125.72 | |
| 4768.T (Otsuka Corporation) | 1,149,800 | JPY 23,432,495 -0.1% | JPY 20.3796 -0.1% | |
| FTNT (Fortinet Inc) | 310,507 | USD 23,406,018 | USD 75.38 | |
| DT (Dynatrace Holdings LLC) | 584,773 | USD 23,320,747 | USD 39.88 | |
| DOCU (DocuSign Inc) | 409,139 | USD 23,202,273 | USD 56.71 | |
| ZS (Zscaler Inc) | 106,251 | USD 22,735,589 | USD 213.98 | |
| OSIS (OSI Systems Inc) | 76,443 | USD 22,320,592 | USD 291.99 | |
| QLYS (Qualys Inc) | 165,186 | USD 22,229,080 | USD 134.57 | |
| PI (Impinj Inc) | 131,795 | USD 21,341,564 | USD 161.93 | |
| CVLT (CommVault Systems Inc) | 168,425 | USD 20,576,482 | USD 122.17 | |
| S (SentinelOne Inc) | 1,440,859 | USD 20,027,940 | USD 13.9 | |
| KD (Kyndryl Holdings Inc) | 782,191 | USD 19,719,035 | USD 25.21 | |
| NTNX (Nutanix Inc) | 421,613 | USD 19,284,579 | USD 45.74 | |
| 4704.T (Trend Micro Incorporated) | 419,800 | JPY 17,190,418 0.1% | JPY 40.9491 0.1% | |
| VRNS (Varonis Systems) | 507,845 | USD 17,022,964 | USD 33.52 | |
| BOX (Box Inc) | 658,506 | USD 17,022,380 | USD 25.85 | |
| UI (Ubiquiti Networks Inc) | 28,796 | USD 15,849,030 | USD 550.39 | |
| CALX (Calix Inc) | 264,059 | USD 15,341,828 | USD 58.1 | |
| ADT (ADT Inc) | 1,686,746 | USD 13,915,655 | USD 8.25 | |
| 763.HK (ZTE CORP H) | 3,444,200 | HKD 12,854,624 -0.8% | HKD 3.73225 -0.8% | |
| TENB (Tenable Holdings Inc) | 556,626 | USD 12,312,567 | USD 22.12 | |
| DXC (DXC Technology Co) | 829,506 | USD 12,094,197 | USD 14.58 | |
| ALRM (Alarm.com Holdings Inc) | 216,155 | USD 10,963,382 | USD 50.72 | |
| EXTR (Extreme Networks Inc) | 607,918 | USD 9,702,371 | USD 15.96 | |
| ASGN (ASGN Inc) | 197,808 | USD 9,686,658 | USD 48.97 | |
| BB.TO (BlackBerry Ltd) | 2,462,755 | CAD 9,378,202 -1.9% | CAD 3.80801 -1.9% | |
| NTCT (NetScout Systems Inc) | 322,133 | USD 8,749,132 | USD 27.16 | |
| DGII (Digi International Inc) | 168,241 | USD 7,411,016 | USD 44.05 | |
| AVPT (Avepoint Inc) | 564,841 | USD 7,162,184 | USD 12.68 | |
| 022100.KS (POSCO DX COMPANY LTD) | 233,397 | KRW 6,604,455 -0.7% | KRW 28.2971 -0.7% | |
| ARLO (Arlo Technologies) | 466,978 | USD 6,579,720 | USD 14.09 | |
| NSSC (NAPCO Security Technologies Inc) | 162,733 | USD 6,281,494 | USD 38.6 | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 399,800 | JPY 5,691,553 2.6% | JPY 14.236 2.6% | |
| ATEN (A10 Network) | 326,541 | USD 5,652,425 | USD 17.31 | |
| 489790.KQ (HANWHA VISION LTD) | 151,519 | KRW 5,583,064 -0.4% | KRW 36.8473 -0.4% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,471,000 | TWD 5,077,232 0.9% | TWD 3.45155 0.9% | |
