| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 436,131 | USD 106,324,376 2.3% | USD 243.79 2.3% | |
| MDB (MongoDB) | 148,381 | USD 57,749,885 0.6% | USD 389.2 0.6% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,205,000 | TWD 47,333,492 2.1% | TWD 39.2809 2.1% | |
| ANET (Arista Networks) | 337,175 | USD 44,031,683 4.4% | USD 130.59 4.4% | |
| 6701.T (NEC Corporation) | 1,167,700 | JPY 43,616,130 -0.5% | JPY 37.3522 -0.5% | |
| CFLT (Confluent Inc) | 1,305,917 | USD 39,869,646 -0.1% | USD 30.53 -0.1% | |
| 6702.T (Fujitsu Limited) | 1,313,300 | JPY 38,402,086 -0.2% | JPY 29.2409 -0.2% | |
| AKAM (Akamai Technologies Inc) | 404,555 | USD 37,028,919 1.0% | USD 91.53 1.0% | |
| IDCC (InterDigital Inc) | 118,075 | USD 36,654,022 -0.7% | USD 310.43 -0.7% | |
| CSCO (Cisco Systems Inc) | 483,658 | USD 36,395,265 1.1% | USD 75.25 1.1% | |
| DDOG (Datadog Inc) | 263,628 | USD 31,862,080 -1.3% | USD 120.86 -1.3% | |
| 3626.T (TIS Inc.) | 990,200 | JPY 31,227,727 -3.7% | JPY 31.5368 -3.7% | |
| 9735.T (SECOM CO., LTD.) | 854,200 | JPY 31,211,206 0.5% | JPY 36.5385 0.5% | |
| CRWD (Crowdstrike Holdings Inc) | 67,673 | USD 30,791,215 -1.2% | USD 455 -1.2% | |
| WIPRO.BO (Wipro Ltd.) | 10,614,377 | INR 30,587,086 | INR 2.88167 | |
| BAH (Booz Allen Hamilton Holding) | 313,000 | USD 30,395,430 0.8% | USD 97.11 0.8% | |
| PANW (Palo Alto Networks Inc) | 161,532 | USD 30,324,402 -1.7% | USD 187.73 -1.7% | |
| FFIV (F5 Networks Inc) | 107,728 | USD 29,516,395 2.4% | USD 273.99 2.4% | |
| OKTA (Okta Inc) | 312,844 | USD 28,762,877 -1.5% | USD 91.94 -1.5% | |
| DLR (Digital Realty Trust Inc) | 177,798 | USD 28,549,025 0.8% | USD 160.57 0.8% | |
| ACN (Accenture plc) | 98,310 | USD 28,290,669 -0.3% | USD 287.77 -0.3% | |
| EQIX (Equinix Inc) | 34,820 | USD 27,919,372 0.4% | USD 801.82 0.4% | |
| MIR (Mirion Technologies Inc) | 1,025,383 | USD 27,685,341 2.9% | USD 27 2.9% | |
| CHKP (Check Point Software Technologies Ltd) | 137,252 | USD 25,877,492 0.2% | USD 188.54 0.2% | |
| RBRK (Rubrik, Inc.) | 361,714 | USD 24,976,352 1.3% | USD 69.05 1.3% | |
| DOCU (DocuSign Inc) | 409,139 | USD 24,421,507 -3.5% | USD 59.69 -3.5% | |
| BCO (Brinks Company) | 190,987 | USD 23,835,178 2.3% | USD 124.8 2.3% | |
| FTNT (Fortinet Inc) | 310,507 | USD 23,697,894 -0.1% | USD 76.32 -0.1% | |
| 4768.T (Otsuka Corporation) | 1,149,800 | JPY 23,105,508 -0.3% | JPY 20.0952 -0.3% | |
| DT (Dynatrace Holdings LLC) | 584,773 | USD 23,028,361 -1.5% | USD 39.38 -1.5% | |
| PI (Impinj Inc) | 131,795 | USD 22,630,519 -5.3% | USD 171.71 -5.3% | |
| ZS (Zscaler Inc) | 106,251 | USD 22,374,336 -1.7% | USD 210.58 -1.7% | |
| OSIS (OSI Systems Inc) | 76,443 | USD 22,229,624 1.4% | USD 290.8 1.4% | |
| QLYS (Qualys Inc) | 165,186 | USD 22,100,235 -0.2% | USD 133.79 -0.2% | |
| KD (Kyndryl Holdings Inc) | 782,191 | USD 21,158,267 -1.6% | USD 27.05 -1.6% | |
| CVLT (CommVault Systems Inc) | 168,425 | USD 21,085,126 0.7% | USD 125.19 0.7% | |
| NTNX (Nutanix Inc) | 421,613 | USD 20,519,905 -5.4% | USD 48.67 -5.4% | |
| S (SentinelOne Inc) | 1,440,859 | USD 20,287,295 -1.0% | USD 14.08 -1.0% | |
| 4704.T (Trend Micro Incorporated) | 419,800 | JPY 17,600,117 0.5% | JPY 41.925 0.5% | |
| BOX (Box Inc) | 658,506 | USD 17,496,504 -2.6% | USD 26.57 -2.6% | |
| VRNS (Varonis Systems) | 507,845 | USD 17,246,416 -2.5% | USD 33.96 -2.5% | |
| UI (Ubiquiti Networks Inc) | 28,796 | USD 15,939,162 -0.8% | USD 553.52 -0.8% | |
| CALX (Calix Inc) | 264,059 | USD 15,590,043 7.4% | USD 59.04 7.4% | |
| ADT (ADT Inc) | 1,686,746 | USD 13,966,257 0.4% | USD 8.28 0.4% | |
| 763.HK (ZTE CORP H) | 3,444,200 | HKD 12,889,137 -0.6% | HKD 3.74227 -0.6% | |
| TENB (Tenable Holdings Inc) | 556,626 | USD 12,596,446 0.4% | USD 22.63 0.4% | |
| DXC (DXC Technology Co) | 829,506 | USD 12,309,869 -3.3% | USD 14.84 -3.3% | |
| ALRM (Alarm.com Holdings Inc) | 216,155 | USD 10,972,028 -0.8% | USD 50.76 -0.8% | |
| ASGN (ASGN Inc) | 197,808 | USD 9,894,356 1.3% | USD 50.02 1.3% | |
| EXTR (Extreme Networks Inc) | 607,918 | USD 9,781,401 0.2% | USD 16.09 0.2% | |
| BB.TO (BlackBerry Ltd) | 2,462,755 | CAD 9,625,884 1.2% | CAD 3.90858 1.2% | |
| NTCT (NetScout Systems Inc) | 322,133 | USD 9,003,617 1.7% | USD 27.95 1.7% | |
| AVPT (Avepoint Inc) | 564,841 | USD 7,371,175 0.3% | USD 13.05 0.3% | |
| DGII (Digi International Inc) | 168,241 | USD 7,268,011 1.1% | USD 43.2 1.1% | |
| ARLO (Arlo Technologies) | 466,978 | USD 6,533,022 0.4% | USD 13.99 0.4% | |
| NSSC (NAPCO Security Technologies Inc) | 162,733 | USD 6,431,208 0.1% | USD 39.52 0.1% | |
| 022100.KS (POSCO DX COMPANY LTD) | 233,397 | KRW 6,137,221 30.6% | KRW 26.2952 30.6% | |
| ATEN (A10 Network) | 326,541 | USD 5,740,591 1.0% | USD 17.58 1.0% | |
| 489790.KQ (HANWHA VISION LTD) | 151,519 | KRW 5,618,114 5.0% | KRW 37.0786 5.0% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 399,800 | JPY 5,540,134 -0.9% | JPY 13.8573 -0.9% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,471,000 | TWD 5,102,542 0.1% | TWD 3.46876 0.1% | |
| 012750.KS (S-1 CORP) | 81,824 | KRW 4,358,825 0.8% | KRW 53.2707 0.8% | |
| 6214.TW (SYSTEX CORP) | 1,102,000 | TWD 4,136,755 0.1% | TWD 3.75386 0.1% | |
| TMV.DE (TeamViewer SE) | 599,636 | EUR 4,062,874 -3.5% | EUR 6.77557 -3.5% | |
| RPD (Rapid7 Inc) | 290,567 | USD 3,864,541 -1.7% | USD 13.3 -1.7% | |
| 5388.TW (SERCOMM CORP) | 1,374,000 | TWD 3,416,774 -0.4% | TWD 2.48674 -0.4% | |
| ADTN (ADTRAN Inc) | 369,167 | USD 3,355,728 3.8% | USD 9.09 3.8% | |
| 3076.T (Ai Holdings Corporation) | 169,800 | JPY 3,028,758 -0.4% | JPY 17.8372 -0.4% | |
| NTGR (NETGEAR Inc) | 132,374 | USD 3,002,242 1.3% | USD 22.68 1.3% | |
| GDYN (Grid Dynamics Holdings Inc) | 297,480 | USD 2,787,388 -0.3% | USD 9.37 -0.3% | |
| 4722.T (Future Corporation) | 219,000 | JPY 2,744,666 -2.0% | JPY 12.5327 -2.0% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,146,300 | MYR 2,657,399 0.4% | MYR 1.23813 0.4% | |
| 3762.T (TechMatrix Corporation) | 178,200 | JPY 2,591,877 0.3% | JPY 14.5448 0.3% | |
| NCC.L (NCC Group plc) | 1,381,605 | GBP 2,585,388 2.1% | GBP 1.87129 2.1% | |
| 4432.T (WingArc1st Inc.) | 106,700 | JPY 2,348,753 -1.1% | JPY 22.0127 -1.1% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,333,623 -2.0% | USD 12.47 -2.0% | |
| 6588.T (Toshiba Tec Corporation) | 117,200 | JPY 2,134,874 0.6% | JPY 18.2156 0.6% | |
| 2326.T (Digital Arts Inc.) | 52,800 | JPY 2,004,831 0.7% | JPY 37.9703 0.7% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 2,914,000 | HKD 1,991,897 -1.8% | HKD 0.683561 -1.8% | |
| TNXT.MI (Tinexta Spa) | 100,948 | EUR 1,777,880 -0.3% | EUR 17.6118 -0.3% | |
| 3059.TW (ALTEK CORP) | 1,262,094 | TWD 1,607,228 -0.7% | TWD 1.27346 -0.7% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 516,000 | TWD 1,561,036 0.7% | TWD 3.02526 0.7% | |
| TEJASNET.BO (Tejas Networks Limited) | 376,890 | INR 1,547,714 | INR 4.10654 | |
| 3962.T (CHANGE Holdings,Inc.) | 195,500 | JPY 1,309,540 2.2% | JPY 6.69841 2.2% | |
| 2332.TW (D-LINK CORP) | 2,404,000 | TWD 1,267,969 -2.3% | TWD 0.527441 -2.3% | |
| 3844.T (Comture Corporation) | 114,200 | JPY 1,240,357 0.1% | JPY 10.8613 0.1% | |
| 050890.KQ (SOLiD, Inc.) | 248,374 | KRW 1,225,099 0.7% | KRW 4.93248 0.7% | |
| OVH.PA (OVH Groupe SAS) | 125,545 | EUR 1,187,107 0.6% | EUR 9.45563 0.6% | |
| UIS (Unisys Corporation) | 315,136 | USD 1,055,706 2.4% | USD 3.35 2.4% | |
| 053800.KQ (AhnLab, Inc.) | 24,791 | KRW 1,011,981 -0.1% | KRW 40.8205 -0.1% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 436,131 | USD 103,964,908 -3.3% | USD 238.38 -3.3% | |
| MDB (MongoDB) | 148,381 | USD 57,407,125 -5.9% | USD 386.89 -5.9% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,205,000 | TWD 46,341,020 3.1% | TWD 38.4573 3.1% | |
| 6701.T (NEC Corporation) | 1,167,700 | JPY 43,850,135 2.2% | JPY 37.5526 2.2% | |
| ANET (Arista Networks) | 337,175 | USD 42,177,221 -3.7% | USD 125.09 -3.7% | |
| CFLT (Confluent Inc) | 1,305,917 | USD 39,921,883 0.5% | USD 30.57 0.5% | |
| 6702.T (Fujitsu Limited) | 1,313,300 | JPY 38,487,476 2.4% | JPY 29.3059 2.4% | |
| IDCC (InterDigital Inc) | 118,075 | USD 36,913,787 -0.5% | USD 312.63 -0.5% | |
| AKAM (Akamai Technologies Inc) | 404,555 | USD 36,672,911 2.0% | USD 90.65 2.0% | |
| CSCO (Cisco Systems Inc) | 483,658 | USD 35,988,992 -1.4% | USD 74.41 -1.4% | |
| 3626.T (TIS Inc.) | 990,200 | JPY 32,412,808 0.8% | JPY 32.7336 0.8% | |
| DDOG (Datadog Inc) | 263,628 | USD 32,270,703 -2.5% | USD 122.41 -2.5% | |
| CRWD (Crowdstrike Holdings Inc) | 67,673 | USD 31,176,951 -1.6% | USD 460.7 -1.6% | |
| 9735.T (SECOM CO., LTD.) | 854,200 | JPY 31,067,220 0.9% | JPY 36.37 0.9% | |
| PANW (Palo Alto Networks Inc) | 161,532 | USD 30,841,305 0.0% | USD 190.93 0.0% | |
| WIPRO.BO (Wipro Ltd.) | 10,614,377 | INR 30,587,086 -1.6% | INR 2.88167 -1.6% | |
| BAH (Booz Allen Hamilton Holding) | 313,000 | USD 30,157,550 1.1% | USD 96.35 1.1% | |
| OKTA (Okta Inc) | 312,844 | USD 29,203,987 -0.8% | USD 93.35 -0.8% | |
| FFIV (F5 Networks Inc) | 107,728 | USD 28,811,854 -0.9% | USD 267.45 -0.9% | |
| ACN (Accenture plc) | 98,310 | USD 28,366,367 4.2% | USD 288.54 4.2% | |
| DLR (Digital Realty Trust Inc) | 177,798 | USD 28,316,109 -0.9% | USD 159.26 -0.9% | |
| EQIX (Equinix Inc) | 34,820 | USD 27,821,876 -0.3% | USD 799.02 -0.3% | |
| MIR (Mirion Technologies Inc) | 1,025,383 | USD 26,916,304 -1.6% | USD 26.25 -1.6% | |
| CHKP (Check Point Software Technologies Ltd) | 137,252 | USD 25,826,709 0.9% | USD 188.17 0.9% | |
| DOCU (DocuSign Inc) | 409,139 | USD 25,313,430 -4.1% | USD 61.87 -4.1% | |
| RBRK (Rubrik, Inc.) | 361,714 | USD 24,647,192 -3.8% | USD 68.14 -3.8% | |
| PI (Impinj Inc) | 131,795 | USD 23,902,341 -9.1% | USD 181.36 -9.1% | |
| FTNT (Fortinet Inc) | 310,507 | USD 23,719,630 -2.5% | USD 76.39 -2.5% | |
| DT (Dynatrace Holdings LLC) | 584,773 | USD 23,379,225 -3.4% | USD 39.98 -3.4% | |
| BCO (Brinks Company) | 190,987 | USD 23,294,684 -0.7% | USD 121.97 -0.7% | |
| 4768.T (Otsuka Corporation) | 1,149,800 | JPY 23,181,422 -1.3% | JPY 20.1613 -1.3% | |
| ZS (Zscaler Inc) | 106,251 | USD 22,766,402 -1.2% | USD 214.27 -1.2% | |
| QLYS (Qualys Inc) | 165,186 | USD 22,139,880 0.7% | USD 134.03 0.7% | |
| OSIS (OSI Systems Inc) | 76,443 | USD 21,912,386 4.4% | USD 286.65 4.4% | |
| NTNX (Nutanix Inc) | 421,613 | USD 21,687,773 -2.2% | USD 51.44 -2.2% | |
| KD (Kyndryl Holdings Inc) | 782,191 | USD 21,510,253 1.7% | USD 27.5 1.7% | |
| CVLT (CommVault Systems Inc) | 168,425 | USD 20,948,702 -1.0% | USD 124.38 -1.0% | |
| S (SentinelOne Inc) | 1,440,859 | USD 20,489,015 -2.9% | USD 14.22 -2.9% | |
| BOX (Box Inc) | 658,506 | USD 17,964,044 -3.2% | USD 27.28 -3.2% | |
| VRNS (Varonis Systems) | 507,845 | USD 17,693,320 0.7% | USD 34.84 0.7% | |
| 4704.T (Trend Micro Incorporated) | 419,800 | JPY 17,519,432 1.1% | JPY 41.7328 1.1% | |
| UI (Ubiquiti Networks Inc) | 28,796 | USD 16,069,320 -4.9% | USD 558.04 -4.9% | |
| CALX (Calix Inc) | 264,059 | USD 14,512,683 1.1% | USD 54.96 1.1% | |
| ADT (ADT Inc) | 1,686,746 | USD 13,915,655 1.4% | USD 8.25 1.4% | |
| 763.HK (ZTE CORP H) | 3,444,200 | HKD 12,968,728 0.4% | HKD 3.76538 0.4% | |
| DXC (DXC Technology Co) | 829,506 | USD 12,724,622 2.9% | USD 15.34 2.9% | |
| TENB (Tenable Holdings Inc) | 556,626 | USD 12,540,784 -0.5% | USD 22.53 -0.5% | |
| ALRM (Alarm.com Holdings Inc) | 216,155 | USD 11,060,651 -0.5% | USD 51.17 -0.5% | |
| ASGN (ASGN Inc) | 197,808 | USD 9,767,759 1.2% | USD 49.38 1.2% | |
| EXTR (Extreme Networks Inc) | 607,918 | USD 9,763,163 -0.6% | USD 16.06 -0.6% | |
| BB.TO (BlackBerry Ltd) | 2,462,755 | CAD 9,510,008 -1.5% | CAD 3.86153 -1.5% | |
| NTCT (NetScout Systems Inc) | 322,133 | USD 8,855,436 -0.3% | USD 27.49 -0.3% | |
| AVPT (Avepoint Inc) | 564,841 | USD 7,348,581 -3.6% | USD 13.01 -3.6% | |
| DGII (Digi International Inc) | 168,241 | USD 7,188,938 0.1% | USD 42.73 0.1% | |
| ARLO (Arlo Technologies) | 466,978 | USD 6,505,004 0.8% | USD 13.93 0.8% | |
| NSSC (NAPCO Security Technologies Inc) | 162,733 | USD 6,426,326 | USD 39.49 | |
| ATEN (A10 Network) | 326,541 | USD 5,681,813 0.7% | USD 17.4 0.7% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 399,800 | JPY 5,590,247 2.0% | JPY 13.9826 2.0% | |
| 489790.KQ (HANWHA VISION LTD) | 151,519 | KRW 5,352,796 4.6% | KRW 35.3276 4.6% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,471,000 | TWD 5,098,343 0.1% | TWD 3.4659 0.1% | |
| 022100.KS (POSCO DX COMPANY LTD) | 233,397 | KRW 4,699,215 1.8% | KRW 20.134 1.8% | |
| 012750.KS (S-1 CORP) | 81,824 | KRW 4,324,888 0.4% | KRW 52.856 0.4% | |
| TMV.DE (TeamViewer SE) | 599,636 | EUR 4,209,037 -2.4% | EUR 7.01932 -2.4% | |
| 6214.TW (SYSTEX CORP) | 1,102,000 | TWD 4,133,350 1.4% | TWD 3.75077 1.4% | |
| RPD (Rapid7 Inc) | 290,567 | USD 3,931,372 -1.0% | USD 13.53 -1.0% | |
| 5388.TW (SERCOMM CORP) | 1,374,000 | TWD 3,431,358 1.8% | TWD 2.49735 1.8% | |
| ADTN (ADTRAN Inc) | 369,167 | USD 3,233,903 -2.7% | USD 8.76 -2.7% | |
| 3076.T (Ai Holdings Corporation) | 169,800 | JPY 3,041,098 0.2% | JPY 17.9099 0.2% | |
| NTGR (NETGEAR Inc) | 132,374 | USD 2,962,530 -2.5% | USD 22.38 -2.5% | |
