| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 1,167,528 | USD 209,676,354 | USD | New holding detected |
| AAPL (Apple Inc) | 637,287 | USD 181,085,101 | USD | New holding detected |
| MSFT (Microsoft Corporation) | 295,406 | USD 141,124,308 | USD | New holding detected |
| AVGO (Broadcom Inc) | 213,094 | USD 81,105,707 | USD | New holding detected |
| ASML.AS (ASML Holding NV) | 30,630 | EUR 34,411,853 | EUR | New holding detected |
| SAP.DE (SAP SE) | 101,096 | EUR 24,344,925 | EUR | New holding detected |
| NOW (ServiceNow Inc) | 25,471 | USD 21,214,796 | USD | New holding detected |
| INTU (Intuit Inc) | 27,560 | USD 17,850,061 | USD | New holding detected |
| ADBE (Adobe Systems Incorporated) | 49,725 | USD 16,249,136 | USD | New holding detected |
| ADSK (Autodesk Inc) | 52,509 | USD 16,132,865 | USD | New holding detected |
| PANW (Palo Alto Networks Inc) | 82,938 | USD 16,059,285 | USD | New holding detected |
| NXPI (NXP Semiconductors NV) | 62,141 | USD 14,140,806 | USD | New holding detected |
| LRCX (Lam Research Corp) | 80,484 | USD 12,857,319 | USD | New holding detected |
| ORCL (Oracle Corporation) | 59,099 | USD 12,276,635 | USD | New holding detected |
| CDNS (Cadence Design Systems Inc) | 35,576 | USD 11,957,449 | USD | New holding detected |
| SNPS (Synopsys Inc) | 24,776 | USD 11,556,517 | USD | New holding detected |
| 6702.T (Fujitsu Limited) | 424,800 | JPY 11,244,263 | JPY | New holding detected |
| 6701.T (NEC Corporation) | 259,900 | JPY 9,645,273 | JPY | New holding detected |
| INTC (Intel Corporation) | 212,484 | USD 9,298,300 | USD | New holding detected |
| ADI (Analog Devices Inc) | 33,206 | USD 9,239,237 | USD | New holding detected |
| CRM (Salesforce.com Inc) | 34,852 | USD 8,319,869 | USD | New holding detected |
| PLTR (Palantir Technologies Inc) | 46,813 | USD 8,242,833 | USD | New holding detected |
| MU (Micron Technology Inc) | 34,366 | USD 8,047,143 | USD | New holding detected |
| 8035.T (Tokyo Electron Limited) | 37,000 | JPY 7,813,058 | JPY | New holding detected |
| HPE (Hewlett Packard Enterprise Co) | 323,610 | USD 7,203,559 | USD | New holding detected |
| SHOP.TO (Shopify Inc) | 44,482 | CAD 7,115,398 | CAD | New holding detected |
| IFX.DE (Infineon Technologies AG) | 162,273 | EUR 6,953,428 | EUR | New holding detected |
| NTAP (NetApp Inc) | 49,405 | USD 5,664,777 | USD | New holding detected |
| ACN (Accenture plc) | 19,008 | USD 5,186,333 | USD | New holding detected |
| NOKIA.HE (Nokia Oyj) | 763,146 | EUR 4,695,338 | EUR | New holding detected |
| MRVL (Marvell Technology Group Ltd) | 46,337 | USD 4,642,967 | USD | New holding detected |
| HUBS (HubSpot Inc) | 12,114 | USD 4,542,387 | USD | New holding detected |
| DSY.PA (Dassault Systemes SE) | 165,711 | EUR 4,523,839 | EUR | New holding detected |
| IT (Gartner Inc) | 18,660 | USD 4,327,441 | USD | New holding detected |
| FTNT (Fortinet Inc) | 48,420 | USD 4,007,239 | USD | New holding detected |
| CSCO (Cisco Systems Inc) | 48,685 | USD 3,785,259 | USD | New holding detected |
| 4307.T (Nomura Research Institute, Ltd.) | 93,000 | JPY 3,754,508 | JPY | New holding detected |
| TXN (Texas Instruments Incorporated) | 18,838 | USD 3,439,819 | USD | New holding detected |
| FFIV (F5 Networks Inc) | 14,155 | USD 3,406,118 | USD | New holding detected |
| DOCU (DocuSign Inc) | 48,010 | USD 3,390,466 | USD | New holding detected |
| SGE.L (Sage Group PLC) | 238,464 | GBP 3,379,365 | GBP | New holding detected |
| DT (Dynatrace Holdings LLC) | 75,289 | USD 3,346,596 | USD | New holding detected |
| ANET (Arista Networks) | 24,757 | USD 3,163,945 | USD | New holding detected |
| NTNX (Nutanix Inc) | 62,908 | USD 2,984,985 | USD | New holding detected |
| QCOM (Qualcomm Incorporated) | 13,213 | USD 2,313,200 | USD | New holding detected |
| CLS.TO (Celestica Inc.) | 6,923 | CAD 2,134,869 | CAD | New holding detected |
| STMPA.PA (STMicroelectronics NV) | 85,501 | EUR 2,126,750 | EUR | New holding detected |
| OTEX.TO (Open Text Corp) | 63,127 | CAD 2,112,078 | CAD | New holding detected |
| KLAC (KLA-Tencor Corporation) | 1,633 | USD 1,978,788 | USD | New holding detected |
| APP (Applovin Corp) | 2,782 | USD 1,842,268 | USD | New holding detected |
| 6841.T (Yokogawa Electric Corporation) | 55,900 | JPY 1,786,812 | JPY | New holding detected |
| CRWD (Crowdstrike Holdings Inc) | 3,179 | USD 1,666,336 | USD | New holding detected |
| MNDY (Monday.Com Ltd) | 10,614 | USD 1,618,847 | USD | New holding detected |
| MDB (MongoDB) | 3,780 | USD 1,534,453 | USD | New holding detected |
| 6857.T (Advantest Corporation) | 11,000 | JPY 1,478,146 | JPY | New holding detected |
| SNOW (Snowflake Inc.) | 3,790 | USD 1,004,350 | USD | New holding detected |
| 6861.T (Keyence Corporation) | 2,600 | JPY 876,297 | JPY | New holding detected |
| TEL (TE Connectivity Ltd) | 3,666 | USD 846,113 | USD | New holding detected |
| CIEN (Ciena Corp) | 3,460 | USD 668,991 | USD | New holding detected |
| CSU.TO (Constellation Software Inc.) | 266 | CAD 628,038 | CAD | New holding detected |
| MSTR (MicroStrategy Incorporated) | 3,126 | USD 588,907 | USD | New holding detected |