| 012750.KS (S-1 CORP) | 81,824 | KRW 4,230,983 -0.5% | KRW 51.7083 -0.5% | |
| 6214.TW (SYSTEX CORP) | 1,102,000 | TWD 4,117,669 0.4% | TWD 3.73654 0.4% | |
| TMV.DE (TeamViewer SE) | 599,636 | EUR 3,957,526 -0.9% | EUR 6.59988 -0.9% | |
| RPD (Rapid7 Inc) | 290,567 | USD 3,672,767 | USD 12.64 | |
| 5388.TW (SERCOMM CORP) | 1,374,000 | TWD 3,506,789 2.5% | TWD 2.55225 2.5% | |
| ADTN (ADTRAN Inc) | 369,167 | USD 3,414,795 | USD 9.25 | |
| 3076.T (Ai Holdings Corporation) | 169,800 | JPY 3,008,162 -1.5% | JPY 17.7159 -1.5% | |
| NTGR (NETGEAR Inc) | 132,374 | USD 2,969,149 | USD 22.43 | |
| GDYN (Grid Dynamics Holdings Inc) | 297,480 | USD 2,727,892 | USD 9.17 | |
| 4722.T (Future Corporation) | 219,000 | JPY 2,715,849 -1.4% | JPY 12.4011 -1.4% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,146,300 | MYR 2,630,607 -1.3% | MYR 1.22565 -1.3% | |
| 3762.T (TechMatrix Corporation) | 178,200 | JPY 2,569,553 -1.3% | JPY 14.4195 -1.3% | |
| NCC.L (NCC Group plc) | 1,381,605 | GBP 2,540,420 -1.7% | GBP 1.83875 -1.7% | |
| 4432.T (WingArc1st Inc.) | 106,700 | JPY 2,443,872 -0.8% | JPY 22.9041 -0.8% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,210,112 | USD 11.81 | |
| 6588.T (Toshiba Tec Corporation) | 117,200 | JPY 2,199,400 2.2% | JPY 18.7662 2.2% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 2,914,000 | HKD 2,070,510 6.6% | HKD 0.710539 6.6% | |
| 2326.T (Digital Arts Inc.) | 52,800 | JPY 1,937,615 0.2% | JPY 36.6973 0.2% | |
| TNXT.MI (Tinexta Spa) | 100,948 | EUR 1,781,353 0.5% | EUR 17.6462 0.5% | |
| 3059.TW (ALTEK CORP) | 1,262,094 | TWD 1,608,590 0.2% | TWD 1.27454 0.2% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 516,000 | TWD 1,544,079 -1.1% | TWD 2.9924 -1.1% | |
| TEJASNET.BO (Tejas Networks Limited) | 376,890 | INR 1,447,871 -4.3% | INR 3.84163 -4.3% | |
| 3962.T (CHANGE Holdings,Inc.) | 195,500 | JPY 1,356,935 3.8% | JPY 6.94084 3.8% | |
| OVH.PA (OVH Groupe SAS) | 125,545 | EUR 1,348,820 12.3% | EUR 10.7437 12.3% | |
| 2332.TW (D-LINK CORP) | 2,404,000 | TWD 1,278,885 4.0% | TWD 0.531982 4.0% | |
| 3844.T (Comture Corporation) | 114,200 | JPY 1,241,351 -0.7% | JPY 10.87 -0.7% | |
| 050890.KQ (SOLiD, Inc.) | 248,374 | KRW 1,235,423 0.7% | KRW 4.97404 0.7% | |
| UIS (Unisys Corporation) | 315,136 | USD 1,011,587 | USD 3.21 | |
| 053800.KQ (AhnLab, Inc.) | 24,791 | KRW 1,000,960 | KRW 40.3759 | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 436,131 | USD 106,163,008 -0.2% | USD 243.42 -0.2% | |
