| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 1,274,693 | USD 246,219,700 | USD | New holding detected |
| AAPL (Apple Inc) | 658,869 | USD 181,353,692 | USD | New holding detected |
| MSFT (Microsoft Corporation) | 286,849 | USD 145,914,349 | USD | New holding detected |
| AVGO (Broadcom Inc) | 206,843 | USD 72,800,462 | USD | New holding detected |
| LRCX (Lam Research Corp) | 207,385 | USD 33,011,544 | USD | New holding detected |
| ASML.AS (ASML Holding NV) | 30,901 | EUR 31,777,369 | EUR | New holding detected |
| CRM (Salesforce.com Inc) | 98,780 | USD 24,151,710 | USD | New holding detected |
| SAP.DE (SAP SE) | 92,845 | EUR 23,366,252 | EUR | New holding detected |
| INTU (Intuit Inc) | 29,795 | USD 19,495,464 | USD | New holding detected |
| NOW (ServiceNow Inc) | 20,191 | USD 17,377,788 | USD | New holding detected |
| ADSK (Autodesk Inc) | 56,142 | USD 16,947,024 | USD | New holding detected |
| INTC (Intel Corporation) | 398,181 | USD 15,083,096 | USD | New holding detected |
| PANW (Palo Alto Networks Inc) | 68,848 | USD 15,027,453 | USD | New holding detected |
| 8035.T (Tokyo Electron Limited) | 64,600 | JPY 14,343,436 | JPY | New holding detected |
| ADBE (Adobe Systems Incorporated) | 39,896 | USD 13,294,145 | USD | New holding detected |
| 6702.T (Fujitsu Limited) | 381,900 | JPY 10,577,676 | JPY | New holding detected |
| 6701.T (NEC Corporation) | 268,300 | JPY 9,987,308 | JPY | New holding detected |
| WDAY (Workday Inc) | 40,897 | USD 9,282,801 | USD | New holding detected |
| NXPI (NXP Semiconductors NV) | 45,715 | USD 9,273,745 | USD | New holding detected |
| CDNS (Cadence Design Systems Inc) | 28,315 | USD 9,018,611 | USD | New holding detected |
| IFX.DE (Infineon Technologies AG) | 217,937 | EUR 8,561,407 | EUR | New holding detected |
| SNPS (Synopsys Inc) | 20,292 | USD 8,027,515 | USD | New holding detected |
| HPE (Hewlett Packard Enterprise Co) | 344,209 | USD 7,878,944 | USD | New holding detected |
| PLTR (Palantir Technologies Inc) | 34,400 | USD 6,569,024 | USD | New holding detected |
| NTAP (NetApp Inc) | 52,559 | USD 5,803,565 | USD | New holding detected |
| PTC (PTC Inc) | 31,464 | USD 5,600,592 | USD | New holding detected |
| NOKIA.HE (Nokia Oyj) | 812,047 | EUR 5,566,553 | EUR | New holding detected |
| ADI (Analog Devices Inc) | 23,503 | USD 5,485,835 | USD | New holding detected |
| ORCL (Oracle Corporation) | 22,875 | USD 5,401,931 | USD | New holding detected |
| HUBS (HubSpot Inc) | 12,885 | USD 5,090,090 | USD | New holding detected |
| DSY.PA (Dassault Systemes SE) | 176,323 | EUR 4,892,405 | EUR | New holding detected |
| GIB-A.TO (CGI Inc) | 52,299 | CAD 4,533,750 | CAD | New holding detected |
| HPQ (HP Inc) | 182,635 | USD 4,516,564 | USD | New holding detected |
| 4307.T (Nomura Research Institute, Ltd.) | 99,000 | JPY 3,971,958 | JPY | New holding detected |
| CSCO (Cisco Systems Inc) | 55,111 | USD 3,952,010 | USD | New holding detected |
| IT (Gartner Inc) | 16,424 | USD 3,802,813 | USD | New holding detected |
| SGE.L (Sage Group PLC) | 253,845 | GBP 3,766,232 | GBP | New holding detected |
| DT (Dynatrace Holdings LLC) | 80,150 | USD 3,752,623 | USD | New holding detected |
| MU (Micron Technology Inc) | 15,505 | USD 3,738,411 | USD | New holding detected |
| FFIV (F5 Networks Inc) | 15,067 | USD 3,593,630 | USD | New holding detected |
| QCOM (Qualcomm Incorporated) | 15,150 | USD 2,635,797 | USD | New holding detected |
| SHOP.TO (Shopify Inc) | 16,565 | CAD 2,633,068 | CAD | New holding detected |
| OTEX.TO (Open Text Corp) | 67,258 | CAD 2,350,262 | CAD | New holding detected |
| ACN (Accenture plc) | 8,566 | USD 2,077,769 | USD | New holding detected |
| KLAC (KLA-Tencor Corporation) | 1,735 | USD 2,066,212 | USD | New holding detected |
| TXN (Texas Instruments Incorporated) | 12,463 | USD 1,990,715 | USD | New holding detected |
| ANET (Arista Networks) | 14,484 | USD 1,954,326 | USD | New holding detected |
| NTNX (Nutanix Inc) | 27,870 | USD 1,910,489 | USD | New holding detected |
| CRWD (Crowdstrike Holdings Inc) | 3,385 | USD 1,884,531 | USD | New holding detected |
| APP (Applovin Corp) | 3,139 | USD 1,867,422 | USD | New holding detected |
| 3626.T (TIS Inc.) | 55,900 | JPY 1,822,735 | JPY | New holding detected |
| 6841.T (Yokogawa Electric Corporation) | 59,500 | JPY 1,773,195 | JPY | New holding detected |
| 6857.T (Advantest Corporation) | 10,300 | JPY 1,329,431 | JPY | New holding detected |
| SNOW (Snowflake Inc.) | 4,048 | USD 1,098,060 | USD | New holding detected |
| MRVL (Marvell Technology Group Ltd) | 11,855 | USD 1,059,007 | USD | New holding detected |
| TEL (TE Connectivity Ltd) | 3,918 | USD 968,373 | USD | New holding detected |
| 6861.T (Keyence Corporation) | 2,600 | JPY 931,195 | JPY | New holding detected |
| MSTR (MicroStrategy Incorporated) | 3,349 | USD 774,791 | USD | New holding detected |
| FTNT (Fortinet Inc) | 8,592 | USD 718,807 | USD | New holding detected |
| DDOG (Datadog Inc) | 3,591 | USD 710,515 | USD | New holding detected |
| CSU.TO (Constellation Software Inc.) | 284 | CAD 660,242 | CAD | New holding detected |
| DELL (Dell Technologies Inc) | 4,329 | USD 600,692 | USD | New holding detected |
| FICO (Fair Isaac Corporation) | 325 | USD 584,249 | USD | New holding detected |
| MPWR (Monolithic Power Systems Inc) | 594 | USD 567,098 | USD | New holding detected |
| CLS.TO (Celestica Inc.) | 1,579 | CAD 523,895 | CAD | New holding detected |
| CTSH (Cognizant Technology Solutions Corp Class A) | 6,596 | USD 482,365 | USD | New holding detected |
| 6981.T (Murata Manufacturing Co., Ltd.) | 23,200 | JPY 478,810 | JPY | New holding detected |
| 6762.T (TDK Corporation) | 26,900 | JPY 427,734 | JPY | New holding detected |
| ZS (Zscaler Inc) | 1,233 | USD 408,481 | USD | New holding detected |
| 6146.T (Disco Corporation) | 1,300 | JPY 403,124 | JPY | New holding detected |
| FSLR (First Solar Inc) | 1,515 | USD 400,187 | USD | New holding detected |
| PSTG (Pure Storage Inc) | 4,545 | USD 397,597 | USD | New holding detected |
| 7751.T (Canon Inc.) | 13,500 | JPY 388,996 | JPY | New holding detected |
| MCHP (Microchip Technology Inc) | 6,998 | USD 382,861 | USD | New holding detected |
| ASM.AS (ASM International NV) | 615 | EUR 380,221 | EUR | New holding detected |
| MDB (MongoDB) | 1,012 | USD 375,877 | USD | New holding detected |
| TER (Teradyne Inc) | 2,094 | USD 371,120 | USD | New holding detected |
| 6920.T (Lasertec Corporation) | 1,900 | JPY 355,791 | JPY | New holding detected |
| CAP.PA (Capgemini SE) | 2,041 | EUR 311,555 | EUR | New holding detected |
| BESI.AS (BE Semiconductor Industries NV) | 1,844 | EUR 294,633 | EUR | New holding detected |
| 4901.T (FUJIFILM Holdings Corporation) | 13,500 | JPY 291,067 | JPY | New holding detected |
| HLMA.L (Halma PLC) | 6,240 | GBP 282,019 | GBP | New holding detected |
| SMCI (Super Micro Computer Inc) | 7,149 | USD 277,524 | USD | New holding detected |
| ON (ON Semiconductor Corporation) | 5,528 | USD 267,721 | USD | New holding detected |
| GDDY (Godaddy Inc) | 2,000 | USD 263,340 | USD | New holding detected |
| 7701.T (Shimadzu Corporation) | 9,500 | JPY 262,818 | JPY | New holding detected |
| CHKP (Check Point Software Technologies Ltd) | 1,274 | USD 260,393 | USD | New holding detected |
| TWLO (Twilio Inc) | 1,977 | USD 258,275 | USD | New holding detected |
| ENTG (Entegris Inc) | 3,083 | USD 257,985 | USD | New holding detected |
| VRSN (VeriSign Inc) | 1,008 | USD 250,669 | USD | New holding detected |
| 6971.T (Kyocera Corporation) | 19,000 | JPY 249,615 | JPY | New holding detected |
| 7735.T (SCREEN Holdings Co., Ltd.) | 3,200 | JPY 249,479 | JPY | New holding detected |
| ZM (Zoom Video Communications Inc) | 2,939 | USD 248,610 | USD | New holding detected |
| TRMB (Trimble Inc) | 3,116 | USD 247,971 | USD | New holding detected |
| 6723.T (Renesas Electronics Corporation) | 20,300 | JPY 246,656 | JPY | New holding detected |
| TYL (Tyler Technologies Inc) | 521 | USD 244,870 | USD | New holding detected |
| 9719.T (SCSK Corporation) | 6,400 | JPY 235,784 | JPY | New holding detected |
| 4768.T (Otsuka Corporation) | 11,400 | JPY 223,284 | JPY | New holding detected |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 222,255 | JPY | New holding detected |
| STMPA.PA (STMicroelectronics NV) | 9,272 | EUR 221,898 | EUR | New holding detected |
| 4684.T (OBIC Co.,Ltd.) | 6,800 | JPY 217,974 | JPY | New holding detected |
| BSY (Bentley Systems Inc) | 4,693 | USD 211,044 | USD | New holding detected |
| AKAM (Akamai Technologies Inc) | 2,327 | USD 210,849 | USD | New holding detected |
| DOCU (DocuSign Inc) | 2,947 | USD 202,901 | USD | New holding detected |
| IOT (Samsara Inc) | 4,964 | USD 197,716 | USD | New holding detected |
| ZBRA (Zebra Technologies Corporation) | 753 | USD 192,143 | USD | New holding detected |
| OKTA (Okta Inc) | 1,974 | USD 168,935 | USD | New holding detected |
| DSG.TO (Descartes Systems Group Inc) | 1,976 | CAD 164,161 | CAD | New holding detected |
| NEM.DE (Nemetschek SE) | 1,504 | EUR 162,443 | EUR | New holding detected |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 158,518 | JPY | New holding detected |
| MNDY (Monday.Com Ltd) | 748 | USD 123,555 | USD | New holding detected |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 1,274,693 | USD 253,727,642 5.8% | USD 199.05 5.8% | |
| AAPL (Apple Inc) | 658,869 | USD 177,519,075 0.4% | USD 269.43 0.4% | |
| MSFT (Microsoft Corporation) | 286,849 | USD 145,145,594 1.8% | USD 506 1.8% | |
| AVGO (Broadcom Inc) | 206,843 | USD 74,130,463 2.6% | USD 358.39 2.6% | |
| LRCX (Lam Research Corp) | 207,385 | USD 34,502,642 4.4% | USD 166.37 4.4% | |
| ASML.AS (ASML Holding NV) | 30,901 | EUR 31,637,314 1.6% | EUR 1023.83 1.6% | |
| CRM (Salesforce.com Inc) | 98,780 | USD 23,876,114 0.8% | USD 241.71 0.8% | |
| SAP.DE (SAP SE) | 92,845 | EUR 23,182,752 0.1% | EUR 249.693 0.1% | |
| INTU (Intuit Inc) | 29,795 | USD 19,464,180 0.7% | USD 653.27 0.7% | |
| NOW (ServiceNow Inc) | 20,191 | USD 17,491,463 0.5% | USD 866.3 0.5% | |
| ADSK (Autodesk Inc) | 56,142 | USD 16,770,738 0.5% | USD 298.72 0.5% | |
| INTC (Intel Corporation) | 398,181 | USD 15,310,059 0.8% | USD 38.45 0.8% | |
| PANW (Palo Alto Networks Inc) | 68,848 | USD 14,908,346 2.0% | USD 216.54 2.0% | |
| 8035.T (Tokyo Electron Limited) | 64,600 | JPY 14,342,043 3.7% | JPY 222.013 3.7% | |
| ADBE (Adobe Systems Incorporated) | 39,896 | USD 13,119,800 0.6% | USD 328.85 0.6% | |
| 6702.T (Fujitsu Limited) | 381,900 | JPY 10,087,644 1.1% | JPY 26.4144 1.1% | |
| 6701.T (NEC Corporation) | 268,300 | JPY 9,774,414 1.8% | JPY 36.4309 1.8% | |
| NXPI (NXP Semiconductors NV) | 45,715 | USD 9,377,518 0.3% | USD 205.13 0.3% | |
| WDAY (Workday Inc) | 40,897 | USD 9,323,289 1.2% | USD 227.97 1.2% | |
| CDNS (Cadence Design Systems Inc) | 28,315 | USD 9,313,936 1.2% | USD 328.94 1.2% | |
| IFX.DE (Infineon Technologies AG) | 217,937 | EUR 8,390,968 1.7% | EUR 38.5018 1.7% | |
| HPE (Hewlett Packard Enterprise Co) | 344,209 | USD 8,219,711 1.8% | USD 23.88 1.8% | |
| SNPS (Synopsys Inc) | 20,292 | USD 8,132,425 1.9% | USD 400.77 1.9% | |
| PLTR (Palantir Technologies Inc) | 34,400 | USD 6,660,184 8.8% | USD 193.61 8.8% | |
| NTAP (NetApp Inc) | 52,559 | USD 5,912,888 -0.4% | USD 112.5 -0.4% | |
| PTC (PTC Inc) | 31,464 | USD 5,584,545 0.8% | USD 177.49 0.8% | |
| ORCL (Oracle Corporation) | 22,875 | USD 5,508,986 0.7% | USD 240.83 0.7% | |
| NOKIA.HE (Nokia Oyj) | 812,047 | EUR 5,490,762 -0.2% | EUR 6.76163 -0.2% | |
| ADI (Analog Devices Inc) | 23,503 | USD 5,452,696 1.5% | USD 232 1.5% | |
| HUBS (HubSpot Inc) | 12,885 | USD 4,978,120 -3.0% | USD 386.35 -3.0% | |
| DSY.PA (Dassault Systemes SE) | 176,323 | EUR 4,802,720 0.8% | EUR 27.2382 0.8% | |
| HPQ (HP Inc) | 182,635 | USD 4,618,839 -3.8% | USD 25.29 -3.8% | |
| GIB-A.TO (CGI Inc) | 52,299 | CAD 4,480,694 -0.3% | CAD 85.6746 -0.3% | |
| CSCO (Cisco Systems Inc) | 55,111 | USD 3,972,952 1.4% | USD 72.09 1.4% | |
| 4307.T (Nomura Research Institute, Ltd.) | 99,000 | JPY 3,958,201 2.0% | JPY 39.9818 2.0% | |
| MU (Micron Technology Inc) | 15,505 | USD 3,927,417 6.5% | USD 253.3 6.5% | |
| IT (Gartner Inc) | 16,424 | USD 3,755,183 -0.8% | USD 228.64 -0.8% | |
| DT (Dynatrace Holdings LLC) | 80,150 | USD 3,744,608 -1.1% | USD 46.72 -1.1% | |
| SGE.L (Sage Group PLC) | 253,845 | GBP 3,683,131 0.1% | GBP 14.5094 0.1% | |
| FFIV (F5 Networks Inc) | 15,067 | USD 3,627,682 -2.0% | USD 240.77 -2.0% | |
| SHOP.TO (Shopify Inc) | 16,565 | CAD 2,629,734 4.3% | CAD 158.752 4.3% | |
| QCOM (Qualcomm Incorporated) | 15,150 | USD 2,599,286 0.4% | USD 171.57 0.4% | |
| OTEX.TO (Open Text Corp) | 67,258 | CAD 2,335,510 0.8% | CAD 34.7246 0.8% | |
| KLAC (KLA-Tencor Corporation) | 1,735 | USD 2,113,143 2.1% | USD 1217.95 2.1% | |
| ACN (Accenture plc) | 8,566 | USD 2,094,815 -0.5% | USD 244.55 -0.5% | |
| APP (Applovin Corp) | 3,139 | USD 2,044,493 5.1% | USD 651.32 5.1% | |
| NTNX (Nutanix Inc) | 27,870 | USD 2,017,788 4.0% | USD 72.4 4.0% | |
| TXN (Texas Instruments Incorporated) | 12,463 | USD 2,001,309 0.0% | USD 160.58 0.0% | |
| ANET (Arista Networks) | 14,484 | USD 1,988,074 1.9% | USD 137.26 1.9% | |
| CRWD (Crowdstrike Holdings Inc) | 3,385 | USD 1,887,239 3.3% | USD 557.53 3.3% | |
| 3626.T (TIS Inc.) | 55,900 | JPY 1,794,809 2.4% | JPY 32.1075 2.4% | |
| 6841.T (Yokogawa Electric Corporation) | 59,500 | JPY 1,776,754 -0.7% | JPY 29.8614 -0.7% | |
| 6857.T (Advantest Corporation) | 10,300 | JPY 1,385,413 3.2% | JPY 134.506 3.2% | |
| MRVL (Marvell Technology Group Ltd) | 11,855 | USD 1,105,242 2.5% | USD 93.23 2.5% | |
| SNOW (Snowflake Inc.) | 4,048 | USD 1,086,928 2.1% | USD 268.51 2.1% | |
| TEL (TE Connectivity Ltd) | 3,918 | USD 970,724 2.2% | USD 247.76 2.2% | |
| 6861.T (Keyence Corporation) | 2,600 | JPY 934,376 0.1% | JPY 359.375 0.1% | |
| MSTR (MicroStrategy Incorporated) | 3,349 | USD 800,009 -1.3% | USD 238.88 -1.3% | |
| DDOG (Datadog Inc) | 3,591 | USD 717,195 4.4% | USD 199.72 4.4% | |
| FTNT (Fortinet Inc) | 8,592 | USD 706,950 0.6% | USD 82.28 0.6% | |
| CSU.TO (Constellation Software Inc.) | 284 | CAD 669,104 -2.1% | CAD 2356 -2.1% | |
| DELL (Dell Technologies Inc) | 4,329 | USD 617,705 -2.7% | USD 142.69 -2.7% | |
| MPWR (Monolithic Power Systems Inc) | 594 | USD 579,928 1.9% | USD 976.31 1.9% | |
| FICO (Fair Isaac Corporation) | 325 | USD 570,811 0.9% | USD 1756.34 0.9% | |
| CLS.TO (Celestica Inc.) | 1,579 | CAD 543,665 7.3% | CAD 344.31 7.3% | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 23,200 | JPY 486,305 -1.3% | JPY 20.9614 -1.3% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 6,596 | USD 480,716 -0.4% | USD 72.8799 -0.4% | |
| 6762.T (TDK Corporation) | 26,900 | JPY 437,521 -0.1% | JPY 16.2647 -0.1% | |
| 6146.T (Disco Corporation) | 1,300 | JPY 422,123 2.5% | JPY 324.71 2.5% | |
| PSTG (Pure Storage Inc) | 4,545 | USD 420,276 2.7% | USD 92.47 2.7% | |
| FSLR (First Solar Inc) | 1,515 | USD 413,050 1.9% | USD 272.64 1.9% | |
| ZS (Zscaler Inc) | 1,233 | USD 405,534 2.8% | USD 328.9 2.8% | |
| 7751.T (Canon Inc.) | 13,500 | JPY 389,896 0.6% | JPY 28.8812 0.6% | |
| MCHP (Microchip Technology Inc) | 6,998 | USD 387,759 -1.5% | USD 55.41 -1.5% | |
| TER (Teradyne Inc) | 2,094 | USD 385,464 1.0% | USD 184.08 1.0% | |
| ASM.AS (ASM International NV) | 615 | EUR 380,051 1.4% | EUR 617.969 1.4% | |
| MDB (MongoDB) | 1,012 | USD 378,377 3.6% | USD 373.89 3.6% | |
| 6920.T (Lasertec Corporation) | 1,900 | JPY 355,653 -1.5% | JPY 187.186 -1.5% | |
| CAP.PA (Capgemini SE) | 2,041 | EUR 302,710 3.9% | EUR 148.315 3.9% | |
| 4901.T (FUJIFILM Holdings Corporation) | 13,500 | JPY 294,635 -1.7% | JPY 21.8248 -1.7% | |
| BESI.AS (BE Semiconductor Industries NV) | 1,844 | EUR 290,526 1.5% | EUR 157.552 1.5% | |
| SMCI (Super Micro Computer Inc) | 7,149 | USD 287,318 1.1% | USD 40.19 1.1% | |