| 4722.T (Future Corporation) | 219,000 | JPY 2,800,430 0.3% | JPY 12.7874 0.3% | |
| GDYN (Grid Dynamics Holdings Inc) | 297,480 | USD 2,796,312 1.7% | USD 9.4 1.7% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,146,300 | MYR 2,646,087 0.0% | MYR 1.23286 0.0% | |
| 3762.T (TechMatrix Corporation) | 178,200 | JPY 2,584,111 -2.6% | JPY 14.5012 -2.6% | |
| NCC.L (NCC Group plc) | 1,381,605 | GBP 2,532,172 -0.1% | GBP 1.83278 -0.1% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,380,408 -1.5% | USD 12.72 -1.5% | |
| 4432.T (WingArc1st Inc.) | 106,700 | JPY 2,375,235 -3.5% | JPY 22.2609 -3.5% | |
| 6588.T (Toshiba Tec Corporation) | 117,200 | JPY 2,122,015 1.2% | JPY 18.1059 1.2% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 2,914,000 | HKD 2,029,282 -0.3% | HKD 0.696391 -0.3% | |
| 2326.T (Digital Arts Inc.) | 52,800 | JPY 1,990,122 -2.3% | JPY 37.6917 -2.3% | |
| TNXT.MI (Tinexta Spa) | 100,948 | EUR 1,783,236 0.1% | EUR 17.6649 0.1% | |
| 3059.TW (ALTEK CORP) | 1,262,094 | TWD 1,617,890 4.0% | TWD 1.28191 4.0% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 516,000 | TWD 1,549,952 1.4% | TWD 3.00378 1.4% | |
| TEJASNET.BO (Tejas Networks Limited) | 376,890 | INR 1,547,714 -1.3% | INR 4.10654 -1.3% | |
| 2332.TW (D-LINK CORP) | 2,404,000 | TWD 1,297,362 10.2% | TWD 0.539668 10.2% | |
| 3962.T (CHANGE Holdings,Inc.) | 195,500 | JPY 1,280,873 -1.4% | JPY 6.55178 -1.4% | |
| 3844.T (Comture Corporation) | 114,200 | JPY 1,238,596 -0.3% | JPY 10.8458 -0.3% | |
| 050890.KQ (SOLiD, Inc.) | 248,374 | KRW 1,216,992 -0.9% | KRW 4.89984 -0.9% | |
| OVH.PA (OVH Groupe SAS) | 125,545 | EUR 1,180,599 -0.3% | EUR 9.40379 -0.3% | |
| UIS (Unisys Corporation) | 315,136 | USD 1,030,495 0.6% | USD 3.27 0.6% | |
| 053800.KQ (AhnLab, Inc.) | 24,791 | KRW 1,013,384 0.4% | KRW 40.8771 0.4% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 436,131 | USD 107,471,401 5.2% | USD 246.42 5.2% | |
| MDB (MongoDB) | 148,381 | USD 61,012,783 -1.7% | USD 411.19 -1.7% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,205,000 | TWD 44,942,790 -2.1% | TWD 37.2969 -2.1% | |
| ANET (Arista Networks) | 337,175 | USD 43,809,148 5.3% | USD 129.93 5.3% | |
| 6701.T (NEC Corporation) | 1,167,700 | JPY 42,891,953 3.4% | JPY 36.732 3.4% | |
| CFLT (Confluent Inc) | 1,305,917 | USD 39,725,995 0.0% | USD 30.42 0.0% | |
| 6702.T (Fujitsu Limited) | 1,313,300 | JPY 37,572,436 4.2% | JPY 28.6092 4.2% | |
| IDCC (InterDigital Inc) | 118,075 | USD 37,082,635 0.7% | USD 314.06 0.7% | |
| CSCO (Cisco Systems Inc) | 483,658 | USD 36,501,669 2.0% | USD 75.47 2.0% | |
| AKAM (Akamai Technologies Inc) | 404,555 | USD 35,948,757 -2.6% | USD 88.86 -2.6% | |
| DDOG (Datadog Inc) | 263,628 | USD 33,085,314 -0.8% | USD 125.5 -0.8% | |
| 3626.T (TIS Inc.) | 990,200 | JPY 32,160,395 0.6% | JPY 32.4787 0.6% | |
| CRWD (Crowdstrike Holdings Inc) | 67,673 | USD 31,672,317 0.2% | USD 468.02 0.2% | |
| WIPRO.BO (Wipro Ltd.) | 10,614,377 | INR 31,087,850 0.4% | INR 2.92884 0.4% | |
| PANW (Palo Alto Networks Inc) | 161,532 | USD 30,828,382 1.0% | USD 190.85 1.0% | |
| 9735.T (SECOM CO., LTD.) | 854,200 | JPY 30,801,398 0.6% | JPY 36.0588 0.6% | |
| BAH (Booz Allen Hamilton Holding) | 313,000 | USD 29,832,030 -1.5% | USD 95.31 -1.5% | |
| OKTA (Okta Inc) | 312,844 | USD 29,429,235 0.5% | USD 94.07 0.5% | |
| FFIV (F5 Networks Inc) | 107,728 | USD 29,066,092 -0.3% | USD 269.81 -0.3% | |
| DLR (Digital Realty Trust Inc) | 177,798 | USD 28,573,917 1.8% | USD 160.71 1.8% | |
| EQIX (Equinix Inc) | 34,820 | USD 27,901,614 2.2% | USD 801.31 2.2% | |
| MIR (Mirion Technologies Inc) | 1,025,383 | USD 27,367,472 0.6% | USD 26.69 0.6% | |
| ACN (Accenture plc) | 98,310 | USD 27,212,208 -1.5% | USD 276.8 -1.5% | |
| DOCU (DocuSign Inc) | 409,139 | USD 26,393,557 -5.6% | USD 64.51 -5.6% | |
| PI (Impinj Inc) | 131,795 | USD 26,298,374 -1.9% | USD 199.54 -1.9% | |
| RBRK (Rubrik, Inc.) | 361,714 | USD 25,616,585 -0.8% | USD 70.82 -0.8% | |
| CHKP (Check Point Software Technologies Ltd) | 137,252 | USD 25,607,106 -1.8% | USD 186.57 -1.8% | |
| FTNT (Fortinet Inc) | 310,507 | USD 24,322,013 -0.4% | USD 78.33 -0.4% | |
| DT (Dynatrace Holdings LLC) | 584,773 | USD 24,197,907 -2.2% | USD 41.38 -2.2% | |
| 4768.T (Otsuka Corporation) | 1,149,800 | JPY 23,490,110 1.0% | JPY 20.4297 1.0% | |
| BCO (Brinks Company) | 190,987 | USD 23,449,384 -1.0% | USD 122.78 -1.0% | |
| ZS (Zscaler Inc) | 106,251 | USD 23,039,998 0.1% | USD 216.845 0.1% | |
| NTNX (Nutanix Inc) | 421,613 | USD 22,181,060 -1.2% | USD 52.61 -1.2% | |
| QLYS (Qualys Inc) | 165,186 | USD 21,992,864 -1.5% | USD 133.14 -1.5% | |
| KD (Kyndryl Holdings Inc) | 782,191 | USD 21,158,267 -1.1% | USD 27.05 -1.1% | |
| CVLT (CommVault Systems Inc) | 168,425 | USD 21,154,180 -1.2% | USD 125.6 -1.2% | |
| S (SentinelOne Inc) | 1,440,859 | USD 21,094,176 -2.7% | USD 14.64 -2.7% | |
| OSIS (OSI Systems Inc) | 76,443 | USD 20,997,363 2.1% | USD 274.68 2.1% | |
| BOX (Box Inc) | 658,506 | USD 18,563,284 -4.7% | USD 28.19 -4.7% | |
| VRNS (Varonis Systems) | 507,845 | USD 17,576,515 -1.8% | USD 34.61 -1.8% | |
| 4704.T (Trend Micro Incorporated) | 419,800 | JPY 17,324,492 0.0% | JPY 41.2684 0.0% | |
| UI (Ubiquiti Networks Inc) | 28,796 | USD 16,903,252 1.1% | USD 587 1.1% | |
| CALX (Calix Inc) | 264,059 | USD 14,351,607 2.0% | USD 54.35 2.0% | |
| ADT (ADT Inc) | 1,686,746 | USD 13,730,112 -0.7% | USD 8.14 -0.7% | |
| 763.HK (ZTE CORP H) | 3,444,200 | HKD 12,919,420 -3.7% | HKD 3.75107 -3.7% | |
| TENB (Tenable Holdings Inc) | 556,626 | USD 12,602,013 -2.0% | USD 22.64 -2.0% | |
| DXC (DXC Technology Co) | 829,506 | USD 12,367,934 -1.7% | USD 14.91 -1.7% | |
| ALRM (Alarm.com Holdings Inc) | 216,155 | USD 11,112,529 -1.1% | USD 51.41 -1.1% | |
| EXTR (Extreme Networks Inc) | 607,918 | USD 9,817,876 3.5% | USD 16.15 3.5% | |
| ASGN (ASGN Inc) | 197,808 | USD 9,653,030 -3.9% | USD 48.8 -3.9% | |
| BB.TO (BlackBerry Ltd) | 2,462,755 | CAD 9,652,644 -2.4% | CAD 3.91945 -2.4% | |
| NTCT (NetScout Systems Inc) | 322,133 | USD 8,884,428 0.6% | USD 27.58 0.6% | |
| AVPT (Avepoint Inc) | 564,841 | USD 7,625,354 -1.0% | USD 13.5 -1.0% | |
| DGII (Digi International Inc) | 168,241 | USD 7,180,526 2.1% | USD 42.68 2.1% | |
| ARLO (Arlo Technologies) | 466,978 | USD 6,453,636 2.1% | USD 13.82 2.1% | |
| NSSC (NAPCO Security Technologies Inc) | 162,733 | USD 6,426,326 -6.9% | USD 39.49 -6.9% | |
| ATEN (A10 Network) | 326,541 | USD 5,642,628 -0.7% | USD 17.28 -0.7% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 399,800 | JPY 5,481,261 1.7% | JPY 13.71 1.7% | |
| 489790.KQ (HANWHA VISION LTD) | 151,519 | KRW 5,119,510 1.5% | KRW 33.7879 1.5% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,471,000 | TWD 5,091,172 -0.5% | TWD 3.46103 -0.5% | |
| 022100.KS (POSCO DX COMPANY LTD) | 233,397 | KRW 4,616,000 5.4% | KRW 19.7775 5.4% | |
| TMV.DE (TeamViewer SE) | 599,636 | EUR 4,314,077 -2.0% | EUR 7.19449 -2.0% | |
| 012750.KS (S-1 CORP) | 81,824 | KRW 4,307,987 3.1% | KRW 52.6494 3.1% | |
| 6214.TW (SYSTEX CORP) | 1,102,000 | TWD 4,075,289 -1.3% | TWD 3.69808 -1.3% | |
| RPD (Rapid7 Inc) | 290,567 | USD 3,972,051 -1.7% | USD 13.67 -1.7% | |
| 5388.TW (SERCOMM CORP) | 1,374,000 | TWD 3,370,074 -2.9% | TWD 2.45275 -2.9% | |
| ADTN (ADTRAN Inc) | 369,167 | USD 3,322,503 -3.8% | USD 9 -3.8% | |
| NTGR (NETGEAR Inc) | 132,374 | USD 3,039,307 -1.5% | USD 22.96 -1.5% | |
| 3076.T (Ai Holdings Corporation) | 169,800 | JPY 3,035,214 -0.4% | JPY 17.8752 -0.4% | |
| 4722.T (Future Corporation) | 219,000 | JPY 2,793,047 0.3% | JPY 12.7536 0.3% | |
| GDYN (Grid Dynamics Holdings Inc) | 297,480 | USD 2,748,715 -4.8% | USD 9.24 -4.8% | |
| 3762.T (TechMatrix Corporation) | 178,200 | JPY 2,653,911 -1.9% | JPY 14.8929 -1.9% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,146,300 | MYR 2,644,855 -1.3% | MYR 1.23229 -1.3% | |
| NCC.L (NCC Group plc) | 1,381,605 | GBP 2,535,928 -0.9% | GBP 1.83549 -0.9% | |
| 4432.T (WingArc1st Inc.) | 106,700 | JPY 2,460,474 -0.5% | JPY 23.0597 -0.5% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,415,964 -0.9% | USD 12.91 -0.9% | |
| 6588.T (Toshiba Tec Corporation) | 117,200 | JPY 2,097,189 0.4% | JPY 17.8941 0.4% | |
| 2326.T (Digital Arts Inc.) | 52,800 | JPY 2,036,455 -0.9% | JPY 38.5692 -0.9% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 2,914,000 | HKD 2,035,947 0.5% | HKD 0.698678 0.5% | |
| TNXT.MI (Tinexta Spa) | 100,948 | EUR 1,780,684 -0.3% | EUR 17.6396 -0.3% | |
| TEJASNET.BO (Tejas Networks Limited) | 376,890 | INR 1,568,874 -0.6% | INR 4.16268 -0.6% | |
| 3059.TW (ALTEK CORP) | 1,262,094 | TWD 1,555,777 -1.5% | TWD 1.23269 -1.5% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 516,000 | TWD 1,528,200 -0.7% | TWD 2.96163 -0.7% | |
| 3962.T (CHANGE Holdings,Inc.) | 195,500 | JPY 1,298,946 3.1% | JPY 6.64423 3.1% | |
| 3844.T (Comture Corporation) | 114,200 | JPY 1,242,343 0.0% | JPY 10.8787 0.0% | |
| 050890.KQ (SOLiD, Inc.) | 248,374 | KRW 1,228,473 0.1% | KRW 4.94606 0.1% | |
| OVH.PA (OVH Groupe SAS) | 125,545 | EUR 1,184,076 1.6% | EUR 9.43149 1.6% | |
| 2332.TW (D-LINK CORP) | 2,404,000 | TWD 1,177,761 1.0% | TWD 0.489917 1.0% | |
| UIS (Unisys Corporation) | 315,136 | USD 1,024,192 -3.8% | USD 3.25 -3.8% | |
| 053800.KQ (AhnLab, Inc.) | 24,791 | KRW 1,009,200 0.1% | KRW 40.7083 0.1% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 436,131 | USD 102,168,048 1.6% | USD 234.26 1.6% | |
| MDB (MongoDB) | 148,381 | USD 62,051,450 2.5% | USD 418.19 2.5% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,205,000 | TWD 45,902,948 -0.8% | TWD 38.0937 -0.8% | |
| ANET (Arista Networks) | 337,175 | USD 41,614,139 0.4% | USD 123.42 0.4% | |
| 6701.T (NEC Corporation) | 1,167,700 | JPY 41,487,338 -0.1% | JPY 35.5291 -0.1% | |
| CFLT (Confluent Inc) | 1,305,917 | USD 39,739,054 0.2% | USD 30.43 0.2% | |
| AKAM (Akamai Technologies Inc) | 404,555 | USD 36,923,735 3.6% | USD 91.27 3.6% | |
| IDCC (InterDigital Inc) | 118,075 | USD 36,840,581 0.9% | USD 312.01 0.9% | |
| 6702.T (Fujitsu Limited) | 1,313,300 | JPY 36,051,210 -0.1% | JPY 27.4509 -0.1% | |
| CSCO (Cisco Systems Inc) | 483,658 | USD 35,795,529 0.2% | USD 74.01 0.2% | |
| DDOG (Datadog Inc) | 263,628 | USD 33,367,396 0.9% | USD 126.57 0.9% | |
| 3626.T (TIS Inc.) | 990,200 | JPY 31,983,795 -0.1% | JPY 32.3003 -0.1% | |
| CRWD (Crowdstrike Holdings Inc) | 67,673 | USD 31,602,614 -0.8% | USD 466.99 -0.8% | |
| WIPRO.BO (Wipro Ltd.) | 10,614,377 | INR 30,973,867 0.4% | INR 2.91811 0.4% | |
| 9735.T (SECOM CO., LTD.) | 854,200 | JPY 30,613,948 -0.1% | JPY 35.8393 -0.1% | |
| PANW (Palo Alto Networks Inc) | 161,532 | USD 30,510,164 -0.1% | USD 188.88 -0.1% | |
| BAH (Booz Allen Hamilton Holding) | 313,000 | USD 30,289,010 0.6% | USD 96.77 0.6% | |
| OKTA (Okta Inc) | 312,844 | USD 29,272,813 1.5% | USD 93.57 1.5% | |
| FFIV (F5 Networks Inc) | 107,728 | USD 29,146,888 0.5% | USD 270.56 0.5% | |
| DLR (Digital Realty Trust Inc) | 177,798 | USD 28,068,970 -0.4% | USD 157.87 -0.4% | |
| DOCU (DocuSign Inc) | 409,139 | USD 27,948,285 -0.7% | USD 68.31 -0.7% | |
| ACN (Accenture plc) | 98,310 | USD 27,621,178 0.1% | USD 280.96 0.1% | |
| EQIX (Equinix Inc) | 34,820 | USD 27,294,005 -2.1% | USD 783.86 -2.1% | |
| MIR (Mirion Technologies Inc) | 1,025,383 | USD 27,213,665 2.2% | USD 26.54 2.2% | |
| PI (Impinj Inc) | 131,795 | USD 26,808,421 -2.7% | USD 203.41 -2.7% | |
| CHKP (Check Point Software Technologies Ltd) | 137,252 | USD 26,077,880 -1.4% | USD 190 -1.4% | |
| RBRK (Rubrik, Inc.) | 361,714 | USD 25,815,528 1.1% | USD 71.37 1.1% | |
| DT (Dynatrace Holdings LLC) | 584,773 | USD 24,735,898 0.0% | USD 42.3 0.0% | |
| FTNT (Fortinet Inc) | 310,507 | USD 24,424,481 -0.7% | USD 78.66 -0.7% | |
| BCO (Brinks Company) | 190,987 | USD 23,690,027 -2.3% | USD 124.04 -2.3% | |
| 4768.T (Otsuka Corporation) | 1,149,800 | JPY 23,264,606 -0.1% | JPY 20.2336 -0.1% | |
| ZS (Zscaler Inc) | 106,251 | USD 23,017,154 0.0% | USD 216.63 0.0% | |
| NTNX (Nutanix Inc) | 421,613 | USD 22,450,892 -0.5% | USD 53.25 -0.5% | |
| QLYS (Qualys Inc) | 165,186 | USD 22,334,799 1.5% | USD 135.21 1.5% | |
| S (SentinelOne Inc) | 1,440,859 | USD 21,670,519 -0.5% | USD 15.04 -0.5% | |
| CVLT (CommVault Systems Inc) | 168,425 | USD 21,420,292 2.4% | USD 127.18 2.4% | |
| KD (Kyndryl Holdings Inc) | 782,191 | USD 21,385,102 0.3% | USD 27.34 0.3% | |
| OSIS (OSI Systems Inc) | 76,443 | USD 20,572,340 -3.5% | USD 269.12 -3.5% | |
| BOX (Box Inc) | 658,506 | USD 19,478,607 -0.4% | USD 29.58 -0.4% | |
| VRNS (Varonis Systems) | 507,845 | USD 17,906,615 0.0% | USD 35.26 0.0% | |
| 4704.T (Trend Micro Incorporated) | 419,800 | JPY 17,320,355 -0.1% | JPY 41.2586 -0.1% | |
| UI (Ubiquiti Networks Inc) | 28,796 | USD 16,712,622 3.7% | USD 580.38 3.7% | |
| CALX (Calix Inc) | 264,059 | USD 14,071,704 3.0% | USD 53.29 3.0% | |
| ADT (ADT Inc) | 1,686,746 | USD 13,831,317 -0.6% | USD 8.2 -0.6% | |
| 763.HK (ZTE CORP H) | 3,444,200 | HKD 13,420,653 4.7% | HKD 3.8966 4.7% | |
| TENB (Tenable Holdings Inc) | 556,626 | USD 12,858,061 -0.7% | USD 23.1 -0.7% | |