| MDB (MongoDB) | 148,381 | USD 59,316,789 2.7% | USD 399.76 2.7% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,205,000 | TWD 46,951,026 -0.8% | TWD 38.9635 -0.8% | |
| ANET (Arista Networks) | 337,175 | USD 43,775,430 -0.6% | USD 129.83 -0.6% | |
| 6701.T (NEC Corporation) | 1,167,700 | JPY 43,580,047 -0.1% | JPY 37.3213 -0.1% | |
| CFLT (Confluent Inc) | 1,305,917 | USD 39,869,646 | USD 30.53 | |
| 6702.T (Fujitsu Limited) | 1,313,300 | JPY 37,988,154 -1.1% | JPY 28.9257 -1.1% | |
| AKAM (Akamai Technologies Inc) | 404,555 | USD 37,821,847 2.1% | USD 93.49 2.1% | |
| IDCC (InterDigital Inc) | 118,075 | USD 36,456,837 -0.5% | USD 308.76 -0.5% | |
| CSCO (Cisco Systems Inc) | 483,658 | USD 36,366,245 -0.1% | USD 75.19 -0.1% | |
| 9735.T (SECOM CO., LTD.) | 854,200 | JPY 31,463,700 0.8% | JPY 36.8341 0.8% | |
| DDOG (Datadog Inc) | 263,628 | USD 31,377,005 -1.5% | USD 119.02 -1.5% | |
| WIPRO.BO (Wipro Ltd.) | 10,614,377 | INR 31,238,681 2.1% | INR 2.94305 2.1% | |
| CRWD (Crowdstrike Holdings Inc) | 67,673 | USD 30,715,421 -0.2% | USD 453.88 -0.2% | |
| 3626.T (TIS Inc.) | 990,200 | JPY 30,603,106 -2.0% | JPY 30.906 -2.0% | |
| BAH (Booz Allen Hamilton Holding) | 313,000 | USD 30,486,200 0.3% | USD 97.4 0.3% | |
| PANW (Palo Alto Networks Inc) | 161,532 | USD 30,313,095 0.0% | USD 187.66 0.0% | |
| DLR (Digital Realty Trust Inc) | 177,798 | USD 29,087,753 1.9% | USD 163.6 1.9% | |
| FFIV (F5 Networks Inc) | 107,728 | USD 28,894,804 -2.1% | USD 268.22 -2.1% | |
| ACN (Accenture plc) | 98,310 | USD 28,137,305 -0.5% | USD 286.21 -0.5% | |
| OKTA (Okta Inc) | 312,844 | USD 28,015,180 -2.6% | USD 89.55 -2.6% | |
| EQIX (Equinix Inc) | 34,820 | USD 27,917,980 0.0% | USD 801.78 0.0% | |
| MIR (Mirion Technologies Inc) | 1,025,383 | USD 27,613,564 -0.3% | USD 26.93 -0.3% | |
| CHKP (Check Point Software Technologies Ltd) | 137,252 | USD 25,465,736 -1.6% | USD 185.54 -1.6% | |
| RBRK (Rubrik, Inc.) | 361,714 | USD 24,271,009 -2.8% | USD 67.1 -2.8% | |
| BCO (Brinks Company) | 190,987 | USD 24,010,886 0.7% | USD 125.72 0.7% | |
| 4768.T (Otsuka Corporation) | 1,149,800 | JPY 23,460,110 1.5% | JPY 20.4036 1.5% | |
| FTNT (Fortinet Inc) | 310,507 | USD 23,406,018 -1.2% | USD 75.38 -1.2% | |
| DT (Dynatrace Holdings LLC) | 584,773 | USD 23,320,747 1.3% | USD 39.88 1.3% | |
| DOCU (DocuSign Inc) | 409,139 | USD 23,202,273 -5.0% | USD 56.71 -5.0% | |
| ZS (Zscaler Inc) | 106,251 | USD 22,735,589 1.6% | USD 213.98 1.6% | |
| OSIS (OSI Systems Inc) | 76,443 | USD 22,320,592 0.4% | USD 291.99 0.4% | |
