| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 814,950 | USD 154,873,098 | USD | New holding detected |
| AAPL (Apple Inc) | 444,834 | USD 122,160,313 | USD | New holding detected |
| MSFT (Microsoft Corporation) | 206,194 | USD 85,281,838 | USD | New holding detected |
| AVGO (Broadcom Inc) | 148,742 | USD 51,158,323 | USD | New holding detected |
| ASML.AS (ASML Holding NV) | 21,379 | EUR 30,683,526 | EUR | New holding detected |
| SAP.DE (SAP SE) | 70,574 | EUR 14,705,748 | EUR | New holding detected |
| LRCX (Lam Research Corp) | 56,240 | USD 12,894,707 | USD | New holding detected |
| NXPI (NXP Semiconductors NV) | 43,190 | USD 9,886,623 | USD | New holding detected |
| PANW (Palo Alto Networks Inc) | 57,988 | USD 9,626,008 | USD | New holding detected |
| ADBE (Adobe Systems Incorporated) | 34,775 | USD 9,281,448 | USD | New holding detected |
| NOW (ServiceNow Inc) | 89,002 | USD 9,244,638 | USD | New holding detected |
| MU (Micron Technology Inc) | 24,040 | USD 9,219,340 | USD | New holding detected |
| ADSK (Autodesk Inc) | 36,724 | USD 8,906,672 | USD | New holding detected |
| INTU (Intuit Inc) | 19,273 | USD 8,431,938 | USD | New holding detected |
| 6702.T (Fujitsu Limited) | 295,600 | JPY 7,616,641 | JPY | New holding detected |
| SNPS (Synopsys Inc) | 17,342 | USD 7,611,404 | USD | New holding detected |
| ADI (Analog Devices Inc) | 23,269 | USD 7,515,189 | USD | New holding detected |
| INTC (Intel Corporation) | 148,933 | USD 7,482,394 | USD | New holding detected |
| CDNS (Cadence Design Systems Inc) | 24,719 | USD 7,193,229 | USD | New holding detected |
| 8035.T (Tokyo Electron Limited) | 25,400 | JPY 6,616,451 | JPY | New holding detected |
| ORCL (Oracle Corporation) | 41,404 | USD 6,483,452 | USD | New holding detected |
| IFX.DE (Infineon Technologies AG) | 112,624 | EUR 5,633,519 | EUR | New holding detected |
| HPE (Hewlett Packard Enterprise Co) | 227,411 | USD 5,437,397 | USD | New holding detected |
| 6701.T (NEC Corporation) | 181,600 | JPY 5,252,488 | JPY | New holding detected |
| CRM (Salesforce.com Inc) | 24,469 | USD 4,747,720 | USD | New holding detected |
| PLTR (Palantir Technologies Inc) | 32,860 | USD 4,696,023 | USD | New holding detected |
| NOKIA.HE (Nokia Oyj) | 541,872 | EUR 3,851,083 | EUR | New holding detected |
| SHOP.TO (Shopify Inc) | 31,304 | CAD 3,705,047 | CAD | New holding detected |
| NTAP (NetApp Inc) | 34,232 | USD 3,549,174 | USD | New holding detected |
| ACN (Accenture plc) | 13,186 | USD 3,121,917 | USD | New holding detected |
| DSY.PA (Dassault Systemes SE) | 114,772 | EUR 3,061,209 | EUR | New holding detected |
| CSCO (Cisco Systems Inc) | 33,668 | USD 2,921,709 | USD | New holding detected |
| FTNT (Fortinet Inc) | 33,499 | USD 2,878,569 | USD | New holding detected |
| TXN (Texas Instruments Incorporated) | 13,036 | USD 2,851,886 | USD | New holding detected |
| FFIV (F5 Networks Inc) | 9,799 | USD 2,731,373 | USD | New holding detected |
| MRVL (Marvell Technology Group Ltd) | 32,061 | USD 2,640,223 | USD | New holding detected |
| ANET (Arista Networks) | 17,565 | USD 2,489,663 | USD | New holding detected |
| IT (Gartner Inc) | 12,930 | USD 2,065,568 | USD | New holding detected |
| HUBS (HubSpot Inc) | 8,592 | USD 1,985,439 | USD | New holding detected |
| STMPA.PA (STMicroelectronics NV) | 58,946 | EUR 1,918,395 | EUR | New holding detected |
| SGE.L (Sage Group PLC) | 164,803 | GBP 1,895,068 | GBP | New holding detected |
| DT (Dynatrace Holdings LLC) | 52,023 | USD 1,882,192 | USD | New holding detected |
| NTNX (Nutanix Inc) | 43,423 | USD 1,805,963 | USD | New holding detected |
| 4307.T (Nomura Research Institute, Ltd.) | 64,000 | JPY 1,734,480 | JPY | New holding detected |
| KLAC (KLA-Tencor Corporation) | 1,140 | USD 1,641,782 | USD | New holding detected |
| DOCU (DocuSign Inc) | 33,144 | USD 1,577,323 | USD | New holding detected |
| CLS.TO (Celestica Inc.) | 4,779 | CAD 1,523,787 | CAD | New holding detected |
| 6857.T (Advantest Corporation) | 8,100 | JPY 1,421,632 | JPY | New holding detected |
| QCOM (Qualcomm Incorporated) | 9,104 | USD 1,264,819 | USD | New holding detected |
| 6841.T (Yokogawa Electric Corporation) | 38,500 | JPY 1,227,425 | JPY | New holding detected |
| OTEX.TO (Open Text Corp) | 43,394 | CAD 1,098,878 | CAD | New holding detected |
| APP (Applovin Corp) | 2,034 | USD 936,413 | USD | New holding detected |
| MDB (MongoDB) | 2,598 | USD 929,486 | USD | New holding detected |
| CRWD (Crowdstrike Holdings Inc) | 2,195 | USD 895,648 | USD | New holding detected |
| CIEN (Ciena Corp) | 2,346 | USD 679,589 | USD | New holding detected |
| 6861.T (Keyence Corporation) | 1,900 | JPY 674,374 | JPY | New holding detected |
| MNDY (Monday.Com Ltd) | 7,277 | USD 564,914 | USD | New holding detected |
| TEL (TE Connectivity Ltd) | 2,490 | USD 563,885 | USD | New holding detected |
| 6146.T (Disco Corporation) | 1,100 | JPY 509,772 | JPY | New holding detected |
| SNOW (Snowflake Inc.) | 2,860 | USD 503,217 | USD | New holding detected |
| MPWR (Monolithic Power Systems Inc) | 382 | USD 460,761 | USD | New holding detected |
| TER (Teradyne Inc) | 1,292 | USD 400,533 | USD | New holding detected |
| 6981.T (Murata Manufacturing Co., Ltd.) | 16,200 | JPY 339,778 | JPY | New holding detected |
| ASM.AS (ASM International NV) | 395 | EUR 329,287 | EUR | New holding detected |
| CSU.TO (Constellation Software Inc.) | 179 | CAD 325,758 | CAD | New holding detected |
| DELL (Dell Technologies Inc) | 2,676 | USD 323,555 | USD | New holding detected |
| MCHP (Microchip Technology Inc) | 4,309 | USD 320,633 | USD | New holding detected |
| DDOG (Datadog Inc) | 2,711 | USD 309,081 | USD | New holding detected |
| CTSH (Cognizant Technology Solutions Corp Class A) | 4,092 | USD 305,263 | USD | New holding detected |
| FICO (Fair Isaac Corporation) | 220 | USD 302,007 | USD | New holding detected |
| MSTR (MicroStrategy Incorporated) | 2,081 | USD 288,094 | USD | New holding detected |
| WDAY (Workday Inc) | 1,777 | USD 274,653 | USD | New holding detected |
| 7735.T (SCREEN Holdings Co., Ltd.) | 2,000 | JPY 273,835 | JPY | New holding detected |
| 6723.T (Renesas Electronics Corporation) | 13,300 | JPY 264,788 | JPY | New holding detected |
| ZS (Zscaler Inc) | 1,508 | USD 256,631 | USD | New holding detected |
| 6762.T (TDK Corporation) | 16,700 | JPY 243,278 | JPY | New holding detected |
| ZM (Zoom Video Communications Inc) | 2,509 | USD 239,334 | USD | New holding detected |
| ENTG (Entegris Inc) | 1,878 | USD 229,848 | USD | New holding detected |
| 6920.T (Lasertec Corporation) | 1,100 | JPY 220,903 | JPY | New holding detected |
| ON (ON Semiconductor Corporation) | 3,352 | USD 218,215 | USD | New holding detected |
| 7751.T (Canon Inc.) | 6,700 | JPY 210,982 | JPY | New holding detected |
| FSLR (First Solar Inc) | 934 | USD 207,469 | USD | New holding detected |
| 6971.T (Kyocera Corporation) | 12,000 | JPY 205,569 | JPY | New holding detected |
| PSTG (Pure Storage Inc) | 2,757 | USD 205,176 | USD | New holding detected |
| OKTA (Okta Inc) | 2,239 | USD 197,435 | USD | New holding detected |
| FLEX (Flex Ltd) | 2,969 | USD 196,162 | USD | New holding detected |
| 4901.T (FUJIFILM Holdings Corporation) | 10,000 | JPY 195,881 | JPY | New holding detected |
| VRSN (VeriSign Inc) | 855 | USD 187,989 | USD | New holding detected |
| HLMA.L (Halma PLC) | 3,727 | GBP 183,948 | GBP | New holding detected |
| CAP.PA (Capgemini SE) | 1,237 | EUR 167,546 | EUR | New holding detected |
| 4768.T (Otsuka Corporation) | 7,900 | JPY 152,921 | JPY | New holding detected |
| CRDO (Credo Technology Group Holding Ltd) | 1,236 | USD 152,535 | USD | New holding detected |
| PTC (PTC Inc) | 950 | USD 151,753 | USD | New holding detected |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 148,395 | JPY | New holding detected |
| SMCI (Super Micro Computer Inc) | 4,314 | USD 144,648 | USD | New holding detected |
| BESI.AS (BE Semiconductor Industries NV) | 722 | EUR 143,978 | EUR | New holding detected |
| HPQ (HP Inc) | 7,380 | USD 143,393 | USD | New holding detected |
| CHKP (Check Point Software Technologies Ltd) | 781 | USD 141,572 | USD | New holding detected |
| TWLO (Twilio Inc) | 1,210 | USD 141,546 | USD | New holding detected |
| TRMB (Trimble Inc) | 1,878 | USD 125,695 | USD | New holding detected |
| GIB-A.TO (CGI Inc) | 1,544 | CAD 125,044 | CAD | New holding detected |
| ZBRA (Zebra Technologies Corporation) | 473 | USD 121,935 | USD | New holding detected |
| GDDY (Godaddy Inc) | 1,220 | USD 119,645 | USD | New holding detected |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 113,848 | JPY | New holding detected |
| TYL (Tyler Technologies Inc) | 316 | USD 112,256 | USD | New holding detected |
| BSY (Bentley Systems Inc) | 2,824 | USD 97,259 | USD | New holding detected |
| 7701.T (Shimadzu Corporation) | 3,200 | JPY 87,422 | JPY | New holding detected |
| IONQ (IONQ Inc) | 2,335 | USD 82,846 | USD | New holding detected |
| IOT (Samsara Inc) | 2,995 | USD 81,554 | USD | New holding detected |
| DSG.TO (Descartes Systems Group Inc) | 1,207 | CAD 81,317 | CAD | New holding detected |
| 4684.T (OBIC Co.,Ltd.) | 3,300 | JPY 81,177 | JPY | New holding detected |
| NEM.DE (Nemetschek SE) | 924 | EUR 78,316 | EUR | New holding detected |
| 3626.T (TIS Inc.) | 3,400 | JPY 75,958 | JPY | New holding detected |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 814,950 | USD 151,099,880 -0.1% | USD 185.41 -0.1% | |
| AAPL (Apple Inc) | 444,834 | USD 123,717,232 3.0% | USD 278.12 3.0% | |
| MSFT (Microsoft Corporation) | 206,194 | USD 82,712,661 -5.3% | USD 401.14 -5.3% | |
| AVGO (Broadcom Inc) | 148,742 | USD 49,519,187 0.5% | USD 332.92 0.5% | |
| ASML.AS (ASML Holding NV) | 21,379 | EUR 30,166,024 -2.3% | EUR 1411.01 -2.3% | |
| SAP.DE (SAP SE) | 70,574 | EUR 14,282,306 -2.0% | EUR 202.373 -2.0% | |
| LRCX (Lam Research Corp) | 56,240 | USD 12,992,002 -2.7% | USD 231.01 -2.7% | |
| NXPI (NXP Semiconductors NV) | 43,190 | USD 9,688,381 -2.9% | USD 224.32 -2.9% | |
| MU (Micron Technology Inc) | 24,040 | USD 9,488,348 -9.8% | USD 394.69 -9.8% | |
| ADBE (Adobe Systems Incorporated) | 34,775 | USD 9,332,915 -8.5% | USD 268.38 -8.5% | |
| PANW (Palo Alto Networks Inc) | 57,988 | USD 9,238,648 -9.2% | USD 159.32 -9.2% | |
| NOW (ServiceNow Inc) | 89,002 | USD 8,966,061 -14.6% | USD 100.74 -14.6% | |
| ADSK (Autodesk Inc) | 36,724 | USD 8,828,450 -5.9% | USD 240.4 -5.9% | |
| INTU (Intuit Inc) | 19,273 | USD 8,552,779 -8.9% | USD 443.77 -8.9% | |
| INTC (Intel Corporation) | 148,933 0.0% | USD 7,534,520 3.6% | USD 50.59 3.6% | |
| ADI (Analog Devices Inc) | 23,269 | USD 7,456,551 1.1% | USD 320.45 1.1% | |
| SNPS (Synopsys Inc) | 17,342 0.0% | USD 7,402,953 -6.8% | USD 426.88 -6.8% | |
| 6702.T (Fujitsu Limited) | 295,600 | JPY 7,374,217 -11.2% | JPY 24.9466 -11.2% | |
| CDNS (Cadence Design Systems Inc) | 24,719 | USD 7,008,331 -2.0% | USD 283.52 -2.0% | |
| 8035.T (Tokyo Electron Limited) | 25,400 | JPY 6,644,111 2.7% | JPY 261.579 2.7% | |
| ORCL (Oracle Corporation) | 41,404 0.0% | USD 5,913,319 -10.8% | USD 142.82 -10.8% | |
| IFX.DE (Infineon Technologies AG) | 112,624 | EUR 5,595,528 0.6% | EUR 49.6833 0.6% | |
| HPE (Hewlett Packard Enterprise Co) | 227,411 | USD 5,369,174 7.3% | USD 23.61 7.3% | |
| 6701.T (NEC Corporation) | 181,600 | JPY 4,991,091 -18.1% | JPY 27.484 -18.1% | |
| CRM (Salesforce.com Inc) | 24,469 | USD 4,682,143 -9.2% | USD 191.35 -9.2% | |
| PLTR (Palantir Technologies Inc) | 32,860 | USD 4,465,674 -8.0% | USD 135.9 -8.0% | |
| NOKIA.HE (Nokia Oyj) | 541,872 0.0% | EUR 3,768,500 5.6% | EUR 6.95459 5.6% | |
| NTAP (NetApp Inc) | 34,232 | USD 3,537,535 6.0% | USD 103.34 6.0% | |
| SHOP.TO (Shopify Inc) | 31,304 | CAD 3,513,909 -14.9% | CAD 112.251 -14.9% | |
| ACN (Accenture plc) | 13,186 | USD 3,172,815 -9.8% | USD 240.62 -9.8% | |
| DSY.PA (Dassault Systemes SE) | 114,772 0.0% | EUR 3,018,319 -3.7% | EUR 26.2984 -3.7% | |
| TXN (Texas Instruments Incorporated) | 13,036 0.0% | USD 2,886,692 -1.6% | USD 221.44 -1.6% | |
| CSCO (Cisco Systems Inc) | 33,668 | USD 2,855,720 5.2% | USD 84.82 5.2% | |
| FTNT (Fortinet Inc) | 33,499 0.0% | USD 2,772,377 1.8% | USD 82.76 1.8% | |
| FFIV (F5 Networks Inc) | 9,799 | USD 2,710,109 -1.5% | USD 276.57 -1.5% | |
| MRVL (Marvell Technology Group Ltd) | 32,061 | USD 2,573,857 2.1% | USD 80.28 2.1% | |
| ANET (Arista Networks) | 17,565 | USD 2,415,012 -0.6% | USD 137.49 -0.6% | |
| IT (Gartner Inc) | 12,930 | USD 2,021,347 -22.8% | USD 156.33 -22.8% | |
| HUBS (HubSpot Inc) | 8,592 | USD 1,998,327 -15.1% | USD 232.58 -15.1% | |
| SGE.L (Sage Group PLC) | 164,803 0.0% | GBP 1,894,520 -12.6% | GBP 11.4957 -12.6% | |
| DT (Dynatrace Holdings LLC) | 52,023 0.0% | USD 1,753,695 -11.4% | USD 33.71 -11.4% | |
| NTNX (Nutanix Inc) | 43,423 | USD 1,748,210 0.4% | USD 40.26 0.4% | |
| STMPA.PA (STMicroelectronics NV) | 58,946 | EUR 1,734,117 3.5% | EUR 29.4187 3.5% | |
| 4307.T (Nomura Research Institute, Ltd.) | 64,000 | JPY 1,722,661 -9.7% | JPY 26.9166 -9.7% | |
| KLAC (KLA-Tencor Corporation) | 1,140 | USD 1,644,963 2.3% | USD 1442.95 2.3% | |
| DOCU (DocuSign Inc) | 33,144 | USD 1,562,077 -9.4% | USD 47.13 -9.4% | |
| CLS.TO (Celestica Inc.) | 4,779 | CAD 1,470,693 8.1% | CAD 307.741 8.1% | |
| 6857.T (Advantest Corporation) | 8,100 | JPY 1,266,730 0.2% | JPY 156.386 0.2% | |
| QCOM (Qualcomm Incorporated) | 9,104 | USD 1,250,343 -10.0% | USD 137.34 -10.0% | |
| 6841.T (Yokogawa Electric Corporation) | 38,500 | JPY 1,211,539 -5.2% | JPY 31.4685 -5.2% | |
| OTEX.TO (Open Text Corp) | 43,394 | CAD 1,090,300 1.7% | CAD 25.1256 1.7% | |
| MDB (MongoDB) | 2,598 | USD 894,621 -7.6% | USD 344.35 -7.6% | |
| CRWD (Crowdstrike Holdings Inc) | 2,195 | USD 868,123 -9.9% | USD 395.5 -9.9% | |
| APP (Applovin Corp) | 2,034 | USD 827,268 -15.8% | USD 406.72 -15.8% | |
| MNDY (Monday.Com Ltd) | 7,277 0.0% | USD 713,146 -13.1% | USD 98 -13.1% | |
| 6861.T (Keyence Corporation) | 1,900 | JPY 645,144 -5.3% | JPY 339.549 -5.3% | |
| CIEN (Ciena Corp) | 2,346 | USD 636,517 1.1% | USD 271.32 1.1% | |
| TEL (TE Connectivity Ltd) | 2,490 | USD 537,616 -4.9% | USD 215.91 -4.9% | |
| SNOW (Snowflake Inc.) | 2,860 | USD 481,710 -11.7% | USD 168.43 -11.7% | |
| MPWR (Monolithic Power Systems Inc) | 382 | USD 469,791 4.8% | USD 1229.82 4.8% | |
| 6146.T (Disco Corporation) | 1,100 | JPY 461,445 4.8% | JPY 419.495 4.8% | |
| TER (Teradyne Inc) | 1,292 0.1% | USD 387,742 20.4% | USD 300.11 20.3% | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 16,200 | JPY 332,252 3.5% | JPY 20.5094 3.5% | |
| MCHP (Microchip Technology Inc) | 4,309 | USD 327,527 -2.7% | USD 76.01 -2.7% | |
| DELL (Dell Technologies Inc) | 2,676 | USD 323,930 1.6% | USD 121.05 1.6% | |
| CSU.TO (Constellation Software Inc.) | 179 | CAD 319,526 -0.4% | CAD 1785.06 -0.4% | |
| ASM.AS (ASM International NV) | 395 | EUR 319,246 -3.2% | EUR 808.218 -3.2% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 4,092 | USD 315,411 -7.0% | USD 77.0799 -7.0% | |
| FICO (Fair Isaac Corporation) | 220 | USD 306,020 -4.1% | USD 1391 -4.1% | |
| DDOG (Datadog Inc) | 2,711 | USD 302,792 -13.5% | USD 111.69 -13.5% | |
| WDAY (Workday Inc) | 1,777 | USD 289,509 -6.0% | USD 162.92 -6.0% | |
| MSTR (MicroStrategy Incorporated) | 2,115 1.6% | USD 285,377 -1.8% | USD 134.93 -3.4% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 2,000 | JPY 257,053 2.4% | JPY 128.527 2.5% | |
| ZS (Zscaler Inc) | 1,508 | USD 252,334 -16.6% | USD 167.33 -16.6% | |
| 6723.T (Renesas Electronics Corporation) | 13,300 | JPY 250,771 19.6% | JPY 18.855 19.6% | |
| ZM (Zoom Video Communications Inc) | 2,509 | USD 231,330 -0.7% | USD 92.2001 -0.7% | |
| 6762.T (TDK Corporation) | 16,700 | JPY 230,237 8.1% | JPY 13.7866 8.1% | |
| ENTG (Entegris Inc) | 1,878 | USD 229,811 2.4% | USD 122.37 2.4% | |
| ON (ON Semiconductor Corporation) | 3,352 | USD 218,550 6.0% | USD 65.1999 6.0% | |
| 6920.T (Lasertec Corporation) | 1,100 | JPY 211,718 -4.3% | JPY 192.471 -4.3% | |
| 7751.T (Canon Inc.) | 6,700 | JPY 208,020 1.4% | JPY 31.0478 1.4% | |
| FSLR (First Solar Inc) | 934 | USD 204,294 -5.1% | USD 218.73 -5.1% | |
| 6971.T (Kyocera Corporation) | 12,000 | JPY 197,571 9.8% | JPY 16.4643 9.8% | |
| PSTG (Pure Storage Inc) | 2,757 | USD 195,719 0.9% | USD 70.9898 0.9% | |
| OKTA (Okta Inc) | 2,239 | USD 194,211 -1.6% | USD 86.7401 -1.6% | |
