| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 448,005 | USD 86,621,767 -4.5% | USD 193.35 -4.5% | |
| MDB (MongoDB) | 152,419 | USD 61,872,969 1.0% | USD 405.94 1.0% | |
| 6701.T (NEC Corporation) | 1,199,500 | JPY 44,515,216 -1.7% | JPY 37.1115 -1.7% | |
| ANET (Arista Networks) | 346,355 | USD 44,264,169 0.5% | USD 127.8 0.5% | |
| DDOG (Datadog Inc) | 270,804 | USD 42,199,387 -0.4% | USD 155.83 -0.4% | |
| IDCC (InterDigital Inc) | 121,291 | USD 41,462,115 1.2% | USD 341.84 1.2% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,235,000 | TWD 38,881,492 -5.8% | TWD 31.483 -5.8% | |
| CSCO (Cisco Systems Inc) | 496,828 | USD 38,628,377 1.1% | USD 77.75 1.1% | |
| AKAM (Akamai Technologies Inc) | 415,571 | USD 36,557,781 1.3% | USD 87.97 1.3% | |
| CRWD (Crowdstrike Holdings Inc) | 69,515 | USD 36,437,678 1.5% | USD 524.17 1.5% | |
| 6702.T (Fujitsu Limited) | 1,349,300 | JPY 35,715,359 0.2% | JPY 26.4695 0.2% | |
| 3626.T (TIS Inc.) | 1,017,200 | JPY 33,202,257 -0.4% | JPY 32.6408 -0.4% | |
| PANW (Palo Alto Networks Inc) | 165,930 | USD 32,129,026 2.0% | USD 193.63 2.0% | |
| CFLT (Confluent Inc) | 1,341,473 | USD 31,725,836 2.6% | USD 23.65 2.6% | |
| 9735.T (SECOM CO., LTD.) | 877,600 | JPY 30,878,676 0.6% | JPY 35.1854 0.6% | |
| WIPRO.BO (Wipro Ltd.) | 10,903,367 | INR 30,786,902 1.5% | INR 2.82361 1.5% | |
| DOCU (DocuSign Inc) | 420,281 | USD 29,680,244 2.6% | USD 70.62 2.6% | |
| DLR (Digital Realty Trust Inc) | 182,640 | USD 29,165,782 2.0% | USD 159.69 2.0% | |
| OKTA (Okta Inc) | 321,364 | USD 27,746,568 5.5% | USD 86.34 5.5% | |
| ACN (Accenture plc) | 100,986 | USD 27,554,030 4.5% | USD 272.85 4.5% | |
| CHKP (Check Point Software Technologies Ltd) | 140,990 | USD 26,943,189 2.1% | USD 191.1 2.1% | |
| DT (Dynatrace Holdings LLC) | 600,697 | USD 26,700,982 -1.0% | USD 44.45 -1.0% | |
| FFIV (F5 Networks Inc) | 110,662 | USD 26,628,597 0.9% | USD 240.63 0.9% | |
| ZS (Zscaler Inc) | 109,143 | USD 26,593,783 0.8% | USD 243.66 0.8% | |
| RBRK (Rubrik, Inc.) | 371,560 | USD 26,533,100 2.9% | USD 71.41 2.9% | |
| BAH (Booz Allen Hamilton Holding) | 321,520 | USD 26,522,185 1.0% | USD 82.49 1.0% | |
| MIR (Mirion Technologies Inc) | 1,053,301 | USD 26,458,921 1.2% | USD 25.12 1.2% | |
| FTNT (Fortinet Inc) | 318,961 | USD 26,397,212 -0.2% | USD 82.76 -0.2% | |
| EQIX (Equinix Inc) | 35,768 | USD 26,207,929 0.7% | USD 732.72 0.7% | |
| QLYS (Qualys Inc) | 169,686 | USD 25,305,273 2.3% | USD 149.13 2.3% | |
| S (SentinelOne Inc) | 1,480,087 | USD 25,102,276 2.1% | USD 16.96 2.1% | |
| 4768.T (Otsuka Corporation) | 1,181,000 | JPY 24,071,144 0.4% | JPY 20.382 0.4% | |
| BCO (Brinks Company) | 196,189 | USD 23,209,159 4.6% | USD 118.3 4.6% | |
| PI (Impinj Inc) | 135,383 | USD 22,227,181 -2.3% | USD 164.18 -2.3% | |
| BOX (Box Inc) | 676,434 | USD 21,767,646 6.7% | USD 32.18 6.7% | |
| OSIS (OSI Systems Inc) | 78,525 | USD 21,452,245 2.6% | USD 273.19 2.6% | |
| CVLT (CommVault Systems Inc) | 173,009 | USD 21,444,466 0.4% | USD 123.95 0.4% | |
| 4704.T (Trend Micro Incorporated) | 431,200 | JPY 21,380,142 -1.1% | JPY 49.5829 -1.1% | |
| KD (Kyndryl Holdings Inc) | 803,485 | USD 21,131,656 2.6% | USD 26.3 2.6% | |
| NTNX (Nutanix Inc) | 433,091 | USD 20,550,168 1.9% | USD 47.45 1.9% | |
| UI (Ubiquiti Networks Inc) | 29,582 | USD 16,675,373 0.7% | USD 563.7 0.7% | |
| VRNS (Varonis Systems) | 521,669 | USD 16,443,007 -1.4% | USD 31.52 -1.4% | |
| TENB (Tenable Holdings Inc) | 571,782 | USD 15,329,475 1.2% | USD 26.81 1.2% | |
| 763.HK (ZTE CORP H) | 3,537,800 | HKD 14,798,023 -3.6% | HKD 4.18283 -3.6% | |
| CALX (Calix Inc) | 271,247 | USD 14,742,274 -0.5% | USD 54.35 -0.5% | |
| ADT (ADT Inc) | 1,732,670 | USD 14,103,934 0.2% | USD 8.14 0.2% | |
| DXC (DXC Technology Co) | 852,090 | USD 11,673,633 1.0% | USD 13.7 1.0% | |
| ALRM (Alarm.com Holdings Inc) | 222,041 | USD 11,570,557 1.1% | USD 52.11 1.1% | |
| EXTR (Extreme Networks Inc) | 624,472 | USD 10,872,058 0.7% | USD 17.41 0.7% | |
| BB.TO (BlackBerry Ltd) | 2,529,805 | CAD 10,537,076 2.7% | CAD 4.16517 2.7% | |
| ASGN (ASGN Inc) | 203,196 | USD 9,231,194 0.0% | USD 45.43 0.0% | |
| NTCT (NetScout Systems Inc) | 330,905 | USD 9,003,925 -0.4% | USD 27.21 -0.4% | |
| AVPT (Avepoint Inc) | 580,219 | USD 7,508,034 1.3% | USD 12.94 1.3% | |
| FSLY (Fastly Inc) | 636,249 | USD 7,469,563 0.8% | USD 11.74 0.8% | |
| DGII (Digi International Inc) | 172,819 | USD 7,417,391 1.1% | USD 42.92 1.1% | |
| NSSC (NAPCO Security Technologies Inc) | 167,161 | USD 6,856,944 2.9% | USD 41.02 2.9% | |
| ARLO (Arlo Technologies) | 479,692 | USD 6,845,205 2.7% | USD 14.27 2.7% | |
| ATEN (A10 Network) | 335,433 | USD 5,917,038 1.7% | USD 17.64 1.7% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,513,000 | TWD 5,169,181 -0.1% | TWD 3.41651 -0.1% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 410,600 | JPY 5,004,382 1.2% | JPY 12.188 1.2% | |
| RPD (Rapid7 Inc) | 298,481 | USD 4,793,605 3.7% | USD 16.06 3.7% | |
| 489790.KQ (HANWHA VISION LTD) | 155,647 | KRW 4,617,457 0.3% | KRW 29.6662 0.3% | |
| 6214.TW (SYSTEX CORP) | 1,132,000 | TWD 4,481,952 2.8% | TWD 3.95932 2.8% | |
| 012750.KS (S-1 CORP) | 84,050 | KRW 4,357,088 1.1% | KRW 51.8392 1.1% | |
| 022100.KS (POSCO DX COMPANY LTD) | 239,751 | KRW 4,311,598 -0.7% | KRW 17.9837 -0.7% | |
| TMV.DE (TeamViewer SE) | 615,962 | EUR 3,954,264 -0.1% | EUR 6.41966 -0.1% | |
| 5388.TW (SERCOMM CORP) | 1,410,000 | TWD 3,790,795 2.4% | TWD 2.68851 2.4% | |
| NTGR (NETGEAR Inc) | 135,980 | USD 3,564,036 2.6% | USD 26.21 2.6% | |
| ADTN (ADTRAN Inc) | 379,217 | USD 3,120,956 1.2% | USD 8.23 1.2% | |
| 3076.T (Ai Holdings Corporation) | 174,600 | JPY 3,082,930 0.4% | JPY 17.6571 0.4% | |
| GDYN (Grid Dynamics Holdings Inc) | 305,580 | USD 2,899,954 8.6% | USD 9.49 8.6% | |
| 4722.T (Future Corporation) | 225,000 | JPY 2,845,202 -1.2% | JPY 12.6453 -1.2% | |
| NCC.L (NCC Group plc) | 1,419,219 | GBP 2,758,582 0.8% | GBP 1.94373 0.8% | |
| 3762.T (TechMatrix Corporation) | 183,000 | JPY 2,624,138 2.0% | JPY 14.3396 2.0% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,204,500 | MYR 2,427,463 1.1% | MYR 1.10114 1.1% | |
| 4432.T (WingArc1st Inc.) | 109,700 | JPY 2,420,347 -0.7% | JPY 22.0633 -0.7% | |
| 2326.T (Digital Arts Inc.) | 54,000 | JPY 2,386,318 -0.2% | JPY 44.1911 -0.2% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,318,652 0.4% | USD 12.39 0.4% | |
| TEJASNET.BO (Tejas Networks Limited) | 387,150 | INR 2,190,059 -2.6% | INR 5.65687 -2.6% | |
| 6588.T (Toshiba Tec Corporation) | 120,200 | JPY 2,140,967 1.2% | JPY 17.8117 1.2% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 2,992,000 | HKD 1,902,623 -2.0% | HKD 0.635903 -2.0% | |
| TNXT.MI (Tinexta Spa) | 103,696 | EUR 1,801,784 0.8% | EUR 17.3756 0.8% | |
| 3059.TW (ALTEK CORP) | 1,298,094 | TWD 1,778,126 1.9% | TWD 1.3698 1.9% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 528,000 | TWD 1,598,237 1.4% | TWD 3.02696 1.4% | |
| 050890.KQ (SOLiD, Inc.) | 255,136 | KRW 1,395,601 3.1% | KRW 5.47003 3.1% | |
| 3962.T (CHANGE Holdings,Inc.) | 200,900 | JPY 1,291,579 -8.2% | JPY 6.42896 -8.2% | |
| OVH.PA (OVH Groupe SAS) | 128,965 | EUR 1,252,770 -0.1% | EUR 9.71403 -0.1% | |
| 2332.TW (D-LINK CORP) | 2,470,000 | TWD 1,250,044 0.0% | TWD 0.506091 0.0% | |
| 3844.T (Comture Corporation) | 117,200 | JPY 1,224,585 -0.6% | JPY 10.4487 -0.6% | |
| 053800.KQ (AhnLab, Inc.) | 25,356 | KRW 1,063,985 1.2% | KRW 41.9619 1.2% | |
| UIS (Unisys Corporation) | 323,716 | USD 893,456 4.9% | USD 2.76 4.9% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 448,005 | USD 90,721,013 0.8% | USD 202.5 0.8% | |
| MDB (MongoDB) | 152,419 | USD 61,270,914 22.2% | USD 401.99 22.2% | |
| 6701.T (NEC Corporation) | 1,199,500 | JPY 45,265,458 2.7% | JPY 37.7369 2.7% | |
| ANET (Arista Networks) | 346,355 | USD 44,063,283 -0.7% | USD 127.22 -0.7% | |
| DDOG (Datadog Inc) | 270,804 | USD 42,375,410 -0.9% | USD 156.48 -0.9% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,235,000 | TWD 41,263,603 3.0% | TWD 33.4118 3.0% | |
| IDCC (InterDigital Inc) | 121,291 | USD 40,964,822 -4.0% | USD 337.74 -4.0% | |
| CSCO (Cisco Systems Inc) | 496,828 | USD 38,191,168 1.1% | USD 76.87 1.1% | |
| AKAM (Akamai Technologies Inc) | 415,571 | USD 36,084,030 -1.0% | USD 86.83 -1.0% | |
| CRWD (Crowdstrike Holdings Inc) | 69,515 | USD 35,907,973 2.5% | USD 516.55 2.5% | |
| 6702.T (Fujitsu Limited) | 1,349,300 | JPY 35,650,705 0.3% | JPY 26.4216 0.3% | |
| 3626.T (TIS Inc.) | 1,017,200 | JPY 33,322,688 -0.5% | JPY 32.7592 -0.5% | |
| PANW (Palo Alto Networks Inc) | 165,930 | USD 31,506,788 1.1% | USD 189.88 1.1% | |
| CFLT (Confluent Inc) | 1,341,473 | USD 30,934,367 5.4% | USD 23.06 5.4% | |
| 9735.T (SECOM CO., LTD.) | 877,600 | JPY 30,702,912 1.7% | JPY 34.9851 1.7% | |
| WIPRO.BO (Wipro Ltd.) | 10,903,367 | INR 30,346,502 -0.4% | INR 2.78322 -0.4% | |
| DOCU (DocuSign Inc) | 420,281 | USD 28,940,550 0.8% | USD 68.86 0.8% | |
| DLR (Digital Realty Trust Inc) | 182,640 | USD 28,583,160 0.1% | USD 156.5 0.1% | |
| DT (Dynatrace Holdings LLC) | 600,697 | USD 26,971,295 0.6% | USD 44.9 0.6% | |
| FTNT (Fortinet Inc) | 318,961 | USD 26,454,625 1.4% | USD 82.94 1.4% | |
| CHKP (Check Point Software Technologies Ltd) | 140,990 | USD 26,400,378 0.1% | USD 187.25 0.1% | |
| FFIV (F5 Networks Inc) | 110,662 | USD 26,395,100 0.0% | USD 238.52 0.0% | |
| ZS (Zscaler Inc) | 109,143 | USD 26,377,680 -0.7% | USD 241.68 -0.7% | |
| ACN (Accenture plc) | 100,986 | USD 26,359,366 1.4% | USD 261.02 1.4% | |
| OKTA (Okta Inc) | 321,364 | USD 26,310,071 1.5% | USD 81.87 1.5% | |
| BAH (Booz Allen Hamilton Holding) | 321,520 | USD 26,248,893 -1.0% | USD 81.64 -1.0% | |
| MIR (Mirion Technologies Inc) | 1,053,301 | USD 26,142,931 -1.4% | USD 24.82 -1.4% | |
| EQIX (Equinix Inc) | 35,768 | USD 26,016,928 -0.8% | USD 727.38 -0.8% | |
| RBRK (Rubrik, Inc.) | 371,560 | USD 25,786,264 1.2% | USD 69.4 1.2% | |
| QLYS (Qualys Inc) | 169,686 | USD 24,741,916 1.9% | USD 145.81 1.9% | |
| S (SentinelOne Inc) | 1,480,087 | USD 24,584,245 3.3% | USD 16.61 3.3% | |
| 4768.T (Otsuka Corporation) | 1,181,000 | JPY 23,969,236 3.1% | JPY 20.2957 3.1% | |
| PI (Impinj Inc) | 135,383 | USD 22,751,113 3.4% | USD 168.05 3.4% | |
| BCO (Brinks Company) | 196,189 | USD 22,198,785 0.3% | USD 113.15 0.3% | |
| 4704.T (Trend Micro Incorporated) | 431,200 | JPY 21,624,309 0.2% | JPY 50.1491 0.2% | |
| CVLT (CommVault Systems Inc) | 173,009 | USD 21,364,881 1.8% | USD 123.49 1.8% | |
| OSIS (OSI Systems Inc) | 78,525 | USD 20,900,999 -0.8% | USD 266.17 -0.8% | |
| KD (Kyndryl Holdings Inc) | 803,485 | USD 20,601,355 -1.0% | USD 25.64 -1.0% | |
| BOX (Box Inc) | 676,434 | USD 20,408,014 2.8% | USD 30.17 2.8% | |
| NTNX (Nutanix Inc) | 433,091 | USD 20,169,048 -1.3% | USD 46.57 -1.3% | |
| VRNS (Varonis Systems) | 521,669 | USD 16,672,541 -0.9% | USD 31.96 -0.9% | |
| UI (Ubiquiti Networks Inc) | 29,582 | USD 16,554,087 -0.9% | USD 559.6 -0.9% | |
| 763.HK (ZTE CORP H) | 3,537,800 | HKD 15,352,100 -5.6% | HKD 4.33945 -5.6% | |
| TENB (Tenable Holdings Inc) | 571,782 | USD 15,140,787 0.8% | USD 26.48 0.8% | |
| CALX (Calix Inc) | 271,247 | USD 14,823,649 0.0% | USD 54.65 0.0% | |
| ADT (ADT Inc) | 1,732,670 | USD 14,069,280 0.2% | USD 8.12 0.2% | |
| DXC (DXC Technology Co) | 852,090 | USD 11,554,340 0.9% | USD 13.56 0.9% | |
| ALRM (Alarm.com Holdings Inc) | 222,041 | USD 11,446,214 0.3% | USD 51.55 0.3% | |
| EXTR (Extreme Networks Inc) | 624,472 | USD 10,797,121 1.5% | USD 17.29 1.5% | |
| BB.TO (BlackBerry Ltd) | 2,529,805 | CAD 10,259,267 1.7% | CAD 4.05536 1.7% | |
| ASGN (ASGN Inc) | 203,196 | USD 9,235,258 0.2% | USD 45.45 0.2% | |
| NTCT (NetScout Systems Inc) | 330,905 | USD 9,037,016 2.0% | USD 27.31 2.0% | |
| AVPT (Avepoint Inc) | 580,219 | USD 7,415,199 1.0% | USD 12.78 1.0% | |
| FSLY (Fastly Inc) | 636,249 | USD 7,412,301 -0.9% | USD 11.65 -0.9% | |
| DGII (Digi International Inc) | 172,819 | USD 7,336,167 2.1% | USD 42.45 2.1% | |
| NSSC (NAPCO Security Technologies Inc) | 167,161 | USD 6,666,381 5.5% | USD 39.88 5.5% | |
| ARLO (Arlo Technologies) | 479,692 | USD 6,662,922 -2.3% | USD 13.89 -2.3% | |
| ATEN (A10 Network) | 335,433 | USD 5,816,408 0.9% | USD 17.34 0.9% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,513,000 | TWD 5,175,571 1.0% | TWD 3.42073 1.0% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 410,600 | JPY 4,946,322 -1.1% | JPY 12.0466 -1.1% | |
| RPD (Rapid7 Inc) | 298,481 | USD 4,623,471 0.5% | USD 15.49 0.5% | |
| 489790.KQ (HANWHA VISION LTD) | 155,647 | KRW 4,605,129 -1.5% | KRW 29.587 -1.5% | |
| 6214.TW (SYSTEX CORP) | 1,132,000 | TWD 4,358,557 1.3% | TWD 3.85032 1.3% | |
| 022100.KS (POSCO DX COMPANY LTD) | 239,751 | KRW 4,342,635 2.8% | KRW 18.1131 2.8% | |
| 012750.KS (S-1 CORP) | 84,050 | KRW 4,309,669 1.5% | KRW 51.2751 1.5% | |
| TMV.DE (TeamViewer SE) | 615,962 | EUR 3,957,062 -1.5% | EUR 6.4242 -1.5% | |
| 5388.TW (SERCOMM CORP) | 1,410,000 | TWD 3,701,553 0.2% | TWD 2.62521 0.2% | |
| NTGR (NETGEAR Inc) | 135,980 | USD 3,474,289 -1.1% | USD 25.55 -1.1% | |
| ADTN (ADTRAN Inc) | 379,217 | USD 3,083,034 2.8% | USD 8.13 2.8% | |
| 3076.T (Ai Holdings Corporation) | 174,600 | JPY 3,072,118 -2.1% | JPY 17.5952 -2.1% | |