| HLMA.L (Halma PLC) | 6,240 | GBP 279,779 0.5% | GBP 44.8364 0.5% | |
| ON (ON Semiconductor Corporation) | 5,528 | USD 268,329 1.5% | USD 48.54 1.5% | |
| ENTG (Entegris Inc) | 3,083 | USD 265,015 -0.8% | USD 85.9601 -0.8% | |
| GDDY (Godaddy Inc) | 2,000 | USD 262,900 -0.4% | USD 131.45 -0.4% | |
| 7701.T (Shimadzu Corporation) | 9,500 | JPY 260,434 5.3% | JPY 27.4141 5.3% | |
| TWLO (Twilio Inc) | 1,977 | USD 258,216 2.3% | USD 130.61 2.3% | |
| CHKP (Check Point Software Technologies Ltd) | 1,274 | USD 257,488 0.9% | USD 202.11 0.9% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 3,200 | JPY 254,887 -1.2% | JPY 79.6522 -1.2% | |
| 6971.T (Kyocera Corporation) | 19,000 | JPY 252,231 0.6% | JPY 13.2753 0.6% | |
| VRSN (VeriSign Inc) | 1,008 | USD 249,631 2.3% | USD 247.65 2.3% | |
| TRMB (Trimble Inc) | 3,116 | USD 248,345 1.0% | USD 79.6999 1.0% | |
| ZM (Zoom Video Communications Inc) | 2,939 | USD 244,407 1.8% | USD 83.1599 1.8% | |
| 6723.T (Renesas Electronics Corporation) | 20,300 | JPY 243,792 0.2% | JPY 12.0095 0.2% | |
| TYL (Tyler Technologies Inc) | 521 | USD 241,994 0.2% | USD 464.48 0.2% | |
| 9719.T (SCSK Corporation) | 6,400 | JPY 235,775 -0.6% | JPY 36.8398 -0.6% | |
| 4768.T (Otsuka Corporation) | 11,400 | JPY 224,233 -0.3% | JPY 19.6696 -0.3% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 218,975 -0.2% | JPY 91.2396 -0.2% | |
| STMPA.PA (STMicroelectronics NV) | 9,272 | EUR 218,187 0.9% | EUR 23.5318 0.9% | |
| BSY (Bentley Systems Inc) | 4,693 | USD 217,380 -0.8% | USD 46.32 -0.8% | |
| 4684.T (OBIC Co.,Ltd.) | 6,800 | JPY 216,389 -1.4% | JPY 31.8219 -1.4% | |
| DOCU (DocuSign Inc) | 2,947 | USD 205,259 -0.1% | USD 69.6502 -0.1% | |
| AKAM (Akamai Technologies Inc) | 2,327 | USD 202,728 4.0% | USD 87.1199 4.0% | |
| IOT (Samsara Inc) | 4,964 | USD 197,716 2.6% | USD 39.83 2.6% | |
| ZBRA (Zebra Technologies Corporation) | 753 | USD 196,254 0.4% | USD 260.629 0.4% | |
| OKTA (Okta Inc) | 1,974 | USD 169,241 0.6% | USD 85.7351 0.6% | |
| DSG.TO (Descartes Systems Group Inc) | 1,976 | CAD 163,616 -1.5% | CAD 82.8016 -1.5% | |
| NEM.DE (Nemetschek SE) | 1,504 | EUR 161,330 -0.8% | EUR 107.267 -0.8% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 157,671 -0.1% | JPY 50.8616 -0.1% | |
| MNDY (Monday.Com Ltd) | 748 | USD 124,325 -12.3% | USD 166.21 -12.3% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 1,274,693 | USD 239,833,488 0.0% | USD 188.15 0.0% | |
| AAPL (Apple Inc) | 658,869 | USD 176,886,560 -0.5% | USD 268.47 -0.5% | |
| MSFT (Microsoft Corporation) | 286,849 | USD 142,512,320 -0.1% | USD 496.82 -0.1% | |
| AVGO (Broadcom Inc) | 206,843 | USD 72,277,149 -1.7% | USD 349.43 -1.7% | |
| LRCX (Lam Research Corp) | 207,385 | USD 33,046,800 -1.8% | USD 159.35 -1.8% | |
| ASML.AS (ASML Holding NV) | 30,901 | EUR 31,139,967 -2.5% | EUR 1007.73 -2.5% | |
| CRM (Salesforce.com Inc) | 98,780 | USD 23,695,346 0.3% | USD 239.88 0.3% | |
| SAP.DE (SAP SE) | 92,845 | EUR 23,170,488 -0.8% | EUR 249.561 -0.8% | |
| INTU (Intuit Inc) | 29,795 | USD 19,332,486 -0.7% | USD 648.85 -0.7% | |
| NOW (ServiceNow Inc) | 20,191 | USD 17,402,017 0.4% | USD 861.87 0.4% | |
| ADSK (Autodesk Inc) | 56,142 | USD 16,684,280 0.8% | USD 297.18 0.8% | |
| INTC (Intel Corporation) | 398,181 | USD 15,182,642 2.4% | USD 38.13 2.4% | |
| PANW (Palo Alto Networks Inc) | 68,848 | USD 14,615,398 0.4% | USD 212.285 0.4% | |
| 8035.T (Tokyo Electron Limited) | 64,600 | JPY 13,835,325 -1.4% | JPY 214.169 -1.4% | |
| ADBE (Adobe Systems Incorporated) | 39,896 | USD 13,043,997 -0.1% | USD 326.95 -0.1% | |
| 6702.T (Fujitsu Limited) | 381,900 | JPY 9,977,028 1.6% | JPY 26.1247 1.6% | |
| 6701.T (NEC Corporation) | 268,300 | JPY 9,605,543 -2.1% | JPY 35.8015 -2.1% | |
| NXPI (NXP Semiconductors NV) | 45,715 | USD 9,351,460 -0.9% | USD 204.56 -0.9% | |
| WDAY (Workday Inc) | 40,897 | USD 9,208,777 0.3% | USD 225.17 0.3% | |
| CDNS (Cadence Design Systems Inc) | 28,315 | USD 9,203,791 0.2% | USD 325.05 0.2% | |
| IFX.DE (Infineon Technologies AG) | 217,937 | EUR 8,253,493 -3.2% | EUR 37.871 -3.2% | |
| HPE (Hewlett Packard Enterprise Co) | 344,209 | USD 8,071,701 0.2% | USD 23.45 0.2% | |
| SNPS (Synopsys Inc) | 20,292 | USD 7,983,482 -0.7% | USD 393.43 -0.7% | |
| PLTR (Palantir Technologies Inc) | 34,400 | USD 6,120,792 1.6% | USD 177.93 1.6% | |
| NTAP (NetApp Inc) | 52,559 | USD 5,937,590 -0.7% | USD 112.97 -0.7% | |
| PTC (PTC Inc) | 31,464 | USD 5,541,125 1.3% | USD 176.11 1.3% | |
| NOKIA.HE (Nokia Oyj) | 812,047 | EUR 5,499,367 -1.3% | EUR 6.77223 -1.3% | |
| ORCL (Oracle Corporation) | 22,875 | USD 5,473,073 -1.9% | USD 239.26 -1.9% | |
| ADI (Analog Devices Inc) | 23,503 | USD 5,369,965 -1.9% | USD 228.48 -1.9% | |
| HUBS (HubSpot Inc) | 12,885 | USD 5,133,384 0.9% | USD 398.4 0.9% | |
| HPQ (HP Inc) | 182,635 | USD 4,799,648 0.4% | USD 26.28 0.4% | |
| DSY.PA (Dassault Systemes SE) | 176,323 | EUR 4,762,522 0.6% | EUR 27.0102 0.6% | |
| GIB-A.TO (CGI Inc) | 52,299 | CAD 4,493,601 1.4% | CAD 85.9214 1.4% | |
| CSCO (Cisco Systems Inc) | 55,111 | USD 3,916,739 0.0% | USD 71.07 0.0% | |
| 4307.T (Nomura Research Institute, Ltd.) | 99,000 | JPY 3,880,490 5.1% | JPY 39.1969 5.1% | |
| IT (Gartner Inc) | 16,424 | USD 3,786,882 1.8% | USD 230.57 1.8% | |
| DT (Dynatrace Holdings LLC) | 80,150 | USD 3,784,683 2.5% | USD 47.22 2.5% | |
| FFIV (F5 Networks Inc) | 15,067 | USD 3,702,565 -0.9% | USD 245.74 -0.9% | |
| MU (Micron Technology Inc) | 15,505 | USD 3,688,950 -0.2% | USD 237.92 -0.2% | |
| SGE.L (Sage Group PLC) | 253,845 | GBP 3,677,854 -0.8% | GBP 14.4886 -0.8% | |
| QCOM (Qualcomm Incorporated) | 15,150 | USD 2,588,984 -1.3% | USD 170.89 -1.3% | |
| SHOP.TO (Shopify Inc) | 16,565 | CAD 2,521,265 -2.4% | CAD 152.204 -2.4% | |
| OTEX.TO (Open Text Corp) | 67,258 | CAD 2,317,198 -4.2% | CAD 34.4524 -4.2% | |
| ACN (Accenture plc) | 8,566 | USD 2,105,180 1.8% | USD 245.76 1.8% | |
| KLAC (KLA-Tencor Corporation) | 1,735 | USD 2,070,497 -1.1% | USD 1193.37 -1.1% | |
| TXN (Texas Instruments Incorporated) | 12,463 | USD 2,000,935 -0.5% | USD 160.55 -0.5% | |
| ANET (Arista Networks) | 14,484 | USD 1,950,271 0.5% | USD 134.65 0.5% | |
| APP (Applovin Corp) | 3,139 | USD 1,945,960 -0.2% | USD 619.93 -0.2% | |
| NTNX (Nutanix Inc) | 27,870 | USD 1,940,309 1.2% | USD 69.62 1.2% | |
| CRWD (Crowdstrike Holdings Inc) | 3,385 | USD 1,827,257 1.4% | USD 539.81 1.4% | |
| 6841.T (Yokogawa Electric Corporation) | 59,500 | JPY 1,789,468 -2.7% | JPY 30.0751 -2.7% | |
| 3626.T (TIS Inc.) | 55,900 | JPY 1,752,008 -5.6% | JPY 31.3418 -5.6% | |
| 6857.T (Advantest Corporation) | 10,300 | JPY 1,342,396 -5.6% | JPY 130.33 -5.6% | |
| MRVL (Marvell Technology Group Ltd) | 11,855 | USD 1,077,857 -2.6% | USD 90.92 -2.6% | |
| SNOW (Snowflake Inc.) | 4,048 | USD 1,064,057 -0.7% | USD 262.86 -0.7% | |
| TEL (TE Connectivity Ltd) | 3,918 | USD 949,802 0.0% | USD 242.42 0.0% | |
| 6861.T (Keyence Corporation) | 2,600 | JPY 933,725 -1.3% | JPY 359.125 -1.3% | |
| MSTR (MicroStrategy Incorporated) | 3,349 | USD 810,224 2.0% | USD 241.93 2.0% | |
| FTNT (Fortinet Inc) | 8,592 | USD 702,740 1.6% | USD 81.79 1.6% | |
| DDOG (Datadog Inc) | 3,591 | USD 686,743 0.2% | USD 191.24 0.2% | |
| CSU.TO (Constellation Software Inc.) | 284 | CAD 683,190 0.2% | CAD 2405.6 0.2% | |
| DELL (Dell Technologies Inc) | 4,329 | USD 635,064 -1.7% | USD 146.7 -1.7% | |
| MPWR (Monolithic Power Systems Inc) | 594 | USD 569,206 0.0% | USD 958.259 0.0% | |
| FICO (Fair Isaac Corporation) | 325 | USD 565,500 3.9% | USD 1740 3.9% | |
| CLS.TO (Celestica Inc.) | 1,579 | CAD 506,644 -5.8% | CAD 320.864 -5.8% | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 23,200 | JPY 492,631 -3.0% | JPY 21.2341 -3.0% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 6,596 | USD 482,827 0.5% | USD 73.2 0.5% | |
| 6762.T (TDK Corporation) | 26,900 | JPY 437,882 -2.5% | JPY 16.2781 -2.5% | |
| 6146.T (Disco Corporation) | 1,300 | JPY 411,858 -4.0% | JPY 316.814 -4.0% | |
| PSTG (Pure Storage Inc) | 4,545 | USD 409,368 -3.2% | USD 90.07 -3.2% | |
| FSLR (First Solar Inc) | 1,515 | USD 405,475 -1.6% | USD 267.64 -1.6% | |
| ZS (Zscaler Inc) | 1,233 | USD 394,572 0.7% | USD 320.01 0.7% | |
| MCHP (Microchip Technology Inc) | 6,998 | USD 393,847 -5.2% | USD 56.2799 -5.2% | |
| 7751.T (Canon Inc.) | 13,500 | JPY 387,502 1.4% | JPY 28.7039 1.4% | |
| TER (Teradyne Inc) | 2,094 | USD 381,694 -1.5% | USD 182.28 -1.5% | |
| ASM.AS (ASM International NV) | 615 | EUR 374,928 -2.8% | EUR 609.639 -2.8% | |
| MDB (MongoDB) | 1,012 | USD 365,372 1.5% | USD 361.04 1.5% | |
| 6920.T (Lasertec Corporation) | 1,900 | JPY 361,019 -2.0% | JPY 190.01 -2.0% | |
| 4901.T (FUJIFILM Holdings Corporation) | 13,500 | JPY 299,706 -0.3% | JPY 22.2004 -0.3% | |
| CAP.PA (Capgemini SE) | 2,041 | EUR 291,346 -0.8% | EUR 142.747 -0.8% | |
| BESI.AS (BE Semiconductor Industries NV) | 1,844 | EUR 286,272 -2.3% | EUR 155.245 -2.3% | |
| SMCI (Super Micro Computer Inc) | 7,149 | USD 284,244 -1.4% | USD 39.76 -1.4% | |
| HLMA.L (Halma PLC) | 6,240 | GBP 278,408 -0.7% | GBP 44.6167 -0.7% | |
| ENTG (Entegris Inc) | 3,083 | USD 267,204 1.1% | USD 86.6701 1.1% | |
| ON (ON Semiconductor Corporation) | 5,528 | USD 264,404 -2.0% | USD 47.83 -2.0% | |
| GDDY (Godaddy Inc) | 2,000 | USD 264,060 -0.7% | USD 132.03 -0.7% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 3,200 | JPY 258,048 -1.7% | JPY 80.64 -1.7% | |
| CHKP (Check Point Software Technologies Ltd) | 1,274 | USD 255,169 1.9% | USD 200.29 1.9% | |
| TWLO (Twilio Inc) | 1,977 | USD 252,423 0.2% | USD 127.68 0.2% | |
| 6971.T (Kyocera Corporation) | 19,000 | JPY 250,666 0.2% | JPY 13.1929 0.2% | |
| 7701.T (Shimadzu Corporation) | 9,500 | JPY 247,316 -0.6% | JPY 26.0333 -0.6% | |
| TRMB (Trimble Inc) | 3,116 | USD 245,852 0.1% | USD 78.8999 0.1% | |
| VRSN (VeriSign Inc) | 1,008 | USD 243,906 1.0% | USD 241.97 1.0% | |
| 6723.T (Renesas Electronics Corporation) | 20,300 | JPY 243,295 -3.8% | JPY 11.985 -3.8% | |
| TYL (Tyler Technologies Inc) | 521 | USD 241,447 -0.3% | USD 463.43 -0.3% | |
| ZM (Zoom Video Communications Inc) | 2,939 | USD 240,087 -0.6% | USD 81.69 -0.6% | |
| 9719.T (SCSK Corporation) | 6,400 | JPY 237,237 0.0% | JPY 37.0683 0.0% | |
| 4768.T (Otsuka Corporation) | 11,400 | JPY 224,799 -0.4% | JPY 19.7192 -0.4% | |
| 4684.T (OBIC Co.,Ltd.) | 6,800 | JPY 219,563 3.1% | JPY 32.2887 3.1% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 219,314 1.2% | JPY 91.3808 1.2% | |
| BSY (Bentley Systems Inc) | 4,693 | USD 219,210 0.6% | USD 46.71 0.6% | |
| STMPA.PA (STMicroelectronics NV) | 9,272 | EUR 216,317 -1.5% | EUR 23.3301 -1.5% | |
| DOCU (DocuSign Inc) | 2,947 | USD 205,406 0.0% | USD 69.7 0.0% | |
| ZBRA (Zebra Technologies Corporation) | 753 | USD 195,434 0.5% | USD 259.54 0.5% | |
| AKAM (Akamai Technologies Inc) | 2,327 | USD 194,863 14.7% | USD 83.74 14.7% | |
| IOT (Samsara Inc) | 4,964 | USD 192,752 1.9% | USD 38.83 1.9% | |
| OKTA (Okta Inc) | 1,974 | USD 168,205 -0.8% | USD 85.2102 -0.8% | |
| DSG.TO (Descartes Systems Group Inc) | 1,976 | CAD 166,186 0.3% | CAD 84.1022 0.3% | |
| NEM.DE (Nemetschek SE) | 1,504 | EUR 162,650 0.8% | EUR 108.145 0.8% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 157,884 0.3% | JPY 50.9303 0.3% | |
| MNDY (Monday.Com Ltd) | 748 | USD 141,813 4.7% | USD 189.59 4.7% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 1,274,693 | USD 239,744,259 -3.7% | USD 188.08 -3.7% | |
| AAPL (Apple Inc) | 658,869 | USD 177,743,090 -0.1% | USD 269.77 -0.1% | |
| MSFT (Microsoft Corporation) | 286,849 | USD 142,592,638 -2.0% | USD 497.1 -2.0% | |
| AVGO (Broadcom Inc) | 206,843 | USD 73,551,302 -0.9% | USD 355.59 -0.9% | |
| LRCX (Lam Research Corp) | 207,385 | USD 33,635,773 -1.7% | USD 162.19 -1.7% | |
| ASML.AS (ASML Holding NV) | 30,901 | EUR 31,924,794 -0.7% | EUR 1033.13 -0.7% | |
| CRM (Salesforce.com Inc) | 98,780 | USD 23,635,091 -5.3% | USD 239.27 -5.3% | |
| SAP.DE (SAP SE) | 92,845 | EUR 23,350,833 -3.9% | EUR 251.503 -3.9% | |
| INTU (Intuit Inc) | 29,795 | USD 19,475,204 -0.3% | USD 653.64 -0.3% | |
| NOW (ServiceNow Inc) | 20,191 | USD 17,339,425 -2.4% | USD 858.77 -2.4% | |
| ADSK (Autodesk Inc) | 56,142 | USD 16,554,030 -2.0% | USD 294.86 -2.0% | |
| INTC (Intel Corporation) | 398,181 | USD 14,828,260 -3.0% | USD 37.24 -3.0% | |
| PANW (Palo Alto Networks Inc) | 68,848 | USD 14,552,402 -0.8% | USD 211.37 -0.8% | |
| 8035.T (Tokyo Electron Limited) | 64,600 | JPY 14,030,636 0.4% | JPY 217.193 0.4% | |
| ADBE (Adobe Systems Incorporated) | 39,896 | USD 13,059,956 -2.4% | USD 327.35 -2.4% | |
| 6702.T (Fujitsu Limited) | 381,900 | JPY 9,816,294 2.5% | JPY 25.7038 2.5% | |
| 6701.T (NEC Corporation) | 268,300 | JPY 9,809,100 -0.1% | JPY 36.5602 -0.1% | |
| NXPI (NXP Semiconductors NV) | 45,715 | USD 9,437,862 -1.9% | USD 206.45 -1.9% | |
| CDNS (Cadence Design Systems Inc) | 28,315 | USD 9,186,802 -1.0% | USD 324.45 -1.0% | |
| WDAY (Workday Inc) | 40,897 | USD 9,181,377 -3.3% | USD 224.5 -3.3% | |
| IFX.DE (Infineon Technologies AG) | 217,937 | EUR 8,530,487 -0.4% | EUR 39.142 -0.4% | |
| HPE (Hewlett Packard Enterprise Co) | 344,209 | USD 8,054,491 -1.3% | USD 23.4 -1.3% | |
| SNPS (Synopsys Inc) | 20,292 | USD 8,038,473 -3.2% | USD 396.14 -3.2% | |
| PLTR (Palantir Technologies Inc) | 34,400 | USD 6,021,720 -6.8% | USD 175.05 -6.8% | |
| NTAP (NetApp Inc) | 52,559 | USD 5,979,637 -1.7% | USD 113.77 -1.7% | |
| ORCL (Oracle Corporation) | 22,875 | USD 5,576,925 -2.6% | USD 243.8 -2.6% | |
| NOKIA.HE (Nokia Oyj) | 812,047 | EUR 5,571,768 0.8% | EUR 6.86139 0.8% | |
| ADI (Analog Devices Inc) | 23,503 | USD 5,473,379 -1.3% | USD 232.88 -1.3% | |
| PTC (PTC Inc) | 31,464 | USD 5,472,534 -8.4% | USD 173.93 -8.4% | |
| HUBS (HubSpot Inc) | 12,885 | USD 5,088,931 -15.0% | USD 394.95 -15.0% | |
| HPQ (HP Inc) | 182,635 | USD 4,779,558 -1.8% | USD 26.17 -1.8% | |
| DSY.PA (Dassault Systemes SE) | 176,323 | EUR 4,732,664 -2.5% | EUR 26.8409 -2.5% | |
| GIB-A.TO (CGI Inc) | 52,299 | CAD 4,431,008 -5.2% | CAD 84.7245 -5.2% | |
| CSCO (Cisco Systems Inc) | 55,111 | USD 3,915,085 -1.5% | USD 71.04 -1.5% | |
| FFIV (F5 Networks Inc) | 15,067 | USD 3,737,972 0.6% | USD 248.09 0.6% | |
| IT (Gartner Inc) | 16,424 | USD 3,719,051 -4.5% | USD 226.44 -4.5% | |
| SGE.L (Sage Group PLC) | 253,845 | GBP 3,708,495 -3.6% | GBP 14.6093 -3.6% | |
| MU (Micron Technology Inc) | 15,505 | USD 3,695,307 0.3% | USD 238.33 0.3% | |
| 4307.T (Nomura Research Institute, Ltd.) | 99,000 | JPY 3,693,827 3.4% | JPY 37.3114 3.4% | |
| DT (Dynatrace Holdings LLC) | 80,150 | USD 3,691,709 -2.8% | USD 46.06 -2.8% | |
| QCOM (Qualcomm Incorporated) | 15,150 | USD 2,623,980 -3.6% | USD 173.2 -3.6% | |
| SHOP.TO (Shopify Inc) | 16,565 | CAD 2,582,900 -4.5% | CAD 155.925 -4.5% | |
| OTEX.TO (Open Text Corp) | 67,258 | CAD 2,417,966 -5.3% | CAD 35.9506 -5.3% | |
| KLAC (KLA-Tencor Corporation) | 1,735 | USD 2,093,104 -1.7% | USD 1206.4 -1.7% | |
| ACN (Accenture plc) | 8,566 | USD 2,067,318 -2.6% | USD 241.34 -2.6% | |
| TXN (Texas Instruments Incorporated) | 12,463 | USD 2,011,279 -1.3% | USD 161.38 -1.3% | |
| APP (Applovin Corp) | 3,139 | USD 1,950,449 0.7% | USD 621.36 0.7% | |
| ANET (Arista Networks) | 14,484 | USD 1,941,146 -4.6% | USD 134.02 -4.6% | |
| NTNX (Nutanix Inc) | 27,870 | USD 1,917,456 -1.3% | USD 68.8 -1.3% | |
| 3626.T (TIS Inc.) | 55,900 | JPY 1,856,396 -1.6% | JPY 33.2092 -1.6% | |
| 6841.T (Yokogawa Electric Corporation) | 59,500 | JPY 1,838,363 1.9% | JPY 30.8969 1.9% | |
| CRWD (Crowdstrike Holdings Inc) | 3,385 | USD 1,802,580 -0.3% | USD 532.52 -0.3% | |
| 6857.T (Advantest Corporation) | 10,300 | JPY 1,421,641 4.0% | JPY 138.023 4.0% | |
| MRVL (Marvell Technology Group Ltd) | 11,855 | USD 1,106,427 0.5% | USD 93.33 0.5% | |
| SNOW (Snowflake Inc.) | 4,048 | USD 1,071,587 0.0% | USD 264.72 0.0% | |