| 4901.T (FUJIFILM Holdings Corporation) | 10,000 | JPY 192,790 -3.8% | JPY 19.279 -3.8% | |
| VRSN (VeriSign Inc) | 855 | USD 191,665 -10.7% | USD 224.17 -10.7% | |
| FLEX (Flex Ltd) | 2,969 | USD 189,957 -1.1% | USD 63.9801 -1.1% | |
| HLMA.L (Halma PLC) | 3,727 | GBP 180,023 -0.3% | GBP 48.3024 -0.3% | |
| CAP.PA (Capgemini SE) | 1,237 | EUR 168,723 -13.9% | EUR 136.397 -13.9% | |
| 4768.T (Otsuka Corporation) | 7,900 | JPY 151,699 -2.3% | JPY 19.2024 -2.3% | |
| SMCI (Super Micro Computer Inc) | 4,314 0.0% | USD 148,315 15.8% | USD 34.3799 15.7% | |
| PTC (PTC Inc) | 950 | USD 147,934 -0.8% | USD 155.72 -0.8% | |
| HPQ (HP Inc) | 7,380 0.0% | USD 145,017 -0.8% | USD 19.65 -0.8% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 143,399 -11.0% | JPY 59.7496 -11.0% | |
| CHKP (Check Point Software Technologies Ltd) | 781 | USD 141,291 0.4% | USD 180.91 0.4% | |
| BESI.AS (BE Semiconductor Industries NV) | 722 | EUR 141,232 0.8% | EUR 195.612 0.8% | |
| TWLO (Twilio Inc) | 1,210 | USD 139,174 -4.2% | USD 115.02 -4.2% | |
| CRDO (Credo Technology Group Holding Ltd) | 1,236 -0.1% | USD 137,690 -7.2% | USD 111.4 -7.1% | |
| GIB-A.TO (CGI Inc) | 1,544 | CAD 127,864 -4.2% | CAD 82.8135 -4.2% | |
| TRMB (Trimble Inc) | 1,878 | USD 124,230 -2.5% | USD 66.1502 -2.5% | |
| ZBRA (Zebra Technologies Corporation) | 473 | USD 118,912 3.9% | USD 251.4 3.9% | |
| GDDY (Godaddy Inc) | 1,220 | USD 118,608 -2.9% | USD 97.2197 -2.9% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 110,656 -8.8% | JPY 35.6955 -8.8% | |
| TYL (Tyler Technologies Inc) | 316 | USD 110,079 -4.0% | USD 348.351 -4.0% | |
| BSY (Bentley Systems Inc) | 2,824 | USD 93,672 -3.1% | USD 33.17 -3.1% | |
| 7701.T (Shimadzu Corporation) | 3,200 | JPY 86,133 0.1% | JPY 26.9166 0.1% | |
| IONQ (IONQ Inc) | 2,335 | USD 81,702 -9.3% | USD 34.9902 -9.3% | |
| DSG.TO (Descartes Systems Group Inc) | 1,207 | CAD 80,774 -7.8% | CAD 66.9213 -7.8% | |
| 4684.T (OBIC Co.,Ltd.) | 3,300 | JPY 79,967 -10.6% | JPY 24.2324 -10.6% | |
| NEM.DE (Nemetschek SE) | 924 | EUR 77,486 -7.5% | EUR 83.8593 -7.5% | |
| IOT (Samsara Inc) | 2,995 | USD 76,133 -3.7% | USD 25.42 -3.7% | |
| 3626.T (TIS Inc.) | 3,400 | JPY 74,869 -21.5% | JPY 22.0203 -21.5% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 814,950 | USD 151,262,870 -2.9% | USD 185.61 -2.9% | |
| AAPL (Apple Inc) | 444,834 | USD 120,109,628 4.1% | USD 270.01 4.1% | |
| MSFT (Microsoft Corporation) | 206,194 | USD 87,296,354 -1.6% | USD 423.37 -1.6% | |
| AVGO (Broadcom Inc) | 148,742 | USD 49,249,964 -0.1% | USD 331.11 -0.1% | |
| ASML.AS (ASML Holding NV) | 21,379 | EUR 30,877,351 -0.1% | EUR 1444.28 -0.1% | |
| SAP.DE (SAP SE) | 70,574 | EUR 14,571,973 1.8% | EUR 206.478 1.8% | |
| LRCX (Lam Research Corp) | 56,240 | USD 13,357,000 1.7% | USD 237.5 1.7% | |
| MU (Micron Technology Inc) | 24,040 | USD 10,524,712 5.5% | USD 437.8 5.5% | |
| NOW (ServiceNow Inc) | 89,002 | USD 10,502,236 0.8% | USD 118 0.8% | |
| ADBE (Adobe Systems Incorporated) | 34,775 | USD 10,202,290 0.0% | USD 293.38 0.0% | |
| PANW (Palo Alto Networks Inc) | 57,988 | USD 10,172,255 -0.9% | USD 175.42 -0.9% | |
| NXPI (NXP Semiconductors NV) | 43,190 | USD 9,980,345 2.2% | USD 231.08 2.2% | |
| INTU (Intuit Inc) | 19,273 | USD 9,388,264 -2.4% | USD 487.12 -2.4% | |
| ADSK (Autodesk Inc) | 36,724 | USD 9,385,553 1.1% | USD 255.57 1.1% | |
| 6702.T (Fujitsu Limited) | 295,600 | JPY 8,303,573 1.2% | JPY 28.0906 1.2% | |
| SNPS (Synopsys Inc) | 17,343 | USD 7,941,186 -1.6% | USD 457.89 -1.6% | |
| ADI (Analog Devices Inc) | 23,269 | USD 7,373,015 1.9% | USD 316.86 1.9% | |
| INTC (Intel Corporation) | 148,931 | USD 7,269,322 5.0% | USD 48.81 5.0% | |
| CDNS (Cadence Design Systems Inc) | 24,719 | USD 7,148,488 -2.4% | USD 289.19 -2.4% | |
| ORCL (Oracle Corporation) | 41,405 | USD 6,627,284 -2.7% | USD 160.06 -2.7% | |
| 8035.T (Tokyo Electron Limited) | 25,400 | JPY 6,470,943 -4.9% | JPY 254.762 -4.9% | |
| 6701.T (NEC Corporation) | 181,600 | JPY 6,091,634 -0.7% | JPY 33.5442 -0.7% | |
| IFX.DE (Infineon Technologies AG) | 112,624 | EUR 5,561,925 -0.2% | EUR 49.3849 -0.2% | |
| CRM (Salesforce.com Inc) | 24,469 | USD 5,158,310 -0.7% | USD 210.81 -0.7% | |
| HPE (Hewlett Packard Enterprise Co) | 227,411 | USD 5,005,316 2.3% | USD 22.01 2.3% | |
| PLTR (Palantir Technologies Inc) | 32,860 | USD 4,855,394 0.8% | USD 147.76 0.8% | |
| SHOP.TO (Shopify Inc) | 31,304 | CAD 4,129,512 0.0% | CAD 131.916 0.0% | |
| NOKIA.HE (Nokia Oyj) | 541,864 | EUR 3,567,986 2.0% | EUR 6.58465 2.0% | |
| ACN (Accenture plc) | 13,186 | USD 3,517,893 1.2% | USD 266.79 1.2% | |
| NTAP (NetApp Inc) | 34,232 | USD 3,336,251 1.2% | USD 97.46 1.2% | |
| DSY.PA (Dassault Systemes SE) | 114,773 | EUR 3,135,835 -1.1% | EUR 27.3221 -1.1% | |
| TXN (Texas Instruments Incorporated) | 13,035 | USD 2,933,005 4.4% | USD 225.01 4.4% | |
| FFIV (F5 Networks Inc) | 9,799 | USD 2,750,775 1.9% | USD 280.72 1.9% | |
| FTNT (Fortinet Inc) | 33,498 | USD 2,723,052 0.0% | USD 81.29 0.0% | |
| CSCO (Cisco Systems Inc) | 33,668 | USD 2,714,988 3.0% | USD 80.64 3.0% | |
| IT (Gartner Inc) | 12,930 | USD 2,617,032 -3.4% | USD 202.4 -3.4% | |
| MRVL (Marvell Technology Group Ltd) | 32,061 | USD 2,521,918 -0.3% | USD 78.66 -0.3% | |
| ANET (Arista Networks) | 17,565 | USD 2,430,469 -2.4% | USD 138.37 -2.4% | |
| HUBS (HubSpot Inc) | 8,592 | USD 2,354,724 -2.1% | USD 274.06 -2.1% | |
| SGE.L (Sage Group PLC) | 164,808 | GBP 2,168,661 0.2% | GBP 13.1587 0.2% | |
| DT (Dynatrace Holdings LLC) | 52,022 | USD 1,979,437 -0.1% | USD 38.05 -0.1% | |
| 4307.T (Nomura Research Institute, Ltd.) | 64,000 | JPY 1,907,564 -2.2% | JPY 29.8057 -2.2% | |
| NTNX (Nutanix Inc) | 43,423 | USD 1,741,262 2.0% | USD 40.1 2.0% | |
| DOCU (DocuSign Inc) | 33,144 | USD 1,723,488 -1.0% | USD 52 -1.0% | |
| STMPA.PA (STMicroelectronics NV) | 58,946 | EUR 1,675,170 0.2% | EUR 28.4187 0.2% | |
| KLAC (KLA-Tencor Corporation) | 1,140 | USD 1,607,913 -1.2% | USD 1410.45 -1.2% | |
| QCOM (Qualcomm Incorporated) | 9,104 | USD 1,389,452 0.7% | USD 152.62 0.7% | |
| CLS.TO (Celestica Inc.) | 4,779 | CAD 1,360,647 0.8% | CAD 284.714 0.8% | |
| 6841.T (Yokogawa Electric Corporation) | 38,500 | JPY 1,277,604 -0.2% | JPY 33.1845 -0.2% | |
| 6857.T (Advantest Corporation) | 8,100 | JPY 1,264,625 -5.6% | JPY 156.127 -5.6% | |
| OTEX.TO (Open Text Corp) | 43,394 | CAD 1,072,490 -3.8% | CAD 24.7152 -3.8% | |
| APP (Applovin Corp) | 2,034 | USD 982,422 2.1% | USD 483 2.1% | |
| MDB (MongoDB) | 2,598 | USD 968,223 0.4% | USD 372.68 0.4% | |
| CRWD (Crowdstrike Holdings Inc) | 2,195 | USD 963,276 -0.6% | USD 438.85 -0.6% | |
| MNDY (Monday.Com Ltd) | 7,278 | USD 821,104 -1.7% | USD 112.82 -1.7% | |
| 6861.T (Keyence Corporation) | 1,900 | JPY 680,912 -2.1% | JPY 358.375 -2.1% | |
| CIEN (Ciena Corp) | 2,346 | USD 629,878 6.6% | USD 268.49 6.6% | |
| TEL (TE Connectivity Ltd) | 2,490 | USD 565,554 2.0% | USD 227.13 2.0% | |
| SNOW (Snowflake Inc.) | 2,860 | USD 545,345 -1.0% | USD 190.68 -1.0% | |
| MPWR (Monolithic Power Systems Inc) | 382 | USD 448,170 4.4% | USD 1173.22 4.4% | |
| 6146.T (Disco Corporation) | 1,100 | JPY 440,212 -6.7% | JPY 400.193 -6.7% | |
| DDOG (Datadog Inc) | 2,711 | USD 349,855 -0.2% | USD 129.05 -0.2% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 4,092 | USD 339,268 1.0% | USD 82.9101 1.0% | |
| MCHP (Microchip Technology Inc) | 4,309 | USD 336,447 2.8% | USD 78.0801 2.8% | |
| ASM.AS (ASM International NV) | 395 | EUR 329,682 -1.2% | EUR 834.638 -1.2% | |
| TER (Teradyne Inc) | 1,291 | USD 322,143 3.5% | USD 249.53 3.5% | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 16,200 | JPY 321,034 -2.5% | JPY 19.8169 -2.5% | |
| CSU.TO (Constellation Software Inc.) | 179 | CAD 320,852 -3.4% | CAD 1792.47 -3.4% | |
| FICO (Fair Isaac Corporation) | 220 | USD 319,200 -0.8% | USD 1450.91 -0.8% | |
| DELL (Dell Technologies Inc) | 2,676 | USD 318,872 4.1% | USD 119.16 4.1% | |
| WDAY (Workday Inc) | 1,777 | USD 308,096 -1.3% | USD 173.38 -1.3% | |
| ZS (Zscaler Inc) | 1,508 | USD 302,520 0.3% | USD 200.61 0.3% | |
| MSTR (MicroStrategy Incorporated) | 2,082 | USD 290,710 -6.7% | USD 139.63 -6.7% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 2,000 | JPY 250,907 -1.6% | JPY 125.453 -1.6% | |
| ZM (Zoom Video Communications Inc) | 2,509 | USD 232,998 0.8% | USD 92.8649 0.8% | |
| ENTG (Entegris Inc) | 1,878 | USD 224,383 1.2% | USD 119.48 1.2% | |
| 6920.T (Lasertec Corporation) | 1,100 | JPY 221,237 -14.7% | JPY 201.125 -14.7% | |
| FSLR (First Solar Inc) | 934 | USD 215,334 2.2% | USD 230.55 2.2% | |
| VRSN (VeriSign Inc) | 855 | USD 214,605 2.8% | USD 251 2.8% | |
| 6762.T (TDK Corporation) | 16,700 | JPY 212,994 -0.7% | JPY 12.7541 -0.7% | |
| 6723.T (Renesas Electronics Corporation) | 13,300 | JPY 209,613 -5.6% | JPY 15.7604 -5.6% | |
| ON (ON Semiconductor Corporation) | 3,352 | USD 206,249 2.7% | USD 61.5301 2.7% | |
| 7751.T (Canon Inc.) | 6,700 | JPY 205,207 0.8% | JPY 30.6279 0.8% | |
| 4901.T (FUJIFILM Holdings Corporation) | 10,000 | JPY 200,418 0.2% | JPY 20.0418 0.2% | |
| OKTA (Okta Inc) | 2,239 | USD 197,323 4.3% | USD 88.13 4.3% | |
| CAP.PA (Capgemini SE) | 1,237 | EUR 195,899 1.5% | EUR 158.366 1.5% | |
| PSTG (Pure Storage Inc) | 2,757 | USD 193,927 1.2% | USD 70.3399 1.2% | |
| FLEX (Flex Ltd) | 2,969 | USD 192,035 2.6% | USD 64.68 2.6% | |
| HLMA.L (Halma PLC) | 3,727 | GBP 180,507 -0.4% | GBP 48.4323 -0.4% | |
| 6971.T (Kyocera Corporation) | 12,000 | JPY 179,990 0.3% | JPY 14.9992 0.2% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 161,182 -1.0% | JPY 67.1592 -1.0% | |
| 4768.T (Otsuka Corporation) | 7,900 | JPY 155,234 -1.0% | JPY 19.6499 -1.0% | |
| PTC (PTC Inc) | 950 | USD 149,074 0.5% | USD 156.92 0.5% | |
| CRDO (Credo Technology Group Holding Ltd) | 1,237 | USD 148,391 -4.2% | USD 119.96 -4.2% | |
| HPQ (HP Inc) | 7,379 | USD 146,178 1.9% | USD 19.81 1.9% | |
| TWLO (Twilio Inc) | 1,210 | USD 145,200 -0.4% | USD 120 -0.4% | |
| CHKP (Check Point Software Technologies Ltd) | 781 | USD 140,744 0.4% | USD 180.21 0.4% | |
| BESI.AS (BE Semiconductor Industries NV) | 722 | EUR 140,138 -0.8% | EUR 194.097 -0.8% | |
| GIB-A.TO (CGI Inc) | 1,544 | CAD 133,459 0.3% | CAD 86.4372 0.3% | |
| SMCI (Super Micro Computer Inc) | 4,312 | USD 128,110 2.1% | USD 29.7101 2.1% | |
| TRMB (Trimble Inc) | 1,878 | USD 127,479 0.4% | USD 67.8802 0.4% | |
| GDDY (Godaddy Inc) | 1,220 | USD 122,195 -0.4% | USD 100.16 -0.4% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 121,292 -0.2% | JPY 39.1265 -0.2% | |
| TYL (Tyler Technologies Inc) | 316 | USD 114,670 -1.8% | USD 362.88 -1.8% | |
| ZBRA (Zebra Technologies Corporation) | 473 | USD 114,471 3.0% | USD 242.011 3.0% | |
| BSY (Bentley Systems Inc) | 2,824 | USD 96,694 -2.5% | USD 34.2401 -2.5% | |
| 3626.T (TIS Inc.) | 3,400 | JPY 95,399 -3.8% | JPY 28.0585 -3.8% | |
| IONQ (IONQ Inc) | 2,335 | USD 90,038 -3.6% | USD 38.5602 -3.6% | |
| 4684.T (OBIC Co.,Ltd.) | 3,300 | JPY 89,477 -2.7% | JPY 27.1142 -2.7% | |
| DSG.TO (Descartes Systems Group Inc) | 1,207 | CAD 87,616 -3.3% | CAD 72.5899 -3.3% | |
| 7701.T (Shimadzu Corporation) | 3,200 | JPY 86,066 -0.4% | JPY 26.8956 -0.4% | |
| NEM.DE (Nemetschek SE) | 924 | EUR 83,789 3.1% | EUR 90.6807 3.1% | |
| IOT (Samsara Inc) | 2,995 | USD 79,098 -5.8% | USD 26.41 -5.8% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 814,950 -4.3% | USD 155,761,394 -5.0% | USD 191.13 -0.7% | |
| AAPL (Apple Inc) | 444,834 -4.3% | USD 115,425,526 -3.9% | USD 259.48 0.5% | |
| MSFT (Microsoft Corporation) | 206,194 -4.3% | USD 88,723,216 -5.0% | USD 430.29 -0.7% | |
| AVGO (Broadcom Inc) | 148,742 -4.3% | USD 49,278,225 -4.2% | USD 331.3 0.2% | |
| ASML.AS (ASML Holding NV) | 21,379 -4.3% | EUR 30,916,996 -2.7% | EUR 1446.14 1.7% | |
| SAP.DE (SAP SE) | 70,574 -4.3% | EUR 14,319,938 -1.1% | EUR 202.907 3.3% | |
| LRCX (Lam Research Corp) | 56,240 -4.3% | USD 13,129,790 -10.0% | USD 233.46 -5.9% | |
| NOW (ServiceNow Inc) | 89,002 -4.3% | USD 10,414,124 -4.1% | USD 117.01 0.2% | |
| PANW (Palo Alto Networks Inc) | 57,988 -4.3% | USD 10,262,136 -3.9% | USD 176.97 0.4% | |
| ADBE (Adobe Systems Incorporated) | 34,775 -4.3% | USD 10,197,769 -3.8% | USD 293.25 0.5% | |
| MU (Micron Technology Inc) | 24,040 -4.3% | USD 9,973,715 -8.9% | USD 414.88 -4.8% | |
| NXPI (NXP Semiconductors NV) | 43,190 -4.3% | USD 9,766,987 -7.3% | USD 226.14 -3.2% | |
| INTU (Intuit Inc) | 19,273 -4.3% | USD 9,615,685 -5.1% | USD 498.92 -0.8% | |
| ADSK (Autodesk Inc) | 36,724 -4.3% | USD 9,286,398 -5.4% | USD 252.87 -1.1% | |
| 6702.T (Fujitsu Limited) | 295,600 -4.3% | JPY 8,207,279 -0.3% | JPY 27.7648 4.1% | |
| SNPS (Synopsys Inc) | 17,343 -4.3% | USD 8,066,489 -7.3% | USD 465.115 -3.1% | |
| CDNS (Cadence Design Systems Inc) | 24,719 -4.3% | USD 7,325,723 -6.3% | USD 296.36 -2.1% | |
| ADI (Analog Devices Inc) | 23,269 -4.3% | USD 7,233,867 -6.7% | USD 310.88 -2.5% | |
| INTC (Intel Corporation) | 148,931 -4.3% | USD 6,920,824 -8.6% | USD 46.47 -4.5% | |
| ORCL (Oracle Corporation) | 41,405 -4.3% | USD 6,814,435 -6.8% | USD 164.58 -2.6% | |
| 8035.T (Tokyo Electron Limited) | 25,400 -4.5% | JPY 6,801,984 -5.4% | JPY 267.795 -1.0% | |
| 6701.T (NEC Corporation) | 181,600 -4.3% | JPY 6,133,385 -10.8% | JPY 33.7741 -6.8% | |
| IFX.DE (Infineon Technologies AG) | 112,624 -4.3% | EUR 5,575,039 -5.0% | EUR 49.5013 -0.7% | |
| CRM (Salesforce.com Inc) | 24,469 -4.3% | USD 5,194,524 -5.1% | USD 212.29 -0.8% | |
| HPE (Hewlett Packard Enterprise Co) | 227,411 -4.3% | USD 4,893,885 -6.5% | USD 21.52 -2.2% | |
| PLTR (Palantir Technologies Inc) | 32,860 -4.3% | USD 4,816,947 -7.7% | USD 146.59 -3.5% | |
| SHOP.TO (Shopify Inc) | 31,304 -4.3% | CAD 4,130,329 -11.6% | CAD 131.943 -7.6% | |
| NOKIA.HE (Nokia Oyj) | 541,864 -4.4% | EUR 3,496,465 0.9% | EUR 6.45266 5.4% | |
| ACN (Accenture plc) | 13,186 -4.4% | USD 3,476,357 -3.5% | USD 263.64 0.9% | |
| NTAP (NetApp Inc) | 34,232 -4.4% | USD 3,298,253 -6.3% | USD 96.35 -2.0% | |
| DSY.PA (Dassault Systemes SE) | 114,773 -4.4% | EUR 3,170,452 -3.3% | EUR 27.6237 1.1% | |
| TXN (Texas Instruments Incorporated) | 13,035 -4.4% | USD 2,809,694 -5.9% | USD 215.55 -1.6% | |
| FTNT (Fortinet Inc) | 33,498 -4.4% | USD 2,722,047 -4.7% | USD 81.26 -0.3% | |
| IT (Gartner Inc) | 12,930 -4.3% | USD 2,710,257 -5.7% | USD 209.61 -1.5% | |
| FFIV (F5 Networks Inc) | 9,799 -4.3% | USD 2,700,702 -6.7% | USD 275.61 -2.4% | |
| CSCO (Cisco Systems Inc) | 33,668 -4.4% | USD 2,636,878 -4.5% | USD 78.32 -0.1% | |
| MRVL (Marvell Technology Group Ltd) | 32,061 -4.4% | USD 2,530,254 -7.2% | USD 78.92 -3.0% | |
| ANET (Arista Networks) | 17,565 -4.4% | USD 2,489,663 -8.5% | USD 141.74 -4.3% | |
| HUBS (HubSpot Inc) | 8,592 -4.3% | USD 2,405,760 -4.9% | USD 280 -0.5% | |
| SGE.L (Sage Group PLC) | 164,808 -4.4% | GBP 2,165,235 -4.4% | GBP 13.1379 -0.1% | |
| DT (Dynatrace Holdings LLC) | 52,022 -4.4% | USD 1,981,518 -3.8% | USD 38.09 0.6% | |
| 4307.T (Nomura Research Institute, Ltd.) | 64,000 -4.5% | JPY 1,950,370 -21.7% | JPY 30.4745 -18.1% | |
| DOCU (DocuSign Inc) | 33,144 -4.4% | USD 1,741,386 -6.6% | USD 52.54 -2.3% | |
| NTNX (Nutanix Inc) | 43,423 -4.4% | USD 1,707,827 -4.7% | USD 39.33 -0.3% | |
| STMPA.PA (STMicroelectronics NV) | 58,946 -4.4% | EUR 1,671,432 -3.4% | EUR 28.3553 1.0% | |
| KLAC (KLA-Tencor Corporation) | 1,140 -4.3% | USD 1,627,852 -18.9% | USD 1427.94 -15.2% | |
| QCOM (Qualcomm Incorporated) | 9,104 -4.4% | USD 1,380,075 -4.8% | USD 151.59 -0.4% | |
| CLS.TO (Celestica Inc.) | 4,779 -4.4% | CAD 1,350,359 -9.3% | CAD 282.561 -5.2% | |
| 6857.T (Advantest Corporation) | 8,100 -3.6% | JPY 1,339,236 -9.3% | JPY 165.338 -5.9% | |
| 6841.T (Yokogawa Electric Corporation) | 38,500 -4.5% | JPY 1,279,839 -5.6% | JPY 33.2426 -1.2% | |
| OTEX.TO (Open Text Corp) | 43,394 -4.4% | CAD 1,114,532 -6.5% | CAD 25.684 -2.1% | |
| CRWD (Crowdstrike Holdings Inc) | 2,195 -4.3% | USD 968,884 -5.0% | USD 441.405 -0.7% | |
| MDB (MongoDB) | 2,598 -4.4% | USD 964,715 -5.1% | USD 371.33 -0.7% | |
| APP (Applovin Corp) | 2,034 -4.4% | USD 962,306 -20.5% | USD 473.11 -16.9% | |
| MNDY (Monday.Com Ltd) | 7,278 -4.4% | USD 835,151 -5.1% | USD 114.75 -0.7% | |
| 6861.T (Keyence Corporation) | 1,900 | JPY 695,164 -4.9% | JPY 365.876 -4.9% | |
| CIEN (Ciena Corp) | 2,346 -4.4% | USD 590,746 -5.0% | USD 251.81 -0.7% | |
| TEL (TE Connectivity Ltd) | 2,490 -4.5% | USD 554,722 -6.0% | USD 222.78 -1.5% | |
| SNOW (Snowflake Inc.) | 2,860 -4.5% | USD 551,122 -7.7% | USD 192.7 -3.3% | |