| 4722.T (Future Corporation) | 225,000 | JPY 2,879,342 -2.4% | JPY 12.7971 -2.4% | |
| NCC.L (NCC Group plc) | 1,419,219 | GBP 2,735,637 -0.4% | GBP 1.92757 -0.4% | |
| GDYN (Grid Dynamics Holdings Inc) | 305,580 | USD 2,670,769 0.7% | USD 8.74 0.7% | |
| 3762.T (TechMatrix Corporation) | 183,000 | JPY 2,571,943 -1.3% | JPY 14.0543 -1.3% | |
| 4432.T (WingArc1st Inc.) | 109,700 | JPY 2,438,247 -0.5% | JPY 22.2265 -0.5% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,204,500 | MYR 2,400,544 -1.6% | MYR 1.08893 -1.6% | |
| 2326.T (Digital Arts Inc.) | 54,000 | JPY 2,390,070 -1.8% | JPY 44.2606 -1.8% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,309,295 1.2% | USD 12.34 1.2% | |
| TEJASNET.BO (Tejas Networks Limited) | 387,150 | INR 2,248,343 1.3% | INR 5.80742 1.3% | |
| 6588.T (Toshiba Tec Corporation) | 120,200 | JPY 2,115,711 -3.7% | JPY 17.6016 -3.7% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 2,992,000 | HKD 1,941,010 -0.7% | HKD 0.648733 -0.7% | |
| TNXT.MI (Tinexta Spa) | 103,696 | EUR 1,787,268 -0.1% | EUR 17.2357 -0.1% | |
| 3059.TW (ALTEK CORP) | 1,298,094 | TWD 1,745,194 -1.0% | TWD 1.34443 -1.0% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 528,000 | TWD 1,575,969 -1.2% | TWD 2.98479 -1.2% | |
| 3962.T (CHANGE Holdings,Inc.) | 200,900 | JPY 1,407,247 -3.8% | JPY 7.00471 -3.8% | |
| 050890.KQ (SOLiD, Inc.) | 255,136 | KRW 1,353,382 1.8% | KRW 5.30455 1.8% | |
| OVH.PA (OVH Groupe SAS) | 128,965 | EUR 1,253,597 1.0% | EUR 9.72044 1.0% | |
| 2332.TW (D-LINK CORP) | 2,470,000 | TWD 1,249,698 0.7% | TWD 0.505951 0.7% | |
| 3844.T (Comture Corporation) | 117,200 | JPY 1,231,429 -1.5% | JPY 10.5071 -1.5% | |
| 053800.KQ (AhnLab, Inc.) | 25,356 | KRW 1,051,500 0.4% | KRW 41.4695 0.4% | |
| UIS (Unisys Corporation) | 323,716 | USD 851,373 -0.8% | USD 2.63 -0.8% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 448,005 | USD 90,013,165 -1.6% | USD 200.92 -1.6% | |
| MDB (MongoDB) | 152,419 | USD 50,126,037 -1.1% | USD 328.87 -1.1% | |
| ANET (Arista Networks) | 346,355 | USD 44,371,539 -2.0% | USD 128.11 -2.0% | |
| 6701.T (NEC Corporation) | 1,199,500 | JPY 44,060,424 -2.7% | JPY 36.7323 -2.7% | |
| DDOG (Datadog Inc) | 270,804 | USD 42,759,952 -1.3% | USD 157.9 -1.3% | |
| IDCC (InterDigital Inc) | 121,291 | USD 42,653,193 -1.7% | USD 351.66 -1.7% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,235,000 | TWD 40,068,068 -0.7% | TWD 32.4438 -0.7% | |
| CSCO (Cisco Systems Inc) | 496,828 | USD 37,778,801 -1.2% | USD 76.04 -1.2% | |
| AKAM (Akamai Technologies Inc) | 415,571 | USD 36,449,732 -2.0% | USD 87.71 -2.0% | |
| 6702.T (Fujitsu Limited) | 1,349,300 | JPY 35,538,802 -0.9% | JPY 26.3387 -0.9% | |
| CRWD (Crowdstrike Holdings Inc) | 69,515 | USD 35,044,597 -1.0% | USD 504.13 -1.0% | |
| 3626.T (TIS Inc.) | 1,017,200 | JPY 33,501,129 -0.4% | JPY 32.9347 -0.4% | |
| PANW (Palo Alto Networks Inc) | 165,930 | USD 31,150,039 -1.3% | USD 187.73 -1.3% | |
| WIPRO.BO (Wipro Ltd.) | 10,903,367 | INR 30,470,442 0.2% | INR 2.79459 0.2% | |
| 9735.T (SECOM CO., LTD.) | 877,600 | JPY 30,199,240 1.7% | JPY 34.4112 1.7% | |
| CFLT (Confluent Inc) | 1,341,473 | USD 29,338,015 -1.7% | USD 21.87 -1.7% | |
| DOCU (DocuSign Inc) | 420,281 | USD 28,717,801 -1.5% | USD 68.33 -1.5% | |
| DLR (Digital Realty Trust Inc) | 182,640 | USD 28,563,070 -2.3% | USD 156.39 -2.3% | |
| DT (Dynatrace Holdings LLC) | 600,697 | USD 26,809,107 0.2% | USD 44.63 0.2% | |
| ZS (Zscaler Inc) | 109,143 | USD 26,552,309 -3.3% | USD 243.28 -3.3% | |
| BAH (Booz Allen Hamilton Holding) | 321,520 | USD 26,506,109 -1.2% | USD 82.44 -1.2% | |
| MIR (Mirion Technologies Inc) | 1,053,301 | USD 26,501,053 -3.3% | USD 25.16 -3.3% | |
| FFIV (F5 Networks Inc) | 110,662 | USD 26,400,633 -0.2% | USD 238.57 -0.2% | |
| CHKP (Check Point Software Technologies Ltd) | 140,990 | USD 26,372,180 0.1% | USD 187.05 0.1% | |
| EQIX (Equinix Inc) | 35,768 | USD 26,227,959 -2.7% | USD 733.28 -2.7% | |
| FTNT (Fortinet Inc) | 318,961 | USD 26,097,389 0.9% | USD 81.82 0.9% | |
| ACN (Accenture plc) | 100,986 | USD 25,996,826 3.0% | USD 257.43 3.0% | |
| OKTA (Okta Inc) | 321,364 | USD 25,914,793 0.4% | USD 80.64 0.4% | |
| RBRK (Rubrik, Inc.) | 371,560 | USD 25,489,016 -1.0% | USD 68.6 -1.0% | |
| QLYS (Qualys Inc) | 169,686 | USD 24,292,248 1.6% | USD 143.16 1.6% | |
| S (SentinelOne Inc) | 1,480,087 | USD 23,799,799 -0.8% | USD 16.08 -0.8% | |
| 4768.T (Otsuka Corporation) | 1,181,000 | JPY 23,247,642 -0.5% | JPY 19.6847 -0.5% | |
| BCO (Brinks Company) | 196,189 | USD 22,122,272 0.4% | USD 112.76 0.4% | |
| PI (Impinj Inc) | 135,383 | USD 22,002,445 -5.4% | USD 162.52 -5.4% | |
| 4704.T (Trend Micro Incorporated) | 431,200 | JPY 21,574,596 0.2% | JPY 50.0339 0.2% | |
| OSIS (OSI Systems Inc) | 78,525 | USD 21,075,325 -0.9% | USD 268.39 -0.9% | |
| CVLT (CommVault Systems Inc) | 173,009 | USD 20,977,341 -1.8% | USD 121.25 -1.8% | |
| KD (Kyndryl Holdings Inc) | 803,485 | USD 20,818,296 0.3% | USD 25.91 0.3% | |
| NTNX (Nutanix Inc) | 433,091 | USD 20,437,564 -1.3% | USD 47.19 -1.3% | |
| BOX (Box Inc) | 676,434 | USD 19,860,102 -0.6% | USD 29.36 -0.6% | |
| VRNS (Varonis Systems) | 521,669 | USD 16,829,042 -2.4% | USD 32.26 -2.4% | |
| UI (Ubiquiti Networks Inc) | 29,582 | USD 16,711,463 -3.1% | USD 564.92 -3.1% | |
| 763.HK (ZTE CORP H) | 3,537,800 | HKD 16,262,197 13.9% | HKD 4.5967 13.9% | |
| TENB (Tenable Holdings Inc) | 571,782 | USD 15,020,713 -0.9% | USD 26.27 -0.9% | |
| CALX (Calix Inc) | 271,247 | USD 14,829,073 -1.1% | USD 54.67 -1.1% | |
| ADT (ADT Inc) | 1,732,670 | USD 14,034,627 -1.8% | USD 8.1 -1.8% | |
| DXC (DXC Technology Co) | 852,090 | USD 11,452,090 1.8% | USD 13.44 1.8% | |
| ALRM (Alarm.com Holdings Inc) | 222,041 | USD 11,412,907 -1.1% | USD 51.4 -1.1% | |
| EXTR (Extreme Networks Inc) | 624,472 | USD 10,641,003 -2.6% | USD 17.04 -2.6% | |
| BB.TO (BlackBerry Ltd) | 2,529,805 | CAD 10,089,874 -2.5% | CAD 3.9884 -2.5% | |
| ASGN (ASGN Inc) | 203,196 | USD 9,221,034 0.8% | USD 45.38 0.8% | |
| NTCT (NetScout Systems Inc) | 330,905 | USD 8,861,636 -0.4% | USD 26.78 -0.4% | |
| FSLY (Fastly Inc) | 636,249 | USD 7,482,288 0.9% | USD 11.76 0.9% | |
| AVPT (Avepoint Inc) | 580,219 | USD 7,339,770 -2.7% | USD 12.65 -2.7% | |
| DGII (Digi International Inc) | 172,819 | USD 7,187,542 -0.6% | USD 41.59 -0.6% | |
| ARLO (Arlo Technologies) | 479,692 | USD 6,821,220 -1.9% | USD 14.22 -1.9% | |
| NSSC (NAPCO Security Technologies Inc) | 167,161 | USD 6,320,357 -6.4% | USD 37.81 -6.4% | |
| ATEN (A10 Network) | 335,433 | USD 5,762,739 -0.2% | USD 17.18 -0.2% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,513,000 | TWD 5,125,306 -2.0% | TWD 3.38751 -2.0% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 410,600 | JPY 5,000,957 -2.1% | JPY 12.1796 -2.1% | |
| 489790.KQ (HANWHA VISION LTD) | 155,647 | KRW 4,674,433 1.9% | KRW 30.0323 1.9% | |
| RPD (Rapid7 Inc) | 298,481 | USD 4,602,577 -1.7% | USD 15.42 -1.7% | |
| 6214.TW (SYSTEX CORP) | 1,132,000 | TWD 4,302,745 -1.0% | TWD 3.80101 -1.0% | |
| 012750.KS (S-1 CORP) | 84,050 | KRW 4,247,995 -0.9% | KRW 50.5413 -0.9% | |
| 022100.KS (POSCO DX COMPANY LTD) | 239,751 | KRW 4,223,939 2.0% | KRW 17.618 2.0% | |
| TMV.DE (TeamViewer SE) | 615,962 | EUR 4,018,801 -2.7% | EUR 6.52443 -2.7% | |
| 5388.TW (SERCOMM CORP) | 1,410,000 | TWD 3,695,537 -0.2% | TWD 2.62095 -0.2% | |
| NTGR (NETGEAR Inc) | 135,980 | USD 3,512,363 -2.3% | USD 25.83 -2.3% | |
| 3076.T (Ai Holdings Corporation) | 174,600 | JPY 3,137,498 0.9% | JPY 17.9696 0.9% | |
| ADTN (ADTRAN Inc) | 379,217 | USD 2,999,606 -0.3% | USD 7.91 -0.3% | |
| 4722.T (Future Corporation) | 225,000 | JPY 2,950,772 -0.3% | JPY 13.1145 -0.3% | |
| NCC.L (NCC Group plc) | 1,419,219 | GBP 2,745,997 -1.6% | GBP 1.93486 -1.6% | |
| GDYN (Grid Dynamics Holdings Inc) | 305,580 | USD 2,652,434 -0.9% | USD 8.68 -0.9% | |
| 3762.T (TechMatrix Corporation) | 183,000 | JPY 2,605,268 2.2% | JPY 14.2364 2.2% | |
| 4432.T (WingArc1st Inc.) | 109,700 | JPY 2,450,824 -1.2% | JPY 22.3411 -1.2% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,204,500 | MYR 2,438,771 -1.3% | MYR 1.10627 -1.3% | |
| 2326.T (Digital Arts Inc.) | 54,000 | JPY 2,433,734 -1.9% | JPY 45.0691 -1.9% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,281,224 -0.1% | USD 12.19 -0.1% | |
| TEJASNET.BO (Tejas Networks Limited) | 387,150 | INR 2,220,005 3.8% | INR 5.73422 3.8% | |
| 6588.T (Toshiba Tec Corporation) | 120,200 | JPY 2,197,150 0.2% | JPY 18.2791 0.2% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 2,992,000 | HKD 1,955,430 -1.0% | HKD 0.653553 -1.0% | |
| TNXT.MI (Tinexta Spa) | 103,696 | EUR 1,789,681 0.8% | EUR 17.2589 0.8% | |
| 3059.TW (ALTEK CORP) | 1,298,094 | TWD 1,763,053 -1.9% | TWD 1.35819 -1.9% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 528,000 | TWD 1,595,471 -1.3% | TWD 3.02173 -1.3% | |
| 3962.T (CHANGE Holdings,Inc.) | 200,900 | JPY 1,462,433 0.6% | JPY 7.27941 0.6% | |
| 050890.KQ (SOLiD, Inc.) | 255,136 | KRW 1,329,407 2.0% | KRW 5.21058 2.0% | |
| 3844.T (Comture Corporation) | 117,200 | JPY 1,250,627 2.3% | JPY 10.6709 2.3% | |
| 2332.TW (D-LINK CORP) | 2,470,000 | TWD 1,241,324 -0.8% | TWD 0.50256 -0.8% | |
| OVH.PA (OVH Groupe SAS) | 128,965 | EUR 1,241,137 -2.1% | EUR 9.62383 -2.1% | |
| 053800.KQ (AhnLab, Inc.) | 25,356 | KRW 1,046,952 0.9% | KRW 41.2901 0.9% | |
| UIS (Unisys Corporation) | 323,716 | USD 857,847 -1.1% | USD 2.65 -1.1% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 448,005 | USD 91,487,101 2.0% | USD 204.21 2.0% | |
| MDB (MongoDB) | 152,419 | USD 50,659,503 1.9% | USD 332.37 1.9% | |
| 6701.T (NEC Corporation) | 1,199,500 | JPY 45,281,990 -1.5% | JPY 37.7507 -1.5% | |
| ANET (Arista Networks) | 346,355 | USD 45,261,671 2.4% | USD 130.68 2.4% | |
| IDCC (InterDigital Inc) | 121,291 | USD 43,391,855 -0.6% | USD 357.75 -0.6% | |
| DDOG (Datadog Inc) | 270,804 | USD 43,331,348 1.0% | USD 160.01 1.0% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,235,000 | TWD 40,333,758 -0.7% | TWD 32.6589 -0.7% | |
| CSCO (Cisco Systems Inc) | 496,828 | USD 38,225,946 1.1% | USD 76.94 1.1% | |
| AKAM (Akamai Technologies Inc) | 415,571 | USD 37,201,916 0.1% | USD 89.52 0.1% | |
| 6702.T (Fujitsu Limited) | 1,349,300 | JPY 35,857,399 -1.7% | JPY 26.5748 -1.7% | |
| CRWD (Crowdstrike Holdings Inc) | 69,515 | USD 35,394,257 1.5% | USD 509.16 1.5% | |
| 3626.T (TIS Inc.) | 1,017,200 | JPY 33,641,584 -1.1% | JPY 33.0727 -1.1% | |
| PANW (Palo Alto Networks Inc) | 165,930 | USD 31,548,271 2.6% | USD 190.13 2.6% | |
| WIPRO.BO (Wipro Ltd.) | 10,903,367 | INR 30,416,917 -0.2% | INR 2.78968 -0.2% | |
| CFLT (Confluent Inc) | 1,341,473 | USD 29,847,774 1.9% | USD 22.25 1.9% | |
| 9735.T (SECOM CO., LTD.) | 877,600 | JPY 29,688,244 -1.4% | JPY 33.8289 -1.4% | |
| DLR (Digital Realty Trust Inc) | 182,640 | USD 29,244,317 0.8% | USD 160.12 0.8% | |
| DOCU (DocuSign Inc) | 420,281 | USD 29,146,487 0.7% | USD 69.35 0.7% | |
| ZS (Zscaler Inc) | 109,143 | USD 27,449,465 -0.2% | USD 251.5 -0.2% | |
| MIR (Mirion Technologies Inc) | 1,053,301 | USD 27,406,892 0.7% | USD 26.02 0.7% | |
| EQIX (Equinix Inc) | 35,768 | USD 26,944,392 0.4% | USD 753.31 0.4% | |
| BAH (Booz Allen Hamilton Holding) | 321,520 | USD 26,834,059 0.3% | USD 83.46 0.3% | |
| DT (Dynatrace Holdings LLC) | 600,697 | USD 26,767,058 0.9% | USD 44.56 0.9% | |
| FFIV (F5 Networks Inc) | 110,662 | USD 26,465,924 0.4% | USD 239.16 0.4% | |
| CHKP (Check Point Software Technologies Ltd) | 140,990 | USD 26,332,702 1.3% | USD 186.77 1.3% | |
| FTNT (Fortinet Inc) | 318,961 | USD 25,877,306 0.7% | USD 81.13 0.7% | |
| OKTA (Okta Inc) | 321,364 | USD 25,815,170 -0.3% | USD 80.33 -0.3% | |
| RBRK (Rubrik, Inc.) | 371,560 | USD 25,756,539 1.7% | USD 69.32 1.7% | |
| ACN (Accenture plc) | 100,986 | USD 25,246,500 0.9% | USD 250 0.9% | |
| S (SentinelOne Inc) | 1,480,087 | USD 23,992,210 1.7% | USD 16.21 1.7% | |
| QLYS (Qualys Inc) | 169,686 | USD 23,900,273 -0.6% | USD 140.85 -0.6% | |
| 4768.T (Otsuka Corporation) | 1,181,000 | JPY 23,362,685 -0.1% | JPY 19.7821 -0.1% | |
| PI (Impinj Inc) | 135,383 | USD 23,268,276 -0.5% | USD 171.87 -0.5% | |
| BCO (Brinks Company) | 196,189 | USD 22,037,910 0.5% | USD 112.33 0.5% | |
| 4704.T (Trend Micro Incorporated) | 431,200 | JPY 21,542,039 0.1% | JPY 49.9583 0.1% | |
| CVLT (CommVault Systems Inc) | 173,009 | USD 21,366,612 0.2% | USD 123.5 0.2% | |
| OSIS (OSI Systems Inc) | 78,525 | USD 21,268,496 -0.3% | USD 270.85 -0.3% | |
| KD (Kyndryl Holdings Inc) | 803,485 | USD 20,754,018 1.5% | USD 25.83 1.5% | |
| NTNX (Nutanix Inc) | 433,091 | USD 20,701,750 -1.1% | USD 47.8 -1.1% | |
| BOX (Box Inc) | 676,434 | USD 19,981,860 -0.5% | USD 29.54 -0.5% | |
| VRNS (Varonis Systems) | 521,669 | USD 17,251,594 2.2% | USD 33.07 2.2% | |
| UI (Ubiquiti Networks Inc) | 29,582 | USD 17,248,968 1.4% | USD 583.09 1.4% | |
| TENB (Tenable Holdings Inc) | 571,782 | USD 15,163,659 1.0% | USD 26.52 1.0% | |
| CALX (Calix Inc) | 271,247 | USD 14,991,822 -0.9% | USD 55.27 -0.9% | |
| ADT (ADT Inc) | 1,732,670 | USD 14,294,528 1.1% | USD 8.25 1.1% | |
| 763.HK (ZTE CORP H) | 3,537,800 | HKD 14,277,342 -0.5% | HKD 4.03566 -0.5% | |
| ALRM (Alarm.com Holdings Inc) | 222,041 | USD 11,537,250 0.5% | USD 51.96 0.5% | |