| WDAY (Workday Inc) | 2,657 | USD 570,830 | USD | New holding detected |
| ZS (Zscaler Inc) | 2,268 | USD 552,621 | USD | New holding detected |
| FICO (Fair Isaac Corporation) | 307 | USD 541,041 | USD | New holding detected |
| DELL (Dell Technologies Inc) | 4,032 | USD 538,796 | USD | New holding detected |
| MPWR (Monolithic Power Systems Inc) | 556 | USD 532,659 | USD | New holding detected |
| DDOG (Datadog Inc) | 3,351 | USD 522,186 | USD | New holding detected |
| CTSH (Cognizant Technology Solutions Corp Class A) | 6,140 | USD 486,534 | USD | New holding detected |
| 6981.T (Murata Manufacturing Co., Ltd.) | 22,000 | JPY 469,804 | JPY | New holding detected |
| MCHP (Microchip Technology Inc) | 6,499 | USD 413,401 | USD | New holding detected |
| 6762.T (TDK Corporation) | 25,100 | JPY 392,988 | JPY | New holding detected |
| TER (Teradyne Inc) | 1,946 | USD 379,626 | USD | New holding detected |
| 6146.T (Disco Corporation) | 1,300 | JPY 372,158 | JPY | New holding detected |
| FSLR (First Solar Inc) | 1,411 | USD 361,301 | USD | New holding detected |
| CRDO (Credo Technology Group Holding Ltd) | 1,905 | USD 360,407 | USD | New holding detected |
| ASM.AS (ASM International NV) | 571 | EUR 330,539 | EUR | New holding detected |
| CAP.PA (Capgemini SE) | 1,895 | EUR 302,750 | EUR | New holding detected |
| OKTA (Okta Inc) | 3,429 | USD 296,060 | USD | New holding detected |
| ON (ON Semiconductor Corporation) | 5,142 | USD 293,865 | USD | New holding detected |
| PSTG (Pure Storage Inc) | 4,220 | USD 290,547 | USD | New holding detected |
| HPQ (HP Inc) | 11,379 | USD 286,637 | USD | New holding detected |
| 7751.T (Canon Inc.) | 9,600 | JPY 283,050 | JPY | New holding detected |
| 4901.T (FUJIFILM Holdings Corporation) | 12,900 | JPY 275,143 | JPY | New holding detected |
| FLEX (Flex Ltd) | 4,558 | USD 267,874 | USD | New holding detected |
| PTC (PTC Inc) | 1,462 | USD 259,315 | USD | New holding detected |
| ENTG (Entegris Inc) | 2,865 | USD 247,164 | USD | New holding detected |
| 6971.T (Kyocera Corporation) | 17,800 | JPY 244,695 | JPY | New holding detected |
| GDDY (Godaddy Inc) | 1,856 | USD 241,428 | USD | New holding detected |
| TRMB (Trimble Inc) | 2,895 | USD 238,360 | USD | New holding detected |
| 6723.T (Renesas Electronics Corporation) | 19,100 | JPY 237,650 | JPY | New holding detected |
| TWLO (Twilio Inc) | 1,841 | USD 235,869 | USD | New holding detected |
| ZM (Zoom Video Communications Inc) | 2,735 | USD 234,225 | USD | New holding detected |
| VRSN (VeriSign Inc) | 936 | USD 233,944 | USD | New holding detected |
| CHKP (Check Point Software Technologies Ltd) | 1,185 | USD 226,454 | USD | New holding detected |
| TYL (Tyler Technologies Inc) | 485 | USD 223,992 | USD | New holding detected |
| SMCI (Super Micro Computer Inc) | 6,643 | USD 223,736 | USD | New holding detected |
| 4768.T (Otsuka Corporation) | 10,800 | JPY 220,126 | JPY | New holding detected |
| 6920.T (Lasertec Corporation) | 1,100 | JPY 214,778 | JPY | New holding detected |
| GIB-A.TO (CGI Inc) | 2,387 | CAD 213,648 | CAD | New holding detected |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 204,773 | JPY | New holding detected |
| 4684.T (OBIC Co.,Ltd.) | 6,200 | JPY 200,895 | JPY | New holding detected |
| BSY (Bentley Systems Inc) | 4,363 | USD 185,951 | USD | New holding detected |
| ZBRA (Zebra Technologies Corporation) | 705 | USD 182,835 | USD | New holding detected |
| HLMA.L (Halma PLC) | 3,814 | GBP 181,216 | GBP | New holding detected |
| 7735.T (SCREEN Holdings Co., Ltd.) | 2,000 | JPY 180,823 | JPY | New holding detected |
| IOT (Samsara Inc) | 4,617 | USD 180,109 | USD | New holding detected |
| IONQ (IONQ Inc) | 3,600 | USD 175,140 | USD | New holding detected |
| BESI.AS (BE Semiconductor Industries NV) | 1,094 | EUR 173,441 | EUR | New holding detected |
| 3626.T (TIS Inc.) | 5,000 | JPY 163,204 | JPY | New holding detected |
| 7701.T (Shimadzu Corporation) | 5,500 | JPY 155,857 | JPY | New holding detected |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 153,707 | JPY | New holding detected |
| DSG.TO (Descartes Systems Group Inc) | 1,840 | CAD 152,764 | CAD | New holding detected |
| NEM.DE (Nemetschek SE) | 1,396 | EUR 152,620 | EUR | New holding detected |
| 9719.T (SCSK Corporation) | 4,000 | JPY 146,616 | JPY | New holding detected |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 1,167,528 | USD 211,859,631 0.9% | USD 181.46 0.9% | |
| AAPL (Apple Inc) | 637,287 | USD 182,385,167 1.1% | USD 286.19 1.1% | |
| MSFT (Microsoft Corporation) | 295,406 | USD 144,748,940 0.7% | USD 490 0.7% | |
| AVGO (Broadcom Inc) | 213,094 | USD 81,310,278 -1.2% | USD 381.57 -1.2% | |
| ASML.AS (ASML Holding NV) | 30,630 | EUR 33,385,671 1.1% | EUR 1089.97 1.1% | |
| SAP.DE (SAP SE) | 101,096 | EUR 24,388,511 -0.7% | EUR 241.241 -0.7% | |
| NOW (ServiceNow Inc) | 25,471 | USD 20,997,783 0.3% | USD 824.38 0.3% | |
| INTU (Intuit Inc) | 27,560 | USD 17,517,963 0.6% | USD 635.63 0.6% | |
| ADSK (Autodesk Inc) | 52,509 | USD 16,290,917 1.7% | USD 310.25 1.7% | |
| ADBE (Adobe Systems Incorporated) | 49,725 | USD 16,051,727 0.0% | USD 322.81 0.0% | |