| 6146.T (Disco Corporation) | 1,100 | JPY 471,989 -2.6% | JPY 429.081 -2.6% | |
| MPWR (Monolithic Power Systems Inc) | 382 -4.5% | USD 429,425 -9.3% | USD 1124.15 -5.0% | |
| DDOG (Datadog Inc) | 2,711 -4.5% | USD 350,587 -3.7% | USD 129.32 0.9% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 4,092 -4.6% | USD 335,790 -5.1% | USD 82.0601 -0.5% | |
| ASM.AS (ASM International NV) | 395 -4.4% | EUR 333,543 -3.1% | EUR 844.413 1.3% | |
| CSU.TO (Constellation Software Inc.) | 179 -4.8% | CAD 332,179 -6.2% | CAD 1855.75 -1.4% | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 16,200 -3.6% | JPY 329,335 -4.4% | JPY 20.3293 -0.9% | |
| MCHP (Microchip Technology Inc) | 4,309 -4.6% | USD 327,139 -8.8% | USD 75.9199 -4.3% | |
| FICO (Fair Isaac Corporation) | 220 -3.9% | USD 321,897 -6.4% | USD 1463.17 -2.6% | |
| WDAY (Workday Inc) | 1,777 -4.5% | USD 312,095 -4.0% | USD 175.63 0.6% | |
| MSTR (MicroStrategy Incorporated) | 2,082 -4.7% | USD 311,696 -0.3% | USD 149.71 4.6% | |
| TER (Teradyne Inc) | 1,291 -4.7% | USD 311,196 -8.7% | USD 241.05 -4.3% | |
| DELL (Dell Technologies Inc) | 2,676 -4.6% | USD 306,241 -7.9% | USD 114.44 -3.4% | |
| ZS (Zscaler Inc) | 1,508 -4.6% | USD 301,615 -4.9% | USD 200.01 -0.3% | |
| 6920.T (Lasertec Corporation) | 1,100 | JPY 259,490 -3.8% | JPY 235.9 -3.8% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 2,000 | JPY 254,894 -2.5% | JPY 127.447 -2.5% | |
| ZM (Zoom Video Communications Inc) | 2,509 -4.8% | USD 231,079 -5.3% | USD 92.1 -0.5% | |
| 6723.T (Renesas Electronics Corporation) | 13,300 -4.3% | JPY 222,098 -7.0% | JPY 16.6991 -2.8% | |
| ENTG (Entegris Inc) | 1,878 -4.7% | USD 221,735 -8.3% | USD 118.07 -3.8% | |
| 6762.T (TDK Corporation) | 16,700 -3.5% | JPY 214,461 -2.4% | JPY 12.842 1.1% | |
| FSLR (First Solar Inc) | 934 -4.6% | USD 210,636 -4.0% | USD 225.52 0.7% | |
| VRSN (VeriSign Inc) | 855 -4.7% | USD 208,817 -4.7% | USD 244.23 0.0% | |
| 7751.T (Canon Inc.) | 6,700 -4.3% | JPY 203,484 -2.4% | JPY 30.3707 2.0% | |
| ON (ON Semiconductor Corporation) | 3,352 -4.9% | USD 200,751 -8.4% | USD 59.8899 -3.7% | |
| 4901.T (FUJIFILM Holdings Corporation) | 10,000 -2.9% | JPY 200,117 -2.6% | JPY 20.0117 0.3% | |
| CAP.PA (Capgemini SE) | 1,237 -4.8% | EUR 193,074 -2.6% | EUR 156.082 2.3% | |
| PSTG (Pure Storage Inc) | 2,757 -4.9% | USD 191,722 -8.9% | USD 69.5401 -4.2% | |
| OKTA (Okta Inc) | 2,239 -4.8% | USD 189,151 -6.2% | USD 84.4801 -1.4% | |
| FLEX (Flex Ltd) | 2,969 -4.9% | USD 187,166 -8.4% | USD 63.0401 -3.7% | |
| HLMA.L (Halma PLC) | 3,727 -4.9% | GBP 181,253 -5.1% | GBP 48.6324 -0.2% | |
| 6971.T (Kyocera Corporation) | 12,000 -4.8% | JPY 179,541 -4.0% | JPY 14.9618 0.8% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 162,738 -2.0% | JPY 67.8075 -2.0% | |
| 4768.T (Otsuka Corporation) | 7,900 -3.7% | JPY 156,812 -5.4% | JPY 19.8496 -1.8% | |
| CRDO (Credo Technology Group Holding Ltd) | 1,237 -4.8% | USD 154,971 -7.9% | USD 125.28 -3.2% | |
| PTC (PTC Inc) | 950 -4.8% | USD 148,324 -3.2% | USD 156.131 1.7% | |
| TWLO (Twilio Inc) | 1,210 -4.9% | USD 145,757 -7.5% | USD 120.46 -2.6% | |
| HPQ (HP Inc) | 7,379 -5.1% | USD 143,448 -4.9% | USD 19.44 0.3% | |
| BESI.AS (BE Semiconductor Industries NV) | 722 -4.7% | EUR 141,294 -3.9% | EUR 195.698 0.9% | |
| CHKP (Check Point Software Technologies Ltd) | 781 -5.1% | USD 140,197 -4.4% | USD 179.51 0.7% | |
| GIB-A.TO (CGI Inc) | 1,544 -5.0% | CAD 133,061 -4.0% | CAD 86.1794 1.1% | |
| TRMB (Trimble Inc) | 1,878 -5.0% | USD 126,953 -6.1% | USD 67.6001 -1.1% | |
| SMCI (Super Micro Computer Inc) | 4,312 -5.1% | USD 125,522 -8.3% | USD 29.1099 -3.4% | |
| GDDY (Godaddy Inc) | 1,220 -5.1% | USD 122,634 -3.9% | USD 100.52 1.3% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 121,580 -1.5% | JPY 39.2194 -1.5% | |
| TYL (Tyler Technologies Inc) | 316 -4.5% | USD 116,730 -7.2% | USD 369.399 -2.8% | |
| ZBRA (Zebra Technologies Corporation) | 473 -4.8% | USD 111,146 -6.0% | USD 234.981 -1.3% | |
| BSY (Bentley Systems Inc) | 2,824 -5.1% | USD 99,179 -5.0% | USD 35.12 0.1% | |
| 3626.T (TIS Inc.) | 3,400 | JPY 99,139 -1.0% | JPY 29.1585 -1.0% | |
| IONQ (IONQ Inc) | 2,335 -5.1% | USD 93,353 -12.3% | USD 39.9799 -7.5% | |
| 4684.T (OBIC Co.,Ltd.) | 3,300 -8.3% | JPY 91,923 -11.8% | JPY 27.8555 -3.8% | |
| DSG.TO (Descartes Systems Group Inc) | 1,207 -5.0% | CAD 90,640 -5.2% | CAD 75.0953 -0.2% | |
| 7701.T (Shimadzu Corporation) | 3,200 -8.6% | JPY 86,379 -9.5% | JPY 26.9934 -1.0% | |
| IOT (Samsara Inc) | 2,995 -5.1% | USD 84,010 -8.5% | USD 28.0501 -3.6% | |
| NEM.DE (Nemetschek SE) | 924 -4.9% | EUR 81,289 -5.0% | EUR 87.9751 -0.1% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 851,775 | USD 163,975,205 0.5% | USD 192.51 0.5% | |
| AAPL (Apple Inc) | 464,934 | USD 120,083,154 0.7% | USD 258.28 0.7% | |
| MSFT (Microsoft Corporation) | 215,512 | USD 93,424,452 -10.0% | USD 433.5 -10.0% | |
| AVGO (Broadcom Inc) | 155,465 | USD 51,416,939 -0.8% | USD 330.73 -0.8% | |
| ASML.AS (ASML Holding NV) | 22,345 | EUR 31,774,510 -0.3% | EUR 1422 -0.3% | |
| LRCX (Lam Research Corp) | 58,784 | USD 14,588,425 3.6% | USD 248.17 3.6% | |
| SAP.DE (SAP SE) | 73,766 | EUR 14,486,420 -16.2% | EUR 196.383 -16.2% | |
| MU (Micron Technology Inc) | 25,126 | USD 10,949,660 0.1% | USD 435.79 0.1% | |
| NOW (ServiceNow Inc) | 93,031 | USD 10,859,509 -9.9% | USD 116.73 -9.9% | |
| PANW (Palo Alto Networks Inc) | 60,613 | USD 10,680,011 -4.1% | USD 176.2 -4.1% | |
| ADBE (Adobe Systems Incorporated) | 36,350 | USD 10,601,478 -2.6% | USD 291.65 -2.6% | |
| NXPI (NXP Semiconductors NV) | 45,146 | USD 10,541,591 -2.7% | USD 233.5 -2.7% | |
| INTU (Intuit Inc) | 20,146 | USD 10,133,035 -6.6% | USD 502.98 -6.6% | |
| ADSK (Autodesk Inc) | 38,386 | USD 9,814,532 -4.7% | USD 255.68 -4.7% | |
| SNPS (Synopsys Inc) | 18,129 | USD 8,701,920 -6.1% | USD 480 -6.1% | |
| 6702.T (Fujitsu Limited) | 308,800 | JPY 8,233,454 1.2% | JPY 26.6627 1.2% | |
| CDNS (Cadence Design Systems Inc) | 25,838 | USD 7,820,387 -5.6% | USD 302.67 -5.6% | |
| ADI (Analog Devices Inc) | 24,322 | USD 7,751,421 0.3% | USD 318.7 0.3% | |
| INTC (Intel Corporation) | 155,684 | USD 7,575,583 -0.2% | USD 48.66 -0.2% | |
| ORCL (Oracle Corporation) | 43,280 | USD 7,314,753 -2.2% | USD 169.01 -2.2% | |
| 8035.T (Tokyo Electron Limited) | 26,600 | JPY 7,193,235 -5.2% | JPY 270.422 -5.2% | |
| 6701.T (NEC Corporation) | 189,700 | JPY 6,872,568 -2.1% | JPY 36.2286 -2.1% | |
| IFX.DE (Infineon Technologies AG) | 117,736 | EUR 5,870,942 -3.8% | EUR 49.8653 -3.8% | |
| CRM (Salesforce.com Inc) | 25,579 | USD 5,475,952 -6.1% | USD 214.08 -6.1% | |
| HPE (Hewlett Packard Enterprise Co) | 237,743 | USD 5,232,723 1.4% | USD 22.01 1.4% | |
| PLTR (Palantir Technologies Inc) | 34,351 | USD 5,216,543 -3.5% | USD 151.86 -3.5% | |
| SHOP.TO (Shopify Inc) | 32,726 | CAD 4,672,246 2.6% | CAD 142.769 2.7% | |
| ACN (Accenture plc) | 13,786 | USD 3,601,179 -3.4% | USD 261.22 -3.4% | |
| NTAP (NetApp Inc) | 35,789 | USD 3,519,132 -1.0% | USD 98.33 -1.0% | |
| NOKIA.HE (Nokia Oyj) | 566,515 | EUR 3,466,977 -9.5% | EUR 6.11983 -9.5% | |
| DSY.PA (Dassault Systemes SE) | 119,996 | EUR 3,279,549 -4.4% | EUR 27.3305 -4.4% | |
| TXN (Texas Instruments Incorporated) | 13,629 | USD 2,984,342 1.3% | USD 218.97 1.3% | |
| FFIV (F5 Networks Inc) | 10,243 | USD 2,893,955 -3.3% | USD 282.53 -3.3% | |
| IT (Gartner Inc) | 13,518 | USD 2,875,279 -5.9% | USD 212.7 -5.9% | |
| FTNT (Fortinet Inc) | 35,025 | USD 2,854,888 -0.7% | USD 81.51 -0.7% | |
| CSCO (Cisco Systems Inc) | 35,204 | USD 2,761,050 -0.7% | USD 78.43 -0.7% | |
| MRVL (Marvell Technology Group Ltd) | 33,522 | USD 2,726,679 -2.7% | USD 81.34 -2.7% | |
| ANET (Arista Networks) | 18,366 | USD 2,720,923 -1.3% | USD 148.15 -1.3% | |
| HUBS (HubSpot Inc) | 8,982 | USD 2,528,702 -11.2% | USD 281.53 -11.2% | |
| 4307.T (Nomura Research Institute, Ltd.) | 67,000 | JPY 2,492,197 -1.2% | JPY 37.197 -1.2% | |
| SGE.L (Sage Group PLC) | 172,347 | GBP 2,265,518 -4.2% | GBP 13.1451 -4.2% | |
| DT (Dynatrace Holdings LLC) | 54,404 | USD 2,059,735 -6.9% | USD 37.86 -6.9% | |
| KLAC (KLA-Tencor Corporation) | 1,191 | USD 2,006,490 3.5% | USD 1684.71 3.5% | |
| DOCU (DocuSign Inc) | 34,659 | USD 1,863,961 -4.3% | USD 53.78 -4.3% | |
| NTNX (Nutanix Inc) | 45,415 | USD 1,792,076 -5.6% | USD 39.46 -5.6% | |
| STMPA.PA (STMicroelectronics NV) | 61,652 | EUR 1,730,946 -5.9% | EUR 28.0761 -5.9% | |
| CLS.TO (Celestica Inc.) | 4,998 | CAD 1,489,168 -13.5% | CAD 297.953 -13.5% | |
| 6857.T (Advantest Corporation) | 8,400 | JPY 1,476,259 5.6% | JPY 175.745 5.6% | |
| QCOM (Qualcomm Incorporated) | 9,521 | USD 1,449,287 -0.3% | USD 152.22 -0.3% | |
| 6841.T (Yokogawa Electric Corporation) | 40,300 | JPY 1,355,858 -0.1% | JPY 33.6441 -0.1% | |
| APP (Applovin Corp) | 2,127 | USD 1,210,773 5.0% | USD 569.24 5.0% | |
| OTEX.TO (Open Text Corp) | 45,401 | CAD 1,191,669 -4.1% | CAD 26.2476 -4.1% | |
| CRWD (Crowdstrike Holdings Inc) | 2,294 | USD 1,019,958 -5.2% | USD 444.62 -5.2% | |
| MDB (MongoDB) | 2,718 | USD 1,016,586 -9.0% | USD 374.02 -9.0% | |
| MNDY (Monday.Com Ltd) | 7,614 | USD 879,950 -8.4% | USD 115.57 -8.4% | |
| 6861.T (Keyence Corporation) | 1,900 | JPY 730,736 1.3% | JPY 384.598 1.3% | |
| CIEN (Ciena Corp) | 2,454 | USD 622,163 -1.5% | USD 253.53 -1.5% | |
| SNOW (Snowflake Inc.) | 2,995 | USD 597,113 -7.7% | USD 199.37 -7.7% | |
| TEL (TE Connectivity Ltd) | 2,607 | USD 589,886 2.0% | USD 226.27 2.0% | |
| 6146.T (Disco Corporation) | 1,100 | JPY 484,666 -4.0% | JPY 440.605 -4.0% | |
| MPWR (Monolithic Power Systems Inc) | 400 | USD 473,260 1.8% | USD 1183.15 1.8% | |
| DDOG (Datadog Inc) | 2,840 | USD 364,031 -8.8% | USD 128.18 -8.8% | |
| MCHP (Microchip Technology Inc) | 4,519 | USD 358,628 -1.1% | USD 79.36 -1.1% | |
| CSU.TO (Constellation Software Inc.) | 188 | CAD 354,005 -3.3% | CAD 1883.01 -3.3% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 4,290 | USD 353,711 -1.0% | USD 82.4501 -1.0% | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 16,800 | JPY 344,607 -1.2% | JPY 20.5123 -1.2% | |
| ASM.AS (ASM International NV) | 413 | EUR 344,389 -2.4% | EUR 833.872 -2.4% | |
| FICO (Fair Isaac Corporation) | 229 | USD 343,901 -1.6% | USD 1501.75 -1.6% | |
| TER (Teradyne Inc) | 1,354 | USD 341,032 0.6% | USD 251.87 0.6% | |
| DELL (Dell Technologies Inc) | 2,805 | USD 332,364 1.0% | USD 118.49 1.0% | |
| WDAY (Workday Inc) | 1,861 | USD 325,042 -7.6% | USD 174.66 -7.6% | |
| ZS (Zscaler Inc) | 1,580 | USD 316,995 -6.2% | USD 200.63 -6.2% | |
| MSTR (MicroStrategy Incorporated) | 2,184 | USD 312,727 -9.6% | USD 143.19 -9.6% | |
| 6920.T (Lasertec Corporation) | 1,100 | JPY 269,611 -4.1% | JPY 245.101 -4.1% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 2,000 | JPY 261,458 -2.0% | JPY 130.729 -2.0% | |
| ZM (Zoom Video Communications Inc) | 2,635 | USD 243,948 -3.8% | USD 92.5799 -3.8% | |
| ENTG (Entegris Inc) | 1,971 | USD 241,861 1.7% | USD 122.71 1.7% | |
| 6723.T (Renesas Electronics Corporation) | 13,900 | JPY 238,692 1.8% | JPY 17.1721 1.8% | |
| 6762.T (TDK Corporation) | 17,300 | JPY 219,709 0.8% | JPY 12.6999 0.8% | |
| FSLR (First Solar Inc) | 979 | USD 219,306 -10.2% | USD 224.01 -10.2% | |
| ON (ON Semiconductor Corporation) | 3,523 | USD 219,131 -4.2% | USD 62.2001 -4.2% | |
| VRSN (VeriSign Inc) | 897 | USD 219,056 -3.7% | USD 244.21 -3.7% | |
| PSTG (Pure Storage Inc) | 2,898 | USD 210,424 -2.3% | USD 72.6101 -2.3% | |
| 7751.T (Canon Inc.) | 7,000 | JPY 208,486 2.3% | JPY 29.7837 2.3% | |
| 4901.T (FUJIFILM Holdings Corporation) | 10,300 | JPY 205,548 -0.1% | JPY 19.9561 -0.1% | |
| FLEX (Flex Ltd) | 3,122 | USD 204,397 -1.2% | USD 65.4699 -1.2% | |
| OKTA (Okta Inc) | 2,353 | USD 201,629 -5.6% | USD 85.6902 -5.6% | |
| CAP.PA (Capgemini SE) | 1,300 | EUR 198,274 -2.9% | EUR 152.518 -2.9% | |
| HLMA.L (Halma PLC) | 3,919 | GBP 191,066 -0.9% | GBP 48.7538 -0.9% | |
| 6971.T (Kyocera Corporation) | 12,600 | JPY 187,102 0.1% | JPY 14.8494 0.1% | |
| CRDO (Credo Technology Group Holding Ltd) | 1,300 | USD 168,311 -0.1% | USD 129.47 -0.1% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 165,983 -1.2% | JPY 69.1596 -1.2% | |
| 4768.T (Otsuka Corporation) | 8,200 | JPY 165,679 -0.9% | JPY 20.2048 -0.9% | |
| TWLO (Twilio Inc) | 1,273 | USD 157,496 -8.9% | USD 123.72 -8.9% | |
| PTC (PTC Inc) | 998 | USD 153,173 -5.2% | USD 153.48 -5.2% | |
| HPQ (HP Inc) | 7,778 | USD 150,815 1.8% | USD 19.3899 1.8% | |
| BESI.AS (BE Semiconductor Industries NV) | 758 | EUR 146,987 -4.2% | EUR 193.914 -4.2% | |
| CHKP (Check Point Software Technologies Ltd) | 823 | USD 146,667 -1.1% | USD 178.21 -1.1% | |
| GIB-A.TO (CGI Inc) | 1,625 | CAD 138,542 -1.3% | CAD 85.2566 -1.3% | |
| SMCI (Super Micro Computer Inc) | 4,546 | USD 136,926 -3.5% | USD 30.1201 -3.5% | |
| TRMB (Trimble Inc) | 1,977 | USD 135,167 -2.4% | USD 68.3698 -2.4% | |
| GDDY (Godaddy Inc) | 1,286 | USD 127,623 -4.0% | USD 99.2403 -4.0% | |
| TYL (Tyler Technologies Inc) | 331 | USD 125,780 -9.3% | USD 380 -9.3% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 123,485 0.5% | JPY 39.8339 0.5% | |
| ZBRA (Zebra Technologies Corporation) | 497 | USD 118,266 0.7% | USD 237.96 0.7% | |
| IONQ (IONQ Inc) | 2,461 | USD 106,414 -5.6% | USD 43.2401 -5.6% | |
| BSY (Bentley Systems Inc) | 2,977 | USD 104,403 -6.1% | USD 35.0699 -6.1% | |
| 4684.T (OBIC Co.,Ltd.) | 3,600 | JPY 104,277 -1.8% | JPY 28.9658 -1.8% | |
| 3626.T (TIS Inc.) | 3,400 | JPY 100,108 -2.1% | JPY 29.4435 -2.1% | |
| DSG.TO (Descartes Systems Group Inc) | 1,270 | CAD 95,610 -5.6% | CAD 75.2835 -5.6% | |
| 7701.T (Shimadzu Corporation) | 3,500 | JPY 95,449 -0.7% | JPY 27.2711 -0.7% | |
| IOT (Samsara Inc) | 3,157 | USD 91,837 -3.4% | USD 29.09 -3.4% | |
| NEM.DE (Nemetschek SE) | 972 | EUR 85,575 -3.7% | EUR 88.0401 -3.7% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 851,775 -2.8% | USD 163,131,948 -1.3% | USD 191.52 1.6% | |
| AAPL (Apple Inc) | 464,934 -2.8% | USD 119,227,675 -3.5% | USD 256.44 -0.7% | |
| MSFT (Microsoft Corporation) | 215,512 -2.8% | USD 103,797,045 -2.6% | USD 481.63 0.2% | |
| AVGO (Broadcom Inc) | 155,465 -2.8% | USD 51,807,157 -2.7% | USD 333.24 0.1% | |
| ASML.AS (ASML Holding NV) | 22,345 -2.8% | EUR 31,877,184 -4.7% | EUR 1426.59 -2.0% | |
| SAP.DE (SAP SE) | 73,766 -2.8% | EUR 17,281,132 -2.6% | EUR 234.27 0.2% | |
| LRCX (Lam Research Corp) | 58,784 -2.8% | USD 14,083,471 -2.3% | USD 239.58 0.5% | |
| NOW (ServiceNow Inc) | 93,031 -2.8% | USD 12,058,678 -4.4% | USD 129.62 -1.7% | |
| PANW (Palo Alto Networks Inc) | 60,613 -2.8% | USD 11,137,033 -2.7% | USD 183.74 0.1% | |
| MU (Micron Technology Inc) | 25,126 -2.8% | USD 10,936,845 3.1% | USD 435.28 6.1% | |
| ADBE (Adobe Systems Incorporated) | 36,350 -2.8% | USD 10,889,733 -2.1% | USD 299.58 0.7% | |
| INTU (Intuit Inc) | 20,146 -2.8% | USD 10,852,650 -4.0% | USD 538.7 -1.2% | |
| NXPI (NXP Semiconductors NV) | 45,146 -2.8% | USD 10,836,394 1.7% | USD 240.03 4.6% | |
| ADSK (Autodesk Inc) | 38,386 -2.8% | USD 10,300,115 -2.7% | USD 268.33 0.1% | |
| SNPS (Synopsys Inc) | 18,129 -2.8% | USD 9,270,264 -1.1% | USD 511.35 1.7% | |
| CDNS (Cadence Design Systems Inc) | 25,838 -2.8% | USD 8,280,821 -2.2% | USD 320.49 0.7% | |
| 6702.T (Fujitsu Limited) | 308,800 -2.8% | JPY 8,133,940 -4.0% | JPY 26.3405 -1.2% | |
| ADI (Analog Devices Inc) | 24,322 -2.8% | USD 7,725,275 1.6% | USD 317.625 4.5% | |
| INTC (Intel Corporation) | 155,684 -2.8% | USD 7,594,266 7.9% | USD 48.78 11.0% | |
| 8035.T (Tokyo Electron Limited) | 26,600 -2.9% | JPY 7,590,592 0.8% | JPY 285.361 3.8% | |
| ORCL (Oracle Corporation) | 43,280 -2.8% | USD 7,478,784 -4.0% | USD 172.8 -1.2% | |
| 6701.T (NEC Corporation) | 189,700 -2.8% | JPY 7,021,211 -3.0% | JPY 37.0122 -0.3% | |
| IFX.DE (Infineon Technologies AG) | 117,736 -2.8% | EUR 6,105,889 -0.4% | EUR 51.8609 2.5% | |
| CRM (Salesforce.com Inc) | 25,579 -2.8% | USD 5,830,989 -3.1% | USD 227.96 -0.2% | |
| PLTR (Palantir Technologies Inc) | 34,351 -2.8% | USD 5,405,130 -7.7% | USD 157.35 -5.0% | |
| HPE (Hewlett Packard Enterprise Co) | 237,743 -2.8% | USD 5,161,401 -2.3% | USD 21.71 0.5% | |
| SHOP.TO (Shopify Inc) | 32,726 -2.8% | CAD 4,551,640 -1.5% | CAD 139.083 1.3% | |
| NOKIA.HE (Nokia Oyj) | 566,515 -2.8% | EUR 3,831,167 -6.5% | EUR 6.76269 -3.8% | |
| ACN (Accenture plc) | 13,786 -2.8% | USD 3,728,148 -4.7% | USD 270.43 -1.9% | |
| NTAP (NetApp Inc) | 35,789 -2.8% | USD 3,554,921 -3.4% | USD 99.33 -0.6% | |