| DXC (DXC Technology Co) | 852,090 | USD 11,247,588 0.7% | USD 13.2 0.7% | |
| EXTR (Extreme Networks Inc) | 624,472 | USD 10,928,260 0.1% | USD 17.5 0.1% | |
| BB.TO (BlackBerry Ltd) | 2,529,805 | CAD 10,343,882 0.5% | CAD 4.08881 0.5% | |
| ASGN (ASGN Inc) | 203,196 | USD 9,145,852 -0.6% | USD 45.01 -0.6% | |
| NTCT (NetScout Systems Inc) | 330,905 | USD 8,894,726 0.6% | USD 26.88 0.6% | |
| AVPT (Avepoint Inc) | 580,219 | USD 7,542,847 0.9% | USD 13 0.9% | |
| FSLY (Fastly Inc) | 636,249 | USD 7,418,663 -1.9% | USD 11.66 -1.9% | |
| DGII (Digi International Inc) | 172,819 | USD 7,229,019 -1.3% | USD 41.83 -1.3% | |
| ARLO (Arlo Technologies) | 479,692 | USD 6,955,534 1.0% | USD 14.5 1.0% | |
| NSSC (NAPCO Security Technologies Inc) | 167,161 | USD 6,753,304 -0.9% | USD 40.4 -0.9% | |
| ATEN (A10 Network) | 335,433 | USD 5,776,156 1.4% | USD 17.22 1.4% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,513,000 | TWD 5,230,540 0.3% | TWD 3.45707 0.3% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 410,600 | JPY 5,109,806 1.2% | JPY 12.4447 1.2% | |
| RPD (Rapid7 Inc) | 298,481 | USD 4,680,182 1.1% | USD 15.68 1.1% | |
| 489790.KQ (HANWHA VISION LTD) | 155,647 | KRW 4,587,970 -1.8% | KRW 29.4768 -1.8% | |
| 6214.TW (SYSTEX CORP) | 1,132,000 | TWD 4,346,216 -1.4% | TWD 3.83941 -1.4% | |
| 012750.KS (S-1 CORP) | 84,050 | KRW 4,286,370 -0.7% | KRW 50.9979 -0.7% | |
| 022100.KS (POSCO DX COMPANY LTD) | 239,751 | KRW 4,140,805 1.0% | KRW 17.2713 1.0% | |
| TMV.DE (TeamViewer SE) | 615,962 | EUR 4,128,286 1.8% | EUR 6.70218 1.8% | |
| 5388.TW (SERCOMM CORP) | 1,410,000 | TWD 3,701,896 -1.3% | TWD 2.62546 -1.3% | |
| NTGR (NETGEAR Inc) | 135,980 | USD 3,596,671 1.8% | USD 26.45 1.8% | |
| 3076.T (Ai Holdings Corporation) | 174,600 | JPY 3,110,465 1.4% | JPY 17.8148 1.4% | |
| ADTN (ADTRAN Inc) | 379,217 | USD 3,007,191 -0.6% | USD 7.93 -0.6% | |
| 4722.T (Future Corporation) | 225,000 | JPY 2,960,109 -2.1% | JPY 13.156 -2.1% | |
| NCC.L (NCC Group plc) | 1,419,219 | GBP 2,790,610 | GBP 1.9663 | |
| GDYN (Grid Dynamics Holdings Inc) | 305,580 | USD 2,676,881 1.0% | USD 8.76 1.0% | |
| 3762.T (TechMatrix Corporation) | 183,000 | JPY 2,549,452 0.4% | JPY 13.9314 0.4% | |
| 4432.T (WingArc1st Inc.) | 109,700 | JPY 2,481,519 0.3% | JPY 22.621 0.3% | |
| 2326.T (Digital Arts Inc.) | 54,000 | JPY 2,481,128 0.9% | JPY 45.9468 0.9% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,204,500 | MYR 2,469,894 -0.7% | MYR 1.12039 -0.7% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,283,096 0.1% | USD 12.2 0.1% | |
| 6588.T (Toshiba Tec Corporation) | 120,200 | JPY 2,192,947 0.9% | JPY 18.2442 0.9% | |
| TEJASNET.BO (Tejas Networks Limited) | 387,150 | INR 2,139,015 -2.1% | INR 5.52503 -2.1% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 2,992,000 | HKD 1,975,298 -0.3% | HKD 0.660193 -0.3% | |
| 3059.TW (ALTEK CORP) | 1,298,094 | TWD 1,797,106 -0.4% | TWD 1.38442 -0.4% | |
| TNXT.MI (Tinexta Spa) | 103,696 | EUR 1,776,283 0.0% | EUR 17.1297 0.0% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 528,000 | TWD 1,616,721 -0.2% | TWD 3.06197 -0.2% | |
| 3962.T (CHANGE Holdings,Inc.) | 200,900 | JPY 1,453,484 1.2% | JPY 7.23486 1.2% | |
| 050890.KQ (SOLiD, Inc.) | 255,136 | KRW 1,302,874 2.7% | KRW 5.10659 2.7% | |
| OVH.PA (OVH Groupe SAS) | 128,965 | EUR 1,267,708 -0.1% | EUR 9.82986 -0.1% | |
| 2332.TW (D-LINK CORP) | 2,470,000 | TWD 1,251,330 0.8% | TWD 0.506611 0.8% | |
| 3844.T (Comture Corporation) | 117,200 | JPY 1,222,695 1.2% | JPY 10.4326 1.2% | |
| 053800.KQ (AhnLab, Inc.) | 25,356 | KRW 1,037,930 0.8% | KRW 40.9343 0.8% | |
| UIS (Unisys Corporation) | 323,716 | USD 867,559 1.5% | USD 2.68 1.5% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 448,005 | USD 89,730,921 | USD 200.29 | |
| MDB (MongoDB) | 152,419 | USD 49,729,747 | USD 326.27 | |
| 6701.T (NEC Corporation) | 1,199,500 | JPY 45,957,237 -0.3% | JPY 38.3137 -0.3% | |
| ANET (Arista Networks) | 346,355 | USD 44,212,216 | USD 127.65 | |
| IDCC (InterDigital Inc) | 121,291 | USD 43,651,418 | USD 359.89 | |
| DDOG (Datadog Inc) | 270,804 | USD 42,895,354 | USD 158.4 | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,235,000 | TWD 40,601,660 3.1% | TWD 32.8758 3.1% | |
| CSCO (Cisco Systems Inc) | 496,828 | USD 37,793,706 | USD 76.07 | |
| AKAM (Akamai Technologies Inc) | 415,571 | USD 37,172,826 | USD 89.45 | |
| 6702.T (Fujitsu Limited) | 1,349,300 | JPY 36,495,796 0.8% | JPY 27.0479 0.8% | |
| CRWD (Crowdstrike Holdings Inc) | 69,515 | USD 34,864,553 | USD 501.54 | |
| 3626.T (TIS Inc.) | 1,017,200 | JPY 34,027,053 0.4% | JPY 33.4517 0.4% | |
| PANW (Palo Alto Networks Inc) | 165,930 | USD 30,755,126 | USD 185.35 | |
| WIPRO.BO (Wipro Ltd.) | 10,903,367 | INR 30,468,262 -0.3% | INR 2.79439 -0.3% | |
| 9735.T (SECOM CO., LTD.) | 877,600 | JPY 30,098,286 -1.4% | JPY 34.2961 -1.4% | |
| CFLT (Confluent Inc) | 1,341,473 | USD 29,284,356 | USD 21.83 | |
| DLR (Digital Realty Trust Inc) | 182,640 | USD 29,023,322 | USD 158.91 | |
| DOCU (DocuSign Inc) | 420,281 | USD 28,944,752 | USD 68.87 | |
| ZS (Zscaler Inc) | 109,143 | USD 27,500,762 | USD 251.97 | |
| MIR (Mirion Technologies Inc) | 1,053,301 | USD 27,227,831 | USD 25.85 | |
| EQIX (Equinix Inc) | 35,768 | USD 26,840,665 | USD 750.41 | |
| BAH (Booz Allen Hamilton Holding) | 321,520 | USD 26,766,540 | USD 83.25 | |
| DT (Dynatrace Holdings LLC) | 600,697 | USD 26,532,786 | USD 44.17 | |
| FFIV (F5 Networks Inc) | 110,662 | USD 26,361,902 | USD 238.22 | |
| CHKP (Check Point Software Technologies Ltd) | 140,990 | USD 25,990,097 | USD 184.34 | |
| OKTA (Okta Inc) | 321,364 | USD 25,889,084 | USD 80.56 | |
| FTNT (Fortinet Inc) | 318,961 | USD 25,692,309 | USD 80.55 | |
| RBRK (Rubrik, Inc.) | 371,560 | USD 25,329,245 | USD 68.17 | |
| ACN (Accenture plc) | 100,986 | USD 25,029,380 | USD 247.85 | |
| QLYS (Qualys Inc) | 169,686 | USD 24,032,628 | USD 141.63 | |
| S (SentinelOne Inc) | 1,480,087 | USD 23,592,587 | USD 15.94 | |
| PI (Impinj Inc) | 135,383 | USD 23,395,536 | USD 172.81 | |
| 4768.T (Otsuka Corporation) | 1,181,000 | JPY 23,383,520 -0.9% | JPY 19.7998 -0.9% | |
| BCO (Brinks Company) | 196,189 | USD 21,918,235 | USD 111.72 | |
| 4704.T (Trend Micro Incorporated) | 431,200 | JPY 21,513,795 0.4% | JPY 49.8928 0.4% | |
| CVLT (CommVault Systems Inc) | 173,009 | USD 21,325,089 | USD 123.26 | |
| OSIS (OSI Systems Inc) | 78,525 | USD 21,324,249 | USD 271.56 | |
| NTNX (Nutanix Inc) | 433,091 | USD 20,935,619 | USD 48.34 | |
| KD (Kyndryl Holdings Inc) | 803,485 | USD 20,440,658 | USD 25.44 | |
| BOX (Box Inc) | 676,434 | USD 20,076,561 | USD 29.68 | |
| UI (Ubiquiti Networks Inc) | 29,582 | USD 17,007,283 | USD 574.92 | |
| VRNS (Varonis Systems) | 521,669 | USD 16,875,992 | USD 32.35 | |
| CALX (Calix Inc) | 271,247 | USD 15,135,583 | USD 55.8 | |
| TENB (Tenable Holdings Inc) | 571,782 | USD 15,020,713 | USD 26.27 | |
| 763.HK (ZTE CORP H) | 3,537,800 | HKD 14,352,204 2.0% | HKD 4.05682 2.0% | |
| ADT (ADT Inc) | 1,732,670 | USD 14,138,587 | USD 8.16 | |
| ALRM (Alarm.com Holdings Inc) | 222,041 | USD 11,481,740 | USD 51.71 | |
| DXC (DXC Technology Co) | 852,090 | USD 11,170,900 | USD 13.11 | |
| EXTR (Extreme Networks Inc) | 624,472 | USD 10,915,771 | USD 17.48 | |
| BB.TO (BlackBerry Ltd) | 2,529,805 | CAD 10,294,093 -0.2% | CAD 4.06913 -0.2% | |
| ASGN (ASGN Inc) | 203,196 | USD 9,200,715 | USD 45.28 | |
| NTCT (NetScout Systems Inc) | 330,905 | USD 8,845,091 | USD 26.73 | |
| FSLY (Fastly Inc) | 636,249 | USD 7,558,638 | USD 11.88 | |
| AVPT (Avepoint Inc) | 580,219 | USD 7,479,023 | USD 12.89 | |
| DGII (Digi International Inc) | 172,819 | USD 7,320,613 | USD 42.36 | |
| ARLO (Arlo Technologies) | 479,692 | USD 6,888,377 | USD 14.36 | |
| NSSC (NAPCO Security Technologies Inc) | 167,161 | USD 6,813,482 | USD 40.76 | |
| ATEN (A10 Network) | 335,433 | USD 5,695,652 | USD 16.98 | |
| 9917.TW (TAIWAN SECOM LTD) | 1,513,000 | TWD 5,215,576 -0.5% | TWD 3.44718 -0.5% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 410,600 | JPY 5,048,608 2.0% | JPY 12.2957 2.0% | |
| 489790.KQ (HANWHA VISION LTD) | 155,647 | KRW 4,670,048 -0.8% | KRW 30.0041 -0.8% | |
| RPD (Rapid7 Inc) | 298,481 | USD 4,629,440 | USD 15.51 | |
| 6214.TW (SYSTEX CORP) | 1,132,000 | TWD 4,408,043 0.0% | TWD 3.89403 0.0% | |
| 012750.KS (S-1 CORP) | 84,050 | KRW 4,314,965 -1.8% | KRW 51.3381 -1.8% | |
| 022100.KS (POSCO DX COMPANY LTD) | 239,751 | KRW 4,100,056 -0.7% | KRW 17.1013 -0.7% | |
| TMV.DE (TeamViewer SE) | 615,962 | EUR 4,056,526 0.6% | EUR 6.58568 0.6% | |
| 5388.TW (SERCOMM CORP) | 1,410,000 | TWD 3,748,899 0.1% | TWD 2.65879 0.1% | |
| NTGR (NETGEAR Inc) | 135,980 | USD 3,531,401 | USD 25.97 | |
| 3076.T (Ai Holdings Corporation) | 174,600 | JPY 3,068,331 0.2% | JPY 17.5735 0.2% | |
| ADTN (ADTRAN Inc) | 379,217 | USD 3,026,152 | USD 7.98 | |
| 4722.T (Future Corporation) | 225,000 | JPY 3,022,743 1.7% | JPY 13.4344 1.7% | |
| NCC.L (NCC Group plc) | 1,419,219 | GBP 2,790,610 1.7% | GBP 1.9663 1.7% | |
| GDYN (Grid Dynamics Holdings Inc) | 305,580 | USD 2,649,379 | USD 8.67 | |
| 3762.T (TechMatrix Corporation) | 183,000 | JPY 2,539,276 0.1% | JPY 13.8758 0.1% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,204,500 | MYR 2,486,198 3.7% | MYR 1.12778 3.7% | |
| 4432.T (WingArc1st Inc.) | 109,700 | JPY 2,473,803 -0.2% | JPY 22.5506 -0.2% | |
| 2326.T (Digital Arts Inc.) | 54,000 | JPY 2,459,649 0.4% | JPY 45.5491 0.4% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,281,224 | USD 12.19 | |
| TEJASNET.BO (Tejas Networks Limited) | 387,150 | INR 2,183,984 4.6% | INR 5.64118 4.6% | |
| 6588.T (Toshiba Tec Corporation) | 120,200 | JPY 2,173,081 0.8% | JPY 18.0789 0.8% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 2,992,000 | HKD 1,980,693 0.0% | HKD 0.661996 0.0% | |
| 3059.TW (ALTEK CORP) | 1,298,094 | TWD 1,804,405 -1.1% | TWD 1.39004 -1.1% | |
| TNXT.MI (Tinexta Spa) | 103,696 | EUR 1,775,802 0.2% | EUR 17.1251 0.2% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 528,000 | TWD 1,619,560 0.8% | TWD 3.06735 0.8% | |
| 3962.T (CHANGE Holdings,Inc.) | 200,900 | JPY 1,436,882 0.6% | JPY 7.15223 0.6% | |
| OVH.PA (OVH Groupe SAS) | 128,965 | EUR 1,268,749 0.0% | EUR 9.83793 0.0% | |
| 050890.KQ (SOLiD, Inc.) | 255,136 | KRW 1,268,016 -0.9% | KRW 4.96996 -0.9% | |
| 2332.TW (D-LINK CORP) | 2,470,000 | TWD 1,241,701 1.0% | TWD 0.502713 1.0% | |
| 3844.T (Comture Corporation) | 117,200 | JPY 1,208,626 0.7% | JPY 10.3125 0.7% | |
| 053800.KQ (AhnLab, Inc.) | 25,356 | KRW 1,029,958 -0.6% | KRW 40.6199 -0.6% | |
| UIS (Unisys Corporation) | 323,716 | USD 854,610 | USD 2.64 | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 448,005 | USD 89,730,921 2.1% | USD 200.29 2.1% | |
| MDB (MongoDB) | 152,419 | USD 49,729,747 -1.7% | USD 326.27 -1.7% | |
| 6701.T (NEC Corporation) | 1,199,500 | JPY 46,078,284 -0.3% | JPY 38.4146 -0.3% | |
| ANET (Arista Networks) | 346,355 | USD 44,212,216 2.1% | USD 127.65 2.1% | |
| IDCC (InterDigital Inc) | 121,291 | USD 43,651,418 0.6% | USD 359.89 0.6% | |
| DDOG (Datadog Inc) | 270,804 | USD 42,895,354 -0.4% | USD 158.4 -0.4% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,235,000 | TWD 39,376,526 3.9% | TWD 31.8838 3.9% | |
| CSCO (Cisco Systems Inc) | 496,828 | USD 37,793,706 -0.3% | USD 76.07 -0.3% | |
| AKAM (Akamai Technologies Inc) | 415,571 | USD 37,172,826 -1.4% | USD 89.45 -1.4% | |
| 6702.T (Fujitsu Limited) | 1,349,300 | JPY 36,219,982 1.6% | JPY 26.8435 1.6% | |
| CRWD (Crowdstrike Holdings Inc) | 69,515 | USD 34,864,553 -2.1% | USD 501.54 -2.1% | |
| 3626.T (TIS Inc.) | 1,017,200 | JPY 33,905,583 1.4% | JPY 33.3323 1.4% | |
| PANW (Palo Alto Networks Inc) | 165,930 | USD 30,755,126 -0.5% | USD 185.35 -0.5% | |
| WIPRO.BO (Wipro Ltd.) | 10,903,367 | INR 30,558,436 1.8% | INR 2.80266 1.8% | |
| 9735.T (SECOM CO., LTD.) | 877,600 | JPY 30,520,339 0.0% | JPY 34.7771 0.0% | |
| CFLT (Confluent Inc) | 1,341,473 | USD 29,284,356 | USD 21.83 | |
| DLR (Digital Realty Trust Inc) | 182,640 | USD 29,023,322 1.0% | USD 158.91 1.0% | |
| DOCU (DocuSign Inc) | 420,281 | USD 28,944,752 1.3% | USD 68.87 1.3% | |
| ZS (Zscaler Inc) | 109,143 | USD 27,500,762 -13.0% | USD 251.97 -13.0% | |
| MIR (Mirion Technologies Inc) | 1,053,301 | USD 27,227,831 1.7% | USD 25.85 1.7% | |
| EQIX (Equinix Inc) | 35,768 | USD 26,840,665 0.3% | USD 750.41 0.3% | |
| BAH (Booz Allen Hamilton Holding) | 321,520 | USD 26,766,540 -0.5% | USD 83.25 -0.5% | |
| DT (Dynatrace Holdings LLC) | 600,697 | USD 26,532,786 -1.0% | USD 44.17 -1.0% | |
| FFIV (F5 Networks Inc) | 110,662 | USD 26,361,902 -0.7% | USD 238.22 -0.7% | |
| CHKP (Check Point Software Technologies Ltd) | 140,990 | USD 25,990,097 -0.8% | USD 184.34 -0.8% | |
| OKTA (Okta Inc) | 321,364 | USD 25,889,084 -0.7% | USD 80.56 -0.7% | |
| FTNT (Fortinet Inc) | 318,961 | USD 25,692,309 -0.4% | USD 80.55 -0.4% | |
| RBRK (Rubrik, Inc.) | 371,560 | USD 25,329,245 -1.0% | USD 68.17 -1.0% | |
| ACN (Accenture plc) | 100,986 | USD 25,029,380 -0.6% | USD 247.85 -0.6% | |
| QLYS (Qualys Inc) | 169,686 | USD 24,032,628 -0.1% | USD 141.63 -0.1% | |
| 4768.T (Otsuka Corporation) | 1,181,000 | JPY 23,593,575 0.1% | JPY 19.9776 0.1% | |
| S (SentinelOne Inc) | 1,480,087 | USD 23,592,587 -1.8% | USD 15.94 -1.8% | |
