| NVIDIA CORP |
NVDA
|
7 611 586 |
8.5 |
74 770 |
| META PLATFORMS INC CLASS A |
META
|
6 997 182 |
7.8 |
13 162 |
| MICROSOFT CORP |
MSFT
|
6 723 069 |
7.5 |
18 019 |
| BROADCOM INC |
AVGO
|
4 670 815 |
5.2 |
30 328 |
| AMAZON COM INC |
AMZN
|
3 721 632 |
4.2 |
20 860 |
| TAIWAN SEMICONDUCTOR MANUFACTURING |
TSM
|
3 118 169 |
3.5 |
19 813 |
| SNOWFLAKE INC CLASS A |
SNOW
|
3 046 742 |
3.4 |
21 778 |
| ORACLE CORP |
ORCL
|
3 029 489 |
3.4 |
22 076 |
| SAP ADR REPRESENTING |
SAP
|
2 914 877 |
3.3 |
11 027 |
| SERVICENOW INC |
NOW
|
2 559 849 |
2.9 |
3 307 |
| CYBER ARK SOFTWARE LTD |
CYBR
|
2 374 102 |
2.7 |
7 239 |
| CLOUDFLARE INC CLASS A |
NET
|
2 323 490 |
2.6 |
21 636 |
| THOMSON REUTERS CORP |
TRI
|
2 302 310 |
2.6 |
13 088 |
| HITACHI LTD |
6501
|
2 241 011 |
2.5 |
100 500 |
| ALIBABA GROUP HOLDING ADR REPRESEN |
BABA
|
2 126 443 |
2.4 |
16 442 |
| BLK CSH FND TREASURY SL AGENCY |
XTSLA
|
1 980 000 |
2.2 |
1 980 000 |
| REDDIT INC CLASS A |
RDDT
|
1 898 658 |
2.1 |
19 594 |
| APPLOVIN CORP CLASS A |
APP
|
1 782 511 |
2.0 |
6 804 |
| ATLASSIAN CORP CLASS A |
TEAM
|
1 747 860 |
2.0 |
8 812 |
| ASTERA LABS INC |
ALAB
|
1 742 505 |
1.9 |
31 295 |
| GITLAB INC CLASS A |
GTLB
|
1 729 737 |
1.9 |
40 671 |
| PURE STORAGE INC CLASS A |
PSTG
|
1 728 853 |
1.9 |
42 322 |
| CADENCE DESIGN SYSTEMS INC |
CDNS
|
1 647 286 |
1.8 |
6 618 |
| SOFTBANK GROUP CORP |
9984
|
1 607 640 |
1.8 |
32 600 |
| ELASTIC NV |
ESTC
|
1 477 478 |
1.7 |
17 972 |
| FABRINET |
FN
|
1 435 008 |
1.6 |
8 316 |
| ARM HOLDINGS AMERICAN DEPOSITARY S |
ARM
|
1 414 203 |
1.6 |
14 472 |
| KAKAO CORP |
035720.KS
|
1 351 116 |
1.5 |
46 258 |
| COHERENT CORP |
COHR
|
1 322 412 |
1.5 |
24 530 |
| ARISTA NETWORKS INC |
ANET
|
1 267 750 |
1.4 |
17 788 |
| INTEL CORPORATION CORP |
INTC
|
1 257 807 |
1.4 |
56 077 |
| MONGODB INC CLASS A |
MDB
|
1 206 265 |
1.3 |
7 385 |
| MICRON TECHNOLOGY INC |
MU
|
1 096 589 |
1.2 |
14 751 |
| PALANTIR TECHNOLOGIES INC CLASS A |
PLTR
|
1 077 102 |
1.2 |
12 884 |
| HARMONIC DRIVE SYSTEMS INC |
6324
|
1 023 343 |
1.1 |
48 400 |
| SALESFORCE INC |
CRM
|
1 002 288 |
1.1 |
3 927 |
| KRAFTON INC |
259960.KS
|
977 814 |
1.1 |
4 058 |
| ASIA VITAL COMPONENTS LTD |
3017.TW
|
927 572 |
1.0 |
66 000 |
| TESLA INC |
TSLA
|
772 171 |
0.9 |
2 889 |
| USD CASH |
|
-134 537 |
0.2 |
-134 538 |
| JPY CASH |
|
16 762 |
0.0 |
2 437 830 |
| KRW CASH |
|
956 |
0.0 |
1 403 824 |
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