| DSY.PA (Dassault Systemes SE) | 119,996 -2.8% | EUR 3,429,725 -1.8% | EUR 28.582 1.0% | |
| IT (Gartner Inc) | 13,518 -2.8% | USD 3,054,798 -5.3% | USD 225.98 -2.6% | |
| FFIV (F5 Networks Inc) | 10,243 -2.8% | USD 2,994,029 5.1% | USD 292.3 8.1% | |
| TXN (Texas Instruments Incorporated) | 13,629 -2.8% | USD 2,946,181 6.8% | USD 216.17 9.9% | |
| FTNT (Fortinet Inc) | 35,025 -2.8% | USD 2,874,852 -2.4% | USD 82.08 0.5% | |
| HUBS (HubSpot Inc) | 8,982 -2.8% | USD 2,848,282 -3.6% | USD 317.11 -0.8% | |
| MRVL (Marvell Technology Group Ltd) | 33,522 -2.8% | USD 2,803,110 -2.0% | USD 83.62 0.8% | |
| CSCO (Cisco Systems Inc) | 35,204 -2.8% | USD 2,779,708 -2.5% | USD 78.96 0.4% | |
| ANET (Arista Networks) | 18,366 -2.8% | USD 2,757,655 -0.5% | USD 150.15 2.4% | |
| 4307.T (Nomura Research Institute, Ltd.) | 67,000 -2.9% | JPY 2,522,594 -4.1% | JPY 37.6507 -1.2% | |
| SGE.L (Sage Group PLC) | 172,347 -2.8% | GBP 2,365,818 -2.0% | GBP 13.7271 0.9% | |
| DT (Dynatrace Holdings LLC) | 54,404 -2.8% | USD 2,211,523 -2.9% | USD 40.65 0.0% | |
| DOCU (DocuSign Inc) | 34,659 -2.8% | USD 1,948,356 -1.4% | USD 56.215 1.4% | |
| KLAC (KLA-Tencor Corporation) | 1,191 -2.8% | USD 1,937,995 -2.1% | USD 1627.2 0.7% | |
| NTNX (Nutanix Inc) | 45,415 -2.8% | USD 1,897,439 -1.6% | USD 41.78 1.3% | |
| STMPA.PA (STMicroelectronics NV) | 61,652 -2.8% | EUR 1,838,720 -0.8% | EUR 29.8242 2.1% | |
| CLS.TO (Celestica Inc.) | 4,998 -2.8% | CAD 1,721,793 0.7% | CAD 344.496 3.7% | |
| QCOM (Qualcomm Incorporated) | 9,521 -2.8% | USD 1,453,857 -3.1% | USD 152.7 -0.2% | |
| 6857.T (Advantest Corporation) | 8,400 -2.3% | JPY 1,397,720 -0.2% | JPY 166.395 2.2% | |
| 6841.T (Yokogawa Electric Corporation) | 40,300 -2.9% | JPY 1,357,424 -3.7% | JPY 33.683 -0.8% | |
| OTEX.TO (Open Text Corp) | 45,401 -2.8% | CAD 1,242,212 -6.3% | CAD 27.3609 -3.5% | |
| APP (Applovin Corp) | 2,127 -2.8% | USD 1,153,600 -3.0% | USD 542.36 -0.2% | |
| MDB (MongoDB) | 2,718 -2.8% | USD 1,117,207 -3.0% | USD 411.04 -0.2% | |
| CRWD (Crowdstrike Holdings Inc) | 2,294 -2.8% | USD 1,076,322 -4.3% | USD 469.19 -1.6% | |
| MNDY (Monday.Com Ltd) | 7,614 -2.9% | USD 960,506 -2.2% | USD 126.15 0.7% | |
| 6861.T (Keyence Corporation) | 1,900 | JPY 721,676 -1.2% | JPY 379.829 -1.2% | |
| SNOW (Snowflake Inc.) | 2,995 -2.9% | USD 646,920 -1.4% | USD 216 1.5% | |
| CIEN (Ciena Corp) | 2,454 -2.9% | USD 631,414 1.0% | USD 257.3 4.0% | |
| TEL (TE Connectivity Ltd) | 2,607 -2.8% | USD 578,154 -6.6% | USD 221.77 -3.9% | |
| 6146.T (Disco Corporation) | 1,100 | JPY 505,101 2.1% | JPY 459.183 2.1% | |
| MPWR (Monolithic Power Systems Inc) | 400 -2.9% | USD 464,712 3.0% | USD 1161.78 6.1% | |
| DDOG (Datadog Inc) | 2,840 -2.9% | USD 399,190 -1.3% | USD 140.56 1.7% | |
| CSU.TO (Constellation Software Inc.) | 188 -3.1% | CAD 366,040 -3.1% | CAD 1947.02 0.0% | |
| MCHP (Microchip Technology Inc) | 4,519 -3.0% | USD 362,785 3.6% | USD 80.2799 6.8% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 4,290 -2.9% | USD 357,357 -4.5% | USD 83.3 -1.6% | |
| ASM.AS (ASM International NV) | 413 -2.8% | EUR 352,996 -4.0% | EUR 854.712 -1.3% | |
| WDAY (Workday Inc) | 1,861 -2.9% | USD 351,952 -2.6% | USD 189.12 0.3% | |
| FICO (Fair Isaac Corporation) | 229 -2.6% | USD 349,378 -3.8% | USD 1525.67 -1.3% | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 16,800 -2.3% | JPY 348,828 -3.7% | JPY 20.7636 -1.4% | |
| MSTR (MicroStrategy Incorporated) | 2,184 -2.9% | USD 346,055 -4.8% | USD 158.45 -1.9% | |
| TER (Teradyne Inc) | 1,354 -2.9% | USD 339,150 1.8% | USD 250.48 4.8% | |
| ZS (Zscaler Inc) | 1,580 -2.9% | USD 338,041 -5.5% | USD 213.95 -2.6% | |
| DELL (Dell Technologies Inc) | 2,805 -3.0% | USD 329,083 -0.7% | USD 117.32 2.3% | |
| 6920.T (Lasertec Corporation) | 1,100 | JPY 281,074 6.1% | JPY 255.522 6.1% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 2,000 | JPY 266,793 6.2% | JPY 133.396 6.2% | |
| ZM (Zoom Video Communications Inc) | 2,635 -3.0% | USD 253,540 -1.2% | USD 96.2201 1.9% | |
| FSLR (First Solar Inc) | 979 -3.0% | USD 244,172 3.0% | USD 249.41 6.1% | |
| ENTG (Entegris Inc) | 1,971 -3.0% | USD 237,801 -2.9% | USD 120.65 0.2% | |
| 6723.T (Renesas Electronics Corporation) | 13,900 -2.8% | JPY 234,459 5.1% | JPY 16.8676 8.1% | |
| ON (ON Semiconductor Corporation) | 3,523 -3.1% | USD 228,748 0.5% | USD 64.9299 3.7% | |
| VRSN (VeriSign Inc) | 897 -3.0% | USD 227,390 -1.5% | USD 253.501 1.6% | |
| 6762.T (TDK Corporation) | 17,300 -3.4% | JPY 217,983 -3.5% | JPY 12.6002 -0.1% | |
| PSTG (Pure Storage Inc) | 2,898 -3.1% | USD 215,292 -2.9% | USD 74.2899 0.2% | |
| OKTA (Okta Inc) | 2,353 -3.0% | USD 213,511 -3.8% | USD 90.7399 -0.8% | |
| FLEX (Flex Ltd) | 3,122 -3.1% | USD 206,895 -1.4% | USD 66.27 1.8% | |
| 4901.T (FUJIFILM Holdings Corporation) | 10,300 -1.9% | JPY 205,678 -3.9% | JPY 19.9687 -2.1% | |
| CAP.PA (Capgemini SE) | 1,300 -3.0% | EUR 204,183 -5.0% | EUR 157.064 -2.0% | |
| 7751.T (Canon Inc.) | 7,000 -2.8% | JPY 203,766 -3.9% | JPY 29.1094 -1.1% | |
| HLMA.L (Halma PLC) | 3,919 -3.1% | GBP 192,832 -5.1% | GBP 49.2044 -2.1% | |
| 6971.T (Kyocera Corporation) | 12,600 -3.1% | JPY 186,960 -5.1% | JPY 14.8381 -2.1% | |
| TWLO (Twilio Inc) | 1,273 -3.0% | USD 172,950 -1.6% | USD 135.86 1.5% | |
| CRDO (Credo Technology Group Holding Ltd) | 1,300 -3.1% | USD 168,558 -3.1% | USD 129.66 0.1% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 168,011 -0.9% | JPY 70.0046 -0.9% | |
| 4768.T (Otsuka Corporation) | 8,200 -2.4% | JPY 167,216 -3.0% | JPY 20.3922 -0.6% | |
| PTC (PTC Inc) | 998 -3.1% | USD 161,586 -4.7% | USD 161.91 -1.7% | |
| BESI.AS (BE Semiconductor Industries NV) | 758 -3.1% | EUR 153,412 -6.6% | EUR 202.391 -3.6% | |
| CHKP (Check Point Software Technologies Ltd) | 823 -3.1% | USD 148,338 -4.5% | USD 180.241 -1.5% | |
| HPQ (HP Inc) | 7,778 -3.2% | USD 148,171 -4.8% | USD 19.05 -1.7% | |
| SMCI (Super Micro Computer Inc) | 4,546 -3.2% | USD 141,881 -3.2% | USD 31.2101 0.0% | |
| GIB-A.TO (CGI Inc) | 1,625 -3.2% | CAD 140,323 -5.2% | CAD 86.3526 -2.0% | |
| TYL (Tyler Technologies Inc) | 331 -2.9% | USD 138,729 -4.5% | USD 419.121 -1.7% | |
| TRMB (Trimble Inc) | 1,977 -3.2% | USD 138,528 -3.1% | USD 70.0698 0.1% | |
| GDDY (Godaddy Inc) | 1,286 -3.2% | USD 132,908 -3.6% | USD 103.35 -0.5% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 122,877 -1.3% | JPY 39.6377 -1.3% | |
| ZBRA (Zebra Technologies Corporation) | 497 -3.1% | USD 117,406 -4.1% | USD 236.229 -1.0% | |
| IONQ (IONQ Inc) | 2,461 -3.4% | USD 112,714 -2.7% | USD 45.8001 0.7% | |
| BSY (Bentley Systems Inc) | 2,977 -3.3% | USD 111,191 -2.8% | USD 37.35 0.5% | |
| 4684.T (OBIC Co.,Ltd.) | 3,600 -5.3% | JPY 106,225 -7.4% | JPY 29.5069 -2.3% | |
| 3626.T (TIS Inc.) | 3,400 -5.6% | JPY 102,295 -7.4% | JPY 30.0868 -1.9% | |
| DSG.TO (Descartes Systems Group Inc) | 1,270 -3.2% | CAD 101,313 -5.0% | CAD 79.774 -1.9% | |
| 7701.T (Shimadzu Corporation) | 3,500 -5.4% | JPY 96,114 -8.0% | JPY 27.4611 -2.8% | |
| IOT (Samsara Inc) | 3,157 -3.4% | USD 95,089 -4.8% | USD 30.1201 -1.5% | |
| NEM.DE (Nemetschek SE) | 972 -3.2% | EUR 88,871 -3.5% | EUR 91.4311 -0.3% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 876,323 -3.7% | USD 165,204,412 -2.6% | USD 188.52 1.1% | |
| AAPL (Apple Inc) | 478,334 -3.7% | USD 123,539,322 -2.7% | USD 258.27 1.1% | |
| MSFT (Microsoft Corporation) | 221,724 -3.7% | USD 106,556,120 -1.6% | USD 480.58 2.2% | |
| AVGO (Broadcom Inc) | 159,947 -3.7% | USD 53,228,762 -1.4% | USD 332.79 2.4% | |
| ASML.AS (ASML Holding NV) | 22,989 -3.8% | EUR 33,455,329 -0.1% | EUR 1455.28 3.8% | |
| SAP.DE (SAP SE) | 75,894 -3.7% | EUR 17,737,142 -5.8% | EUR 233.709 -2.2% | |
| LRCX (Lam Research Corp) | 60,480 -3.6% | USD 14,422,061 3.2% | USD 238.46 7.0% | |
| NOW (ServiceNow Inc) | 95,715 -3.5% | USD 12,615,237 -6.8% | USD 131.8 -3.3% | |
| PANW (Palo Alto Networks Inc) | 62,363 -3.5% | USD 11,443,611 -3.9% | USD 183.5 -0.4% | |
| INTU (Intuit Inc) | 20,726 -3.5% | USD 11,303,960 -6.3% | USD 545.4 -2.9% | |
| ADBE (Adobe Systems Incorporated) | 37,398 -3.5% | USD 11,122,913 -5.8% | USD 297.42 -2.4% | |
| NXPI (NXP Semiconductors NV) | 46,448 -4.1% | USD 10,656,100 -4.7% | USD 229.42 -0.7% | |
| MU (Micron Technology Inc) | 25,850 -3.4% | USD 10,604,704 1.8% | USD 410.24 5.4% | |
| ADSK (Autodesk Inc) | 39,494 -3.5% | USD 10,587,946 -5.0% | USD 268.09 -1.6% | |
| SNPS (Synopsys Inc) | 18,651 -3.4% | USD 9,375,858 -3.4% | USD 502.7 -0.1% | |
| 6702.T (Fujitsu Limited) | 317,800 -4.1% | JPY 8,476,741 -2.5% | JPY 26.6732 1.6% | |
| CDNS (Cadence Design Systems Inc) | 26,584 -4.1% | USD 8,463,548 -5.1% | USD 318.37 -1.1% | |
| ORCL (Oracle Corporation) | 44,530 -3.2% | USD 7,788,297 -7.2% | USD 174.9 -4.1% | |
| ADI (Analog Devices Inc) | 25,024 -3.2% | USD 7,603,042 -3.3% | USD 303.83 -0.1% | |
| 8035.T (Tokyo Electron Limited) | 27,400 -4.2% | JPY 7,533,771 -1.4% | JPY 274.955 2.9% | |
| 6701.T (NEC Corporation) | 195,100 -4.0% | JPY 7,241,205 -2.3% | JPY 37.1154 1.7% | |
| INTC (Intel Corporation) | 160,182 -3.2% | USD 7,036,795 0.1% | USD 43.93 3.4% | |
| IFX.DE (Infineon Technologies AG) | 121,142 -4.1% | EUR 6,127,467 -2.5% | EUR 50.5809 1.6% | |
| CRM (Salesforce.com Inc) | 26,319 -3.0% | USD 6,014,681 -3.4% | USD 228.53 -0.4% | |
| PLTR (Palantir Technologies Inc) | 35,343 -3.0% | USD 5,856,335 -4.0% | USD 165.7 -1.1% | |
| HPE (Hewlett Packard Enterprise Co) | 244,625 -2.8% | USD 5,283,900 -1.8% | USD 21.6 1.1% | |
| SHOP.TO (Shopify Inc) | 33,672 -2.7% | CAD 4,621,875 -2.3% | CAD 137.262 0.4% | |
| NOKIA.HE (Nokia Oyj) | 582,933 -4.1% | EUR 4,098,116 -2.0% | EUR 7.03017 2.2% | |
| ACN (Accenture plc) | 14,184 -4.1% | USD 3,911,947 -5.8% | USD 275.8 -1.7% | |
| NTAP (NetApp Inc) | 36,825 -4.1% | USD 3,678,449 -3.0% | USD 99.89 1.1% | |
| DSY.PA (Dassault Systemes SE) | 123,472 -4.1% | EUR 3,493,070 -5.0% | EUR 28.2904 -1.0% | |
| IT (Gartner Inc) | 13,910 -4.1% | USD 3,227,120 -6.0% | USD 232 -1.9% | |
| HUBS (HubSpot Inc) | 9,242 -4.1% | USD 2,954,298 -6.8% | USD 319.66 -2.8% | |
| FTNT (Fortinet Inc) | 36,041 -4.1% | USD 2,944,910 -5.7% | USD 81.71 -1.6% | |
| MRVL (Marvell Technology Group Ltd) | 34,496 -4.1% | USD 2,860,753 -2.8% | USD 82.93 1.4% | |
| CSCO (Cisco Systems Inc) | 36,226 -4.1% | USD 2,850,262 -2.0% | USD 78.68 2.2% | |
| FFIV (F5 Networks Inc) | 10,539 -4.1% | USD 2,850,062 -3.1% | USD 270.43 1.1% | |
| ANET (Arista Networks) | 18,898 -1.6% | USD 2,772,148 0.4% | USD 146.69 2.1% | |
| TXN (Texas Instruments Incorporated) | 14,025 -4.1% | USD 2,757,736 -4.1% | USD 196.63 0.0% | |
| 4307.T (Nomura Research Institute, Ltd.) | 69,000 -4.2% | JPY 2,629,408 -3.7% | JPY 38.1074 0.4% | |
| SGE.L (Sage Group PLC) | 177,355 -4.1% | GBP 2,413,533 -8.7% | GBP 13.6085 -4.8% | |
| DT (Dynatrace Holdings LLC) | 55,984 -4.1% | USD 2,276,869 -5.3% | USD 40.67 -1.2% | |
| KLAC (KLA-Tencor Corporation) | 1,225 -4.0% | USD 1,980,004 0.6% | USD 1616.33 4.8% | |
| DOCU (DocuSign Inc) | 35,669 -4.2% | USD 1,976,776 -7.9% | USD 55.42 -3.9% | |
| NTNX (Nutanix Inc) | 46,737 -4.2% | USD 1,927,434 -8.9% | USD 41.24 -4.9% | |
| STMPA.PA (STMicroelectronics NV) | 63,448 -4.2% | EUR 1,852,981 -2.0% | EUR 29.2047 2.3% | |
| CLS.TO (Celestica Inc.) | 5,144 -4.1% | CAD 1,709,287 3.2% | CAD 332.288 7.6% | |
| QCOM (Qualcomm Incorporated) | 9,799 -4.2% | USD 1,499,639 -5.1% | USD 153.04 -1.0% | |
| 6841.T (Yokogawa Electric Corporation) | 41,500 -4.2% | JPY 1,409,470 -4.0% | JPY 33.9631 0.1% | |
| 6857.T (Advantest Corporation) | 8,600 -3.4% | JPY 1,400,640 2.7% | JPY 162.865 6.3% | |
| OTEX.TO (Open Text Corp) | 46,729 -4.2% | CAD 1,325,256 -6.4% | CAD 28.3605 -2.2% | |
| APP (Applovin Corp) | 2,189 1.7% | USD 1,189,853 3.3% | USD 543.56 1.5% | |
| MDB (MongoDB) | 2,796 -4.2% | USD 1,151,644 -4.1% | USD 411.89 0.2% | |
| CRWD (Crowdstrike Holdings Inc) | 2,360 -4.3% | USD 1,124,918 -2.6% | USD 476.66 1.8% | |
| MNDY (Monday.Com Ltd) | 7,838 -4.3% | USD 981,945 -7.8% | USD 125.28 -3.7% | |
| 6861.T (Keyence Corporation) | 1,900 | JPY 730,240 1.2% | JPY 384.337 1.2% | |
| SNOW (Snowflake Inc.) | 3,083 6.5% | USD 655,908 7.2% | USD 212.75 0.7% | |
| CIEN (Ciena Corp) | 2,526 -4.4% | USD 625,236 1.9% | USD 247.52 6.6% | |
| TEL (TE Connectivity Ltd) | 2,683 -4.4% | USD 619,183 -2.1% | USD 230.78 2.3% | |
| 6146.T (Disco Corporation) | 1,100 | JPY 494,847 4.0% | JPY 449.861 4.0% | |
| MPWR (Monolithic Power Systems Inc) | 412 -4.2% | USD 451,342 -1.7% | USD 1095.49 2.6% | |
| DDOG (Datadog Inc) | 2,926 -4.6% | USD 404,402 -3.5% | USD 138.21 1.1% | |
| CSU.TO (Constellation Software Inc.) | 194 -4.4% | CAD 377,908 -9.4% | CAD 1947.98 -5.2% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 4,420 -4.7% | USD 374,153 -5.7% | USD 84.65 -1.1% | |
| ASM.AS (ASM International NV) | 425 -4.1% | EUR 367,865 -1.7% | EUR 865.565 2.5% | |
| MSTR (MicroStrategy Incorporated) | 2,250 -4.6% | USD 363,555 -4.0% | USD 161.58 0.6% | |
| FICO (Fair Isaac Corporation) | 235 -3.7% | USD 363,075 -4.0% | USD 1545 -0.4% | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 17,200 -3.4% | JPY 362,353 -1.5% | JPY 21.067 1.9% | |
| WDAY (Workday Inc) | 1,917 -4.6% | USD 361,508 -5.8% | USD 188.58 -1.2% | |
| ZS (Zscaler Inc) | 1,628 -4.7% | USD 357,623 -2.5% | USD 219.67 2.4% | |
| MCHP (Microchip Technology Inc) | 4,657 -4.7% | USD 350,020 -4.3% | USD 75.16 0.5% | |
| TER (Teradyne Inc) | 1,394 -4.7% | USD 333,082 -1.8% | USD 238.94 3.1% | |
| DELL (Dell Technologies Inc) | 2,891 -4.7% | USD 331,482 -5.8% | USD 114.66 -1.1% | |
| 6920.T (Lasertec Corporation) | 1,100 | JPY 264,905 3.8% | JPY 240.823 3.8% | |
| ZM (Zoom Video Communications Inc) | 2,717 33.3% | USD 256,593 31.8% | USD 94.4398 -1.1% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 2,000 | JPY 251,264 1.5% | JPY 125.632 1.5% | |
| ENTG (Entegris Inc) | 2,033 -4.8% | USD 244,794 -0.8% | USD 120.41 4.1% | |
| FSLR (First Solar Inc) | 1,009 -4.5% | USD 237,165 -7.7% | USD 235.05 -3.3% | |
| VRSN (VeriSign Inc) | 925 34.1% | USD 230,908 33.0% | USD 249.63 -0.8% | |
| ON (ON Semiconductor Corporation) | 3,635 -4.8% | USD 227,660 -2.5% | USD 62.63 2.5% | |
| 6762.T (TDK Corporation) | 17,900 -4.8% | JPY 225,875 -3.7% | JPY 12.6187 1.1% | |
| 6723.T (Renesas Electronics Corporation) | 14,300 -4.0% | JPY 223,051 -2.2% | JPY 15.598 1.9% | |
| OKTA (Okta Inc) | 2,427 -4.7% | USD 221,973 -4.5% | USD 91.4598 0.2% | |
| PSTG (Pure Storage Inc) | 2,990 -4.8% | USD 221,619 -3.1% | USD 74.1201 1.8% | |
| CAP.PA (Capgemini SE) | 1,340 -4.7% | EUR 214,850 -5.8% | EUR 160.336 -1.2% | |
| 4901.T (FUJIFILM Holdings Corporation) | 10,500 -2.8% | JPY 214,077 -3.9% | JPY 20.3883 -1.1% | |
| 7751.T (Canon Inc.) | 7,200 -4.0% | JPY 211,971 -3.3% | JPY 29.4404 0.8% | |
| FLEX (Flex Ltd) | 3,222 -4.8% | USD 209,752 -2.8% | USD 65.0999 2.1% | |
| HLMA.L (Halma PLC) | 4,045 42.7% | GBP 203,253 43.7% | GBP 50.248 0.7% | |
| 6971.T (Kyocera Corporation) | 13,000 -4.4% | JPY 197,089 -2.1% | JPY 15.1607 2.4% | |
| TWLO (Twilio Inc) | 1,313 -4.8% | USD 175,745 -4.9% | USD 133.85 -0.1% | |
| CRDO (Credo Technology Group Holding Ltd) | 1,342 -4.7% | USD 173,883 -3.5% | USD 129.57 1.2% | |
| 4768.T (Otsuka Corporation) | 8,400 -3.4% | JPY 172,358 -3.3% | JPY 20.5188 0.1% | |
| PTC (PTC Inc) | 1,030 -5.0% | USD 169,569 -5.6% | USD 164.63 -0.7% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 169,555 -0.3% | JPY 70.6479 -0.3% | |
| BESI.AS (BE Semiconductor Industries NV) | 782 -4.8% | EUR 164,264 -3.8% | EUR 210.056 1.0% | |
| HPQ (HP Inc) | 8,034 -4.8% | USD 155,619 -5.2% | USD 19.3701 -0.5% | |
| CHKP (Check Point Software Technologies Ltd) | 849 -4.7% | USD 155,316 -5.6% | USD 182.94 -1.0% | |
| GIB-A.TO (CGI Inc) | 1,679 -4.8% | CAD 147,971 -6.2% | CAD 88.1304 -1.5% | |
| SMCI (Super Micro Computer Inc) | 4,698 -4.8% | USD 146,578 -3.6% | USD 31.2001 1.3% | |
| TYL (Tyler Technologies Inc) | 341 -5.0% | USD 145,321 -8.0% | USD 426.161 -3.1% | |
| TRMB (Trimble Inc) | 2,043 -4.8% | USD 143,030 -6.6% | USD 70.0098 -1.9% | |
| GDDY (Godaddy Inc) | 1,328 -4.7% | USD 137,913 -6.7% | USD 103.85 -2.0% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 124,465 0.0% | JPY 40.15 0.0% | |
| ZBRA (Zebra Technologies Corporation) | 513 -4.5% | USD 122,381 -6.4% | USD 238.559 -2.0% | |
| IONQ (IONQ Inc) | 2,547 -4.8% | USD 115,863 -0.2% | USD 45.49 4.9% | |
| 4684.T (OBIC Co.,Ltd.) | 3,800 -7.3% | JPY 114,725 -6.4% | JPY 30.1908 0.9% | |