| PI (Impinj Inc) | 135,383 | USD 23,395,536 4.5% | USD 172.81 4.5% | |
| BCO (Brinks Company) | 196,189 | USD 21,918,235 -0.8% | USD 111.72 -0.8% | |
| 4704.T (Trend Micro Incorporated) | 431,200 | JPY 21,424,238 -0.8% | JPY 49.6852 -0.8% | |
| CVLT (CommVault Systems Inc) | 173,009 | USD 21,325,089 -0.6% | USD 123.26 -0.6% | |
| OSIS (OSI Systems Inc) | 78,525 | USD 21,324,249 1.6% | USD 271.56 1.6% | |
| NTNX (Nutanix Inc) | 433,091 | USD 20,935,619 -17.7% | USD 48.34 -17.7% | |
| KD (Kyndryl Holdings Inc) | 803,485 | USD 20,440,658 1.3% | USD 25.44 1.3% | |
| BOX (Box Inc) | 676,434 | USD 20,076,561 -1.1% | USD 29.68 -1.1% | |
| UI (Ubiquiti Networks Inc) | 29,582 | USD 17,007,283 0.7% | USD 574.92 0.7% | |
| VRNS (Varonis Systems) | 521,669 | USD 16,875,992 -0.4% | USD 32.35 -0.4% | |
| CALX (Calix Inc) | 271,247 | USD 15,135,583 -0.2% | USD 55.8 -0.2% | |
| TENB (Tenable Holdings Inc) | 571,782 | USD 15,020,713 -1.0% | USD 26.27 -1.0% | |
| ADT (ADT Inc) | 1,732,670 | USD 14,138,587 1.1% | USD 8.16 1.1% | |
| 763.HK (ZTE CORP H) | 3,537,800 | HKD 14,072,604 3.3% | HKD 3.97778 3.3% | |
| ALRM (Alarm.com Holdings Inc) | 222,041 | USD 11,481,740 -1.5% | USD 51.71 -1.5% | |
| DXC (DXC Technology Co) | 852,090 | USD 11,170,900 0.4% | USD 13.11 0.4% | |
| EXTR (Extreme Networks Inc) | 624,472 | USD 10,915,771 0.1% | USD 17.48 0.1% | |
| BB.TO (BlackBerry Ltd) | 2,529,805 | CAD 10,312,512 1.8% | CAD 4.07641 1.8% | |
| ASGN (ASGN Inc) | 203,196 | USD 9,200,715 -0.7% | USD 45.28 -0.7% | |
| NTCT (NetScout Systems Inc) | 330,905 | USD 8,845,091 -0.4% | USD 26.73 -0.4% | |
| FSLY (Fastly Inc) | 636,249 | USD 7,558,638 -3.7% | USD 11.88 -3.7% | |
| AVPT (Avepoint Inc) | 580,219 | USD 7,479,023 -0.5% | USD 12.89 -0.5% | |
| DGII (Digi International Inc) | 172,819 | USD 7,320,613 1.2% | USD 42.36 1.2% | |
| ARLO (Arlo Technologies) | 479,692 | USD 6,888,377 1.8% | USD 14.36 1.8% | |
| NSSC (NAPCO Security Technologies Inc) | 167,161 | USD 6,813,482 0.5% | USD 40.76 0.5% | |
| ATEN (A10 Network) | 335,433 | USD 5,695,652 -0.5% | USD 16.98 -0.5% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,513,000 | TWD 5,239,304 1.8% | TWD 3.46286 1.8% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 410,600 | JPY 4,950,562 1.1% | JPY 12.0569 1.1% | |
| 489790.KQ (HANWHA VISION LTD) | 155,647 | KRW 4,709,657 0.4% | KRW 30.2586 0.4% | |
| RPD (Rapid7 Inc) | 298,481 | USD 4,629,440 1.2% | USD 15.51 1.2% | |
| 6214.TW (SYSTEX CORP) | 1,132,000 | TWD 4,407,692 1.6% | TWD 3.89372 1.6% | |
| 012750.KS (S-1 CORP) | 84,050 | KRW 4,392,597 3.4% | KRW 52.2617 3.4% | |
| 022100.KS (POSCO DX COMPANY LTD) | 239,751 | KRW 4,130,254 7.5% | KRW 17.2273 7.5% | |
| TMV.DE (TeamViewer SE) | 615,962 | EUR 4,033,535 1.9% | EUR 6.54835 1.9% | |
| 5388.TW (SERCOMM CORP) | 1,410,000 | TWD 3,744,100 2.8% | TWD 2.65539 2.8% | |
| NTGR (NETGEAR Inc) | 135,980 | USD 3,531,401 1.8% | USD 25.97 1.8% | |
| 3076.T (Ai Holdings Corporation) | 174,600 | JPY 3,062,825 1.3% | JPY 17.542 1.3% | |
| ADTN (ADTRAN Inc) | 379,217 | USD 3,026,152 3.6% | USD 7.98 3.6% | |
| 4722.T (Future Corporation) | 225,000 | JPY 2,971,712 1.3% | JPY 13.2076 1.3% | |
| NCC.L (NCC Group plc) | 1,419,219 | GBP 2,744,572 0.1% | GBP 1.93386 0.1% | |
| GDYN (Grid Dynamics Holdings Inc) | 305,580 | USD 2,649,379 -0.8% | USD 8.67 -0.8% | |
| 3762.T (TechMatrix Corporation) | 183,000 | JPY 2,536,321 -0.3% | JPY 13.8597 -0.3% | |
| 4432.T (WingArc1st Inc.) | 109,700 | JPY 2,479,076 -0.3% | JPY 22.5987 -0.3% | |
| 2326.T (Digital Arts Inc.) | 54,000 | JPY 2,451,015 1.3% | JPY 45.3892 1.3% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,204,500 | MYR 2,398,513 1.3% | MYR 1.08801 1.3% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,281,224 -0.2% | USD 12.19 -0.2% | |
| 6588.T (Toshiba Tec Corporation) | 120,200 | JPY 2,155,416 2.3% | JPY 17.9319 2.3% | |
| TEJASNET.BO (Tejas Networks Limited) | 387,150 | INR 2,088,002 0.9% | INR 5.39326 0.9% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 2,992,000 | HKD 1,981,024 2.2% | HKD 0.662107 2.2% | |
| 3059.TW (ALTEK CORP) | 1,298,094 | TWD 1,824,975 3.9% | TWD 1.40589 3.9% | |
| TNXT.MI (Tinexta Spa) | 103,696 | EUR 1,772,709 0.3% | EUR 17.0952 0.3% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 528,000 | TWD 1,605,949 1.1% | TWD 3.04157 1.1% | |
| 3962.T (CHANGE Holdings,Inc.) | 200,900 | JPY 1,428,166 1.1% | JPY 7.10884 1.1% | |
| 050890.KQ (SOLiD, Inc.) | 255,136 | KRW 1,279,423 3.0% | KRW 5.01467 3.0% | |
| OVH.PA (OVH Groupe SAS) | 128,965 | EUR 1,269,004 7.0% | EUR 9.83991 7.0% | |
| 2332.TW (D-LINK CORP) | 2,470,000 | TWD 1,229,777 3.0% | TWD 0.497885 3.0% | |
| 3844.T (Comture Corporation) | 117,200 | JPY 1,200,284 0.9% | JPY 10.2413 0.9% | |
| 053800.KQ (AhnLab, Inc.) | 25,356 | KRW 1,036,245 0.0% | KRW 40.8678 0.0% | |
| UIS (Unisys Corporation) | 323,716 | USD 854,610 3.9% | USD 2.64 3.9% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 448,005 -0.9% | USD 87,916,501 -0.1% | USD 196.24 0.8% | |
| MDB (MongoDB) | 152,419 -0.9% | USD 50,565,003 -0.5% | USD 331.75 0.3% | |
| 6701.T (NEC Corporation) | 1,199,500 -0.9% | JPY 46,227,088 -1.4% | JPY 38.5386 -0.5% | |
| IDCC (InterDigital Inc) | 121,291 -0.9% | USD 43,370,023 2.5% | USD 357.57 3.5% | |
| ANET (Arista Networks) | 346,355 -0.9% | USD 43,308,229 1.5% | USD 125.04 2.3% | |
| DDOG (Datadog Inc) | 270,804 -0.9% | USD 43,055,128 -0.5% | USD 158.99 0.3% | |
| CSCO (Cisco Systems Inc) | 496,828 -0.9% | USD 37,917,913 -0.8% | USD 76.32 0.1% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,235,000 -0.8% | TWD 37,902,110 1.4% | TWD 30.69 2.2% | |
| AKAM (Akamai Technologies Inc) | 415,571 -0.9% | USD 37,696,445 1.8% | USD 90.71 2.7% | |
| 6702.T (Fujitsu Limited) | 1,349,300 -0.9% | JPY 35,634,550 -0.6% | JPY 26.4097 0.3% | |
| CRWD (Crowdstrike Holdings Inc) | 69,515 -0.9% | USD 35,615,315 0.2% | USD 512.34 1.1% | |
| 3626.T (TIS Inc.) | 1,017,200 -0.9% | JPY 33,423,542 -2.3% | JPY 32.8584 -1.4% | |
| ZS (Zscaler Inc) | 109,143 -0.9% | USD 31,622,001 2.4% | USD 289.73 3.3% | |
| PANW (Palo Alto Networks Inc) | 165,930 -0.9% | USD 30,907,781 0.4% | USD 186.27 1.3% | |
| 9735.T (SECOM CO., LTD.) | 877,600 -0.9% | JPY 30,516,909 -1.4% | JPY 34.7731 -0.5% | |
| WIPRO.BO (Wipro Ltd.) | 10,903,367 -0.9% | INR 30,019,088 -1.5% | INR 2.75319 -0.6% | |
| CFLT (Confluent Inc) | 1,341,473 -0.9% | USD 29,284,356 2.7% | USD 21.83 3.7% | |
| DLR (Digital Realty Trust Inc) | 182,640 -0.9% | USD 28,742,057 -1.9% | USD 157.37 -1.0% | |
| DOCU (DocuSign Inc) | 420,281 -0.9% | USD 28,562,297 2.2% | USD 67.96 3.1% | |
| BAH (Booz Allen Hamilton Holding) | 321,520 -0.9% | USD 26,895,148 2.7% | USD 83.65 3.6% | |
| DT (Dynatrace Holdings LLC) | 600,697 -0.9% | USD 26,797,093 0.8% | USD 44.61 1.7% | |
| MIR (Mirion Technologies Inc) | 1,053,301 -0.9% | USD 26,774,911 1.1% | USD 25.42 2.0% | |
| EQIX (Equinix Inc) | 35,768 -0.9% | USD 26,759,829 -2.5% | USD 748.15 -1.6% | |
| FFIV (F5 Networks Inc) | 110,662 -0.9% | USD 26,559,987 0.7% | USD 240.01 1.6% | |
| CHKP (Check Point Software Technologies Ltd) | 140,990 -0.9% | USD 26,210,041 0.4% | USD 185.9 1.3% | |
| OKTA (Okta Inc) | 321,364 -0.9% | USD 26,081,902 1.6% | USD 81.16 2.5% | |
| FTNT (Fortinet Inc) | 318,961 -0.9% | USD 25,794,376 0.5% | USD 80.87 1.4% | |
| RBRK (Rubrik, Inc.) | 371,560 -0.9% | USD 25,596,768 1.3% | USD 68.89 2.2% | |
| NTNX (Nutanix Inc) | 433,091 -0.9% | USD 25,452,758 -0.1% | USD 58.77 0.8% | |
| ACN (Accenture plc) | 100,986 -0.9% | USD 25,168,741 1.4% | USD 249.23 2.3% | |
| QLYS (Qualys Inc) | 169,686 -0.9% | USD 24,059,778 0.0% | USD 141.79 0.9% | |
| S (SentinelOne Inc) | 1,480,087 -0.9% | USD 24,021,812 2.8% | USD 16.23 3.7% | |
| 4768.T (Otsuka Corporation) | 1,181,000 -0.9% | JPY 23,566,303 -0.3% | JPY 19.9545 0.5% | |
| PI (Impinj Inc) | 135,383 -0.9% | USD 22,390,994 4.1% | USD 165.39 5.0% | |
| BCO (Brinks Company) | 196,189 -0.9% | USD 22,090,881 0.5% | USD 112.6 1.4% | |
| 4704.T (Trend Micro Incorporated) | 431,200 -0.9% | JPY 21,593,827 -1.6% | JPY 50.0784 -0.7% | |
| CVLT (CommVault Systems Inc) | 173,009 -0.9% | USD 21,446,196 2.3% | USD 123.96 3.2% | |
| OSIS (OSI Systems Inc) | 78,525 -0.9% | USD 20,991,303 3.4% | USD 267.32 4.3% | |
| BOX (Box Inc) | 676,434 -0.9% | USD 20,293,020 -1.0% | USD 30 -0.2% | |
| KD (Kyndryl Holdings Inc) | 803,485 -0.9% | USD 20,175,508 2.1% | USD 25.11 3.0% | |
| VRNS (Varonis Systems) | 521,669 -0.9% | USD 16,938,592 2.3% | USD 32.47 3.2% | |
| UI (Ubiquiti Networks Inc) | 29,582 -0.9% | USD 16,885,701 1.7% | USD 570.81 2.6% | |
| TENB (Tenable Holdings Inc) | 571,782 -0.9% | USD 15,169,376 2.4% | USD 26.53 3.3% | |
| CALX (Calix Inc) | 271,247 -0.9% | USD 15,168,132 1.6% | USD 55.92 2.5% | |
| ADT (ADT Inc) | 1,732,670 -0.9% | USD 13,982,647 1.4% | USD 8.07 2.3% | |
| 763.HK (ZTE CORP H) | 3,537,800 -0.9% | HKD 13,628,268 2.8% | HKD 3.85219 3.7% | |
| ALRM (Alarm.com Holdings Inc) | 222,041 -0.9% | USD 11,654,932 -1.1% | USD 52.49 -0.3% | |
| DXC (DXC Technology Co) | 852,090 -0.9% | USD 11,128,295 1.4% | USD 13.06 2.3% | |
| EXTR (Extreme Networks Inc) | 624,472 -0.9% | USD 10,909,526 1.4% | USD 17.47 2.3% | |
| BB.TO (BlackBerry Ltd) | 2,529,805 -0.9% | CAD 10,132,491 -4.4% | CAD 4.00525 -3.5% | |
| ASGN (ASGN Inc) | 203,196 -0.9% | USD 9,265,738 1.4% | USD 45.6 2.3% | |
| NTCT (NetScout Systems Inc) | 330,905 -0.9% | USD 8,881,490 0.8% | USD 26.84 1.7% | |
| FSLY (Fastly Inc) | 636,249 -0.9% | USD 7,851,313 5.3% | USD 12.34 6.2% | |
| AVPT (Avepoint Inc) | 580,219 -0.9% | USD 7,513,836 1.9% | USD 12.95 2.8% | |
| DGII (Digi International Inc) | 172,819 -0.9% | USD 7,230,747 1.4% | USD 41.84 2.3% | |
| NSSC (NAPCO Security Technologies Inc) | 167,161 -0.9% | USD 6,776,707 3.6% | USD 40.54 4.5% | |
| ARLO (Arlo Technologies) | 479,692 -0.9% | USD 6,763,657 2.9% | USD 14.1 3.8% | |
| ATEN (A10 Network) | 335,433 -0.9% | USD 5,725,841 0.5% | USD 17.07 1.4% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,513,000 -0.9% | TWD 5,148,632 -1.4% | TWD 3.40293 -0.5% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 410,600 -0.9% | JPY 4,896,015 1.1% | JPY 11.9241 2.0% | |
| 489790.KQ (HANWHA VISION LTD) | 155,647 -0.9% | KRW 4,693,034 -3.3% | KRW 30.1518 -2.5% | |
| RPD (Rapid7 Inc) | 298,481 -0.9% | USD 4,575,714 7.0% | USD 15.33 8.0% | |
| 6214.TW (SYSTEX CORP) | 1,132,000 -0.9% | TWD 4,338,130 -0.9% | TWD 3.83227 0.0% | |
| 012750.KS (S-1 CORP) | 84,050 -0.9% | KRW 4,246,593 -0.2% | KRW 50.5246 0.7% | |
| TMV.DE (TeamViewer SE) | 615,962 -0.9% | EUR 3,959,866 0.5% | EUR 6.42875 1.4% | |
| 022100.KS (POSCO DX COMPANY LTD) | 239,751 -0.9% | KRW 3,842,398 -1.4% | KRW 16.0266 -0.6% | |
| 5388.TW (SERCOMM CORP) | 1,410,000 -0.8% | TWD 3,641,198 -1.6% | TWD 2.58241 -0.8% | |
| NTGR (NETGEAR Inc) | 135,980 -0.9% | USD 3,467,490 -0.4% | USD 25.5 0.5% | |
| 3076.T (Ai Holdings Corporation) | 174,600 -0.9% | JPY 3,024,514 -0.3% | JPY 17.3225 0.6% | |
| 4722.T (Future Corporation) | 225,000 -0.9% | JPY 2,932,183 -2.7% | JPY 13.0319 -1.8% | |
| ADTN (ADTRAN Inc) | 379,217 -0.9% | USD 2,919,971 3.8% | USD 7.7 4.8% | |
| NCC.L (NCC Group plc) | 1,419,219 -0.9% | GBP 2,741,470 -2.5% | GBP 1.93168 -1.7% | |
| GDYN (Grid Dynamics Holdings Inc) | 305,580 -0.9% | USD 2,670,769 3.4% | USD 8.74 4.3% | |
| 3762.T (TechMatrix Corporation) | 183,000 -0.9% | JPY 2,543,050 -1.0% | JPY 13.8964 -0.1% | |
| 4432.T (WingArc1st Inc.) | 109,700 -0.9% | JPY 2,486,875 0.4% | JPY 22.6698 1.3% | |
| 2326.T (Digital Arts Inc.) | 54,000 -0.7% | JPY 2,420,672 -3.2% | JPY 44.8273 -2.5% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,204,500 -0.9% | MYR 2,367,391 -1.1% | MYR 1.07389 -0.3% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,286,839 1.2% | USD 12.22 1.2% | |
| 6588.T (Toshiba Tec Corporation) | 120,200 -0.8% | JPY 2,106,031 1.0% | JPY 17.5211 1.8% | |
| TEJASNET.BO (Tejas Networks Limited) | 387,150 -0.9% | INR 2,068,532 -2.3% | INR 5.34297 -1.5% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 2,992,000 -0.9% | HKD 1,938,910 -0.8% | HKD 0.648031 0.0% | |
| TNXT.MI (Tinexta Spa) | 103,696 -0.9% | EUR 1,767,304 -0.6% | EUR 17.0431 0.3% | |
| 3059.TW (ALTEK CORP) | 1,298,094 -0.9% | TWD 1,756,608 0.7% | TWD 1.35322 1.6% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 528,000 -0.8% | TWD 1,588,525 0.9% | TWD 3.00857 1.7% | |
| 3962.T (CHANGE Holdings,Inc.) | 200,900 -0.9% | JPY 1,412,623 -0.9% | JPY 7.03147 0.0% | |
| 050890.KQ (SOLiD, Inc.) | 255,136 -0.9% | KRW 1,242,284 2.3% | KRW 4.86911 3.2% | |
| 2332.TW (D-LINK CORP) | 2,470,000 -0.9% | TWD 1,194,015 1.8% | TWD 0.483407 2.7% | |
| 3844.T (Comture Corporation) | 117,200 -0.8% | JPY 1,189,600 -1.2% | JPY 10.1502 -0.3% | |
| OVH.PA (OVH Groupe SAS) | 128,965 -0.9% | EUR 1,185,470 4.7% | EUR 9.19218 5.7% | |
| 053800.KQ (AhnLab, Inc.) | 25,356 -0.9% | KRW 1,036,590 -0.9% | KRW 40.8814 -0.1% | |
| UIS (Unisys Corporation) | 323,716 -0.9% | USD 822,239 0.7% | USD 2.54 1.6% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 451,963 | USD 87,997,196 9.2% | USD 194.7 9.2% | |
| MDB (MongoDB) | 153,765 | USD 50,839,322 2.9% | USD 330.63 2.9% | |
| 6701.T (NEC Corporation) | 1,210,100 | JPY 46,877,435 -0.2% | JPY 38.7385 -0.2% | |
| DDOG (Datadog Inc) | 273,196 | USD 43,285,174 0.6% | USD 158.44 0.6% | |