| QLYS (Qualys Inc) | 165,186 | USD 22,229,080 0.6% | USD 134.57 0.6% | |
| PI (Impinj Inc) | 131,795 | USD 21,341,564 -5.7% | USD 161.93 -5.7% | |
| CVLT (CommVault Systems Inc) | 168,425 | USD 20,576,482 -2.4% | USD 122.17 -2.4% | |
| S (SentinelOne Inc) | 1,440,859 | USD 20,027,940 -1.3% | USD 13.9 -1.3% | |
| KD (Kyndryl Holdings Inc) | 782,191 | USD 19,719,035 -6.8% | USD 25.21 -6.8% | |
| NTNX (Nutanix Inc) | 421,613 | USD 19,284,579 -6.0% | USD 45.74 -6.0% | |
| 4704.T (Trend Micro Incorporated) | 419,800 | JPY 17,176,051 -2.4% | JPY 40.9148 -2.4% | |
| VRNS (Varonis Systems) | 507,845 | USD 17,022,964 -1.3% | USD 33.52 -1.3% | |
| BOX (Box Inc) | 658,506 | USD 17,022,380 -2.7% | USD 25.85 -2.7% | |
| UI (Ubiquiti Networks Inc) | 28,796 | USD 15,849,030 -0.6% | USD 550.39 -0.6% | |
| CALX (Calix Inc) | 264,059 | USD 15,341,828 -1.6% | USD 58.1 -1.6% | |
| ADT (ADT Inc) | 1,686,746 | USD 13,915,655 -0.4% | USD 8.25 -0.4% | |
| 763.HK (ZTE CORP H) | 3,444,200 | HKD 12,956,487 0.5% | HKD 3.76183 0.5% | |
| TENB (Tenable Holdings Inc) | 556,626 | USD 12,312,567 -2.3% | USD 22.12 -2.3% | |
| DXC (DXC Technology Co) | 829,506 | USD 12,094,197 -1.8% | USD 14.58 -1.8% | |
| ALRM (Alarm.com Holdings Inc) | 216,155 | USD 10,963,382 -0.1% | USD 50.72 -0.1% | |
| EXTR (Extreme Networks Inc) | 607,918 | USD 9,702,371 -0.8% | USD 15.96 -0.8% | |
| ASGN (ASGN Inc) | 197,808 | USD 9,686,658 -2.1% | USD 48.97 -2.1% | |
| BB.TO (BlackBerry Ltd) | 2,462,755 | CAD 9,558,254 -0.7% | CAD 3.88112 -0.7% | |
| NTCT (NetScout Systems Inc) | 322,133 | USD 8,749,132 -2.8% | USD 27.16 -2.8% | |
| DGII (Digi International Inc) | 168,241 | USD 7,411,016 2.0% | USD 44.05 2.0% | |
| AVPT (Avepoint Inc) | 564,841 | USD 7,162,184 -2.8% | USD 12.68 -2.8% | |
| 022100.KS (POSCO DX COMPANY LTD) | 233,397 | KRW 6,651,969 8.4% | KRW 28.5007 8.4% | |
| ARLO (Arlo Technologies) | 466,978 | USD 6,579,720 0.7% | USD 14.09 0.7% | |
| NSSC (NAPCO Security Technologies Inc) | 162,733 | USD 6,281,494 -2.3% | USD 38.6 -2.3% | |
| ATEN (A10 Network) | 326,541 | USD 5,652,425 -1.5% | USD 17.31 -1.5% | |
| 489790.KQ (HANWHA VISION LTD) | 151,519 | KRW 5,603,627 -0.3% | KRW 36.983 -0.3% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 399,800 | JPY 5,549,546 0.2% | JPY 13.8808 0.2% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,471,000 | TWD 5,032,565 -1.4% | TWD 3.42119 -1.4% | |
| 012750.KS (S-1 CORP) | 81,824 | KRW 4,253,193 -2.4% | KRW 51.9798 -2.4% | |
| 6214.TW (SYSTEX CORP) | 1,102,000 | TWD 4,101,780 -0.8% | TWD 3.72212 -0.8% | |