| PANW (Palo Alto Networks Inc) | 82,938 | USD 15,748,267 1.1% | USD 189.88 1.1% | |
| NXPI (NXP Semiconductors NV) | 62,141 | USD 13,382,064 8.0% | USD 215.35 8.0% | |
| LRCX (Lam Research Corp) | 80,484 | USD 12,731,764 2.2% | USD 158.19 2.2% | |
| ORCL (Oracle Corporation) | 59,099 | USD 11,884,809 0.1% | USD 201.1 0.1% | |
| CDNS (Cadence Design Systems Inc) | 35,576 | USD 11,311,033 2.7% | USD 317.94 2.7% | |
| 6702.T (Fujitsu Limited) | 424,800 | JPY 11,223,908 0.3% | JPY 26.4216 0.3% | |
| SNPS (Synopsys Inc) | 24,776 | USD 11,133,096 2.5% | USD 449.35 2.5% | |
| 6701.T (NEC Corporation) | 259,900 | JPY 9,807,830 2.7% | JPY 37.7369 2.7% | |
| INTC (Intel Corporation) | 212,484 | USD 9,236,679 8.6% | USD 43.47 8.6% | |
| ADI (Analog Devices Inc) | 33,206 | USD 9,064,242 2.4% | USD 272.97 2.4% | |
| MU (Micron Technology Inc) | 34,366 | USD 8,230,313 -0.4% | USD 239.49 -0.4% | |
| CRM (Salesforce.com Inc) | 34,852 | USD 8,180,113 0.8% | USD 234.71 0.8% | |
| PLTR (Palantir Technologies Inc) | 46,813 | USD 7,990,511 1.9% | USD 170.69 1.9% | |
| 8035.T (Tokyo Electron Limited) | 37,000 | JPY 7,428,718 -1.6% | JPY 200.776 -1.6% | |
| HPE (Hewlett Packard Enterprise Co) | 323,610 | USD 7,093,531 -0.1% | USD 21.92 -0.1% | |
| SHOP.TO (Shopify Inc) | 44,482 | CAD 6,978,916 4.8% | CAD 156.893 4.8% | |
| IFX.DE (Infineon Technologies AG) | 162,273 | EUR 6,738,882 0.9% | EUR 41.5281 0.9% | |
| NTAP (NetApp Inc) | 49,405 | USD 5,722,581 3.2% | USD 115.83 3.2% | |
| ACN (Accenture plc) | 19,008 | USD 4,961,468 1.4% | USD 261.02 1.4% | |
| NOKIA.HE (Nokia Oyj) | 763,146 | EUR 4,705,080 0.4% | EUR 6.16537 0.4% | |
| HUBS (HubSpot Inc) | 12,114 | USD 4,522,398 0.0% | USD 373.32 0.0% | |
| DSY.PA (Dassault Systemes SE) | 165,711 | EUR 4,504,427 -2.0% | EUR 27.1824 -2.0% | |
| MRVL (Marvell Technology Group Ltd) | 46,337 | USD 4,304,244 2.0% | USD 92.89 2.0% | |
| IT (Gartner Inc) | 18,660 | USD 4,266,049 -0.9% | USD 228.62 -0.9% | |
| FTNT (Fortinet Inc) | 48,420 | USD 4,015,955 1.4% | USD 82.94 1.4% | |
| 4307.T (Nomura Research Institute, Ltd.) | 93,000 | JPY 3,788,723 0.5% | JPY 40.739 0.5% | |
| CSCO (Cisco Systems Inc) | 48,685 | USD 3,742,416 1.1% | USD 76.87 1.1% | |
| DT (Dynatrace Holdings LLC) | 75,289 | USD 3,380,476 0.6% | USD 44.9 0.6% | |
| FFIV (F5 Networks Inc) | 14,155 | USD 3,376,251 0.0% | USD 238.52 0.0% | |
| SGE.L (Sage Group PLC) | 238,464 | GBP 3,348,239 -1.4% | GBP 14.0409 -1.4% | |
| DOCU (DocuSign Inc) | 48,010 | USD 3,305,969 0.8% | USD 68.86 0.8% | |
| TXN (Texas Instruments Incorporated) | 18,838 | USD 3,301,548 4.2% | USD 175.26 4.2% | |
| ANET (Arista Networks) | 24,757 | USD 3,149,586 -0.7% | USD 127.22 -0.7% | |
| NTNX (Nutanix Inc) | 62,908 | USD 2,929,626 -1.3% | USD 46.57 -1.3% | |
| QCOM (Qualcomm Incorporated) | 13,213 | USD 2,255,459 1.6% | USD 170.7 1.6% | |
| OTEX.TO (Open Text Corp) | 63,127 | CAD 2,119,359 -0.7% | CAD 33.5729 -0.7% | |
| CLS.TO (Celestica Inc.) | 6,923 | CAD 2,108,070 -4.5% | CAD 304.502 -4.5% | |
| STMPA.PA (STMicroelectronics NV) | 85,501 | EUR 2,001,605 0.9% | EUR 23.4103 0.9% | |
| KLAC (KLA-Tencor Corporation) | 1,633 | USD 1,943,041 2.8% | USD 1189.86 2.8% | |
| APP (Applovin Corp) | 2,782 | USD 1,816,646 4.7% | USD 653 4.7% | |
| 6841.T (Yokogawa Electric Corporation) | 55,900 | JPY 1,757,733 -0.1% | JPY 31.4442 -0.1% | |
| CRWD (Crowdstrike Holdings Inc) | 3,179 | USD 1,642,112 2.5% | USD 516.55 2.5% | |
| MNDY (Monday.Com Ltd) | 10,614 | USD 1,577,240 -0.9% | USD 148.6 -0.9% | |
| MDB (MongoDB) | 3,780 | USD 1,519,522 22.2% | USD 401.99 22.2% | |
| 6857.T (Advantest Corporation) | 11,000 | JPY 1,397,800 0.0% | JPY 127.073 0.0% | |
| SNOW (Snowflake Inc.) | 3,790 | USD 984,187 3.0% | USD 259.68 3.0% | |
| 6861.T (Keyence Corporation) | 2,600 | JPY 871,753 -0.8% | JPY 335.29 -0.8% | |
| TEL (TE Connectivity Ltd) | 3,666 | USD 841,530 1.7% | USD 229.55 1.7% | |
| CIEN (Ciena Corp) | 3,460 | USD 700,650 0.8% | USD 202.5 0.8% | |
| CSU.TO (Constellation Software Inc.) | 266 | CAD 631,833 -0.1% | CAD 2375.31 -0.1% | |
| MSTR (MicroStrategy Incorporated) | 3,126 | USD 566,838 5.8% | USD 181.33 5.8% | |
| WDAY (Workday Inc) | 2,657 | USD 566,100 -0.1% | USD 213.06 -0.1% | |
| DELL (Dell Technologies Inc) | 4,032 | USD 548,150 2.9% | USD 135.95 2.9% | |
| ZS (Zscaler Inc) | 2,268 | USD 548,130 -0.7% | USD 241.68 -0.7% | |
| FICO (Fair Isaac Corporation) | 307 | USD 546,064 0.6% | USD 1778.71 0.6% | |
| MPWR (Monolithic Power Systems Inc) | 556 | USD 529,412 2.6% | USD 952.18 2.6% | |
| DDOG (Datadog Inc) | 3,351 | USD 524,364 -0.9% | USD 156.48 -0.9% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 6,140 | USD 477,017 0.3% | USD 77.6901 0.3% | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 22,000 | JPY 461,747 1.0% | JPY 20.9885 1.0% | |
| 6762.T (TDK Corporation) | 25,100 | JPY 401,065 0.0% | JPY 15.9787 0.0% | |
| PSTG (Pure Storage Inc) | 4,220 | USD 399,718 7.0% | USD 94.7199 7.0% | |
| FSLR (First Solar Inc) | 1,411 | USD 370,472 -0.4% | USD 262.56 -0.4% | |
| TER (Teradyne Inc) | 1,946 | USD 369,623 5.7% | USD 189.94 5.7% | |