| ANET (Arista Networks) | 349,415 | USD 42,688,031 4.0% | USD 122.17 4.0% | |
| IDCC (InterDigital Inc) | 122,363 | USD 42,293,547 5.5% | USD 345.64 5.5% | |
| CSCO (Cisco Systems Inc) | 501,216 | USD 38,212,708 0.2% | USD 76.24 0.2% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,245,000 | TWD 37,393,573 4.1% | TWD 30.035 4.1% | |
| AKAM (Akamai Technologies Inc) | 419,241 | USD 37,035,750 -0.8% | USD 88.34 -0.8% | |
| 6702.T (Fujitsu Limited) | 1,361,300 | JPY 35,848,131 -0.2% | JPY 26.3337 -0.2% | |
| CRWD (Crowdstrike Holdings Inc) | 70,129 | USD 35,542,780 3.3% | USD 506.82 3.3% | |
| 3626.T (TIS Inc.) | 1,026,200 | JPY 34,203,394 -0.2% | JPY 33.3301 -0.2% | |
| 9735.T (SECOM CO., LTD.) | 885,400 | JPY 30,939,166 -0.2% | JPY 34.9437 -0.2% | |
| ZS (Zscaler Inc) | 110,107 | USD 30,868,497 1.9% | USD 280.35 1.9% | |
| PANW (Palo Alto Networks Inc) | 167,396 | USD 30,782,450 0.5% | USD 183.89 0.5% | |
| WIPRO.BO (Wipro Ltd.) | 10,999,681 | INR 30,477,532 1.4% | INR 2.77077 1.4% | |
| DLR (Digital Realty Trust Inc) | 184,254 | USD 29,298,229 1.2% | USD 159.01 1.2% | |
| CFLT (Confluent Inc) | 1,353,323 | USD 28,500,982 1.6% | USD 21.06 1.6% | |
| DOCU (DocuSign Inc) | 423,993 | USD 27,953,858 0.8% | USD 65.93 0.8% | |
| EQIX (Equinix Inc) | 36,084 | USD 27,446,212 0.8% | USD 760.62 0.8% | |
| DT (Dynatrace Holdings LLC) | 606,003 | USD 26,585,352 0.7% | USD 43.87 0.7% | |
| MIR (Mirion Technologies Inc) | 1,062,605 | USD 26,490,743 4.7% | USD 24.93 4.7% | |
| FFIV (F5 Networks Inc) | 111,640 | USD 26,362,670 0.8% | USD 236.14 0.8% | |
| BAH (Booz Allen Hamilton Holding) | 324,360 | USD 26,195,314 0.0% | USD 80.76 0.0% | |
| CHKP (Check Point Software Technologies Ltd) | 142,236 | USD 26,107,418 -1.9% | USD 183.55 -1.9% | |
| FTNT (Fortinet Inc) | 321,779 | USD 25,668,311 1.2% | USD 79.77 1.2% | |
| OKTA (Okta Inc) | 324,202 | USD 25,660,588 0.6% | USD 79.15 0.6% | |
| NTNX (Nutanix Inc) | 436,917 | USD 25,480,999 1.2% | USD 58.32 1.2% | |
| RBRK (Rubrik, Inc.) | 374,842 | USD 25,260,602 1.2% | USD 67.39 1.2% | |
| ACN (Accenture plc) | 101,878 | USD 24,819,518 -3.3% | USD 243.62 -3.3% | |
| QLYS (Qualys Inc) | 171,184 | USD 24,054,776 -1.8% | USD 140.52 -1.8% | |
| 4768.T (Otsuka Corporation) | 1,191,400 | JPY 23,646,397 -0.2% | JPY 19.8476 -0.2% | |
| S (SentinelOne Inc) | 1,493,161 | USD 23,367,970 -0.3% | USD 15.65 -0.3% | |
| BCO (Brinks Company) | 197,921 | USD 21,983,085 0.6% | USD 111.07 0.6% | |
| 4704.T (Trend Micro Incorporated) | 435,000 | JPY 21,944,896 -0.2% | JPY 50.448 -0.2% | |
| PI (Impinj Inc) | 136,579 | USD 21,502,998 2.5% | USD 157.44 2.5% | |
| CVLT (CommVault Systems Inc) | 174,537 | USD 20,960,148 0.3% | USD 120.09 0.3% | |
| BOX (Box Inc) | 682,410 | USD 20,506,421 -0.8% | USD 30.05 -0.8% | |
| OSIS (OSI Systems Inc) | 79,219 | USD 20,306,998 2.1% | USD 256.34 2.1% | |
| KD (Kyndryl Holdings Inc) | 810,583 | USD 19,762,014 -0.6% | USD 24.38 -0.6% | |
| UI (Ubiquiti Networks Inc) | 29,844 | USD 16,605,202 4.9% | USD 556.4 4.9% | |
| VRNS (Varonis Systems) | 526,277 | USD 16,561,937 0.4% | USD 31.47 0.4% | |
| CALX (Calix Inc) | 273,643 | USD 14,924,489 1.3% | USD 54.54 1.3% | |
| TENB (Tenable Holdings Inc) | 576,832 | USD 14,813,046 -1.5% | USD 25.68 -1.5% | |
| ADT (ADT Inc) | 1,747,976 | USD 13,791,531 -0.1% | USD 7.89 -0.1% | |
| 763.HK (ZTE CORP H) | 3,569,000 | HKD 13,255,722 1.9% | HKD 3.71413 1.9% | |
| ALRM (Alarm.com Holdings Inc) | 224,003 | USD 11,789,278 5.3% | USD 52.63 5.3% | |
| DXC (DXC Technology Co) | 859,616 | USD 10,977,296 1.4% | USD 12.77 1.4% | |
| EXTR (Extreme Networks Inc) | 629,988 | USD 10,760,195 -1.3% | USD 17.08 -1.3% | |
| BB.TO (BlackBerry Ltd) | 2,552,151 | CAD 10,596,666 -0.4% | CAD 4.15205 -0.4% | |
| ASGN (ASGN Inc) | 204,990 | USD 9,134,354 3.7% | USD 44.56 3.7% | |
| NTCT (NetScout Systems Inc) | 333,829 | USD 8,809,747 1.6% | USD 26.39 1.6% | |
| FSLY (Fastly Inc) | 641,869 | USD 7,458,518 6.5% | USD 11.62 6.5% | |
| AVPT (Avepoint Inc) | 585,345 | USD 7,375,347 -1.3% | USD 12.6 -1.3% | |
| DGII (Digi International Inc) | 174,345 | USD 7,130,711 2.2% | USD 40.9 2.2% | |
| ARLO (Arlo Technologies) | 483,930 | USD 6,571,769 2.0% | USD 13.58 2.0% | |
| NSSC (NAPCO Security Technologies Inc) | 168,637 | USD 6,539,743 0.5% | USD 38.78 0.5% | |
| ATEN (A10 Network) | 338,395 | USD 5,698,572 | USD 16.84 | |
| 9917.TW (TAIWAN SECOM LTD) | 1,527,000 | TWD 5,222,797 0.9% | TWD 3.4203 0.9% | |
| 489790.KQ (HANWHA VISION LTD) | 157,021 | KRW 4,854,237 -0.3% | KRW 30.9146 -0.3% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 414,200 | JPY 4,842,174 -0.2% | JPY 11.6904 -0.2% | |
| 6214.TW (SYSTEX CORP) | 1,142,000 | TWD 4,378,333 2.1% | TWD 3.83392 2.1% | |
| RPD (Rapid7 Inc) | 301,117 | USD 4,275,861 2.1% | USD 14.2 2.1% | |
| 012750.KS (S-1 CORP) | 84,792 | KRW 4,254,960 -0.6% | KRW 50.1811 -0.6% | |
| TMV.DE (TeamViewer SE) | 621,404 | EUR 3,940,463 2.2% | EUR 6.34123 2.2% | |
| 022100.KS (POSCO DX COMPANY LTD) | 241,869 | KRW 3,898,339 -2.5% | KRW 16.1176 -2.5% | |
| 5388.TW (SERCOMM CORP) | 1,422,000 | TWD 3,700,910 1.1% | TWD 2.60261 1.1% | |
| NTGR (NETGEAR Inc) | 137,182 | USD 3,481,679 1.6% | USD 25.38 1.6% | |
| 3076.T (Ai Holdings Corporation) | 176,200 | JPY 3,033,029 -0.2% | JPY 17.2136 -0.2% | |
| 4722.T (Future Corporation) | 227,000 | JPY 3,012,768 -0.2% | JPY 13.2721 -0.2% | |
| NCC.L (NCC Group plc) | 1,431,755 | GBP 2,812,862 2.4% | GBP 1.96463 2.4% | |
| ADTN (ADTRAN Inc) | 382,567 | USD 2,811,867 1.4% | USD 7.35 1.4% | |
| GDYN (Grid Dynamics Holdings Inc) | 308,280 | USD 2,583,386 -2.3% | USD 8.38 -2.3% | |
| 3762.T (TechMatrix Corporation) | 184,600 | JPY 2,567,764 -0.2% | JPY 13.9099 -0.2% | |
| 2326.T (Digital Arts Inc.) | 54,400 | JPY 2,501,508 -0.2% | JPY 45.9836 -0.2% | |
| 4432.T (WingArc1st Inc.) | 110,700 | JPY 2,478,121 -0.2% | JPY 22.3859 -0.2% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,223,900 | MYR 2,394,928 1.5% | MYR 1.0769 1.5% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,258,768 0.7% | USD 12.07 0.7% | |
| TEJASNET.BO (Tejas Networks Limited) | 390,570 | INR 2,118,227 -3.5% | INR 5.42342 -3.5% | |
| 6588.T (Toshiba Tec Corporation) | 121,200 | JPY 2,085,510 -0.2% | JPY 17.2072 -0.2% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 3,018,000 | HKD 1,954,829 0.5% | HKD 0.647723 0.5% | |
| TNXT.MI (Tinexta Spa) | 104,612 | EUR 1,777,827 0.0% | EUR 16.9945 0.0% | |
| 3059.TW (ALTEK CORP) | 1,310,094 | TWD 1,744,430 0.8% | TWD 1.33153 0.8% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 532,000 | TWD 1,574,165 0.2% | TWD 2.95896 0.2% | |
| 3962.T (CHANGE Holdings,Inc.) | 202,700 | JPY 1,425,926 -0.2% | JPY 7.03466 -0.2% | |
| 050890.KQ (SOLiD, Inc.) | 257,390 | KRW 1,214,918 -2.3% | KRW 4.72014 -2.3% | |
| 3844.T (Comture Corporation) | 118,200 | JPY 1,203,899 -0.2% | JPY 10.1853 -0.2% | |
| 2332.TW (D-LINK CORP) | 2,492,000 | TWD 1,173,452 -0.3% | TWD 0.470888 -0.3% | |
| OVH.PA (OVH Groupe SAS) | 130,105 | EUR 1,131,784 -2.4% | EUR 8.699 -2.4% | |
| 053800.KQ (AhnLab, Inc.) | 25,580 | KRW 1,046,309 0.3% | KRW 40.9034 0.3% | |
| UIS (Unisys Corporation) | 326,576 | USD 816,440 0.4% | USD 2.5 0.4% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 451,963 | USD 80,566,924 1.0% | USD 178.26 1.0% | |
| MDB (MongoDB) | 153,765 | USD 49,386,243 -2.4% | USD 321.18 -2.4% | |
| 6701.T (NEC Corporation) | 1,210,100 | JPY 46,949,298 2.3% | JPY 38.7979 2.3% | |
| DDOG (Datadog Inc) | 273,196 | USD 43,042,030 -1.3% | USD 157.55 -1.3% | |
| ANET (Arista Networks) | 349,415 | USD 41,031,803 -1.8% | USD 117.43 -1.8% | |
| IDCC (InterDigital Inc) | 122,363 | USD 40,089,790 0.1% | USD 327.63 0.1% | |
| CSCO (Cisco Systems Inc) | 501,216 | USD 38,142,538 0.9% | USD 76.1 0.9% | |
| AKAM (Akamai Technologies Inc) | 419,241 | USD 37,316,641 1.9% | USD 89.01 1.9% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,245,000 | TWD 35,925,649 -4.5% | TWD 28.8559 -4.5% | |
| 6702.T (Fujitsu Limited) | 1,361,300 | JPY 35,903,086 2.5% | JPY 26.3741 2.5% | |
| CRWD (Crowdstrike Holdings Inc) | 70,129 | USD 34,410,196 -2.1% | USD 490.67 -2.1% | |
| 3626.T (TIS Inc.) | 1,026,200 | JPY 34,255,828 2.2% | JPY 33.3812 2.2% | |
| 9735.T (SECOM CO., LTD.) | 885,400 | JPY 30,986,596 3.0% | JPY 34.9973 3.0% | |
| PANW (Palo Alto Networks Inc) | 167,396 | USD 30,616,728 -1.2% | USD 182.9 -1.2% | |
| ZS (Zscaler Inc) | 110,107 | USD 30,280,526 -1.7% | USD 275.01 -1.7% | |
| WIPRO.BO (Wipro Ltd.) | 10,999,681 | INR 30,053,216 -1.6% | INR 2.73219 -1.6% | |
| DLR (Digital Realty Trust Inc) | 184,254 | USD 28,961,044 -0.3% | USD 157.18 -0.3% | |
| CFLT (Confluent Inc) | 1,353,323 | USD 28,054,386 -3.7% | USD 20.73 -3.7% | |
| DOCU (DocuSign Inc) | 423,993 | USD 27,724,902 2.2% | USD 65.39 2.2% | |
| EQIX (Equinix Inc) | 36,084 | USD 27,231,873 0.2% | USD 754.68 0.2% | |
| CHKP (Check Point Software Technologies Ltd) | 142,236 | USD 26,609,511 1.7% | USD 187.08 1.7% | |
| DT (Dynatrace Holdings LLC) | 606,003 | USD 26,403,551 0.3% | USD 43.57 0.3% | |
| BAH (Booz Allen Hamilton Holding) | 324,360 | USD 26,201,801 1.1% | USD 80.78 1.1% | |
| FFIV (F5 Networks Inc) | 111,640 | USD 26,156,136 3.7% | USD 234.29 3.7% | |
| ACN (Accenture plc) | 101,878 | USD 25,657,974 4.6% | USD 251.85 4.6% | |
| OKTA (Okta Inc) | 324,202 | USD 25,508,213 0.5% | USD 78.68 0.5% | |
| FTNT (Fortinet Inc) | 321,779 | USD 25,373,883 1.0% | USD 78.855 1.0% | |
| MIR (Mirion Technologies Inc) | 1,062,605 | USD 25,289,999 5.4% | USD 23.8 5.4% | |
| NTNX (Nutanix Inc) | 436,917 | USD 25,175,158 -1.7% | USD 57.62 -1.7% | |
| RBRK (Rubrik, Inc.) | 374,842 | USD 24,960,729 -1.6% | USD 66.59 -1.6% | |
| QLYS (Qualys Inc) | 171,184 | USD 24,491,295 3.7% | USD 143.07 3.7% | |
| 4768.T (Otsuka Corporation) | 1,191,400 | JPY 23,682,647 4.0% | JPY 19.878 4.0% | |
| S (SentinelOne Inc) | 1,493,161 | USD 23,442,628 0.9% | USD 15.7 0.9% | |
| 4704.T (Trend Micro Incorporated) | 435,000 | JPY 21,978,538 1.5% | JPY 50.5254 1.5% | |
| BCO (Brinks Company) | 197,921 | USD 21,854,437 1.2% | USD 110.42 1.2% | |
| PI (Impinj Inc) | 136,579 | USD 20,974,437 3.8% | USD 153.57 3.8% | |
| CVLT (CommVault Systems Inc) | 174,537 | USD 20,902,551 1.8% | USD 119.76 1.8% | |
| BOX (Box Inc) | 682,410 | USD 20,677,023 4.6% | USD 30.3 4.6% | |
| OSIS (OSI Systems Inc) | 79,219 | USD 19,891,891 7.3% | USD 251.1 7.3% | |
| KD (Kyndryl Holdings Inc) | 810,583 | USD 19,883,601 3.5% | USD 24.53 3.5% | |
| VRNS (Varonis Systems) | 526,277 | USD 16,498,784 -0.1% | USD 31.35 -0.1% | |
| UI (Ubiquiti Networks Inc) | 29,844 | USD 15,835,823 2.9% | USD 530.62 2.9% | |
| TENB (Tenable Holdings Inc) | 576,832 | USD 15,032,242 1.6% | USD 26.06 1.6% | |
| CALX (Calix Inc) | 273,643 | USD 14,727,466 0.9% | USD 53.82 0.9% | |
| ADT (ADT Inc) | 1,747,976 | USD 13,809,010 1.3% | USD 7.9 1.3% | |
| 763.HK (ZTE CORP H) | 3,569,000 | HKD 13,009,687 -4.2% | HKD 3.64519 -4.2% | |
| ALRM (Alarm.com Holdings Inc) | 224,003 | USD 11,193,430 4.9% | USD 49.97 4.9% | |
| EXTR (Extreme Networks Inc) | 629,988 | USD 10,905,092 2.3% | USD 17.31 2.3% | |
| DXC (DXC Technology Co) | 859,616 | USD 10,822,565 3.3% | USD 12.59 3.3% | |
| BB.TO (BlackBerry Ltd) | 2,552,151 | CAD 10,641,867 0.4% | CAD 4.16976 0.4% | |
| ASGN (ASGN Inc) | 204,990 | USD 8,812,520 7.4% | USD 42.99 7.4% | |
| NTCT (NetScout Systems Inc) | 333,829 | USD 8,669,539 2.0% | USD 25.97 2.0% | |
| AVPT (Avepoint Inc) | 585,345 | USD 7,469,002 1.4% | USD 12.76 1.4% | |
| FSLY (Fastly Inc) | 641,869 | USD 7,002,791 3.5% | USD 10.91 3.5% | |
| DGII (Digi International Inc) | 174,345 | USD 6,977,287 4.7% | USD 40.02 4.7% | |
| NSSC (NAPCO Security Technologies Inc) | 168,637 | USD 6,504,329 1.5% | USD 38.57 1.5% | |
| ARLO (Arlo Technologies) | 483,930 | USD 6,445,948 3.3% | USD 13.32 3.3% | |
| ATEN (A10 Network) | 338,395 | USD 5,698,572 1.3% | USD 16.84 1.3% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,527,000 | TWD 5,173,883 -0.5% | TWD 3.38827 -0.5% | |
| 489790.KQ (HANWHA VISION LTD) | 157,021 | KRW 4,868,167 -5.9% | KRW 31.0033 -5.9% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 414,200 | JPY 4,849,597 -2.5% | JPY 11.7083 -2.5% | |
| 6214.TW (SYSTEX CORP) | 1,142,000 | TWD 4,287,223 -3.0% | TWD 3.75414 -3.0% | |
| 012750.KS (S-1 CORP) | 84,792 | KRW 4,280,828 1.0% | KRW 50.4862 1.0% | |
| RPD (Rapid7 Inc) | 301,117 | USD 4,188,537 1.2% | USD 13.91 1.2% | |
| 022100.KS (POSCO DX COMPANY LTD) | 241,869 | KRW 3,999,325 -4.4% | KRW 16.5351 -4.4% | |
| TMV.DE (TeamViewer SE) | 621,404 | EUR 3,855,849 -2.2% | EUR 6.20506 -2.2% | |
| 5388.TW (SERCOMM CORP) | 1,422,000 | TWD 3,659,958 0.0% | TWD 2.57381 0.0% | |
| NTGR (NETGEAR Inc) | 137,182 | USD 3,428,178 2.8% | USD 24.99 2.8% | |
| 3076.T (Ai Holdings Corporation) | 176,200 | JPY 3,037,679 4.5% | JPY 17.2399 4.5% | |
| 4722.T (Future Corporation) | 227,000 | JPY 3,017,387 3.6% | JPY 13.2925 3.6% | |
| ADTN (ADTRAN Inc) | 382,567 | USD 2,773,611 -2.0% | USD 7.25 -2.0% | |
| NCC.L (NCC Group plc) | 1,431,755 | GBP 2,746,690 -0.3% | GBP 1.91841 -0.3% | |
| GDYN (Grid Dynamics Holdings Inc) | 308,280 | USD 2,645,042 5.8% | USD 8.58 5.8% | |
| 3762.T (TechMatrix Corporation) | 184,600 | JPY 2,571,701 7.5% | JPY 13.9312 7.5% | |