| TEL (TE Connectivity Ltd) | 3,918 | USD 950,115 -2.6% | USD 242.5 -2.6% | |
| 6861.T (Keyence Corporation) | 2,600 | JPY 946,149 -0.1% | JPY 363.903 -0.1% | |
| MSTR (MicroStrategy Incorporated) | 3,349 | USD 794,383 -7.0% | USD 237.2 -7.0% | |
| FTNT (Fortinet Inc) | 8,592 | USD 692,000 -6.3% | USD 80.54 -6.3% | |
| DDOG (Datadog Inc) | 3,591 | USD 685,235 23.1% | USD 190.82 23.1% | |
| CSU.TO (Constellation Software Inc.) | 284 | CAD 681,914 -5.0% | CAD 2401.11 -5.0% | |
| DELL (Dell Technologies Inc) | 4,329 | USD 645,800 -2.1% | USD 149.18 -2.1% | |
| MPWR (Monolithic Power Systems Inc) | 594 | USD 569,094 -4.2% | USD 958.071 -4.2% | |
| FICO (Fair Isaac Corporation) | 325 | USD 544,310 2.8% | USD 1674.8 2.8% | |
| CLS.TO (Celestica Inc.) | 1,579 | CAD 537,880 -3.2% | CAD 340.646 -3.2% | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 23,200 | JPY 507,675 1.2% | JPY 21.8825 1.2% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 6,596 | USD 480,387 -2.5% | USD 72.83 -2.5% | |
| 6762.T (TDK Corporation) | 26,900 | JPY 449,124 2.5% | JPY 16.6961 2.5% | |
| 6146.T (Disco Corporation) | 1,300 | JPY 429,003 7.1% | JPY 330.002 7.1% | |
| PSTG (Pure Storage Inc) | 4,545 | USD 423,094 -4.0% | USD 93.09 -4.0% | |
| MCHP (Microchip Technology Inc) | 6,998 | USD 415,331 -2.4% | USD 59.35 -2.4% | |
| FSLR (First Solar Inc) | 1,515 | USD 412,050 -2.0% | USD 271.98 -2.0% | |
| ZS (Zscaler Inc) | 1,233 | USD 391,995 -1.8% | USD 317.92 -1.8% | |
| TER (Teradyne Inc) | 2,094 | USD 387,432 -1.4% | USD 185.02 -1.4% | |
| ASM.AS (ASM International NV) | 615 | EUR 385,924 -0.7% | EUR 627.519 -0.7% | |
| 7751.T (Canon Inc.) | 13,500 | JPY 382,275 0.0% | JPY 28.3167 0.0% | |
| 6920.T (Lasertec Corporation) | 1,900 | JPY 368,545 4.5% | JPY 193.971 4.5% | |
| MDB (MongoDB) | 1,012 | USD 360,100 1.6% | USD 355.83 1.6% | |
| 4901.T (FUJIFILM Holdings Corporation) | 13,500 | JPY 300,705 -2.9% | JPY 22.2744 -2.9% | |
| CAP.PA (Capgemini SE) | 2,041 | EUR 293,813 -2.3% | EUR 143.955 -2.3% | |
| BESI.AS (BE Semiconductor Industries NV) | 1,844 | EUR 293,116 -2.1% | EUR 158.957 -2.1% | |
| SMCI (Super Micro Computer Inc) | 7,149 | USD 288,355 -4.0% | USD 40.335 -4.0% | |
| HLMA.L (Halma PLC) | 6,240 | GBP 280,272 -3.6% | GBP 44.9154 -3.6% | |
| ON (ON Semiconductor Corporation) | 5,528 | USD 269,766 -2.6% | USD 48.7999 -2.6% | |
| GDDY (Godaddy Inc) | 2,000 | USD 265,900 -0.1% | USD 132.95 -0.1% | |
| ENTG (Entegris Inc) | 3,083 | USD 264,213 -3.2% | USD 85.7 -3.2% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 3,200 | JPY 262,434 -0.4% | JPY 82.0106 -0.4% | |
| 6723.T (Renesas Electronics Corporation) | 20,300 | JPY 252,872 3.8% | JPY 12.4567 3.8% | |
| TWLO (Twilio Inc) | 1,977 | USD 252,028 -3.0% | USD 127.48 -3.0% | |
| CHKP (Check Point Software Technologies Ltd) | 1,274 | USD 250,366 0.6% | USD 196.52 0.6% | |
| 6971.T (Kyocera Corporation) | 19,000 | JPY 250,082 1.4% | JPY 13.1622 1.4% | |
| 7701.T (Shimadzu Corporation) | 9,500 | JPY 248,841 -1.1% | JPY 26.1938 -1.1% | |
| TRMB (Trimble Inc) | 3,116 | USD 245,603 -2.2% | USD 78.82 -2.2% | |
| TYL (Tyler Technologies Inc) | 521 | USD 242,270 0.9% | USD 465.01 0.9% | |
| ZM (Zoom Video Communications Inc) | 2,939 | USD 241,645 -1.6% | USD 82.2201 -1.6% | |
| VRSN (VeriSign Inc) | 1,008 | USD 241,517 -1.8% | USD 239.6 -1.8% | |
| 9719.T (SCSK Corporation) | 6,400 | JPY 237,162 0.8% | JPY 37.0566 0.8% | |
| 4768.T (Otsuka Corporation) | 11,400 | JPY 225,706 1.1% | JPY 19.7988 1.1% | |
| STMPA.PA (STMicroelectronics NV) | 9,272 | EUR 219,713 -0.2% | EUR 23.6964 -0.2% | |
| BSY (Bentley Systems Inc) | 4,693 | USD 217,896 -4.2% | USD 46.43 -4.2% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 216,814 -0.8% | JPY 90.3392 -0.8% | |
| 4684.T (OBIC Co.,Ltd.) | 6,800 | JPY 213,030 0.2% | JPY 31.3279 0.2% | |
| DOCU (DocuSign Inc) | 2,947 | USD 205,494 -1.7% | USD 69.7299 -1.7% | |
| ZBRA (Zebra Technologies Corporation) | 753 | USD 194,455 -3.0% | USD 258.24 -3.0% | |
| IOT (Samsara Inc) | 4,964 | USD 189,128 -1.7% | USD 38.0999 -1.7% | |
| AKAM (Akamai Technologies Inc) | 2,327 | USD 169,871 0.0% | USD 73 0.0% | |
| OKTA (Okta Inc) | 1,974 | USD 169,507 -1.4% | USD 85.8698 -1.4% | |
| DSG.TO (Descartes Systems Group Inc) | 1,976 | CAD 165,654 -1.9% | CAD 83.833 -1.9% | |
| NEM.DE (Nemetschek SE) | 1,504 | EUR 161,319 -6.1% | EUR 107.26 -6.1% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 157,379 0.3% | JPY 50.7674 0.3% | |
| MNDY (Monday.Com Ltd) | 748 | USD 135,403 -5.8% | USD 181.02 -5.8% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 1,274,693 | USD 248,832,821 -1.8% | USD 195.21 -1.8% | |
| AAPL (Apple Inc) | 658,869 | USD 177,986,872 0.0% | USD 270.14 0.0% | |
| MSFT (Microsoft Corporation) | 286,849 | USD 145,478,339 -1.4% | USD 507.16 -1.4% | |
| AVGO (Broadcom Inc) | 206,843 | USD 74,252,500 2.0% | USD 358.98 2.0% | |
| LRCX (Lam Research Corp) | 207,385 | USD 34,228,894 6.0% | USD 165.05 6.0% | |
| ASML.AS (ASML Holding NV) | 30,901 | EUR 32,158,242 -1.4% | EUR 1040.69 -1.4% | |
| CRM (Salesforce.com Inc) | 98,780 | USD 24,959,730 -0.7% | USD 252.68 -0.7% | |
| SAP.DE (SAP SE) | 92,845 | EUR 24,294,176 0.7% | EUR 261.664 0.7% | |
| INTU (Intuit Inc) | 29,795 | USD 19,525,557 -0.8% | USD 655.33 -0.8% | |
| NOW (ServiceNow Inc) | 20,191 | USD 17,760,609 -0.9% | USD 879.63 -0.9% | |
| ADSK (Autodesk Inc) | 56,142 | USD 16,896,496 0.0% | USD 300.96 0.0% | |
| INTC (Intel Corporation) | 398,181 | USD 15,282,187 3.6% | USD 38.38 3.6% | |
| PANW (Palo Alto Networks Inc) | 68,848 | USD 14,677,017 -0.6% | USD 213.18 -0.6% | |
| 8035.T (Tokyo Electron Limited) | 64,600 | JPY 13,971,302 -4.6% | JPY 216.274 -4.6% | |
| ADBE (Adobe Systems Incorporated) | 39,896 | USD 13,386,305 0.1% | USD 335.53 0.1% | |
| 6701.T (NEC Corporation) | 268,300 | JPY 9,819,437 0.6% | JPY 36.5987 0.6% | |
| NXPI (NXP Semiconductors NV) | 45,715 | USD 9,620,265 2.9% | USD 210.44 2.9% | |
| 6702.T (Fujitsu Limited) | 381,900 | JPY 9,576,273 -1.9% | JPY 25.0753 -1.9% | |
| WDAY (Workday Inc) | 40,897 | USD 9,492,194 -0.6% | USD 232.1 -0.6% | |
| CDNS (Cadence Design Systems Inc) | 28,315 | USD 9,276,843 -1.7% | USD 327.63 -1.7% | |
| IFX.DE (Infineon Technologies AG) | 217,937 | EUR 8,568,318 0.1% | EUR 39.3156 0.1% | |
| SNPS (Synopsys Inc) | 20,292 | USD 8,301,660 -1.7% | USD 409.11 -1.7% | |
| HPE (Hewlett Packard Enterprise Co) | 344,209 | USD 8,161,195 0.6% | USD 23.71 0.6% | |
| PLTR (Palantir Technologies Inc) | 34,400 | USD 6,463,760 -1.5% | USD 187.9 -1.5% | |
| NTAP (NetApp Inc) | 52,559 | USD 6,080,551 2.1% | USD 115.69 2.1% | |
| HUBS (HubSpot Inc) | 12,885 | USD 5,987,788 -1.5% | USD 464.71 -1.5% | |
| PTC (PTC Inc) | 31,464 | USD 5,977,216 -1.1% | USD 189.97 -1.1% | |
| ORCL (Oracle Corporation) | 22,875 | USD 5,725,841 0.9% | USD 250.31 0.9% | |
| ADI (Analog Devices Inc) | 23,503 | USD 5,546,708 2.9% | USD 236 2.9% | |
| NOKIA.HE (Nokia Oyj) | 812,047 | EUR 5,529,506 -0.4% | EUR 6.80934 -0.4% | |
| HPQ (HP Inc) | 182,635 | USD 4,865,396 2.7% | USD 26.64 2.7% | |
| DSY.PA (Dassault Systemes SE) | 176,323 | EUR 4,853,580 -0.4% | EUR 27.5266 -0.4% | |
| GIB-A.TO (CGI Inc) | 52,299 | CAD 4,675,458 4.7% | CAD 89.3986 4.7% | |
| CSCO (Cisco Systems Inc) | 55,111 | USD 3,973,503 -0.3% | USD 72.1 -0.3% | |
| IT (Gartner Inc) | 16,424 | USD 3,894,459 4.4% | USD 237.12 4.4% | |
| SGE.L (Sage Group PLC) | 253,845 | GBP 3,845,168 1.0% | GBP 15.1477 1.0% | |
| DT (Dynatrace Holdings LLC) | 80,150 | USD 3,798,309 -4.5% | USD 47.39 -4.5% | |
| FFIV (F5 Networks Inc) | 15,067 | USD 3,713,865 2.1% | USD 246.49 2.1% | |
| MU (Micron Technology Inc) | 15,505 | USD 3,682,438 8.9% | USD 237.5 8.9% | |
| 4307.T (Nomura Research Institute, Ltd.) | 99,000 | JPY 3,571,302 1.2% | JPY 36.0738 1.2% | |
| QCOM (Qualcomm Incorporated) | 15,150 | USD 2,722,758 4.0% | USD 179.72 4.0% | |
| SHOP.TO (Shopify Inc) | 16,565 | CAD 2,704,602 1.2% | CAD 163.272 1.2% | |
| OTEX.TO (Open Text Corp) | 67,258 | CAD 2,553,571 2.0% | CAD 37.9668 2.0% | |
| KLAC (KLA-Tencor Corporation) | 1,735 | USD 2,129,019 2.8% | USD 1227.1 2.8% | |
| ACN (Accenture plc) | 8,566 | USD 2,122,826 2.0% | USD 247.82 2.0% | |
| TXN (Texas Instruments Incorporated) | 12,463 | USD 2,038,573 2.6% | USD 163.57 2.6% | |
| ANET (Arista Networks) | 14,484 | USD 2,033,843 -8.6% | USD 140.42 -8.6% | |
| NTNX (Nutanix Inc) | 27,870 | USD 1,942,818 -0.5% | USD 69.71 -0.5% | |
| APP (Applovin Corp) | 3,139 | USD 1,936,920 1.4% | USD 617.05 1.4% | |
| 3626.T (TIS Inc.) | 55,900 | JPY 1,886,097 3.2% | JPY 33.7406 3.2% | |
| CRWD (Crowdstrike Holdings Inc) | 3,385 | USD 1,808,064 0.0% | USD 534.14 0.0% | |
| 6841.T (Yokogawa Electric Corporation) | 59,500 | JPY 1,803,953 -1.0% | JPY 30.3185 -1.0% | |
| 6857.T (Advantest Corporation) | 10,300 | JPY 1,367,481 -6.5% | JPY 132.765 -6.5% | |
| MRVL (Marvell Technology Group Ltd) | 11,855 | USD 1,101,330 6.1% | USD 92.9 6.1% | |
| SNOW (Snowflake Inc.) | 4,048 | USD 1,071,870 -0.2% | USD 264.79 -0.2% | |
| TEL (TE Connectivity Ltd) | 3,918 | USD 975,582 2.2% | USD 249 2.2% | |
| 6861.T (Keyence Corporation) | 2,600 | JPY 947,354 -1.1% | JPY 364.367 -1.1% | |
| MSTR (MicroStrategy Incorporated) | 3,349 | USD 853,995 3.2% | USD 255 3.2% | |
| FTNT (Fortinet Inc) | 8,592 | USD 738,826 0.9% | USD 85.99 0.9% | |
| CSU.TO (Constellation Software Inc.) | 284 | CAD 717,963 1.5% | CAD 2528.04 1.5% | |
| DELL (Dell Technologies Inc) | 4,329 | USD 659,783 -1.4% | USD 152.41 -1.4% | |
| MPWR (Monolithic Power Systems Inc) | 594 | USD 594,089 4.4% | USD 1000.15 4.4% | |
| DDOG (Datadog Inc) | 3,591 | USD 556,533 -1.6% | USD 154.98 -1.6% | |
| CLS.TO (Celestica Inc.) | 1,579 | CAD 555,777 4.8% | CAD 351.98 4.8% | |
| FICO (Fair Isaac Corporation) | 325 | USD 529,490 1.4% | USD 1629.2 1.4% | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 23,200 | JPY 501,756 -4.1% | JPY 21.6274 -4.1% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 6,596 | USD 492,457 2.5% | USD 74.6599 2.5% | |
| PSTG (Pure Storage Inc) | 4,545 | USD 440,910 2.0% | USD 97.0099 2.0% | |
| 6762.T (TDK Corporation) | 26,900 | JPY 438,120 -3.7% | JPY 16.287 -3.7% | |
| MCHP (Microchip Technology Inc) | 6,998 | USD 425,478 2.2% | USD 60.7999 2.2% | |
| FSLR (First Solar Inc) | 1,515 | USD 420,246 5.6% | USD 277.39 5.6% | |
| 6146.T (Disco Corporation) | 1,300 | JPY 400,544 -8.9% | JPY 308.111 -8.9% | |
| ZS (Zscaler Inc) | 1,233 | USD 399,369 -1.3% | USD 323.9 -1.3% | |
| TER (Teradyne Inc) | 2,094 | USD 392,813 6.8% | USD 187.59 6.8% | |
| ASM.AS (ASM International NV) | 615 | EUR 388,560 -1.8% | EUR 631.805 -1.8% | |
| 7751.T (Canon Inc.) | 13,500 | JPY 382,264 -1.3% | JPY 28.3159 -1.3% | |
| MDB (MongoDB) | 1,012 | USD 354,483 -1.6% | USD 350.28 -1.6% | |
| 6920.T (Lasertec Corporation) | 1,900 | JPY 352,675 -7.5% | JPY 185.618 -7.5% | |
| 4901.T (FUJIFILM Holdings Corporation) | 13,500 | JPY 309,556 -1.1% | JPY 22.9301 -1.1% | |
| CAP.PA (Capgemini SE) | 2,041 | EUR 300,589 0.2% | EUR 147.275 0.2% | |
| SMCI (Super Micro Computer Inc) | 7,149 | USD 300,472 -11.3% | USD 42.0299 -11.3% | |
| BESI.AS (BE Semiconductor Industries NV) | 1,844 | EUR 299,517 -0.8% | EUR 162.428 -0.8% | |
| HLMA.L (Halma PLC) | 6,240 | GBP 290,686 0.7% | GBP 46.5843 0.7% | |
| ON (ON Semiconductor Corporation) | 5,528 | USD 276,842 3.7% | USD 50.08 3.7% | |
| ENTG (Entegris Inc) | 3,083 | USD 272,846 2.4% | USD 88.5002 2.4% | |
| GDDY (Godaddy Inc) | 2,000 | USD 266,200 -1.5% | USD 133.1 -1.5% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 3,200 | JPY 263,495 -1.8% | JPY 82.3422 -1.8% | |
| TWLO (Twilio Inc) | 1,977 | USD 259,798 1.1% | USD 131.41 1.1% | |
| 7701.T (Shimadzu Corporation) | 9,500 | JPY 251,638 -2.9% | JPY 26.4882 -2.9% | |
| TRMB (Trimble Inc) | 3,116 | USD 251,056 2.5% | USD 80.57 2.5% | |
| CHKP (Check Point Software Technologies Ltd) | 1,274 | USD 248,952 1.9% | USD 195.41 1.9% | |
| 6971.T (Kyocera Corporation) | 19,000 | JPY 246,712 -1.4% | JPY 12.9848 -1.4% | |
| VRSN (VeriSign Inc) | 1,008 | USD 245,982 1.6% | USD 244.03 1.6% | |
| ZM (Zoom Video Communications Inc) | 2,939 | USD 245,612 -0.3% | USD 83.5699 -0.3% | |
| 6723.T (Renesas Electronics Corporation) | 20,300 | JPY 243,529 -4.8% | JPY 11.9965 -4.8% | |
| TYL (Tyler Technologies Inc) | 521 | USD 240,082 -1.9% | USD 460.81 -1.9% | |
| 9719.T (SCSK Corporation) | 6,400 | JPY 235,310 -0.6% | JPY 36.7672 -0.6% | |
| BSY (Bentley Systems Inc) | 4,693 | USD 227,517 -1.0% | USD 48.4801 -1.0% | |
| 4768.T (Otsuka Corporation) | 11,400 | JPY 223,205 1.0% | JPY 19.5794 1.0% | |
| STMPA.PA (STMicroelectronics NV) | 9,272 | EUR 220,051 -0.6% | EUR 23.7329 -0.6% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 218,542 -0.1% | JPY 91.0592 -0.1% | |
| 4684.T (OBIC Co.,Ltd.) | 6,800 | JPY 212,556 0.8% | JPY 31.2582 0.8% | |
| DOCU (DocuSign Inc) | 2,947 | USD 208,942 0.1% | USD 70.8999 0.1% | |
| ZBRA (Zebra Technologies Corporation) | 753 | USD 200,501 2.3% | USD 266.27 2.3% | |
| IOT (Samsara Inc) | 4,964 | USD 192,355 0.1% | USD 38.75 0.1% | |
| OKTA (Okta Inc) | 1,974 | USD 171,995 0.2% | USD 87.1302 0.2% | |
| NEM.DE (Nemetschek SE) | 1,504 | EUR 171,867 1.2% | EUR 114.273 1.2% | |
| AKAM (Akamai Technologies Inc) | 2,327 | USD 169,824 1.4% | USD 72.9798 1.4% | |
| DSG.TO (Descartes Systems Group Inc) | 1,976 | CAD 168,944 0.7% | CAD 85.498 0.7% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 156,853 -1.6% | JPY 50.5977 -1.6% | |
| MNDY (Monday.Com Ltd) | 748 | USD 143,788 -0.2% | USD 192.23 -0.2% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 1,274,693 1.0% | USD 253,268,752 -3.0% | USD 198.69 -4.0% | |
| AAPL (Apple Inc) | 658,869 1.0% | USD 177,920,985 1.4% | USD 270.04 0.4% | |
| MSFT (Microsoft Corporation) | 286,849 1.0% | USD 147,535,046 0.5% | USD 514.33 -0.5% | |
| AVGO (Broadcom Inc) | 206,843 1.0% | USD 72,796,325 -2.0% | USD 351.94 -2.9% | |
| ASML.AS (ASML Holding NV) | 30,901 1.0% | EUR 32,599,492 -0.2% | EUR 1054.97 -1.2% | |
| LRCX (Lam Research Corp) | 207,385 1.0% | USD 32,306,435 -2.4% | USD 155.78 -3.4% | |
| CRM (Salesforce.com Inc) | 98,780 1.0% | USD 25,133,583 -1.7% | USD 254.44 -2.6% | |
| SAP.DE (SAP SE) | 92,845 1.0% | EUR 24,118,964 -0.5% | EUR 259.777 -1.5% | |
| INTU (Intuit Inc) | 29,795 1.0% | USD 19,677,214 -1.4% | USD 660.42 -2.3% | |
| NOW (ServiceNow Inc) | 20,191 1.0% | USD 17,920,926 -1.9% | USD 887.57 -2.9% | |
| ADSK (Autodesk Inc) | 56,142 1.0% | USD 16,890,882 0.1% | USD 300.86 -0.9% | |
| PANW (Palo Alto Networks Inc) | 68,848 1.0% | USD 14,769,273 -1.2% | USD 214.52 -2.1% | |
| INTC (Intel Corporation) | 398,181 1.0% | USD 14,744,642 -5.3% | USD 37.03 -6.3% | |
| 8035.T (Tokyo Electron Limited) | 64,600 0.9% | JPY 14,651,286 3.2% | JPY 226.8 2.3% | |
| ADBE (Adobe Systems Incorporated) | 39,896 1.0% | USD 13,379,124 0.4% | USD 335.35 -0.6% | |
| 6701.T (NEC Corporation) | 268,300 1.0% | JPY 9,765,109 0.8% | JPY 36.3962 -0.2% | |
| 6702.T (Fujitsu Limited) | 381,900 1.0% | JPY 9,761,921 -1.3% | JPY 25.5615 -2.3% | |
| WDAY (Workday Inc) | 40,897 1.0% | USD 9,548,223 -0.8% | USD 233.47 -1.8% | |
| CDNS (Cadence Design Systems Inc) | 28,315 1.0% | USD 9,435,124 0.3% | USD 333.22 -0.7% | |
| NXPI (NXP Semiconductors NV) | 45,715 1.0% | USD 9,345,060 -1.9% | USD 204.42 -2.8% | |
| IFX.DE (Infineon Technologies AG) | 217,937 1.0% | EUR 8,562,995 -0.5% | EUR 39.2911 -1.5% | |
| SNPS (Synopsys Inc) | 20,292 1.0% | USD 8,448,574 -5.7% | USD 416.35 -6.6% | |
| HPE (Hewlett Packard Enterprise Co) | 344,209 1.0% | USD 8,109,564 -2.9% | USD 23.56 -3.8% | |
| PLTR (Palantir Technologies Inc) | 34,400 1.0% | USD 6,561,456 -7.0% | USD 190.74 -7.9% | |
| HUBS (HubSpot Inc) | 12,885 1.0% | USD 6,081,591 -3.6% | USD 471.99 -4.6% | |
| PTC (PTC Inc) | 31,464 1.0% | USD 6,042,032 -1.2% | USD 192.03 -2.2% | |
| NTAP (NetApp Inc) | 52,559 1.0% | USD 5,957,037 -2.1% | USD 113.34 -3.1% | |
| ORCL (Oracle Corporation) | 22,875 1.0% | USD 5,676,889 -2.8% | USD 248.17 -3.8% | |