| DXC (DXC Technology Co) | 829,506 | USD 12,583,606 -1.4% | USD 15.17 -1.4% | |
| ALRM (Alarm.com Holdings Inc) | 216,155 | USD 11,231,414 0.1% | USD 51.96 0.1% | |
| ASGN (ASGN Inc) | 197,808 | USD 10,048,646 -0.8% | USD 50.8 -0.8% | |
| BB.TO (BlackBerry Ltd) | 2,462,755 | CAD 9,887,588 4.4% | CAD 4.01485 4.4% | |
| EXTR (Extreme Networks Inc) | 607,918 | USD 9,483,521 -0.1% | USD 15.6 -0.1% | |
| NTCT (NetScout Systems Inc) | 322,133 | USD 8,832,887 1.9% | USD 27.42 1.9% | |
| AVPT (Avepoint Inc) | 564,841 | USD 7,698,783 0.1% | USD 13.63 0.1% | |
| DGII (Digi International Inc) | 168,241 | USD 7,035,839 2.4% | USD 41.82 2.4% | |
| NSSC (NAPCO Security Technologies Inc) | 162,733 | USD 6,903,134 0.6% | USD 42.42 0.6% | |
| ARLO (Arlo Technologies) | 466,978 | USD 6,322,882 -0.3% | USD 13.54 -0.3% | |
| ATEN (A10 Network) | 326,541 | USD 5,681,813 1.0% | USD 17.4 1.0% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 399,800 | JPY 5,391,244 -0.1% | JPY 13.4849 -0.1% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,471,000 | TWD 5,115,309 | TWD 3.47744 | |
| 489790.KQ (HANWHA VISION LTD) | 151,519 | KRW 5,045,131 -0.9% | KRW 33.297 -0.9% | |
| TMV.DE (TeamViewer SE) | 599,636 | EUR 4,402,610 5.3% | EUR 7.34214 5.3% | |
| 022100.KS (POSCO DX COMPANY LTD) | 233,397 | KRW 4,378,379 1.1% | KRW 18.7594 1.1% | |
| 012750.KS (S-1 CORP) | 81,824 | KRW 4,178,674 2.4% | KRW 51.069 2.4% | |
| 6214.TW (SYSTEX CORP) | 1,102,000 | TWD 4,128,254 1.7% | TWD 3.74615 1.7% | |
| RPD (Rapid7 Inc) | 290,567 | USD 4,041,787 -1.3% | USD 13.91 -1.3% | |
| 5388.TW (SERCOMM CORP) | 1,374,000 | TWD 3,470,564 1.8% | TWD 2.52588 1.8% | |
| ADTN (ADTRAN Inc) | 369,167 | USD 3,455,403 6.2% | USD 9.36 6.2% | |
| NTGR (NETGEAR Inc) | 132,374 | USD 3,086,962 -1.5% | USD 23.32 -1.5% | |
| 3076.T (Ai Holdings Corporation) | 169,800 | JPY 3,046,521 -0.1% | JPY 17.9418 -0.1% | |
| GDYN (Grid Dynamics Holdings Inc) | 297,480 | USD 2,888,531 1.7% | USD 9.71 1.7% | |
| 4722.T (Future Corporation) | 219,000 | JPY 2,784,033 -0.1% | JPY 12.7125 -0.1% | |
| 3762.T (TechMatrix Corporation) | 178,200 | JPY 2,704,222 -0.1% | JPY 15.1752 -0.1% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,146,300 | MYR 2,678,582 1.7% | MYR 1.248 1.7% | |
| NCC.L (NCC Group plc) | 1,381,605 | GBP 2,558,088 -1.0% | GBP 1.85153 -1.0% | |
| 4432.T (WingArc1st Inc.) | 106,700 | JPY 2,472,362 -0.1% | JPY 23.1712 -0.1% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,438,421 -0.5% | USD 13.03 -0.5% | |
| 6588.T (Toshiba Tec Corporation) | 117,200 | JPY 2,089,425 -0.1% | JPY 17.8279 -0.1% | |
| 2326.T (Digital Arts Inc.) | 52,800 | JPY 2,055,775 -0.1% | JPY 38.9351 -0.1% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 2,914,000 | HKD 2,025,752 4.0% | HKD 0.695179 4.0% | |
| TNXT.MI (Tinexta Spa) | 100,948 | EUR 1,786,601 0.4% | EUR 17.6982 0.4% | |
| 3059.TW (ALTEK CORP) | 1,262,094 | TWD 1,579,986 -2.1% | TWD 1.25188 -2.1% | |
| TEJASNET.BO (Tejas Networks Limited) | 376,890 | INR 1,578,435 -9.5% | INR 4.18805 -9.5% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 516,000 | TWD 1,538,253 3.3% | TWD 2.98111 3.3% | |
| 3962.T (CHANGE Holdings,Inc.) | 195,500 | JPY 1,259,973 -0.1% | JPY 6.44487 -0.1% | |
| 3844.T (Comture Corporation) | 114,200 | JPY 1,242,821 -0.1% | JPY 10.8828 -0.1% | |
| 050890.KQ (SOLiD, Inc.) | 248,374 | KRW 1,227,833 -1.5% | KRW 4.94348 -1.5% | |
| 2332.TW (D-LINK CORP) | 2,404,000 | TWD 1,166,566 3.7% | TWD 0.48526 3.7% | |
| OVH.PA (OVH Groupe SAS) | 125,545 | EUR 1,165,960 1.5% | EUR 9.28719 1.5% | |
| UIS (Unisys Corporation) | 315,136 | USD 1,065,160 5.3% | USD 3.38 5.3% | |
| 053800.KQ (AhnLab, Inc.) | 24,791 | KRW 1,007,778 -1.0% | KRW 40.651 -1.0% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 436,131 | USD 100,554,363 2.4% | USD 230.56 2.4% | |
| MDB (MongoDB) | 148,381 | USD 60,557,254 -1.3% | USD 408.12 -1.3% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,205,000 | TWD 46,283,885 -4.1% | TWD 38.4099 -4.1% | |
| 6701.T (NEC Corporation) | 1,167,700 | JPY 41,508,360 -1.2% | JPY 35.5471 -1.2% | |
| ANET (Arista Networks) | 337,175 | USD 41,435,436 -0.7% | USD 122.89 -0.7% | |
| CFLT (Confluent Inc) | 1,305,917 | USD 39,647,640 -0.2% | USD 30.36 -0.2% | |
| IDCC (InterDigital Inc) | 118,075 | USD 36,495,802 0.8% | USD 309.09 0.8% | |
| 6702.T (Fujitsu Limited) | 1,313,300 | JPY 36,069,478 -1.8% | JPY 27.4648 -1.8% | |
| CSCO (Cisco Systems Inc) | 483,658 | USD 35,732,653 -0.1% | USD 73.88 -0.1% | |
| AKAM (Akamai Technologies Inc) | 404,555 | USD 35,649,387 2.8% | USD 88.12 2.8% | |
| DDOG (Datadog Inc) | 263,628 | USD 33,082,678 -4.0% | USD 125.49 -4.0% | |
| 3626.T (TIS Inc.) | 990,200 | JPY 32,000,003 -2.7% | JPY 32.3167 -2.7% | |
| CRWD (Crowdstrike Holdings Inc) | 67,673 | USD 31,847,591 1.5% | USD 470.61 1.5% | |
| WIPRO.BO (Wipro Ltd.) | 10,614,377 | INR 30,837,199 -0.2% | INR 2.90523 -0.2% | |
| 9735.T (SECOM CO., LTD.) | 854,200 | JPY 30,629,461 -0.1% | JPY 35.8575 -0.1% | |
| PANW (Palo Alto Networks Inc) | 161,532 | USD 30,532,779 -0.9% | USD 189.02 -0.9% | |
| BAH (Booz Allen Hamilton Holding) | 313,000 | USD 30,104,340 2.1% | USD 96.18 2.1% | |
| FFIV (F5 Networks Inc) | 107,728 | USD 29,012,228 0.0% | USD 269.31 0.0% | |
| OKTA (Okta Inc) | 312,844 | USD 28,853,602 -1.8% | USD 92.23 -1.8% | |
| DLR (Digital Realty Trust Inc) | 177,798 | USD 28,189,873 3.7% | USD 158.55 3.7% | |
| DOCU (DocuSign Inc) | 409,139 | USD 28,152,855 -1.4% | USD 68.81 -1.4% | |
| EQIX (Equinix Inc) | 34,820 | USD 27,868,187 2.4% | USD 800.35 2.4% | |
| ACN (Accenture plc) | 98,310 | USD 27,592,668 -0.4% | USD 280.67 -0.4% | |
| PI (Impinj Inc) | 131,795 | USD 27,566,242 0.3% | USD 209.16 0.3% | |
| MIR (Mirion Technologies Inc) | 1,025,383 | USD 26,629,197 7.0% | USD 25.97 7.0% | |
| CHKP (Check Point Software Technologies Ltd) | 137,252 | USD 26,444,343 1.0% | USD 192.67 1.0% | |
| RBRK (Rubrik, Inc.) | 361,714 | USD 25,522,540 -1.5% | USD 70.56 -1.5% | |
| DT (Dynatrace Holdings LLC) | 584,773 | USD 24,724,202 -1.2% | USD 42.28 -1.2% | |
| FTNT (Fortinet Inc) | 310,507 | USD 24,598,365 1.5% | USD 79.22 1.5% | |
| BCO (Brinks Company) | 190,987 | USD 24,241,980 2.4% | USD 126.93 2.4% | |
| 4768.T (Otsuka Corporation) | 1,149,800 | JPY 23,276,395 -1.9% | JPY 20.2439 -1.9% | |
| ZS (Zscaler Inc) | 106,251 | USD 23,027,779 -1.6% | USD 216.73 -1.6% | |
| NTNX (Nutanix Inc) | 421,613 | USD 22,560,512 0.8% | USD 53.51 0.8% | |
| QLYS (Qualys Inc) | 165,186 | USD 21,994,516 -0.2% | USD 133.15 -0.2% | |
| S (SentinelOne Inc) | 1,440,859 | USD 21,785,788 -1.4% | USD 15.12 -1.4% | |
| OSIS (OSI Systems Inc) | 76,443 | USD 21,321,482 -0.2% | USD 278.92 -0.2% | |
| KD (Kyndryl Holdings Inc) | 782,191 | USD 21,314,705 0.0% | USD 27.25 0.0% | |
| CVLT (CommVault Systems Inc) | 168,425 | USD 20,913,332 0.0% | USD 124.17 0.0% | |
| BOX (Box Inc) | 658,506 | USD 19,564,213 0.5% | USD 29.71 0.5% | |
| VRNS (Varonis Systems) | 507,845 | USD 17,901,536 -1.4% | USD 35.25 -1.4% | |
| 4704.T (Trend Micro Incorporated) | 419,800 | JPY 17,329,131 -1.1% | JPY 41.2795 -1.1% | |
| UI (Ubiquiti Networks Inc) | 28,796 | USD 16,123,168 2.0% | USD 559.91 2.0% | |
| ADT (ADT Inc) | 1,686,746 | USD 13,915,655 | USD 8.25 | |
| CALX (Calix Inc) | 264,059 | USD 13,662,413 0.5% | USD 51.74 0.5% | |
| TENB (Tenable Holdings Inc) | 556,626 | USD 12,952,687 -1.2% | USD 23.27 -1.2% | |
| 763.HK (ZTE CORP H) | 3,444,200 | HKD 12,822,245 -0.3% | HKD 3.72285 -0.3% | |
| DXC (DXC Technology Co) | 829,506 | USD 12,757,802 2.1% | USD 15.38 2.1% | |
| ALRM (Alarm.com Holdings Inc) | 216,155 | USD 11,224,929 0.0% | USD 51.93 0.0% | |
| ASGN (ASGN Inc) | 197,808 | USD 10,129,748 1.4% | USD 51.21 1.4% | |
| EXTR (Extreme Networks Inc) | 607,918 | USD 9,495,679 -1.5% | USD 15.62 -1.5% | |
| BB.TO (BlackBerry Ltd) | 2,462,755 | CAD 9,468,725 -0.4% | CAD 3.84477 -0.4% | |
| NTCT (NetScout Systems Inc) | 322,133 | USD 8,668,599 -1.1% | USD 26.91 -1.1% | |
| AVPT (Avepoint Inc) | 564,841 | USD 7,693,134 -0.4% | USD 13.62 -0.4% | |
| DGII (Digi International Inc) | 168,241 | USD 6,870,962 -3.6% | USD 40.84 -3.6% | |
| NSSC (NAPCO Security Technologies Inc) | 162,733 | USD 6,859,196 -0.2% | USD 42.15 -0.2% | |
| ARLO (Arlo Technologies) | 466,978 | USD 6,341,561 -1.9% | USD 13.58 -1.9% | |
| ATEN (A10 Network) | 326,541 | USD 5,626,301 -0.5% | USD 17.23 -0.5% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 399,800 | JPY 5,393,976 1.9% | JPY 13.4917 1.9% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,471,000 | TWD 5,115,309 -0.2% | TWD 3.47744 -0.2% | |
| 489790.KQ (HANWHA VISION LTD) | 151,519 | KRW 5,091,679 1.8% | KRW 33.6042 1.8% | |
| 022100.KS (POSCO DX COMPANY LTD) | 233,397 | KRW 4,329,725 -0.9% | KRW 18.5509 -0.9% | |
| TMV.DE (TeamViewer SE) | 599,636 | EUR 4,181,237 4.1% | EUR 6.97296 4.1% | |
| RPD (Rapid7 Inc) | 290,567 | USD 4,094,089 -1.0% | USD 14.09 -1.0% | |
| 012750.KS (S-1 CORP) | 81,824 | KRW 4,079,556 -0.5% | KRW 49.8577 -0.5% | |
| 6214.TW (SYSTEX CORP) | 1,102,000 | TWD 4,058,579 0.2% | TWD 3.68292 0.2% | |
| 5388.TW (SERCOMM CORP) | 1,374,000 | TWD 3,409,753 -0.6% | TWD 2.48163 -0.6% | |
| ADTN (ADTRAN Inc) | 369,167 | USD 3,252,361 -0.2% | USD 8.81 -0.2% | |
| NTGR (NETGEAR Inc) | 132,374 | USD 3,134,616 1.4% | USD 23.68 1.4% | |
| 3076.T (Ai Holdings Corporation) | 169,800 | JPY 3,048,065 -0.3% | JPY 17.9509 -0.3% | |
| GDYN (Grid Dynamics Holdings Inc) | 297,480 | USD 2,840,934 -3.1% | USD 9.55 -3.1% | |
| 4722.T (Future Corporation) | 219,000 | JPY 2,785,444 -0.3% | JPY 12.7189 -0.3% | |
| 3762.T (TechMatrix Corporation) | 178,200 | JPY 2,705,592 -1.9% | JPY 15.1829 -1.9% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,146,300 | MYR 2,634,467 1.4% | MYR 1.22745 1.4% | |
| NCC.L (NCC Group plc) | 1,381,605 | GBP 2,584,346 0.3% | GBP 1.87054 0.3% | |
| 4432.T (WingArc1st Inc.) | 106,700 | JPY 2,473,615 -2.1% | JPY 23.1829 -2.1% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,451,521 0.6% | USD 13.1 0.6% | |
| 6588.T (Toshiba Tec Corporation) | 117,200 | JPY 2,090,484 0.0% | JPY 17.8369 0.0% | |
| 2326.T (Digital Arts Inc.) | 52,800 | JPY 2,056,817 0.0% | JPY 38.9549 0.0% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 2,914,000 | HKD 1,947,626 10.8% | HKD 0.668369 10.8% | |
| TNXT.MI (Tinexta Spa) | 100,948 | EUR 1,779,155 0.0% | EUR 17.6245 0.0% | |
| TEJASNET.BO (Tejas Networks Limited) | 376,890 | INR 1,743,688 -5.7% | INR 4.62652 -5.7% | |
| 3059.TW (ALTEK CORP) | 1,262,094 | TWD 1,613,900 0.4% | TWD 1.27875 0.4% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 516,000 | TWD 1,489,316 0.6% | TWD 2.88627 0.6% | |
| 3962.T (CHANGE Holdings,Inc.) | 195,500 | JPY 1,260,611 -0.1% | JPY 6.44814 -0.1% | |
| 050890.KQ (SOLiD, Inc.) | 248,374 | KRW 1,246,852 1.7% | KRW 5.02006 1.7% | |
| 3844.T (Comture Corporation) | 114,200 | JPY 1,243,451 -0.1% | JPY 10.8884 -0.1% | |
| OVH.PA (OVH Groupe SAS) | 125,545 | EUR 1,148,715 2.4% | EUR 9.14983 2.4% | |
| 2332.TW (D-LINK CORP) | 2,404,000 | TWD 1,124,767 -2.5% | TWD 0.467873 -2.5% | |
| 053800.KQ (AhnLab, Inc.) | 24,791 | KRW 1,018,401 0.3% | KRW 41.0795 0.3% | |
| UIS (Unisys Corporation) | 315,136 | USD 1,011,587 2.6% | USD 3.21 2.6% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 436,131 | USD 98,221,063 -13.1% | USD 225.21 -13.1% | |
| MDB (MongoDB) | 148,381 | USD 61,358,511 -6.1% | USD 413.52 -6.1% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,205,000 | TWD 48,287,031 4.7% | TWD 40.0722 4.7% | |
| 6701.T (NEC Corporation) | 1,167,700 | JPY 41,998,938 0.6% | JPY 35.9672 0.6% | |
| ANET (Arista Networks) | 337,175 | USD 41,715,291 -4.9% | USD 123.72 -4.9% | |
| CFLT (Confluent Inc) | 1,305,917 | USD 39,725,995 0.8% | USD 30.42 0.8% | |
| 6702.T (Fujitsu Limited) | 1,313,300 | JPY 36,737,069 0.3% | JPY 27.9731 0.3% | |
| IDCC (InterDigital Inc) | 118,075 | USD 36,212,422 -0.8% | USD 306.69 -0.8% | |
| CSCO (Cisco Systems Inc) | 483,658 | USD 35,771,346 -1.0% | USD 73.96 -1.0% | |
| AKAM (Akamai Technologies Inc) | 404,555 | USD 34,674,409 -2.8% | USD 85.71 -2.8% | |
| DDOG (Datadog Inc) | 263,628 | USD 34,450,907 -7.6% | USD 130.68 -7.6% | |
| 3626.T (TIS Inc.) | 990,200 | JPY 32,894,095 0.0% | JPY 33.2196 0.0% | |
| CRWD (Crowdstrike Holdings Inc) | 67,673 | USD 31,391,475 -3.1% | USD 463.87 -3.1% | |
| WIPRO.BO (Wipro Ltd.) | 10,614,377 | INR 30,913,772 -3.3% | INR 2.91244 -3.3% | |
| PANW (Palo Alto Networks Inc) | 161,532 | USD 30,820,306 -1.6% | USD 190.8 -1.6% | |
| 9735.T (SECOM CO., LTD.) | 854,200 | JPY 30,663,310 0.5% | JPY 35.8971 0.5% | |
| BAH (Booz Allen Hamilton Holding) | 313,000 | USD 29,490,860 4.4% | USD 94.22 4.4% | |
| OKTA (Okta Inc) | 312,844 | USD 29,385,437 0.1% | USD 93.93 0.1% | |
| FFIV (F5 Networks Inc) | 107,728 | USD 29,023,000 0.6% | USD 269.41 0.6% | |
| DOCU (DocuSign Inc) | 409,139 | USD 28,557,902 0.3% | USD 69.8 0.3% | |
| ACN (Accenture plc) | 98,310 | USD 27,705,724 2.9% | USD 281.82 2.9% | |
| PI (Impinj Inc) | 131,795 | USD 27,475,304 6.5% | USD 208.47 6.5% | |