| 2326.T (Digital Arts Inc.) | 54,400 | JPY 2,505,343 4.6% | JPY 46.0541 4.6% | |
| 4432.T (WingArc1st Inc.) | 110,700 | JPY 2,481,920 2.9% | JPY 22.4202 2.9% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,223,900 | MYR 2,358,438 0.2% | MYR 1.0605 0.2% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,243,797 0.8% | USD 11.99 0.8% | |
| TEJASNET.BO (Tejas Networks Limited) | 390,570 | INR 2,196,070 -2.1% | INR 5.62273 -2.1% | |
| 6588.T (Toshiba Tec Corporation) | 121,200 | JPY 2,088,707 1.8% | JPY 17.2336 1.8% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 3,018,000 | HKD 1,945,946 -2.4% | HKD 0.64478 -2.4% | |
| TNXT.MI (Tinexta Spa) | 104,612 | EUR 1,777,119 -0.1% | EUR 16.9877 -0.1% | |
| 3059.TW (ALTEK CORP) | 1,310,094 | TWD 1,729,731 -2.8% | TWD 1.32031 -2.8% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 532,000 | TWD 1,570,680 -1.7% | TWD 2.95241 -1.7% | |
| 3962.T (CHANGE Holdings,Inc.) | 202,700 | JPY 1,428,112 3.2% | JPY 7.04545 3.2% | |
| 050890.KQ (SOLiD, Inc.) | 257,390 | KRW 1,243,649 -2.6% | KRW 4.83177 -2.6% | |
| 3844.T (Comture Corporation) | 118,200 | JPY 1,205,745 2.4% | JPY 10.2009 2.4% | |
| 2332.TW (D-LINK CORP) | 2,492,000 | TWD 1,177,342 -3.1% | TWD 0.472449 -3.1% | |
| OVH.PA (OVH Groupe SAS) | 130,105 | EUR 1,159,712 0.8% | EUR 8.91366 0.8% | |
| 053800.KQ (AhnLab, Inc.) | 25,580 | KRW 1,043,551 -1.0% | KRW 40.7956 -1.0% | |
| UIS (Unisys Corporation) | 326,576 | USD 813,174 4.2% | USD 2.49 4.2% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 451,963 | USD 79,748,871 -6.5% | USD 176.45 -6.5% | |
| MDB (MongoDB) | 153,765 | USD 50,602,524 -2.4% | USD 329.09 -2.4% | |
| 6701.T (NEC Corporation) | 1,210,100 | JPY 45,895,846 3.1% | JPY 37.9273 3.1% | |
| DDOG (Datadog Inc) | 273,196 | USD 43,593,886 -9.5% | USD 159.57 -9.5% | |
| ANET (Arista Networks) | 349,415 | USD 41,786,540 -4.2% | USD 119.59 -4.2% | |
| IDCC (InterDigital Inc) | 122,363 | USD 40,057,975 -2.6% | USD 327.37 -2.6% | |
| CSCO (Cisco Systems Inc) | 501,216 | USD 37,811,735 -3.8% | USD 75.44 -3.8% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,245,000 | TWD 37,615,097 3.3% | TWD 30.2129 3.3% | |
| AKAM (Akamai Technologies Inc) | 419,241 | USD 36,633,279 1.0% | USD 87.38 1.0% | |
| CRWD (Crowdstrike Holdings Inc) | 70,129 | USD 35,156,369 -3.7% | USD 501.31 -3.7% | |
| 6702.T (Fujitsu Limited) | 1,361,300 | JPY 35,027,552 0.9% | JPY 25.731 0.9% | |
| 3626.T (TIS Inc.) | 1,026,200 | JPY 33,531,949 0.4% | JPY 32.6758 0.4% | |
| PANW (Palo Alto Networks Inc) | 167,396 | USD 30,979,978 -7.4% | USD 185.07 -7.4% | |
| ZS (Zscaler Inc) | 110,107 | USD 30,800,231 -4.1% | USD 279.73 -4.1% | |
| WIPRO.BO (Wipro Ltd.) | 10,999,681 | INR 30,536,534 -0.1% | INR 2.77613 -0.1% | |
| 9735.T (SECOM CO., LTD.) | 885,400 | JPY 30,087,989 1.5% | JPY 33.9824 1.5% | |
| CFLT (Confluent Inc) | 1,353,323 | USD 29,123,511 -4.9% | USD 21.52 -4.9% | |
| DLR (Digital Realty Trust Inc) | 184,254 | USD 29,036,588 -1.1% | USD 157.59 -1.1% | |
| EQIX (Equinix Inc) | 36,084 | USD 27,164,396 -1.6% | USD 752.81 -1.6% | |
| DOCU (DocuSign Inc) | 423,993 | USD 27,139,792 -1.6% | USD 64.01 -1.6% | |
| DT (Dynatrace Holdings LLC) | 606,003 | USD 26,324,770 -4.1% | USD 43.44 -4.1% | |
| CHKP (Check Point Software Technologies Ltd) | 142,236 | USD 26,161,467 -0.9% | USD 183.93 -0.9% | |
| BAH (Booz Allen Hamilton Holding) | 324,360 | USD 25,916,364 -0.7% | USD 79.9 -0.7% | |
| NTNX (Nutanix Inc) | 436,917 | USD 25,598,967 -3.0% | USD 58.59 -3.0% | |
| OKTA (Okta Inc) | 324,202 | USD 25,391,501 -2.2% | USD 78.32 -2.2% | |
| RBRK (Rubrik, Inc.) | 374,842 | USD 25,373,055 -3.4% | USD 67.69 -3.4% | |
| FFIV (F5 Networks Inc) | 111,640 | USD 25,211,661 0.8% | USD 225.83 0.8% | |
| FTNT (Fortinet Inc) | 321,779 | USD 25,111,633 -2.1% | USD 78.04 -2.1% | |
| ACN (Accenture plc) | 101,878 | USD 24,531,204 -0.1% | USD 240.79 -0.1% | |
| MIR (Mirion Technologies Inc) | 1,062,605 | USD 23,982,995 -6.1% | USD 22.57 -6.1% | |
| QLYS (Qualys Inc) | 171,184 | USD 23,606,274 -0.2% | USD 137.9 -0.2% | |
| S (SentinelOne Inc) | 1,493,161 | USD 23,233,585 -3.5% | USD 15.56 -3.5% | |
| 4768.T (Otsuka Corporation) | 1,191,400 | JPY 22,782,210 -0.9% | JPY 19.1222 -0.9% | |
| 4704.T (Trend Micro Incorporated) | 435,000 | JPY 21,657,576 -0.3% | JPY 49.7875 -0.3% | |
| BCO (Brinks Company) | 197,921 | USD 21,597,140 -0.8% | USD 109.12 -0.8% | |
| CVLT (CommVault Systems Inc) | 174,537 | USD 20,541,260 -1.5% | USD 117.69 -1.5% | |
| PI (Impinj Inc) | 136,579 | USD 20,205,497 -0.8% | USD 147.94 -0.8% | |
| BOX (Box Inc) | 682,410 | USD 19,776,242 -0.7% | USD 28.98 -0.7% | |
| KD (Kyndryl Holdings Inc) | 810,583 | USD 19,218,923 0.6% | USD 23.71 0.6% | |
| OSIS (OSI Systems Inc) | 79,219 | USD 18,534,869 -1.6% | USD 233.97 -1.6% | |
| VRNS (Varonis Systems) | 526,277 | USD 16,519,835 -2.3% | USD 31.39 -2.3% | |
| UI (Ubiquiti Networks Inc) | 29,844 | USD 15,382,791 -3.7% | USD 515.44 -3.7% | |
| TENB (Tenable Holdings Inc) | 576,832 | USD 14,795,741 -0.6% | USD 25.65 -0.6% | |
| CALX (Calix Inc) | 273,643 | USD 14,596,118 -2.8% | USD 53.34 -2.8% | |
| ADT (ADT Inc) | 1,747,976 | USD 13,634,213 -0.8% | USD 7.8 -0.8% | |
| 763.HK (ZTE CORP H) | 3,569,000 | HKD 13,582,565 0.2% | HKD 3.80571 0.2% | |
| ALRM (Alarm.com Holdings Inc) | 224,003 | USD 10,671,503 -1.1% | USD 47.64 -1.1% | |
| EXTR (Extreme Networks Inc) | 629,988 | USD 10,659,397 | USD 16.92 | |
| BB.TO (BlackBerry Ltd) | 2,552,151 | CAD 10,598,046 -1.9% | CAD 4.15259 -1.9% | |
| DXC (DXC Technology Co) | 859,616 | USD 10,478,719 1.7% | USD 12.19 1.7% | |
| NTCT (NetScout Systems Inc) | 333,829 | USD 8,502,625 -0.7% | USD 25.47 -0.7% | |
| ASGN (ASGN Inc) | 204,990 | USD 8,201,650 -1.1% | USD 40.01 -1.1% | |
| AVPT (Avepoint Inc) | 585,345 | USD 7,369,494 -1.6% | USD 12.59 -1.6% | |
| FSLY (Fastly Inc) | 641,869 | USD 6,765,299 -3.3% | USD 10.54 -3.3% | |
| DGII (Digi International Inc) | 174,345 | USD 6,661,722 -4.0% | USD 38.21 -4.0% | |
| NSSC (NAPCO Security Technologies Inc) | 168,637 | USD 6,408,206 -4.0% | USD 38 -4.0% | |
| ARLO (Arlo Technologies) | 483,930 | USD 6,242,697 -3.0% | USD 12.9 -3.0% | |
| ATEN (A10 Network) | 338,395 | USD 5,627,509 0.5% | USD 16.63 0.5% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,527,000 | TWD 5,199,357 0.8% | TWD 3.40495 0.8% | |
| 489790.KQ (HANWHA VISION LTD) | 157,021 | KRW 5,171,110 0.9% | KRW 32.9326 0.9% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 414,200 | JPY 4,972,922 2.2% | JPY 12.0061 2.2% | |
| 6214.TW (SYSTEX CORP) | 1,142,000 | TWD 4,417,866 3.7% | TWD 3.86853 3.7% | |
| 012750.KS (S-1 CORP) | 84,792 | KRW 4,239,167 0.6% | KRW 49.9949 0.6% | |
| 022100.KS (POSCO DX COMPANY LTD) | 241,869 | KRW 4,184,499 2.8% | KRW 17.3007 2.8% | |
| RPD (Rapid7 Inc) | 301,117 | USD 4,137,348 1.2% | USD 13.74 1.2% | |
| TMV.DE (TeamViewer SE) | 621,404 | EUR 3,942,848 -2.1% | EUR 6.34506 -2.1% | |
| 5388.TW (SERCOMM CORP) | 1,422,000 | TWD 3,659,793 1.1% | TWD 2.57369 1.1% | |
| NTGR (NETGEAR Inc) | 137,182 | USD 3,334,894 -0.3% | USD 24.31 -0.3% | |
| 4722.T (Future Corporation) | 227,000 | JPY 2,912,545 -0.3% | JPY 12.8306 -0.3% | |
| 3076.T (Ai Holdings Corporation) | 176,200 | JPY 2,907,797 -0.4% | JPY 16.5028 -0.4% | |
| ADTN (ADTRAN Inc) | 382,567 | USD 2,830,996 -0.9% | USD 7.4 -0.9% | |
| NCC.L (NCC Group plc) | 1,431,755 | GBP 2,755,973 3.9% | GBP 1.92489 3.9% | |
| GDYN (Grid Dynamics Holdings Inc) | 308,280 | USD 2,500,151 -0.2% | USD 8.11 -0.2% | |
| 4432.T (WingArc1st Inc.) | 110,700 | JPY 2,411,711 -2.6% | JPY 21.786 -2.6% | |
| 2326.T (Digital Arts Inc.) | 54,400 | JPY 2,394,469 -1.0% | JPY 44.016 -1.0% | |
| 3762.T (TechMatrix Corporation) | 184,600 | JPY 2,391,944 -0.9% | JPY 12.9574 -0.9% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,223,900 | MYR 2,354,183 0.3% | MYR 1.05858 0.3% | |
| TEJASNET.BO (Tejas Networks Limited) | 390,570 | INR 2,243,748 -0.5% | INR 5.7448 -0.5% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,225,083 -1.7% | USD 11.89 -1.7% | |
| 6588.T (Toshiba Tec Corporation) | 121,200 | JPY 2,052,413 -1.8% | JPY 16.9341 -1.8% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 3,018,000 | HKD 1,993,116 -1.1% | HKD 0.66041 -1.1% | |
| 3059.TW (ALTEK CORP) | 1,310,094 | TWD 1,780,133 3.2% | TWD 1.35878 3.2% | |
| TNXT.MI (Tinexta Spa) | 104,612 | EUR 1,778,493 -0.2% | EUR 17.0009 -0.2% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 532,000 | TWD 1,597,123 0.9% | TWD 3.00211 0.9% | |
| 3962.T (CHANGE Holdings,Inc.) | 202,700 | JPY 1,383,302 1.4% | JPY 6.82438 1.4% | |
| 050890.KQ (SOLiD, Inc.) | 257,390 | KRW 1,276,300 1.2% | KRW 4.95862 1.2% | |
| 2332.TW (D-LINK CORP) | 2,492,000 | TWD 1,215,007 2.2% | TWD 0.487563 2.2% | |
| 3844.T (Comture Corporation) | 118,200 | JPY 1,176,977 0.0% | JPY 9.9575 0.0% | |
| OVH.PA (OVH Groupe SAS) | 130,105 | EUR 1,150,186 1.5% | EUR 8.84044 1.5% | |
| 053800.KQ (AhnLab, Inc.) | 25,580 | KRW 1,054,109 -0.2% | KRW 41.2083 -0.2% | |
| UIS (Unisys Corporation) | 326,576 | USD 780,517 -3.2% | USD 2.39 -3.2% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 451,963 | USD 85,321,575 1.0% | USD 188.78 1.0% | |
| MDB (MongoDB) | 153,765 | USD 51,848,020 -0.2% | USD 337.19 -0.2% | |
| DDOG (Datadog Inc) | 273,196 | USD 48,167,187 -0.1% | USD 176.31 -0.1% | |
| 6701.T (NEC Corporation) | 1,210,100 | JPY 44,525,866 1.7% | JPY 36.7952 1.7% | |
| ANET (Arista Networks) | 349,415 | USD 43,610,486 1.1% | USD 124.81 1.1% | |
| IDCC (InterDigital Inc) | 122,363 | USD 41,144,559 0.1% | USD 336.25 0.1% | |
| CSCO (Cisco Systems Inc) | 501,216 | USD 39,290,322 1.3% | USD 78.39 1.3% | |
| CRWD (Crowdstrike Holdings Inc) | 70,129 | USD 36,508,456 1.3% | USD 520.59 1.3% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,245,000 | TWD 36,421,919 -0.9% | TWD 29.2546 -0.9% | |
| AKAM (Akamai Technologies Inc) | 419,241 | USD 36,272,731 -1.4% | USD 86.52 -1.4% | |
| 6702.T (Fujitsu Limited) | 1,361,300 | JPY 34,703,300 0.1% | JPY 25.4928 0.1% | |
| PANW (Palo Alto Networks Inc) | 167,396 | USD 33,462,460 -0.5% | USD 199.9 -0.5% | |
| 3626.T (TIS Inc.) | 1,026,200 | JPY 33,412,230 0.6% | JPY 32.5592 0.6% | |
| ZS (Zscaler Inc) | 110,107 | USD 32,130,324 -0.4% | USD 291.81 -0.4% | |
| CFLT (Confluent Inc) | 1,353,323 | USD 30,625,699 -0.1% | USD 22.63 -0.1% | |
| WIPRO.BO (Wipro Ltd.) | 10,999,681 | INR 30,553,445 2.2% | INR 2.77767 2.2% | |
| 9735.T (SECOM CO., LTD.) | 885,400 | JPY 29,642,501 -0.6% | JPY 33.4792 -0.6% | |
| DLR (Digital Realty Trust Inc) | 184,254 | USD 29,351,662 -0.2% | USD 159.3 -0.2% | |
| EQIX (Equinix Inc) | 36,084 | USD 27,607,147 -1.8% | USD 765.08 -1.8% | |
| DOCU (DocuSign Inc) | 423,993 | USD 27,576,505 -0.8% | USD 65.04 -0.8% | |
| DT (Dynatrace Holdings LLC) | 606,003 | USD 27,445,876 -2.3% | USD 45.29 -2.3% | |
| CHKP (Check Point Software Technologies Ltd) | 142,236 | USD 26,404,691 -2.7% | USD 185.64 -2.7% | |
| NTNX (Nutanix Inc) | 436,917 | USD 26,385,418 -5.7% | USD 60.39 -5.7% | |
| RBRK (Rubrik, Inc.) | 374,842 | USD 26,268,927 1.9% | USD 70.08 1.9% | |
| BAH (Booz Allen Hamilton Holding) | 324,360 | USD 26,088,275 -0.7% | USD 80.43 -0.7% | |
| OKTA (Okta Inc) | 324,202 | USD 25,965,338 -1.2% | USD 80.09 -1.2% | |
| FTNT (Fortinet Inc) | 321,779 | USD 25,655,440 -0.5% | USD 79.73 -0.5% | |
| MIR (Mirion Technologies Inc) | 1,062,605 | USD 25,534,398 0.7% | USD 24.03 0.7% | |
| FFIV (F5 Networks Inc) | 111,640 | USD 25,006,244 -1.3% | USD 223.99 -1.3% | |
| ACN (Accenture plc) | 101,878 | USD 24,560,748 0.4% | USD 241.08 0.5% | |
| S (SentinelOne Inc) | 1,493,161 | USD 24,069,755 -0.3% | USD 16.12 -0.3% | |
| QLYS (Qualys Inc) | 171,184 | USD 23,659,341 -0.2% | USD 138.21 -0.2% | |
| 4768.T (Otsuka Corporation) | 1,191,400 | JPY 22,988,391 1.0% | JPY 19.2953 1.0% | |
| BCO (Brinks Company) | 197,921 | USD 21,761,414 0.9% | USD 109.95 0.9% | |
| 4704.T (Trend Micro Incorporated) | 435,000 | JPY 21,728,461 -0.6% | JPY 49.9505 -0.6% | |
| CVLT (CommVault Systems Inc) | 174,537 | USD 20,857,172 -2.5% | USD 119.5 -2.5% | |
| PI (Impinj Inc) | 136,579 | USD 20,372,124 3.0% | USD 149.16 3.0% | |
| BOX (Box Inc) | 682,410 | USD 19,905,900 -1.6% | USD 29.17 -1.6% | |
| KD (Kyndryl Holdings Inc) | 810,583 | USD 19,105,441 -0.2% | USD 23.57 -0.2% | |
| OSIS (OSI Systems Inc) | 79,219 | USD 18,839,863 -5.3% | USD 237.82 -5.3% | |
| VRNS (Varonis Systems) | 526,277 | USD 16,914,543 -2.4% | USD 32.14 -2.4% | |
| UI (Ubiquiti Networks Inc) | 29,844 | USD 15,968,629 0.6% | USD 535.07 0.6% | |
| CALX (Calix Inc) | 273,643 | USD 15,012,055 -0.9% | USD 54.86 -0.9% | |
| TENB (Tenable Holdings Inc) | 576,832 | USD 14,882,266 | USD 25.8 | |
| ADT (ADT Inc) | 1,747,976 | USD 13,739,091 -1.4% | USD 7.86 -1.4% | |
| 763.HK (ZTE CORP H) | 3,569,000 | HKD 13,556,471 -0.8% | HKD 3.79839 -0.8% | |
| BB.TO (BlackBerry Ltd) | 2,552,151 | CAD 10,799,485 -1.5% | CAD 4.23152 -1.5% | |
| ALRM (Alarm.com Holdings Inc) | 224,003 | USD 10,785,744 -1.4% | USD 48.15 -1.4% | |
| EXTR (Extreme Networks Inc) | 629,988 | USD 10,659,397 1.1% | USD 16.92 1.1% | |
| DXC (DXC Technology Co) | 859,616 | USD 10,306,796 -1.9% | USD 11.99 -1.9% | |
| NTCT (NetScout Systems Inc) | 333,829 | USD 8,559,376 -0.1% | USD 25.64 -0.1% | |
| ASGN (ASGN Inc) | 204,990 | USD 8,289,796 -2.2% | USD 40.44 -2.2% | |