| NOKIA.HE (Nokia Oyj) | 812,047 1.0% | EUR 5,554,433 -2.6% | EUR 6.84004 -3.5% | |
| ADI (Analog Devices Inc) | 23,503 1.0% | USD 5,391,118 -0.8% | USD 229.38 -1.8% | |
| DSY.PA (Dassault Systemes SE) | 176,323 1.0% | EUR 4,871,235 -0.6% | EUR 27.6268 -1.6% | |
| HPQ (HP Inc) | 182,635 1.0% | USD 4,737,552 -3.0% | USD 25.94 -4.0% | |
| GIB-A.TO (CGI Inc) | 52,299 1.0% | CAD 4,466,963 -0.3% | CAD 85.412 -1.3% | |
| CSCO (Cisco Systems Inc) | 55,111 1.0% | USD 3,985,628 -1.9% | USD 72.32 -2.9% | |
| DT (Dynatrace Holdings LLC) | 80,150 1.0% | USD 3,977,845 -0.7% | USD 49.63 -1.7% | |
| SGE.L (Sage Group PLC) | 253,845 1.0% | GBP 3,808,703 -1.6% | GBP 15.004 -2.5% | |
| IT (Gartner Inc) | 16,424 1.0% | USD 3,731,040 -6.7% | USD 227.17 -7.6% | |
| FFIV (F5 Networks Inc) | 15,067 1.0% | USD 3,636,872 -2.1% | USD 241.38 -3.1% | |
| 4307.T (Nomura Research Institute, Ltd.) | 99,000 1.0% | JPY 3,527,716 -8.0% | JPY 35.6335 -8.9% | |
| MU (Micron Technology Inc) | 15,505 1.0% | USD 3,380,555 -6.2% | USD 218.03 -7.1% | |
| SHOP.TO (Shopify Inc) | 16,565 1.0% | CAD 2,672,677 -5.6% | CAD 161.345 -6.6% | |
| QCOM (Qualcomm Incorporated) | 15,150 1.0% | USD 2,618,526 -3.4% | USD 172.84 -4.4% | |
| OTEX.TO (Open Text Corp) | 67,258 1.0% | CAD 2,504,356 -1.4% | CAD 37.2351 -2.3% | |
| ANET (Arista Networks) | 14,484 1.0% | USD 2,224,018 -1.6% | USD 153.55 -2.6% | |
| ACN (Accenture plc) | 8,566 1.0% | USD 2,080,681 -1.2% | USD 242.9 -2.2% | |
| KLAC (KLA-Tencor Corporation) | 1,735 1.0% | USD 2,070,705 -1.1% | USD 1193.49 -2.1% | |
| TXN (Texas Instruments Incorporated) | 12,463 1.0% | USD 1,986,104 -0.3% | USD 159.36 -1.3% | |
| NTNX (Nutanix Inc) | 27,870 1.0% | USD 1,952,851 -0.5% | USD 70.07 -1.5% | |
| APP (Applovin Corp) | 3,139 1.0% | USD 1,910,647 -2.8% | USD 608.68 -3.7% | |
| 3626.T (TIS Inc.) | 55,900 1.1% | JPY 1,827,195 -4.2% | JPY 32.6869 -5.2% | |
| 6841.T (Yokogawa Electric Corporation) | 59,500 1.0% | JPY 1,822,683 3.2% | JPY 30.6333 2.1% | |
| CRWD (Crowdstrike Holdings Inc) | 3,385 1.0% | USD 1,807,319 -2.3% | USD 533.92 -3.3% | |
| 6857.T (Advantest Corporation) | 10,300 1.0% | JPY 1,462,460 -4.5% | JPY 141.986 -5.4% | |
| SNOW (Snowflake Inc.) | 4,048 1.0% | USD 1,074,420 -3.2% | USD 265.42 -4.2% | |
| MRVL (Marvell Technology Group Ltd) | 11,855 1.0% | USD 1,038,379 -2.1% | USD 87.59 -3.1% | |
| 6861.T (Keyence Corporation) | 2,600 | JPY 957,997 -1.0% | JPY 368.46 -1.0% | |
| TEL (TE Connectivity Ltd) | 3,918 1.0% | USD 954,229 -0.3% | USD 243.55 -1.3% | |
| MSTR (MicroStrategy Incorporated) | 3,349 1.0% | USD 827,170 -5.7% | USD 246.99 -6.7% | |
| FTNT (Fortinet Inc) | 8,592 1.1% | USD 732,210 -1.6% | USD 85.22 -2.6% | |
| CSU.TO (Constellation Software Inc.) | 284 1.1% | CAD 707,208 -1.2% | CAD 2490.17 -2.3% | |
| DELL (Dell Technologies Inc) | 4,329 1.1% | USD 669,437 -2.4% | USD 154.64 -3.4% | |
| MPWR (Monolithic Power Systems Inc) | 594 1.0% | USD 568,975 -3.6% | USD 957.87 -4.6% | |
| DDOG (Datadog Inc) | 3,591 1.1% | USD 565,618 -1.8% | USD 157.51 -2.8% | |
| CLS.TO (Celestica Inc.) | 1,579 1.1% | CAD 530,347 -2.6% | CAD 335.875 -3.7% | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 23,200 0.9% | JPY 523,000 3.3% | JPY 22.5431 2.4% | |
| FICO (Fair Isaac Corporation) | 325 0.9% | USD 521,983 -1.8% | USD 1606.1 -2.7% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 6,596 1.1% | USD 480,255 1.2% | USD 72.81 0.1% | |
| 6762.T (TDK Corporation) | 26,900 1.1% | JPY 455,070 -1.4% | JPY 16.9171 -2.5% | |
| 6146.T (Disco Corporation) | 1,300 | JPY 439,591 1.0% | JPY 338.147 1.0% | |
| PSTG (Pure Storage Inc) | 4,545 1.1% | USD 432,230 -2.5% | USD 95.1001 -3.5% | |
| MCHP (Microchip Technology Inc) | 6,998 1.1% | USD 416,381 -3.6% | USD 59.5 -4.7% | |
| ZS (Zscaler Inc) | 1,233 1.1% | USD 404,794 -1.3% | USD 328.3 -2.4% | |
| FSLR (First Solar Inc) | 1,515 1.1% | USD 397,991 -0.1% | USD 262.7 -1.1% | |
| ASM.AS (ASM International NV) | 615 1.0% | EUR 395,784 0.1% | EUR 643.551 -0.8% | |
| 7751.T (Canon Inc.) | 13,500 0.7% | JPY 387,324 0.5% | JPY 28.6907 -0.2% | |
| 6920.T (Lasertec Corporation) | 1,900 | JPY 381,127 8.8% | JPY 200.593 8.8% | |
| TER (Teradyne Inc) | 2,094 1.1% | USD 367,811 -3.0% | USD 175.65 -4.1% | |
| MDB (MongoDB) | 1,012 1.1% | USD 360,110 -2.5% | USD 355.84 -3.6% | |
| SMCI (Super Micro Computer Inc) | 7,149 1.1% | USD 338,863 -5.5% | USD 47.4001 -6.6% | |
| 4901.T (FUJIFILM Holdings Corporation) | 13,500 0.7% | JPY 312,957 0.5% | JPY 23.182 -0.2% | |
| BESI.AS (BE Semiconductor Industries NV) | 1,844 1.2% | EUR 302,081 -1.4% | EUR 163.818 -2.5% | |
| CAP.PA (Capgemini SE) | 2,041 1.1% | EUR 300,109 -0.5% | EUR 147.04 -1.6% | |
| HLMA.L (Halma PLC) | 6,240 1.2% | GBP 288,529 -0.6% | GBP 46.2386 -1.8% | |
| GDDY (Godaddy Inc) | 2,000 1.2% | USD 270,360 1.3% | USD 135.18 0.1% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 3,200 | JPY 268,275 -12.0% | JPY 83.8359 -12.0% | |
| ON (ON Semiconductor Corporation) | 5,528 1.2% | USD 266,892 -3.2% | USD 48.28 -4.3% | |
| ENTG (Entegris Inc) | 3,083 1.2% | USD 266,556 -4.3% | USD 86.4599 -5.4% | |
| 7701.T (Shimadzu Corporation) | 9,500 1.1% | JPY 259,184 2.4% | JPY 27.2825 1.3% | |
| TWLO (Twilio Inc) | 1,977 1.1% | USD 256,951 -3.4% | USD 129.97 -4.5% | |
| 6723.T (Renesas Electronics Corporation) | 20,300 1.0% | JPY 255,876 2.7% | JPY 12.6047 1.7% | |
| 6971.T (Kyocera Corporation) | 19,000 1.1% | JPY 250,328 0.1% | JPY 13.1752 -0.9% | |
| ZM (Zoom Video Communications Inc) | 2,939 1.2% | USD 246,376 -1.7% | USD 83.8299 -2.8% | |
| TRMB (Trimble Inc) | 3,116 1.2% | USD 244,918 0.0% | USD 78.6001 -1.2% | |
| TYL (Tyler Technologies Inc) | 521 1.2% | USD 244,719 1.7% | USD 469.71 0.6% | |
| CHKP (Check Point Software Technologies Ltd) | 1,274 1.2% | USD 244,302 -0.3% | USD 191.76 -1.5% | |
| VRSN (VeriSign Inc) | 1,008 1.2% | USD 242,101 -0.6% | USD 240.18 -1.8% | |
| 9719.T (SCSK Corporation) | 6,400 1.6% | JPY 236,649 2.1% | JPY 36.9764 0.5% | |
| BSY (Bentley Systems Inc) | 4,693 1.2% | USD 229,722 -1.5% | USD 48.9499 -2.7% | |
| STMPA.PA (STMicroelectronics NV) | 9,272 1.2% | EUR 221,472 -1.7% | EUR 23.8861 -2.8% | |
| 4768.T (Otsuka Corporation) | 11,400 0.9% | JPY 221,059 -1.1% | JPY 19.3911 -2.0% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 218,729 -1.3% | JPY 91.1371 -1.3% | |
| 4684.T (OBIC Co.,Ltd.) | 6,800 1.5% | JPY 210,833 1.3% | JPY 31.0049 -0.2% | |
| DOCU (DocuSign Inc) | 2,947 1.2% | USD 208,677 -1.9% | USD 70.81 -3.1% | |
| ZBRA (Zebra Technologies Corporation) | 753 1.1% | USD 196,044 -2.7% | USD 260.351 -3.8% | |
| IOT (Samsara Inc) | 4,964 1.2% | USD 192,206 -3.2% | USD 38.72 -4.4% | |
| OKTA (Okta Inc) | 1,974 1.1% | USD 171,679 -3.4% | USD 86.9701 -4.5% | |
| NEM.DE (Nemetschek SE) | 1,504 1.2% | EUR 169,901 -0.8% | EUR 112.966 -2.0% | |
| DSG.TO (Descartes Systems Group Inc) | 1,976 1.1% | CAD 167,848 -2.6% | CAD 84.9433 -3.7% | |
| AKAM (Akamai Technologies Inc) | 2,327 1.2% | USD 167,474 -2.3% | USD 71.9699 -3.4% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 159,451 0.6% | JPY 51.4358 0.6% | |
| MNDY (Monday.Com Ltd) | 748 1.1% | USD 144,117 -5.1% | USD 192.67 -6.1% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 1,262,120 | USD 261,107,386 2.2% | USD 206.88 2.2% | |
| AAPL (Apple Inc) | 652,370 | USD 175,520,149 -0.5% | USD 269.05 -0.5% | |
| MSFT (Microsoft Corporation) | 284,020 | USD 146,846,861 -0.2% | USD 517.03 -0.2% | |
| AVGO (Broadcom Inc) | 204,802 | USD 74,250,965 -1.9% | USD 362.55 -1.9% | |
| LRCX (Lam Research Corp) | 205,337 | USD 33,108,538 2.4% | USD 161.24 2.4% | |
| ASML.AS (ASML Holding NV) | 30,596 | EUR 32,668,724 0.8% | EUR 1067.74 0.8% | |
| CRM (Salesforce.com Inc) | 97,804 | USD 25,560,097 0.4% | USD 261.34 0.4% | |
| SAP.DE (SAP SE) | 91,928 | EUR 24,244,924 1.8% | EUR 263.738 1.8% | |
| INTU (Intuit Inc) | 29,501 | USD 19,948,281 1.3% | USD 676.19 1.3% | |
| NOW (ServiceNow Inc) | 19,992 | USD 18,269,489 -0.6% | USD 913.84 -0.6% | |
| ADSK (Autodesk Inc) | 55,587 | USD 16,878,437 0.8% | USD 303.64 0.8% | |
| INTC (Intel Corporation) | 394,242 | USD 15,572,559 -1.2% | USD 39.5 -1.2% | |
| PANW (Palo Alto Networks Inc) | 68,167 | USD 14,944,251 -0.5% | USD 219.23 -0.5% | |
| 8035.T (Tokyo Electron Limited) | 64,000 | JPY 14,193,155 0.0% | JPY 221.768 0.0% | |
| ADBE (Adobe Systems Incorporated) | 39,502 | USD 13,330,740 -0.8% | USD 337.47 -0.8% | |
| 6702.T (Fujitsu Limited) | 378,100 | JPY 9,888,864 0.0% | JPY 26.1541 0.0% | |
| 6701.T (NEC Corporation) | 265,700 | JPY 9,685,013 0.0% | JPY 36.4509 0.0% | |
| WDAY (Workday Inc) | 40,492 | USD 9,624,139 -0.9% | USD 237.68 -0.9% | |
| NXPI (NXP Semiconductors NV) | 45,262 | USD 9,522,672 0.6% | USD 210.39 0.6% | |
| CDNS (Cadence Design Systems Inc) | 28,035 | USD 9,403,219 -1.0% | USD 335.41 -1.0% | |
| SNPS (Synopsys Inc) | 20,091 | USD 8,954,961 -1.8% | USD 445.72 -1.8% | |
| IFX.DE (Infineon Technologies AG) | 215,776 | EUR 8,606,505 0.7% | EUR 39.8863 0.7% | |
| HPE (Hewlett Packard Enterprise Co) | 340,794 | USD 8,349,453 0.3% | USD 24.5 0.3% | |
| PLTR (Palantir Technologies Inc) | 34,059 | USD 7,056,344 3.3% | USD 207.18 3.3% | |
| HUBS (HubSpot Inc) | 12,757 | USD 6,309,357 0.5% | USD 494.58 0.5% | |
| PTC (PTC Inc) | 31,152 | USD 6,117,007 -1.1% | USD 196.36 -1.1% | |
| NTAP (NetApp Inc) | 52,037 | USD 6,085,207 -0.7% | USD 116.94 -0.7% | |
| ORCL (Oracle Corporation) | 22,648 | USD 5,839,787 -1.8% | USD 257.85 -1.8% | |
| NOKIA.HE (Nokia Oyj) | 803,967 | EUR 5,700,023 4.8% | EUR 7.08987 4.8% | |
| ADI (Analog Devices Inc) | 23,269 | USD 5,435,871 -0.2% | USD 233.61 -0.2% | |
| DSY.PA (Dassault Systemes SE) | 174,566 | EUR 4,900,710 -1.2% | EUR 28.0737 -1.2% | |
| HPQ (HP Inc) | 180,816 | USD 4,883,840 -2.4% | USD 27.01 -2.4% | |
| GIB-A.TO (CGI Inc) | 51,778 | CAD 4,482,016 -0.6% | CAD 86.5622 -0.6% | |
| CSCO (Cisco Systems Inc) | 54,561 | USD 4,062,066 1.8% | USD 74.45 1.8% | |
| DT (Dynatrace Holdings LLC) | 79,350 | USD 4,005,588 -0.2% | USD 50.48 -0.2% | |
| IT (Gartner Inc) | 16,260 | USD 3,998,659 -1.0% | USD 245.92 -1.0% | |
| SGE.L (Sage Group PLC) | 251,312 | GBP 3,868,836 1.9% | GBP 15.3946 1.9% | |
| 4307.T (Nomura Research Institute, Ltd.) | 98,000 | JPY 3,834,161 0.0% | JPY 39.1241 0.0% | |
| FFIV (F5 Networks Inc) | 14,917 | USD 3,714,930 -1.6% | USD 249.04 -1.6% | |
| MU (Micron Technology Inc) | 15,350 | USD 3,602,645 4.9% | USD 234.7 4.9% | |
| SHOP.TO (Shopify Inc) | 16,399 | CAD 2,832,072 -0.8% | CAD 172.698 -0.8% | |
| QCOM (Qualcomm Incorporated) | 14,998 | USD 2,710,439 -0.1% | USD 180.72 -0.1% | |
| OTEX.TO (Open Text Corp) | 66,583 | CAD 2,538,659 -0.7% | CAD 38.1277 -0.7% | |
| ANET (Arista Networks) | 14,338 | USD 2,259,525 -0.1% | USD 157.59 -0.1% | |
| ACN (Accenture plc) | 8,480 | USD 2,106,771 -0.7% | USD 248.44 -0.7% | |
| KLAC (KLA-Tencor Corporation) | 1,718 | USD 2,094,483 0.9% | USD 1219.14 0.9% | |
| TXN (Texas Instruments Incorporated) | 12,337 | USD 1,991,932 | USD 161.46 | |
| APP (Applovin Corp) | 3,108 | USD 1,964,691 -0.8% | USD 632.14 -0.8% | |
| NTNX (Nutanix Inc) | 27,588 | USD 1,963,162 -0.1% | USD 71.16 -0.1% | |
| 3626.T (TIS Inc.) | 55,300 | JPY 1,907,020 0.0% | JPY 34.485 0.0% | |
| CRWD (Crowdstrike Holdings Inc) | 3,351 | USD 1,849,484 1.6% | USD 551.92 1.6% | |
| 6841.T (Yokogawa Electric Corporation) | 58,900 | JPY 1,766,713 0.0% | JPY 29.9951 0.0% | |
| 6857.T (Advantest Corporation) | 10,200 | JPY 1,531,075 0.0% | JPY 150.105 0.0% | |
| SNOW (Snowflake Inc.) | 4,007 | USD 1,110,500 0.8% | USD 277.14 0.8% | |
| MRVL (Marvell Technology Group Ltd) | 11,733 | USD 1,060,311 -3.6% | USD 90.37 -3.6% | |
| 6861.T (Keyence Corporation) | 2,600 | JPY 967,799 0.0% | JPY 372.23 0.0% | |
| TEL (TE Connectivity Ltd) | 3,878 | USD 957,362 -0.1% | USD 246.87 -0.1% | |
| MSTR (MicroStrategy Incorporated) | 3,315 | USD 877,381 -1.8% | USD 264.67 -1.8% | |
| FTNT (Fortinet Inc) | 8,502 | USD 744,095 1.3% | USD 87.52 1.3% | |
| CSU.TO (Constellation Software Inc.) | 281 | CAD 716,027 -3.3% | CAD 2548.14 -3.3% | |
| DELL (Dell Technologies Inc) | 4,284 | USD 685,911 -1.2% | USD 160.11 -1.2% | |
| MPWR (Monolithic Power Systems Inc) | 588 | USD 590,311 -0.1% | USD 1003.93 -0.1% | |
| DDOG (Datadog Inc) | 3,553 | USD 575,870 -0.4% | USD 162.08 -0.4% | |
| CLS.TO (Celestica Inc.) | 1,562 | CAD 544,715 1.2% | CAD 348.729 1.2% | |
| FICO (Fair Isaac Corporation) | 322 | USD 531,464 -0.5% | USD 1650.51 -0.5% | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 23,000 | JPY 506,187 0.0% | JPY 22.0081 0.0% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 6,524 | USD 474,491 -0.2% | USD 72.7301 -0.2% | |
| 6762.T (TDK Corporation) | 26,600 | JPY 461,326 0.0% | JPY 17.3431 0.0% | |
| PSTG (Pure Storage Inc) | 4,495 | USD 443,207 -0.1% | USD 98.6 -0.1% | |
| 6146.T (Disco Corporation) | 1,300 | JPY 435,315 0.0% | JPY 334.858 0.0% | |
| MCHP (Microchip Technology Inc) | 6,921 | USD 431,940 0.0% | USD 62.4101 0.0% | |
| ZS (Zscaler Inc) | 1,220 | USD 410,249 1.5% | USD 336.27 1.5% | |
| FSLR (First Solar Inc) | 1,499 | USD 398,292 -0.5% | USD 265.705 -0.5% | |
| ASM.AS (ASM International NV) | 609 | EUR 395,277 0.1% | EUR 649.059 0.1% | |
| 7751.T (Canon Inc.) | 13,400 | JPY 385,416 0.0% | JPY 28.7624 0.0% | |
| TER (Teradyne Inc) | 2,071 | USD 379,138 0.7% | USD 183.07 0.7% | |
| MDB (MongoDB) | 1,001 | USD 369,419 2.6% | USD 369.05 2.6% | |
| SMCI (Super Micro Computer Inc) | 7,069 | USD 358,752 -2.3% | USD 50.75 -2.3% | |
| 6920.T (Lasertec Corporation) | 1,900 | JPY 350,229 0.0% | JPY 184.331 0.0% | |
| 4901.T (FUJIFILM Holdings Corporation) | 13,400 | JPY 311,254 0.0% | JPY 23.2279 0.0% | |
| BESI.AS (BE Semiconductor Industries NV) | 1,823 | EUR 306,314 -1.4% | EUR 168.027 -1.4% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 3,200 | JPY 304,895 0.0% | JPY 95.2797 0.0% | |
| CAP.PA (Capgemini SE) | 2,018 | EUR 301,636 -3.0% | EUR 149.473 -3.0% | |
| HLMA.L (Halma PLC) | 6,168 | GBP 290,294 1.0% | GBP 47.0645 1.0% | |
| ENTG (Entegris Inc) | 3,047 | USD 278,435 -0.2% | USD 91.38 -0.2% | |
| ON (ON Semiconductor Corporation) | 5,464 | USD 275,713 0.8% | USD 50.4599 0.8% | |
| GDDY (Godaddy Inc) | 1,977 | USD 266,935 1.4% | USD 135.02 1.4% | |
| TWLO (Twilio Inc) | 1,955 | USD 266,076 0.9% | USD 136.1 0.9% | |
| 7701.T (Shimadzu Corporation) | 9,400 | JPY 253,106 0.0% | JPY 26.9262 0.0% | |
| ZM (Zoom Video Communications Inc) | 2,905 | USD 250,643 -1.1% | USD 86.2799 -1.1% | |
| 6971.T (Kyocera Corporation) | 18,800 | JPY 250,057 0.0% | JPY 13.3009 0.0% | |
| 6723.T (Renesas Electronics Corporation) | 20,100 | JPY 249,220 0.0% | JPY 12.399 0.0% | |
| TRMB (Trimble Inc) | 3,079 | USD 244,996 -0.2% | USD 79.57 -0.2% | |
| CHKP (Check Point Software Technologies Ltd) | 1,259 | USD 244,989 -0.6% | USD 194.59 -0.6% | |
| VRSN (VeriSign Inc) | 996 | USD 243,582 2.0% | USD 244.56 2.0% | |
| TYL (Tyler Technologies Inc) | 515 | USD 240,515 -1.9% | USD 467.019 -1.9% | |
| BSY (Bentley Systems Inc) | 4,638 | USD 233,245 -1.1% | USD 50.29 -1.1% | |
| 9719.T (SCSK Corporation) | 6,300 | JPY 231,807 0.0% | JPY 36.7948 0.0% | |
| STMPA.PA (STMicroelectronics NV) | 9,163 | EUR 225,190 -0.2% | EUR 24.576 -0.2% | |
| 4768.T (Otsuka Corporation) | 11,300 | JPY 223,617 0.0% | JPY 19.7891 0.0% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 221,586 0.0% | JPY 92.3275 0.0% | |
| DOCU (DocuSign Inc) | 2,913 | USD 212,766 -0.1% | USD 73.0402 -0.1% | |
| 4684.T (OBIC Co.,Ltd.) | 6,700 | JPY 208,097 0.0% | JPY 31.0593 0.0% | |
| ZBRA (Zebra Technologies Corporation) | 745 | USD 201,582 0.5% | USD 270.58 0.5% | |
| IOT (Samsara Inc) | 4,906 | USD 198,644 0.8% | USD 40.49 0.8% | |
| OKTA (Okta Inc) | 1,952 | USD 177,788 -0.5% | USD 91.0799 -0.5% | |
| DSG.TO (Descartes Systems Group Inc) | 1,954 | CAD 172,268 -0.3% | CAD 88.1617 -0.3% | |
| AKAM (Akamai Technologies Inc) | 2,300 | USD 171,419 -0.8% | USD 74.53 -0.8% | |