| EQIX (Equinix Inc) | 34,820 | USD 27,225,062 0.7% | USD 781.88 0.7% | |
| DLR (Digital Realty Trust Inc) | 177,798 | USD 27,190,648 -1.3% | USD 152.93 -1.3% | |
| CHKP (Check Point Software Technologies Ltd) | 137,252 | USD 26,182,192 0.6% | USD 190.76 0.6% | |
| RBRK (Rubrik, Inc.) | 361,714 | USD 25,924,042 -6.8% | USD 71.67 -6.8% | |
| DT (Dynatrace Holdings LLC) | 584,773 | USD 25,022,437 -2.4% | USD 42.79 -2.4% | |
| MIR (Mirion Technologies Inc) | 1,025,383 | USD 24,875,792 -0.6% | USD 24.26 -0.6% | |
| FTNT (Fortinet Inc) | 310,507 | USD 24,235,071 -2.5% | USD 78.05 -2.5% | |
| 4768.T (Otsuka Corporation) | 1,149,800 | JPY 23,719,458 0.6% | JPY 20.6292 0.6% | |
| BCO (Brinks Company) | 190,987 | USD 23,663,289 4.1% | USD 123.9 4.1% | |
| ZS (Zscaler Inc) | 106,251 | USD 23,409,220 -4.7% | USD 220.32 -4.7% | |
| NTNX (Nutanix Inc) | 421,613 | USD 22,391,866 -0.3% | USD 53.11 -0.3% | |
| S (SentinelOne Inc) | 1,440,859 | USD 22,088,368 -1.3% | USD 15.33 -1.3% | |
| QLYS (Qualys Inc) | 165,186 | USD 22,029,205 1.1% | USD 133.36 1.1% | |
| OSIS (OSI Systems Inc) | 76,443 | USD 21,374,227 1.8% | USD 279.61 1.8% | |
| KD (Kyndryl Holdings Inc) | 782,191 | USD 21,322,527 0.6% | USD 27.26 0.6% | |
| CVLT (CommVault Systems Inc) | 168,425 | USD 20,908,280 -3.4% | USD 124.14 -3.4% | |
| BOX (Box Inc) | 658,506 | USD 19,472,022 -1.5% | USD 29.57 -1.5% | |
| VRNS (Varonis Systems) | 507,845 | USD 18,155,459 0.9% | USD 35.75 0.9% | |
| 4704.T (Trend Micro Incorporated) | 419,800 | JPY 17,529,022 0.1% | JPY 41.7556 0.1% | |
| UI (Ubiquiti Networks Inc) | 28,796 | USD 15,814,763 -2.5% | USD 549.2 -2.5% | |
| ADT (ADT Inc) | 1,686,746 | USD 13,915,655 0.6% | USD 8.25 0.6% | |
| CALX (Calix Inc) | 264,059 | USD 13,599,039 -2.2% | USD 51.5 -2.2% | |
| TENB (Tenable Holdings Inc) | 556,626 | USD 13,114,109 -1.4% | USD 23.56 -1.4% | |
| 763.HK (ZTE CORP H) | 3,444,200 | HKD 12,863,203 3.6% | HKD 3.73474 3.6% | |
| DXC (DXC Technology Co) | 829,506 | USD 12,492,360 1.0% | USD 15.06 1.0% | |
| ALRM (Alarm.com Holdings Inc) | 216,155 | USD 11,227,091 -0.5% | USD 51.94 -0.5% | |
| ASGN (ASGN Inc) | 197,808 | USD 9,985,348 4.4% | USD 50.48 4.4% | |
| EXTR (Extreme Networks Inc) | 607,918 | USD 9,635,500 -1.8% | USD 15.85 -1.8% | |
| BB.TO (BlackBerry Ltd) | 2,462,755 | CAD 9,506,648 -1.1% | CAD 3.86017 -1.1% | |
| NTCT (NetScout Systems Inc) | 322,133 | USD 8,762,018 -1.9% | USD 27.2 -1.9% | |
| AVPT (Avepoint Inc) | 564,841 | USD 7,721,376 -2.4% | USD 13.67 -2.4% | |
| DGII (Digi International Inc) | 168,241 | USD 7,128,371 -1.1% | USD 42.37 -1.1% | |
| NSSC (NAPCO Security Technologies Inc) | 162,733 | USD 6,875,469 2.8% | USD 42.25 2.8% | |
| ARLO (Arlo Technologies) | 466,978 | USD 6,462,976 -0.5% | USD 13.84 -0.5% | |
| ATEN (A10 Network) | 326,541 | USD 5,655,690 -1.4% | USD 17.32 -1.4% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 399,800 | JPY 5,291,077 0.0% | JPY 13.2343 0.0% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,471,000 | TWD 5,125,760 1.1% | TWD 3.48454 1.1% | |
| 489790.KQ (HANWHA VISION LTD) | 151,519 | KRW 5,003,626 -1.6% | KRW 33.0231 -1.6% | |
| 022100.KS (POSCO DX COMPANY LTD) | 233,397 | KRW 4,368,651 -4.5% | KRW 18.7177 -4.5% | |
| RPD (Rapid7 Inc) | 290,567 | USD 4,134,768 -2.6% | USD 14.23 -2.6% | |
| 012750.KS (S-1 CORP) | 81,824 | KRW 4,101,072 1.5% | KRW 50.1206 1.5% | |
| 6214.TW (SYSTEX CORP) | 1,102,000 | TWD 4,049,417 0.2% | TWD 3.67461 0.2% | |
| TMV.DE (TeamViewer SE) | 599,636 | EUR 4,015,505 -0.6% | EUR 6.69657 -0.6% | |
| 5388.TW (SERCOMM CORP) | 1,374,000 | TWD 3,429,777 -1.3% | TWD 2.4962 -1.3% | |
| ADTN (ADTRAN Inc) | 369,167 | USD 3,259,745 | USD 8.83 | |
| NTGR (NETGEAR Inc) | 132,374 | USD 3,090,933 -2.7% | USD 23.35 -2.7% | |
| 3076.T (Ai Holdings Corporation) | 169,800 | JPY 3,056,865 -0.8% | JPY 18.0027 -0.8% | |
| GDYN (Grid Dynamics Holdings Inc) | 297,480 | USD 2,933,153 -0.6% | USD 9.86 -0.6% | |
| 4722.T (Future Corporation) | 219,000 | JPY 2,795,002 0.2% | JPY 12.7626 0.2% | |
| 3762.T (TechMatrix Corporation) | 178,200 | JPY 2,757,093 3.6% | JPY 15.4719 3.6% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,146,300 | MYR 2,599,334 1.1% | MYR 1.21108 1.1% | |
| NCC.L (NCC Group plc) | 1,381,605 | GBP 2,577,633 1.8% | GBP 1.86568 1.8% | |
| 4432.T (WingArc1st Inc.) | 106,700 | JPY 2,526,953 1.1% | JPY 23.6828 1.1% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,436,550 -1.1% | USD 13.02 -1.1% | |
| 6588.T (Toshiba Tec Corporation) | 117,200 | JPY 2,091,243 -0.5% | JPY 17.8434 -0.5% | |
| 2326.T (Digital Arts Inc.) | 52,800 | JPY 2,056,596 1.2% | JPY 38.9507 1.2% | |
| TEJASNET.BO (Tejas Networks Limited) | 376,890 | INR 1,849,127 -1.8% | INR 4.90628 -1.8% | |
| TNXT.MI (Tinexta Spa) | 100,948 | EUR 1,779,520 -1.0% | EUR 17.6281 -1.0% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 2,914,000 | HKD 1,757,742 -2.2% | HKD 0.603206 -2.2% | |
| 3059.TW (ALTEK CORP) | 1,262,094 | TWD 1,607,203 -2.2% | TWD 1.27344 -2.2% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 516,000 | TWD 1,480,917 -0.7% | TWD 2.86999 -0.7% | |
| 3962.T (CHANGE Holdings,Inc.) | 195,500 | JPY 1,262,496 0.0% | JPY 6.45778 0.0% | |
| 3844.T (Comture Corporation) | 114,200 | JPY 1,244,177 0.0% | JPY 10.8947 0.0% | |
| 050890.KQ (SOLiD, Inc.) | 248,374 | KRW 1,226,031 -4.9% | KRW 4.93623 -4.9% | |
| 2332.TW (D-LINK CORP) | 2,404,000 | TWD 1,153,719 -1.9% | TWD 0.479916 -1.9% | |
| OVH.PA (OVH Groupe SAS) | 125,545 | EUR 1,121,938 1.8% | EUR 8.93654 1.8% | |
| 053800.KQ (AhnLab, Inc.) | 24,791 | KRW 1,015,226 -0.8% | KRW 40.9514 -0.8% | |
| UIS (Unisys Corporation) | 315,136 | USD 986,376 8.7% | USD 3.13 8.7% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 436,131 | USD 113,075,684 2.0% | USD 259.27 2.0% | |
| MDB (MongoDB) | 148,381 | USD 65,376,669 1.1% | USD 440.6 1.1% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,205,000 | TWD 46,121,655 -2.7% | TWD 38.2752 -2.7% | |
| ANET (Arista Networks) | 337,175 | USD 43,859,724 -1.9% | USD 130.08 -1.9% | |
| 6701.T (NEC Corporation) | 1,167,700 | JPY 41,732,848 -1.6% | JPY 35.7394 -1.6% | |
| CFLT (Confluent Inc) | 1,305,917 | USD 39,412,575 | USD 30.18 | |
| DDOG (Datadog Inc) | 263,628 | USD 37,288,862 3.2% | USD 141.445 3.2% | |
| 6702.T (Fujitsu Limited) | 1,313,300 | JPY 36,643,995 0.7% | JPY 27.9022 0.7% | |
| IDCC (InterDigital Inc) | 118,075 | USD 36,512,332 0.1% | USD 309.23 0.1% | |
| CSCO (Cisco Systems Inc) | 483,658 | USD 36,138,926 -0.7% | USD 74.72 -0.7% | |
| AKAM (Akamai Technologies Inc) | 404,555 | USD 35,673,660 -0.6% | USD 88.18 -0.6% | |
| 3626.T (TIS Inc.) | 990,200 | JPY 32,892,916 -0.8% | JPY 33.2185 -0.8% | |
| CRWD (Crowdstrike Holdings Inc) | 67,673 | USD 32,409,276 4.5% | USD 478.91 4.5% | |
| WIPRO.BO (Wipro Ltd.) | 10,614,377 | INR 31,973,007 2.3% | INR 3.01224 2.3% | |
| PANW (Palo Alto Networks Inc) | 161,532 | USD 31,321,055 4.3% | USD 193.9 4.3% | |
| 9735.T (SECOM CO., LTD.) | 854,200 | JPY 30,523,108 -0.5% | JPY 35.733 -0.5% | |
| OKTA (Okta Inc) | 312,844 | USD 29,357,281 3.9% | USD 93.84 3.9% | |
| FFIV (F5 Networks Inc) | 107,728 | USD 28,862,486 -1.0% | USD 267.92 -1.0% | |
| DOCU (DocuSign Inc) | 409,139 | USD 28,463,800 6.7% | USD 69.57 6.7% | |
| BAH (Booz Allen Hamilton Holding) | 313,000 | USD 28,251,380 0.2% | USD 90.26 0.2% | |
| RBRK (Rubrik, Inc.) | 361,714 | USD 27,804,955 2.3% | USD 76.87 2.3% | |
| DLR (Digital Realty Trust Inc) | 177,798 | USD 27,535,576 -1.2% | USD 154.87 -1.2% | |
| EQIX (Equinix Inc) | 34,820 | USD 27,039,471 -1.5% | USD 776.55 -1.5% | |
| ACN (Accenture plc) | 98,310 | USD 26,934,974 -0.7% | USD 273.98 -0.7% | |
| CHKP (Check Point Software Technologies Ltd) | 137,252 | USD 26,017,489 1.9% | USD 189.56 1.9% | |
| PI (Impinj Inc) | 131,795 | USD 25,808,097 1.3% | USD 195.82 1.3% | |
| DT (Dynatrace Holdings LLC) | 584,773 | USD 25,636,448 2.6% | USD 43.84 2.6% | |
| MIR (Mirion Technologies Inc) | 1,025,383 | USD 25,019,345 -3.2% | USD 24.4 -3.2% | |
| FTNT (Fortinet Inc) | 310,507 | USD 24,846,770 2.0% | USD 80.02 2.0% | |
| ZS (Zscaler Inc) | 106,251 | USD 24,560,981 4.1% | USD 231.16 4.1% | |
| 4768.T (Otsuka Corporation) | 1,149,800 | JPY 23,584,512 0.6% | JPY 20.5118 0.6% | |
| BCO (Brinks Company) | 190,987 | USD 22,721,723 -1.1% | USD 118.97 -1.1% | |
| NTNX (Nutanix Inc) | 421,613 | USD 22,455,108 2.3% | USD 53.26 2.3% | |
| S (SentinelOne Inc) | 1,440,859 | USD 22,376,540 2.3% | USD 15.53 2.3% | |
| QLYS (Qualys Inc) | 165,186 | USD 21,781,426 1.4% | USD 131.86 1.4% | |
| CVLT (CommVault Systems Inc) | 168,425 | USD 21,637,560 2.2% | USD 128.47 2.2% | |
| KD (Kyndryl Holdings Inc) | 782,191 | USD 21,189,554 1.3% | USD 27.09 1.3% | |
| OSIS (OSI Systems Inc) | 76,443 | USD 20,998,128 -3.5% | USD 274.69 -3.5% | |
| BOX (Box Inc) | 658,506 | USD 19,761,765 3.0% | USD 30.01 3.0% | |
| VRNS (Varonis Systems) | 507,845 | USD 17,998,027 6.4% | USD 35.44 6.4% | |
| 4704.T (Trend Micro Incorporated) | 419,800 | JPY 17,516,449 1.0% | JPY 41.7257 1.0% | |
| UI (Ubiquiti Networks Inc) | 28,796 | USD 16,225,682 -1.1% | USD 563.47 -1.1% | |
| CALX (Calix Inc) | 264,059 | USD 13,910,628 -4.2% | USD 52.68 -4.2% | |
| ADT (ADT Inc) | 1,686,746 | USD 13,831,317 | USD 8.2 | |
| TENB (Tenable Holdings Inc) | 556,626 | USD 13,303,361 2.6% | USD 23.9 2.6% | |
| 763.HK (ZTE CORP H) | 3,444,200 | HKD 12,420,936 -1.1% | HKD 3.60633 -1.1% | |
| DXC (DXC Technology Co) | 829,506 | USD 12,367,934 1.8% | USD 14.91 1.8% | |
| ALRM (Alarm.com Holdings Inc) | 216,155 | USD 11,281,129 1.7% | USD 52.19 1.7% | |
| EXTR (Extreme Networks Inc) | 607,918 | USD 9,811,797 -1.6% | USD 16.14 -1.6% | |
| BB.TO (BlackBerry Ltd) | 2,462,755 | CAD 9,610,316 -0.8% | CAD 3.90226 -0.8% | |
| ASGN (ASGN Inc) | 197,808 | USD 9,567,973 0.3% | USD 48.37 0.3% | |
| NTCT (NetScout Systems Inc) | 322,133 | USD 8,932,748 0.3% | USD 27.73 0.3% | |
| AVPT (Avepoint Inc) | 564,841 | USD 7,907,774 2.5% | USD 14 2.5% | |
| DGII (Digi International Inc) | 168,241 | USD 7,207,444 -3.6% | USD 42.84 -3.6% | |
| NSSC (NAPCO Security Technologies Inc) | 162,733 | USD 6,688,326 -2.6% | USD 41.1 -2.6% | |
| ARLO (Arlo Technologies) | 466,978 | USD 6,495,664 2.0% | USD 13.91 2.0% | |
| ATEN (A10 Network) | 326,541 | USD 5,734,060 0.6% | USD 17.56 0.6% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 399,800 | JPY 5,289,332 0.7% | JPY 13.2299 0.7% | |
| 489790.KQ (HANWHA VISION LTD) | 151,519 | KRW 5,086,429 -2.2% | KRW 33.5696 -2.2% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,471,000 | TWD 5,069,594 0.2% | TWD 3.44636 0.2% | |
| 022100.KS (POSCO DX COMPANY LTD) | 233,397 | KRW 4,575,146 -2.0% | KRW 19.6024 -2.0% | |
| RPD (Rapid7 Inc) | 290,567 | USD 4,245,184 1.7% | USD 14.61 1.7% | |
| 6214.TW (SYSTEX CORP) | 1,102,000 | TWD 4,042,913 0.2% | TWD 3.6687 0.2% | |
| TMV.DE (TeamViewer SE) | 599,636 | EUR 4,040,945 1.2% | EUR 6.739 1.2% | |
| 012750.KS (S-1 CORP) | 81,824 | KRW 4,039,574 -1.8% | KRW 49.3691 -1.8% | |
| 5388.TW (SERCOMM CORP) | 1,374,000 | TWD 3,474,006 3.3% | TWD 2.52839 3.3% | |
| ADTN (ADTRAN Inc) | 369,167 | USD 3,259,745 -3.4% | USD 8.83 -3.4% | |
| NTGR (NETGEAR Inc) | 132,374 | USD 3,178,300 -0.7% | USD 24.01 -0.7% | |
| 3076.T (Ai Holdings Corporation) | 169,800 | JPY 3,083,037 -0.8% | JPY 18.1569 -0.8% | |
| GDYN (Grid Dynamics Holdings Inc) | 297,480 | USD 2,951,002 0.3% | USD 9.92 0.3% | |
| 4722.T (Future Corporation) | 219,000 | JPY 2,789,738 -0.1% | JPY 12.7385 -0.1% | |
| 3762.T (TechMatrix Corporation) | 178,200 | JPY 2,660,092 0.7% | JPY 14.9276 0.7% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,146,300 | MYR 2,570,483 -0.7% | MYR 1.19763 -0.7% | |
| NCC.L (NCC Group plc) | 1,381,605 | GBP 2,532,775 1.4% | GBP 1.83321 1.4% | |
| 4432.T (WingArc1st Inc.) | 106,700 | JPY 2,499,132 -2.7% | JPY 23.422 -2.7% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,464,621 2.7% | USD 13.17 2.7% | |
| 6588.T (Toshiba Tec Corporation) | 117,200 | JPY 2,101,806 -0.7% | JPY 17.9335 -0.7% | |
| 2326.T (Digital Arts Inc.) | 52,800 | JPY 2,031,936 -0.4% | JPY 38.4836 -0.4% | |
| TEJASNET.BO (Tejas Networks Limited) | 376,890 | INR 1,882,773 1.2% | INR 4.99555 1.2% | |
| TNXT.MI (Tinexta Spa) | 100,948 | EUR 1,797,188 0.8% | EUR 17.8031 0.8% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 2,914,000 | HKD 1,796,386 1.5% | HKD 0.616467 1.5% | |
| 3059.TW (ALTEK CORP) | 1,262,094 | TWD 1,643,639 0.0% | TWD 1.30231 0.0% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 516,000 | TWD 1,491,495 0.6% | TWD 2.89049 0.6% | |
| 050890.KQ (SOLiD, Inc.) | 248,374 | KRW 1,289,742 -3.6% | KRW 5.19274 -3.6% | |
| 3962.T (CHANGE Holdings,Inc.) | 195,500 | JPY 1,262,659 -0.9% | JPY 6.45861 -0.9% | |
| 3844.T (Comture Corporation) | 114,200 | JPY 1,244,109 -1.4% | JPY 10.8941 -1.4% | |
| 2332.TW (D-LINK CORP) | 2,404,000 | TWD 1,175,942 1.1% | TWD 0.489161 1.1% | |
| OVH.PA (OVH Groupe SAS) | 125,545 | EUR 1,102,136 -0.1% | EUR 8.77881 -0.1% | |
| 053800.KQ (AhnLab, Inc.) | 24,791 | KRW 1,023,352 -0.9% | KRW 41.2792 -0.9% | |