| MCHP (Microchip Technology Inc) | 6,499 | USD 368,558 6.1% | USD 56.71 6.1% | |
| CRDO (Credo Technology Group Holding Ltd) | 1,905 | USD 358,978 10.1% | USD 188.44 10.1% | |
| 6146.T (Disco Corporation) | 1,300 | JPY 354,489 -0.4% | JPY 272.684 -0.4% | |
| ASM.AS (ASM International NV) | 571 | EUR 317,183 1.8% | EUR 555.487 1.8% | |
| CAP.PA (Capgemini SE) | 1,895 | EUR 302,972 0.9% | EUR 159.88 0.9% | |
| HPQ (HP Inc) | 11,379 | USD 286,182 3.1% | USD 25.15 3.1% | |
| 7751.T (Canon Inc.) | 9,600 | JPY 282,960 1.0% | JPY 29.475 1.0% | |
| OKTA (Okta Inc) | 3,429 | USD 280,732 1.5% | USD 81.8699 1.5% | |
| 4901.T (FUJIFILM Holdings Corporation) | 12,900 | JPY 274,723 0.5% | JPY 21.2964 0.5% | |
| ON (ON Semiconductor Corporation) | 5,142 | USD 264,710 2.1% | USD 51.48 2.1% | |
| FLEX (Flex Ltd) | 4,558 | USD 261,720 1.5% | USD 57.4199 1.5% | |
| PTC (PTC Inc) | 1,462 | USD 258,014 0.9% | USD 176.48 0.9% | |
| 6971.T (Kyocera Corporation) | 17,800 | JPY 242,060 -0.2% | JPY 13.5989 -0.2% | |
| TWLO (Twilio Inc) | 1,841 | USD 238,907 1.7% | USD 129.77 1.7% | |
| GDDY (Godaddy Inc) | 1,856 | USD 238,143 0.3% | USD 128.31 0.3% | |
| TRMB (Trimble Inc) | 2,895 | USD 238,056 0.7% | USD 82.23 0.7% | |
| VRSN (VeriSign Inc) | 936 | USD 237,435 1.1% | USD 253.67 1.1% | |
| ZM (Zoom Video Communications Inc) | 2,735 | USD 231,272 -0.4% | USD 84.5601 -0.4% | |
| ENTG (Entegris Inc) | 2,865 | USD 228,684 4.6% | USD 79.8199 4.6% | |
| TYL (Tyler Technologies Inc) | 485 | USD 223,842 -0.9% | USD 461.53 -0.9% | |
| 6723.T (Renesas Electronics Corporation) | 19,100 | JPY 222,065 -0.3% | JPY 11.6264 -0.3% | |
| CHKP (Check Point Software Technologies Ltd) | 1,185 | USD 221,891 0.1% | USD 187.25 0.1% | |
| 4768.T (Otsuka Corporation) | 10,800 | JPY 219,194 3.1% | JPY 20.2957 3.1% | |
| SMCI (Super Micro Computer Inc) | 6,643 | USD 218,688 -1.5% | USD 32.9201 -1.5% | |
| GIB-A.TO (CGI Inc) | 2,387 | CAD 212,041 0.4% | CAD 88.8316 0.4% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 203,983 -2.2% | JPY 84.9929 -2.2% | |
| 4684.T (OBIC Co.,Ltd.) | 6,200 | JPY 200,443 -0.3% | JPY 32.3295 -0.3% | |
| 6920.T (Lasertec Corporation) | 1,100 | JPY 199,262 1.2% | JPY 181.147 1.2% | |
| BSY (Bentley Systems Inc) | 4,363 | USD 185,035 1.3% | USD 42.41 1.3% | |
| HLMA.L (Halma PLC) | 3,814 | GBP 179,966 0.8% | GBP 47.1856 0.8% | |
| ZBRA (Zebra Technologies Corporation) | 705 | USD 178,626 0.8% | USD 253.37 0.8% | |
| IOT (Samsara Inc) | 4,617 | USD 175,354 1.9% | USD 37.9801 1.9% | |
| IONQ (IONQ Inc) | 3,600 | USD 168,948 -0.4% | USD 46.93 -0.4% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 2,000 | JPY 166,843 -1.6% | JPY 83.4215 -1.6% | |
| BESI.AS (BE Semiconductor Industries NV) | 1,094 | EUR 166,782 1.0% | EUR 152.452 1.0% | |
| 3626.T (TIS Inc.) | 5,000 | JPY 163,796 -0.5% | JPY 32.7592 -0.5% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 155,462 0.2% | JPY 50.149 0.2% | |
| 7701.T (Shimadzu Corporation) | 5,500 | JPY 155,127 -0.6% | JPY 28.2049 -0.6% | |
| NEM.DE (Nemetschek SE) | 1,396 | EUR 154,979 0.4% | EUR 111.016 0.4% | |
| DSG.TO (Descartes Systems Group Inc) | 1,840 | CAD 151,856 0.5% | CAD 82.5304 0.5% | |
| 9719.T (SCSK Corporation) | 4,000 | JPY 145,970 -0.5% | JPY 36.4925 -0.5% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 1,167,528 | USD 210,061,638 1.6% | USD 179.92 1.6% | |
| AAPL (Apple Inc) | 637,287 | USD 180,415,950 1.5% | USD 283.1 1.5% | |
| MSFT (Microsoft Corporation) | 295,406 | USD 143,785,916 -1.1% | USD 486.74 -1.1% | |
| AVGO (Broadcom Inc) | 213,094 | USD 82,271,332 -4.2% | USD 386.08 -4.2% | |
| ASML.AS (ASML Holding NV) | 30,630 | EUR 33,011,547 2.8% | EUR 1077.75 2.8% | |
| SAP.DE (SAP SE) | 101,096 | EUR 24,561,344 0.4% | EUR 242.951 0.4% | |
| NOW (ServiceNow Inc) | 25,471 | USD 20,938,945 1.2% | USD 822.07 1.2% | |
| INTU (Intuit Inc) | 27,560 | USD 17,407,447 -0.4% | USD 631.62 -0.4% | |
| ADBE (Adobe Systems Incorporated) | 49,725 | USD 16,053,716 0.8% | USD 322.85 0.8% | |
| ADSK (Autodesk Inc) | 52,509 | USD 16,021,546 0.6% | USD 305.12 0.6% | |
| PANW (Palo Alto Networks Inc) | 82,938 | USD 15,569,951 -1.3% | USD 187.73 -1.3% | |
| LRCX (Lam Research Corp) | 80,484 | USD 12,458,118 -0.8% | USD 154.79 -0.8% | |
| NXPI (NXP Semiconductors NV) | 62,141 | USD 12,396,508 2.3% | USD 199.49 2.3% | |
| ORCL (Oracle Corporation) | 59,099 | USD 11,875,353 -0.5% | USD 200.94 -0.5% | |
| 6702.T (Fujitsu Limited) | 424,800 | JPY 11,188,678 -0.9% | JPY 26.3387 -0.9% | |
| CDNS (Cadence Design Systems Inc) | 35,576 | USD 11,015,041 -0.7% | USD 309.62 -0.7% | |
| SNPS (Synopsys Inc) | 24,776 | USD 10,859,073 4.9% | USD 438.29 4.9% | |
| 6701.T (NEC Corporation) | 259,900 | JPY 9,546,731 -2.7% | JPY 36.7323 -2.7% | |
| ADI (Analog Devices Inc) | 33,206 | USD 8,849,731 0.4% | USD 266.51 0.4% | |
| INTC (Intel Corporation) | 212,484 | USD 8,501,485 -1.4% | USD 40.01 -1.4% | |
| MU (Micron Technology Inc) | 34,366 | USD 8,263,648 1.7% | USD 240.46 1.7% | |
| CRM (Salesforce.com Inc) | 34,852 | USD 8,114,591 1.0% | USD 232.83 1.0% | |
| PLTR (Palantir Technologies Inc) | 46,813 | USD 7,840,709 -0.6% | USD 167.49 -0.6% | |