| NEM.DE (Nemetschek SE) | 1,486 | EUR 171,254 -0.2% | EUR 115.245 -0.2% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 158,555 0.0% | JPY 51.1468 0.0% | |
| MNDY (Monday.Com Ltd) | 740 | USD 151,789 -0.1% | USD 205.12 -0.1% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 1,262,120 1.0% | USD 255,566,679 0.8% | USD 202.49 -0.2% | |
| AAPL (Apple Inc) | 652,370 1.0% | USD 176,381,277 0.6% | USD 270.37 -0.4% | |
| MSFT (Microsoft Corporation) | 284,020 1.0% | USD 147,068,396 -0.5% | USD 517.81 -1.5% | |
| AVGO (Broadcom Inc) | 204,802 1.0% | USD 75,700,963 -0.8% | USD 369.63 -1.8% | |
| ASML.AS (ASML Holding NV) | 30,596 1.0% | EUR 32,421,695 -1.3% | EUR 1059.67 -2.3% | |
| LRCX (Lam Research Corp) | 205,337 1.0% | USD 32,332,364 -1.2% | USD 157.46 -2.2% | |
| CRM (Salesforce.com Inc) | 97,804 1.0% | USD 25,469,140 2.5% | USD 260.41 1.5% | |
| SAP.DE (SAP SE) | 91,928 1.0% | EUR 23,814,885 0.2% | EUR 259.06 -0.8% | |
| INTU (Intuit Inc) | 29,501 1.0% | USD 19,693,393 2.8% | USD 667.55 1.7% | |
| NOW (ServiceNow Inc) | 19,992 1.0% | USD 18,378,246 -0.7% | USD 919.28 -1.6% | |
| ADSK (Autodesk Inc) | 55,587 1.0% | USD 16,750,587 1.2% | USD 301.34 0.2% | |
| INTC (Intel Corporation) | 394,242 1.0% | USD 15,765,738 0.6% | USD 39.99 -0.4% | |
| PANW (Palo Alto Networks Inc) | 68,167 1.0% | USD 15,013,100 1.9% | USD 220.24 0.9% | |
| 8035.T (Tokyo Electron Limited) | 64,000 0.9% | JPY 14,199,604 4.7% | JPY 221.869 3.7% | |
| ADBE (Adobe Systems Incorporated) | 39,502 1.0% | USD 13,442,926 1.3% | USD 340.31 0.3% | |
| 6702.T (Fujitsu Limited) | 378,100 1.0% | JPY 9,893,357 1.9% | JPY 26.166 0.8% | |
| WDAY (Workday Inc) | 40,492 1.0% | USD 9,714,841 4.1% | USD 239.92 3.0% | |
| 6701.T (NEC Corporation) | 265,700 1.0% | JPY 9,689,414 -1.7% | JPY 36.4675 -2.6% | |
| CDNS (Cadence Design Systems Inc) | 28,035 1.0% | USD 9,495,174 1.8% | USD 338.69 0.8% | |
| NXPI (NXP Semiconductors NV) | 45,262 1.0% | USD 9,465,189 2.4% | USD 209.12 1.3% | |
| SNPS (Synopsys Inc) | 20,091 1.0% | USD 9,117,698 3.5% | USD 453.82 2.5% | |
| IFX.DE (Infineon Technologies AG) | 215,776 1.0% | EUR 8,547,350 0.5% | EUR 39.6121 -0.5% | |
| HPE (Hewlett Packard Enterprise Co) | 340,794 1.0% | USD 8,322,189 1.1% | USD 24.42 0.0% | |
| PLTR (Palantir Technologies Inc) | 34,059 1.0% | USD 6,827,808 4.1% | USD 200.47 3.0% | |
| HUBS (HubSpot Inc) | 12,757 1.0% | USD 6,275,423 4.0% | USD 491.92 3.0% | |
| PTC (PTC Inc) | 31,152 1.0% | USD 6,184,918 1.6% | USD 198.54 0.6% | |
| NTAP (NetApp Inc) | 52,037 1.0% | USD 6,128,918 2.9% | USD 117.78 1.9% | |
| ORCL (Oracle Corporation) | 22,648 1.0% | USD 5,947,591 3.3% | USD 262.61 2.2% | |
| ADI (Analog Devices Inc) | 23,269 1.0% | USD 5,447,971 1.5% | USD 234.13 0.5% | |
| NOKIA.HE (Nokia Oyj) | 803,967 1.0% | EUR 5,441,433 -4.3% | EUR 6.76823 -5.2% | |
| HPQ (HP Inc) | 180,816 1.0% | USD 5,003,179 1.6% | USD 27.67 0.6% | |
| DSY.PA (Dassault Systemes SE) | 174,566 1.0% | EUR 4,962,553 1.2% | EUR 28.4279 0.1% | |
| GIB-A.TO (CGI Inc) | 51,778 1.0% | CAD 4,510,597 1.0% | CAD 87.1142 -0.1% | |
| IT (Gartner Inc) | 16,260 1.0% | USD 4,038,008 1.0% | USD 248.34 0.0% | |
| DT (Dynatrace Holdings LLC) | 79,350 1.0% | USD 4,012,730 5.1% | USD 50.57 4.0% | |
| CSCO (Cisco Systems Inc) | 54,561 1.0% | USD 3,988,955 1.3% | USD 73.11 0.3% | |
| 4307.T (Nomura Research Institute, Ltd.) | 98,000 1.0% | JPY 3,835,903 6.9% | JPY 39.1419 5.8% | |
| SGE.L (Sage Group PLC) | 251,312 1.0% | GBP 3,795,491 0.8% | GBP 15.1027 -0.2% | |
| FFIV (F5 Networks Inc) | 14,917 1.0% | USD 3,774,747 -0.4% | USD 253.05 -1.4% | |
| MU (Micron Technology Inc) | 15,350 1.0% | USD 3,434,870 0.9% | USD 223.77 -0.1% | |
| SHOP.TO (Shopify Inc) | 16,399 1.0% | CAD 2,854,127 1.2% | CAD 174.043 0.2% | |
| QCOM (Qualcomm Incorporated) | 14,998 1.0% | USD 2,713,138 3.1% | USD 180.9 2.1% | |
| OTEX.TO (Open Text Corp) | 66,583 1.0% | CAD 2,557,065 2.4% | CAD 38.4042 1.4% | |
| ANET (Arista Networks) | 14,338 1.0% | USD 2,260,959 0.6% | USD 157.69 -0.5% | |
| ACN (Accenture plc) | 8,480 1.0% | USD 2,120,848 1.4% | USD 250.1 0.3% | |
| KLAC (KLA-Tencor Corporation) | 1,718 1.0% | USD 2,076,615 0.5% | USD 1208.74 -0.5% | |
| TXN (Texas Instruments Incorporated) | 12,337 1.0% | USD 1,991,932 1.6% | USD 161.46 0.6% | |
| APP (Applovin Corp) | 3,108 1.0% | USD 1,980,822 3.7% | USD 637.33 2.7% | |
| NTNX (Nutanix Inc) | 27,588 1.0% | USD 1,965,369 4.2% | USD 71.24 3.1% | |
| 3626.T (TIS Inc.) | 55,300 1.1% | JPY 1,907,887 2.8% | JPY 34.5007 1.7% | |
| CRWD (Crowdstrike Holdings Inc) | 3,351 1.0% | USD 1,819,627 1.8% | USD 543.01 0.8% | |
| 6841.T (Yokogawa Electric Corporation) | 58,900 1.0% | JPY 1,767,516 3.0% | JPY 30.0088 1.9% | |
| 6857.T (Advantest Corporation) | 10,200 1.0% | JPY 1,531,771 5.0% | JPY 150.174 4.0% | |
| SNOW (Snowflake Inc.) | 4,007 1.0% | USD 1,101,444 2.4% | USD 274.88 1.4% | |
| MRVL (Marvell Technology Group Ltd) | 11,733 1.1% | USD 1,099,851 6.9% | USD 93.74 5.8% | |
| 6861.T (Keyence Corporation) | 2,600 | JPY 968,239 -4.3% | JPY 372.4 -4.3% | |
| TEL (TE Connectivity Ltd) | 3,878 1.0% | USD 957,905 2.5% | USD 247.01 1.5% | |
| MSTR (MicroStrategy Incorporated) | 3,315 1.0% | USD 893,426 7.0% | USD 269.51 5.9% | |
| CSU.TO (Constellation Software Inc.) | 281 1.1% | CAD 740,244 3.8% | CAD 2634.32 2.7% | |
| FTNT (Fortinet Inc) | 8,502 1.1% | USD 734,828 3.8% | USD 86.43 2.6% | |
| DELL (Dell Technologies Inc) | 4,284 1.1% | USD 694,051 1.7% | USD 162.01 0.6% | |
| MPWR (Monolithic Power Systems Inc) | 588 1.0% | USD 590,940 -6.6% | USD 1005 -7.6% | |
| DDOG (Datadog Inc) | 3,553 1.1% | USD 578,464 4.8% | USD 162.81 3.7% | |
| CLS.TO (Celestica Inc.) | 1,562 1.1% | CAD 538,303 2.4% | CAD 344.624 1.3% | |
| FICO (Fair Isaac Corporation) | 322 0.9% | USD 534,369 5.7% | USD 1659.53 4.7% | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 23,000 0.9% | JPY 506,417 13.0% | JPY 22.0181 12.0% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 6,524 1.1% | USD 475,469 2.1% | USD 72.88 1.0% | |
| 6762.T (TDK Corporation) | 26,600 1.1% | JPY 461,535 5.2% | JPY 17.3509 4.0% | |
| PSTG (Pure Storage Inc) | 4,495 1.1% | USD 443,657 2.9% | USD 98.7001 1.7% | |
| 6146.T (Disco Corporation) | 1,300 | JPY 435,513 -0.2% | JPY 335.01 -0.2% | |
| MCHP (Microchip Technology Inc) | 6,921 1.1% | USD 432,009 1.7% | USD 62.42 0.6% | |
| ZS (Zscaler Inc) | 1,220 1.1% | USD 403,991 3.9% | USD 331.14 2.8% | |
| FSLR (First Solar Inc) | 1,499 1.1% | USD 400,143 15.6% | USD 266.94 14.3% | |
| ASM.AS (ASM International NV) | 609 1.0% | EUR 395,034 0.0% | EUR 648.66 -1.0% | |
| 7751.T (Canon Inc.) | 13,400 0.8% | JPY 385,591 1.3% | JPY 28.7754 0.5% | |
| TER (Teradyne Inc) | 2,071 1.1% | USD 376,425 3.9% | USD 181.76 2.8% | |
| SMCI (Super Micro Computer Inc) | 7,069 1.1% | USD 367,305 4.3% | USD 51.96 3.2% | |
| MDB (MongoDB) | 1,001 1.1% | USD 360,180 4.7% | USD 359.82 3.5% | |
| 6920.T (Lasertec Corporation) | 1,900 | JPY 350,388 -0.5% | JPY 184.415 -0.5% | |
| 4901.T (FUJIFILM Holdings Corporation) | 13,400 0.8% | JPY 311,395 1.3% | JPY 23.2384 0.5% | |
| CAP.PA (Capgemini SE) | 2,018 1.2% | EUR 310,945 3.3% | EUR 154.086 2.1% | |
| BESI.AS (BE Semiconductor Industries NV) | 1,823 1.2% | EUR 310,566 1.4% | EUR 170.36 0.2% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 3,200 | JPY 305,034 3.2% | JPY 95.3231 3.2% | |
| HLMA.L (Halma PLC) | 6,168 1.2% | GBP 287,362 0.8% | GBP 46.5892 -0.4% | |
| ENTG (Entegris Inc) | 3,047 1.2% | USD 279,014 5.9% | USD 91.5701 4.7% | |
| ON (ON Semiconductor Corporation) | 5,464 1.2% | USD 273,637 -0.3% | USD 50.08 -1.5% | |
| TWLO (Twilio Inc) | 1,955 1.1% | USD 263,690 20.9% | USD 134.88 19.5% | |
| GDDY (Godaddy Inc) | 1,977 1.2% | USD 263,198 6.3% | USD 133.13 5.0% | |
| ZM (Zoom Video Communications Inc) | 2,905 1.2% | USD 253,403 4.7% | USD 87.2299 3.4% | |
| 7701.T (Shimadzu Corporation) | 9,400 1.1% | JPY 253,221 0.6% | JPY 26.9384 -0.5% | |
| 6971.T (Kyocera Corporation) | 18,800 1.1% | JPY 250,170 -3.2% | JPY 13.3069 -4.2% | |
| 6723.T (Renesas Electronics Corporation) | 20,100 1.0% | JPY 249,334 5.6% | JPY 12.4047 4.5% | |
| CHKP (Check Point Software Technologies Ltd) | 1,259 1.2% | USD 246,361 -0.7% | USD 195.68 -1.9% | |
| TRMB (Trimble Inc) | 3,079 1.2% | USD 245,550 2.3% | USD 79.7499 1.1% | |
| TYL (Tyler Technologies Inc) | 515 1.2% | USD 245,274 0.8% | USD 476.26 -0.4% | |
| VRSN (VeriSign Inc) | 996 1.2% | USD 238,841 3.0% | USD 239.8 1.8% | |
| BSY (Bentley Systems Inc) | 4,638 1.2% | USD 235,750 2.2% | USD 50.8301 1.0% | |
| 9719.T (SCSK Corporation) | 6,300 1.6% | JPY 231,913 12.9% | JPY 36.8116 11.1% | |
| STMPA.PA (STMicroelectronics NV) | 9,163 1.2% | EUR 225,690 0.8% | EUR 24.6306 -0.4% | |
| 4768.T (Otsuka Corporation) | 11,300 0.9% | JPY 223,719 3.0% | JPY 19.7981 2.1% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 221,687 0.2% | JPY 92.3696 0.2% | |
| DOCU (DocuSign Inc) | 2,913 1.2% | USD 213,057 3.3% | USD 73.1401 2.1% | |
| 4684.T (OBIC Co.,Ltd.) | 6,700 1.5% | JPY 208,191 2.9% | JPY 31.0733 1.4% | |
| ZBRA (Zebra Technologies Corporation) | 745 1.1% | USD 200,591 4.1% | USD 269.25 3.0% | |
| IOT (Samsara Inc) | 4,906 1.2% | USD 197,074 5.4% | USD 40.17 4.1% | |
| OKTA (Okta Inc) | 1,952 1.1% | USD 178,667 5.3% | USD 91.5302 4.1% | |
| DSG.TO (Descartes Systems Group Inc) | 1,954 1.1% | CAD 172,745 -0.1% | CAD 88.4058 -1.2% | |
| AKAM (Akamai Technologies Inc) | 2,300 1.2% | USD 172,730 2.8% | USD 75.1 1.6% | |
| NEM.DE (Nemetschek SE) | 1,486 1.2% | EUR 171,514 -0.4% | EUR 115.42 -1.6% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 158,627 3.2% | JPY 51.17 3.2% | |
| MNDY (Monday.Com Ltd) | 740 1.1% | USD 151,878 4.3% | USD 205.241 3.2% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 1,249,547 | USD 253,520,591 -2.0% | USD 202.89 -2.0% | |
| AAPL (Apple Inc) | 645,871 | USD 175,289,389 0.6% | USD 271.4 0.6% | |
| MSFT (Microsoft Corporation) | 281,191 | USD 147,838,980 -2.9% | USD 525.76 -2.9% | |
| AVGO (Broadcom Inc) | 202,761 | USD 76,333,434 -2.5% | USD 376.47 -2.5% | |
| ASML.AS (ASML Holding NV) | 30,291 | EUR 32,839,230 1.1% | EUR 1084.12 1.1% | |
| LRCX (Lam Research Corp) | 203,289 | USD 32,731,562 0.2% | USD 161.01 0.2% | |
| CRM (Salesforce.com Inc) | 96,828 | USD 24,850,906 2.1% | USD 256.65 2.1% | |
| SAP.DE (SAP SE) | 91,011 | EUR 23,769,610 -0.2% | EUR 261.173 -0.2% | |
| INTU (Intuit Inc) | 29,207 | USD 19,165,049 0.0% | USD 656.18 0.0% | |
| NOW (ServiceNow Inc) | 19,793 | USD 18,500,121 2.5% | USD 934.68 2.5% | |
| ADSK (Autodesk Inc) | 55,032 | USD 16,551,975 1.2% | USD 300.77 1.2% | |
| INTC (Intel Corporation) | 390,303 | USD 15,674,568 -2.9% | USD 40.16 -2.9% | |
| PANW (Palo Alto Networks Inc) | 67,486 | USD 14,730,169 0.5% | USD 218.27 0.5% | |
| 8035.T (Tokyo Electron Limited) | 63,400 | JPY 13,567,061 0.1% | JPY 213.992 0.1% | |
| ADBE (Adobe Systems Incorporated) | 39,107 | USD 13,266,659 0.4% | USD 339.24 0.4% | |
| 6701.T (NEC Corporation) | 263,100 | JPY 9,855,690 11.5% | JPY 37.4599 11.5% | |
| 6702.T (Fujitsu Limited) | 374,300 | JPY 9,711,673 2.7% | JPY 25.9462 2.7% | |
| WDAY (Workday Inc) | 40,087 | USD 9,335,060 0.7% | USD 232.87 0.7% | |
| CDNS (Cadence Design Systems Inc) | 27,755 | USD 9,328,178 -1.6% | USD 336.09 -1.6% | |
| NXPI (NXP Semiconductors NV) | 44,809 | USD 9,247,681 0.8% | USD 206.38 0.8% | |
| SNPS (Synopsys Inc) | 19,890 | USD 8,809,878 -2.7% | USD 442.93 -2.7% | |
| IFX.DE (Infineon Technologies AG) | 213,615 | EUR 8,503,814 -0.7% | EUR 39.8091 -0.7% | |
| HPE (Hewlett Packard Enterprise Co) | 337,379 | USD 8,235,421 0.6% | USD 24.41 0.6% | |
| PLTR (Palantir Technologies Inc) | 33,718 | USD 6,559,837 -2.1% | USD 194.55 -2.1% | |
| PTC (PTC Inc) | 30,839 | USD 6,087,002 -0.2% | USD 197.38 -0.2% | |
| HUBS (HubSpot Inc) | 12,629 | USD 6,031,863 2.5% | USD 477.62 2.5% | |
| NTAP (NetApp Inc) | 51,514 | USD 5,953,473 1.3% | USD 115.57 1.3% | |
| ORCL (Oracle Corporation) | 22,421 | USD 5,759,731 -6.7% | USD 256.89 -6.7% | |
| NOKIA.HE (Nokia Oyj) | 795,888 | EUR 5,684,174 -2.9% | EUR 7.14193 -2.9% | |
| ADI (Analog Devices Inc) | 23,035 | USD 5,364,852 -0.9% | USD 232.9 -0.9% | |
| HPQ (HP Inc) | 178,997 | USD 4,924,207 -0.7% | USD 27.51 -0.7% | |
| DSY.PA (Dassault Systemes SE) | 172,809 | EUR 4,905,982 -0.8% | EUR 28.3896 -0.8% | |
| GIB-A.TO (CGI Inc) | 51,256 | CAD 4,467,786 1.0% | CAD 87.1661 1.0% | |
| IT (Gartner Inc) | 16,096 | USD 3,998,246 -0.5% | USD 248.4 -0.5% | |
| CSCO (Cisco Systems Inc) | 54,010 | USD 3,937,869 2.2% | USD 72.91 2.2% | |
| DT (Dynatrace Holdings LLC) | 78,550 | USD 3,819,101 -0.8% | USD 48.62 -0.8% | |
| FFIV (F5 Networks Inc) | 14,767 | USD 3,790,541 -0.8% | USD 256.69 -0.8% | |
| SGE.L (Sage Group PLC) | 248,774 | GBP 3,766,562 -0.1% | GBP 15.1405 -0.1% | |
| 4307.T (Nomura Research Institute, Ltd.) | 97,000 | JPY 3,588,934 -1.4% | JPY 36.9993 -1.4% | |
| MU (Micron Technology Inc) | 15,195 | USD 3,403,832 -1.2% | USD 224.01 -1.2% | |
| SHOP.TO (Shopify Inc) | 16,233 | CAD 2,820,531 -3.3% | CAD 173.753 -3.3% | |
| QCOM (Qualcomm Incorporated) | 14,846 | USD 2,631,602 -0.8% | USD 177.26 -0.8% | |
| OTEX.TO (Open Text Corp) | 65,906 | CAD 2,496,250 -1.0% | CAD 37.8759 -1.0% | |
| ANET (Arista Networks) | 14,192 | USD 2,248,580 -2.2% | USD 158.44 -2.2% | |
| ACN (Accenture plc) | 8,394 | USD 2,092,205 0.6% | USD 249.25 0.6% | |
| KLAC (KLA-Tencor Corporation) | 1,701 | USD 2,065,711 -1.7% | USD 1214.41 -1.7% | |
| TXN (Texas Instruments Incorporated) | 12,211 | USD 1,959,988 0.2% | USD 160.51 0.2% | |
| APP (Applovin Corp) | 3,077 | USD 1,909,648 -1.7% | USD 620.62 -1.7% | |
| NTNX (Nutanix Inc) | 27,306 | USD 1,886,298 1.4% | USD 69.08 1.4% | |
| 3626.T (TIS Inc.) | 54,700 | JPY 1,856,390 0.8% | JPY 33.9377 0.8% | |
| CRWD (Crowdstrike Holdings Inc) | 3,317 | USD 1,786,802 -1.3% | USD 538.68 -1.3% | |
| 6841.T (Yokogawa Electric Corporation) | 58,300 | JPY 1,716,118 -0.2% | JPY 29.436 -0.2% | |
| 6857.T (Advantest Corporation) | 10,100 | JPY 1,459,002 -0.8% | JPY 144.456 -0.8% | |
| SNOW (Snowflake Inc.) | 3,966 | USD 1,075,500 0.5% | USD 271.18 0.5% | |
| MRVL (Marvell Technology Group Ltd) | 11,611 | USD 1,028,386 -1.8% | USD 88.57 -1.8% | |
| 6861.T (Keyence Corporation) | 2,600 | JPY 1,012,071 -4.7% | JPY 389.258 -4.7% | |
| TEL (TE Connectivity Ltd) | 3,838 | USD 934,361 1.1% | USD 243.45 1.1% | |
| MSTR (MicroStrategy Incorporated) | 3,281 | USD 835,244 -7.6% | USD 254.57 -7.6% | |
| CSU.TO (Constellation Software Inc.) | 278 | CAD 713,145 3.2% | CAD 2565.27 3.2% | |
| FTNT (Fortinet Inc) | 8,411 | USD 708,206 0.0% | USD 84.2 0.0% | |
| DELL (Dell Technologies Inc) | 4,239 | USD 682,521 -1.6% | USD 161.01 -1.6% | |
| MPWR (Monolithic Power Systems Inc) | 582 | USD 632,960 -0.6% | USD 1087.56 -0.6% | |
| DDOG (Datadog Inc) | 3,515 | USD 552,101 0.7% | USD 157.07 0.7% | |
| CLS.TO (Celestica Inc.) | 1,545 | CAD 525,814 0.2% | CAD 340.333 0.2% | |
| FICO (Fair Isaac Corporation) | 319 | USD 505,730 1.2% | USD 1585.36 1.2% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 6,452 | USD 465,770 0.7% | USD 72.19 0.7% | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 22,800 | JPY 448,265 -2.0% | JPY 19.6607 -2.0% | |
| 6762.T (TDK Corporation) | 26,300 | JPY 438,689 -2.2% | JPY 16.6802 -2.2% | |
| 6146.T (Disco Corporation) | 1,300 | JPY 436,467 -9.5% | JPY 335.744 -9.5% | |
| PSTG (Pure Storage Inc) | 4,445 | USD 431,209 -0.6% | USD 97.0099 -0.6% | |
| MCHP (Microchip Technology Inc) | 6,844 | USD 424,807 -0.8% | USD 62.07 -0.8% | |
| ASM.AS (ASM International NV) | 603 | EUR 394,956 2.4% | EUR 654.985 2.4% | |
| ZS (Zscaler Inc) | 1,207 | USD 388,702 0.3% | USD 322.04 0.3% | |
| 7751.T (Canon Inc.) | 13,300 | JPY 380,801 -0.5% | JPY 28.6317 -0.5% | |
| TER (Teradyne Inc) | 2,048 | USD 362,250 1.7% | USD 176.88 1.7% | |
| 6920.T (Lasertec Corporation) | 1,900 | JPY 352,171 19.4% | JPY 185.353 19.4% | |