| UIS (Unisys Corporation) | 315,136 | USD 907,592 1.8% | USD 2.88 1.8% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 436,131 | USD 110,860,139 10.1% | USD 254.19 10.1% | |
| MDB (MongoDB) | 148,381 | USD 64,673,343 3.6% | USD 435.86 3.6% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,205,000 | TWD 47,388,285 4.5% | TWD 39.3264 4.5% | |
| ANET (Arista Networks) | 337,175 | USD 44,702,662 -3.4% | USD 132.58 -3.4% | |
| 6701.T (NEC Corporation) | 1,167,700 | JPY 42,402,160 4.6% | JPY 36.3125 4.6% | |
| CFLT (Confluent Inc) | 1,305,917 | USD 39,412,575 0.1% | USD 30.18 0.1% | |
| IDCC (InterDigital Inc) | 118,075 | USD 36,485,175 -8.0% | USD 309 -8.0% | |
| 6702.T (Fujitsu Limited) | 1,313,300 | JPY 36,400,179 0.7% | JPY 27.7166 0.7% | |
| CSCO (Cisco Systems Inc) | 483,658 | USD 36,385,591 -0.5% | USD 75.23 -0.5% | |
| DDOG (Datadog Inc) | 263,628 | USD 36,143,399 2.6% | USD 137.1 2.6% | |
| AKAM (Akamai Technologies Inc) | 404,555 | USD 35,900,211 3.3% | USD 88.74 3.3% | |
| 3626.T (TIS Inc.) | 990,200 | JPY 33,148,950 1.3% | JPY 33.477 1.3% | |
| WIPRO.BO (Wipro Ltd.) | 10,614,377 | INR 31,263,849 1.0% | INR 2.94542 1.0% | |
| CRWD (Crowdstrike Holdings Inc) | 67,673 | USD 31,015,889 0.4% | USD 458.32 0.4% | |
| 9735.T (SECOM CO., LTD.) | 854,200 | JPY 30,669,045 1.5% | JPY 35.9038 1.5% | |
| PANW (Palo Alto Networks Inc) | 161,532 | USD 30,022,338 2.1% | USD 185.86 2.1% | |
| FFIV (F5 Networks Inc) | 107,728 | USD 29,155,506 -0.5% | USD 270.64 -0.5% | |
| OKTA (Okta Inc) | 312,844 | USD 28,268,584 3.0% | USD 90.36 3.0% | |
| BAH (Booz Allen Hamilton Holding) | 313,000 | USD 28,182,520 0.8% | USD 90.04 0.8% | |
| DLR (Digital Realty Trust Inc) | 177,798 | USD 27,875,170 0.6% | USD 156.78 0.6% | |
| EQIX (Equinix Inc) | 34,820 | USD 27,440,249 2.1% | USD 788.06 2.1% | |
| RBRK (Rubrik, Inc.) | 361,714 | USD 27,168,339 2.2% | USD 75.11 2.2% | |
| ACN (Accenture plc) | 98,310 | USD 27,126,678 4.5% | USD 275.93 4.5% | |
| DOCU (DocuSign Inc) | 409,139 | USD 26,671,771 1.3% | USD 65.19 1.3% | |
| MIR (Mirion Technologies Inc) | 1,025,383 | USD 25,839,652 2.2% | USD 25.2 2.2% | |
| CHKP (Check Point Software Technologies Ltd) | 137,252 | USD 25,530,245 0.5% | USD 186.01 0.5% | |
| PI (Impinj Inc) | 131,795 | USD 25,466,748 9.3% | USD 193.23 9.3% | |
| DT (Dynatrace Holdings LLC) | 584,773 | USD 24,981,503 0.2% | USD 42.72 0.2% | |
| FTNT (Fortinet Inc) | 310,507 | USD 24,356,169 0.6% | USD 78.44 0.6% | |
| ZS (Zscaler Inc) | 106,251 | USD 23,590,910 -0.3% | USD 222.03 -0.3% | |
| 4768.T (Otsuka Corporation) | 1,149,800 | JPY 23,446,124 -0.2% | JPY 20.3915 -0.2% | |
| BCO (Brinks Company) | 190,987 | USD 22,964,277 0.3% | USD 120.24 0.3% | |
| NTNX (Nutanix Inc) | 421,613 | USD 21,953,389 3.0% | USD 52.07 3.0% | |
| S (SentinelOne Inc) | 1,440,859 | USD 21,872,240 2.5% | USD 15.18 2.5% | |
| OSIS (OSI Systems Inc) | 76,443 | USD 21,753,385 4.9% | USD 284.57 4.9% | |
| QLYS (Qualys Inc) | 165,186 | USD 21,480,787 -0.7% | USD 130.04 -0.7% | |
| CVLT (CommVault Systems Inc) | 168,425 | USD 21,169,338 0.1% | USD 125.69 0.1% | |
| KD (Kyndryl Holdings Inc) | 782,191 | USD 20,915,787 1.8% | USD 26.74 1.8% | |
| BOX (Box Inc) | 658,506 | USD 19,182,280 2.1% | USD 29.13 2.1% | |
| 4704.T (Trend Micro Incorporated) | 419,800 | JPY 17,345,889 0.5% | JPY 41.3194 0.5% | |
| VRNS (Varonis Systems) | 507,845 | USD 16,911,239 1.3% | USD 33.3 1.3% | |
| UI (Ubiquiti Networks Inc) | 28,796 | USD 16,401,338 0.9% | USD 569.57 0.9% | |
| CALX (Calix Inc) | 264,059 | USD 14,517,964 1.2% | USD 54.98 1.2% | |
| ADT (ADT Inc) | 1,686,746 | USD 13,831,317 0.7% | USD 8.2 0.7% | |
| TENB (Tenable Holdings Inc) | 556,626 | USD 12,963,820 1.0% | USD 23.29 1.0% | |
| 763.HK (ZTE CORP H) | 3,444,200 | HKD 12,560,953 2.3% | HKD 3.64699 2.3% | |
| DXC (DXC Technology Co) | 829,506 | USD 12,152,263 4.4% | USD 14.65 4.4% | |
| ALRM (Alarm.com Holdings Inc) | 216,155 | USD 11,088,752 -0.3% | USD 51.3 -0.3% | |
| EXTR (Extreme Networks Inc) | 607,918 | USD 9,975,934 -1.4% | USD 16.41 -1.4% | |
| BB.TO (BlackBerry Ltd) | 2,462,755 | CAD 9,683,085 1.2% | CAD 3.93181 1.2% | |
| ASGN (ASGN Inc) | 197,808 | USD 9,542,258 0.9% | USD 48.24 0.9% | |
| NTCT (NetScout Systems Inc) | 322,133 | USD 8,903,756 2.0% | USD 27.64 2.0% | |
| AVPT (Avepoint Inc) | 564,841 | USD 7,715,728 1.0% | USD 13.66 1.0% | |
| DGII (Digi International Inc) | 168,241 | USD 7,474,948 0.7% | USD 44.43 0.7% | |
| NSSC (NAPCO Security Technologies Inc) | 162,733 | USD 6,864,078 2.1% | USD 42.18 2.1% | |
| ARLO (Arlo Technologies) | 466,978 | USD 6,369,580 -1.4% | USD 13.64 -1.4% | |
| ATEN (A10 Network) | 326,541 | USD 5,701,406 -0.7% | USD 17.46 -0.7% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 399,800 | JPY 5,254,580 0.6% | JPY 13.143 0.6% | |
| 489790.KQ (HANWHA VISION LTD) | 151,519 | KRW 5,199,310 6.1% | KRW 34.3146 6.1% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,471,000 | TWD 5,061,796 -0.1% | TWD 3.44106 -0.1% | |
| 022100.KS (POSCO DX COMPANY LTD) | 233,397 | KRW 4,666,487 0.1% | KRW 19.9938 0.1% | |
| RPD (Rapid7 Inc) | 290,567 | USD 4,172,542 2.2% | USD 14.36 2.2% | |
| 012750.KS (S-1 CORP) | 81,824 | KRW 4,115,400 1.7% | KRW 50.2958 1.7% | |
| 6214.TW (SYSTEX CORP) | 1,102,000 | TWD 4,036,694 -1.0% | TWD 3.66306 -1.0% | |
| TMV.DE (TeamViewer SE) | 599,636 | EUR 3,994,099 -4.8% | EUR 6.66087 -4.8% | |
| ADTN (ADTRAN Inc) | 369,167 | USD 3,374,186 4.3% | USD 9.14 4.3% | |
| 5388.TW (SERCOMM CORP) | 1,374,000 | TWD 3,364,080 -4.8% | TWD 2.44838 -4.8% | |
| NTGR (NETGEAR Inc) | 132,374 | USD 3,200,803 -1.1% | USD 24.18 -1.1% | |
| 3076.T (Ai Holdings Corporation) | 169,800 | JPY 3,106,792 1.7% | JPY 18.2968 1.7% | |
| GDYN (Grid Dynamics Holdings Inc) | 297,480 | USD 2,942,077 5.5% | USD 9.89 5.5% | |
| 4722.T (Future Corporation) | 219,000 | JPY 2,793,007 2.0% | JPY 12.7535 2.0% | |
| 3762.T (TechMatrix Corporation) | 178,200 | JPY 2,642,529 3.4% | JPY 14.829 3.4% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,146,300 | MYR 2,588,076 1.5% | MYR 1.20583 1.5% | |
| 4432.T (WingArc1st Inc.) | 106,700 | JPY 2,568,950 4.9% | JPY 24.0764 4.9% | |
| NCC.L (NCC Group plc) | 1,381,605 | GBP 2,496,795 -0.1% | GBP 1.80717 -0.1% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,400,993 0.5% | USD 12.83 0.5% | |
| 6588.T (Toshiba Tec Corporation) | 117,200 | JPY 2,116,688 3.4% | JPY 18.0605 3.4% | |
| 2326.T (Digital Arts Inc.) | 52,800 | JPY 2,040,042 0.5% | JPY 38.6372 0.5% | |
| TEJASNET.BO (Tejas Networks Limited) | 376,890 | INR 1,860,966 -0.8% | INR 4.93769 -0.8% | |
| TNXT.MI (Tinexta Spa) | 100,948 | EUR 1,782,839 0.1% | EUR 17.661 0.1% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 2,914,000 | HKD 1,769,973 -1.1% | HKD 0.607403 -1.1% | |
| 3059.TW (ALTEK CORP) | 1,262,094 | TWD 1,643,112 1.4% | TWD 1.30189 1.4% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 516,000 | TWD 1,482,655 -0.8% | TWD 2.87336 -0.8% | |
| 050890.KQ (SOLiD, Inc.) | 248,374 | KRW 1,338,568 -0.2% | KRW 5.38932 -0.2% | |
| 3962.T (CHANGE Holdings,Inc.) | 195,500 | JPY 1,273,494 2.0% | JPY 6.51404 2.0% | |
| 3844.T (Comture Corporation) | 114,200 | JPY 1,261,717 1.3% | JPY 11.0483 1.3% | |
| 2332.TW (D-LINK CORP) | 2,404,000 | TWD 1,162,697 3.3% | TWD 0.483651 3.3% | |
| OVH.PA (OVH Groupe SAS) | 125,545 | EUR 1,102,749 -0.5% | EUR 8.7837 -0.5% | |
| 053800.KQ (AhnLab, Inc.) | 24,791 | KRW 1,032,494 -0.1% | KRW 41.6479 -0.1% | |
| UIS (Unisys Corporation) | 315,136 | USD 891,835 0.7% | USD 2.83 0.7% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 436,131 | USD 100,702,648 -6.2% | USD 230.9 -6.2% | |
| MDB (MongoDB) | 148,381 | USD 62,441,692 5.3% | USD 420.82 5.3% | |
| ANET (Arista Networks) | 337,175 | USD 46,257,038 2.7% | USD 137.19 2.7% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,205,000 | TWD 45,336,709 3.1% | TWD 37.6238 3.1% | |
| 6701.T (NEC Corporation) | 1,167,700 | JPY 40,522,922 2.3% | JPY 34.7032 2.3% | |
| IDCC (InterDigital Inc) | 118,075 | USD 39,654,308 2.9% | USD 335.84 2.9% | |
| CFLT (Confluent Inc) | 1,305,917 | USD 39,373,398 0.1% | USD 30.15 0.1% | |
| CSCO (Cisco Systems Inc) | 483,658 | USD 36,554,872 -0.6% | USD 75.58 -0.6% | |
| 6702.T (Fujitsu Limited) | 1,313,300 | JPY 36,140,178 -0.5% | JPY 27.5186 -0.5% | |
| DDOG (Datadog Inc) | 263,628 | USD 35,231,246 -0.1% | USD 133.64 -0.1% | |
| AKAM (Akamai Technologies Inc) | 404,555 | USD 34,755,320 1.0% | USD 85.91 1.0% | |
| 3626.T (TIS Inc.) | 990,200 | JPY 32,737,908 -1.5% | JPY 33.0619 -1.5% | |
| WIPRO.BO (Wipro Ltd.) | 10,614,377 | INR 30,954,497 -2.2% | INR 2.91628 -2.2% | |
| CRWD (Crowdstrike Holdings Inc) | 67,673 | USD 30,896,108 0.7% | USD 456.55 0.7% | |
| 9735.T (SECOM CO., LTD.) | 854,200 | JPY 30,205,354 -0.6% | JPY 35.361 -0.6% | |
| PANW (Palo Alto Networks Inc) | 161,532 | USD 29,418,208 1.5% | USD 182.12 1.5% | |
| FFIV (F5 Networks Inc) | 107,728 | USD 29,308,480 6.0% | USD 272.06 6.0% | |
| BAH (Booz Allen Hamilton Holding) | 313,000 | USD 27,963,420 5.2% | USD 89.34 5.2% | |
| DLR (Digital Realty Trust Inc) | 177,798 | USD 27,695,594 0.5% | USD 155.77 0.5% | |
| OKTA (Okta Inc) | 312,844 | USD 27,439,547 4.9% | USD 87.71 4.9% | |
| EQIX (Equinix Inc) | 34,820 | USD 26,881,736 1.0% | USD 772.02 1.0% | |
| RBRK (Rubrik, Inc.) | 361,714 | USD 26,585,979 -2.6% | USD 73.5 -2.6% | |
| DOCU (DocuSign Inc) | 409,139 | USD 26,324,003 -0.8% | USD 64.34 -0.8% | |
| ACN (Accenture plc) | 98,310 | USD 25,951,874 1.6% | USD 263.98 1.6% | |
| CHKP (Check Point Software Technologies Ltd) | 137,252 | USD 25,405,345 2.2% | USD 185.1 2.2% | |
| MIR (Mirion Technologies Inc) | 1,025,383 | USD 25,275,691 3.4% | USD 24.65 3.4% | |
| DT (Dynatrace Holdings LLC) | 584,773 | USD 24,928,873 0.7% | USD 42.63 0.7% | |
| FTNT (Fortinet Inc) | 310,507 | USD 24,200,916 0.1% | USD 77.94 0.1% | |
| ZS (Zscaler Inc) | 106,251 | USD 23,668,473 1.0% | USD 222.76 1.0% | |
| 4768.T (Otsuka Corporation) | 1,149,800 | JPY 23,490,182 -1.0% | JPY 20.4298 -1.0% | |
| PI (Impinj Inc) | 131,795 | USD 23,298,720 -1.7% | USD 176.78 -1.7% | |
| BCO (Brinks Company) | 190,987 | USD 22,889,792 2.9% | USD 119.85 2.9% | |
| QLYS (Qualys Inc) | 165,186 | USD 21,642,670 0.0% | USD 131.02 0.0% | |
| S (SentinelOne Inc) | 1,440,859 | USD 21,339,122 1.2% | USD 14.81 1.2% | |
| NTNX (Nutanix Inc) | 421,613 | USD 21,316,753 -0.1% | USD 50.56 -0.1% | |
| CVLT (CommVault Systems Inc) | 168,425 | USD 21,150,812 1.1% | USD 125.58 1.1% | |
| OSIS (OSI Systems Inc) | 76,443 | USD 20,745,101 6.2% | USD 271.38 6.2% | |
| KD (Kyndryl Holdings Inc) | 782,191 | USD 20,555,979 3.1% | USD 26.28 3.1% | |
| BOX (Box Inc) | 658,506 | USD 18,793,761 -1.0% | USD 28.54 -1.0% | |
| 4704.T (Trend Micro Incorporated) | 419,800 | JPY 17,254,736 -1.0% | JPY 41.1023 -1.0% | |
| VRNS (Varonis Systems) | 507,845 | USD 16,687,787 2.6% | USD 32.86 2.6% | |
| UI (Ubiquiti Networks Inc) | 28,796 | USD 16,249,583 -0.3% | USD 564.3 -0.3% | |
| CALX (Calix Inc) | 264,059 | USD 14,341,044 1.3% | USD 54.31 1.3% | |
| ADT (ADT Inc) | 1,686,746 | USD 13,730,112 1.6% | USD 8.14 1.6% | |
| TENB (Tenable Holdings Inc) | 556,626 | USD 12,830,229 1.4% | USD 23.05 1.4% | |
| 763.HK (ZTE CORP H) | 3,444,200 | HKD 12,281,595 0.7% | HKD 3.56588 0.7% | |
| DXC (DXC Technology Co) | 829,506 | USD 11,637,969 -0.4% | USD 14.03 -0.4% | |
| ALRM (Alarm.com Holdings Inc) | 216,155 | USD 11,125,498 0.4% | USD 51.47 0.4% | |
| EXTR (Extreme Networks Inc) | 607,918 | USD 10,121,835 0.7% | USD 16.65 0.7% | |
| BB.TO (BlackBerry Ltd) | 2,462,755 | CAD 9,565,488 2.1% | CAD 3.88406 2.1% | |
| ASGN (ASGN Inc) | 197,808 | USD 9,457,200 2.5% | USD 47.81 2.5% | |
| NTCT (NetScout Systems Inc) | 322,133 | USD 8,733,026 1.0% | USD 27.11 1.0% | |
| AVPT (Avepoint Inc) | 564,841 | USD 7,642,299 2.3% | USD 13.53 2.3% | |
| DGII (Digi International Inc) | 168,241 | USD 7,426,158 2.3% | USD 44.14 2.3% | |
| NSSC (NAPCO Security Technologies Inc) | 162,733 | USD 6,720,873 -0.2% | USD 41.3 -0.2% | |
| ARLO (Arlo Technologies) | 466,978 | USD 6,458,306 4.5% | USD 13.83 4.5% | |
| ATEN (A10 Network) | 326,541 | USD 5,740,591 1.3% | USD 17.58 1.3% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 399,800 | JPY 5,223,941 3.1% | JPY 13.0664 3.1% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,471,000 | TWD 5,067,421 0.1% | TWD 3.44488 0.1% | |
| 489790.KQ (HANWHA VISION LTD) | 151,519 | KRW 4,900,064 1.3% | KRW 32.3396 1.3% | |
| 022100.KS (POSCO DX COMPANY LTD) | 233,397 | KRW 4,662,930 -0.6% | KRW 19.9785 -0.6% | |
| TMV.DE (TeamViewer SE) | 599,636 | EUR 4,197,027 0.8% | EUR 6.99929 0.8% | |
| RPD (Rapid7 Inc) | 290,567 | USD 4,082,466 -1.5% | USD 14.05 -1.5% | |
| 6214.TW (SYSTEX CORP) | 1,102,000 | TWD 4,076,168 -1.7% | TWD 3.69888 -1.7% | |
| 012750.KS (S-1 CORP) | 81,824 | KRW 4,045,728 0.4% | KRW 49.4443 0.4% | |
| 5388.TW (SERCOMM CORP) | 1,374,000 | TWD 3,533,592 1.4% | TWD 2.57176 1.4% | |
| NTGR (NETGEAR Inc) | 132,374 | USD 3,237,868 0.7% | USD 24.46 0.7% | |
| ADTN (ADTRAN Inc) | 369,167 | USD 3,233,903 0.9% | USD 8.76 0.9% | |
| 3076.T (Ai Holdings Corporation) | 169,800 | JPY 3,054,741 -0.4% | JPY 17.9902 -0.4% | |