| 8035.T (Tokyo Electron Limited) | 37,000 | JPY 7,545,762 0.1% | JPY 203.94 0.1% | |
| HPE (Hewlett Packard Enterprise Co) | 323,610 | USD 7,100,003 0.3% | USD 21.94 0.3% | |
| IFX.DE (Infineon Technologies AG) | 162,273 | EUR 6,680,812 -2.4% | EUR 41.1702 -2.4% | |
| SHOP.TO (Shopify Inc) | 44,482 | CAD 6,660,435 -6.5% | CAD 149.733 -6.5% | |
| NTAP (NetApp Inc) | 49,405 | USD 5,546,699 0.6% | USD 112.27 0.6% | |
| ACN (Accenture plc) | 19,008 | USD 4,893,229 3.0% | USD 257.43 3.0% | |
| NOKIA.HE (Nokia Oyj) | 763,146 | EUR 4,684,430 0.9% | EUR 6.13831 0.9% | |
| DSY.PA (Dassault Systemes SE) | 165,711 | EUR 4,596,417 -0.9% | EUR 27.7375 -0.9% | |
| HUBS (HubSpot Inc) | 12,114 | USD 4,523,368 1.7% | USD 373.4 1.7% | |
| IT (Gartner Inc) | 18,660 | USD 4,306,355 -0.8% | USD 230.78 -0.8% | |
| MRVL (Marvell Technology Group Ltd) | 46,337 | USD 4,221,301 1.9% | USD 91.1 1.9% | |
| FTNT (Fortinet Inc) | 48,420 | USD 3,961,724 0.9% | USD 81.82 0.9% | |
| 4307.T (Nomura Research Institute, Ltd.) | 93,000 | JPY 3,768,690 1.4% | JPY 40.5235 1.4% | |
| CSCO (Cisco Systems Inc) | 48,685 | USD 3,702,007 -1.2% | USD 76.04 -1.2% | |
| SGE.L (Sage Group PLC) | 238,464 | GBP 3,394,102 0.0% | GBP 14.2332 0.0% | |
| FFIV (F5 Networks Inc) | 14,155 | USD 3,376,958 -0.2% | USD 238.57 -0.2% | |
| DT (Dynatrace Holdings LLC) | 75,289 | USD 3,360,148 0.2% | USD 44.63 0.2% | |
| DOCU (DocuSign Inc) | 48,010 | USD 3,280,523 -1.5% | USD 68.33 -1.5% | |
| ANET (Arista Networks) | 24,757 | USD 3,171,619 -2.0% | USD 128.11 -2.0% | |
| TXN (Texas Instruments Incorporated) | 18,838 | USD 3,167,798 -0.1% | USD 168.16 -0.1% | |
| NTNX (Nutanix Inc) | 62,908 | USD 2,968,629 -1.3% | USD 47.19 -1.3% | |
| QCOM (Qualcomm Incorporated) | 13,213 | USD 2,220,313 0.0% | USD 168.04 0.0% | |
| CLS.TO (Celestica Inc.) | 6,923 | CAD 2,207,002 -7.4% | CAD 318.793 -7.4% | |
| OTEX.TO (Open Text Corp) | 63,127 | CAD 2,133,991 0.2% | CAD 33.8047 0.2% | |
| STMPA.PA (STMicroelectronics NV) | 85,501 | EUR 1,983,583 1.1% | EUR 23.1995 1.1% | |
| KLAC (KLA-Tencor Corporation) | 1,633 | USD 1,889,675 -1.6% | USD 1157.18 -1.6% | |
| 6841.T (Yokogawa Electric Corporation) | 55,900 | JPY 1,760,312 -1.6% | JPY 31.4904 -1.6% | |
| APP (Applovin Corp) | 2,782 | USD 1,734,827 4.0% | USD 623.59 4.0% | |
| CRWD (Crowdstrike Holdings Inc) | 3,179 | USD 1,602,629 -1.0% | USD 504.13 -1.0% | |
| MNDY (Monday.Com Ltd) | 10,614 | USD 1,591,145 4.2% | USD 149.91 4.2% | |
| 6857.T (Advantest Corporation) | 11,000 | JPY 1,397,208 -3.7% | JPY 127.019 -3.7% | |
| MDB (MongoDB) | 3,780 | USD 1,243,129 -1.1% | USD 328.87 -1.1% | |
| SNOW (Snowflake Inc.) | 3,790 | USD 955,080 0.3% | USD 252 0.3% | |
| 6861.T (Keyence Corporation) | 2,600 | JPY 879,100 -0.7% | JPY 338.115 -0.7% | |
| TEL (TE Connectivity Ltd) | 3,666 | USD 827,600 -0.2% | USD 225.75 -0.2% | |
| CIEN (Ciena Corp) | 3,460 | USD 695,183 -1.6% | USD 200.92 -1.6% | |
| CSU.TO (Constellation Software Inc.) | 266 | CAD 632,242 -2.0% | CAD 2376.85 -2.0% | |
| WDAY (Workday Inc) | 2,657 | USD 566,871 -1.1% | USD 213.35 -1.1% | |
| ZS (Zscaler Inc) | 2,268 | USD 551,759 -3.3% | USD 243.28 -3.3% | |
| FICO (Fair Isaac Corporation) | 307 | USD 542,985 -2.1% | USD 1768.68 -2.1% | |
| MSTR (MicroStrategy Incorporated) | 3,126 | USD 535,859 -3.3% | USD 171.42 -3.3% | |
| DELL (Dell Technologies Inc) | 4,032 | USD 532,587 -0.9% | USD 132.09 -0.9% | |
| DDOG (Datadog Inc) | 3,351 | USD 529,123 -1.3% | USD 157.9 -1.3% | |
| MPWR (Monolithic Power Systems Inc) | 556 | USD 516,163 0.0% | USD 928.351 0.0% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 6,140 | USD 475,420 -0.4% | USD 77.43 -0.4% | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 22,000 | JPY 457,320 1.0% | JPY 20.7873 1.0% | |
| 6762.T (TDK Corporation) | 25,100 | JPY 400,949 -2.6% | JPY 15.9741 -2.6% | |
| PSTG (Pure Storage Inc) | 4,220 | USD 373,681 -0.5% | USD 88.55 -0.5% | |
| FSLR (First Solar Inc) | 1,411 | USD 371,855 -3.4% | USD 263.54 -3.4% | |
| 6146.T (Disco Corporation) | 1,300 | JPY 355,814 -2.3% | JPY 273.703 -2.3% | |
| TER (Teradyne Inc) | 1,946 | USD 349,560 -1.2% | USD 179.63 -1.2% | |
| MCHP (Microchip Technology Inc) | 6,499 | USD 347,242 -0.3% | USD 53.4301 -0.3% | |
| CRDO (Credo Technology Group Holding Ltd) | 1,905 | USD 326,003 -3.6% | USD 171.13 -3.6% | |
| ASM.AS (ASM International NV) | 571 | EUR 311,649 -0.9% | EUR 545.795 -0.9% | |
| CAP.PA (Capgemini SE) | 1,895 | EUR 300,390 1.3% | EUR 158.517 1.3% | |
| 7751.T (Canon Inc.) | 9,600 | JPY 280,086 -1.2% | JPY 29.1756 -1.2% | |
| HPQ (HP Inc) | 11,379 | USD 277,534 -0.1% | USD 24.39 -0.1% | |
| OKTA (Okta Inc) | 3,429 | USD 276,515 0.4% | USD 80.6401 0.4% | |
| 4901.T (FUJIFILM Holdings Corporation) | 12,900 | JPY 273,312 -1.6% | JPY 21.187 -1.6% | |
| ON (ON Semiconductor Corporation) | 5,142 | USD 259,311 0.4% | USD 50.43 0.4% | |
| FLEX (Flex Ltd) | 4,558 | USD 257,755 -4.3% | USD 56.55 -4.3% | |
| PTC (PTC Inc) | 1,462 | USD 255,675 -0.3% | USD 174.88 -0.3% | |
| 6971.T (Kyocera Corporation) | 17,800 | JPY 242,506 -0.5% | JPY 13.6239 -0.5% | |
| GDDY (Godaddy Inc) | 1,856 | USD 237,457 0.1% | USD 127.94 0.1% | |
| TRMB (Trimble Inc) | 2,895 | USD 236,435 0.3% | USD 81.6701 0.3% | |