| AVPT (Avepoint Inc) | 585,345 | USD 7,486,563 0.1% | USD 12.79 0.1% | |
| FSLY (Fastly Inc) | 641,869 | USD 6,996,372 3.9% | USD 10.9 3.9% | |
| DGII (Digi International Inc) | 174,345 | USD 6,940,674 3.3% | USD 39.81 3.3% | |
| NSSC (NAPCO Security Technologies Inc) | 168,637 | USD 6,676,339 0.7% | USD 39.59 0.7% | |
| ARLO (Arlo Technologies) | 483,930 | USD 6,436,269 -0.8% | USD 13.3 -0.8% | |
| ATEN (A10 Network) | 338,395 | USD 5,600,437 -0.8% | USD 16.55 -0.8% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,527,000 | TWD 5,156,307 -0.6% | TWD 3.37676 -0.6% | |
| 489790.KQ (HANWHA VISION LTD) | 157,021 | KRW 5,127,413 4.4% | KRW 32.6543 4.4% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 414,200 | JPY 4,866,714 -1.8% | JPY 11.7497 -1.8% | |
| 6214.TW (SYSTEX CORP) | 1,142,000 | TWD 4,258,330 -2.6% | TWD 3.72884 -2.6% | |
| 012750.KS (S-1 CORP) | 84,792 | KRW 4,212,548 0.2% | KRW 49.681 0.2% | |
| RPD (Rapid7 Inc) | 301,117 | USD 4,089,169 0.8% | USD 13.58 0.8% | |
| 022100.KS (POSCO DX COMPANY LTD) | 241,869 | KRW 4,068,701 -1.6% | KRW 16.8219 -1.6% | |
| TMV.DE (TeamViewer SE) | 621,404 | EUR 4,028,960 0.6% | EUR 6.48364 0.6% | |
| 5388.TW (SERCOMM CORP) | 1,422,000 | TWD 3,618,379 -1.0% | TWD 2.54457 -1.0% | |
| NTGR (NETGEAR Inc) | 137,182 | USD 3,345,869 -1.0% | USD 24.39 -1.0% | |
| 4722.T (Future Corporation) | 227,000 | JPY 2,920,985 -2.6% | JPY 12.8678 -2.6% | |
| 3076.T (Ai Holdings Corporation) | 176,200 | JPY 2,919,123 -0.9% | JPY 16.5671 -0.9% | |
| ADTN (ADTRAN Inc) | 382,567 | USD 2,857,775 3.0% | USD 7.47 3.0% | |
| NCC.L (NCC Group plc) | 1,431,755 | GBP 2,651,692 -0.8% | GBP 1.85206 -0.8% | |
| GDYN (Grid Dynamics Holdings Inc) | 308,280 | USD 2,506,316 -0.2% | USD 8.13 -0.2% | |
| 4432.T (WingArc1st Inc.) | 110,700 | JPY 2,475,482 1.1% | JPY 22.3621 1.1% | |
| 2326.T (Digital Arts Inc.) | 54,400 | JPY 2,419,091 -0.4% | JPY 44.4686 -0.4% | |
| 3762.T (TechMatrix Corporation) | 184,600 | JPY 2,414,313 -1.6% | JPY 13.0786 -1.6% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,223,900 | MYR 2,347,152 -1.0% | MYR 1.05542 -1.0% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,264,382 0.6% | USD 12.1 0.6% | |
| TEJASNET.BO (Tejas Networks Limited) | 390,570 | INR 2,255,542 -0.5% | INR 5.775 -0.5% | |
| 6588.T (Toshiba Tec Corporation) | 121,200 | JPY 2,090,790 -3.2% | JPY 17.2507 -3.2% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 3,018,000 | HKD 2,015,230 0.5% | HKD 0.667737 0.5% | |
| TNXT.MI (Tinexta Spa) | 104,612 | EUR 1,781,733 -0.4% | EUR 17.0318 -0.4% | |
| 3059.TW (ALTEK CORP) | 1,310,094 | TWD 1,725,518 0.6% | TWD 1.31709 0.6% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 532,000 | TWD 1,583,587 0.1% | TWD 2.97667 0.1% | |
| 3962.T (CHANGE Holdings,Inc.) | 202,700 | JPY 1,363,723 -0.6% | JPY 6.72779 -0.6% | |
| 050890.KQ (SOLiD, Inc.) | 257,390 | KRW 1,261,173 1.0% | KRW 4.89985 1.0% | |
| 2332.TW (D-LINK CORP) | 2,492,000 | TWD 1,188,452 -2.1% | TWD 0.476907 -2.1% | |
| 3844.T (Comture Corporation) | 118,200 | JPY 1,176,600 -1.6% | JPY 9.95432 -1.6% | |
| OVH.PA (OVH Groupe SAS) | 130,105 | EUR 1,132,751 -1.3% | EUR 8.70644 -1.3% | |
| 053800.KQ (AhnLab, Inc.) | 25,580 | KRW 1,056,123 -0.8% | KRW 41.2871 -0.8% | |
| UIS (Unisys Corporation) | 326,576 | USD 806,643 -2.8% | USD 2.47 -2.8% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 451,963 | USD 84,517,081 -2.5% | USD 187 -2.5% | |
| MDB (MongoDB) | 153,765 | USD 51,951,043 -0.5% | USD 337.86 -0.5% | |
| DDOG (Datadog Inc) | 273,196 | USD 48,208,166 -2.1% | USD 176.46 -2.1% | |
| 6701.T (NEC Corporation) | 1,210,100 | JPY 43,767,004 -4.5% | JPY 36.1681 -4.5% | |
| ANET (Arista Networks) | 349,415 | USD 43,135,282 -3.0% | USD 123.45 -3.0% | |
| IDCC (InterDigital Inc) | 122,363 | USD 41,106,626 -0.9% | USD 335.94 -0.9% | |
| CSCO (Cisco Systems Inc) | 501,216 | USD 38,779,082 -0.5% | USD 77.37 -0.5% | |
| AKAM (Akamai Technologies Inc) | 419,241 | USD 36,784,205 0.1% | USD 87.74 0.1% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,245,000 | TWD 36,749,676 -7.8% | TWD 29.5178 -7.8% | |
| CRWD (Crowdstrike Holdings Inc) | 70,129 | USD 36,023,163 -3.0% | USD 513.67 -3.0% | |
| 6702.T (Fujitsu Limited) | 1,361,300 | JPY 34,656,055 -5.7% | JPY 25.4581 -5.7% | |
| PANW (Palo Alto Networks Inc) | 167,396 | USD 33,646,596 -0.9% | USD 201 -0.9% | |
| 3626.T (TIS Inc.) | 1,026,200 | JPY 33,209,821 -3.5% | JPY 32.3619 -3.5% | |
| ZS (Zscaler Inc) | 110,107 | USD 32,273,463 -0.6% | USD 293.11 -0.6% | |
| CFLT (Confluent Inc) | 1,353,323 | USD 30,666,299 | USD 22.66 | |
| WIPRO.BO (Wipro Ltd.) | 10,999,681 | INR 29,903,070 -1.3% | INR 2.71854 -1.3% | |
| 9735.T (SECOM CO., LTD.) | 885,400 | JPY 29,833,604 -1.6% | JPY 33.6951 -1.6% | |
| DLR (Digital Realty Trust Inc) | 184,254 | USD 29,410,623 1.2% | USD 159.62 1.2% | |
| EQIX (Equinix Inc) | 36,084 | USD 28,115,570 0.3% | USD 779.17 0.3% | |
| DT (Dynatrace Holdings LLC) | 606,003 | USD 28,094,299 2.7% | USD 46.36 2.7% | |
| NTNX (Nutanix Inc) | 436,917 | USD 27,967,057 -0.9% | USD 64.01 -0.9% | |
| DOCU (DocuSign Inc) | 423,993 | USD 27,801,221 1.4% | USD 65.57 1.4% | |
| CHKP (Check Point Software Technologies Ltd) | 142,236 | USD 27,124,405 -0.7% | USD 190.7 -0.7% | |
| OKTA (Okta Inc) | 324,202 | USD 26,270,088 0.0% | USD 81.03 0.0% | |
| BAH (Booz Allen Hamilton Holding) | 324,360 | USD 26,260,186 -0.9% | USD 80.96 -0.9% | |
| FTNT (Fortinet Inc) | 321,779 | USD 25,790,587 -2.2% | USD 80.15 -2.2% | |
| RBRK (Rubrik, Inc.) | 374,842 | USD 25,789,130 -1.3% | USD 68.8 -1.3% | |
| MIR (Mirion Technologies Inc) | 1,062,605 | USD 25,353,755 -2.2% | USD 23.86 -2.2% | |
| FFIV (F5 Networks Inc) | 111,640 | USD 25,347,862 -0.7% | USD 227.05 -0.7% | |
| ACN (Accenture plc) | 101,878 | USD 24,450,720 -0.6% | USD 240 -0.6% | |
| S (SentinelOne Inc) | 1,493,161 | USD 24,144,413 0.1% | USD 16.17 0.1% | |
| QLYS (Qualys Inc) | 171,184 | USD 23,717,543 -0.7% | USD 138.55 -0.7% | |
| 4768.T (Otsuka Corporation) | 1,191,400 | JPY 22,749,966 -1.8% | JPY 19.0952 -1.8% | |
| 4704.T (Trend Micro Incorporated) | 435,000 | JPY 21,851,554 -0.4% | JPY 50.2335 -0.4% | |
| BCO (Brinks Company) | 197,921 | USD 21,575,368 0.9% | USD 109.01 0.9% | |
| CVLT (CommVault Systems Inc) | 174,537 | USD 21,387,764 -2.6% | USD 122.54 -2.6% | |
| BOX (Box Inc) | 682,410 | USD 20,219,808 -3.6% | USD 29.63 -3.6% | |
| OSIS (OSI Systems Inc) | 79,219 | USD 19,904,566 -5.9% | USD 251.26 -5.9% | |
| PI (Impinj Inc) | 136,579 | USD 19,784,834 0.3% | USD 144.86 0.3% | |
| KD (Kyndryl Holdings Inc) | 810,583 | USD 19,145,970 -2.1% | USD 23.62 -2.1% | |
| VRNS (Varonis Systems) | 526,277 | USD 17,335,564 -0.7% | USD 32.94 -0.7% | |
| UI (Ubiquiti Networks Inc) | 29,844 | USD 15,879,992 -1.7% | USD 532.1 -1.7% | |
| CALX (Calix Inc) | 273,643 | USD 15,143,404 -3.2% | USD 55.34 -3.2% | |
| TENB (Tenable Holdings Inc) | 576,832 | USD 14,882,266 -1.0% | USD 25.8 -1.0% | |
| ADT (ADT Inc) | 1,747,976 | USD 13,931,369 -0.7% | USD 7.97 -0.7% | |
| 763.HK (ZTE CORP H) | 3,569,000 | HKD 13,663,701 -0.7% | HKD 3.82844 -0.7% | |
| BB.TO (BlackBerry Ltd) | 2,552,151 | CAD 10,962,895 3.0% | CAD 4.29555 3.0% | |
| ALRM (Alarm.com Holdings Inc) | 224,003 | USD 10,942,547 1.3% | USD 48.85 1.3% | |
| EXTR (Extreme Networks Inc) | 629,988 | USD 10,539,699 -1.8% | USD 16.73 -1.8% | |
| DXC (DXC Technology Co) | 859,616 | USD 10,504,508 -1.9% | USD 12.22 -1.9% | |
| NTCT (NetScout Systems Inc) | 333,829 | USD 8,569,390 -3.9% | USD 25.67 -3.9% | |
| ASGN (ASGN Inc) | 204,990 | USD 8,476,337 -0.5% | USD 41.35 -0.5% | |
| AVPT (Avepoint Inc) | 585,345 | USD 7,480,709 -0.7% | USD 12.78 -0.7% | |
| FSLY (Fastly Inc) | 641,869 | USD 6,733,206 0.7% | USD 10.49 0.7% | |
| DGII (Digi International Inc) | 174,345 | USD 6,717,513 2.0% | USD 38.53 2.0% | |
| NSSC (NAPCO Security Technologies Inc) | 168,637 | USD 6,627,434 -2.3% | USD 39.3 -2.3% | |
| ARLO (Arlo Technologies) | 483,930 | USD 6,489,501 -0.9% | USD 13.41 -0.9% | |
| ATEN (A10 Network) | 338,395 | USD 5,644,429 -1.0% | USD 16.68 -1.0% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,527,000 | TWD 5,187,635 -0.6% | TWD 3.39727 -0.6% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 414,200 | JPY 4,956,262 -3.8% | JPY 11.9659 -3.8% | |
| 489790.KQ (HANWHA VISION LTD) | 157,021 | KRW 4,909,083 -4.2% | KRW 31.2639 -4.2% | |
| 6214.TW (SYSTEX CORP) | 1,142,000 | TWD 4,373,796 -0.1% | TWD 3.82994 -0.1% | |
| 012750.KS (S-1 CORP) | 84,792 | KRW 4,202,122 -3.9% | KRW 49.558 -3.9% | |
| 022100.KS (POSCO DX COMPANY LTD) | 241,869 | KRW 4,135,853 -3.5% | KRW 17.0996 -3.5% | |
| RPD (Rapid7 Inc) | 301,117 | USD 4,056,046 0.1% | USD 13.47 0.1% | |
| TMV.DE (TeamViewer SE) | 621,404 | EUR 4,005,187 -3.4% | EUR 6.44538 -3.4% | |
| 5388.TW (SERCOMM CORP) | 1,422,000 | TWD 3,655,094 -1.7% | TWD 2.57039 -1.7% | |
| NTGR (NETGEAR Inc) | 137,182 | USD 3,380,164 -2.6% | USD 24.64 -2.6% | |
| 4722.T (Future Corporation) | 227,000 | JPY 2,998,403 -1.9% | JPY 13.2088 -1.9% | |
| 3076.T (Ai Holdings Corporation) | 176,200 | JPY 2,945,839 -1.3% | JPY 16.7187 -1.3% | |
| ADTN (ADTRAN Inc) | 382,567 | USD 2,773,611 -1.1% | USD 7.25 -1.1% | |
| NCC.L (NCC Group plc) | 1,431,755 | GBP 2,672,195 -0.9% | GBP 1.86638 -0.9% | |
| GDYN (Grid Dynamics Holdings Inc) | 308,280 | USD 2,512,482 0.6% | USD 8.15 0.6% | |
| 3762.T (TechMatrix Corporation) | 184,600 | JPY 2,453,804 -0.6% | JPY 13.2925 -0.6% | |
| 4432.T (WingArc1st Inc.) | 110,700 | JPY 2,448,910 -3.8% | JPY 22.122 -3.8% | |
| 2326.T (Digital Arts Inc.) | 54,400 | JPY 2,427,899 -3.4% | JPY 44.6305 -3.4% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,223,900 | MYR 2,371,305 -1.7% | MYR 1.06628 -1.7% | |
| TEJASNET.BO (Tejas Networks Limited) | 390,570 | INR 2,267,246 -1.2% | INR 5.80497 -1.2% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,251,282 -0.1% | USD 12.03 -0.1% | |
| 6588.T (Toshiba Tec Corporation) | 121,200 | JPY 2,159,784 -1.7% | JPY 17.82 -1.7% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 3,018,000 | HKD 2,004,543 -4.7% | HKD 0.664196 -4.7% | |
| TNXT.MI (Tinexta Spa) | 104,612 | EUR 1,788,345 -0.1% | EUR 17.095 -0.1% | |
| 3059.TW (ALTEK CORP) | 1,310,094 | TWD 1,715,217 -2.6% | TWD 1.30923 -2.6% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 532,000 | TWD 1,582,283 -3.5% | TWD 2.97422 -3.5% | |
| 3962.T (CHANGE Holdings,Inc.) | 202,700 | JPY 1,372,003 -0.9% | JPY 6.76864 -0.9% | |
| 050890.KQ (SOLiD, Inc.) | 257,390 | KRW 1,249,219 -5.6% | KRW 4.85341 -5.6% | |
| 2332.TW (D-LINK CORP) | 2,492,000 | TWD 1,213,993 -3.9% | TWD 0.487156 -3.9% | |
| 3844.T (Comture Corporation) | 118,200 | JPY 1,195,892 -0.6% | JPY 10.1175 -0.6% | |
| OVH.PA (OVH Groupe SAS) | 130,105 | EUR 1,147,486 4.4% | EUR 8.81969 4.4% | |
| 053800.KQ (AhnLab, Inc.) | 25,580 | KRW 1,065,142 -1.1% | KRW 41.6396 -1.1% | |
| UIS (Unisys Corporation) | 326,576 | USD 829,503 -0.4% | USD 2.54 -0.4% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 451,963 | USD 86,677,464 0.0% | USD 191.78 0.0% | |
| MDB (MongoDB) | 153,765 | USD 52,218,594 -3.7% | USD 339.6 -3.7% | |
| DDOG (Datadog Inc) | 273,196 | USD 49,246,311 -2.6% | USD 180.26 -2.6% | |
| 6701.T (NEC Corporation) | 1,210,100 | JPY 45,840,252 -2.2% | JPY 37.8814 -2.2% | |
| ANET (Arista Networks) | 349,415 | USD 44,466,553 -3.1% | USD 127.26 -3.1% | |
| IDCC (InterDigital Inc) | 122,363 | USD 41,495,741 -2.7% | USD 339.12 -2.7% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,245,000 | TWD 39,875,160 1.5% | TWD 32.0282 1.5% | |
| CSCO (Cisco Systems Inc) | 501,216 | USD 38,984,580 -0.3% | USD 77.78 -0.3% | |
| CRWD (Crowdstrike Holdings Inc) | 70,129 | USD 37,152,942 -1.4% | USD 529.78 -1.4% | |
| 6702.T (Fujitsu Limited) | 1,361,300 | JPY 36,752,776 -0.1% | JPY 26.9983 -0.1% | |
| AKAM (Akamai Technologies Inc) | 419,241 | USD 36,733,896 0.5% | USD 87.62 0.5% | |
| 3626.T (TIS Inc.) | 1,026,200 | JPY 34,410,547 0.2% | JPY 33.532 0.2% | |
| PANW (Palo Alto Networks Inc) | 167,396 | USD 33,964,648 -1.1% | USD 202.9 -1.1% | |
| ZS (Zscaler Inc) | 110,107 | USD 32,472,756 -1.5% | USD 294.92 -1.5% | |
| CFLT (Confluent Inc) | 1,353,323 | USD 30,666,299 -2.7% | USD 22.66 -2.7% | |
| 9735.T (SECOM CO., LTD.) | 885,400 | JPY 30,311,094 0.2% | JPY 34.2344 0.2% | |
| WIPRO.BO (Wipro Ltd.) | 10,999,681 | INR 30,285,964 0.0% | INR 2.75335 0.0% | |
| DLR (Digital Realty Trust Inc) | 184,254 | USD 29,056,856 -0.3% | USD 157.7 -0.3% | |
| NTNX (Nutanix Inc) | 436,917 | USD 28,224,838 -2.0% | USD 64.6 -2.0% | |
| EQIX (Equinix Inc) | 36,084 | USD 28,032,938 -1.1% | USD 776.88 -1.1% | |
| DOCU (DocuSign Inc) | 423,993 | USD 27,419,627 -4.6% | USD 64.67 -4.6% | |
| DT (Dynatrace Holdings LLC) | 606,003 | USD 27,361,035 -3.6% | USD 45.15 -3.6% | |
| CHKP (Check Point Software Technologies Ltd) | 142,236 | USD 27,323,536 -2.7% | USD 192.1 -2.7% | |
| BAH (Booz Allen Hamilton Holding) | 324,360 | USD 26,487,238 -1.5% | USD 81.66 -1.5% | |
| FTNT (Fortinet Inc) | 321,779 | USD 26,366,571 -0.4% | USD 81.94 -0.4% | |
| OKTA (Okta Inc) | 324,202 | USD 26,283,056 -3.4% | USD 81.07 -3.4% | |
| RBRK (Rubrik, Inc.) | 374,842 | USD 26,122,739 -2.6% | USD 69.69 -2.6% | |
| MIR (Mirion Technologies Inc) | 1,062,605 | USD 25,916,936 -2.1% | USD 24.39 -2.1% | |