| GDYN (Grid Dynamics Holdings Inc) | 297,480 | USD 2,787,388 6.1% | USD 9.37 6.1% | |
| 4722.T (Future Corporation) | 219,000 | JPY 2,737,063 -1.3% | JPY 12.498 -1.3% | |
| 3762.T (TechMatrix Corporation) | 178,200 | JPY 2,554,900 -3.9% | JPY 14.3373 -3.9% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,146,300 | MYR 2,550,790 0.8% | MYR 1.18846 0.8% | |
| NCC.L (NCC Group plc) | 1,381,605 | GBP 2,499,971 -0.3% | GBP 1.80947 -0.3% | |
| 4432.T (WingArc1st Inc.) | 106,700 | JPY 2,449,701 -1.1% | JPY 22.9588 -1.1% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,387,894 3.8% | USD 12.76 3.8% | |
| 6588.T (Toshiba Tec Corporation) | 117,200 | JPY 2,047,080 -0.2% | JPY 17.4666 -0.2% | |
| 2326.T (Digital Arts Inc.) | 52,800 | JPY 2,029,926 -3.7% | JPY 38.4456 -3.7% | |
| TEJASNET.BO (Tejas Networks Limited) | 376,890 | INR 1,876,597 -0.9% | INR 4.97916 -0.9% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 2,914,000 | HKD 1,789,223 0.5% | HKD 0.614009 0.5% | |
| TNXT.MI (Tinexta Spa) | 100,948 | EUR 1,781,771 0.0% | EUR 17.6504 0.0% | |
| 3059.TW (ALTEK CORP) | 1,262,094 | TWD 1,620,895 -1.9% | TWD 1.28429 -1.9% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 516,000 | TWD 1,494,133 -0.3% | TWD 2.89561 -0.3% | |
| 050890.KQ (SOLiD, Inc.) | 248,374 | KRW 1,341,586 -0.4% | KRW 5.40148 -0.4% | |
| 3962.T (CHANGE Holdings,Inc.) | 195,500 | JPY 1,248,523 1.0% | JPY 6.38631 1.0% | |
| 3844.T (Comture Corporation) | 114,200 | JPY 1,244,943 -0.2% | JPY 10.9014 -0.2% | |
| 2332.TW (D-LINK CORP) | 2,404,000 | TWD 1,125,826 -1.7% | TWD 0.468314 -1.7% | |
| OVH.PA (OVH Groupe SAS) | 125,545 | EUR 1,107,959 0.8% | EUR 8.82519 0.8% | |
| 053800.KQ (AhnLab, Inc.) | 24,791 | KRW 1,033,495 -0.4% | KRW 41.6883 -0.4% | |
| UIS (Unisys Corporation) | 315,136 | USD 885,532 8.1% | USD 2.81 8.1% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 436,131 | USD 107,314,394 5.2% | USD 246.06 5.2% | |
| MDB (MongoDB) | 148,381 | USD 59,300,467 -4.8% | USD 399.65 -4.8% | |
| ANET (Arista Networks) | 337,175 | USD 45,046,580 2.0% | USD 133.6 2.0% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,205,000 | TWD 43,981,607 -3.2% | TWD 36.4993 -3.2% | |
| 6701.T (NEC Corporation) | 1,167,700 | JPY 39,598,218 0.1% | JPY 33.9113 0.1% | |
| CFLT (Confluent Inc) | 1,305,917 | USD 39,321,161 -0.4% | USD 30.11 -0.4% | |
| IDCC (InterDigital Inc) | 118,075 | USD 38,523,150 2.5% | USD 326.26 2.5% | |
| CSCO (Cisco Systems Inc) | 483,658 | USD 36,777,354 -1.3% | USD 76.04 -1.3% | |
| 6702.T (Fujitsu Limited) | 1,313,300 | JPY 36,307,920 0.1% | JPY 27.6463 0.1% | |
| DDOG (Datadog Inc) | 263,628 | USD 35,265,518 -1.6% | USD 133.77 -1.6% | |
| AKAM (Akamai Technologies Inc) | 404,555 | USD 34,427,631 -2.5% | USD 85.1 -2.5% | |
| 3626.T (TIS Inc.) | 990,200 | JPY 33,243,806 0.1% | JPY 33.5728 0.1% | |
| WIPRO.BO (Wipro Ltd.) | 10,614,377 | INR 31,655,288 1.8% | INR 2.9823 1.8% | |
| CRWD (Crowdstrike Holdings Inc) | 67,673 | USD 30,695,119 -3.2% | USD 453.58 -3.2% | |
| 9735.T (SECOM CO., LTD.) | 854,200 | JPY 30,401,741 0.1% | JPY 35.5909 0.1% | |
| PANW (Palo Alto Networks Inc) | 161,532 | USD 28,973,995 -2.6% | USD 179.37 -2.6% | |
| FFIV (F5 Networks Inc) | 107,728 | USD 27,646,237 0.5% | USD 256.63 0.5% | |
| DLR (Digital Realty Trust Inc) | 177,798 | USD 27,564,024 0.2% | USD 155.03 0.2% | |
| RBRK (Rubrik, Inc.) | 361,714 | USD 27,298,556 -1.3% | USD 75.47 -1.3% | |
| EQIX (Equinix Inc) | 34,820 | USD 26,606,310 -0.3% | USD 764.11 -0.3% | |
| BAH (Booz Allen Hamilton Holding) | 313,000 | USD 26,570,570 0.6% | USD 84.89 0.6% | |
| DOCU (DocuSign Inc) | 409,139 | USD 26,532,664 -5.2% | USD 64.85 -5.2% | |
| OKTA (Okta Inc) | 312,844 | USD 26,166,272 -3.3% | USD 83.64 -3.3% | |
| ACN (Accenture plc) | 98,310 | USD 25,555,685 -3.1% | USD 259.95 -3.1% | |
| CHKP (Check Point Software Technologies Ltd) | 137,252 | USD 24,846,730 -2.4% | USD 181.03 -2.4% | |
| DT (Dynatrace Holdings LLC) | 584,773 | USD 24,765,137 -2.3% | USD 42.35 -2.3% | |
| MIR (Mirion Technologies Inc) | 1,025,383 | USD 24,434,877 1.8% | USD 23.83 1.8% | |
| FTNT (Fortinet Inc) | 310,507 | USD 24,182,285 -1.9% | USD 77.88 -1.9% | |
| 4768.T (Otsuka Corporation) | 1,149,800 | JPY 23,732,501 0.1% | JPY 20.6405 0.1% | |
| PI (Impinj Inc) | 131,795 | USD 23,691,469 3.3% | USD 179.76 3.3% | |
| ZS (Zscaler Inc) | 106,251 | USD 23,435,783 -1.9% | USD 220.57 -1.9% | |
| BCO (Brinks Company) | 190,987 | USD 22,242,346 -0.2% | USD 116.46 -0.2% | |
| QLYS (Qualys Inc) | 165,186 | USD 21,641,018 -1.4% | USD 131.01 -1.4% | |
| NTNX (Nutanix Inc) | 421,613 | USD 21,333,618 -2.1% | USD 50.6 -2.1% | |
| S (SentinelOne Inc) | 1,440,859 | USD 21,094,176 -2.4% | USD 14.64 -2.4% | |
| CVLT (CommVault Systems Inc) | 168,425 | USD 20,915,017 -0.9% | USD 124.18 -0.9% | |
| KD (Kyndryl Holdings Inc) | 782,191 | USD 19,938,049 -4.0% | USD 25.49 -4.0% | |
| OSIS (OSI Systems Inc) | 76,443 | USD 19,537,302 0.2% | USD 255.58 0.2% | |
| BOX (Box Inc) | 658,506 | USD 18,984,728 -3.6% | USD 28.83 -3.6% | |
| 4704.T (Trend Micro Incorporated) | 419,800 | JPY 17,431,680 0.1% | JPY 41.5238 0.1% | |
| UI (Ubiquiti Networks Inc) | 28,796 | USD 16,306,599 2.3% | USD 566.28 2.3% | |
| VRNS (Varonis Systems) | 507,845 | USD 16,271,354 -2.3% | USD 32.04 -2.3% | |
| CALX (Calix Inc) | 264,059 | USD 14,150,922 1.2% | USD 53.59 1.2% | |
| ADT (ADT Inc) | 1,686,746 | USD 13,510,835 -0.7% | USD 8.01 -0.7% | |
| TENB (Tenable Holdings Inc) | 556,626 | USD 12,652,109 -3.4% | USD 22.73 -3.4% | |
| 763.HK (ZTE CORP H) | 3,444,200 | HKD 12,199,134 1.6% | HKD 3.54194 1.6% | |
| DXC (DXC Technology Co) | 829,506 | USD 11,679,444 -3.9% | USD 14.08 -3.9% | |
| ALRM (Alarm.com Holdings Inc) | 216,155 | USD 11,075,782 0.4% | USD 51.24 0.4% | |
| EXTR (Extreme Networks Inc) | 607,918 | USD 10,054,964 -0.7% | USD 16.54 -0.7% | |
| BB.TO (BlackBerry Ltd) | 2,462,755 | CAD 9,367,567 0.7% | CAD 3.80369 0.7% | |
| ASGN (ASGN Inc) | 197,808 | USD 9,229,721 -3.1% | USD 46.66 -3.1% | |
| NTCT (NetScout Systems Inc) | 322,133 | USD 8,649,271 -0.8% | USD 26.85 -0.8% | |
| AVPT (Avepoint Inc) | 564,841 | USD 7,467,198 -4.8% | USD 13.22 -4.8% | |
| DGII (Digi International Inc) | 168,241 | USD 7,261,282 -0.3% | USD 43.16 -0.3% | |
| NSSC (NAPCO Security Technologies Inc) | 162,733 | USD 6,733,892 -0.8% | USD 41.38 -0.8% | |
| ARLO (Arlo Technologies) | 466,978 | USD 6,178,119 -5.4% | USD 13.23 -5.4% | |
| ATEN (A10 Network) | 326,541 | USD 5,665,486 -1.9% | USD 17.35 -1.9% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 399,800 | JPY 5,068,193 0.1% | JPY 12.6768 0.1% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,471,000 | TWD 5,064,248 0.2% | TWD 3.44272 0.2% | |
| 489790.KQ (HANWHA VISION LTD) | 151,519 | KRW 4,837,389 2.4% | KRW 31.926 2.4% | |
| 022100.KS (POSCO DX COMPANY LTD) | 233,397 | KRW 4,692,535 0.7% | KRW 20.1054 0.7% | |
| TMV.DE (TeamViewer SE) | 599,636 | EUR 4,164,554 -2.3% | EUR 6.94514 -2.3% | |
| RPD (Rapid7 Inc) | 290,567 | USD 4,146,391 -6.1% | USD 14.27 -6.1% | |
| 6214.TW (SYSTEX CORP) | 1,102,000 | TWD 4,145,168 0.2% | TWD 3.7615 0.2% | |
| 012750.KS (S-1 CORP) | 81,824 | KRW 4,027,665 -1.7% | KRW 49.2235 -1.7% | |
| 5388.TW (SERCOMM CORP) | 1,374,000 | TWD 3,486,409 0.2% | TWD 2.53742 0.2% | |
| NTGR (NETGEAR Inc) | 132,374 | USD 3,216,688 -0.9% | USD 24.3 -0.9% | |
| ADTN (ADTRAN Inc) | 369,167 | USD 3,204,370 -0.1% | USD 8.68 -0.1% | |
| 3076.T (Ai Holdings Corporation) | 169,800 | JPY 3,066,669 0.1% | JPY 18.0605 0.1% | |
| 4722.T (Future Corporation) | 219,000 | JPY 2,773,427 0.1% | JPY 12.6641 0.1% | |
| 3762.T (TechMatrix Corporation) | 178,200 | JPY 2,659,600 0.1% | JPY 14.9248 0.1% | |
| GDYN (Grid Dynamics Holdings Inc) | 297,480 | USD 2,626,748 -2.2% | USD 8.83 -2.2% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,146,300 | MYR 2,530,665 0.3% | MYR 1.17908 0.3% | |
| NCC.L (NCC Group plc) | 1,381,605 | GBP 2,506,784 -3.1% | GBP 1.8144 -3.1% | |
| 4432.T (WingArc1st Inc.) | 106,700 | JPY 2,476,958 0.1% | JPY 23.2142 0.1% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,299,938 -4.3% | USD 12.29 -4.3% | |
| 2326.T (Digital Arts Inc.) | 52,800 | JPY 2,107,482 0.1% | JPY 39.9144 0.1% | |
| 6588.T (Toshiba Tec Corporation) | 117,200 | JPY 2,050,822 0.1% | JPY 17.4985 0.1% | |
| TEJASNET.BO (Tejas Networks Limited) | 376,890 | INR 1,893,878 0.4% | INR 5.02502 0.4% | |
| TNXT.MI (Tinexta Spa) | 100,948 | EUR 1,781,808 0.3% | EUR 17.6508 0.3% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 2,914,000 | HKD 1,780,033 3.4% | HKD 0.610856 3.4% | |
| 3059.TW (ALTEK CORP) | 1,262,094 | TWD 1,651,518 1.9% | TWD 1.30855 1.9% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 516,000 | TWD 1,498,465 -0.6% | TWD 2.904 -0.6% | |
| 050890.KQ (SOLiD, Inc.) | 248,374 | KRW 1,346,565 6.0% | KRW 5.42152 6.0% | |
| 3844.T (Comture Corporation) | 114,200 | JPY 1,247,131 0.1% | JPY 10.9206 0.1% | |
| 3962.T (CHANGE Holdings,Inc.) | 195,500 | JPY 1,236,038 0.1% | JPY 6.32244 0.1% | |
| 2332.TW (D-LINK CORP) | 2,404,000 | TWD 1,145,656 -0.5% | TWD 0.476562 -0.5% | |
| OVH.PA (OVH Groupe SAS) | 125,545 | EUR 1,099,130 2.3% | EUR 8.75487 2.3% | |
| 053800.KQ (AhnLab, Inc.) | 24,791 | KRW 1,038,115 0.4% | KRW 41.8747 0.4% | |
| UIS (Unisys Corporation) | 315,136 | USD 819,354 -5.8% | USD 2.6 -5.8% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 436,131 | USD 101,997,957 -1.9% | USD 233.87 -1.9% | |
| MDB (MongoDB) | 148,381 | USD 62,274,022 -0.4% | USD 419.69 -0.4% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,205,000 | TWD 45,445,649 -0.6% | TWD 37.7142 -0.6% | |
| ANET (Arista Networks) | 337,175 | USD 44,180,040 -1.1% | USD 131.03 -1.1% | |
| 6701.T (NEC Corporation) | 1,167,700 | JPY 39,557,798 -0.3% | JPY 33.8767 -0.3% | |
| CFLT (Confluent Inc) | 1,305,917 | USD 39,490,930 0.4% | USD 30.24 0.4% | |
| IDCC (InterDigital Inc) | 118,075 | USD 37,592,719 -2.1% | USD 318.38 -2.1% | |
| CSCO (Cisco Systems Inc) | 483,658 | USD 37,256,176 -0.5% | USD 77.03 -0.5% | |
| 6702.T (Fujitsu Limited) | 1,313,300 | JPY 36,270,858 -0.3% | JPY 27.6181 -0.3% | |
| DDOG (Datadog Inc) | 263,628 | USD 35,850,772 -1.1% | USD 135.99 -1.1% | |
| AKAM (Akamai Technologies Inc) | 404,555 | USD 35,297,424 -0.8% | USD 87.25 -0.8% | |
| 3626.T (TIS Inc.) | 990,200 | JPY 33,209,872 -0.3% | JPY 33.5386 -0.3% | |
| CRWD (Crowdstrike Holdings Inc) | 67,673 | USD 31,722,395 -1.4% | USD 468.76 -1.4% | |
| WIPRO.BO (Wipro Ltd.) | 10,614,377 | INR 31,092,254 -0.2% | INR 2.92926 -0.2% | |
| 9735.T (SECOM CO., LTD.) | 854,200 | JPY 30,370,708 -0.3% | JPY 35.5546 -0.3% | |
| PANW (Palo Alto Networks Inc) | 161,532 | USD 29,754,194 -1.4% | USD 184.2 -1.4% | |
| DOCU (DocuSign Inc) | 409,139 | USD 27,985,108 -1.0% | USD 68.4 -1.0% | |
| RBRK (Rubrik, Inc.) | 361,714 | USD 27,663,887 -1.8% | USD 76.48 -1.8% | |
| DLR (Digital Realty Trust Inc) | 177,798 | USD 27,507,129 -1.1% | USD 154.71 -1.1% | |
| FFIV (F5 Networks Inc) | 107,728 | USD 27,498,649 -1.6% | USD 255.26 -1.6% | |
| OKTA (Okta Inc) | 312,844 | USD 27,051,621 -1.1% | USD 86.47 -1.1% | |
| EQIX (Equinix Inc) | 34,820 | USD 26,677,691 -0.5% | USD 766.16 -0.5% | |
| BAH (Booz Allen Hamilton Holding) | 313,000 | USD 26,404,680 -0.9% | USD 84.36 -0.9% | |
| ACN (Accenture plc) | 98,310 | USD 26,376,573 -0.6% | USD 268.3 -0.6% | |
| CHKP (Check Point Software Technologies Ltd) | 137,252 | USD 25,468,481 -1.0% | USD 185.56 -1.0% | |
| DT (Dynatrace Holdings LLC) | 584,773 | USD 25,344,062 -1.7% | USD 43.34 -1.7% | |
| FTNT (Fortinet Inc) | 310,507 | USD 24,657,361 -1.1% | USD 79.41 -1.1% | |
| MIR (Mirion Technologies Inc) | 1,025,383 | USD 24,014,470 -1.2% | USD 23.42 -1.2% | |
| ZS (Zscaler Inc) | 106,251 | USD 23,897,975 -1.1% | USD 224.92 -1.1% | |
| 4768.T (Otsuka Corporation) | 1,149,800 | JPY 23,708,275 -0.3% | JPY 20.6195 -0.3% | |
| PI (Impinj Inc) | 131,795 | USD 22,933,648 3.2% | USD 174.01 3.2% | |
| BCO (Brinks Company) | 190,987 | USD 22,293,913 -1.4% | USD 116.73 -1.4% | |
| QLYS (Qualys Inc) | 165,186 | USD 21,953,219 -1.2% | USD 132.9 -1.2% | |
| NTNX (Nutanix Inc) | 421,613 | USD 21,793,176 -0.5% | USD 51.69 -0.5% | |
| S (SentinelOne Inc) | 1,440,859 | USD 21,612,885 -1.8% | USD 15 -1.8% | |
| CVLT (CommVault Systems Inc) | 168,425 | USD 21,113,758 -1.1% | USD 125.36 -1.1% | |
| KD (Kyndryl Holdings Inc) | 782,191 | USD 20,774,993 -0.1% | USD 26.56 -0.1% | |
| BOX (Box Inc) | 658,506 | USD 19,695,914 -1.6% | USD 29.91 -1.6% | |
| OSIS (OSI Systems Inc) | 76,443 | USD 19,497,552 -3.0% | USD 255.06 -3.0% | |
| 4704.T (Trend Micro Incorporated) | 419,800 | JPY 17,413,886 -0.3% | JPY 41.4814 -0.3% | |
| VRNS (Varonis Systems) | 507,845 | USD 16,657,316 -0.9% | USD 32.8 -0.9% | |
| UI (Ubiquiti Networks Inc) | 28,796 | USD 15,934,267 -1.5% | USD 553.35 -1.5% | |
| CALX (Calix Inc) | 264,059 | USD 13,976,643 -0.1% | USD 52.93 -0.1% | |
| ADT (ADT Inc) | 1,686,746 | USD 13,612,040 0.2% | USD 8.07 0.2% | |
| TENB (Tenable Holdings Inc) | 556,626 | USD 13,097,410 -1.2% | USD 23.53 -1.2% | |
| DXC (DXC Technology Co) | 829,506 | USD 12,152,263 -1.6% | USD 14.65 -1.6% | |