| BSY (Bentley Systems Inc) | 3,079 -4.7% | USD 114,416 -8.2% | USD 37.1601 -3.7% | |
| 3626.T (TIS Inc.) | 3,600 -7.7% | JPY 110,426 -7.4% | JPY 30.6739 0.3% | |
| DSG.TO (Descartes Systems Group Inc) | 1,312 -4.8% | CAD 106,653 -6.6% | CAD 81.2904 -1.9% | |
| 7701.T (Shimadzu Corporation) | 3,700 | JPY 104,510 0.2% | JPY 28.2459 0.2% | |
| IOT (Samsara Inc) | 3,267 -4.8% | USD 99,905 -9.6% | USD 30.58 -5.0% | |
| NEM.DE (Nemetschek SE) | 1,004 -4.6% | EUR 92,099 -9.6% | EUR 91.7321 -5.3% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 909,765 -3.9% | USD 169,643,880 -4.5% | USD 186.47 -0.6% | |
| AAPL (Apple Inc) | 496,956 -3.9% | USD 126,927,532 -1.0% | USD 255.41 3.0% | |
| MSFT (Microsoft Corporation) | 230,356 -3.9% | USD 108,331,820 -3.0% | USD 470.28 0.9% | |
| AVGO (Broadcom Inc) | 166,159 -3.9% | USD 53,976,751 -2.4% | USD 324.85 1.5% | |
| ASML.AS (ASML Holding NV) | 23,889 -3.9% | EUR 33,476,821 -2.8% | EUR 1401.35 1.2% | |
| SAP.DE (SAP SE) | 78,794 -3.9% | EUR 18,835,715 -1.3% | EUR 239.05 2.7% | |
| LRCX (Lam Research Corp) | 62,713 -3.9% | USD 13,976,846 -1.7% | USD 222.87 2.3% | |
| NOW (ServiceNow Inc) | 99,236 -3.9% | USD 13,529,836 -1.6% | USD 136.34 2.4% | |
| INTU (Intuit Inc) | 21,478 -3.9% | USD 12,065,696 -4.3% | USD 561.77 -0.4% | |
| PANW (Palo Alto Networks Inc) | 64,613 -3.9% | USD 11,903,007 -1.7% | USD 184.22 2.2% | |
| ADBE (Adobe Systems Incorporated) | 38,746 -3.9% | USD 11,806,681 -2.7% | USD 304.72 1.2% | |
| NXPI (NXP Semiconductors NV) | 48,410 -3.9% | USD 11,185,131 -4.5% | USD 231.05 -0.6% | |
| ADSK (Autodesk Inc) | 40,907 -3.9% | USD 11,140,612 -3.1% | USD 272.34 0.9% | |
| MU (Micron Technology Inc) | 26,767 -3.9% | USD 10,414,772 -6.4% | USD 389.09 -2.6% | |
| SNPS (Synopsys Inc) | 19,301 -3.9% | USD 9,708,596 -3.6% | USD 503.01 0.3% | |
| CDNS (Cadence Design Systems Inc) | 27,709 -3.9% | USD 8,922,852 -2.8% | USD 322.02 1.2% | |
| 6702.T (Fujitsu Limited) | 331,300 -3.9% | JPY 8,695,804 -9.0% | JPY 26.2475 -5.2% | |
| ORCL (Oracle Corporation) | 46,024 -3.9% | USD 8,396,619 -1.0% | USD 182.44 3.0% | |
| ADI (Analog Devices Inc) | 25,856 -3.9% | USD 7,860,483 -4.4% | USD 304.01 -0.5% | |
| 8035.T (Tokyo Electron Limited) | 28,600 -4.0% | JPY 7,640,675 -2.8% | JPY 267.156 1.2% | |
| 6701.T (NEC Corporation) | 203,200 -3.8% | JPY 7,412,992 -4.9% | JPY 36.4813 -1.1% | |
| INTC (Intel Corporation) | 165,436 -3.9% | USD 7,029,376 -9.4% | USD 42.49 -5.7% | |
| IFX.DE (Infineon Technologies AG) | 126,281 -3.9% | EUR 6,287,620 -3.8% | EUR 49.7907 0.1% | |
| CRM (Salesforce.com Inc) | 27,132 -3.9% | USD 6,224,081 -3.3% | USD 229.4 0.6% | |
| PLTR (Palantir Technologies Inc) | 36,433 -3.9% | USD 6,101,435 -5.1% | USD 167.47 -1.3% | |
| HPE (Hewlett Packard Enterprise Co) | 251,743 -3.9% | USD 5,379,748 -2.5% | USD 21.37 1.5% | |
| SHOP.TO (Shopify Inc) | 34,603 -3.9% | CAD 4,730,674 -4.6% | CAD 136.713 -0.7% | |
| NOKIA.HE (Nokia Oyj) | 607,818 -3.9% | EUR 4,180,735 -1.4% | EUR 6.87827 2.6% | |
| ACN (Accenture plc) | 14,787 -3.9% | USD 4,150,859 -4.0% | USD 280.71 -0.1% | |
| NTAP (NetApp Inc) | 38,397 -3.9% | USD 3,794,008 -2.6% | USD 98.81 1.4% | |
| DSY.PA (Dassault Systemes SE) | 128,755 -3.9% | EUR 3,677,538 -2.2% | EUR 28.5623 1.9% | |
| IT (Gartner Inc) | 14,504 -3.9% | USD 3,431,356 -1.9% | USD 236.58 2.1% | |
| HUBS (HubSpot Inc) | 9,638 -3.9% | USD 3,170,806 -2.1% | USD 328.99 1.9% | |
| FTNT (Fortinet Inc) | 37,586 -4.0% | USD 3,122,269 -2.3% | USD 83.07 1.8% | |
| MRVL (Marvell Technology Group Ltd) | 35,978 -3.9% | USD 2,941,921 -2.1% | USD 81.77 1.9% | |
| FFIV (F5 Networks Inc) | 10,992 -4.0% | USD 2,939,810 -0.9% | USD 267.45 3.2% | |
| CSCO (Cisco Systems Inc) | 37,783 -4.0% | USD 2,909,669 -0.8% | USD 77.01 3.2% | |
| TXN (Texas Instruments Incorporated) | 14,628 -3.9% | USD 2,875,719 -2.3% | USD 196.59 1.7% | |
| ANET (Arista Networks) | 19,203 -4.0% | USD 2,759,855 1.2% | USD 143.72 5.4% | |
| 4307.T (Nomura Research Institute, Ltd.) | 72,000 -4.0% | JPY 2,731,511 -2.9% | JPY 37.9377 1.2% | |
| SGE.L (Sage Group PLC) | 184,993 -4.0% | GBP 2,644,831 -1.6% | GBP 14.2969 2.4% | |
| DT (Dynatrace Holdings LLC) | 58,399 -4.0% | USD 2,404,871 -3.0% | USD 41.18 1.0% | |
| DOCU (DocuSign Inc) | 37,214 -4.0% | USD 2,145,759 -3.7% | USD 57.66 0.3% | |
| NTNX (Nutanix Inc) | 48,762 -4.0% | USD 2,114,808 -2.7% | USD 43.37 1.3% | |
| KLAC (KLA-Tencor Corporation) | 1,276 -3.8% | USD 1,968,906 -1.9% | USD 1543.03 2.0% | |
| STMPA.PA (STMicroelectronics NV) | 66,202 -4.0% | EUR 1,890,094 -5.4% | EUR 28.5504 -1.5% | |
| CLS.TO (Celestica Inc.) | 5,366 -4.0% | CAD 1,657,045 -2.0% | CAD 308.805 2.1% | |
| QCOM (Qualcomm Incorporated) | 10,225 -4.0% | USD 1,579,967 -4.8% | USD 154.52 -0.8% | |
| 6841.T (Yokogawa Electric Corporation) | 43,300 -4.0% | JPY 1,468,436 -2.6% | JPY 33.9131 1.5% | |
| OTEX.TO (Open Text Corp) | 48,778 -4.0% | CAD 1,415,152 -3.2% | CAD 29.0121 0.8% | |
| 6857.T (Advantest Corporation) | 8,900 -3.3% | JPY 1,364,179 -0.4% | JPY 153.279 3.0% | |
| MDB (MongoDB) | 2,919 -4.0% | USD 1,200,439 -1.0% | USD 411.25 3.2% | |
| CRWD (Crowdstrike Holdings Inc) | 2,465 -4.0% | USD 1,154,433 -0.6% | USD 468.33 3.5% | |
| APP (Applovin Corp) | 2,152 -4.0% | USD 1,152,267 -2.0% | USD 535.44 2.1% | |
| MNDY (Monday.Com Ltd) | 8,186 -4.1% | USD 1,064,671 -3.5% | USD 130.06 0.6% | |
| 6861.T (Keyence Corporation) | 1,900 | JPY 721,309 0.9% | JPY 379.636 0.9% | |
| TEL (TE Connectivity Ltd) | 2,806 -4.2% | USD 632,725 -3.5% | USD 225.49 0.7% | |
| CIEN (Ciena Corp) | 2,643 -4.2% | USD 613,784 -2.9% | USD 232.23 1.3% | |
| SNOW (Snowflake Inc.) | 2,895 -4.3% | USD 611,627 -3.5% | USD 211.27 0.8% | |
| 6146.T (Disco Corporation) | 1,100 -15.4% | JPY 475,602 -14.9% | JPY 432.365 0.6% | |
| MPWR (Monolithic Power Systems Inc) | 430 -4.0% | USD 459,300 -3.6% | USD 1068.14 0.4% | |
| DDOG (Datadog Inc) | 3,067 -4.4% | USD 419,075 0.4% | USD 136.64 5.0% | |
| CSU.TO (Constellation Software Inc.) | 203 -4.2% | CAD 416,961 -2.9% | CAD 2054 1.4% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 4,636 -4.5% | USD 396,888 -2.8% | USD 85.61 1.7% | |
| WDAY (Workday Inc) | 2,010 -4.4% | USD 383,609 -3.6% | USD 190.85 0.8% | |
| MSTR (MicroStrategy Incorporated) | 2,358 -4.5% | USD 378,648 -6.0% | USD 160.58 -1.6% | |
| FICO (Fair Isaac Corporation) | 244 -3.6% | USD 378,381 -3.2% | USD 1550.74 0.4% | |
| ASM.AS (ASM International NV) | 443 -3.9% | EUR 374,270 -3.0% | EUR 844.853 1.0% | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 17,800 -3.3% | JPY 367,909 -5.1% | JPY 20.669 -1.9% | |
| ZS (Zscaler Inc) | 1,709 -4.5% | USD 366,666 -2.3% | USD 214.55 2.4% | |
| MCHP (Microchip Technology Inc) | 4,888 -4.5% | USD 365,574 -4.4% | USD 74.7901 0.1% | |
| DELL (Dell Technologies Inc) | 3,035 -4.5% | USD 351,848 -4.1% | USD 115.93 0.4% | |
| TER (Teradyne Inc) | 1,463 -4.5% | USD 339,050 -3.4% | USD 231.75 1.1% | |
| FSLR (First Solar Inc) | 1,057 -4.3% | USD 256,819 -4.0% | USD 242.97 0.3% | |
| 6920.T (Lasertec Corporation) | 1,100 | JPY 255,323 0.6% | JPY 232.112 0.6% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 2,000 | JPY 247,456 0.2% | JPY 123.728 0.2% | |
| ENTG (Entegris Inc) | 2,135 -4.6% | USD 246,870 -3.8% | USD 115.63 0.8% | |
| 6762.T (TDK Corporation) | 18,800 -4.6% | JPY 234,565 -5.9% | JPY 12.4769 -1.4% | |
| ON (ON Semiconductor Corporation) | 3,818 -4.6% | USD 233,394 -6.0% | USD 61.1299 -1.4% | |
| OKTA (Okta Inc) | 2,547 -4.7% | USD 232,516 -4.2% | USD 91.2901 0.6% | |
| PSTG (Pure Storage Inc) | 3,140 -4.6% | USD 228,623 -0.5% | USD 72.8099 4.4% | |
| 6723.T (Renesas Electronics Corporation) | 14,900 -3.9% | JPY 228,143 -7.4% | JPY 15.3116 -3.7% | |
| CAP.PA (Capgemini SE) | 1,406 -4.5% | EUR 228,140 -3.3% | EUR 162.262 1.2% | |
| 4901.T (FUJIFILM Holdings Corporation) | 10,800 -2.7% | JPY 222,734 -2.1% | JPY 20.6235 0.6% | |
| 7751.T (Canon Inc.) | 7,500 -3.8% | JPY 219,141 -4.3% | JPY 29.2188 -0.5% | |
| FLEX (Flex Ltd) | 3,384 -4.6% | USD 215,730 -4.7% | USD 63.75 0.0% | |
| 6971.T (Kyocera Corporation) | 13,600 -4.2% | JPY 201,385 -4.0% | JPY 14.8077 0.3% | |
| ZM (Zoom Video Communications Inc) | 2,039 -4.6% | USD 194,643 6.1% | USD 95.46 11.3% | |
| TWLO (Twilio Inc) | 1,379 -4.6% | USD 184,745 -0.4% | USD 133.97 4.4% | |
| CRDO (Credo Technology Group Holding Ltd) | 1,408 -4.5% | USD 180,252 -8.2% | USD 128.02 -3.9% | |
| PTC (PTC Inc) | 1,084 -4.7% | USD 179,695 -2.6% | USD 165.77 2.2% | |
| 4768.T (Otsuka Corporation) | 8,700 -3.3% | JPY 178,293 -2.8% | JPY 20.4934 0.5% | |
| VRSN (VeriSign Inc) | 690 -4.2% | USD 173,563 -3.8% | USD 251.541 0.4% | |
| BESI.AS (BE Semiconductor Industries NV) | 821 -4.5% | EUR 170,769 -3.5% | EUR 208.001 1.1% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 170,007 -0.1% | JPY 70.8363 -0.1% | |
| CHKP (Check Point Software Technologies Ltd) | 891 -4.5% | USD 164,577 -2.7% | USD 184.71 1.9% | |
| HPQ (HP Inc) | 8,439 -4.6% | USD 164,223 -4.5% | USD 19.46 0.2% | |
| TYL (Tyler Technologies Inc) | 359 -4.8% | USD 157,895 -3.7% | USD 439.819 1.2% | |
| GIB-A.TO (CGI Inc) | 1,763 -4.5% | CAD 157,801 -4.1% | CAD 89.5071 0.5% | |
| TRMB (Trimble Inc) | 2,145 -4.5% | USD 153,110 -4.3% | USD 71.38 0.3% | |
| SMCI (Super Micro Computer Inc) | 4,935 -4.6% | USD 151,998 -7.3% | USD 30.8 -2.8% | |
| GDDY (Godaddy Inc) | 1,394 -4.5% | USD 147,792 -2.4% | USD 106.02 2.2% | |
| HLMA.L (Halma PLC) | 2,835 -4.5% | GBP 141,453 -3.5% | GBP 49.8952 1.1% | |
| ZBRA (Zebra Technologies Corporation) | 537 -4.3% | USD 130,765 -3.1% | USD 243.51 1.2% | |
| BSY (Bentley Systems Inc) | 3,232 -4.6% | USD 124,691 -5.2% | USD 38.5801 -0.7% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 124,520 1.2% | JPY 40.1677 1.2% | |
| 4684.T (OBIC Co.,Ltd.) | 4,100 -6.8% | JPY 122,623 -5.7% | JPY 29.908 1.2% | |
| 3626.T (TIS Inc.) | 3,900 -7.1% | JPY 119,228 -6.4% | JPY 30.5713 0.9% | |
| IONQ (IONQ Inc) | 2,676 -4.6% | USD 116,058 -12.4% | USD 43.37 -8.2% | |
| DSG.TO (Descartes Systems Group Inc) | 1,378 -4.6% | CAD 114,174 -3.0% | CAD 82.8549 1.7% | |
| IOT (Samsara Inc) | 3,432 -4.7% | USD 110,476 -4.4% | USD 32.19 0.3% | |
| 7701.T (Shimadzu Corporation) | 3,700 | JPY 104,309 0.9% | JPY 28.1916 0.9% | |
| NEM.DE (Nemetschek SE) | 1,052 -4.4% | EUR 101,869 1.3% | EUR 96.8336 5.9% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 946,461 -10.5% | USD 177,622,336 -9.1% | USD 187.67 1.5% | |
| AAPL (Apple Inc) | 517,002 -10.4% | USD 128,237,176 -10.5% | USD 248.04 -0.1% | |
| MSFT (Microsoft Corporation) | 239,650 -10.4% | USD 111,664,918 -7.5% | USD 465.95 3.3% | |
| AVGO (Broadcom Inc) | 172,864 -10.4% | USD 55,325,123 -11.9% | USD 320.05 -1.7% | |
| ASML.AS (ASML Holding NV) | 24,852 -10.4% | EUR 34,426,696 -10.1% | EUR 1385.27 0.4% | |
| SAP.DE (SAP SE) | 81,980 -10.4% | EUR 19,077,110 -6.4% | EUR 232.704 4.5% | |
| LRCX (Lam Research Corp) | 65,251 -10.4% | USD 14,220,803 -11.6% | USD 217.94 -1.3% | |
| NOW (ServiceNow Inc) | 103,256 -10.5% | USD 13,744,406 -7.3% | USD 133.11 3.5% | |
| INTU (Intuit Inc) | 22,348 -10.5% | USD 12,603,490 -7.8% | USD 563.965 3.0% | |
| ADBE (Adobe Systems Incorporated) | 40,315 -10.5% | USD 12,137,637 -10.1% | USD 301.07 0.4% | |
| PANW (Palo Alto Networks Inc) | 67,232 -10.5% | USD 12,113,862 -11.5% | USD 180.18 -1.1% | |
| NXPI (NXP Semiconductors NV) | 50,372 -10.5% | USD 11,710,231 -12.1% | USD 232.475 -1.8% | |
| ADSK (Autodesk Inc) | 42,563 -10.5% | USD 11,492,010 -10.4% | USD 270 0.1% | |
| MU (Micron Technology Inc) | 27,850 -10.5% | USD 11,130,253 -10.0% | USD 399.65 0.5% | |
| SNPS (Synopsys Inc) | 20,084 -10.5% | USD 10,069,917 -11.9% | USD 501.39 -1.6% | |
| 6702.T (Fujitsu Limited) | 344,800 -10.3% | JPY 9,551,428 -9.2% | JPY 27.7014 1.2% | |
| CDNS (Cadence Design Systems Inc) | 28,834 -10.5% | USD 9,178,439 -10.1% | USD 318.32 0.4% | |
| ORCL (Oracle Corporation) | 47,893 -10.5% | USD 8,484,724 -11.0% | USD 177.16 -0.6% | |
| ADI (Analog Devices Inc) | 26,906 -10.5% | USD 8,222,474 -11.3% | USD 305.6 -0.9% | |
| 8035.T (Tokyo Electron Limited) | 29,800 -10.8% | JPY 7,862,986 -12.2% | JPY 263.859 -1.6% | |
| 6701.T (NEC Corporation) | 211,300 -10.3% | JPY 7,797,714 -8.0% | JPY 36.9035 2.6% | |
| INTC (Intel Corporation) | 172,150 -10.5% | USD 7,758,801 -25.7% | USD 45.07 -17.0% | |
| IFX.DE (Infineon Technologies AG) | 131,423 -10.5% | EUR 6,535,448 -10.9% | EUR 49.7283 -0.5% | |
| CRM (Salesforce.com Inc) | 28,236 -10.5% | USD 6,439,220 -10.5% | USD 228.05 0.0% | |
| PLTR (Palantir Technologies Inc) | 37,915 -10.5% | USD 6,430,384 -8.5% | USD 169.6 2.2% | |
| HPE (Hewlett Packard Enterprise Co) | 262,015 -10.5% | USD 5,515,416 -11.8% | USD 21.05 -1.5% | |
| SHOP.TO (Shopify Inc) | 36,016 -10.5% | CAD 4,956,838 -10.4% | CAD 137.629 0.1% | |
| ACN (Accenture plc) | 15,390 -10.5% | USD 4,325,667 -11.8% | USD 281.07 -1.4% | |
| NOKIA.HE (Nokia Oyj) | 632,721 -8.3% | EUR 4,241,842 -5.8% | EUR 6.70413 2.8% | |
| NTAP (NetApp Inc) | 39,969 -10.6% | USD 3,893,780 -12.2% | USD 97.42 -1.8% | |
| DSY.PA (Dassault Systemes SE) | 134,032 -10.6% | EUR 3,758,477 -9.8% | EUR 28.0416 0.9% | |
| IT (Gartner Inc) | 15,098 -10.6% | USD 3,499,112 -12.6% | USD 231.76 -2.3% | |
| HUBS (HubSpot Inc) | 10,034 -8.5% | USD 3,238,775 -7.5% | USD 322.78 1.0% | |
| FTNT (Fortinet Inc) | 39,134 -10.6% | USD 3,194,900 -6.0% | USD 81.64 5.2% | |
| MRVL (Marvell Technology Group Ltd) | 37,457 -10.6% | USD 3,005,175 -13.7% | USD 80.23 -3.5% | |
| FFIV (F5 Networks Inc) | 11,445 -10.6% | USD 2,967,231 -11.5% | USD 259.26 -1.0% | |
| TXN (Texas Instruments Incorporated) | 15,228 -10.6% | USD 2,943,725 -11.4% | USD 193.31 -0.9% | |
| CSCO (Cisco Systems Inc) | 39,340 -10.6% | USD 2,934,371 -10.3% | USD 74.59 0.3% | |
| 4307.T (Nomura Research Institute, Ltd.) | 75,000 -10.7% | JPY 2,812,826 -9.4% | JPY 37.5043 1.5% | |
| ANET (Arista Networks) | 19,995 -10.7% | USD 2,726,118 -12.0% | USD 136.34 -1.5% | |
| SGE.L (Sage Group PLC) | 192,640 -10.6% | GBP 2,688,745 -9.5% | GBP 13.9574 1.3% | |
| DT (Dynatrace Holdings LLC) | 60,811 -10.7% | USD 2,480,481 -11.2% | USD 40.79 -0.7% | |
| DOCU (DocuSign Inc) | 38,759 -10.7% | USD 2,227,092 -10.8% | USD 57.46 -0.1% | |
| NTNX (Nutanix Inc) | 50,784 -10.7% | USD 2,174,063 -11.1% | USD 42.81 -0.4% | |
| KLAC (KLA-Tencor Corporation) | 1,327 -10.3% | USD 2,007,459 -9.6% | USD 1512.78 0.9% | |
| STMPA.PA (STMicroelectronics NV) | 68,959 -10.7% | EUR 1,998,586 -10.5% | EUR 28.9822 0.2% | |
| CLS.TO (Celestica Inc.) | 5,591 -10.6% | CAD 1,691,404 -6.8% | CAD 302.523 4.3% | |
| QCOM (Qualcomm Incorporated) | 10,651 -10.8% | USD 1,659,639 -11.9% | USD 155.82 -1.3% | |
| 6841.T (Yokogawa Electric Corporation) | 45,100 -10.7% | JPY 1,507,184 -9.9% | JPY 33.4187 0.9% | |
| OTEX.TO (Open Text Corp) | 50,833 -10.8% | CAD 1,462,575 -11.2% | CAD 28.7722 -0.5% | |
| 6857.T (Advantest Corporation) | 9,200 -8.9% | JPY 1,369,105 -6.0% | JPY 148.816 3.2% | |
| MDB (MongoDB) | 3,042 -10.8% | USD 1,212,815 -12.1% | USD 398.69 -1.5% | |
| APP (Applovin Corp) | 2,242 -10.7% | USD 1,175,727 -10.3% | USD 524.41 0.5% | |
| CRWD (Crowdstrike Holdings Inc) | 2,567 -10.7% | USD 1,161,542 -10.9% | USD 452.49 -0.3% | |
| MNDY (Monday.Com Ltd) | 8,534 -10.9% | USD 1,103,617 -9.8% | USD 129.32 1.3% | |
| 6861.T (Keyence Corporation) | 1,900 -26.9% | JPY 714,866 -26.6% | JPY 376.245 0.5% | |
| TEL (TE Connectivity Ltd) | 2,929 -11.2% | USD 655,627 -14.1% | USD 223.84 -3.2% | |
| SNOW (Snowflake Inc.) | 3,024 -11.3% | USD 634,103 -12.0% | USD 209.69 -0.7% | |
| CIEN (Ciena Corp) | 2,760 -11.3% | USD 632,426 -11.6% | USD 229.14 -0.4% | |
| 6146.T (Disco Corporation) | 1,300 | JPY 558,676 -0.7% | JPY 429.751 -0.7% | |
| MPWR (Monolithic Power Systems Inc) | 448 -10.8% | USD 476,556 -11.8% | USD 1063.74 -1.2% | |
| CSU.TO (Constellation Software Inc.) | 212 -11.3% | CAD 429,249 -8.6% | CAD 2024.76 3.0% | |
| DDOG (Datadog Inc) | 3,208 7.1% | USD 417,457 6.2% | USD 130.13 -0.9% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 4,852 -11.8% | USD 408,441 -12.2% | USD 84.1799 -0.5% | |
| MSTR (MicroStrategy Incorporated) | 2,469 -11.9% | USD 402,719 -10.7% | USD 163.11 1.3% | |
| WDAY (Workday Inc) | 2,103 -11.7% | USD 398,014 -11.2% | USD 189.26 0.6% | |
| FICO (Fair Isaac Corporation) | 253 -9.6% | USD 390,807 -10.4% | USD 1544.69 -0.8% | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 18,400 -8.9% | JPY 387,748 -8.8% | JPY 21.0733 0.1% | |
| ASM.AS (ASM International NV) | 461 -10.5% | EUR 385,702 -10.5% | EUR 836.664 0.0% | |