| TMV.DE (TeamViewer SE) | 599,636 | EUR 3,994,372 -1.7% | EUR 6.66133 -1.7% | |
| RPD (Rapid7 Inc) | 290,567 | USD 3,672,767 -5.0% | USD 12.64 -5.0% | |
| 5388.TW (SERCOMM CORP) | 1,374,000 | TWD 3,421,072 0.1% | TWD 2.48986 0.1% | |
| ADTN (ADTRAN Inc) | 369,167 | USD 3,414,795 1.8% | USD 9.25 1.8% | |
| 3076.T (Ai Holdings Corporation) | 169,800 | JPY 3,054,166 0.8% | JPY 17.9868 0.8% | |
| NTGR (NETGEAR Inc) | 132,374 | USD 2,969,149 -1.1% | USD 22.43 -1.1% | |
| 4722.T (Future Corporation) | 219,000 | JPY 2,753,087 0.3% | JPY 12.5712 0.3% | |
| GDYN (Grid Dynamics Holdings Inc) | 297,480 | USD 2,727,892 -2.1% | USD 9.17 -2.1% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,146,300 | MYR 2,666,014 0.3% | MYR 1.24214 0.3% | |
| 3762.T (TechMatrix Corporation) | 178,200 | JPY 2,604,340 0.5% | JPY 14.6147 0.5% | |
| NCC.L (NCC Group plc) | 1,381,605 | GBP 2,584,422 0.0% | GBP 1.87059 0.0% | |
| 4432.T (WingArc1st Inc.) | 106,700 | JPY 2,463,969 4.9% | JPY 23.0925 4.9% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,210,112 -5.3% | USD 11.81 -5.3% | |
| 6588.T (Toshiba Tec Corporation) | 117,200 | JPY 2,151,064 0.8% | JPY 18.3538 0.8% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 2,914,000 | HKD 1,942,816 -2.5% | HKD 0.666718 -2.5% | |
| 2326.T (Digital Arts Inc.) | 52,800 | JPY 1,934,152 -3.5% | JPY 36.6317 -3.5% | |
| TNXT.MI (Tinexta Spa) | 100,948 | EUR 1,772,125 -0.3% | EUR 17.5548 -0.3% | |
| 3059.TW (ALTEK CORP) | 1,262,094 | TWD 1,605,204 -0.1% | TWD 1.27186 -0.1% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 516,000 | TWD 1,561,011 0.0% | TWD 3.02522 0.0% | |
| TEJASNET.BO (Tejas Networks Limited) | 376,890 | INR 1,513,159 -2.2% | INR 4.01486 -2.2% | |
| 3962.T (CHANGE Holdings,Inc.) | 195,500 | JPY 1,307,374 -0.2% | JPY 6.68734 -0.2% | |
| 3844.T (Comture Corporation) | 114,200 | JPY 1,250,666 0.8% | JPY 10.9515 0.8% | |
| 2332.TW (D-LINK CORP) | 2,404,000 | TWD 1,229,872 -3.0% | TWD 0.511594 -3.0% | |
| 050890.KQ (SOLiD, Inc.) | 248,374 | KRW 1,226,996 0.2% | KRW 4.94011 0.2% | |
| OVH.PA (OVH Groupe SAS) | 125,545 | EUR 1,200,948 1.2% | EUR 9.56588 1.2% | |
| UIS (Unisys Corporation) | 315,136 | USD 1,011,587 -4.2% | USD 3.21 -4.2% | |
| 053800.KQ (AhnLab, Inc.) | 24,791 | KRW 1,000,960 -1.1% | KRW 40.3759 -1.1% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 436,131 | USD 106,324,376 2.3% | USD 243.79 2.3% | |
| MDB (MongoDB) | 148,381 | USD 57,749,885 0.6% | USD 389.2 0.6% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,205,000 | TWD 47,333,492 2.1% | TWD 39.2809 2.1% | |