| SMCI (Super Micro Computer Inc) | 6,989 | USD 352,036 -4.4% | USD 50.37 -4.4% | |
| FSLR (First Solar Inc) | 1,482 | USD 346,166 -3.4% | USD 233.58 -3.4% | |
| MDB (MongoDB) | 990 | USD 344,065 2.1% | USD 347.54 2.1% | |
| 4901.T (FUJIFILM Holdings Corporation) | 13,300 | JPY 307,471 -0.4% | JPY 23.1181 -0.4% | |
| BESI.AS (BE Semiconductor Industries NV) | 1,802 | EUR 306,428 -1.3% | EUR 170.049 -1.3% | |
| CAP.PA (Capgemini SE) | 1,995 | EUR 301,066 -2.4% | EUR 150.91 -2.4% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 3,200 | JPY 295,579 2.0% | JPY 92.3684 2.0% | |
| HLMA.L (Halma PLC) | 6,096 | GBP 285,025 -0.6% | GBP 46.7561 -0.6% | |
| ON (ON Semiconductor Corporation) | 5,400 | USD 274,590 -1.1% | USD 50.85 -1.1% | |
| ENTG (Entegris Inc) | 3,011 | USD 263,463 -7.4% | USD 87.5002 -7.4% | |
| 6971.T (Kyocera Corporation) | 18,600 | JPY 258,372 0.4% | JPY 13.891 0.4% | |
| 7701.T (Shimadzu Corporation) | 9,300 | JPY 251,736 -0.2% | JPY 27.0684 -0.2% | |
| CHKP (Check Point Software Technologies Ltd) | 1,244 | USD 248,153 1.1% | USD 199.48 1.1% | |
| GDDY (Godaddy Inc) | 1,954 | USD 247,650 0.1% | USD 126.74 0.1% | |
| TYL (Tyler Technologies Inc) | 509 | USD 243,343 0.0% | USD 478.081 0.0% | |
| ZM (Zoom Video Communications Inc) | 2,871 | USD 242,140 1.2% | USD 84.34 1.2% | |
| TRMB (Trimble Inc) | 3,042 | USD 239,923 -0.7% | USD 78.8701 -0.7% | |
| 6723.T (Renesas Electronics Corporation) | 19,900 | JPY 236,156 -5.4% | JPY 11.8671 -5.4% | |
| VRSN (VeriSign Inc) | 984 | USD 231,830 1.2% | USD 235.6 1.2% | |
| BSY (Bentley Systems Inc) | 4,583 | USD 230,662 -0.3% | USD 50.3299 -0.3% | |
| STMPA.PA (STMicroelectronics NV) | 9,054 | EUR 223,850 -1.3% | EUR 24.7239 -1.3% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 221,218 -2.7% | JPY 92.1742 -2.7% | |
| TWLO (Twilio Inc) | 1,933 | USD 218,158 1.1% | USD 112.86 1.1% | |
| 4768.T (Otsuka Corporation) | 11,200 | JPY 217,113 0.2% | JPY 19.3851 0.2% | |
| DOCU (DocuSign Inc) | 2,879 | USD 206,165 3.8% | USD 71.6099 3.8% | |
| 9719.T (SCSK Corporation) | 6,200 | JPY 205,386 16.1% | JPY 33.1268 16.1% | |
| 4684.T (OBIC Co.,Ltd.) | 6,600 | JPY 202,240 -0.8% | JPY 30.6424 -0.8% | |
| ZBRA (Zebra Technologies Corporation) | 737 | USD 192,630 -3.5% | USD 261.37 -3.5% | |
| IOT (Samsara Inc) | 4,848 | USD 186,987 -1.9% | USD 38.5699 -1.9% | |
| DSG.TO (Descartes Systems Group Inc) | 1,932 | CAD 172,896 -0.6% | CAD 89.4907 -0.6% | |
| NEM.DE (Nemetschek SE) | 1,468 | EUR 172,136 -0.4% | EUR 117.259 -0.4% | |
| OKTA (Okta Inc) | 1,930 | USD 169,666 0.3% | USD 87.9098 0.3% | |
| AKAM (Akamai Technologies Inc) | 2,273 | USD 168,043 1.3% | USD 73.93 1.3% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 153,688 -1.9% | JPY 49.5768 -1.9% | |
| MNDY (Monday.Com Ltd) | 732 | USD 145,595 1.5% | USD 198.9 1.5% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 1,249,547 | USD 258,706,211 3.0% | USD 207.04 3.0% | |
| AAPL (Apple Inc) | 645,871 | USD 174,191,409 0.3% | USD 269.7 0.3% | |
| MSFT (Microsoft Corporation) | 281,191 | USD 152,278,986 -0.1% | USD 541.55 -0.1% | |
| AVGO (Broadcom Inc) | 202,761 | USD 78,261,691 3.5% | USD 385.98 3.5% | |
| LRCX (Lam Research Corp) | 203,289 | USD 32,662,444 3.2% | USD 160.67 3.2% | |
| ASML.AS (ASML Holding NV) | 30,291 | EUR 32,483,710 1.4% | EUR 1072.39 1.4% | |
| CRM (Salesforce.com Inc) | 96,828 | USD 24,348,369 -1.1% | USD 251.46 -1.1% | |
| SAP.DE (SAP SE) | 91,011 | EUR 23,810,618 -4.1% | EUR 261.624 -4.1% | |
| INTU (Intuit Inc) | 29,207 | USD 19,160,960 -3.4% | USD 656.04 -3.4% | |
| NOW (ServiceNow Inc) | 19,793 | USD 18,045,278 -2.8% | USD 911.7 -2.8% | |
| ADSK (Autodesk Inc) | 55,032 | USD 16,348,907 -4.5% | USD 297.08 -4.5% | |
| INTC (Intel Corporation) | 390,303 | USD 16,135,126 -0.5% | USD 41.34 -0.5% | |
| PANW (Palo Alto Networks Inc) | 67,486 | USD 14,655,260 -1.9% | USD 217.16 -1.9% | |
| 8035.T (Tokyo Electron Limited) | 63,400 | JPY 13,558,440 3.5% | JPY 213.856 3.5% | |
| ADBE (Adobe Systems Incorporated) | 39,107 | USD 13,212,691 -6.1% | USD 337.86 -6.1% | |
| CDNS (Cadence Design Systems Inc) | 27,755 | USD 9,476,390 0.0% | USD 341.43 0.0% | |
| 6702.T (Fujitsu Limited) | 374,300 | JPY 9,458,204 -0.4% | JPY 25.269 -0.4% | |
| WDAY (Workday Inc) | 40,087 | USD 9,274,528 -2.4% | USD 231.36 -2.4% | |
| NXPI (NXP Semiconductors NV) | 44,809 | USD 9,172,850 -3.9% | USD 204.71 -3.9% | |
| SNPS (Synopsys Inc) | 19,890 | USD 9,056,713 -0.3% | USD 455.34 -0.3% | |
| 6701.T (NEC Corporation) | 263,100 | JPY 8,838,982 0.3% | JPY 33.5955 0.3% | |
| IFX.DE (Infineon Technologies AG) | 213,615 | EUR 8,564,893 0.4% | EUR 40.095 0.4% | |
| HPE (Hewlett Packard Enterprise Co) | 337,379 | USD 8,188,188 0.1% | USD 24.27 0.1% | |
| PLTR (Palantir Technologies Inc) | 33,718 | USD 6,703,476 4.9% | USD 198.81 4.9% | |
| ORCL (Oracle Corporation) | 22,421 | USD 6,172,501 -2.0% | USD 275.3 -2.0% | |
| PTC (PTC Inc) | 30,839 | USD 6,101,805 -2.3% | USD 197.86 -2.3% | |
| HUBS (HubSpot Inc) | 12,629 | USD 5,886,629 -0.7% | USD 466.12 -0.7% | |
| NTAP (NetApp Inc) | 51,514 | USD 5,878,778 -1.5% | USD 114.12 -1.5% | |
| NOKIA.HE (Nokia Oyj) | 795,888 | EUR 5,855,866 -4.3% | EUR 7.35765 -4.3% | |
| ADI (Analog Devices Inc) | 23,035 | USD 5,414,146 -1.8% | USD 235.04 -1.8% | |
| HPQ (HP Inc) | 178,997 | USD 4,958,217 -1.3% | USD 27.7 -1.3% | |
| DSY.PA (Dassault Systemes SE) | 172,809 | EUR 4,944,375 -1.7% | EUR 28.6118 -1.7% | |
| GIB-A.TO (CGI Inc) | 51,256 | CAD 4,424,567 -2.1% | CAD 86.3229 -2.1% | |
| IT (Gartner Inc) | 16,096 | USD 4,019,815 -1.2% | USD 249.74 -1.2% | |
| CSCO (Cisco Systems Inc) | 54,010 | USD 3,852,533 -1.8% | USD 71.33 -1.8% | |
| DT (Dynatrace Holdings LLC) | 78,550 | USD 3,849,736 -1.3% | USD 49.01 -1.3% | |
| FFIV (F5 Networks Inc) | 14,767 | USD 3,821,109 -3.3% | USD 258.76 -3.3% | |
| SGE.L (Sage Group PLC) | 248,774 | GBP 3,768,497 -2.9% | GBP 15.1483 -2.9% | |
| 4307.T (Nomura Research Institute, Ltd.) | 97,000 | JPY 3,639,934 -0.6% | JPY 37.5251 -0.6% | |
| MU (Micron Technology Inc) | 15,195 | USD 3,443,643 2.1% | USD 226.63 2.1% | |
| SHOP.TO (Shopify Inc) | 16,233 | CAD 2,917,162 0.4% | CAD 179.706 0.4% | |
| QCOM (Qualcomm Incorporated) | 14,846 | USD 2,652,535 -1.3% | USD 178.67 -1.3% | |
| OTEX.TO (Open Text Corp) | 65,906 | CAD 2,521,839 -3.6% | CAD 38.2642 -3.6% | |
| ANET (Arista Networks) | 14,192 | USD 2,299,530 3.4% | USD 162.03 3.4% | |
| KLAC (KLA-Tencor Corporation) | 1,701 | USD 2,101,211 2.4% | USD 1235.28 2.4% | |
| ACN (Accenture plc) | 8,394 | USD 2,079,614 -2.2% | USD 247.75 -2.2% | |
| TXN (Texas Instruments Incorporated) | 12,211 | USD 1,956,935 -4.0% | USD 160.26 -4.0% | |
| APP (Applovin Corp) | 3,077 | USD 1,942,202 0.7% | USD 631.2 0.7% | |
| NTNX (Nutanix Inc) | 27,306 | USD 1,860,631 -1.3% | USD 68.14 -1.3% | |
| 3626.T (TIS Inc.) | 54,700 | JPY 1,840,916 0.3% | JPY 33.6548 0.3% | |
| CRWD (Crowdstrike Holdings Inc) | 3,317 | USD 1,809,424 -0.3% | USD 545.5 -0.3% | |
| 6841.T (Yokogawa Electric Corporation) | 58,300 | JPY 1,719,548 -0.9% | JPY 29.4948 -0.9% | |
| 6857.T (Advantest Corporation) | 10,100 | JPY 1,470,541 22.3% | JPY 145.598 22.3% | |
| SNOW (Snowflake Inc.) | 3,966 | USD 1,069,630 1.0% | USD 269.7 1.0% | |
| 6861.T (Keyence Corporation) | 2,600 | JPY 1,061,906 2.1% | JPY 408.425 2.1% | |
| MRVL (Marvell Technology Group Ltd) | 11,611 | USD 1,046,732 1.9% | USD 90.15 1.9% | |
| TEL (TE Connectivity Ltd) | 3,838 | USD 924,037 1.8% | USD 240.76 1.8% | |
| MSTR (MicroStrategy Incorporated) | 3,281 | USD 903,456 -3.3% | USD 275.36 -3.3% | |
| FTNT (Fortinet Inc) | 8,411 | USD 708,374 -1.9% | USD 84.2199 -1.9% | |
| DELL (Dell Technologies Inc) | 4,239 | USD 693,500 -0.8% | USD 163.6 -0.8% | |
| CSU.TO (Constellation Software Inc.) | 278 | CAD 691,000 -7.7% | CAD 2485.61 -7.7% | |
| MPWR (Monolithic Power Systems Inc) | 582 | USD 636,755 0.7% | USD 1094.08 0.7% | |
| DDOG (Datadog Inc) | 3,515 | USD 548,340 -0.8% | USD 156 -0.8% | |
| CLS.TO (Celestica Inc.) | 1,545 | CAD 524,903 4.3% | CAD 339.743 4.3% | |
| FICO (Fair Isaac Corporation) | 319 | USD 499,841 -6.0% | USD 1566.9 -6.0% | |
| 6146.T (Disco Corporation) | 1,300 | JPY 482,521 4.8% | JPY 371.17 4.8% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 6,452 | USD 462,544 5.7% | USD 71.69 5.7% | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 22,800 | JPY 457,576 1.3% | JPY 20.0691 1.3% | |
| 6762.T (TDK Corporation) | 26,300 | JPY 448,619 0.9% | JPY 17.0578 0.9% | |
| PSTG (Pure Storage Inc) | 4,445 | USD 433,743 2.3% | USD 97.58 2.3% | |
| MCHP (Microchip Technology Inc) | 6,844 | USD 428,024 -1.7% | USD 62.54 -1.7% | |
| ZS (Zscaler Inc) | 1,207 | USD 387,399 -2.4% | USD 320.96 -2.4% | |
| ASM.AS (ASM International NV) | 603 | EUR 385,711 -1.6% | EUR 639.653 -1.6% | |
| 7751.T (Canon Inc.) | 13,300 | JPY 382,564 -0.5% | JPY 28.7642 -0.5% | |
| SMCI (Super Micro Computer Inc) | 6,989 | USD 368,250 0.6% | USD 52.6899 0.6% | |
| FSLR (First Solar Inc) | 1,482 | USD 358,214 0.9% | USD 241.71 0.9% | |
| TER (Teradyne Inc) | 2,048 | USD 356,229 20.5% | USD 173.94 20.5% | |
| MDB (MongoDB) | 990 | USD 337,125 1.2% | USD 340.53 1.2% | |
| BESI.AS (BE Semiconductor Industries NV) | 1,802 | EUR 310,339 0.8% | EUR 172.219 0.8% | |
| 4901.T (FUJIFILM Holdings Corporation) | 13,300 | JPY 308,590 -1.3% | JPY 23.2023 -1.3% | |
| CAP.PA (Capgemini SE) | 1,995 | EUR 308,556 2.0% | EUR 154.665 2.0% | |
| 6920.T (Lasertec Corporation) | 1,900 | JPY 294,833 7.9% | JPY 155.175 7.9% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 3,200 | JPY 289,827 1.5% | JPY 90.5709 1.5% | |
| HLMA.L (Halma PLC) | 6,096 | GBP 286,880 -1.2% | GBP 47.0604 -1.2% | |
| ENTG (Entegris Inc) | 3,011 | USD 284,660 3.1% | USD 94.54 3.1% | |
| ON (ON Semiconductor Corporation) | 5,400 | USD 277,560 -0.8% | USD 51.4 -0.8% | |
| 6971.T (Kyocera Corporation) | 18,600 | JPY 257,345 -2.4% | JPY 13.8358 -2.4% | |
| 7701.T (Shimadzu Corporation) | 9,300 | JPY 252,326 -1.2% | JPY 27.1318 -1.2% | |
| 6723.T (Renesas Electronics Corporation) | 19,900 | JPY 249,659 -0.4% | JPY 12.5457 -0.4% | |
| GDDY (Godaddy Inc) | 1,954 | USD 247,318 -3.3% | USD 126.57 -3.3% | |
| CHKP (Check Point Software Technologies Ltd) | 1,244 | USD 245,416 -3.1% | USD 197.28 -3.1% | |
| TYL (Tyler Technologies Inc) | 509 | USD 243,302 -6.4% | USD 478 -6.4% | |
| TRMB (Trimble Inc) | 3,042 | USD 241,504 -1.4% | USD 79.3899 -1.4% | |
| ZM (Zoom Video Communications Inc) | 2,871 | USD 239,212 -1.8% | USD 83.3201 -1.8% | |
| BSY (Bentley Systems Inc) | 4,583 | USD 231,396 -2.2% | USD 50.4901 -2.2% | |
| VRSN (VeriSign Inc) | 984 | USD 229,095 -3.1% | USD 232.82 -3.1% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 227,402 -0.9% | JPY 94.7508 -0.9% | |
| STMPA.PA (STMicroelectronics NV) | 9,054 | EUR 226,789 -1.7% | EUR 25.0485 -1.7% | |
| 4768.T (Otsuka Corporation) | 11,200 | JPY 216,702 -2.6% | JPY 19.3484 -2.6% | |
| TWLO (Twilio Inc) | 1,933 | USD 215,742 -1.6% | USD 111.61 -1.6% | |
| 4684.T (OBIC Co.,Ltd.) | 6,600 | JPY 203,876 -5.1% | JPY 30.8903 -5.1% | |
| ZBRA (Zebra Technologies Corporation) | 737 | USD 199,557 -1.3% | USD 270.769 -1.3% | |
| DOCU (DocuSign Inc) | 2,879 | USD 198,593 -2.4% | USD 68.9799 -2.4% | |
| IOT (Samsara Inc) | 4,848 | USD 190,623 -1.7% | USD 39.3199 -1.7% | |
| 9719.T (SCSK Corporation) | 6,200 | JPY 176,869 1.9% | JPY 28.5273 1.9% | |
| DSG.TO (Descartes Systems Group Inc) | 1,932 | CAD 173,992 -6.8% | CAD 90.058 -6.8% | |
| NEM.DE (Nemetschek SE) | 1,468 | EUR 172,769 -1.4% | EUR 117.69 -1.4% | |
| OKTA (Okta Inc) | 1,930 | USD 169,165 -1.9% | USD 87.6503 -1.9% | |
| AKAM (Akamai Technologies Inc) | 2,273 | USD 165,952 -3.6% | USD 73.0101 -3.6% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 156,689 -1.1% | JPY 50.5448 -1.1% | |
| MNDY (Monday.Com Ltd) | 732 | USD 143,428 -2.3% | USD 195.94 -2.3% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 1,249,547 | USD 251,196,433 5.0% | USD 201.03 5.0% | |
| AAPL (Apple Inc) | 645,871 | USD 173,739,299 0.1% | USD 269 0.1% | |
| MSFT (Microsoft Corporation) | 281,191 | USD 152,425,205 2.0% | USD 542.07 2.0% | |
| AVGO (Broadcom Inc) | 202,761 | USD 75,623,770 3.0% | USD 372.97 3.0% | |
| ASML.AS (ASML Holding NV) | 30,291 | EUR 32,044,615 0.1% | EUR 1057.89 0.1% | |
| LRCX (Lam Research Corp) | 203,289 | USD 31,635,834 -0.8% | USD 155.62 -0.8% | |
| SAP.DE (SAP SE) | 91,011 | EUR 24,839,221 -0.4% | EUR 272.925 -0.4% | |
| CRM (Salesforce.com Inc) | 96,828 | USD 24,619,487 -0.5% | USD 254.26 -0.5% | |
| INTU (Intuit Inc) | 29,207 | USD 19,829,509 -0.7% | USD 678.93 -0.7% | |
| NOW (ServiceNow Inc) | 19,793 | USD 18,564,053 -0.9% | USD 937.91 -0.9% | |
| ADSK (Autodesk Inc) | 55,032 | USD 17,119,355 -0.8% | USD 311.08 -0.8% | |
| INTC (Intel Corporation) | 390,303 | USD 16,209,284 5.0% | USD 41.53 5.0% | |
| PANW (Palo Alto Networks Inc) | 67,486 | USD 14,940,051 0.5% | USD 221.38 0.5% | |
| ADBE (Adobe Systems Incorporated) | 39,107 | USD 14,075,000 0.6% | USD 359.91 0.6% | |
| 8035.T (Tokyo Electron Limited) | 63,400 | JPY 13,104,597 3.3% | JPY 206.697 3.3% | |
| NXPI (NXP Semiconductors NV) | 44,809 | USD 9,542,525 -3.9% | USD 212.96 -3.9% | |
| WDAY (Workday Inc) | 40,087 | USD 9,497,813 -0.8% | USD 236.93 -0.8% | |
| 6702.T (Fujitsu Limited) | 374,300 | JPY 9,495,567 -0.9% | JPY 25.3689 -0.9% | |
| CDNS (Cadence Design Systems Inc) | 27,755 | USD 9,472,782 -2.9% | USD 341.3 -2.9% | |
| SNPS (Synopsys Inc) | 19,890 | USD 9,086,349 -1.8% | USD 456.83 -1.8% | |
| 6701.T (NEC Corporation) | 263,100 | JPY 8,808,330 -0.7% | JPY 33.479 -0.7% | |
| IFX.DE (Infineon Technologies AG) | 213,615 | EUR 8,534,705 0.1% | EUR 39.9537 0.1% | |
| HPE (Hewlett Packard Enterprise Co) | 337,379 | USD 8,181,441 0.3% | USD 24.25 0.3% | |
| PLTR (Palantir Technologies Inc) | 33,718 | USD 6,392,933 0.2% | USD 189.6 0.2% | |
| ORCL (Oracle Corporation) | 22,421 | USD 6,296,489 -0.2% | USD 280.83 -0.2% | |
| PTC (PTC Inc) | 30,839 | USD 6,243,664 -0.4% | USD 202.46 -0.4% | |
| NOKIA.HE (Nokia Oyj) | 795,888 | EUR 6,118,480 21.1% | EUR 7.68761 21.1% | |
| NTAP (NetApp Inc) | 51,514 | USD 5,970,988 -1.1% | USD 115.91 -1.1% | |
| HUBS (HubSpot Inc) | 12,629 | USD 5,930,831 -0.5% | USD 469.62 -0.5% | |
| ADI (Analog Devices Inc) | 23,035 | USD 5,513,427 -1.5% | USD 239.35 -1.5% | |
| DSY.PA (Dassault Systemes SE) | 172,809 | EUR 5,030,690 -1.5% | EUR 29.1113 -1.5% | |
| HPQ (HP Inc) | 178,997 | USD 5,024,446 0.5% | USD 28.07 0.5% | |
| GIB-A.TO (CGI Inc) | 51,256 | CAD 4,521,193 0.2% | CAD 88.2081 0.2% | |
| IT (Gartner Inc) | 16,096 | USD 4,067,459 -1.1% | USD 252.7 -1.1% | |
| FFIV (F5 Networks Inc) | 14,767 | USD 3,951,354 -7.9% | USD 267.58 -7.9% | |
| CSCO (Cisco Systems Inc) | 54,010 | USD 3,922,206 1.7% | USD 72.62 1.7% | |
| DT (Dynatrace Holdings LLC) | 78,550 | USD 3,899,222 -1.7% | USD 49.64 -1.7% | |
| SGE.L (Sage Group PLC) | 248,774 | GBP 3,879,487 0.3% | GBP 15.5944 0.3% | |
| 4307.T (Nomura Research Institute, Ltd.) | 97,000 | JPY 3,662,482 -1.8% | JPY 37.7575 -1.8% | |
| MU (Micron Technology Inc) | 15,195 | USD 3,371,922 0.8% | USD 221.91 0.8% | |
| SHOP.TO (Shopify Inc) | 16,233 | CAD 2,904,644 2.2% | CAD 178.935 2.2% | |
| QCOM (Qualcomm Incorporated) | 14,846 | USD 2,687,571 -3.5% | USD 181.03 -3.5% | |
| OTEX.TO (Open Text Corp) | 65,906 | CAD 2,616,380 0.8% | CAD 39.6987 0.8% | |
| ANET (Arista Networks) | 14,192 | USD 2,224,880 0.0% | USD 156.77 0.0% | |
| ACN (Accenture plc) | 8,394 | USD 2,126,620 1.0% | USD 253.35 1.0% | |
| KLAC (KLA-Tencor Corporation) | 1,701 | USD 2,051,474 -0.7% | USD 1206.04 -0.7% | |
| TXN (Texas Instruments Incorporated) | 12,211 | USD 2,038,138 -1.5% | USD 166.91 -1.5% | |
| APP (Applovin Corp) | 3,077 | USD 1,928,725 -2.5% | USD 626.82 -2.5% | |
| NTNX (Nutanix Inc) | 27,306 | USD 1,886,025 -0.7% | USD 69.07 -0.7% | |
| 3626.T (TIS Inc.) | 54,700 | JPY 1,834,538 -0.1% | JPY 33.5382 -0.1% | |