| MCHP (Microchip Technology Inc) | 5,119 -11.9% | USD 382,440 -12.8% | USD 74.7099 -1.0% | |
| ZS (Zscaler Inc) | 1,790 -12.0% | USD 375,220 -11.4% | USD 209.62 0.6% | |
| DELL (Dell Technologies Inc) | 3,179 -12.0% | USD 366,952 -13.3% | USD 115.43 -1.5% | |
| TER (Teradyne Inc) | 1,532 -11.9% | USD 351,104 -11.9% | USD 229.18 0.0% | |
| FSLR (First Solar Inc) | 1,105 -12.2% | USD 267,576 -11.3% | USD 242.15 1.0% | |
| ENTG (Entegris Inc) | 2,237 -12.0% | USD 256,595 -14.9% | USD 114.705 -3.2% | |
| 6920.T (Lasertec Corporation) | 1,100 | JPY 253,860 -5.6% | JPY 230.782 -5.6% | |
| 6762.T (TDK Corporation) | 19,700 -12.1% | JPY 249,186 -11.6% | JPY 12.649 0.5% | |
| ON (ON Semiconductor Corporation) | 4,004 -12.4% | USD 248,168 -13.9% | USD 61.98 -1.7% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 2,000 | JPY 246,972 -0.7% | JPY 123.486 -0.7% | |
| 6723.T (Renesas Electronics Corporation) | 15,500 -10.4% | JPY 246,398 -10.4% | JPY 15.8966 0.0% | |
| OKTA (Okta Inc) | 2,673 -12.4% | USD 242,601 -13.1% | USD 90.7598 -0.8% | |
| CAP.PA (Capgemini SE) | 1,472 -12.8% | EUR 235,981 -12.4% | EUR 160.313 0.5% | |
| PSTG (Pure Storage Inc) | 3,293 -12.2% | USD 229,687 -14.3% | USD 69.7501 -2.3% | |
| 7751.T (Canon Inc.) | 7,800 -10.3% | JPY 229,045 -10.7% | JPY 29.3647 -0.4% | |
| 4901.T (FUJIFILM Holdings Corporation) | 11,100 -7.5% | JPY 227,455 -6.7% | JPY 20.4914 0.8% | |
| FLEX (Flex Ltd) | 3,549 -12.4% | USD 226,337 -13.7% | USD 63.7749 -1.5% | |
| 6971.T (Kyocera Corporation) | 14,200 -11.3% | JPY 209,702 -11.1% | JPY 14.7677 0.1% | |
| CRDO (Credo Technology Group Holding Ltd) | 1,474 -12.8% | USD 196,278 -14.0% | USD 133.16 -1.4% | |
| TWLO (Twilio Inc) | 1,445 -12.1% | USD 185,394 -10.7% | USD 128.3 1.5% | |
| PTC (PTC Inc) | 1,138 -12.5% | USD 184,515 -13.8% | USD 162.14 -1.6% | |
| 4768.T (Otsuka Corporation) | 9,000 -9.1% | JPY 183,455 -9.3% | JPY 20.3839 -0.3% | |
| ZM (Zoom Video Communications Inc) | 2,138 -12.2% | USD 183,398 -11.0% | USD 85.7802 1.3% | |
| VRSN (VeriSign Inc) | 720 -13.0% | USD 180,432 -13.4% | USD 250.6 -0.4% | |
| BESI.AS (BE Semiconductor Industries NV) | 860 -12.0% | EUR 177,001 -11.8% | EUR 205.815 0.2% | |
| HPQ (HP Inc) | 8,847 -12.5% | USD 171,897 -14.2% | USD 19.43 -2.0% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 170,231 1.4% | JPY 70.9296 1.4% | |
| CHKP (Check Point Software Technologies Ltd) | 933 -11.9% | USD 169,088 -10.4% | USD 181.23 1.7% | |
| GIB-A.TO (CGI Inc) | 1,847 -12.8% | CAD 164,577 -11.9% | CAD 89.105 0.9% | |
| SMCI (Super Micro Computer Inc) | 5,175 -12.3% | USD 164,048 -14.4% | USD 31.7001 -2.3% | |
| TYL (Tyler Technologies Inc) | 377 -12.5% | USD 163,905 -13.7% | USD 434.761 -1.3% | |
| TRMB (Trimble Inc) | 2,247 -12.6% | USD 159,964 -13.0% | USD 71.19 -0.4% | |
| GDDY (Godaddy Inc) | 1,460 -11.9% | USD 151,402 -13.8% | USD 103.7 -2.2% | |
| HLMA.L (Halma PLC) | 2,970 -12.2% | GBP 146,557 -13.1% | GBP 49.3458 -0.9% | |
| ZBRA (Zebra Technologies Corporation) | 561 -11.4% | USD 134,943 -13.6% | USD 240.54 -2.5% | |
| IONQ (IONQ Inc) | 2,805 -12.4% | USD 132,536 -16.1% | USD 47.2499 -4.2% | |
| BSY (Bentley Systems Inc) | 3,388 -12.5% | USD 131,590 -13.3% | USD 38.84 -0.9% | |
| 4684.T (OBIC Co.,Ltd.) | 4,400 -17.0% | JPY 130,095 -17.0% | JPY 29.567 0.0% | |
| 3626.T (TIS Inc.) | 4,200 | JPY 127,316 0.7% | JPY 30.3133 0.7% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 123,067 0.0% | JPY 39.699 0.0% | |
| DSG.TO (Descartes Systems Group Inc) | 1,444 -12.1% | CAD 117,660 -12.3% | CAD 81.482 -0.3% | |
| IOT (Samsara Inc) | 3,600 -12.3% | USD 115,560 -12.2% | USD 32.1 0.1% | |
| 7701.T (Shimadzu Corporation) | 3,700 -19.6% | JPY 103,408 -17.5% | JPY 27.9481 2.6% | |
| NEM.DE (Nemetschek SE) | 1,100 -11.6% | EUR 100,556 -10.2% | EUR 91.4145 1.5% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 1,057,359 | USD 195,442,238 0.8% | USD 184.84 0.8% | |
| AAPL (Apple Inc) | 577,149 | USD 143,334,954 0.3% | USD 248.35 0.3% | |
| MSFT (Microsoft Corporation) | 267,532 | USD 120,694,386 1.6% | USD 451.14 1.6% | |
| AVGO (Broadcom Inc) | 192,979 | USD 62,812,735 -1.0% | USD 325.49 -1.0% | |
| ASML.AS (ASML Holding NV) | 27,741 | EUR 38,291,705 2.1% | EUR 1380.33 2.1% | |
| SAP.DE (SAP SE) | 91,538 | EUR 20,389,976 -0.4% | EUR 222.749 -0.4% | |
| LRCX (Lam Research Corp) | 72,865 | USD 16,081,306 -3.4% | USD 220.7 -3.4% | |
| NOW (ServiceNow Inc) | 115,316 | USD 14,825,025 2.6% | USD 128.56 2.6% | |
| PANW (Palo Alto Networks Inc) | 75,089 | USD 13,686,472 0.4% | USD 182.27 0.4% | |
| INTU (Intuit Inc) | 24,958 | USD 13,669,247 4.3% | USD 547.69 4.3% | |
| ADBE (Adobe Systems Incorporated) | 45,022 | USD 13,494,444 1.9% | USD 299.73 1.9% | |
| NXPI (NXP Semiconductors NV) | 56,258 | USD 13,319,082 1.3% | USD 236.75 1.3% | |
| ADSK (Autodesk Inc) | 47,540 | USD 12,824,866 4.8% | USD 269.77 4.8% | |
| MU (Micron Technology Inc) | 31,108 | USD 12,367,919 2.2% | USD 397.58 2.2% | |
| SNPS (Synopsys Inc) | 22,433 | USD 11,428,941 -2.4% | USD 509.47 -2.4% | |
| 6702.T (Fujitsu Limited) | 384,400 | JPY 10,518,710 -1.2% | JPY 27.364 -1.2% | |
| INTC (Intel Corporation) | 192,310 | USD 10,446,279 0.1% | USD 54.32 0.1% | |
| CDNS (Cadence Design Systems Inc) | 32,209 | USD 10,213,152 1.0% | USD 317.09 1.0% | |
| ORCL (Oracle Corporation) | 53,500 | USD 9,532,630 2.5% | USD 178.18 2.5% | |
| ADI (Analog Devices Inc) | 30,056 | USD 9,272,877 1.2% | USD 308.52 1.2% | |
| 8035.T (Tokyo Electron Limited) | 33,400 | JPY 8,960,359 3.0% | JPY 268.274 3.0% | |
| 6701.T (NEC Corporation) | 235,600 | JPY 8,476,960 -2.0% | JPY 35.9803 -2.0% | |
| IFX.DE (Infineon Technologies AG) | 146,849 | EUR 7,337,620 3.9% | EUR 49.9671 3.9% | |
| CRM (Salesforce.com Inc) | 31,548 | USD 7,195,783 2.9% | USD 228.09 2.9% | |
| PLTR (Palantir Technologies Inc) | 42,370 | USD 7,029,183 0.3% | USD 165.9 0.3% | |
| HPE (Hewlett Packard Enterprise Co) | 292,840 | USD 6,255,062 1.6% | USD 21.36 1.6% | |
| SHOP.TO (Shopify Inc) | 40,255 | CAD 5,532,310 -1.0% | CAD 137.432 -1.0% | |
| ACN (Accenture plc) | 17,199 | USD 4,903,263 1.6% | USD 285.09 1.6% | |
| NOKIA.HE (Nokia Oyj) | 690,313 | EUR 4,501,862 1.5% | EUR 6.52148 1.5% | |
| NTAP (NetApp Inc) | 44,694 | USD 4,435,880 2.2% | USD 99.25 2.2% | |
| DSY.PA (Dassault Systemes SE) | 149,890 | EUR 4,164,683 1.1% | EUR 27.7849 1.1% | |
| IT (Gartner Inc) | 16,880 | USD 4,002,586 2.0% | USD 237.12 2.0% | |
| HUBS (HubSpot Inc) | 10,961 | USD 3,502,040 5.7% | USD 319.5 5.7% | |
| MRVL (Marvell Technology Group Ltd) | 41,903 | USD 3,482,139 0.7% | USD 83.1 0.7% | |
| FTNT (Fortinet Inc) | 43,787 | USD 3,398,747 2.5% | USD 77.62 2.5% | |
| FFIV (F5 Networks Inc) | 12,804 | USD 3,354,648 0.2% | USD 262 0.2% | |
| TXN (Texas Instruments Incorporated) | 17,037 | USD 3,322,045 0.3% | USD 194.99 0.3% | |
| CSCO (Cisco Systems Inc) | 44,020 | USD 3,272,007 0.9% | USD 74.33 0.9% | |
| 4307.T (Nomura Research Institute, Ltd.) | 84,000 | JPY 3,105,062 -1.2% | JPY 36.965 -1.2% | |
| ANET (Arista Networks) | 22,380 | USD 3,097,616 8.7% | USD 138.41 8.7% | |
| SGE.L (Sage Group PLC) | 215,590 | GBP 2,971,211 0.1% | GBP 13.7818 0.1% | |
| DT (Dynatrace Holdings LLC) | 68,065 | USD 2,794,749 4.2% | USD 41.06 4.2% | |
| DOCU (DocuSign Inc) | 43,403 | USD 2,495,673 2.6% | USD 57.5 2.6% | |
| NTNX (Nutanix Inc) | 56,868 | USD 2,444,187 3.4% | USD 42.98 3.4% | |
| STMPA.PA (STMicroelectronics NV) | 77,248 | EUR 2,233,797 1.9% | EUR 28.9172 1.9% | |
| KLAC (KLA-Tencor Corporation) | 1,480 | USD 2,220,000 -1.3% | USD 1500 -1.3% | |
| QCOM (Qualcomm Incorporated) | 11,938 | USD 1,883,816 0.9% | USD 157.8 0.9% | |
| CLS.TO (Celestica Inc.) | 6,257 | CAD 1,814,609 -6.6% | CAD 290.013 -6.6% | |
| 6841.T (Yokogawa Electric Corporation) | 50,500 | JPY 1,672,601 1.0% | JPY 33.1208 1.0% | |
| OTEX.TO (Open Text Corp) | 57,007 | CAD 1,647,947 0.7% | CAD 28.9078 0.7% | |
| 6857.T (Advantest Corporation) | 10,100 | JPY 1,456,792 4.8% | JPY 144.237 4.8% | |
| MDB (MongoDB) | 3,411 | USD 1,380,227 6.1% | USD 404.64 6.1% | |
| APP (Applovin Corp) | 2,512 | USD 1,311,113 -2.0% | USD 521.94 -2.0% | |
| CRWD (Crowdstrike Holdings Inc) | 2,873 | USD 1,303,681 1.8% | USD 453.77 1.8% | |
| MNDY (Monday.Com Ltd) | 9,578 | USD 1,222,919 0.4% | USD 127.68 0.4% | |
| 6861.T (Keyence Corporation) | 2,600 | JPY 973,400 -0.5% | JPY 374.385 -0.5% | |
| TEL (TE Connectivity Ltd) | 3,298 | USD 762,992 0.2% | USD 231.35 0.2% | |
| SNOW (Snowflake Inc.) | 3,411 | USD 720,164 2.2% | USD 211.13 2.2% | |
| CIEN (Ciena Corp) | 3,111 | USD 715,623 -0.8% | USD 230.03 -0.8% | |
| 6146.T (Disco Corporation) | 1,300 | JPY 562,688 16.9% | JPY 432.837 16.9% | |
| MPWR (Monolithic Power Systems Inc) | 502 | USD 540,488 0.2% | USD 1076.67 0.2% | |
| CSU.TO (Constellation Software Inc.) | 239 | CAD 469,779 0.2% | CAD 1965.6 0.2% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 5,500 | USD 465,355 0.7% | USD 84.61 0.7% | |
| MSTR (MicroStrategy Incorporated) | 2,802 | USD 451,066 -1.7% | USD 160.98 -1.7% | |
| WDAY (Workday Inc) | 2,382 | USD 448,245 2.6% | USD 188.18 2.6% | |
| MCHP (Microchip Technology Inc) | 5,812 | USD 438,632 -1.0% | USD 75.4701 -1.0% | |
| FICO (Fair Isaac Corporation) | 280 | USD 435,946 1.4% | USD 1556.95 1.4% | |
| ASM.AS (ASM International NV) | 515 | EUR 430,969 -0.1% | EUR 836.833 -0.1% | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 20,200 | JPY 425,116 0.9% | JPY 21.0453 0.9% | |
| ZS (Zscaler Inc) | 2,033 | USD 423,494 -0.2% | USD 208.31 -0.2% | |
| DELL (Dell Technologies Inc) | 3,611 | USD 423,101 3.5% | USD 117.17 3.5% | |
| TER (Teradyne Inc) | 1,739 | USD 398,474 -1.2% | USD 229.14 -1.2% | |
| DDOG (Datadog Inc) | 2,995 | USD 393,094 6.3% | USD 131.25 6.3% | |
| FSLR (First Solar Inc) | 1,258 | USD 301,517 -1.7% | USD 239.68 -1.7% | |
| ENTG (Entegris Inc) | 2,543 | USD 301,396 -1.0% | USD 118.52 -1.0% | |
| ON (ON Semiconductor Corporation) | 4,571 | USD 288,293 -0.1% | USD 63.07 -0.1% | |
| 6762.T (TDK Corporation) | 22,400 | JPY 281,944 0.7% | JPY 12.5868 0.7% | |
| OKTA (Okta Inc) | 3,051 | USD 279,044 2.8% | USD 91.4598 2.8% | |
| 6723.T (Renesas Electronics Corporation) | 17,300 | JPY 274,920 4.5% | JPY 15.8913 4.5% | |
| CAP.PA (Capgemini SE) | 1,688 | EUR 269,364 2.1% | EUR 159.576 2.1% | |
| 6920.T (Lasertec Corporation) | 1,100 | JPY 268,924 5.7% | JPY 244.476 5.7% | |
| PSTG (Pure Storage Inc) | 3,752 | USD 267,968 -0.4% | USD 71.42 -0.4% | |
| FLEX (Flex Ltd) | 4,053 | USD 262,310 -2.8% | USD 64.72 -2.8% | |
| 7751.T (Canon Inc.) | 8,700 | JPY 256,574 0.6% | JPY 29.4913 0.6% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 2,000 | JPY 248,769 9.5% | JPY 124.384 9.5% | |
| 4901.T (FUJIFILM Holdings Corporation) | 12,000 | JPY 243,833 -0.8% | JPY 20.3194 -0.8% | |
| 6971.T (Kyocera Corporation) | 16,000 | JPY 235,930 2.1% | JPY 14.7456 2.1% | |
| CRDO (Credo Technology Group Holding Ltd) | 1,690 | USD 228,319 -2.9% | USD 135.1 -2.9% | |
| PTC (PTC Inc) | 1,300 | USD 214,123 2.1% | USD 164.71 2.1% | |
| VRSN (VeriSign Inc) | 828 | USD 208,242 -0.5% | USD 251.5 -0.5% | |
| TWLO (Twilio Inc) | 1,643 | USD 207,708 5.1% | USD 126.42 5.1% | |
| ZM (Zoom Video Communications Inc) | 2,435 | USD 206,123 4.3% | USD 84.6501 4.3% | |
| 4768.T (Otsuka Corporation) | 9,900 | JPY 202,349 -0.3% | JPY 20.4393 -0.3% | |
| BESI.AS (BE Semiconductor Industries NV) | 977 | EUR 200,614 0.8% | EUR 205.337 0.8% | |
| HPQ (HP Inc) | 10,107 | USD 200,422 1.5% | USD 19.83 1.5% | |
| SMCI (Super Micro Computer Inc) | 5,904 | USD 191,585 0.7% | USD 32.45 0.7% | |
| TYL (Tyler Technologies Inc) | 431 | USD 189,890 1.4% | USD 440.58 1.4% | |
| CHKP (Check Point Software Technologies Ltd) | 1,059 | USD 188,671 2.2% | USD 178.16 2.2% | |
| GIB-A.TO (CGI Inc) | 2,117 | CAD 186,876 0.0% | CAD 88.274 0.0% | |
| TRMB (Trimble Inc) | 2,571 | USD 183,775 1.8% | USD 71.48 1.8% | |
| GDDY (Godaddy Inc) | 1,658 | USD 175,715 1.8% | USD 105.98 1.8% | |
| HLMA.L (Halma PLC) | 3,384 | GBP 168,579 0.0% | GBP 49.8165 0.0% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 167,858 -0.6% | JPY 69.9408 -0.6% | |
| IONQ (IONQ Inc) | 3,201 | USD 157,905 2.1% | USD 49.3299 2.1% | |
| 4684.T (OBIC Co.,Ltd.) | 5,300 | JPY 156,738 -0.3% | JPY 29.5732 -0.3% | |
| ZBRA (Zebra Technologies Corporation) | 633 | USD 156,243 1.6% | USD 246.829 1.6% | |
| BSY (Bentley Systems Inc) | 3,874 | USD 151,861 2.9% | USD 39.2001 2.9% | |
| DSG.TO (Descartes Systems Group Inc) | 1,642 | CAD 134,203 -0.2% | CAD 81.7314 -0.2% | |
| IOT (Samsara Inc) | 4,104 | USD 131,656 0.9% | USD 32.0799 0.9% | |
| 3626.T (TIS Inc.) | 4,200 | JPY 126,382 -0.8% | JPY 30.091 -0.8% | |
| 7701.T (Shimadzu Corporation) | 4,600 | JPY 125,352 1.3% | JPY 27.2504 1.3% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 123,006 -0.8% | JPY 39.6794 -0.8% | |
| NEM.DE (Nemetschek SE) | 1,244 | EUR 112,028 3.6% | EUR 90.0547 3.6% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 1,057,359 | USD 193,835,052 2.9% | USD 183.32 2.9% | |
| AAPL (Apple Inc) | 577,149 | USD 142,930,950 0.4% | USD 247.65 0.4% | |
| MSFT (Microsoft Corporation) | 267,532 | USD 118,813,637 -2.3% | USD 444.11 -2.3% | |
| AVGO (Broadcom Inc) | 192,979 | USD 63,451,495 -1.1% | USD 328.8 -1.1% | |
| ASML.AS (ASML Holding NV) | 27,741 | EUR 37,487,716 1.1% | EUR 1351.35 1.1% | |
| SAP.DE (SAP SE) | 91,538 | EUR 20,463,778 -1.7% | EUR 223.555 -1.7% | |
| LRCX (Lam Research Corp) | 72,865 | USD 16,641,637 2.7% | USD 228.39 2.7% | |
| NOW (ServiceNow Inc) | 115,316 | USD 14,449,095 -0.1% | USD 125.3 -0.1% | |
| PANW (Palo Alto Networks Inc) | 75,089 | USD 13,626,401 -1.4% | USD 181.47 -1.4% | |
| ADBE (Adobe Systems Incorporated) | 45,022 | USD 13,246,823 1.3% | USD 294.23 1.3% | |
| NXPI (NXP Semiconductors NV) | 56,258 | USD 13,148,620 1.3% | USD 233.72 1.3% | |
| INTU (Intuit Inc) | 24,958 | USD 13,100,953 -0.8% | USD 524.92 -0.8% | |
| ADSK (Autodesk Inc) | 47,540 | USD 12,238,698 1.4% | USD 257.44 1.4% | |
| MU (Micron Technology Inc) | 31,108 | USD 12,104,434 6.6% | USD 389.11 6.6% | |
| SNPS (Synopsys Inc) | 22,433 | USD 11,708,904 2.1% | USD 521.95 2.1% | |
| 6702.T (Fujitsu Limited) | 384,400 | JPY 10,646,530 -0.3% | JPY 27.6965 -0.3% | |
| INTC (Intel Corporation) | 192,310 | USD 10,432,818 11.7% | USD 54.25 11.7% | |
| CDNS (Cadence Design Systems Inc) | 32,209 | USD 10,108,473 2.2% | USD 313.84 2.2% | |
| ORCL (Oracle Corporation) | 53,500 | USD 9,302,580 -3.4% | USD 173.88 -3.4% | |
| ADI (Analog Devices Inc) | 30,056 | USD 9,166,178 3.1% | USD 304.97 3.1% | |
| 8035.T (Tokyo Electron Limited) | 33,400 | JPY 8,699,643 0.1% | JPY 260.468 0.1% | |
| 6701.T (NEC Corporation) | 235,600 | JPY 8,647,279 -1.7% | JPY 36.7032 -1.7% | |
| IFX.DE (Infineon Technologies AG) | 146,849 | EUR 7,059,298 1.3% | EUR 48.0718 1.3% | |
| PLTR (Palantir Technologies Inc) | 42,370 | USD 7,005,032 -1.9% | USD 165.33 -1.9% | |
| CRM (Salesforce.com Inc) | 31,548 | USD 6,990,406 0.7% | USD 221.58 0.7% | |
| HPE (Hewlett Packard Enterprise Co) | 292,840 | USD 6,155,497 3.1% | USD 21.02 3.1% | |
| SHOP.TO (Shopify Inc) | 40,255 | CAD 5,589,052 -4.0% | CAD 138.841 -4.0% | |
| ACN (Accenture plc) | 17,199 | USD 4,828,103 2.9% | USD 280.72 2.9% | |
| NOKIA.HE (Nokia Oyj) | 690,313 | EUR 4,436,461 -1.2% | EUR 6.42674 -1.2% | |
| NTAP (NetApp Inc) | 44,694 | USD 4,339,340 3.2% | USD 97.09 3.2% | |
| DSY.PA (Dassault Systemes SE) | 149,890 | EUR 4,118,422 -0.1% | EUR 27.4763 -0.1% | |
| IT (Gartner Inc) | 16,880 | USD 3,923,587 4.8% | USD 232.44 4.8% | |
| MRVL (Marvell Technology Group Ltd) | 41,903 | USD 3,459,093 3.4% | USD 82.55 3.4% | |
| FFIV (F5 Networks Inc) | 12,804 | USD 3,348,886 0.7% | USD 261.55 0.7% | |
| FTNT (Fortinet Inc) | 43,787 | USD 3,316,865 0.4% | USD 75.75 0.4% | |
| HUBS (HubSpot Inc) | 10,961 | USD 3,313,730 -0.8% | USD 302.32 -0.8% | |
| TXN (Texas Instruments Incorporated) | 17,037 | USD 3,312,163 2.5% | USD 194.41 2.5% | |
| CSCO (Cisco Systems Inc) | 44,020 | USD 3,243,834 0.5% | USD 73.69 0.5% | |
| 4307.T (Nomura Research Institute, Ltd.) | 84,000 | JPY 3,141,472 -2.1% | JPY 37.3985 -2.1% | |
| SGE.L (Sage Group PLC) | 215,590 | GBP 2,967,206 -1.8% | GBP 13.7632 -1.8% | |
| ANET (Arista Networks) | 22,380 | USD 2,848,750 -0.2% | USD 127.29 -0.2% | |
| DT (Dynatrace Holdings LLC) | 68,065 | USD 2,681,761 1.8% | USD 39.4 1.8% | |
| DOCU (DocuSign Inc) | 43,403 | USD 2,431,870 0.4% | USD 56.03 0.4% | |
| NTNX (Nutanix Inc) | 56,868 | USD 2,364,003 -3.8% | USD 41.57 -3.8% | |