| VRSN (VeriSign Inc) | 936 | USD 234,955 -0.4% | USD 251.02 -0.4% | |
| TWLO (Twilio Inc) | 1,841 | USD 234,838 -1.6% | USD 127.56 -1.6% | |
| ZM (Zoom Video Communications Inc) | 2,735 | USD 232,311 0.0% | USD 84.94 0.0% | |
| TYL (Tyler Technologies Inc) | 485 | USD 225,792 -0.9% | USD 465.551 -0.9% | |
| 6723.T (Renesas Electronics Corporation) | 19,100 | JPY 222,841 -1.7% | JPY 11.6671 -1.7% | |
| SMCI (Super Micro Computer Inc) | 6,643 | USD 221,943 -1.3% | USD 33.4101 -1.3% | |
| CHKP (Check Point Software Technologies Ltd) | 1,185 | USD 221,654 0.2% | USD 187.05 0.1% | |
| ENTG (Entegris Inc) | 2,865 | USD 218,571 -1.1% | USD 76.2901 -1.1% | |
| 4768.T (Otsuka Corporation) | 10,800 | JPY 212,595 -0.5% | JPY 19.6847 -0.5% | |
| GIB-A.TO (CGI Inc) | 2,387 | CAD 211,224 -0.9% | CAD 88.4893 -0.9% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 208,517 1.0% | JPY 86.8821 1.0% | |
| 4684.T (OBIC Co.,Ltd.) | 6,200 | JPY 201,037 0.8% | JPY 32.4253 0.8% | |
| 6920.T (Lasertec Corporation) | 1,100 | JPY 196,850 -0.5% | JPY 178.955 -0.5% | |
| BSY (Bentley Systems Inc) | 4,363 | USD 182,592 -0.3% | USD 41.8501 -0.3% | |
| HLMA.L (Halma PLC) | 3,814 | GBP 178,525 -0.8% | GBP 46.8078 -0.8% | |
| ZBRA (Zebra Technologies Corporation) | 705 | USD 177,159 -0.6% | USD 251.289 -0.6% | |
| IOT (Samsara Inc) | 4,617 | USD 172,076 -2.0% | USD 37.2701 -2.0% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 2,000 | JPY 169,638 3.0% | JPY 84.819 3.0% | |
| IONQ (IONQ Inc) | 3,600 | USD 169,632 -4.4% | USD 47.12 -4.4% | |
| BESI.AS (BE Semiconductor Industries NV) | 1,094 | EUR 165,084 0.1% | EUR 150.899 0.1% | |
| 3626.T (TIS Inc.) | 5,000 | JPY 164,673 -0.4% | JPY 32.9346 -0.4% | |
| 7701.T (Shimadzu Corporation) | 5,500 | JPY 156,033 -0.7% | JPY 28.3696 -0.7% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 155,105 0.2% | JPY 50.0339 0.2% | |
| NEM.DE (Nemetschek SE) | 1,396 | EUR 154,399 -1.0% | EUR 110.601 -1.0% | |
| DSG.TO (Descartes Systems Group Inc) | 1,840 | CAD 151,134 -0.2% | CAD 82.138 -0.2% | |
| 9719.T (SCSK Corporation) | 4,000 | JPY 146,697 0.6% | JPY 36.6743 0.6% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 1,167,528 -1.0% | USD 206,652,456 -2.8% | USD 177 -1.8% | |
| AAPL (Apple Inc) | 637,287 -1.0% | USD 177,707,480 -0.6% | USD 278.85 0.5% | |
| MSFT (Microsoft Corporation) | 295,406 -1.0% | USD 145,342,706 0.3% | USD 492.01 1.3% | |
| AVGO (Broadcom Inc) | 213,094 -1.0% | USD 85,868,358 0.3% | USD 402.96 1.4% | |
| ASML.AS (ASML Holding NV) | 30,630 -1.0% | EUR 32,113,744 -0.3% | EUR 1048.44 0.8% | |
| SAP.DE (SAP SE) | 101,096 -1.0% | EUR 24,468,538 -0.2% | EUR 242.033 0.8% | |
| NOW (ServiceNow Inc) | 25,471 -1.0% | USD 20,692,895 0.2% | USD 812.41 1.2% | |
| INTU (Intuit Inc) | 27,560 -1.0% | USD 17,475,245 -0.3% | USD 634.08 0.8% | |
| ADSK (Autodesk Inc) | 52,509 -1.0% | USD 15,928,080 -0.4% | USD 303.34 0.7% | |
| ADBE (Adobe Systems Incorporated) | 49,725 -1.0% | USD 15,918,464 -0.2% | USD 320.13 0.8% | |
| PANW (Palo Alto Networks Inc) | 82,938 -1.0% | USD 15,769,002 1.5% | USD 190.13 2.6% | |
| LRCX (Lam Research Corp) | 80,484 -1.0% | USD 12,555,504 -0.5% | USD 156 0.6% | |
| NXPI (NXP Semiconductors NV) | 62,141 -1.0% | USD 12,113,767 -0.4% | USD 194.94 0.6% | |
| ORCL (Oracle Corporation) | 59,099 -1.0% | USD 11,935,043 -2.5% | USD 201.95 -1.5% | |
| 6702.T (Fujitsu Limited) | 424,800 -1.0% | JPY 11,288,982 -2.8% | JPY 26.5748 -1.7% | |
| CDNS (Cadence Design Systems Inc) | 35,576 -1.0% | USD 11,094,020 0.7% | USD 311.84 1.8% | |
| SNPS (Synopsys Inc) | 24,776 -1.0% | USD 10,356,616 1.0% | USD 418.01 2.0% | |
| 6701.T (NEC Corporation) | 259,900 -1.0% | JPY 9,811,412 -2.5% | JPY 37.7507 -1.5% | |
| ADI (Analog Devices Inc) | 33,206 -1.0% | USD 8,810,880 1.8% | USD 265.34 2.9% | |
| INTC (Intel Corporation) | 212,484 -1.0% | USD 8,618,351 9.0% | USD 40.56 10.2% | |
| MU (Micron Technology Inc) | 34,366 -1.0% | USD 8,126,872 1.6% | USD 236.48 2.7% | |
| CRM (Salesforce.com Inc) | 34,852 -1.0% | USD 8,034,780 0.0% | USD 230.54 1.0% | |
| PLTR (Palantir Technologies Inc) | 46,813 -1.0% | USD 7,885,650 0.6% | USD 168.45 1.6% | |
| 8035.T (Tokyo Electron Limited) | 37,000 -1.1% | JPY 7,539,891 -2.1% | JPY 203.781 -1.0% | |
| SHOP.TO (Shopify Inc) | 44,482 -1.0% | CAD 7,122,608 -0.7% | CAD 160.123 0.3% | |
| HPE (Hewlett Packard Enterprise Co) | 323,610 -1.0% | USD 7,077,351 0.5% | USD 21.87 1.6% | |
| IFX.DE (Infineon Technologies AG) | 162,273 -1.0% | EUR 6,841,881 0.8% | EUR 42.1628 1.8% | |
| NTAP (NetApp Inc) | 49,405 -1.0% | USD 5,511,622 1.0% | USD 111.56 2.1% | |
| ACN (Accenture plc) | 19,008 -1.1% | USD 4,752,000 -0.2% | USD 250 0.9% | |
| NOKIA.HE (Nokia Oyj) | 763,146 -1.1% | EUR 4,642,677 -1.2% | EUR 6.0836 -0.1% | |
| DSY.PA (Dassault Systemes SE) | 165,711 -1.1% | EUR 4,636,736 -1.1% | EUR 27.9809 -0.1% | |
| HUBS (HubSpot Inc) | 12,114 -1.1% | USD 4,449,714 0.5% | USD 367.32 1.5% | |
| IT (Gartner Inc) | 18,660 -1.0% | USD 4,342,928 -0.4% | USD 232.74 0.6% | |
| MRVL (Marvell Technology Group Ltd) | 46,337 -1.1% | USD 4,142,528 0.8% | USD 89.4 1.9% | |