| ANET (Arista Networks) | 337,175 | USD 44,031,683 4.4% | USD 130.59 4.4% | |
| 6701.T (NEC Corporation) | 1,167,700 | JPY 43,616,130 -0.5% | JPY 37.3522 -0.5% | |
| CFLT (Confluent Inc) | 1,305,917 | USD 39,869,646 -0.1% | USD 30.53 -0.1% | |
| 6702.T (Fujitsu Limited) | 1,313,300 | JPY 38,402,086 -0.2% | JPY 29.2409 -0.2% | |
| AKAM (Akamai Technologies Inc) | 404,555 | USD 37,028,919 1.0% | USD 91.53 1.0% | |
| IDCC (InterDigital Inc) | 118,075 | USD 36,654,022 -0.7% | USD 310.43 -0.7% | |
| CSCO (Cisco Systems Inc) | 483,658 | USD 36,395,265 1.1% | USD 75.25 1.1% | |
| DDOG (Datadog Inc) | 263,628 | USD 31,862,080 -1.3% | USD 120.86 -1.3% | |
| 3626.T (TIS Inc.) | 990,200 | JPY 31,227,727 -3.7% | JPY 31.5368 -3.7% | |
| 9735.T (SECOM CO., LTD.) | 854,200 | JPY 31,211,206 0.5% | JPY 36.5385 0.5% | |
| CRWD (Crowdstrike Holdings Inc) | 67,673 | USD 30,791,215 -1.2% | USD 455 -1.2% | |
| WIPRO.BO (Wipro Ltd.) | 10,614,377 | INR 30,587,086 | INR 2.88167 | |
| BAH (Booz Allen Hamilton Holding) | 313,000 | USD 30,395,430 0.8% | USD 97.11 0.8% | |
| PANW (Palo Alto Networks Inc) | 161,532 | USD 30,324,402 -1.7% | USD 187.73 -1.7% | |
| FFIV (F5 Networks Inc) | 107,728 | USD 29,516,395 2.4% | USD 273.99 2.4% | |
| OKTA (Okta Inc) | 312,844 | USD 28,762,877 -1.5% | USD 91.94 -1.5% | |
| DLR (Digital Realty Trust Inc) | 177,798 | USD 28,549,025 0.8% | USD 160.57 0.8% | |
| ACN (Accenture plc) | 98,310 | USD 28,290,669 -0.3% | USD 287.77 -0.3% | |
| EQIX (Equinix Inc) | 34,820 | USD 27,919,372 0.4% | USD 801.82 0.4% | |
| MIR (Mirion Technologies Inc) | 1,025,383 | USD 27,685,341 2.9% | USD 27 2.9% | |
| CHKP (Check Point Software Technologies Ltd) | 137,252 | USD 25,877,492 0.2% | USD 188.54 0.2% | |
| RBRK (Rubrik, Inc.) | 361,714 | USD 24,976,352 1.3% | USD 69.05 1.3% | |
| DOCU (DocuSign Inc) | 409,139 | USD 24,421,507 -3.5% | USD 59.69 -3.5% | |
| BCO (Brinks Company) | 190,987 | USD 23,835,178 2.3% | USD 124.8 2.3% | |
| FTNT (Fortinet Inc) | 310,507 | USD 23,697,894 -0.1% | USD 76.32 -0.1% | |
| 4768.T (Otsuka Corporation) | 1,149,800 | JPY 23,105,508 -0.3% | JPY 20.0952 -0.3% | |
| DT (Dynatrace Holdings LLC) | 584,773 | USD 23,028,361 -1.5% | USD 39.38 -1.5% | |
| PI (Impinj Inc) | 131,795 | USD 22,630,519 -5.3% | USD 171.71 -5.3% | |
| ZS (Zscaler Inc) | 106,251 | USD 22,374,336 -1.7% | USD 210.58 -1.7% | |
| OSIS (OSI Systems Inc) | 76,443 | USD 22,229,624 1.4% | USD 290.8 1.4% | |
| QLYS (Qualys Inc) | 165,186 | USD 22,100,235 -0.2% | USD 133.79 -0.2% | |