| KLAC (KLA-Tencor Corporation) | 1,480 | USD 2,249,600 2.3% | USD 1520 2.3% | |
| STMPA.PA (STMicroelectronics NV) | 77,248 | EUR 2,191,190 3.0% | EUR 28.3657 3.0% | |
| CLS.TO (Celestica Inc.) | 6,257 | CAD 1,942,375 0.1% | CAD 310.432 0.1% | |
| QCOM (Qualcomm Incorporated) | 11,938 | USD 1,866,745 1.5% | USD 156.37 1.5% | |
| 6841.T (Yokogawa Electric Corporation) | 50,500 | JPY 1,656,575 -1.4% | JPY 32.8035 -1.4% | |
| OTEX.TO (Open Text Corp) | 57,007 | CAD 1,636,031 -0.3% | CAD 28.6988 -0.3% | |
| 6857.T (Advantest Corporation) | 10,100 | JPY 1,389,735 1.1% | JPY 137.598 1.1% | |
| APP (Applovin Corp) | 2,512 | USD 1,337,791 -5.8% | USD 532.56 -5.8% | |
| MDB (MongoDB) | 3,411 | USD 1,301,092 -0.9% | USD 381.44 -0.9% | |
| CRWD (Crowdstrike Holdings Inc) | 2,873 | USD 1,281,013 0.7% | USD 445.88 0.7% | |
| MNDY (Monday.Com Ltd) | 9,578 | USD 1,217,651 0.2% | USD 127.13 0.2% | |
| 6861.T (Keyence Corporation) | 2,600 | JPY 978,112 -2.1% | JPY 376.197 -2.1% | |
| TEL (TE Connectivity Ltd) | 3,298 | USD 761,838 -1.0% | USD 231 -1.0% | |
| CIEN (Ciena Corp) | 3,111 | USD 721,410 -3.9% | USD 231.89 -3.9% | |
| SNOW (Snowflake Inc.) | 3,411 | USD 704,372 0.1% | USD 206.5 0.1% | |
| MPWR (Monolithic Power Systems Inc) | 502 | USD 539,615 3.9% | USD 1074.93 3.9% | |
| 6146.T (Disco Corporation) | 1,300 | JPY 481,250 -2.6% | JPY 370.192 -2.6% | |
| CSU.TO (Constellation Software Inc.) | 239 | CAD 468,853 1.7% | CAD 1961.73 1.7% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 5,500 | USD 462,165 2.2% | USD 84.03 2.2% | |
| MSTR (MicroStrategy Incorporated) | 2,802 | USD 458,996 2.2% | USD 163.81 2.2% | |
| MCHP (Microchip Technology Inc) | 5,812 | USD 442,874 4.1% | USD 76.1999 4.1% | |
| WDAY (Workday Inc) | 2,382 | USD 436,883 0.2% | USD 183.41 0.2% | |
| ASM.AS (ASM International NV) | 515 | EUR 431,258 0.4% | EUR 837.394 0.4% | |
| FICO (Fair Isaac Corporation) | 280 | USD 429,951 2.7% | USD 1535.54 2.7% | |
| ZS (Zscaler Inc) | 2,033 | USD 424,206 1.1% | USD 208.66 1.1% | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 20,200 | JPY 421,325 -0.4% | JPY 20.8577 -0.4% | |
| DELL (Dell Technologies Inc) | 3,611 | USD 408,982 2.0% | USD 113.26 2.0% | |
| TER (Teradyne Inc) | 1,739 | USD 403,257 3.5% | USD 231.89 3.5% | |
| DDOG (Datadog Inc) | 2,995 | USD 369,763 5.5% | USD 123.46 5.5% | |
| FSLR (First Solar Inc) | 1,258 | USD 306,600 0.7% | USD 243.72 0.7% | |
| ENTG (Entegris Inc) | 2,543 | USD 304,499 4.1% | USD 119.74 4.1% | |
| ON (ON Semiconductor Corporation) | 4,571 | USD 288,567 5.1% | USD 63.13 5.1% | |
| 6762.T (TDK Corporation) | 22,400 | JPY 280,044 -0.3% | JPY 12.502 -0.3% | |
| OKTA (Okta Inc) | 3,051 | USD 271,356 1.4% | USD 88.94 1.4% | |
| FLEX (Flex Ltd) | 4,053 | USD 269,930 3.4% | USD 66.6001 3.4% | |
| PSTG (Pure Storage Inc) | 3,752 | USD 269,168 2.4% | USD 71.7399 2.4% | |
| CAP.PA (Capgemini SE) | 1,688 | EUR 263,801 0.0% | EUR 156.28 0.0% | |
| 6723.T (Renesas Electronics Corporation) | 17,300 | JPY 263,084 1.9% | JPY 15.2072 1.9% | |
| 7751.T (Canon Inc.) | 8,700 | JPY 255,146 -0.9% | JPY 29.3271 -0.9% | |
| 6920.T (Lasertec Corporation) | 1,100 | JPY 254,464 1.4% | JPY 231.331 1.4% | |
| 4901.T (FUJIFILM Holdings Corporation) | 12,000 | JPY 245,893 -2.3% | JPY 20.4911 -2.3% | |
| CRDO (Credo Technology Group Holding Ltd) | 1,690 | USD 235,180 -9.2% | USD 139.16 -9.2% | |
| 6971.T (Kyocera Corporation) | 16,000 | JPY 231,027 -0.7% | JPY 14.4392 -0.7% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 2,000 | JPY 227,222 0.1% | JPY 113.611 0.1% | |
| PTC (PTC Inc) | 1,300 | USD 209,716 0.1% | USD 161.32 0.1% | |
| VRSN (VeriSign Inc) | 828 | USD 209,294 1.9% | USD 252.771 1.9% | |
| 4768.T (Otsuka Corporation) | 9,900 | JPY 202,987 0.0% | JPY 20.5037 0.0% | |
| BESI.AS (BE Semiconductor Industries NV) | 977 | EUR 198,989 0.4% | EUR 203.673 0.4% | |
| ZM (Zoom Video Communications Inc) | 2,435 | USD 197,673 -0.2% | USD 81.1799 -0.2% | |
| TWLO (Twilio Inc) | 1,643 | USD 197,604 0.5% | USD 120.27 0.5% | |
| HPQ (HP Inc) | 10,107 | USD 197,390 -1.4% | USD 19.53 -1.4% | |
| SMCI (Super Micro Computer Inc) | 5,904 | USD 190,345 2.6% | USD 32.24 2.6% | |
| TYL (Tyler Technologies Inc) | 431 | USD 187,196 1.4% | USD 434.329 1.4% | |
| GIB-A.TO (CGI Inc) | 2,117 | CAD 186,792 1.2% | CAD 88.2343 1.2% | |
| CHKP (Check Point Software Technologies Ltd) | 1,059 | USD 184,647 -2.4% | USD 174.36 -2.4% | |
| TRMB (Trimble Inc) | 2,571 | USD 180,587 0.9% | USD 70.24 0.9% | |
| GDDY (Godaddy Inc) | 1,658 | USD 172,664 0.6% | USD 104.14 0.6% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 168,909 -2.9% | JPY 70.3788 -2.9% | |
| HLMA.L (Halma PLC) | 3,384 | GBP 168,577 3.1% | GBP 49.8159 3.1% | |
| 4684.T (OBIC Co.,Ltd.) | 5,300 | JPY 157,209 -1.3% | JPY 29.6621 -1.3% | |
| IONQ (IONQ Inc) | 3,201 | USD 154,704 -4.6% | USD 48.3299 -4.6% | |
| ZBRA (Zebra Technologies Corporation) | 633 | USD 153,806 1.8% | USD 242.979 1.8% | |
| BSY (Bentley Systems Inc) | 3,874 | USD 147,599 0.0% | USD 38.0999 0.0% | |
| DSG.TO (Descartes Systems Group Inc) | 1,642 | CAD 134,528 -3.2% | CAD 81.9294 -3.2% | |
| IOT (Samsara Inc) | 4,104 | USD 130,507 -0.6% | USD 31.8 -0.6% | |
| 3626.T (TIS Inc.) | 4,200 | JPY 127,422 -1.1% | JPY 30.3386 -1.1% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 123,969 -1.7% | JPY 39.99 -1.7% | |
| 7701.T (Shimadzu Corporation) | 4,600 | JPY 123,799 -0.3% | JPY 26.9128 -0.3% | |
| NEM.DE (Nemetschek SE) | 1,244 | EUR 108,161 -2.3% | EUR 86.9461 -2.3% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 1,057,359 | USD 188,283,917 -4.4% | USD 178.07 -4.4% | |
| AAPL (Apple Inc) | 577,149 | USD 142,382,658 -3.5% | USD 246.7 -3.5% | |
| MSFT (Microsoft Corporation) | 267,532 | USD 121,598,645 -1.2% | USD 454.52 -1.2% | |
| AVGO (Broadcom Inc) | 192,979 | USD 64,184,815 -5.4% | USD 332.6 -5.4% | |
| ASML.AS (ASML Holding NV) | 27,741 | EUR 37,089,495 2.5% | EUR 1336.99 2.5% | |
| SAP.DE (SAP SE) | 91,538 | EUR 20,827,019 -0.3% | EUR 227.523 -0.3% | |
| LRCX (Lam Research Corp) | 72,865 | USD 16,205,905 -0.2% | USD 222.41 -0.2% | |
| NOW (ServiceNow Inc) | 115,316 | USD 14,460,626 -1.5% | USD 125.4 -1.5% | |
| PANW (Palo Alto Networks Inc) | 75,089 | USD 13,820,881 -1.9% | USD 184.06 -1.9% | |
| INTU (Intuit Inc) | 24,958 | USD 13,201,534 -3.0% | USD 528.95 -3.0% | |
| ADBE (Adobe Systems Incorporated) | 45,022 | USD 13,073,038 -1.9% | USD 290.37 -1.9% | |
| NXPI (NXP Semiconductors NV) | 56,258 | USD 12,978,721 -2.7% | USD 230.7 -2.7% | |
| ADSK (Autodesk Inc) | 47,540 | USD 12,068,980 -4.4% | USD 253.87 -4.4% | |
| SNPS (Synopsys Inc) | 22,433 | USD 11,462,590 -1.0% | USD 510.97 -1.0% | |
| MU (Micron Technology Inc) | 31,108 | USD 11,354,420 0.6% | USD 365 0.6% | |
| 6702.T (Fujitsu Limited) | 384,400 | JPY 10,675,141 -3.8% | JPY 27.7709 -3.8% | |
| CDNS (Cadence Design Systems Inc) | 32,209 | USD 9,888,163 -3.3% | USD 307 -3.3% | |
| ORCL (Oracle Corporation) | 53,500 | USD 9,625,720 -5.8% | USD 179.92 -5.8% | |
| INTC (Intel Corporation) | 192,310 | USD 9,338,574 3.4% | USD 48.56 3.4% | |
| ADI (Analog Devices Inc) | 30,056 | USD 8,886,658 -1.5% | USD 295.67 -1.5% | |
| 6701.T (NEC Corporation) | 235,600 | JPY 8,793,884 -1.7% | JPY 37.3255 -1.7% | |
| 8035.T (Tokyo Electron Limited) | 33,400 | JPY 8,687,574 -2.5% | JPY 260.107 -2.5% | |
| PLTR (Palantir Technologies Inc) | 42,370 | USD 7,140,616 -1.4% | USD 168.53 -1.4% | |
| IFX.DE (Infineon Technologies AG) | 146,849 | EUR 6,970,787 0.4% | EUR 47.4691 0.4% | |
| CRM (Salesforce.com Inc) | 31,548 | USD 6,942,768 -3.1% | USD 220.07 -3.1% | |
| HPE (Hewlett Packard Enterprise Co) | 292,840 | USD 5,971,008 -4.9% | USD 20.39 -4.9% | |
| SHOP.TO (Shopify Inc) | 40,255 | CAD 5,822,518 -6.3% | CAD 144.641 -6.3% | |
| ACN (Accenture plc) | 17,199 | USD 4,690,339 -4.7% | USD 272.71 -4.7% | |
| NOKIA.HE (Nokia Oyj) | 690,313 | EUR 4,490,037 -0.9% | EUR 6.50435 -0.9% | |
| NTAP (NetApp Inc) | 44,694 | USD 4,206,152 -9.4% | USD 94.11 -9.4% | |
| DSY.PA (Dassault Systemes SE) | 149,890 | EUR 4,124,057 1.6% | EUR 27.5139 1.6% | |
| IT (Gartner Inc) | 16,880 | USD 3,744,490 -3.8% | USD 221.83 -3.8% | |
| MRVL (Marvell Technology Group Ltd) | 41,903 | USD 3,343,859 -0.8% | USD 79.8 -0.8% | |
| HUBS (HubSpot Inc) | 10,961 | USD 3,340,803 -2.3% | USD 304.79 -2.3% | |
| FFIV (F5 Networks Inc) | 12,804 | USD 3,325,199 -3.2% | USD 259.7 -3.2% | |
| FTNT (Fortinet Inc) | 43,787 | USD 3,304,167 0.1% | USD 75.46 0.1% | |
| TXN (Texas Instruments Incorporated) | 17,037 | USD 3,230,045 -1.0% | USD 189.59 -1.0% | |
| CSCO (Cisco Systems Inc) | 44,020 | USD 3,228,867 -2.4% | USD 73.35 -2.4% | |
| 4307.T (Nomura Research Institute, Ltd.) | 84,000 | JPY 3,209,802 -0.5% | JPY 38.2119 -0.5% | |
| SGE.L (Sage Group PLC) | 215,590 | GBP 3,021,819 0.8% | GBP 14.0165 0.8% | |
| ANET (Arista Networks) | 22,380 | USD 2,853,898 -1.8% | USD 127.52 -1.8% | |
| DT (Dynatrace Holdings LLC) | 68,065 | USD 2,634,796 -2.9% | USD 38.71 -2.9% | |
| NTNX (Nutanix Inc) | 56,868 | USD 2,457,266 -5.5% | USD 43.21 -5.5% | |
| DOCU (DocuSign Inc) | 43,403 | USD 2,422,755 -1.6% | USD 55.82 -1.6% | |
| KLAC (KLA-Tencor Corporation) | 1,480 | USD 2,199,546 -5.2% | USD 1486.18 -5.2% | |
| STMPA.PA (STMicroelectronics NV) | 77,248 | EUR 2,127,658 2.3% | EUR 27.5432 2.3% | |
| CLS.TO (Celestica Inc.) | 6,257 | CAD 1,940,817 -0.8% | CAD 310.183 -0.8% | |
| QCOM (Qualcomm Incorporated) | 11,938 | USD 1,839,288 -3.4% | USD 154.07 -3.4% | |
| 6841.T (Yokogawa Electric Corporation) | 50,500 | JPY 1,680,296 -0.3% | JPY 33.2732 -0.3% | |
| OTEX.TO (Open Text Corp) | 57,007 | CAD 1,641,607 -1.0% | CAD 28.7966 -1.0% | |
| APP (Applovin Corp) | 2,512 | USD 1,420,586 -0.6% | USD 565.52 -0.6% | |
| 6857.T (Advantest Corporation) | 10,100 | JPY 1,373,973 -3.0% | JPY 136.037 -3.0% | |
| MDB (MongoDB) | 3,411 | USD 1,312,621 -3.7% | USD 384.82 -3.7% | |
| CRWD (Crowdstrike Holdings Inc) | 2,873 | USD 1,271,963 -2.5% | USD 442.73 -2.5% | |
| MNDY (Monday.Com Ltd) | 9,578 | USD 1,215,352 0.1% | USD 126.89 0.1% | |
| 6861.T (Keyence Corporation) | 2,600 | JPY 999,272 -1.0% | JPY 384.335 -1.0% | |
| TEL (TE Connectivity Ltd) | 3,298 | USD 769,324 -3.2% | USD 233.27 -3.2% | |
| CIEN (Ciena Corp) | 3,111 | USD 750,404 -0.9% | USD 241.21 -0.9% | |
| SNOW (Snowflake Inc.) | 3,411 | USD 703,382 -2.0% | USD 206.21 -2.0% | |
| MPWR (Monolithic Power Systems Inc) | 502 | USD 519,314 0.1% | USD 1034.49 0.1% | |
| 6146.T (Disco Corporation) | 1,300 | JPY 493,874 -3.8% | JPY 379.903 -3.8% | |
| CSU.TO (Constellation Software Inc.) | 239 | CAD 461,147 -4.1% | CAD 1929.49 -4.1% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 5,500 | USD 452,155 -3.0% | USD 82.21 -3.0% | |
| MSTR (MicroStrategy Incorporated) | 2,802 | USD 448,964 -7.8% | USD 160.23 -7.8% | |
| WDAY (Workday Inc) | 2,382 | USD 435,882 -2.1% | USD 182.99 -2.1% | |
| ASM.AS (ASM International NV) | 515 | EUR 429,680 3.5% | EUR 834.33 3.5% | |
| MCHP (Microchip Technology Inc) | 5,812 | USD 425,264 -2.0% | USD 73.17 -2.0% | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 20,200 | JPY 422,840 -3.6% | JPY 20.9327 -3.6% | |
| ZS (Zscaler Inc) | 2,033 | USD 419,449 -3.6% | USD 206.32 -3.6% | |
| FICO (Fair Isaac Corporation) | 280 | USD 418,460 -4.6% | USD 1494.5 -4.6% | |
| DELL (Dell Technologies Inc) | 3,611 | USD 401,074 -7.8% | USD 111.07 -7.8% | |
| TER (Teradyne Inc) | 1,739 | USD 389,501 -1.8% | USD 223.98 -1.8% | |
| DDOG (Datadog Inc) | 2,995 | USD 350,415 -1.7% | USD 117 -1.7% | |
| FSLR (First Solar Inc) | 1,258 | USD 304,574 -0.7% | USD 242.11 -0.7% | |
| ENTG (Entegris Inc) | 2,543 | USD 292,445 -2.0% | USD 115 -2.0% | |
| 6762.T (TDK Corporation) | 22,400 | JPY 280,895 -1.6% | JPY 12.54 -1.6% | |
| ON (ON Semiconductor Corporation) | 4,571 | USD 274,534 -0.4% | USD 60.0599 -0.4% | |
| OKTA (Okta Inc) | 3,051 | USD 267,603 -2.1% | USD 87.7099 -2.1% | |
| CAP.PA (Capgemini SE) | 1,688 | EUR 263,892 -2.0% | EUR 156.334 -2.0% | |
| PSTG (Pure Storage Inc) | 3,752 | USD 262,865 -3.9% | USD 70.06 -3.9% | |
| FLEX (Flex Ltd) | 4,053 | USD 261,033 -0.7% | USD 64.4049 -0.7% | |
| CRDO (Credo Technology Group Holding Ltd) | 1,690 | USD 258,942 1.5% | USD 153.22 1.5% | |
| 6723.T (Renesas Electronics Corporation) | 17,300 | JPY 258,073 1.5% | JPY 14.9175 1.5% | |
| 7751.T (Canon Inc.) | 8,700 | JPY 257,582 0.3% | JPY 29.6071 0.3% | |
| 4901.T (FUJIFILM Holdings Corporation) | 12,000 | JPY 251,800 -2.3% | JPY 20.9833 -2.3% | |
| 6920.T (Lasertec Corporation) | 1,100 | JPY 250,945 -2.6% | JPY 228.132 -2.6% | |
| 6971.T (Kyocera Corporation) | 16,000 | JPY 232,551 0.7% | JPY 14.5344 0.7% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 2,000 | JPY 226,992 -0.8% | JPY 113.496 -0.8% | |
| PTC (PTC Inc) | 1,300 | USD 209,443 -3.4% | USD 161.11 -3.4% | |
| VRSN (VeriSign Inc) | 828 | USD 205,443 -0.5% | USD 248.12 -0.5% | |
| 4768.T (Otsuka Corporation) | 9,900 | JPY 202,908 0.6% | JPY 20.4958 0.6% | |
| HPQ (HP Inc) | 10,107 | USD 200,119 -2.8% | USD 19.8 -2.8% | |
| BESI.AS (BE Semiconductor Industries NV) | 977 | EUR 198,113 3.2% | EUR 202.777 3.2% | |
| ZM (Zoom Video Communications Inc) | 2,435 | USD 198,014 0.4% | USD 81.3199 0.4% | |
| TWLO (Twilio Inc) | 1,643 | USD 196,700 0.5% | USD 119.72 0.5% | |
| CHKP (Check Point Software Technologies Ltd) | 1,059 | USD 189,254 -3.7% | USD 178.71 -3.7% | |
| SMCI (Super Micro Computer Inc) | 5,904 | USD 185,445 -3.8% | USD 31.4101 -3.8% | |
| TYL (Tyler Technologies Inc) | 431 | USD 184,671 -2.6% | USD 428.471 -2.6% | |
| GIB-A.TO (CGI Inc) | 2,117 | CAD 184,647 -4.9% | CAD 87.2211 -4.9% | |
| TRMB (Trimble Inc) | 2,571 | USD 178,916 -5.8% | USD 69.59 -5.8% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 173,920 -3.4% | JPY 72.4667 -3.4% | |
| GDDY (Godaddy Inc) | 1,658 | USD 171,586 -0.9% | USD 103.49 -0.9% | |
| HLMA.L (Halma PLC) | 3,384 | GBP 163,495 0.1% | GBP 48.3141 0.1% | |
| IONQ (IONQ Inc) | 3,201 | USD 162,163 -0.3% | USD 50.6601 -0.3% | |
| 4684.T (OBIC Co.,Ltd.) | 5,300 | JPY 159,233 -0.4% | JPY 30.044 -0.4% | |
| ZBRA (Zebra Technologies Corporation) | 633 | USD 151,103 -5.0% | USD 238.709 -5.0% | |
| BSY (Bentley Systems Inc) | 3,874 | USD 147,638 -2.6% | USD 38.11 -2.6% | |
| DSG.TO (Descartes Systems Group Inc) | 1,642 | CAD 138,908 -3.3% | CAD 84.5968 -3.3% | |
| IOT (Samsara Inc) | 4,104 | USD 131,287 -8.3% | USD 31.99 -8.3% | |
| 3626.T (TIS Inc.) | 4,200 | JPY 128,844 -0.7% | JPY 30.6771 -0.7% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 126,073 -0.7% | JPY 40.6687 -0.7% | |
| 7701.T (Shimadzu Corporation) | 4,600 | JPY 124,164 0.1% | JPY 26.9922 0.1% | |
| NEM.DE (Nemetschek SE) | 1,244 | EUR 110,735 -4.3% | EUR 89.0153 -4.3% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 1,057,359 | USD 196,911,967 | USD 186.23 | |
| AAPL (Apple Inc) | 577,149 | USD 147,478,884 | USD 255.53 | |
| MSFT (Microsoft Corporation) | 267,532 | USD 123,027,266 | USD 459.86 | |
| AVGO (Broadcom Inc) | 192,979 | USD 67,872,644 | USD 351.71 | |
| ASML.AS (ASML Holding NV) | 27,741 | EUR 36,178,303 -3.6% | EUR 1304.15 -3.6% | |
| SAP.DE (SAP SE) | 91,538 | EUR 20,879,583 -2.7% | EUR 228.097 -2.7% | |
| LRCX (Lam Research Corp) | 72,865 | USD 16,245,980 | USD 222.96 | |
| NOW (ServiceNow Inc) | 115,316 | USD 14,680,880 | USD 127.31 | |
| PANW (Palo Alto Networks Inc) | 75,089 | USD 14,091,202 | USD 187.66 | |
| INTU (Intuit Inc) | 24,958 | USD 13,609,348 | USD 545.29 | |
| NXPI (NXP Semiconductors NV) | 56,258 | USD 13,339,334 | USD 237.11 | |
| ADBE (Adobe Systems Incorporated) | 45,022 | USD 13,331,915 | USD 296.12 | |
| ADSK (Autodesk Inc) | 47,540 | USD 12,630,903 | USD 265.69 | |
| SNPS (Synopsys Inc) | 22,433 | USD 11,582,382 | USD 516.31 | |
| MU (Micron Technology Inc) | 31,108 | USD 11,284,427 | USD 362.75 | |
| 6702.T (Fujitsu Limited) | 384,400 | JPY 11,100,295 -0.2% | JPY 28.8769 -0.2% | |
| CDNS (Cadence Design Systems Inc) | 32,209 | USD 10,224,747 | USD 317.45 | |
| ORCL (Oracle Corporation) | 53,500 | USD 10,223,315 | USD 191.09 | |
| INTC (Intel Corporation) | 192,310 | USD 9,030,878 | USD 46.96 | |
| ADI (Analog Devices Inc) | 30,056 | USD 9,024,314 | USD 300.25 | |
| 6701.T (NEC Corporation) | 235,600 | JPY 8,942,514 1.7% | JPY 37.9563 1.7% | |
| 8035.T (Tokyo Electron Limited) | 33,400 | JPY 8,913,711 0.1% | JPY 266.878 0.1% | |
| PLTR (Palantir Technologies Inc) | 42,370 | USD 7,243,575 | USD 170.96 | |
| CRM (Salesforce.com Inc) | 31,548 | USD 7,164,866 | USD 227.11 | |