| 763.HK (ZTE CORP H) | 3,444,200 | HKD 12,009,454 2.5% | HKD 3.48686 2.5% | |
| ALRM (Alarm.com Holdings Inc) | 216,155 | USD 11,028,228 -1.4% | USD 51.02 -1.4% | |
| EXTR (Extreme Networks Inc) | 607,918 | USD 10,121,835 -1.4% | USD 16.65 -1.4% | |
| ASGN (ASGN Inc) | 197,808 | USD 9,528,411 -2.2% | USD 48.17 -2.2% | |
| BB.TO (BlackBerry Ltd) | 2,462,755 | CAD 9,306,636 -0.4% | CAD 3.77895 -0.4% | |
| NTCT (NetScout Systems Inc) | 322,133 | USD 8,716,919 -1.1% | USD 27.06 -1.1% | |
| AVPT (Avepoint Inc) | 564,841 | USD 7,845,641 -0.6% | USD 13.89 -0.6% | |
| DGII (Digi International Inc) | 168,241 | USD 7,283,153 -1.9% | USD 43.29 -1.9% | |
| NSSC (NAPCO Security Technologies Inc) | 162,733 | USD 6,785,966 -0.7% | USD 41.7 -0.7% | |
| ARLO (Arlo Technologies) | 466,978 | USD 6,533,022 0.6% | USD 13.99 0.6% | |
| ATEN (A10 Network) | 326,541 | USD 5,776,510 -1.3% | USD 17.69 -1.3% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 399,800 | JPY 5,063,020 -0.3% | JPY 12.6639 -0.3% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,471,000 | TWD 5,056,189 0.3% | TWD 3.43725 0.3% | |
| 489790.KQ (HANWHA VISION LTD) | 151,519 | KRW 4,722,643 | KRW 31.1687 | |
| 022100.KS (POSCO DX COMPANY LTD) | 233,397 | KRW 4,658,057 | KRW 19.9577 | |
| RPD (Rapid7 Inc) | 290,567 | USD 4,416,618 -2.7% | USD 15.2 -2.7% | |
| TMV.DE (TeamViewer SE) | 599,636 | EUR 4,260,667 -0.1% | EUR 7.10542 -0.1% | |
| 6214.TW (SYSTEX CORP) | 1,102,000 | TWD 4,138,572 -1.8% | TWD 3.75551 -1.8% | |
| 012750.KS (S-1 CORP) | 81,824 | KRW 4,095,318 | KRW 50.0503 | |
| 5388.TW (SERCOMM CORP) | 1,374,000 | TWD 3,480,861 0.1% | TWD 2.53338 0.1% | |
| NTGR (NETGEAR Inc) | 132,374 | USD 3,247,134 -0.2% | USD 24.53 -0.2% | |
| ADTN (ADTRAN Inc) | 369,167 | USD 3,208,061 -1.8% | USD 8.69 -1.8% | |
| 3076.T (Ai Holdings Corporation) | 169,800 | JPY 3,063,539 -0.3% | JPY 18.042 -0.3% | |
| 4722.T (Future Corporation) | 219,000 | JPY 2,770,596 -0.3% | JPY 12.6511 -0.3% | |
| GDYN (Grid Dynamics Holdings Inc) | 297,480 | USD 2,686,244 -1.6% | USD 9.03 -1.6% | |
| 3762.T (TechMatrix Corporation) | 178,200 | JPY 2,656,885 -0.3% | JPY 14.9096 -0.3% | |
| NCC.L (NCC Group plc) | 1,381,605 | GBP 2,586,792 -0.7% | GBP 1.87231 -0.7% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,146,300 | MYR 2,522,881 -0.5% | MYR 1.17546 -0.5% | |
| 4432.T (WingArc1st Inc.) | 106,700 | JPY 2,474,430 -0.3% | JPY 23.1905 -0.3% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,402,865 -1.2% | USD 12.84 -1.2% | |
| 2326.T (Digital Arts Inc.) | 52,800 | JPY 2,105,330 -0.3% | JPY 39.8737 -0.3% | |
| 6588.T (Toshiba Tec Corporation) | 117,200 | JPY 2,048,729 -0.3% | JPY 17.4806 -0.3% | |
| TEJASNET.BO (Tejas Networks Limited) | 376,890 | INR 1,885,511 -0.5% | INR 5.00282 -0.5% | |
| TNXT.MI (Tinexta Spa) | 100,948 | EUR 1,777,190 -0.1% | EUR 17.605 -0.1% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 2,914,000 | HKD 1,722,156 1.5% | HKD 0.590994 1.5% | |
| 3059.TW (ALTEK CORP) | 1,262,094 | TWD 1,620,773 -0.9% | TWD 1.28419 -0.9% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 516,000 | TWD 1,507,576 0.8% | TWD 2.92166 0.8% | |
| 050890.KQ (SOLiD, Inc.) | 248,374 | KRW 1,270,707 | KRW 5.1161 | |
| 3844.T (Comture Corporation) | 114,200 | JPY 1,245,858 -0.3% | JPY 10.9094 -0.3% | |
| 3962.T (CHANGE Holdings,Inc.) | 195,500 | JPY 1,234,776 -0.3% | JPY 6.31599 -0.3% | |
| 2332.TW (D-LINK CORP) | 2,404,000 | TWD 1,151,484 -0.5% | TWD 0.478987 -0.5% | |
| OVH.PA (OVH Groupe SAS) | 125,545 | EUR 1,074,884 -0.1% | EUR 8.56174 -0.1% | |
| 053800.KQ (AhnLab, Inc.) | 24,791 | KRW 1,034,285 | KRW 41.7202 | |
| UIS (Unisys Corporation) | 315,136 | USD 869,775 -0.7% | USD 2.76 -0.7% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 436,131 | USD 103,956,185 -0.3% | USD 238.36 -0.3% | |
| MDB (MongoDB) | 148,381 | USD 62,502,529 -0.5% | USD 421.23 -0.5% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,205,000 | TWD 45,710,870 -1.9% | TWD 37.9343 -1.9% | |
| ANET (Arista Networks) | 337,175 | USD 44,655,457 -1.3% | USD 132.44 -1.3% | |
| 6701.T (NEC Corporation) | 1,167,700 | JPY 39,661,541 -0.3% | JPY 33.9655 -0.3% | |
| CFLT (Confluent Inc) | 1,305,917 | USD 39,347,279 0.1% | USD 30.13 0.1% | |
| IDCC (InterDigital Inc) | 118,075 | USD 38,387,363 -1.6% | USD 325.11 -1.6% | |
| CSCO (Cisco Systems Inc) | 483,658 | USD 37,439,966 -0.5% | USD 77.41 -0.5% | |
| 6702.T (Fujitsu Limited) | 1,313,300 | JPY 36,365,981 2.0% | JPY 27.6905 2.0% | |
| DDOG (Datadog Inc) | 263,628 | USD 36,243,577 -0.3% | USD 137.48 -0.3% | |
| AKAM (Akamai Technologies Inc) | 404,555 | USD 35,588,703 -0.3% | USD 87.97 -0.3% | |
| 3626.T (TIS Inc.) | 990,200 | JPY 33,296,967 -0.4% | JPY 33.6265 -0.4% | |
| CRWD (Crowdstrike Holdings Inc) | 67,673 | USD 32,187,309 -0.1% | USD 475.63 -0.1% | |
| WIPRO.BO (Wipro Ltd.) | 10,614,377 | INR 31,166,517 0.0% | INR 2.93625 0.0% | |
| 9735.T (SECOM CO., LTD.) | 854,200 | JPY 30,450,357 -0.7% | JPY 35.6478 -0.7% | |
| PANW (Palo Alto Networks Inc) | 161,532 | USD 30,182,254 | USD 186.85 | |
| DOCU (DocuSign Inc) | 409,139 | USD 28,263,322 -0.6% | USD 69.08 -0.6% | |
| RBRK (Rubrik, Inc.) | 361,714 | USD 28,166,669 -0.2% | USD 77.87 -0.2% | |
| FFIV (F5 Networks Inc) | 107,728 | USD 27,941,411 0.0% | USD 259.37 0.0% | |
| DLR (Digital Realty Trust Inc) | 177,798 | USD 27,805,829 0.5% | USD 156.39 0.5% | |
| OKTA (Okta Inc) | 312,844 | USD 27,351,951 -0.7% | USD 87.43 -0.7% | |
| EQIX (Equinix Inc) | 34,820 | USD 26,801,302 0.6% | USD 769.71 0.6% | |
| BAH (Booz Allen Hamilton Holding) | 313,000 | USD 26,651,950 0.0% | USD 85.15 0.0% | |
| ACN (Accenture plc) | 98,310 | USD 26,543,700 -0.5% | USD 270 -0.5% | |
| DT (Dynatrace Holdings LLC) | 584,773 | USD 25,788,489 -0.3% | USD 44.1 -0.3% | |
| CHKP (Check Point Software Technologies Ltd) | 137,252 | USD 25,729,260 -0.6% | USD 187.46 -0.6% | |
| FTNT (Fortinet Inc) | 310,507 | USD 24,936,817 -0.6% | USD 80.31 -0.6% | |
| MIR (Mirion Technologies Inc) | 1,025,383 | USD 24,301,577 -0.3% | USD 23.7 -0.3% | |
| ZS (Zscaler Inc) | 106,251 | USD 24,163,602 -0.3% | USD 227.42 -0.3% | |
| 4768.T (Otsuka Corporation) | 1,149,800 | JPY 23,770,452 -0.8% | JPY 20.6736 -0.8% | |
| BCO (Brinks Company) | 190,987 | USD 22,605,221 -0.6% | USD 118.36 -0.6% | |
| QLYS (Qualys Inc) | 165,186 | USD 22,229,080 -2.0% | USD 134.57 -2.0% | |
| PI (Impinj Inc) | 131,795 | USD 22,220,637 -1.7% | USD 168.6 -1.7% | |
| S (SentinelOne Inc) | 1,440,859 | USD 22,001,917 1.6% | USD 15.27 1.6% | |
| NTNX (Nutanix Inc) | 421,613 | USD 21,907,011 -0.7% | USD 51.96 -0.7% | |
| CVLT (CommVault Systems Inc) | 168,425 | USD 21,354,606 -0.6% | USD 126.79 -0.6% | |
| KD (Kyndryl Holdings Inc) | 782,191 | USD 20,798,459 -1.9% | USD 26.59 -1.9% | |
| OSIS (OSI Systems Inc) | 76,443 | USD 20,100,687 -2.7% | USD 262.95 -2.7% | |
| BOX (Box Inc) | 658,506 | USD 20,025,167 -0.7% | USD 30.41 -0.7% | |
| 4704.T (Trend Micro Incorporated) | 419,800 | JPY 17,459,555 -0.6% | JPY 41.5902 -0.6% | |
| VRNS (Varonis Systems) | 507,845 | USD 16,809,670 -0.7% | USD 33.1 -0.7% | |
| UI (Ubiquiti Networks Inc) | 28,796 | USD 16,172,122 -1.0% | USD 561.61 -1.0% | |
| CALX (Calix Inc) | 264,059 | USD 13,992,486 -0.8% | USD 52.99 -0.8% | |
| ADT (ADT Inc) | 1,686,746 | USD 13,578,305 -0.4% | USD 8.05 -0.4% | |
| TENB (Tenable Holdings Inc) | 556,626 | USD 13,258,831 -0.5% | USD 23.82 -0.5% | |
| DXC (DXC Technology Co) | 829,506 | USD 12,351,344 -0.4% | USD 14.89 -0.4% | |
| 763.HK (ZTE CORP H) | 3,444,200 | HKD 11,719,889 -1.2% | HKD 3.40279 -1.2% | |
| ALRM (Alarm.com Holdings Inc) | 216,155 | USD 11,190,344 -0.1% | USD 51.77 -0.1% | |
| EXTR (Extreme Networks Inc) | 607,918 | USD 10,267,735 -0.2% | USD 16.89 -0.2% | |
| ASGN (ASGN Inc) | 197,808 | USD 9,744,022 -1.1% | USD 49.26 -1.1% | |
| BB.TO (BlackBerry Ltd) | 2,462,755 | CAD 9,341,640 -2.3% | CAD 3.79317 -2.3% | |
| NTCT (NetScout Systems Inc) | 322,133 | USD 8,810,338 -0.8% | USD 27.35 -0.8% | |
| AVPT (Avepoint Inc) | 564,841 | USD 7,890,829 -0.4% | USD 13.97 -0.4% | |
| DGII (Digi International Inc) | 168,241 | USD 7,427,840 -0.2% | USD 44.15 -0.2% | |
| NSSC (NAPCO Security Technologies Inc) | 162,733 | USD 6,834,786 -0.1% | USD 42 -0.1% | |
| ARLO (Arlo Technologies) | 466,978 | USD 6,490,994 -1.5% | USD 13.9 -1.5% | |
| ATEN (A10 Network) | 326,541 | USD 5,854,880 -0.7% | USD 17.93 -0.7% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 399,800 | JPY 5,076,298 -2.5% | JPY 12.6971 -2.5% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,471,000 | TWD 5,040,883 -0.3% | TWD 3.42684 -0.3% | |
| 489790.KQ (HANWHA VISION LTD) | 151,519 | KRW 4,722,643 4.4% | KRW 31.1687 4.4% | |
| 022100.KS (POSCO DX COMPANY LTD) | 233,397 | KRW 4,658,057 -4.6% | KRW 19.9577 -4.6% | |
| RPD (Rapid7 Inc) | 290,567 | USD 4,538,657 1.4% | USD 15.62 1.4% | |
| TMV.DE (TeamViewer SE) | 599,636 | EUR 4,265,746 1.9% | EUR 7.11389 1.9% | |
| 6214.TW (SYSTEX CORP) | 1,102,000 | TWD 4,215,493 -1.5% | TWD 3.82531 -1.5% | |
| 012750.KS (S-1 CORP) | 81,824 | KRW 4,095,318 -2.0% | KRW 50.0503 -2.0% | |
| 5388.TW (SERCOMM CORP) | 1,374,000 | TWD 3,477,705 -0.7% | TWD 2.53108 -0.7% | |
| ADTN (ADTRAN Inc) | 369,167 | USD 3,267,128 2.0% | USD 8.85 2.0% | |
| NTGR (NETGEAR Inc) | 132,374 | USD 3,252,429 1.0% | USD 24.57 1.0% | |
| 3076.T (Ai Holdings Corporation) | 169,800 | JPY 3,071,573 -0.9% | JPY 18.0894 -0.9% | |
| 4722.T (Future Corporation) | 219,000 | JPY 2,777,862 -0.6% | JPY 12.6843 -0.6% | |
| GDYN (Grid Dynamics Holdings Inc) | 297,480 | USD 2,730,866 0.1% | USD 9.18 0.1% | |
| 3762.T (TechMatrix Corporation) | 178,200 | JPY 2,663,853 -2.7% | JPY 14.9487 -2.7% | |
| NCC.L (NCC Group plc) | 1,381,605 | GBP 2,606,204 -0.2% | GBP 1.88636 -0.2% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,146,300 | MYR 2,535,042 0.1% | MYR 1.18112 0.1% | |
| 4432.T (WingArc1st Inc.) | 106,700 | JPY 2,480,919 -0.9% | JPY 23.2514 -0.9% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,432,807 0.4% | USD 13 0.4% | |
| 2326.T (Digital Arts Inc.) | 52,800 | JPY 2,110,852 -1.0% | JPY 39.9783 -1.0% | |
| 6588.T (Toshiba Tec Corporation) | 117,200 | JPY 2,054,102 -1.2% | JPY 17.5265 -1.2% | |
| TEJASNET.BO (Tejas Networks Limited) | 376,890 | INR 1,894,917 -0.7% | INR 5.02777 -0.7% | |
| TNXT.MI (Tinexta Spa) | 100,948 | EUR 1,779,309 -0.1% | EUR 17.626 -0.1% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 2,914,000 | HKD 1,696,309 -1.6% | HKD 0.582124 -1.6% | |
| 3059.TW (ALTEK CORP) | 1,262,094 | TWD 1,635,452 -1.2% | TWD 1.29582 -1.2% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 516,000 | TWD 1,495,199 -0.6% | TWD 2.89767 -0.6% | |
| 050890.KQ (SOLiD, Inc.) | 248,374 | KRW 1,270,707 -4.5% | KRW 5.1161 -4.5% | |
| 3844.T (Comture Corporation) | 114,200 | JPY 1,249,125 -0.5% | JPY 10.938 -0.5% | |
| 3962.T (CHANGE Holdings,Inc.) | 195,500 | JPY 1,238,015 -0.7% | JPY 6.33256 -0.7% | |
| 2332.TW (D-LINK CORP) | 2,404,000 | TWD 1,157,169 -0.8% | TWD 0.481351 -0.8% | |
| OVH.PA (OVH Groupe SAS) | 125,545 | EUR 1,075,427 0.7% | EUR 8.56607 0.7% | |
| 053800.KQ (AhnLab, Inc.) | 24,791 | KRW 1,034,285 -1.9% | KRW 41.7202 -1.9% | |
| UIS (Unisys Corporation) | 315,136 | USD 876,078 -2.1% | USD 2.78 -2.1% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 436,131 | USD 104,235,309 -1.1% | USD 239 -1.1% | |
| MDB (MongoDB) | 148,381 | USD 62,785,936 -2.9% | USD 423.14 -2.9% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,205,000 | TWD 46,586,534 0.0% | TWD 38.661 0.0% | |
| ANET (Arista Networks) | 337,175 | USD 45,232,026 1.8% | USD 134.15 1.8% | |
| 6701.T (NEC Corporation) | 1,167,700 | JPY 39,796,893 -0.9% | JPY 34.0814 -0.9% | |
| CFLT (Confluent Inc) | 1,305,917 | USD 39,308,102 0.0% | USD 30.1 0.0% | |
| IDCC (InterDigital Inc) | 118,075 | USD 38,995,450 -0.1% | USD 330.26 -0.1% | |
| CSCO (Cisco Systems Inc) | 483,658 | USD 37,623,756 -0.5% | USD 77.79 -0.5% | |
| DDOG (Datadog Inc) | 263,628 | USD 36,364,846 -0.3% | USD 137.94 -0.3% | |
| AKAM (Akamai Technologies Inc) | 404,555 | USD 35,697,933 -0.2% | USD 88.24 -0.2% | |
| 6702.T (Fujitsu Limited) | 1,313,300 | JPY 35,647,316 -0.4% | JPY 27.1433 -0.4% | |
| 3626.T (TIS Inc.) | 990,200 | JPY 33,429,965 -0.2% | JPY 33.7608 -0.2% | |
| CRWD (Crowdstrike Holdings Inc) | 67,673 | USD 32,206,257 -1.1% | USD 475.91 -1.1% | |
| WIPRO.BO (Wipro Ltd.) | 10,614,377 | INR 31,170,305 -0.9% | INR 2.93661 -0.9% | |
| 9735.T (SECOM CO., LTD.) | 854,200 | JPY 30,678,898 -0.2% | JPY 35.9154 -0.2% | |
| PANW (Palo Alto Networks Inc) | 161,532 | USD 30,182,254 -0.8% | USD 186.85 -0.8% | |
| DOCU (DocuSign Inc) | 409,139 | USD 28,422,886 -0.7% | USD 69.47 -0.7% | |
| RBRK (Rubrik, Inc.) | 361,714 | USD 28,217,309 -0.8% | USD 78.01 -0.8% | |
| FFIV (F5 Networks Inc) | 107,728 | USD 27,947,875 -1.4% | USD 259.43 -1.4% | |
| DLR (Digital Realty Trust Inc) | 177,798 | USD 27,674,259 0.4% | USD 155.65 0.4% | |
| OKTA (Okta Inc) | 312,844 | USD 27,555,300 -0.6% | USD 88.08 -0.6% | |
| ACN (Accenture plc) | 98,310 | USD 26,675,435 0.1% | USD 271.34 0.1% | |