| CRWD (Crowdstrike Holdings Inc) | 3,317 | USD 1,814,200 3.3% | USD 546.94 3.3% | |
| 6841.T (Yokogawa Electric Corporation) | 58,300 | JPY 1,734,574 -2.7% | JPY 29.7526 -2.7% | |
| 6857.T (Advantest Corporation) | 10,100 | JPY 1,202,800 0.2% | JPY 119.089 0.2% | |
| SNOW (Snowflake Inc.) | 3,966 | USD 1,059,120 0.4% | USD 267.05 0.4% | |
| 6861.T (Keyence Corporation) | 2,600 | JPY 1,040,308 -1.1% | JPY 400.118 -1.1% | |
| MRVL (Marvell Technology Group Ltd) | 11,611 | USD 1,027,109 -0.3% | USD 88.46 -0.3% | |
| MSTR (MicroStrategy Incorporated) | 3,281 | USD 933,904 -3.7% | USD 284.64 -3.7% | |
| TEL (TE Connectivity Ltd) | 3,838 | USD 907,841 -0.1% | USD 236.54 -0.1% | |
| CSU.TO (Constellation Software Inc.) | 278 | CAD 748,586 -2.0% | CAD 2692.76 -2.0% | |
| FTNT (Fortinet Inc) | 8,411 | USD 722,253 0.7% | USD 85.87 0.7% | |
| DELL (Dell Technologies Inc) | 4,239 | USD 698,926 1.7% | USD 164.88 1.7% | |
| MPWR (Monolithic Power Systems Inc) | 582 | USD 632,262 -1.7% | USD 1086.36 -1.7% | |
| DDOG (Datadog Inc) | 3,515 | USD 552,804 -0.2% | USD 157.27 -0.2% | |
| FICO (Fair Isaac Corporation) | 319 | USD 531,658 -1.1% | USD 1666.64 -1.1% | |
| CLS.TO (Celestica Inc.) | 1,545 | CAD 503,390 7.7% | CAD 325.819 7.7% | |
| 6146.T (Disco Corporation) | 1,300 | JPY 460,346 -0.1% | JPY 354.112 -0.1% | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 22,800 | JPY 451,490 -0.3% | JPY 19.8022 -0.3% | |
| 6762.T (TDK Corporation) | 26,300 | JPY 444,657 0.0% | JPY 16.9071 0.0% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 6,452 | USD 437,575 -0.3% | USD 67.8201 -0.3% | |
| MCHP (Microchip Technology Inc) | 6,844 | USD 435,552 -1.4% | USD 63.64 -1.4% | |
| PSTG (Pure Storage Inc) | 4,445 | USD 423,786 -0.1% | USD 95.3399 -0.1% | |
| ZS (Zscaler Inc) | 1,207 | USD 397,079 0.8% | USD 328.98 0.8% | |
| ASM.AS (ASM International NV) | 603 | EUR 392,138 -0.8% | EUR 650.312 -0.8% | |
| 7751.T (Canon Inc.) | 13,300 | JPY 384,433 -4.9% | JPY 28.9047 -4.9% | |
| SMCI (Super Micro Computer Inc) | 6,989 | USD 365,944 1.5% | USD 52.36 1.5% | |
| FSLR (First Solar Inc) | 1,482 | USD 355,087 -3.3% | USD 239.6 -3.3% | |
| MDB (MongoDB) | 990 | USD 333,095 -1.1% | USD 336.46 -1.1% | |
| 4901.T (FUJIFILM Holdings Corporation) | 13,300 | JPY 312,756 0.1% | JPY 23.5155 0.1% | |
| BESI.AS (BE Semiconductor Industries NV) | 1,802 | EUR 307,986 -0.8% | EUR 170.913 -0.8% | |
| CAP.PA (Capgemini SE) | 1,995 | EUR 302,479 1.7% | EUR 151.619 1.7% | |
| TER (Teradyne Inc) | 2,048 | USD 295,690 -2.1% | USD 144.38 -2.1% | |
| HLMA.L (Halma PLC) | 6,096 | GBP 290,411 -0.3% | GBP 47.6396 -0.3% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 3,200 | JPY 285,498 -0.7% | JPY 89.2181 -0.7% | |
| ON (ON Semiconductor Corporation) | 5,400 | USD 279,720 -1.7% | USD 51.8 -1.7% | |
| ENTG (Entegris Inc) | 3,011 | USD 276,139 -2.8% | USD 91.7101 -2.8% | |
| 6920.T (Lasertec Corporation) | 1,900 | JPY 273,346 -1.3% | JPY 143.866 -1.3% | |
| 6971.T (Kyocera Corporation) | 18,600 | JPY 263,619 -0.9% | JPY 14.1731 -0.9% | |
| TYL (Tyler Technologies Inc) | 509 | USD 259,936 0.3% | USD 510.68 0.3% | |
| GDDY (Godaddy Inc) | 1,954 | USD 255,681 -0.8% | USD 130.85 -0.8% | |
| 7701.T (Shimadzu Corporation) | 9,300 | JPY 255,306 -1.4% | JPY 27.4523 -1.4% | |
| CHKP (Check Point Software Technologies Ltd) | 1,244 | USD 253,229 6.2% | USD 203.56 6.2% | |
| 6723.T (Renesas Electronics Corporation) | 19,900 | JPY 250,589 2.0% | JPY 12.5924 2.0% | |
| TRMB (Trimble Inc) | 3,042 | USD 244,881 -0.8% | USD 80.5 -0.8% | |
| ZM (Zoom Video Communications Inc) | 2,871 | USD 243,719 -0.3% | USD 84.8899 -0.3% | |
| BSY (Bentley Systems Inc) | 4,583 | USD 236,529 -1.1% | USD 51.6101 -1.1% | |
| VRSN (VeriSign Inc) | 984 | USD 236,524 -2.8% | USD 240.37 -2.8% | |
| STMPA.PA (STMicroelectronics NV) | 9,054 | EUR 230,746 0.7% | EUR 25.4855 0.7% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 229,582 -1.6% | JPY 95.6592 -1.6% | |
| 4768.T (Otsuka Corporation) | 11,200 | JPY 222,594 -2.2% | JPY 19.8745 -2.2% | |
| TWLO (Twilio Inc) | 1,933 | USD 219,357 -0.9% | USD 113.48 -0.9% | |
| 4684.T (OBIC Co.,Ltd.) | 6,600 | JPY 214,845 -3.2% | JPY 32.5523 -3.2% | |
| DOCU (DocuSign Inc) | 2,879 | USD 203,545 -1.0% | USD 70.6999 -1.0% | |
| ZBRA (Zebra Technologies Corporation) | 737 | USD 202,166 -11.7% | USD 274.309 -11.7% | |
| IOT (Samsara Inc) | 4,848 | USD 193,872 0.2% | USD 39.9901 0.2% | |
| DSG.TO (Descartes Systems Group Inc) | 1,932 | CAD 186,623 1.1% | CAD 96.5958 1.1% | |
| NEM.DE (Nemetschek SE) | 1,468 | EUR 175,254 -0.4% | EUR 119.383 -0.4% | |
| 9719.T (SCSK Corporation) | 6,200 | JPY 173,505 -1.7% | JPY 27.9847 -1.7% | |
| OKTA (Okta Inc) | 1,930 | USD 172,368 -0.8% | USD 89.3098 -0.8% | |
| AKAM (Akamai Technologies Inc) | 2,273 | USD 172,180 0.3% | USD 75.7501 0.3% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 158,509 -1.4% | JPY 51.1319 -1.4% | |
| MNDY (Monday.Com Ltd) | 732 | USD 146,781 0.9% | USD 200.52 0.9% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 1,249,547 | USD 239,275,755 2.8% | USD 191.49 2.8% | |
| AAPL (Apple Inc) | 645,871 | USD 173,616,584 2.3% | USD 268.81 2.3% | |
| MSFT (Microsoft Corporation) | 281,191 | USD 149,458,640 1.5% | USD 531.52 1.5% | |
| AVGO (Broadcom Inc) | 202,761 | USD 73,409,620 2.2% | USD 362.05 2.2% | |
| ASML.AS (ASML Holding NV) | 30,291 | EUR 32,006,069 1.6% | EUR 1056.62 1.6% | |
| LRCX (Lam Research Corp) | 203,289 | USD 31,896,044 3.4% | USD 156.9 3.4% | |
| SAP.DE (SAP SE) | 91,011 | EUR 24,943,767 1.0% | EUR 274.074 1.0% | |
| CRM (Salesforce.com Inc) | 96,828 | USD 24,736,649 0.3% | USD 255.47 0.3% | |
| INTU (Intuit Inc) | 29,207 | USD 19,959,772 0.0% | USD 683.39 0.0% | |
| NOW (ServiceNow Inc) | 19,793 | USD 18,729,918 1.7% | USD 946.29 1.7% | |
| ADSK (Autodesk Inc) | 55,032 | USD 17,254,183 0.2% | USD 313.53 0.2% | |
| INTC (Intel Corporation) | 390,303 | USD 15,432,581 3.3% | USD 39.54 3.3% | |
| PANW (Palo Alto Networks Inc) | 67,486 | USD 14,866,491 1.5% | USD 220.29 1.5% | |
| ADBE (Adobe Systems Incorporated) | 39,107 | USD 13,992,485 1.2% | USD 357.8 1.2% | |
| 8035.T (Tokyo Electron Limited) | 63,400 | JPY 12,680,414 0.9% | JPY 200.007 0.9% | |
| NXPI (NXP Semiconductors NV) | 44,809 | USD 9,927,882 1.1% | USD 221.56 1.1% | |
| CDNS (Cadence Design Systems Inc) | 27,755 | USD 9,753,107 1.8% | USD 351.4 1.8% | |
| 6702.T (Fujitsu Limited) | 374,300 | JPY 9,586,403 1.2% | JPY 25.6115 1.2% | |
| WDAY (Workday Inc) | 40,087 | USD 9,577,185 -1.6% | USD 238.91 -1.6% | |
| SNPS (Synopsys Inc) | 19,890 | USD 9,257,005 0.3% | USD 465.41 0.3% | |
| 6701.T (NEC Corporation) | 263,100 | JPY 8,869,389 1.4% | JPY 33.7111 1.4% | |
| IFX.DE (Infineon Technologies AG) | 213,615 | EUR 8,522,839 2.5% | EUR 39.8981 2.5% | |
| HPE (Hewlett Packard Enterprise Co) | 337,379 | USD 8,157,824 2.9% | USD 24.18 2.9% | |
| PLTR (Palantir Technologies Inc) | 33,718 | USD 6,378,771 2.5% | USD 189.18 2.5% | |
| ORCL (Oracle Corporation) | 22,421 | USD 6,309,269 -0.7% | USD 281.4 -0.7% | |
| PTC (PTC Inc) | 30,839 | USD 6,268,952 -0.7% | USD 203.28 -0.7% | |
| NTAP (NetApp Inc) | 51,514 | USD 6,036,926 0.5% | USD 117.19 0.5% | |
| HUBS (HubSpot Inc) | 12,629 | USD 5,960,130 0.5% | USD 471.94 0.5% | |
| ADI (Analog Devices Inc) | 23,035 | USD 5,597,735 2.1% | USD 243.01 2.1% | |
| DSY.PA (Dassault Systemes SE) | 172,809 | EUR 5,109,237 -1.0% | EUR 29.5658 -1.0% | |
| NOKIA.HE (Nokia Oyj) | 795,888 | EUR 5,052,559 2.4% | EUR 6.34833 2.4% | |
| HPQ (HP Inc) | 178,997 | USD 4,997,596 0.9% | USD 27.92 0.9% | |
| GIB-A.TO (CGI Inc) | 51,256 | CAD 4,511,290 1.0% | CAD 88.0149 1.0% | |
| FFIV (F5 Networks Inc) | 14,767 | USD 4,288,484 -2.7% | USD 290.41 -2.7% | |
| IT (Gartner Inc) | 16,096 | USD 4,113,816 2.1% | USD 255.58 2.1% | |
| DT (Dynatrace Holdings LLC) | 78,550 | USD 3,967,561 0.4% | USD 50.51 0.4% | |
| SGE.L (Sage Group PLC) | 248,774 | GBP 3,867,717 -0.2% | GBP 15.5471 -0.2% | |
| CSCO (Cisco Systems Inc) | 54,010 | USD 3,855,774 1.1% | USD 71.39 1.1% | |
| 4307.T (Nomura Research Institute, Ltd.) | 97,000 | JPY 3,730,599 1.4% | JPY 38.4598 1.4% | |
| MU (Micron Technology Inc) | 15,195 | USD 3,344,420 0.5% | USD 220.1 0.5% | |
| SHOP.TO (Shopify Inc) | 16,233 | CAD 2,843,457 1.5% | CAD 175.165 1.5% | |
| QCOM (Qualcomm Incorporated) | 14,846 | USD 2,786,297 11.1% | USD 187.68 11.1% | |
| OTEX.TO (Open Text Corp) | 65,906 | CAD 2,594,991 0.2% | CAD 39.3741 0.2% | |
| ANET (Arista Networks) | 14,192 | USD 2,225,448 1.9% | USD 156.81 1.9% | |
| ACN (Accenture plc) | 8,394 | USD 2,104,963 1.3% | USD 250.77 1.3% | |
| TXN (Texas Instruments Incorporated) | 12,211 | USD 2,068,666 0.2% | USD 169.41 0.2% | |
| KLAC (KLA-Tencor Corporation) | 1,701 | USD 2,066,936 2.7% | USD 1215.13 2.7% | |
| APP (Applovin Corp) | 3,077 | USD 1,978,819 3.7% | USD 643.1 3.7% | |
| NTNX (Nutanix Inc) | 27,306 | USD 1,899,132 -0.7% | USD 69.55 -0.7% | |
| 3626.T (TIS Inc.) | 54,700 | JPY 1,836,494 0.5% | JPY 33.5739 0.5% | |
| 6841.T (Yokogawa Electric Corporation) | 58,300 | JPY 1,782,568 1.9% | JPY 30.5758 1.9% | |
| CRWD (Crowdstrike Holdings Inc) | 3,317 | USD 1,757,015 0.5% | USD 529.7 0.5% | |
| 6857.T (Advantest Corporation) | 10,100 | JPY 1,200,363 6.3% | JPY 118.848 6.3% | |
| SNOW (Snowflake Inc.) | 3,966 | USD 1,054,837 3.1% | USD 265.97 3.1% | |
| 6861.T (Keyence Corporation) | 2,600 | JPY 1,052,092 1.4% | JPY 404.651 1.4% | |
| MRVL (Marvell Technology Group Ltd) | 11,611 | USD 1,030,012 5.4% | USD 88.71 5.4% | |
| MSTR (MicroStrategy Incorporated) | 3,281 | USD 969,962 2.3% | USD 295.63 2.3% | |
| TEL (TE Connectivity Ltd) | 3,838 | USD 908,608 0.5% | USD 236.74 0.5% | |
| CSU.TO (Constellation Software Inc.) | 278 | CAD 763,543 1.9% | CAD 2746.56 1.9% | |
| FTNT (Fortinet Inc) | 8,411 | USD 717,374 -0.3% | USD 85.29 -0.3% | |
| DELL (Dell Technologies Inc) | 4,239 | USD 687,523 2.2% | USD 162.19 2.2% | |
| MPWR (Monolithic Power Systems Inc) | 582 | USD 643,139 2.8% | USD 1105.05 2.8% | |
| DDOG (Datadog Inc) | 3,515 | USD 554,034 0.7% | USD 157.62 0.7% | |
| FICO (Fair Isaac Corporation) | 319 | USD 537,544 1.1% | USD 1685.09 1.1% | |
| CLS.TO (Celestica Inc.) | 1,545 | CAD 467,270 2.1% | CAD 302.44 2.1% | |
| 6146.T (Disco Corporation) | 1,300 | JPY 460,662 1.3% | JPY 354.355 1.3% | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 22,800 | JPY 452,887 0.6% | JPY 19.8635 0.6% | |
| 6762.T (TDK Corporation) | 26,300 | JPY 444,761 2.2% | JPY 16.9111 2.2% | |
| MCHP (Microchip Technology Inc) | 6,844 | USD 441,780 2.2% | USD 64.55 2.2% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 6,452 | USD 439,059 0.3% | USD 68.0501 0.3% | |
| PSTG (Pure Storage Inc) | 4,445 | USD 424,364 1.8% | USD 95.47 1.8% | |
| 7751.T (Canon Inc.) | 13,300 | JPY 404,139 2.0% | JPY 30.3864 2.0% | |
| ASM.AS (ASM International NV) | 603 | EUR 395,293 1.5% | EUR 655.544 1.5% | |
| ZS (Zscaler Inc) | 1,207 | USD 393,880 1.0% | USD 326.33 1.0% | |
| FSLR (First Solar Inc) | 1,482 | USD 367,077 2.6% | USD 247.69 2.6% | |
| SMCI (Super Micro Computer Inc) | 6,989 | USD 360,423 6.8% | USD 51.57 6.8% | |
| MDB (MongoDB) | 990 | USD 336,768 2.0% | USD 340.17 2.0% | |
| 4901.T (FUJIFILM Holdings Corporation) | 13,300 | JPY 312,399 1.3% | JPY 23.4886 1.3% | |
| BESI.AS (BE Semiconductor Industries NV) | 1,802 | EUR 310,314 0.7% | EUR 172.205 0.7% | |
| TER (Teradyne Inc) | 2,048 | USD 302,080 2.2% | USD 147.5 2.2% | |
| CAP.PA (Capgemini SE) | 1,995 | EUR 297,472 0.9% | EUR 149.109 0.9% | |
| HLMA.L (Halma PLC) | 6,096 | GBP 291,353 0.4% | GBP 47.7941 0.4% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 3,200 | JPY 287,403 2.6% | JPY 89.8134 2.6% | |
| ON (ON Semiconductor Corporation) | 5,400 | USD 284,472 3.9% | USD 52.68 3.9% | |
| ENTG (Entegris Inc) | 3,011 | USD 283,998 3.1% | USD 94.3202 3.1% | |
| 6920.T (Lasertec Corporation) | 1,900 | JPY 276,880 2.7% | JPY 145.726 2.7% | |
| 6971.T (Kyocera Corporation) | 18,600 | JPY 266,131 1.1% | JPY 14.3081 1.1% | |
| TYL (Tyler Technologies Inc) | 509 | USD 259,112 0.1% | USD 509.061 0.1% | |
| 7701.T (Shimadzu Corporation) | 9,300 | JPY 258,963 0.5% | JPY 27.8455 0.5% | |
| GDDY (Godaddy Inc) | 1,954 | USD 257,694 0.7% | USD 131.88 0.7% | |
| TRMB (Trimble Inc) | 3,042 | USD 246,767 -0.4% | USD 81.12 -0.4% | |
| 6723.T (Renesas Electronics Corporation) | 19,900 | JPY 245,671 2.3% | JPY 12.3453 2.3% | |
| ZM (Zoom Video Communications Inc) | 2,871 | USD 244,523 1.1% | USD 85.17 1.1% | |
| VRSN (VeriSign Inc) | 984 | USD 243,264 0.1% | USD 247.22 0.1% | |
| BSY (Bentley Systems Inc) | 4,583 | USD 239,233 0.9% | USD 52.2001 0.9% | |
| CHKP (Check Point Software Technologies Ltd) | 1,244 | USD 238,500 -0.1% | USD 191.72 -0.1% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 233,424 0.4% | JPY 97.26 0.4% | |
| STMPA.PA (STMicroelectronics NV) | 9,054 | EUR 229,237 1.0% | EUR 25.3189 1.0% | |
| ZBRA (Zebra Technologies Corporation) | 737 | USD 228,890 0.6% | USD 310.57 0.6% | |
| 4768.T (Otsuka Corporation) | 11,200 | JPY 227,519 0.4% | JPY 20.3142 0.4% | |
| 4684.T (OBIC Co.,Ltd.) | 6,600 | JPY 222,019 1.6% | JPY 33.6392 1.6% | |
| TWLO (Twilio Inc) | 1,933 | USD 221,309 1.7% | USD 114.49 1.7% | |
| DOCU (DocuSign Inc) | 2,879 | USD 205,676 -0.1% | USD 71.4401 -0.1% | |
| IOT (Samsara Inc) | 4,848 | USD 193,484 1.7% | USD 39.9101 1.7% | |
| DSG.TO (Descartes Systems Group Inc) | 1,932 | CAD 184,663 -0.7% | CAD 95.5813 -0.7% | |
| 9719.T (SCSK Corporation) | 6,200 | JPY 176,530 1.5% | JPY 28.4726 1.5% | |
| NEM.DE (Nemetschek SE) | 1,468 | EUR 175,933 -1.6% | EUR 119.845 -1.6% | |
| OKTA (Okta Inc) | 1,930 | USD 173,719 1.1% | USD 90.0098 1.1% | |
| AKAM (Akamai Technologies Inc) | 2,273 | USD 171,589 0.6% | USD 75.4901 0.6% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 160,776 0.2% | JPY 51.8632 0.2% | |
| MNDY (Monday.Com Ltd) | 732 | USD 145,507 0.7% | USD 198.78 0.7% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 1,249,547 | USD 232,740,624 2.3% | USD 186.26 2.3% | |
| AAPL (Apple Inc) | 645,871 | USD 169,747,816 1.2% | USD 262.82 1.2% | |
| MSFT (Microsoft Corporation) | 281,191 | USD 147,234,420 0.6% | USD 523.61 0.6% | |
| AVGO (Broadcom Inc) | 202,761 | USD 71,803,753 2.9% | USD 354.13 2.9% | |
| ASML.AS (ASML Holding NV) | 30,291 | EUR 31,497,474 0.9% | EUR 1039.83 0.9% | |
| LRCX (Lam Research Corp) | 203,289 | USD 30,834,876 2.8% | USD 151.68 2.8% | |
| SAP.DE (SAP SE) | 91,011 | EUR 24,690,621 -3.5% | EUR 271.293 -3.5% | |
| CRM (Salesforce.com Inc) | 96,828 | USD 24,674,679 -0.1% | USD 254.83 -0.1% | |
| INTU (Intuit Inc) | 29,207 | USD 19,951,010 0.8% | USD 683.09 0.8% | |
| NOW (ServiceNow Inc) | 19,793 | USD 18,410,855 -1.0% | USD 930.17 -1.0% | |
| ADSK (Autodesk Inc) | 55,032 | USD 17,218,412 1.0% | USD 312.88 1.0% | |
| INTC (Intel Corporation) | 390,303 | USD 14,940,799 0.3% | USD 38.28 0.3% | |
| PANW (Palo Alto Networks Inc) | 67,486 | USD 14,651,885 1.0% | USD 217.11 1.0% | |
| ADBE (Adobe Systems Incorporated) | 39,107 | USD 13,825,107 -0.2% | USD 353.52 -0.2% | |
| 8035.T (Tokyo Electron Limited) | 63,400 | JPY 12,561,728 1.7% | JPY 198.135 1.7% | |
| NXPI (NXP Semiconductors NV) | 44,809 | USD 9,820,340 -0.7% | USD 219.16 -0.7% | |
| WDAY (Workday Inc) | 40,087 | USD 9,731,119 -0.2% | USD 242.75 -0.2% | |
| CDNS (Cadence Design Systems Inc) | 27,755 | USD 9,578,251 2.3% | USD 345.1 2.3% | |
| 6702.T (Fujitsu Limited) | 374,300 | JPY 9,476,632 0.2% | JPY 25.3183 0.2% | |
| SNPS (Synopsys Inc) | 19,890 | USD 9,232,540 1.8% | USD 464.18 1.8% | |
| 6701.T (NEC Corporation) | 263,100 | JPY 8,746,751 0.5% | JPY 33.245 0.5% | |
| IFX.DE (Infineon Technologies AG) | 213,615 | EUR 8,318,443 0.3% | EUR 38.9413 0.3% | |
| HPE (Hewlett Packard Enterprise Co) | 337,379 | USD 7,928,407 1.3% | USD 23.5 1.3% | |
| ORCL (Oracle Corporation) | 22,421 | USD 6,352,542 1.2% | USD 283.33 1.2% | |