| IFX.DE (Infineon Technologies AG) | 146,849 | EUR 6,945,831 -2.7% | EUR 47.2991 -2.7% | |
| HPE (Hewlett Packard Enterprise Co) | 292,840 | USD 6,278,490 | USD 21.44 | |
| SHOP.TO (Shopify Inc) | 40,255 | CAD 6,217,308 -1.0% | CAD 154.448 -1.0% | |
| ACN (Accenture plc) | 17,199 | USD 4,922,526 | USD 286.21 | |
| NTAP (NetApp Inc) | 44,694 | USD 4,641,025 | USD 103.84 | |
| NOKIA.HE (Nokia Oyj) | 690,313 | EUR 4,531,877 -0.8% | EUR 6.56496 -0.8% | |
| DSY.PA (Dassault Systemes SE) | 149,890 | EUR 4,059,963 -3.5% | EUR 27.0863 -3.5% | |
| IT (Gartner Inc) | 16,880 | USD 3,893,710 | USD 230.67 | |
| FFIV (F5 Networks Inc) | 12,804 | USD 3,434,289 | USD 268.22 | |
| HUBS (HubSpot Inc) | 10,961 | USD 3,418,517 | USD 311.88 | |
| MRVL (Marvell Technology Group Ltd) | 41,903 | USD 3,371,515 | USD 80.46 | |
| CSCO (Cisco Systems Inc) | 44,020 | USD 3,309,864 | USD 75.19 | |
| FTNT (Fortinet Inc) | 43,787 | USD 3,300,664 | USD 75.38 | |
| TXN (Texas Instruments Incorporated) | 17,037 | USD 3,263,948 | USD 191.58 | |
| 4307.T (Nomura Research Institute, Ltd.) | 84,000 | JPY 3,224,473 1.2% | JPY 38.3866 1.2% | |
| SGE.L (Sage Group PLC) | 215,590 | GBP 2,997,709 -1.4% | GBP 13.9047 -1.4% | |
| ANET (Arista Networks) | 22,380 | USD 2,905,595 | USD 129.83 | |
| DT (Dynatrace Holdings LLC) | 68,065 | USD 2,714,432 | USD 39.88 | |
| NTNX (Nutanix Inc) | 56,868 | USD 2,601,142 | USD 45.74 | |
| DOCU (DocuSign Inc) | 43,403 | USD 2,461,384 | USD 56.71 | |
| KLAC (KLA-Tencor Corporation) | 1,480 | USD 2,320,374 | USD 1567.82 | |
| STMPA.PA (STMicroelectronics NV) | 77,248 | EUR 2,080,222 -4.4% | EUR 26.9291 -4.4% | |
| CLS.TO (Celestica Inc.) | 6,257 | CAD 1,957,448 -0.2% | CAD 312.841 -0.2% | |
| QCOM (Qualcomm Incorporated) | 11,938 | USD 1,903,156 | USD 159.42 | |
| 6841.T (Yokogawa Electric Corporation) | 50,500 | JPY 1,685,144 -0.2% | JPY 33.3692 -0.2% | |
| OTEX.TO (Open Text Corp) | 57,007 | CAD 1,657,728 -3.7% | CAD 29.0794 -3.7% | |
| APP (Applovin Corp) | 2,512 | USD 1,428,725 | USD 568.76 | |
| 6857.T (Advantest Corporation) | 10,100 | JPY 1,416,109 -2.8% | JPY 140.209 -2.8% | |
| MDB (MongoDB) | 3,411 | USD 1,363,581 | USD 399.76 | |
| CRWD (Crowdstrike Holdings Inc) | 2,873 | USD 1,303,997 | USD 453.88 | |
| MNDY (Monday.Com Ltd) | 9,578 | USD 1,213,533 | USD 126.7 | |
| 6861.T (Keyence Corporation) | 2,600 | JPY 1,009,731 -0.8% | JPY 388.358 -0.8% | |
| TEL (TE Connectivity Ltd) | 3,298 | USD 794,851 | USD 241.01 | |
| CIEN (Ciena Corp) | 3,111 | USD 757,280 | USD 243.42 | |
| SNOW (Snowflake Inc.) | 3,411 | USD 717,606 | USD 210.38 | |
| MPWR (Monolithic Power Systems Inc) | 502 | USD 518,651 | USD 1033.17 | |
| 6146.T (Disco Corporation) | 1,300 | JPY 513,420 3.0% | JPY 394.938 3.0% | |
| MSTR (MicroStrategy Incorporated) | 2,802 | USD 486,735 | USD 173.71 | |
| CSU.TO (Constellation Software Inc.) | 239 | CAD 481,087 -1.6% | CAD 2012.92 -1.6% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 5,500 | USD 466,070 | USD 84.74 | |
| WDAY (Workday Inc) | 2,382 | USD 445,101 | USD 186.86 | |
| FICO (Fair Isaac Corporation) | 280 | USD 438,813 | USD 1567.19 | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 20,200 | JPY 438,764 0.6% | JPY 21.721 0.6% | |
| DELL (Dell Technologies Inc) | 3,611 | USD 435,234 | USD 120.53 | |
| ZS (Zscaler Inc) | 2,033 | USD 435,021 | USD 213.98 | |
| MCHP (Microchip Technology Inc) | 5,812 | USD 434,156 | USD 74.6999 | |
| ASM.AS (ASM International NV) | 515 | EUR 415,066 0.8% | EUR 805.953 0.8% | |
| TER (Teradyne Inc) | 1,739 | USD 396,744 | USD 228.145 | |
| DDOG (Datadog Inc) | 2,995 | USD 356,465 | USD 119.02 | |
| FSLR (First Solar Inc) | 1,258 | USD 306,612 | USD 243.73 | |
| ENTG (Entegris Inc) | 2,543 | USD 298,421 | USD 117.35 | |
| 6762.T (TDK Corporation) | 22,400 | JPY 285,368 -3.6% | JPY 12.7396 -3.6% | |
| ON (ON Semiconductor Corporation) | 4,571 | USD 275,768 | USD 60.3299 | |
| PSTG (Pure Storage Inc) | 3,752 | USD 273,521 | USD 72.9001 | |
| OKTA (Okta Inc) | 3,051 | USD 273,217 | USD 89.55 | |
| CAP.PA (Capgemini SE) | 1,688 | EUR 269,378 -2.8% | EUR 159.584 -2.8% | |
| FLEX (Flex Ltd) | 4,053 | USD 262,756 | USD 64.83 | |
| 4901.T (FUJIFILM Holdings Corporation) | 12,000 | JPY 257,767 -1.3% | JPY 21.4806 -1.3% | |
| 6920.T (Lasertec Corporation) | 1,100 | JPY 257,513 1.1% | JPY 234.103 1.1% | |
| 7751.T (Canon Inc.) | 8,700 | JPY 256,899 -1.4% | JPY 29.5286 -1.4% | |
| CRDO (Credo Technology Group Holding Ltd) | 1,690 | USD 255,139 | USD 150.97 | |
| 6723.T (Renesas Electronics Corporation) | 17,300 | JPY 254,219 -0.2% | JPY 14.6947 -0.2% | |
| 6971.T (Kyocera Corporation) | 16,000 | JPY 230,864 -0.9% | JPY 14.429 -0.9% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 2,000 | JPY 228,852 1.2% | JPY 114.426 1.2% | |
| PTC (PTC Inc) | 1,300 | USD 216,775 | USD 166.75 | |
| VRSN (VeriSign Inc) | 828 | USD 206,561 | USD 249.47 | |
| HPQ (HP Inc) | 10,107 | USD 205,880 | USD 20.37 | |
| 4768.T (Otsuka Corporation) | 9,900 | JPY 201,758 -0.1% | JPY 20.3796 -0.1% | |
| ZM (Zoom Video Communications Inc) | 2,435 | USD 197,138 | USD 80.9602 | |
| CHKP (Check Point Software Technologies Ltd) | 1,059 | USD 196,487 | USD 185.54 | |
| TWLO (Twilio Inc) | 1,643 | USD 195,632 | USD 119.07 | |
| GIB-A.TO (CGI Inc) | 2,117 | CAD 194,149 -0.1% | CAD 91.7095 -0.1% | |
| SMCI (Super Micro Computer Inc) | 5,904 | USD 192,707 | USD 32.6401 | |
| BESI.AS (BE Semiconductor Industries NV) | 977 | EUR 191,964 -2.0% | EUR 196.483 -2.0% | |
| TRMB (Trimble Inc) | 2,571 | USD 189,971 | USD 73.8899 | |
| TYL (Tyler Technologies Inc) | 431 | USD 189,644 | USD 440.009 | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 180,019 1.9% | JPY 75.0079 1.9% | |
| GDDY (Godaddy Inc) | 1,658 | USD 173,195 | USD 104.46 | |
| HLMA.L (Halma PLC) | 3,384 | GBP 163,324 -2.5% | GBP 48.2636 -2.5% | |
| IONQ (IONQ Inc) | 3,201 | USD 162,611 | USD 50.8001 | |
| 4684.T (OBIC Co.,Ltd.) | 5,300 | JPY 159,889 0.0% | JPY 30.1677 0.0% | |
| ZBRA (Zebra Technologies Corporation) | 633 | USD 159,016 | USD 251.21 | |
| BSY (Bentley Systems Inc) | 3,874 | USD 151,628 | USD 39.1399 | |
| DSG.TO (Descartes Systems Group Inc) | 1,642 | CAD 143,659 -0.5% | CAD 87.4903 -0.5% | |
| IOT (Samsara Inc) | 4,104 | USD 143,189 | USD 34.8901 | |
| 3626.T (TIS Inc.) | 4,200 | JPY 129,787 0.0% | JPY 30.9017 0.0% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 126,942 0.1% | JPY 40.949 0.1% | |
| 7701.T (Shimadzu Corporation) | 4,600 | JPY 124,073 -2.2% | JPY 26.9724 -2.2% | |
| NEM.DE (Nemetschek SE) | 1,244 | EUR 115,696 -3.1% | EUR 93.0032 -3.1% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 1,057,359 -1.1% | USD 196,911,967 -1.6% | USD 186.23 -0.4% | |
| AAPL (Apple Inc) | 577,149 -1.1% | USD 147,478,884 -2.2% | USD 255.53 -1.0% | |
| MSFT (Microsoft Corporation) | 267,532 -1.1% | USD 123,027,266 -0.5% | USD 459.86 0.7% | |
| AVGO (Broadcom Inc) | 192,979 -1.1% | USD 67,872,644 1.4% | USD 351.71 2.5% | |
| ASML.AS (ASML Holding NV) | 27,741 -1.1% | EUR 37,543,793 0.3% | EUR 1353.37 1.5% | |
| SAP.DE (SAP SE) | 91,538 -1.1% | EUR 21,455,860 -2.9% | EUR 234.393 -1.7% | |
| LRCX (Lam Research Corp) | 72,865 -1.1% | USD 16,245,980 1.3% | USD 222.96 2.5% | |
| NOW (ServiceNow Inc) | 115,316 -1.1% | USD 14,680,880 -4.1% | USD 127.31 -2.9% | |
| PANW (Palo Alto Networks Inc) | 75,089 -1.1% | USD 14,091,202 -1.2% | USD 187.66 0.0% | |
| INTU (Intuit Inc) | 24,958 -1.1% | USD 13,609,348 -2.8% | USD 545.29 -1.7% | |
| NXPI (NXP Semiconductors NV) | 56,258 -1.1% | USD 13,339,334 -1.8% | USD 237.11 -0.6% | |
| ADBE (Adobe Systems Incorporated) | 45,022 -1.1% | USD 13,331,915 -3.7% | USD 296.12 -2.6% | |
| ADSK (Autodesk Inc) | 47,540 -1.1% | USD 12,630,903 0.1% | USD 265.69 1.3% | |
| SNPS (Synopsys Inc) | 22,433 -1.2% | USD 11,582,382 0.4% | USD 516.31 1.6% | |
| MU (Micron Technology Inc) | 31,108 -1.2% | USD 11,284,427 6.5% | USD 362.75 7.8% | |
| 6702.T (Fujitsu Limited) | 384,400 -1.1% | JPY 11,119,048 -2.2% | JPY 28.9257 -1.1% | |
| CDNS (Cadence Design Systems Inc) | 32,209 -1.2% | USD 10,224,747 -2.1% | USD 317.45 -1.0% | |
| ORCL (Oracle Corporation) | 53,500 -1.2% | USD 10,223,315 -0.5% | USD 191.09 0.7% | |
| INTC (Intel Corporation) | 192,310 -1.2% | USD 9,030,878 -3.9% | USD 46.96 -2.8% | |
| ADI (Analog Devices Inc) | 30,056 -1.2% | USD 9,024,314 -1.8% | USD 300.25 -0.6% | |
| 8035.T (Tokyo Electron Limited) | 33,400 -1.2% | JPY 8,906,808 -1.9% | JPY 266.671 -0.7% | |
| 6701.T (NEC Corporation) | 235,600 -1.1% | JPY 8,792,891 -1.2% | JPY 37.3213 -0.1% | |
| PLTR (Palantir Technologies Inc) | 42,370 -1.2% | USD 7,243,575 -4.6% | USD 170.96 -3.5% | |
| CRM (Salesforce.com Inc) | 31,548 -1.2% | USD 7,164,866 -3.9% | USD 227.11 -2.7% | |
| IFX.DE (Infineon Technologies AG) | 146,849 -1.2% | EUR 7,139,480 -0.4% | EUR 48.6178 0.7% | |
| SHOP.TO (Shopify Inc) | 40,255 -1.2% | CAD 6,279,184 -2.5% | CAD 155.985 -1.4% | |
| HPE (Hewlett Packard Enterprise Co) | 292,840 -1.2% | USD 6,278,490 -3.5% | USD 21.44 -2.3% | |
| ACN (Accenture plc) | 17,199 -1.2% | USD 4,922,526 -1.7% | USD 286.21 -0.5% | |
| NTAP (NetApp Inc) | 44,694 -1.2% | USD 4,641,025 -5.3% | USD 103.84 -4.2% | |
| NOKIA.HE (Nokia Oyj) | 690,313 -1.2% | EUR 4,568,786 -3.2% | EUR 6.61843 -2.1% | |
| DSY.PA (Dassault Systemes SE) | 149,890 -1.2% | EUR 4,205,898 -1.4% | EUR 28.0599 -0.2% | |
| IT (Gartner Inc) | 16,880 -1.2% | USD 3,893,710 -1.0% | USD 230.67 0.1% | |
| FFIV (F5 Networks Inc) | 12,804 -1.2% | USD 3,434,289 -3.2% | USD 268.22 -2.1% | |
| HUBS (HubSpot Inc) | 10,961 -1.2% | USD 3,418,517 -6.4% | USD 311.88 -5.3% | |
| MRVL (Marvell Technology Group Ltd) | 41,903 -1.2% | USD 3,371,515 -1.1% | USD 80.46 0.1% | |
| CSCO (Cisco Systems Inc) | 44,020 -1.2% | USD 3,309,864 -1.2% | USD 75.19 -0.1% | |
| FTNT (Fortinet Inc) | 43,787 -1.2% | USD 3,300,664 -2.4% | USD 75.38 -1.2% | |
| TXN (Texas Instruments Incorporated) | 17,037 -1.2% | USD 3,263,948 0.1% | USD 191.58 1.3% | |
| 4307.T (Nomura Research Institute, Ltd.) | 84,000 -1.2% | JPY 3,187,068 -3.3% | JPY 37.9413 -2.2% | |
| SGE.L (Sage Group PLC) | 215,590 -1.2% | GBP 3,040,476 0.2% | GBP 14.103 1.4% | |
| ANET (Arista Networks) | 22,380 -1.2% | USD 2,905,595 -1.7% | USD 129.83 -0.6% | |
| DT (Dynatrace Holdings LLC) | 68,065 -1.2% | USD 2,714,432 0.1% | USD 39.88 1.3% | |
| NTNX (Nutanix Inc) | 56,868 -1.2% | USD 2,601,142 -7.1% | USD 45.74 -6.0% | |
| DOCU (DocuSign Inc) | 43,403 -1.2% | USD 2,461,384 -6.1% | USD 56.71 -5.0% | |
| KLAC (KLA-Tencor Corporation) | 1,480 -1.1% | USD 2,320,374 0.3% | USD 1567.82 1.5% | |
| STMPA.PA (STMicroelectronics NV) | 77,248 -1.2% | EUR 2,176,976 -1.5% | EUR 28.1816 -0.3% | |
| CLS.TO (Celestica Inc.) | 6,257 -1.2% | CAD 1,960,993 -1.1% | CAD 313.408 0.0% | |
| QCOM (Qualcomm Incorporated) | 11,938 -1.2% | USD 1,903,156 -2.4% | USD 159.42 -1.2% | |
| OTEX.TO (Open Text Corp) | 57,007 -1.2% | CAD 1,721,662 -3.5% | CAD 30.2009 -2.4% | |
| 6841.T (Yokogawa Electric Corporation) | 50,500 -1.2% | JPY 1,688,871 -1.3% | JPY 33.443 -0.1% | |
| 6857.T (Advantest Corporation) | 10,100 -1.0% | JPY 1,456,915 0.7% | JPY 144.249 1.7% | |
| APP (Applovin Corp) | 2,512 -1.2% | USD 1,428,725 -7.4% | USD 568.76 -6.3% | |
| MDB (MongoDB) | 3,411 -1.2% | USD 1,363,581 1.5% | USD 399.76 2.7% | |
| CRWD (Crowdstrike Holdings Inc) | 2,873 -1.2% | USD 1,303,997 -1.4% | USD 453.88 -0.2% | |
| MNDY (Monday.Com Ltd) | 9,578 -1.2% | USD 1,213,533 -5.7% | USD 126.7 -4.6% | |
| 6861.T (Keyence Corporation) | 2,600 | JPY 1,017,563 1.9% | JPY 391.37 1.9% | |
| TEL (TE Connectivity Ltd) | 3,298 -1.2% | USD 794,851 -1.6% | USD 241.01 -0.4% | |
| CIEN (Ciena Corp) | 3,111 -1.2% | USD 757,280 -1.4% | USD 243.42 -0.2% | |
| SNOW (Snowflake Inc.) | 3,411 -1.2% | USD 717,606 0.0% | USD 210.38 1.3% | |
| MPWR (Monolithic Power Systems Inc) | 502 -1.2% | USD 518,651 1.1% | USD 1033.17 2.3% | |
| 6146.T (Disco Corporation) | 1,300 | JPY 498,418 2.9% | JPY 383.398 2.9% | |
| CSU.TO (Constellation Software Inc.) | 239 -1.2% | CAD 488,700 -4.0% | CAD 2044.77 -2.8% | |
| MSTR (MicroStrategy Incorporated) | 2,802 -1.3% | USD 486,735 0.3% | USD 173.71 1.6% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 5,500 -1.3% | USD 466,070 -1.4% | USD 84.74 -0.1% | |
| WDAY (Workday Inc) | 2,382 -1.3% | USD 445,101 -4.3% | USD 186.86 -3.0% | |
| FICO (Fair Isaac Corporation) | 280 -1.1% | USD 438,813 -1.9% | USD 1567.19 -0.9% | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 20,200 -1.0% | JPY 436,308 -0.3% | JPY 21.5994 0.7% | |
| DELL (Dell Technologies Inc) | 3,611 -1.3% | USD 435,234 -0.6% | USD 120.53 0.7% | |
| ZS (Zscaler Inc) | 2,033 -1.3% | USD 435,021 0.3% | USD 213.98 1.6% | |
| MCHP (Microchip Technology Inc) | 5,812 -1.3% | USD 434,156 -1.0% | USD 74.6999 0.3% | |
| ASM.AS (ASM International NV) | 515 -1.3% | EUR 411,789 0.2% | EUR 799.59 1.5% | |
| TER (Teradyne Inc) | 1,739 -1.3% | USD 396,744 -1.1% | USD 228.145 0.2% | |
| DDOG (Datadog Inc) | 2,995 -1.3% | USD 356,465 -2.8% | USD 119.02 -1.5% | |
| FSLR (First Solar Inc) | 1,258 -1.3% | USD 306,612 -1.3% | USD 243.73 0.0% | |
| ENTG (Entegris Inc) | 2,543 -1.3% | USD 298,421 2.0% | USD 117.35 3.4% | |
| 6762.T (TDK Corporation) | 22,400 -1.3% | JPY 295,908 1.1% | JPY 13.2102 2.5% | |
| CAP.PA (Capgemini SE) | 1,688 -1.3% | EUR 277,145 -2.7% | EUR 164.185 -1.3% | |
| ON (ON Semiconductor Corporation) | 4,571 -1.4% | USD 275,768 -1.3% | USD 60.3299 0.1% | |
| PSTG (Pure Storage Inc) | 3,752 -1.4% | USD 273,521 -0.6% | USD 72.9001 0.7% | |
| OKTA (Okta Inc) | 3,051 -1.4% | USD 273,217 -3.9% | USD 89.55 -2.6% | |
| FLEX (Flex Ltd) | 4,053 -1.4% | USD 262,756 -4.0% | USD 64.83 -2.6% | |
| 4901.T (FUJIFILM Holdings Corporation) | 12,000 -0.8% | JPY 261,243 -0.5% | JPY 21.7703 0.3% | |
| 7751.T (Canon Inc.) | 8,700 -1.1% | JPY 260,516 -1.8% | JPY 29.9444 -0.6% | |
| CRDO (Credo Technology Group Holding Ltd) | 1,690 -1.4% | USD 255,139 -0.2% | USD 150.97 1.2% | |
| 6723.T (Renesas Electronics Corporation) | 17,300 -1.1% | JPY 254,805 -1.7% | JPY 14.7286 -0.6% | |
| 6920.T (Lasertec Corporation) | 1,100 | JPY 254,644 2.4% | JPY 231.495 2.4% | |
| 6971.T (Kyocera Corporation) | 16,000 -1.2% | JPY 232,975 0.3% | JPY 14.5609 1.6% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 2,000 | JPY 226,117 6.2% | JPY 113.059 6.2% | |
| PTC (PTC Inc) | 1,300 -1.4% | USD 216,775 -1.4% | USD 166.75 -0.1% | |
| VRSN (VeriSign Inc) | 828 -1.4% | USD 206,561 -1.3% | USD 249.47 0.1% | |
| HPQ (HP Inc) | 10,107 -1.4% | USD 205,880 -2.5% | USD 20.37 -1.2% | |
| 4768.T (Otsuka Corporation) | 9,900 -1.0% | JPY 201,996 0.5% | JPY 20.4036 1.5% | |
| ZM (Zoom Video Communications Inc) | 2,435 -1.3% | USD 197,138 -2.0% | USD 80.9602 -0.7% | |
| CHKP (Check Point Software Technologies Ltd) | 1,059 -1.3% | USD 196,487 -2.9% | USD 185.54 -1.6% | |
| BESI.AS (BE Semiconductor Industries NV) | 977 -1.3% | EUR 195,867 -1.8% | EUR 200.478 -0.5% | |
| TWLO (Twilio Inc) | 1,643 -1.3% | USD 195,632 -1.9% | USD 119.07 -0.6% | |
| GIB-A.TO (CGI Inc) | 2,117 -1.4% | CAD 194,332 -2.4% | CAD 91.7959 -1.0% | |
| SMCI (Super Micro Computer Inc) | 5,904 -1.4% | USD 192,707 9.4% | USD 32.6401 10.9% | |
| TRMB (Trimble Inc) | 2,571 -1.4% | USD 189,971 -7.3% | USD 73.8899 -6.0% | |
| TYL (Tyler Technologies Inc) | 431 -1.4% | USD 189,644 -2.7% | USD 440.009 -1.4% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 176,667 -5.5% | JPY 73.6113 -5.5% | |
| GDDY (Godaddy Inc) | 1,658 -1.3% | USD 173,195 -4.0% | USD 104.46 -2.7% | |
| HLMA.L (Halma PLC) | 3,384 -1.3% | GBP 167,444 -0.8% | GBP 49.4811 0.6% | |
| IONQ (IONQ Inc) | 3,201 -1.4% | USD 162,611 5.4% | USD 50.8001 6.8% | |
| 4684.T (OBIC Co.,Ltd.) | 5,300 -1.9% | JPY 159,845 -3.3% | JPY 30.1594 -1.5% | |
| ZBRA (Zebra Technologies Corporation) | 633 -1.2% | USD 159,016 -4.2% | USD 251.21 -3.0% | |
| BSY (Bentley Systems Inc) | 3,874 -1.4% | USD 151,628 -1.2% | USD 39.1399 0.2% | |
| DSG.TO (Descartes Systems Group Inc) | 1,642 -1.3% | CAD 144,438 -2.0% | CAD 87.9647 -0.7% | |
| IOT (Samsara Inc) | 4,104 -1.4% | USD 143,189 0.4% | USD 34.8901 1.8% | |
| 3626.T (TIS Inc.) | 4,200 | JPY 129,805 -2.0% | JPY 30.906 -2.0% | |
| 7701.T (Shimadzu Corporation) | 4,600 -2.1% | JPY 126,918 -1.7% | JPY 27.5909 0.5% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 126,836 -2.4% | JPY 40.9148 -2.4% | |
| NEM.DE (Nemetschek SE) | 1,244 -1.3% | EUR 119,432 -2.8% | EUR 96.0064 -1.5% | |
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.