| BAH (Booz Allen Hamilton Holding) | 313,000 | USD 26,642,560 -0.3% | USD 85.12 -0.3% | |
| EQIX (Equinix Inc) | 34,820 | USD 26,637,300 0.2% | USD 765 0.2% | |
| CHKP (Check Point Software Technologies Ltd) | 137,252 | USD 25,882,982 -0.6% | USD 188.58 -0.6% | |
| DT (Dynatrace Holdings LLC) | 584,773 | USD 25,858,662 -0.2% | USD 44.22 -0.2% | |
| FTNT (Fortinet Inc) | 310,507 | USD 25,095,176 -0.9% | USD 80.82 -0.9% | |
| MIR (Mirion Technologies Inc) | 1,025,383 | USD 24,373,354 0.1% | USD 23.77 0.1% | |
| ZS (Zscaler Inc) | 106,251 | USD 24,227,353 -1.1% | USD 228.02 -1.1% | |
| 4768.T (Otsuka Corporation) | 1,149,800 | JPY 23,961,847 -0.6% | JPY 20.84 -0.6% | |
| BCO (Brinks Company) | 190,987 | USD 22,731,273 -0.5% | USD 119.02 -0.5% | |
| QLYS (Qualys Inc) | 165,186 | USD 22,686,645 -0.7% | USD 137.34 -0.7% | |
| PI (Impinj Inc) | 131,795 | USD 22,614,704 -1.4% | USD 171.59 -1.4% | |
| NTNX (Nutanix Inc) | 421,613 | USD 22,071,441 -0.9% | USD 52.35 -0.9% | |
| S (SentinelOne Inc) | 1,440,859 | USD 21,656,111 0.1% | USD 15.03 0.1% | |
| CVLT (CommVault Systems Inc) | 168,425 | USD 21,484,293 -0.7% | USD 127.56 -0.7% | |
| KD (Kyndryl Holdings Inc) | 782,191 | USD 21,197,376 -0.4% | USD 27.1 -0.4% | |
| OSIS (OSI Systems Inc) | 76,443 | USD 20,651,841 0.1% | USD 270.16 0.1% | |
| BOX (Box Inc) | 658,506 | USD 20,170,039 1.8% | USD 30.63 1.8% | |
| 4704.T (Trend Micro Incorporated) | 419,800 | JPY 17,564,572 -3.3% | JPY 41.8403 -3.3% | |
| VRNS (Varonis Systems) | 507,845 | USD 16,931,552 -0.7% | USD 33.34 -0.7% | |
| UI (Ubiquiti Networks Inc) | 28,796 | USD 16,332,227 -0.6% | USD 567.17 -0.6% | |
| CALX (Calix Inc) | 264,059 | USD 14,108,672 -1.5% | USD 53.43 -1.5% | |
| ADT (ADT Inc) | 1,686,746 | USD 13,628,908 -0.7% | USD 8.08 -0.7% | |
| TENB (Tenable Holdings Inc) | 556,626 | USD 13,331,193 -0.6% | USD 23.95 -0.6% | |
| DXC (DXC Technology Co) | 829,506 | USD 12,401,115 -1.0% | USD 14.95 -1.0% | |
| 763.HK (ZTE CORP H) | 3,444,200 | HKD 11,864,178 -3.7% | HKD 3.44468 -3.7% | |
| ALRM (Alarm.com Holdings Inc) | 216,155 | USD 11,201,152 0.0% | USD 51.82 0.0% | |
| EXTR (Extreme Networks Inc) | 607,918 | USD 10,285,973 0.2% | USD 16.92 0.2% | |
| ASGN (ASGN Inc) | 197,808 | USD 9,856,773 -0.4% | USD 49.83 -0.4% | |
| BB.TO (BlackBerry Ltd) | 2,462,755 | CAD 9,566,021 -2.8% | CAD 3.88428 -2.8% | |
| NTCT (NetScout Systems Inc) | 322,133 | USD 8,881,207 -1.0% | USD 27.57 -1.0% | |
| AVPT (Avepoint Inc) | 564,841 | USD 7,924,719 1.9% | USD 14.03 1.9% | |
| DGII (Digi International Inc) | 168,241 | USD 7,446,347 -0.5% | USD 44.26 -0.5% | |
| NSSC (NAPCO Security Technologies Inc) | 162,733 | USD 6,842,923 -1.7% | USD 42.05 -1.7% | |
| ARLO (Arlo Technologies) | 466,978 | USD 6,589,060 -0.4% | USD 14.11 -0.4% | |
| ATEN (A10 Network) | 326,541 | USD 5,894,065 -0.1% | USD 18.05 -0.1% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 399,800 | JPY 5,204,194 2.8% | JPY 13.017 2.8% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,471,000 | TWD 5,055,144 1.4% | TWD 3.43654 1.4% | |
| 022100.KS (POSCO DX COMPANY LTD) | 233,397 | KRW 4,880,119 7.3% | KRW 20.9091 7.3% | |
| 489790.KQ (HANWHA VISION LTD) | 151,519 | KRW 4,524,379 0.7% | KRW 29.8601 0.7% | |
| RPD (Rapid7 Inc) | 290,567 | USD 4,477,637 0.1% | USD 15.41 0.1% | |
| 6214.TW (SYSTEX CORP) | 1,102,000 | TWD 4,277,978 -0.8% | TWD 3.88201 -0.8% | |
| TMV.DE (TeamViewer SE) | 599,636 | EUR 4,187,687 0.8% | EUR 6.98372 0.8% | |
| 012750.KS (S-1 CORP) | 81,824 | KRW 4,177,029 -5.2% | KRW 51.0489 -5.2% | |
| 5388.TW (SERCOMM CORP) | 1,374,000 | TWD 3,502,001 0.0% | TWD 2.54876 0.0% | |
| NTGR (NETGEAR Inc) | 132,374 | USD 3,219,336 -1.3% | USD 24.32 -1.3% | |
| ADTN (ADTRAN Inc) | 369,167 | USD 3,204,370 -0.8% | USD 8.68 -0.8% | |
| 3076.T (Ai Holdings Corporation) | 169,800 | JPY 3,100,932 -0.6% | JPY 18.2623 -0.6% | |
| 4722.T (Future Corporation) | 219,000 | JPY 2,794,550 -0.2% | JPY 12.7605 -0.2% | |
| 3762.T (TechMatrix Corporation) | 178,200 | JPY 2,738,989 0.9% | JPY 15.3703 0.9% | |
| GDYN (Grid Dynamics Holdings Inc) | 297,480 | USD 2,727,892 -1.2% | USD 9.17 -1.2% | |
| NCC.L (NCC Group plc) | 1,381,605 | GBP 2,610,943 -0.5% | GBP 1.88979 -0.5% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,146,300 | MYR 2,532,211 -0.5% | MYR 1.1798 -0.5% | |
| 4432.T (WingArc1st Inc.) | 106,700 | JPY 2,504,149 0.7% | JPY 23.4691 0.7% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,423,450 0.2% | USD 12.95 0.2% | |
| 2326.T (Digital Arts Inc.) | 52,800 | JPY 2,132,991 -0.6% | JPY 40.3976 -0.6% | |
| 6588.T (Toshiba Tec Corporation) | 117,200 | JPY 2,078,712 0.1% | JPY 17.7365 0.1% | |
| TEJASNET.BO (Tejas Networks Limited) | 376,890 | INR 1,907,670 1.3% | INR 5.06161 1.3% | |
| TNXT.MI (Tinexta Spa) | 100,948 | EUR 1,781,783 0.8% | EUR 17.6505 0.8% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 2,914,000 | HKD 1,724,194 -1.3% | HKD 0.591693 -1.3% | |
| 3059.TW (ALTEK CORP) | 1,262,094 | TWD 1,654,573 1.5% | TWD 1.31097 1.5% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 516,000 | TWD 1,503,981 0.8% | TWD 2.91469 0.8% | |
| 050890.KQ (SOLiD, Inc.) | 248,374 | KRW 1,330,451 2.7% | KRW 5.35664 2.7% | |
| 3844.T (Comture Corporation) | 114,200 | JPY 1,255,870 0.0% | JPY 10.9971 0.0% | |
| 3962.T (CHANGE Holdings,Inc.) | 195,500 | JPY 1,247,339 0.2% | JPY 6.38025 0.2% | |
| 2332.TW (D-LINK CORP) | 2,404,000 | TWD 1,166,545 0.0% | TWD 0.485252 0.0% | |
| OVH.PA (OVH Groupe SAS) | 125,545 | EUR 1,068,079 -0.9% | EUR 8.50754 -0.9% | |
| 053800.KQ (AhnLab, Inc.) | 24,791 | KRW 1,054,051 -2.7% | KRW 42.5175 -2.7% | |
| UIS (Unisys Corporation) | 315,136 | USD 894,986 -0.7% | USD 2.84 -0.7% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| CIEN (Ciena Corp) | 436,131 | USD 105,404,140 0.6% | USD 241.68 0.6% | |
| MDB (MongoDB) | 148,381 | USD 64,671,859 0.1% | USD 435.85 0.1% | |
| 2345.TW (ACCTON TECHNOLOGY CORP) | 1,205,000 | TWD 46,579,864 2.2% | TWD 38.6555 2.2% | |
| ANET (Arista Networks) | 337,175 | USD 44,453,152 0.8% | USD 131.84 0.8% | |
| 6701.T (NEC Corporation) | 1,167,700 | JPY 40,153,801 -0.8% | JPY 34.3871 -0.8% | |
| CFLT (Confluent Inc) | 1,305,917 | USD 39,321,161 -0.1% | USD 30.11 -0.1% | |
| IDCC (InterDigital Inc) | 118,075 | USD 39,046,222 0.7% | USD 330.69 0.7% | |
| CSCO (Cisco Systems Inc) | 483,658 | USD 37,802,709 0.2% | USD 78.16 0.2% | |
| DDOG (Datadog Inc) | 263,628 | USD 36,463,707 0.2% | USD 138.315 0.2% | |
| 6702.T (Fujitsu Limited) | 1,313,300 | JPY 35,790,941 -0.2% | JPY 27.2527 -0.2% | |
| AKAM (Akamai Technologies Inc) | 404,555 | USD 35,770,753 -0.5% | USD 88.42 -0.5% | |
| 3626.T (TIS Inc.) | 990,200 | JPY 33,480,376 0.0% | JPY 33.8117 0.0% | |
| CRWD (Crowdstrike Holdings Inc) | 67,673 | USD 32,563,571 0.9% | USD 481.19 0.9% | |
| WIPRO.BO (Wipro Ltd.) | 10,614,377 | INR 31,458,319 -0.7% | INR 2.96375 -0.7% | |
| 9735.T (SECOM CO., LTD.) | 854,200 | JPY 30,727,719 0.0% | JPY 35.9725 0.0% | |
| PANW (Palo Alto Networks Inc) | 161,532 | USD 30,440,705 0.7% | USD 188.45 0.7% | |
| DOCU (DocuSign Inc) | 409,139 | USD 28,627,456 0.5% | USD 69.97 0.5% | |
| RBRK (Rubrik, Inc.) | 361,714 | USD 28,452,423 -0.2% | USD 78.66 -0.2% | |
| FFIV (F5 Networks Inc) | 107,728 | USD 28,347,546 0.3% | USD 263.14 0.3% | |
| OKTA (Okta Inc) | 312,844 | USD 27,721,107 0.2% | USD 88.61 0.2% | |
| DLR (Digital Realty Trust Inc) | 177,798 | USD 27,560,468 -0.1% | USD 155.01 -0.1% | |
| BAH (Booz Allen Hamilton Holding) | 313,000 | USD 26,727,070 0.3% | USD 85.39 0.3% | |
| ACN (Accenture plc) | 98,310 | USD 26,650,858 0.4% | USD 271.09 0.4% | |
| EQIX (Equinix Inc) | 34,820 | USD 26,578,106 0.6% | USD 763.3 0.6% | |
| CHKP (Check Point Software Technologies Ltd) | 137,252 | USD 26,027,783 0.6% | USD 189.635 0.6% | |
| DT (Dynatrace Holdings LLC) | 584,773 | USD 25,922,987 1.3% | USD 44.33 1.3% | |
| FTNT (Fortinet Inc) | 310,507 | USD 25,324,951 0.5% | USD 81.56 0.5% | |
| ZS (Zscaler Inc) | 106,251 | USD 24,492,981 0.4% | USD 230.52 0.4% | |
| MIR (Mirion Technologies Inc) | 1,025,383 | USD 24,352,846 -0.9% | USD 23.75 -0.9% | |
| 4768.T (Otsuka Corporation) | 1,149,800 | JPY 24,109,599 0.1% | JPY 20.9685 0.1% | |
| PI (Impinj Inc) | 131,795 | USD 22,933,648 -2.1% | USD 174.01 -2.1% | |
| BCO (Brinks Company) | 190,987 | USD 22,847,775 0.3% | USD 119.63 0.3% | |
| QLYS (Qualys Inc) | 165,186 | USD 22,843,572 -0.9% | USD 138.29 -0.9% | |
| NTNX (Nutanix Inc) | 421,613 | USD 22,278,031 1.6% | USD 52.84 1.6% | |
| S (SentinelOne Inc) | 1,440,859 | USD 21,627,294 1.1% | USD 15.01 1.1% | |
| CVLT (CommVault Systems Inc) | 168,425 | USD 21,625,770 1.0% | USD 128.4 1.0% | |
| KD (Kyndryl Holdings Inc) | 782,191 | USD 21,291,239 -0.2% | USD 27.22 -0.2% | |
| OSIS (OSI Systems Inc) | 76,443 | USD 20,625,850 0.1% | USD 269.82 0.1% | |
| BOX (Box Inc) | 658,506 | USD 19,807,860 0.9% | USD 30.08 0.9% | |
| 4704.T (Trend Micro Incorporated) | 419,800 | JPY 18,158,011 1.0% | JPY 43.254 1.0% | |
| VRNS (Varonis Systems) | 507,845 | USD 17,053,435 0.4% | USD 33.58 0.4% | |
| UI (Ubiquiti Networks Inc) | 28,796 | USD 16,434,453 -0.1% | USD 570.72 -0.1% | |
| CALX (Calix Inc) | 264,059 | USD 14,330,482 -0.6% | USD 54.27 -0.6% | |
| ADT (ADT Inc) | 1,686,746 | USD 13,730,112 0.7% | USD 8.14 0.7% | |
| TENB (Tenable Holdings Inc) | 556,626 | USD 13,414,687 -0.3% | USD 24.1 -0.3% | |
| DXC (DXC Technology Co) | 829,506 | USD 12,525,541 | USD 15.1 | |
| 763.HK (ZTE CORP H) | 3,444,200 | HKD 12,321,133 0.1% | HKD 3.57736 0.1% | |
| ALRM (Alarm.com Holdings Inc) | 216,155 | USD 11,198,991 -0.1% | USD 51.81 -0.1% | |
| EXTR (Extreme Networks Inc) | 607,918 | USD 10,261,656 0.5% | USD 16.88 0.5% | |
| ASGN (ASGN Inc) | 197,808 | USD 9,894,356 0.3% | USD 50.02 0.3% | |
| BB.TO (BlackBerry Ltd) | 2,462,755 | CAD 9,844,889 0.1% | CAD 3.99751 0.1% | |
| NTCT (NetScout Systems Inc) | 322,133 | USD 8,971,404 -0.1% | USD 27.85 -0.1% | |
| AVPT (Avepoint Inc) | 564,841 | USD 7,777,861 1.3% | USD 13.77 1.3% | |
| DGII (Digi International Inc) | 168,241 | USD 7,485,042 0.8% | USD 44.49 0.8% | |
| NSSC (NAPCO Security Technologies Inc) | 162,733 | USD 6,958,463 2.0% | USD 42.76 2.0% | |
| ARLO (Arlo Technologies) | 466,978 | USD 6,612,408 0.9% | USD 14.16 0.9% | |
| ATEN (A10 Network) | 326,541 | USD 5,900,596 0.4% | USD 18.07 0.4% | |
| 6703.T (Oki Electric Industry Co., Ltd.) | 399,800 | JPY 5,060,598 0.7% | JPY 12.6578 0.7% | |
| 9917.TW (TAIWAN SECOM LTD) | 1,471,000 | TWD 4,984,220 0.1% | TWD 3.38832 0.1% | |
| 022100.KS (POSCO DX COMPANY LTD) | 233,397 | KRW 4,550,059 -3.9% | KRW 19.4949 -3.9% | |
| 489790.KQ (HANWHA VISION LTD) | 151,519 | KRW 4,493,851 -1.1% | KRW 29.6587 -1.1% | |
| RPD (Rapid7 Inc) | 290,567 | USD 4,474,732 0.5% | USD 15.4 0.5% | |
| 012750.KS (S-1 CORP) | 81,824 | KRW 4,405,122 -1.4% | KRW 53.8366 -1.4% | |
| 6214.TW (SYSTEX CORP) | 1,102,000 | TWD 4,312,425 -3.8% | TWD 3.91327 -3.8% | |
| TMV.DE (TeamViewer SE) | 599,636 | EUR 4,156,112 0.0% | EUR 6.93106 0.0% | |
| 5388.TW (SERCOMM CORP) | 1,374,000 | TWD 3,501,500 -1.7% | TWD 2.5484 -1.7% | |
| NTGR (NETGEAR Inc) | 132,374 | USD 3,260,372 0.4% | USD 24.63 0.4% | |
| ADTN (ADTRAN Inc) | 369,167 | USD 3,230,211 -0.7% | USD 8.75 -0.7% | |
| 3076.T (Ai Holdings Corporation) | 169,800 | JPY 3,120,825 1.0% | JPY 18.3794 1.0% | |
| 4722.T (Future Corporation) | 219,000 | JPY 2,801,464 0.4% | JPY 12.7921 0.4% | |
| GDYN (Grid Dynamics Holdings Inc) | 297,480 | USD 2,760,614 0.1% | USD 9.28 0.1% | |
| 3762.T (TechMatrix Corporation) | 178,200 | JPY 2,713,584 1.6% | JPY 15.2277 1.6% | |
| NCC.L (NCC Group plc) | 1,381,605 | GBP 2,623,881 0.0% | GBP 1.89915 0.0% | |
| ITMAX.KL (ITMAX SYSTEM) | 2,146,300 | MYR 2,544,705 -0.3% | MYR 1.18562 -0.3% | |
| 4432.T (WingArc1st Inc.) | 106,700 | JPY 2,486,313 1.6% | JPY 23.3019 1.6% | |
| OSPN (OneSpan Inc) | 187,139 | USD 2,417,836 1.2% | USD 12.92 1.2% | |
| 2326.T (Digital Arts Inc.) | 52,800 | JPY 2,146,767 0.2% | JPY 40.6585 0.2% | |
| 6588.T (Toshiba Tec Corporation) | 117,200 | JPY 2,077,645 -0.8% | JPY 17.7273 -0.8% | |
| TEJASNET.BO (Tejas Networks Limited) | 376,890 | INR 1,882,300 -0.8% | INR 4.9943 -0.8% | |
| TNXT.MI (Tinexta Spa) | 100,948 | EUR 1,767,917 0.0% | EUR 17.5131 0.0% | |
| 1686.HK (SUNEVISION HOLDINGS LTD) | 2,914,000 | HKD 1,747,403 0.1% | HKD 0.599658 0.1% | |
| 3059.TW (ALTEK CORP) | 1,262,094 | TWD 1,630,244 0.2% | TWD 1.2917 0.2% | |
| 6206.TW (FLYTECH TECHNOLOGY LTD) | 516,000 | TWD 1,492,274 -1.1% | TWD 2.892 -1.1% | |
| 050890.KQ (SOLiD, Inc.) | 248,374 | KRW 1,295,804 -0.4% | KRW 5.21715 -0.4% | |
| 3844.T (Comture Corporation) | 114,200 | JPY 1,256,437 1.7% | JPY 11.0021 1.7% | |
| 3962.T (CHANGE Holdings,Inc.) | 195,500 | JPY 1,244,801 0.6% | JPY 6.36727 0.6% | |
| 2332.TW (D-LINK CORP) | 2,404,000 | TWD 1,166,378 -2.1% | TWD 0.485182 -2.1% | |
| 053800.KQ (AhnLab, Inc.) | 24,791 | KRW 1,083,553 -0.3% | KRW 43.7075 -0.3% | |
| OVH.PA (OVH Groupe SAS) | 125,545 | EUR 1,077,904 0.0% | EUR 8.5858 0.0% | |
| UIS (Unisys Corporation) | 315,136 | USD 901,289 1.8% | USD 2.86 1.8% | |
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.