| KD (Kyndryl Holdings Inc) | 782,191 | USD 21,158,267 -1.6% | USD 27.05 -1.6% | |
| CVLT (CommVault Systems Inc) | 168,425 | USD 21,085,126 0.7% | USD 125.19 0.7% | |
| NTNX (Nutanix Inc) | 421,613 | USD 20,519,905 -5.4% | USD 48.67 -5.4% | |
| S (SentinelOne Inc) | 1,440,859 | USD 20,287,295 -1.0% | USD 14.08 -1.0% | |
| 4704.T (Trend Micro Incorporated) | 419,800 | JPY 17,600,117 0.5% | JPY 41.925 0.5% | |
| BOX (Box Inc) | 658,506 | USD 17,496,504 -2.6% | USD 26.57 -2.6% | |
| VRNS (Varonis Systems) | 507,845 | USD 17,246,416 -2.5% | USD 33.96 -2.5% | |
| UI (Ubiquiti Networks Inc) | 28,796 | USD 15,939,162 -0.8% | USD 553.52 -0.8% | |
| CALX (Calix Inc) | 264,059 | USD 15,590,043 7.4% | USD 59.04 7.4% | |
| ADT (ADT Inc) | 1,686,746 | USD 13,966,257 0.4% | USD 8.28 0.4% | |
| 763.HK (ZTE CORP H) | 3,444,200 | HKD 12,889,137 -0.6% | HKD 3.74227 -0.6% | |
| TENB (Tenable Holdings Inc) | 556,626 | USD 12,596,446 0.4% | USD 22.63 0.4% | |
| DXC (DXC Technology Co) | 829,506 | USD 12,309,869 -3.3% | USD 14.84 -3.3% | |
| ALRM (Alarm.com Holdings Inc) | 216,155 | USD 10,972,028 -0.8% | USD 50.76 -0.8% | |
| ASGN (ASGN Inc) | 197,808 | USD 9,894,356 1.3% | USD 50.02 1.3% | |
| EXTR (Extreme Networks Inc) | 607,918 | USD 9,781,401 0.2% | USD 16.09 0.2% | |
| BB.TO (BlackBerry Ltd) | 2,462,755 | CAD 9,625,884 1.2% | CAD 3.90858 1.2% | |
| NTCT (NetScout Systems Inc) | 322,133 | USD 9,003,617 1.7% | USD 27.95 1.7% | |
| AVPT (Avepoint Inc) | 564,841 | USD 7,371,175 0.3% | USD 13.05 0.3% | |
| DGII (Digi International Inc) | 168,241 | USD 7,268,011 1.1% | USD 43.2 1.1% | |
| ARLO (Arlo Technologies) | 466,978 | USD 6,533,022 0.4% | USD 13.99 0.4% | |
| NSSC (NAPCO Security Technologies Inc) | 162,733 | USD 6,431,208 0.1% | USD 39.52 0.1% | |
| 022100.KS (POSCO DX COMPANY LTD) | 233,397 | KRW 6,137,221 30.6% | KRW 26.2952 30.6% | |
| ATEN (A10 Network) | 326,541 | USD 5,740,591 1.0% | USD 17.58 1.0% | |
| 489790.KQ (HANWHA VISION LTD) | 151,519 | KRW 5,618,114 5.0% | KRW 37.0786 5.0% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 399,800 | JPY 5,540,134 -0.9% | JPY 13.8573 -0.9% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,471,000 | TWD 5,102,542 0.1% | TWD 3.46876 0.1% | |
| 012750.KS (S-1 CORP) | 81,824 | KRW 4,358,825 0.8% | KRW 53.2707 0.8% | |
| 6214.TW (SYSTEX CORP) | 1,102,000 | TWD 4,136,755 0.1% | TWD 3.75386 0.1% | |
| TMV.DE (TeamViewer SE) | 599,636 | EUR 4,062,874 -3.5% | EUR 6.77557 -3.5% | |
| RPD (Rapid7 Inc) | 290,567 | USD 3,864,541 -1.7% | USD 13.3 -1.7% | |