| FTNT (Fortinet Inc) | 48,420 -1.1% | USD 3,928,315 -0.3% | USD 81.13 0.7% | |
| CSCO (Cisco Systems Inc) | 48,685 -1.1% | USD 3,745,824 0.1% | USD 76.94 1.1% | |
| 4307.T (Nomura Research Institute, Ltd.) | 93,000 -1.1% | JPY 3,715,232 -1.7% | JPY 39.9487 -0.7% | |
| SGE.L (Sage Group PLC) | 238,464 -1.1% | GBP 3,395,042 -0.8% | GBP 14.2371 0.2% | |
| FFIV (F5 Networks Inc) | 14,155 -1.1% | USD 3,385,310 -0.7% | USD 239.16 0.4% | |
| DT (Dynatrace Holdings LLC) | 75,289 -1.1% | USD 3,354,878 -0.2% | USD 44.56 0.9% | |
| DOCU (DocuSign Inc) | 48,010 -1.1% | USD 3,329,494 -0.4% | USD 69.35 0.7% | |
| ANET (Arista Networks) | 24,757 -1.1% | USD 3,235,245 1.3% | USD 130.68 2.4% | |
| TXN (Texas Instruments Incorporated) | 18,838 -1.1% | USD 3,169,870 0.7% | USD 168.27 1.8% | |
| NTNX (Nutanix Inc) | 62,908 -1.1% | USD 3,007,002 -2.2% | USD 47.8 -1.1% | |
| CLS.TO (Celestica Inc.) | 6,923 -1.1% | CAD 2,384,277 1.3% | CAD 344.399 2.4% | |
| QCOM (Qualcomm Incorporated) | 13,213 -1.1% | USD 2,220,973 0.7% | USD 168.09 1.8% | |
| OTEX.TO (Open Text Corp) | 63,127 -1.1% | CAD 2,130,573 -0.5% | CAD 33.7506 0.5% | |
| STMPA.PA (STMicroelectronics NV) | 85,501 -1.1% | EUR 1,962,337 0.1% | EUR 22.951 1.2% | |
| KLAC (KLA-Tencor Corporation) | 1,633 -1.0% | USD 1,919,543 0.4% | USD 1175.47 1.4% | |
| 6841.T (Yokogawa Electric Corporation) | 55,900 -1.1% | JPY 1,788,227 -0.6% | JPY 31.9897 0.4% | |
| APP (Applovin Corp) | 2,782 -1.1% | USD 1,667,753 1.1% | USD 599.48 2.2% | |
| CRWD (Crowdstrike Holdings Inc) | 3,179 -1.1% | USD 1,618,620 0.4% | USD 509.16 1.5% | |
| MNDY (Monday.Com Ltd) | 10,614 -1.1% | USD 1,526,930 -1.8% | USD 143.86 -0.8% | |
| 6857.T (Advantest Corporation) | 11,000 -0.9% | JPY 1,450,336 0.1% | JPY 131.849 1.0% | |
| MDB (MongoDB) | 3,780 -1.1% | USD 1,256,359 0.8% | USD 332.37 1.9% | |
| SNOW (Snowflake Inc.) | 3,790 -1.1% | USD 952,200 -0.1% | USD 251.24 1.0% | |
| 6861.T (Keyence Corporation) | 2,600 | JPY 885,383 -0.2% | JPY 340.532 -0.2% | |
| TEL (TE Connectivity Ltd) | 3,666 -1.1% | USD 829,066 -0.5% | USD 226.15 0.6% | |
| CIEN (Ciena Corp) | 3,460 -1.1% | USD 706,567 0.8% | USD 204.21 2.0% | |
| CSU.TO (Constellation Software Inc.) | 266 -1.1% | CAD 645,370 -1.6% | CAD 2426.2 -0.5% | |
| WDAY (Workday Inc) | 2,657 -1.2% | USD 572,902 -1.0% | USD 215.62 0.1% | |
| ZS (Zscaler Inc) | 2,268 -1.1% | USD 570,402 -1.3% | USD 251.5 -0.2% | |
| FICO (Fair Isaac Corporation) | 307 -1.0% | USD 554,390 -0.5% | USD 1805.83 0.5% | |
| MSTR (MicroStrategy Incorporated) | 3,126 -1.2% | USD 553,865 -0.3% | USD 177.18 0.9% | |
| DELL (Dell Technologies Inc) | 4,032 -1.2% | USD 537,667 -1.1% | USD 133.35 0.1% | |
| DDOG (Datadog Inc) | 3,351 -1.2% | USD 536,194 -0.1% | USD 160.01 1.0% | |
| MPWR (Monolithic Power Systems Inc) | 556 -1.1% | USD 516,063 -0.7% | USD 928.171 0.3% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 6,140 -1.2% | USD 477,139 -0.3% | USD 77.7099 0.9% | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 22,000 -0.9% | JPY 452,970 -1.2% | JPY 20.5895 -0.3% | |
| 6762.T (TDK Corporation) | 25,100 -1.2% | JPY 411,685 -0.9% | JPY 16.4018 0.3% | |
| FSLR (First Solar Inc) | 1,411 -1.2% | USD 385,090 -0.9% | USD 272.92 0.3% | |
| PSTG (Pure Storage Inc) | 4,220 -1.2% | USD 375,411 2.5% | USD 88.96 3.7% | |
| 6146.T (Disco Corporation) | 1,300 | JPY 364,300 0.1% | JPY 280.231 0.1% | |
| TER (Teradyne Inc) | 1,946 -1.2% | USD 353,958 0.2% | USD 181.89 1.4% | |
| MCHP (Microchip Technology Inc) | 6,499 -1.2% | USD 348,216 0.7% | USD 53.5799 1.9% | |
| CRDO (Credo Technology Group Holding Ltd) | 1,905 -1.2% | USD 338,328 6.9% | USD 177.6 8.3% | |
| ASM.AS (ASM International NV) | 571 -1.2% | EUR 314,373 -0.6% | EUR 550.566 0.7% | |
| CAP.PA (Capgemini SE) | 1,895 -1.3% | EUR 296,458 -0.5% | EUR 156.442 0.8% | |
| 7751.T (Canon Inc.) | 9,600 -1.0% | JPY 283,355 -0.5% | JPY 29.5161 0.6% | |
| HPQ (HP Inc) | 11,379 -1.2% | USD 277,875 0.6% | USD 24.42 1.8% | |
| 4901.T (FUJIFILM Holdings Corporation) | 12,900 -0.8% | JPY 277,757 0.2% | JPY 21.5315 1.0% | |
| OKTA (Okta Inc) | 3,429 -1.2% | USD 275,452 -1.5% | USD 80.3301 -0.3% | |
| FLEX (Flex Ltd) | 4,558 -1.2% | USD 269,423 0.0% | USD 59.1099 1.2% | |
| ON (ON Semiconductor Corporation) | 5,142 -1.2% | USD 258,334 0.0% | USD 50.24 1.2% | |
| PTC (PTC Inc) | 1,462 -1.2% | USD 256,479 -0.1% | USD 175.43 1.1% | |
| 6971.T (Kyocera Corporation) | 17,800 -1.1% | JPY 243,759 -0.5% | JPY 13.6943 0.6% | |
| TWLO (Twilio Inc) | 1,841 -1.2% | USD 238,759 0.9% | USD 129.69 2.1% | |
| GDDY (Godaddy Inc) | 1,856 -1.2% | USD 237,308 -0.5% | USD 127.86 0.6% | |
| VRSN (VeriSign Inc) | 936 -1.3% | USD 235,863 -1.5% | USD 251.99 -0.3% | |
| TRMB (Trimble Inc) | 2,895 -1.2% | USD 235,711 -1.0% | USD 81.42 0.2% | |
| ZM (Zoom Video Communications Inc) | 2,735 -1.2% | USD 232,366 -0.6% | USD 84.9601 0.6% | |
| TYL (Tyler Technologies Inc) | 485 -1.2% | USD 227,766 -0.4% | USD 469.621 0.8% | |
| 6723.T (Renesas Electronics Corporation) | 19,100 -1.0% | JPY 226,617 0.3% | JPY 11.8648 1.4% | |
| SMCI (Super Micro Computer Inc) | 6,643 -1.2% | USD 224,866 1.8% | USD 33.8501 3.1% | |