| PTC (PTC Inc) | 30,839 | USD 6,316,136 0.1% | USD 204.81 0.1% | |
| PLTR (Palantir Technologies Inc) | 33,718 | USD 6,225,354 2.3% | USD 184.63 2.3% | |
| NTAP (NetApp Inc) | 51,514 | USD 6,008,593 -1.0% | USD 116.64 -1.0% | |
| HUBS (HubSpot Inc) | 12,629 | USD 5,931,462 -1.3% | USD 469.67 -1.3% | |
| ADI (Analog Devices Inc) | 23,035 | USD 5,482,560 -2.2% | USD 238.01 -2.2% | |
| DSY.PA (Dassault Systemes SE) | 172,809 | EUR 5,161,320 -1.9% | EUR 29.8672 -1.9% | |
| HPQ (HP Inc) | 178,997 | USD 4,951,057 -0.6% | USD 27.66 -0.6% | |
| NOKIA.HE (Nokia Oyj) | 795,888 | EUR 4,935,547 1.8% | EUR 6.20131 1.8% | |
| GIB-A.TO (CGI Inc) | 51,256 | CAD 4,468,022 -1.1% | CAD 87.1707 -1.1% | |
| FFIV (F5 Networks Inc) | 14,767 | USD 4,405,587 -1.2% | USD 298.34 -1.2% | |
| IT (Gartner Inc) | 16,096 | USD 4,027,380 -0.3% | USD 250.21 -0.3% | |
| DT (Dynatrace Holdings LLC) | 78,550 | USD 3,951,851 0.7% | USD 50.31 0.7% | |
| SGE.L (Sage Group PLC) | 248,774 | GBP 3,875,990 0.4% | GBP 15.5804 0.4% | |
| CSCO (Cisco Systems Inc) | 54,010 | USD 3,814,726 0.5% | USD 70.63 0.5% | |
| 4307.T (Nomura Research Institute, Ltd.) | 97,000 | JPY 3,680,635 0.0% | JPY 37.9447 0.0% | |
| MU (Micron Technology Inc) | 15,195 | USD 3,328,009 6.0% | USD 219.02 6.0% | |
| SHOP.TO (Shopify Inc) | 16,233 | CAD 2,802,077 3.4% | CAD 172.616 3.4% | |
| OTEX.TO (Open Text Corp) | 65,906 | CAD 2,588,971 0.7% | CAD 39.2828 0.7% | |
| QCOM (Qualcomm Incorporated) | 14,846 | USD 2,508,083 -0.6% | USD 168.94 -0.6% | |
| ANET (Arista Networks) | 14,192 | USD 2,183,013 0.7% | USD 153.82 0.7% | |
| ACN (Accenture plc) | 8,394 | USD 2,078,774 -0.9% | USD 247.65 -0.9% | |
| TXN (Texas Instruments Incorporated) | 12,211 | USD 2,065,246 -1.8% | USD 169.13 -1.8% | |
| KLAC (KLA-Tencor Corporation) | 1,701 | USD 2,011,977 2.1% | USD 1182.82 2.1% | |
| NTNX (Nutanix Inc) | 27,306 | USD 1,911,966 0.4% | USD 70.02 0.4% | |
| APP (Applovin Corp) | 3,077 | USD 1,907,740 5.1% | USD 620 5.1% | |
| 3626.T (TIS Inc.) | 54,700 | JPY 1,827,809 0.5% | JPY 33.4152 0.5% | |
| 6841.T (Yokogawa Electric Corporation) | 58,300 | JPY 1,750,049 1.4% | JPY 30.018 1.4% | |
| CRWD (Crowdstrike Holdings Inc) | 3,317 | USD 1,749,120 1.0% | USD 527.32 1.0% | |
| 6857.T (Advantest Corporation) | 10,100 | JPY 1,129,164 3.6% | JPY 111.798 3.6% | |
| 6861.T (Keyence Corporation) | 2,600 | JPY 1,037,958 1.4% | JPY 399.215 1.4% | |
| SNOW (Snowflake Inc.) | 3,966 | USD 1,022,990 2.0% | USD 257.94 2.0% | |
| MRVL (Marvell Technology Group Ltd) | 11,611 | USD 976,833 1.6% | USD 84.13 1.6% | |
| MSTR (MicroStrategy Incorporated) | 3,281 | USD 948,471 1.5% | USD 289.08 1.5% | |
| TEL (TE Connectivity Ltd) | 3,838 | USD 904,425 0.7% | USD 235.65 0.7% | |
| CSU.TO (Constellation Software Inc.) | 278 | CAD 749,656 1.2% | CAD 2696.6 1.2% | |
| FTNT (Fortinet Inc) | 8,411 | USD 719,645 0.7% | USD 85.56 0.7% | |
| DELL (Dell Technologies Inc) | 4,239 | USD 672,475 2.9% | USD 158.64 2.9% | |
| MPWR (Monolithic Power Systems Inc) | 582 | USD 625,598 0.4% | USD 1074.91 0.4% | |
| DDOG (Datadog Inc) | 3,515 | USD 549,992 -0.1% | USD 156.47 -0.1% | |
| FICO (Fair Isaac Corporation) | 319 | USD 531,773 3.2% | USD 1667 3.2% | |
| CLS.TO (Celestica Inc.) | 1,545 | CAD 457,668 4.7% | CAD 296.225 4.7% | |
| 6146.T (Disco Corporation) | 1,300 | JPY 454,819 4.9% | JPY 349.861 4.9% | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 22,800 | JPY 450,404 4.0% | JPY 19.7546 4.0% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 6,452 | USD 437,833 -0.2% | USD 67.86 -0.3% | |
| 6762.T (TDK Corporation) | 26,300 | JPY 435,278 4.9% | JPY 16.5505 4.9% | |
| MCHP (Microchip Technology Inc) | 6,844 | USD 432,335 -2.9% | USD 63.1699 -2.9% | |
| PSTG (Pure Storage Inc) | 4,445 | USD 416,897 0.2% | USD 93.7901 0.2% | |
| 7751.T (Canon Inc.) | 13,300 | JPY 396,280 0.8% | JPY 29.7955 0.8% | |
| ZS (Zscaler Inc) | 1,207 | USD 389,861 1.3% | USD 323 1.3% | |
| ASM.AS (ASM International NV) | 603 | EUR 389,642 2.3% | EUR 646.172 2.3% | |
| FSLR (First Solar Inc) | 1,482 | USD 357,770 5.4% | USD 241.41 5.4% | |
| SMCI (Super Micro Computer Inc) | 6,989 | USD 337,499 0.8% | USD 48.29 0.8% | |
| MDB (MongoDB) | 990 | USD 330,234 1.1% | USD 333.57 1.1% | |
| 4901.T (FUJIFILM Holdings Corporation) | 13,300 | JPY 308,353 -0.1% | JPY 23.1844 -0.1% | |
| BESI.AS (BE Semiconductor Industries NV) | 1,802 | EUR 308,071 2.0% | EUR 170.961 2.0% | |
| TER (Teradyne Inc) | 2,048 | USD 295,485 -0.5% | USD 144.28 -0.5% | |
| CAP.PA (Capgemini SE) | 1,995 | EUR 294,794 0.6% | EUR 147.766 0.6% | |
| HLMA.L (Halma PLC) | 6,096 | GBP 290,082 1.5% | GBP 47.5856 1.5% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 3,200 | JPY 280,151 3.8% | JPY 87.5472 3.8% | |
| ENTG (Entegris Inc) | 3,011 | USD 275,567 0.8% | USD 91.5201 0.8% | |
| ON (ON Semiconductor Corporation) | 5,400 | USD 273,834 -2.1% | USD 50.71 -2.1% | |
| 6920.T (Lasertec Corporation) | 1,900 | JPY 269,625 3.5% | JPY 141.908 3.5% | |
| 6971.T (Kyocera Corporation) | 18,600 | JPY 263,279 2.0% | JPY 14.1548 2.0% | |
| TYL (Tyler Technologies Inc) | 509 | USD 258,908 -1.5% | USD 508.66 -1.5% | |
| 7701.T (Shimadzu Corporation) | 9,300 | JPY 257,618 1.4% | JPY 27.7009 1.4% | |
| GDDY (Godaddy Inc) | 1,954 | USD 255,857 -1.1% | USD 130.94 -1.1% | |
| TRMB (Trimble Inc) | 3,042 | USD 247,680 0.9% | USD 81.4201 0.9% | |
| VRSN (VeriSign Inc) | 984 | USD 243,127 -1.4% | USD 247.08 -1.4% | |
| ZM (Zoom Video Communications Inc) | 2,871 | USD 241,968 1.8% | USD 84.28 1.8% | |
| 6723.T (Renesas Electronics Corporation) | 19,900 | JPY 240,129 -0.3% | JPY 12.0668 -0.3% | |
| CHKP (Check Point Software Technologies Ltd) | 1,244 | USD 238,848 -0.8% | USD 192 -0.8% | |
| BSY (Bentley Systems Inc) | 4,583 | USD 237,079 0.8% | USD 51.7301 0.8% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 232,577 -0.1% | JPY 96.9071 -0.1% | |
| ZBRA (Zebra Technologies Corporation) | 737 | USD 227,600 -1.6% | USD 308.82 -1.6% | |
| STMPA.PA (STMicroelectronics NV) | 9,054 | EUR 226,892 -1.4% | EUR 25.0599 -1.4% | |
| 4768.T (Otsuka Corporation) | 11,200 | JPY 226,676 0.5% | JPY 20.2389 0.5% | |
| 4684.T (OBIC Co.,Ltd.) | 6,600 | JPY 218,596 -0.2% | JPY 33.1206 -0.2% | |
| TWLO (Twilio Inc) | 1,933 | USD 217,578 1.6% | USD 112.56 1.6% | |
| DOCU (DocuSign Inc) | 2,879 | USD 205,820 0.6% | USD 71.4901 0.6% | |
| IOT (Samsara Inc) | 4,848 | USD 190,284 1.6% | USD 39.25 1.6% | |
| DSG.TO (Descartes Systems Group Inc) | 1,932 | CAD 185,879 -0.7% | CAD 96.2107 -0.7% | |
| NEM.DE (Nemetschek SE) | 1,468 | EUR 178,862 1.1% | EUR 121.841 1.1% | |
| 9719.T (SCSK Corporation) | 6,200 | JPY 173,977 -0.3% | JPY 28.0608 -0.3% | |
| OKTA (Okta Inc) | 1,930 | USD 171,905 0.6% | USD 89.0699 0.6% | |
| AKAM (Akamai Technologies Inc) | 2,273 | USD 170,589 0.6% | USD 75.0502 0.6% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 160,524 0.2% | JPY 51.7819 0.2% | |
| MNDY (Monday.Com Ltd) | 732 | USD 144,504 0.6% | USD 197.41 0.6% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 1,249,547 | USD 227,617,482 1.0% | USD 182.16 1.0% | |
| AAPL (Apple Inc) | 645,871 | USD 167,655,194 0.4% | USD 259.58 0.4% | |
| MSFT (Microsoft Corporation) | 281,191 | USD 146,376,787 0.0% | USD 520.56 0.0% | |
| AVGO (Broadcom Inc) | 202,761 | USD 69,808,585 1.2% | USD 344.29 1.2% | |
| ASML.AS (ASML Holding NV) | 30,291 | EUR 31,229,257 2.0% | EUR 1030.97 2.0% | |
| LRCX (Lam Research Corp) | 203,289 | USD 29,993,259 4.5% | USD 147.54 4.5% | |
| SAP.DE (SAP SE) | 91,011 | EUR 25,579,442 2.2% | EUR 281.059 2.2% | |
| CRM (Salesforce.com Inc) | 96,828 | USD 24,695,981 -0.6% | USD 255.05 -0.6% | |
| INTU (Intuit Inc) | 29,207 | USD 19,794,168 1.0% | USD 677.72 1.0% | |
| NOW (ServiceNow Inc) | 19,793 | USD 18,588,992 0.4% | USD 939.17 0.4% | |
| ADSK (Autodesk Inc) | 55,032 | USD 17,051,115 0.5% | USD 309.84 0.5% | |
| INTC (Intel Corporation) | 390,303 | USD 14,893,962 3.4% | USD 38.16 3.4% | |
| PANW (Palo Alto Networks Inc) | 67,486 | USD 14,510,840 1.2% | USD 215.02 1.2% | |
| ADBE (Adobe Systems Incorporated) | 39,107 | USD 13,848,571 0.0% | USD 354.12 0.0% | |
| 8035.T (Tokyo Electron Limited) | 63,400 | JPY 12,350,568 -3.7% | JPY 194.804 -3.7% | |
| NXPI (NXP Semiconductors NV) | 44,809 | USD 9,890,691 1.6% | USD 220.73 1.6% | |
| WDAY (Workday Inc) | 40,087 | USD 9,752,365 0.2% | USD 243.28 0.2% | |
| 6702.T (Fujitsu Limited) | 374,300 | JPY 9,462,041 0.5% | JPY 25.2793 0.5% | |
| CDNS (Cadence Design Systems Inc) | 27,755 | USD 9,360,929 2.0% | USD 337.27 2.0% | |
| SNPS (Synopsys Inc) | 19,890 | USD 9,071,630 0.4% | USD 456.09 0.4% | |
| 6701.T (NEC Corporation) | 263,100 | JPY 8,699,031 0.1% | JPY 33.0636 0.1% | |
| IFX.DE (Infineon Technologies AG) | 213,615 | EUR 8,291,250 -2.3% | EUR 38.814 -2.3% | |
| HPE (Hewlett Packard Enterprise Co) | 337,379 | USD 7,823,819 0.4% | USD 23.19 0.4% | |
| PTC (PTC Inc) | 30,839 | USD 6,311,818 0.8% | USD 204.67 0.8% | |
| ORCL (Oracle Corporation) | 22,421 | USD 6,279,449 2.7% | USD 280.07 2.7% | |
| PLTR (Palantir Technologies Inc) | 33,718 | USD 6,085,425 2.8% | USD 180.48 2.8% | |
| NTAP (NetApp Inc) | 51,514 | USD 6,067,834 0.9% | USD 117.79 0.9% | |
| HUBS (HubSpot Inc) | 12,629 | USD 6,008,878 1.3% | USD 475.8 1.3% | |
| ADI (Analog Devices Inc) | 23,035 | USD 5,604,185 1.2% | USD 243.29 1.2% | |
| DSY.PA (Dassault Systemes SE) | 172,809 | EUR 5,260,357 -13.0% | EUR 30.4403 -13.0% | |
| HPQ (HP Inc) | 178,997 | USD 4,981,487 0.6% | USD 27.83 0.6% | |
| NOKIA.HE (Nokia Oyj) | 795,888 | EUR 4,849,110 10.9% | EUR 6.0927 10.9% | |
| GIB-A.TO (CGI Inc) | 51,256 | CAD 4,519,819 0.7% | CAD 88.1813 0.7% | |
| FFIV (F5 Networks Inc) | 14,767 | USD 4,457,567 1.4% | USD 301.86 1.4% | |
| IT (Gartner Inc) | 16,096 | USD 4,038,808 0.0% | USD 250.92 0.0% | |
| DT (Dynatrace Holdings LLC) | 78,550 | USD 3,922,787 0.8% | USD 49.94 0.8% | |
| SGE.L (Sage Group PLC) | 248,774 | GBP 3,861,150 -1.1% | GBP 15.5207 -1.1% | |
| CSCO (Cisco Systems Inc) | 54,010 | USD 3,795,283 -0.6% | USD 70.27 -0.6% | |
| 4307.T (Nomura Research Institute, Ltd.) | 97,000 | JPY 3,681,951 -0.8% | JPY 37.9583 -0.8% | |
| MU (Micron Technology Inc) | 15,195 | USD 3,140,958 4.2% | USD 206.71 4.2% | |
| SHOP.TO (Shopify Inc) | 16,233 | CAD 2,709,387 3.1% | CAD 166.906 3.1% | |
| OTEX.TO (Open Text Corp) | 65,906 | CAD 2,571,608 -0.3% | CAD 39.0193 -0.3% | |
| QCOM (Qualcomm Incorporated) | 14,846 | USD 2,524,265 0.4% | USD 170.03 0.4% | |
| ANET (Arista Networks) | 14,192 | USD 2,167,970 4.2% | USD 152.76 4.2% | |
| TXN (Texas Instruments Incorporated) | 12,211 | USD 2,102,612 0.9% | USD 172.19 0.9% | |
| ACN (Accenture plc) | 8,394 | USD 2,096,905 0.3% | USD 249.81 0.3% | |
| KLAC (KLA-Tencor Corporation) | 1,701 | USD 1,971,459 4.0% | USD 1159 4.0% | |
| NTNX (Nutanix Inc) | 27,306 | USD 1,904,047 1.4% | USD 69.73 1.4% | |
| 3626.T (TIS Inc.) | 54,700 | JPY 1,818,973 0.2% | JPY 33.2536 0.2% | |
| APP (Applovin Corp) | 3,077 | USD 1,814,507 4.4% | USD 589.7 4.4% | |
| CRWD (Crowdstrike Holdings Inc) | 3,317 | USD 1,731,408 4.4% | USD 521.98 4.4% | |
| 6841.T (Yokogawa Electric Corporation) | 58,300 | JPY 1,725,908 -1.9% | JPY 29.6039 -1.9% | |
| 6857.T (Advantest Corporation) | 10,100 | JPY 1,089,647 -4.2% | JPY 107.886 -4.2% | |
| 6861.T (Keyence Corporation) | 2,600 | JPY 1,023,543 -2.0% | JPY 393.67 -2.0% | |
| SNOW (Snowflake Inc.) | 3,966 | USD 1,003,358 4.7% | USD 252.99 4.7% | |
| MRVL (Marvell Technology Group Ltd) | 11,611 | USD 961,042 2.1% | USD 82.77 2.1% | |
| MSTR (MicroStrategy Incorporated) | 3,281 | USD 934,823 1.5% | USD 284.92 1.5% | |
| TEL (TE Connectivity Ltd) | 3,838 | USD 898,437 2.2% | USD 234.09 2.2% | |
| CSU.TO (Constellation Software Inc.) | 278 | CAD 740,759 1.0% | CAD 2664.6 1.0% | |
| FTNT (Fortinet Inc) | 8,411 | USD 714,346 0.3% | USD 84.93 0.3% | |
| DELL (Dell Technologies Inc) | 4,239 | USD 653,781 2.7% | USD 154.23 2.7% | |
| MPWR (Monolithic Power Systems Inc) | 582 | USD 623,206 6.9% | USD 1070.8 6.9% | |
| DDOG (Datadog Inc) | 3,515 | USD 550,414 1.5% | USD 156.59 1.5% | |
| FICO (Fair Isaac Corporation) | 319 | USD 515,300 2.6% | USD 1615.36 2.6% | |
| MCHP (Microchip Technology Inc) | 6,844 | USD 445,476 0.9% | USD 65.09 0.9% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 6,452 | USD 438,930 -0.5% | USD 68.0301 -0.5% | |
| CLS.TO (Celestica Inc.) | 1,545 | CAD 437,123 4.5% | CAD 282.928 4.5% | |
| 6146.T (Disco Corporation) | 1,300 | JPY 433,490 -4.3% | JPY 333.454 -4.3% | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 22,800 | JPY 433,247 -2.2% | JPY 19.0021 -2.2% | |
| PSTG (Pure Storage Inc) | 4,445 | USD 416,185 5.3% | USD 93.6299 5.3% | |
| 6762.T (TDK Corporation) | 26,300 | JPY 415,141 -3.2% | JPY 15.7848 -3.2% | |
| 7751.T (Canon Inc.) | 13,300 | JPY 393,035 -1.7% | JPY 29.5515 -1.7% | |
| ZS (Zscaler Inc) | 1,207 | USD 384,755 3.5% | USD 318.77 3.5% | |
| ASM.AS (ASM International NV) | 603 | EUR 380,976 1.9% | EUR 631.801 1.9% | |
| FSLR (First Solar Inc) | 1,482 | USD 339,378 2.5% | USD 229 2.5% | |
| SMCI (Super Micro Computer Inc) | 6,989 | USD 334,913 -8.7% | USD 47.92 -8.7% | |
| MDB (MongoDB) | 990 | USD 326,710 1.5% | USD 330.01 1.5% | |
| 4901.T (FUJIFILM Holdings Corporation) | 13,300 | JPY 308,676 -1.3% | JPY 23.2087 -1.3% | |
| BESI.AS (BE Semiconductor Industries NV) | 1,802 | EUR 301,893 4.2% | EUR 167.532 4.2% | |
| TER (Teradyne Inc) | 2,048 | USD 297,042 4.5% | USD 145.04 4.5% | |
| CAP.PA (Capgemini SE) | 1,995 | EUR 293,100 -1.9% | EUR 146.917 -1.9% | |
| HLMA.L (Halma PLC) | 6,096 | GBP 285,711 0.8% | GBP 46.8686 0.8% | |
| ON (ON Semiconductor Corporation) | 5,400 | USD 279,612 -0.3% | USD 51.78 -0.3% | |
| ENTG (Entegris Inc) | 3,011 | USD 273,248 2.2% | USD 90.7499 2.2% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 3,200 | JPY 269,960 -3.1% | JPY 84.3625 -3.1% | |
| TYL (Tyler Technologies Inc) | 509 | USD 262,771 0.6% | USD 516.25 0.6% | |
| 6920.T (Lasertec Corporation) | 1,900 | JPY 260,446 -2.8% | JPY 137.077 -2.8% | |
| GDDY (Godaddy Inc) | 1,954 | USD 258,768 0.1% | USD 132.43 0.1% | |
| 6971.T (Kyocera Corporation) | 18,600 | JPY 258,193 -0.6% | JPY 13.8813 -0.6% | |
| 7701.T (Shimadzu Corporation) | 9,300 | JPY 254,049 -0.3% | JPY 27.3171 -0.3% | |
| VRSN (VeriSign Inc) | 984 | USD 246,571 -0.5% | USD 250.58 -0.5% | |
| TRMB (Trimble Inc) | 3,042 | USD 245,489 2.0% | USD 80.6999 2.0% | |
| 6723.T (Renesas Electronics Corporation) | 19,900 | JPY 240,967 -6.0% | JPY 12.1089 -6.0% | |
| CHKP (Check Point Software Technologies Ltd) | 1,244 | USD 240,789 -0.7% | USD 193.56 -0.7% | |
| ZM (Zoom Video Communications Inc) | 2,871 | USD 237,690 1.0% | USD 82.79 1.0% | |
| BSY (Bentley Systems Inc) | 4,583 | USD 235,154 -1.3% | USD 51.3101 -1.3% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 232,743 -0.3% | JPY 96.9762 -0.3% | |
| ZBRA (Zebra Technologies Corporation) | 737 | USD 231,337 3.7% | USD 313.89 3.7% | |
| STMPA.PA (STMicroelectronics NV) | 9,054 | EUR 230,180 -14.1% | EUR 25.423 -14.1% | |
| 4768.T (Otsuka Corporation) | 11,200 | JPY 225,593 -0.6% | JPY 20.1422 -0.6% | |
| 4684.T (OBIC Co.,Ltd.) | 6,600 | JPY 218,998 0.6% | JPY 33.1815 0.6% | |
| TWLO (Twilio Inc) | 1,933 | USD 214,215 1.3% | USD 110.82 1.3% | |
| DOCU (DocuSign Inc) | 2,879 | USD 204,639 0.7% | USD 71.0799 0.7% | |
| IOT (Samsara Inc) | 4,848 | USD 187,375 1.3% | USD 38.65 1.3% | |
| DSG.TO (Descartes Systems Group Inc) | 1,932 | CAD 187,283 0.0% | CAD 96.9374 0.0% | |
| NEM.DE (Nemetschek SE) | 1,468 | EUR 176,972 -0.6% | EUR 120.553 -0.6% | |
| 9719.T (SCSK Corporation) | 6,200 | JPY 174,485 -0.9% | JPY 28.1427 -0.9% | |
| OKTA (Okta Inc) | 1,930 | USD 170,902 1.7% | USD 88.5503 1.7% | |
| AKAM (Akamai Technologies Inc) | 2,273 | USD 169,589 -0.1% | USD 74.6102 -0.1% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 160,225 -1.0% | JPY 51.6855 -1.0% | |
| MNDY (Monday.Com Ltd) | 732 | USD 143,640 2.9% | USD 196.23 2.9% | |