| 5388.TW (SERCOMM CORP) | 1,374,000 | TWD 3,416,774 -0.4% | TWD 2.48674 -0.4% | |
| ADTN (ADTRAN Inc) | 369,167 | USD 3,355,728 3.8% | USD 9.09 3.8% | |
| 3076.T (Ai Holdings Corporation) | 169,800 | JPY 3,028,758 -0.4% | JPY 17.8372 -0.4% | |
| NTGR (NETGEAR Inc) | 132,374 | USD 3,002,242 1.3% | USD 22.68 1.3% | |
| GDYN (Grid Dynamics Holdings Inc) | 297,480 | USD 2,787,388 -0.3% | USD 9.37 -0.3% | |
| 4722.T (Future Corporation) | 219,000 | JPY 2,744,666 -2.0% | JPY 12.5327 -2.0% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,146,300 | MYR 2,657,399 0.4% | MYR 1.23813 0.4% | |
| 3762.T (TechMatrix Corporation) | 178,200 | JPY 2,591,877 0.3% | JPY 14.5448 0.3% | |
| NCC.L (NCC Group plc) | 1,381,605 | GBP 2,585,388 2.1% | GBP 1.87129 2.1% | |
| 4432.T (WingArc1st Inc.) | 106,700 | JPY 2,348,753 -1.1% | JPY 22.0127 -1.1% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,333,623 -2.0% | USD 12.47 -2.0% | |
| 6588.T (Toshiba Tec Corporation) | 117,200 | JPY 2,134,874 0.6% | JPY 18.2156 0.6% | |
| 2326.T (Digital Arts Inc.) | 52,800 | JPY 2,004,831 0.7% | JPY 37.9703 0.7% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 2,914,000 | HKD 1,991,897 -1.8% | HKD 0.683561 -1.8% | |
| TNXT.MI (Tinexta Spa) | 100,948 | EUR 1,777,880 -0.3% | EUR 17.6118 -0.3% | |
| 3059.TW (ALTEK CORP) | 1,262,094 | TWD 1,607,228 -0.7% | TWD 1.27346 -0.7% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 516,000 | TWD 1,561,036 0.7% | TWD 3.02526 0.7% | |
| TEJASNET.BO (Tejas Networks Limited) | 376,890 | INR 1,547,714 | INR 4.10654 | |
| 3962.T (CHANGE Holdings,Inc.) | 195,500 | JPY 1,309,540 2.2% | JPY 6.69841 2.2% | |
| 2332.TW (D-LINK CORP) | 2,404,000 | TWD 1,267,969 -2.3% | TWD 0.527441 -2.3% | |
| 3844.T (Comture Corporation) | 114,200 | JPY 1,240,357 0.1% | JPY 10.8613 0.1% | |
| 050890.KQ (SOLiD, Inc.) | 248,374 | KRW 1,225,099 0.7% | KRW 4.93248 0.7% | |
| OVH.PA (OVH Groupe SAS) | 125,545 | EUR 1,187,107 0.6% | EUR 9.45563 0.6% | |
| UIS (Unisys Corporation) | 315,136 | USD 1,055,706 2.4% | USD 3.35 2.4% | |
| 053800.KQ (AhnLab, Inc.) | 24,791 | KRW 1,011,981 -0.1% | KRW 40.8205 -0.1% | |
Note: All information is provided as is without warranty and should be used for indicative purposes only.
You should independently check data before making any investment decision.
This information is derived from third party sources and we cannot guarantee that their data is current, accurate, complete, free from defects etc and we therefore accept no responsibility for how it may be used. We accept no liability.