| FFIV (F5 Networks Inc) | 111,640 | USD 25,525,370 -2.3% | USD 228.64 -2.3% | |
| ACN (Accenture plc) | 101,878 | USD 24,586,218 -1.6% | USD 241.33 -1.6% | |
| S (SentinelOne Inc) | 1,493,161 | USD 24,129,482 -3.8% | USD 16.16 -3.8% | |
| QLYS (Qualys Inc) | 171,184 | USD 23,873,321 -2.9% | USD 139.46 -2.9% | |
| 4768.T (Otsuka Corporation) | 1,191,400 | JPY 23,160,887 0.1% | JPY 19.4401 0.1% | |
| CVLT (CommVault Systems Inc) | 174,537 | USD 21,965,481 -1.2% | USD 125.85 -1.2% | |
| 4704.T (Trend Micro Incorporated) | 435,000 | JPY 21,946,906 0.8% | JPY 50.4527 0.8% | |
| BCO (Brinks Company) | 197,921 | USD 21,385,364 -3.0% | USD 108.05 -3.0% | |
| OSIS (OSI Systems Inc) | 79,219 | USD 21,153,850 -2.4% | USD 267.03 -2.4% | |
| BOX (Box Inc) | 682,410 | USD 20,984,108 -3.9% | USD 30.75 -3.9% | |
| PI (Impinj Inc) | 136,579 | USD 19,734,300 1.4% | USD 144.49 1.4% | |
| KD (Kyndryl Holdings Inc) | 810,583 | USD 19,551,262 -6.2% | USD 24.12 -6.2% | |
| VRNS (Varonis Systems) | 526,277 | USD 17,456,608 -1.5% | USD 33.17 -1.5% | |
| UI (Ubiquiti Networks Inc) | 29,844 | USD 16,160,526 -3.1% | USD 541.5 -3.1% | |
| CALX (Calix Inc) | 273,643 | USD 15,635,961 -2.7% | USD 57.14 -2.7% | |
| TENB (Tenable Holdings Inc) | 576,832 | USD 15,032,242 -3.4% | USD 26.06 -3.4% | |
| ADT (ADT Inc) | 1,747,976 | USD 14,036,247 -2.8% | USD 8.03 -2.8% | |
| 763.HK (ZTE CORP H) | 3,569,000 | HKD 13,764,802 -1.9% | HKD 3.85677 -1.9% | |
| ALRM (Alarm.com Holdings Inc) | 224,003 | USD 10,801,425 -4.1% | USD 48.22 -4.1% | |
| EXTR (Extreme Networks Inc) | 629,988 | USD 10,728,696 -3.5% | USD 17.03 -3.5% | |
| DXC (DXC Technology Co) | 859,616 | USD 10,710,815 -3.5% | USD 12.46 -3.5% | |
| BB.TO (BlackBerry Ltd) | 2,552,151 | CAD 10,642,680 -3.0% | CAD 4.17008 -3.0% | |
| NTCT (NetScout Systems Inc) | 333,829 | USD 8,919,911 -2.6% | USD 26.72 -2.6% | |
| ASGN (ASGN Inc) | 204,990 | USD 8,517,335 -2.9% | USD 41.55 -2.9% | |
| AVPT (Avepoint Inc) | 585,345 | USD 7,533,390 -1.2% | USD 12.87 -1.2% | |
| NSSC (NAPCO Security Technologies Inc) | 168,637 | USD 6,782,580 -0.3% | USD 40.22 -0.3% | |
| FSLY (Fastly Inc) | 641,869 | USD 6,688,275 -7.2% | USD 10.42 -7.2% | |
| DGII (Digi International Inc) | 174,345 | USD 6,585,011 -1.6% | USD 37.77 -1.6% | |
| ARLO (Arlo Technologies) | 483,930 | USD 6,547,573 -4.3% | USD 13.53 -4.3% | |
| ATEN (A10 Network) | 338,395 | USD 5,698,572 -3.7% | USD 16.84 -3.7% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,527,000 | TWD 5,219,047 -0.9% | TWD 3.41784 -0.9% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 414,200 | JPY 5,150,978 0.6% | JPY 12.436 0.6% | |
| 489790.KQ (HANWHA VISION LTD) | 157,021 | KRW 5,124,931 3.6% | KRW 32.6385 3.6% | |
| 6214.TW (SYSTEX CORP) | 1,142,000 | TWD 4,379,621 -2.4% | TWD 3.83504 -2.4% | |
| 012750.KS (S-1 CORP) | 84,792 | KRW 4,372,160 0.6% | KRW 51.5634 0.6% | |
| 022100.KS (POSCO DX COMPANY LTD) | 241,869 | KRW 4,287,105 -0.5% | KRW 17.7249 -0.5% | |
| TMV.DE (TeamViewer SE) | 621,404 | EUR 4,147,654 -2.2% | EUR 6.67465 -2.2% | |
| RPD (Rapid7 Inc) | 301,117 | USD 4,053,035 -4.1% | USD 13.46 -4.1% | |
| 5388.TW (SERCOMM CORP) | 1,422,000 | TWD 3,719,288 -0.2% | TWD 2.61553 -0.2% | |
| NTGR (NETGEAR Inc) | 137,182 | USD 3,470,705 -8.8% | USD 25.3 -8.8% | |
| 4722.T (Future Corporation) | 227,000 | JPY 3,056,993 -1.6% | JPY 13.4669 -1.6% | |
| 3076.T (Ai Holdings Corporation) | 176,200 | JPY 2,983,689 -1.6% | JPY 16.9335 -1.6% | |
| ADTN (ADTRAN Inc) | 382,567 | USD 2,804,216 -1.9% | USD 7.33 -1.9% | |
| NCC.L (NCC Group plc) | 1,431,755 | GBP 2,697,769 -0.3% | GBP 1.88424 -0.3% | |
| 4432.T (WingArc1st Inc.) | 110,700 | JPY 2,546,467 -0.5% | JPY 23.0033 -0.5% | |
| 2326.T (Digital Arts Inc.) | 54,400 | JPY 2,513,277 -0.2% | JPY 46.1999 -0.2% | |
| GDYN (Grid Dynamics Holdings Inc) | 308,280 | USD 2,497,068 -1.0% | USD 8.1 -1.0% | |
| 3762.T (TechMatrix Corporation) | 184,600 | JPY 2,469,342 0.2% | JPY 13.3767 0.2% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,223,900 | MYR 2,411,458 -0.4% | MYR 1.08434 -0.4% | |
| TEJASNET.BO (Tejas Networks Limited) | 390,570 | INR 2,295,721 0.1% | INR 5.87787 0.1% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,253,154 -5.0% | USD 12.04 -5.0% | |
| 6588.T (Toshiba Tec Corporation) | 121,200 | JPY 2,197,602 -1.0% | JPY 18.132 -1.0% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 3,018,000 | HKD 2,104,313 0.4% | HKD 0.697254 0.4% | |
| TNXT.MI (Tinexta Spa) | 104,612 | EUR 1,789,603 -0.3% | EUR 17.1071 -0.3% | |
| 3059.TW (ALTEK CORP) | 1,310,094 | TWD 1,761,648 -0.9% | TWD 1.34467 -0.9% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 532,000 | TWD 1,639,024 -3.7% | TWD 3.08087 -3.7% | |
| 3962.T (CHANGE Holdings,Inc.) | 202,700 | JPY 1,384,465 0.0% | JPY 6.83012 0.0% | |
| 050890.KQ (SOLiD, Inc.) | 257,390 | KRW 1,323,659 2.7% | KRW 5.14262 2.7% | |
| 2332.TW (D-LINK CORP) | 2,492,000 | TWD 1,263,594 1.6% | TWD 0.50706 1.6% | |
| 3844.T (Comture Corporation) | 118,200 | JPY 1,202,602 -1.9% | JPY 10.1743 -1.9% | |
| OVH.PA (OVH Groupe SAS) | 130,105 | EUR 1,099,276 -2.1% | EUR 8.44915 -2.1% | |
| 053800.KQ (AhnLab, Inc.) | 25,580 | KRW 1,076,942 3.3% | KRW 42.1009 3.3% | |
| UIS (Unisys Corporation) | 326,576 | USD 832,769 -3.4% | USD 2.55 -3.4% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 451,963 | USD 86,645,827 -1.3% | USD 191.71 -1.3% | |
| MDB (MongoDB) | 153,765 | USD 54,219,077 0.4% | USD 352.61 0.4% | |
| DDOG (Datadog Inc) | 273,196 | USD 50,543,992 -0.5% | USD 185.01 -0.5% | |
| 6701.T (NEC Corporation) | 1,210,100 | JPY 46,857,241 -0.3% | JPY 38.7218 -0.3% | |
| ANET (Arista Networks) | 349,415 | USD 45,902,649 0.8% | USD 131.37 0.8% | |
| IDCC (InterDigital Inc) | 122,363 | USD 42,636,164 0.7% | USD 348.44 0.7% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,245,000 | TWD 39,271,423 0.0% | TWD 31.5433 0.0% | |
| CSCO (Cisco Systems Inc) | 501,216 | USD 39,094,848 0.8% | USD 78 0.8% | |
| CRWD (Crowdstrike Holdings Inc) | 70,129 | USD 37,697,844 1.5% | USD 537.55 1.5% | |
| 6702.T (Fujitsu Limited) | 1,361,300 | JPY 36,783,792 0.1% | JPY 27.0211 0.1% | |
| AKAM (Akamai Technologies Inc) | 419,241 | USD 36,545,238 -1.7% | USD 87.17 -1.7% | |
| PANW (Palo Alto Networks Inc) | 167,396 | USD 34,358,029 0.2% | USD 205.25 0.2% | |
| 3626.T (TIS Inc.) | 1,026,200 | JPY 34,353,961 0.8% | JPY 33.4769 0.8% | |
| ZS (Zscaler Inc) | 110,107 | USD 32,971,541 -3.0% | USD 299.45 -3.0% | |
| CFLT (Confluent Inc) | 1,353,323 | USD 31,532,426 -0.4% | USD 23.3 -0.4% | |
| WIPRO.BO (Wipro Ltd.) | 10,999,681 | INR 30,289,794 -0.5% | INR 2.7537 -0.5% | |
| 9735.T (SECOM CO., LTD.) | 885,400 | JPY 30,248,133 1.2% | JPY 34.1632 1.2% | |
| DLR (Digital Realty Trust Inc) | 184,254 | USD 29,145,298 0.0% | USD 158.18 0.0% | |
| NTNX (Nutanix Inc) | 436,917 | USD 28,797,199 -0.8% | USD 65.91 -0.8% | |
| DOCU (DocuSign Inc) | 423,993 | USD 28,729,766 1.1% | USD 67.76 1.1% | |
| DT (Dynatrace Holdings LLC) | 606,003 | USD 28,385,181 0.1% | USD 46.84 0.1% | |
| EQIX (Equinix Inc) | 36,084 | USD 28,346,508 -0.1% | USD 785.57 -0.1% | |
| CHKP (Check Point Software Technologies Ltd) | 142,236 | USD 28,094,455 -0.6% | USD 197.52 -0.6% | |
| OKTA (Okta Inc) | 324,202 | USD 27,213,516 0.2% | USD 83.94 0.2% | |
| BAH (Booz Allen Hamilton Holding) | 324,360 | USD 26,892,688 -1.5% | USD 82.91 -1.5% | |
| RBRK (Rubrik, Inc.) | 374,842 | USD 26,819,945 1.5% | USD 71.55 1.5% | |
| FTNT (Fortinet Inc) | 321,779 | USD 26,485,629 1.6% | USD 82.31 1.6% | |
| MIR (Mirion Technologies Inc) | 1,062,605 | USD 26,469,491 3.7% | USD 24.91 3.7% | |
| FFIV (F5 Networks Inc) | 111,640 | USD 26,123,760 -2.0% | USD 234 -2.0% | |
| S (SentinelOne Inc) | 1,493,161 | USD 25,070,173 1.7% | USD 16.79 1.7% | |
| ACN (Accenture plc) | 101,878 | USD 24,981,504 -1.0% | USD 245.21 -1.0% | |
| QLYS (Qualys Inc) | 171,184 | USD 24,576,887 0.2% | USD 143.57 0.2% | |
| 4768.T (Otsuka Corporation) | 1,191,400 | JPY 23,143,717 -0.6% | JPY 19.4256 -0.6% | |
| CVLT (CommVault Systems Inc) | 174,537 | USD 22,232,523 0.6% | USD 127.38 0.6% | |
| BCO (Brinks Company) | 197,921 | USD 22,038,503 -2.2% | USD 111.35 -2.2% | |
| BOX (Box Inc) | 682,410 | USD 21,843,944 0.1% | USD 32.01 0.1% | |
| 4704.T (Trend Micro Incorporated) | 435,000 | JPY 21,773,238 -0.4% | JPY 50.0534 -0.4% | |
| OSIS (OSI Systems Inc) | 79,219 | USD 21,670,357 0.2% | USD 273.55 0.2% | |
| KD (Kyndryl Holdings Inc) | 810,583 | USD 20,848,195 0.5% | USD 25.72 0.5% | |
| PI (Impinj Inc) | 136,579 | USD 19,462,508 -0.8% | USD 142.5 -0.8% | |
| VRNS (Varonis Systems) | 526,277 | USD 17,730,272 -1.8% | USD 33.69 -1.8% | |
| UI (Ubiquiti Networks Inc) | 29,844 | USD 16,669,665 0.2% | USD 558.56 0.2% | |
| CALX (Calix Inc) | 273,643 | USD 16,062,844 -2.7% | USD 58.7 -2.7% | |
| TENB (Tenable Holdings Inc) | 576,832 | USD 15,562,927 -0.3% | USD 26.98 -0.3% | |
| ADT (ADT Inc) | 1,747,976 | USD 14,438,282 -1.4% | USD 8.26 -1.4% | |
| 763.HK (ZTE CORP H) | 3,569,000 | HKD 14,033,536 -1.4% | HKD 3.93206 -1.4% | |
| ALRM (Alarm.com Holdings Inc) | 224,003 | USD 11,267,351 -0.2% | USD 50.3 -0.2% | |
| EXTR (Extreme Networks Inc) | 629,988 | USD 11,112,988 -0.1% | USD 17.64 -0.1% | |
| DXC (DXC Technology Co) | 859,616 | USD 11,097,643 -3.1% | USD 12.91 -3.1% | |
| BB.TO (BlackBerry Ltd) | 2,552,151 | CAD 10,970,147 -1.3% | CAD 4.29839 -1.3% | |
| NTCT (NetScout Systems Inc) | 333,829 | USD 9,153,591 1.6% | USD 27.42 1.6% | |
| ASGN (ASGN Inc) | 204,990 | USD 8,767,422 -3.8% | USD 42.77 -3.8% | |
| AVPT (Avepoint Inc) | 585,345 | USD 7,621,192 0.2% | USD 13.02 0.2% | |
| FSLY (Fastly Inc) | 641,869 | USD 7,208,189 -1.8% | USD 11.23 -1.8% | |
| ARLO (Arlo Technologies) | 483,930 | USD 6,842,770 -6.2% | USD 14.14 -6.2% | |
| NSSC (NAPCO Security Technologies Inc) | 168,637 | USD 6,804,503 -0.1% | USD 40.35 -0.1% | |
| DGII (Digi International Inc) | 174,345 | USD 6,691,361 -0.4% | USD 38.38 -0.4% | |
| ATEN (A10 Network) | 338,395 | USD 5,918,529 2.1% | USD 17.49 2.1% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,527,000 | TWD 5,267,460 -0.7% | TWD 3.44955 -0.7% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 414,200 | JPY 5,120,004 -5.7% | JPY 12.3612 -5.7% | |
| 489790.KQ (HANWHA VISION LTD) | 157,021 | KRW 4,945,458 -3.7% | KRW 31.4955 -3.7% | |
| 6214.TW (SYSTEX CORP) | 1,142,000 | TWD 4,489,066 -3.0% | TWD 3.93088 -3.0% | |
| 012750.KS (S-1 CORP) | 84,792 | KRW 4,346,219 0.9% | KRW 51.2574 0.9% | |
| 022100.KS (POSCO DX COMPANY LTD) | 241,869 | KRW 4,306,790 -5.1% | KRW 17.8063 -5.1% | |
| TMV.DE (TeamViewer SE) | 621,404 | EUR 4,239,614 -1.8% | EUR 6.82264 -1.8% | |
| RPD (Rapid7 Inc) | 301,117 | USD 4,224,672 1.9% | USD 14.03 1.9% | |
| NTGR (NETGEAR Inc) | 137,182 | USD 3,805,429 0.7% | USD 27.74 0.7% | |
| 5388.TW (SERCOMM CORP) | 1,422,000 | TWD 3,727,996 -2.9% | TWD 2.62166 -2.9% | |
| 4722.T (Future Corporation) | 227,000 | JPY 3,105,844 -0.4% | JPY 13.6821 -0.4% | |
| 3076.T (Ai Holdings Corporation) | 176,200 | JPY 3,032,600 -1.0% | JPY 17.2111 -1.0% | |
| ADTN (ADTRAN Inc) | 382,567 | USD 2,857,775 -2.6% | USD 7.47 -2.6% | |
| NCC.L (NCC Group plc) | 1,431,755 | GBP 2,705,450 -1.3% | GBP 1.8896 -1.3% | |
| 4432.T (WingArc1st Inc.) | 110,700 | JPY 2,558,999 -0.2% | JPY 23.1165 -0.2% | |
| GDYN (Grid Dynamics Holdings Inc) | 308,280 | USD 2,521,730 -1.1% | USD 8.18 -1.1% | |
| 2326.T (Digital Arts Inc.) | 54,400 | JPY 2,518,600 -0.7% | JPY 46.2978 -0.7% | |
| 3762.T (TechMatrix Corporation) | 184,600 | JPY 2,463,565 -0.6% | JPY 13.3454 -0.6% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,223,900 | MYR 2,421,670 -0.1% | MYR 1.08893 -0.1% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,371,051 1.0% | USD 12.67 1.0% | |
| TEJASNET.BO (Tejas Networks Limited) | 390,570 | INR 2,293,665 -0.9% | INR 5.87261 -0.9% | |
| 6588.T (Toshiba Tec Corporation) | 121,200 | JPY 2,219,404 -1.8% | JPY 18.3119 -1.8% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 3,018,000 | HKD 2,096,912 -3.8% | HKD 0.694802 -3.8% | |
| TNXT.MI (Tinexta Spa) | 104,612 | EUR 1,794,347 -0.1% | EUR 17.1524 -0.1% | |
| 3059.TW (ALTEK CORP) | 1,310,094 | TWD 1,778,265 -2.3% | TWD 1.35736 -2.3% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 532,000 | TWD 1,702,004 -1.5% | TWD 3.19926 -1.5% | |
| 3962.T (CHANGE Holdings,Inc.) | 202,700 | JPY 1,384,715 -5.5% | JPY 6.83135 -5.5% | |
| 050890.KQ (SOLiD, Inc.) | 257,390 | KRW 1,289,290 -4.4% | KRW 5.00909 -4.4% | |
| 2332.TW (D-LINK CORP) | 2,492,000 | TWD 1,243,461 -2.5% | TWD 0.498981 -2.5% | |
| 3844.T (Comture Corporation) | 118,200 | JPY 1,226,124 -0.4% | JPY 10.3733 -0.4% | |
| OVH.PA (OVH Groupe SAS) | 130,105 | EUR 1,122,606 -3.5% | EUR 8.62846 -3.5% | |
| 053800.KQ (AhnLab, Inc.) | 25,580 | KRW 1,042,613 -1.7% | KRW 40.7589 -1.7% | |
| UIS (Unisys Corporation) | 326,576 | USD 862,161 -1.5% | USD 2.64 -1.5% | |
Note: All information is provided as is without warranty and should be used for indicative purposes only.
You should independently check data before making any investment decision.
This information is derived from third party sources and we cannot guarantee that their data is current, accurate, complete, free from defects etc and we therefore accept no responsibility for how it may be used. We accept no liability.