| CHKP (Check Point Software Technologies Ltd) | 1,185 -1.2% | USD 221,322 0.1% | USD 186.77 1.3% | |
| ENTG (Entegris Inc) | 2,865 -1.2% | USD 221,006 1.5% | USD 77.14 2.7% | |
| 4768.T (Otsuka Corporation) | 10,800 -0.9% | JPY 213,647 -1.0% | JPY 19.7821 -0.1% | |
| GIB-A.TO (CGI Inc) | 2,387 -1.2% | CAD 213,127 -0.5% | CAD 89.2866 0.7% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 206,472 0.4% | JPY 86.03 0.4% | |
| 4684.T (OBIC Co.,Ltd.) | 6,200 -1.6% | JPY 199,528 -2.1% | JPY 32.1819 -0.6% | |
| 6920.T (Lasertec Corporation) | 1,100 | JPY 197,937 1.0% | JPY 179.943 1.0% | |
| BSY (Bentley Systems Inc) | 4,363 -1.2% | USD 183,071 0.8% | USD 41.9599 2.0% | |
| HLMA.L (Halma PLC) | 3,814 -1.2% | GBP 179,906 -1.5% | GBP 47.1699 -0.3% | |
| ZBRA (Zebra Technologies Corporation) | 705 -1.1% | USD 178,189 -0.2% | USD 252.75 0.9% | |
| IONQ (IONQ Inc) | 3,600 -1.2% | USD 177,480 3.8% | USD 49.3 5.1% | |
| IOT (Samsara Inc) | 4,617 -1.2% | USD 175,585 0.6% | USD 38.0301 1.8% | |
| 3626.T (TIS Inc.) | 5,000 -2.0% | JPY 165,364 -3.1% | JPY 33.0728 -1.1% | |
| BESI.AS (BE Semiconductor Industries NV) | 1,094 -1.2% | EUR 164,926 -1.1% | EUR 150.755 0.1% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 2,000 | JPY 164,755 -0.8% | JPY 82.3775 -0.8% | |
| 7701.T (Shimadzu Corporation) | 5,500 -1.8% | JPY 157,158 -1.0% | JPY 28.5742 0.8% | |
| NEM.DE (Nemetschek SE) | 1,396 -1.3% | EUR 155,937 0.5% | EUR 111.703 1.8% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 154,871 0.1% | JPY 49.9584 0.1% | |
| DSG.TO (Descartes Systems Group Inc) | 1,840 -1.2% | CAD 151,498 -1.1% | CAD 82.3359 0.0% | |
| 9719.T (SCSK Corporation) | 4,000 | JPY 145,799 0.2% | JPY 36.4497 0.2% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 1,179,770 | USD 212,665,340 | USD 180.26 | |
| AAPL (Apple Inc) | 643,969 | USD 178,733,596 | USD 277.55 | |
| MSFT (Microsoft Corporation) | 298,503 | USD 144,923,207 | USD 485.5 | |
| AVGO (Broadcom Inc) | 215,329 | USD 85,608,351 | USD 397.57 | |
| ASML.AS (ASML Holding NV) | 30,951 | EUR 32,197,042 -1.3% | EUR 1040.26 -1.3% | |
| SAP.DE (SAP SE) | 102,158 | EUR 24,518,548 0.2% | EUR 240.006 0.2% | |
| NOW (ServiceNow Inc) | 25,738 | USD 20,660,407 | USD 802.72 | |
| INTU (Intuit Inc) | 27,850 | USD 17,521,271 | USD 629.13 | |
| ADSK (Autodesk Inc) | 53,061 | USD 15,991,524 | USD 301.38 | |
| ADBE (Adobe Systems Incorporated) | 50,248 | USD 15,954,745 | USD 317.52 | |
| PANW (Palo Alto Networks Inc) | 83,811 | USD 15,534,369 | USD 185.35 | |
| LRCX (Lam Research Corp) | 81,332 | USD 12,617,846 | USD 155.14 | |
| ORCL (Oracle Corporation) | 59,722 | USD 12,240,621 | USD 204.96 | |
| NXPI (NXP Semiconductors NV) | 62,796 | USD 12,167,353 | USD 193.76 | |
| 6702.T (Fujitsu Limited) | 429,300 | JPY 11,611,684 0.8% | JPY 27.0479 0.8% | |
| CDNS (Cadence Design Systems Inc) | 35,951 | USD 11,013,589 | USD 306.35 | |
| SNPS (Synopsys Inc) | 25,037 | USD 10,257,158 | USD 409.68 | |
| 6701.T (NEC Corporation) | 262,600 | JPY 10,061,168 -0.3% | JPY 38.3137 -0.3% | |
| ADI (Analog Devices Inc) | 33,556 | USD 8,654,764 | USD 257.92 | |
| CRM (Salesforce.com Inc) | 35,220 | USD 8,035,443 | USD 228.15 | |
| MU (Micron Technology Inc) | 34,729 | USD 7,996,700 | USD 230.26 | |
| INTC (Intel Corporation) | 214,731 | USD 7,904,248 | USD 36.81 | |
| PLTR (Palantir Technologies Inc) | 47,308 | USD 7,842,247 | USD 165.77 | |
| 8035.T (Tokyo Electron Limited) | 37,400 | JPY 7,699,402 3.3% | JPY 205.866 3.3% | |
| SHOP.TO (Shopify Inc) | 44,952 | CAD 7,175,662 0.2% | CAD 159.629 0.2% | |
| HPE (Hewlett Packard Enterprise Co) | 327,035 | USD 7,041,064 | USD 21.53 | |
| IFX.DE (Infineon Technologies AG) | 163,992 | EUR 6,789,918 2.7% | EUR 41.404 2.7% | |
| NTAP (NetApp Inc) | 49,929 | USD 5,454,743 | USD 109.25 | |
| ACN (Accenture plc) | 19,210 | USD 4,761,199 | USD 247.85 | |
| NOKIA.HE (Nokia Oyj) | 771,267 | EUR 4,698,366 0.6% | EUR 6.09175 0.6% | |
| DSY.PA (Dassault Systemes SE) | 167,472 | EUR 4,689,336 0.0% | EUR 28.0007 0.0% | |
| HUBS (HubSpot Inc) | 12,243 | USD 4,429,640 | USD 361.81 | |
| IT (Gartner Inc) | 18,858 | USD 4,360,913 | USD 231.25 | |
| MRVL (Marvell Technology Group Ltd) | 46,831 | USD 4,108,015 | USD 87.72 | |
| FTNT (Fortinet Inc) | 48,936 | USD 3,941,795 | USD 80.55 | |
| 4307.T (Nomura Research Institute, Ltd.) | 94,000 | JPY 3,780,686 -1.1% | JPY 40.2201 -1.1% | |
| CSCO (Cisco Systems Inc) | 49,205 | USD 3,743,024 | USD 76.07 | |
| SGE.L (Sage Group PLC) | 241,014 | GBP 3,423,363 0.9% | GBP 14.204 0.9% | |
| FFIV (F5 Networks Inc) | 14,306 | USD 3,407,975 | USD 238.22 | |
| DT (Dynatrace Holdings LLC) | 76,094 | USD 3,361,072 | USD 44.17 | |
| DOCU (DocuSign Inc) | 48,524 | USD 3,341,848 | USD 68.87 | |
| ANET (Arista Networks) | 25,022 | USD 3,194,058 | USD 127.65 | |
| TXN (Texas Instruments Incorporated) | 19,039 | USD 3,148,099 | USD 165.35 | |
| NTNX (Nutanix Inc) | 63,582 | USD 3,073,554 | USD 48.34 | |
| CLS.TO (Celestica Inc.) | 6,997 | CAD 2,352,528 1.1% | CAD 336.22 1.1% | |
| QCOM (Qualcomm Incorporated) | 13,355 | USD 2,205,445 | USD 165.14 | |
| OTEX.TO (Open Text Corp) | 63,809 | CAD 2,142,200 -0.5% | CAD 33.5721 -0.5% | |
| STMPA.PA (STMicroelectronics NV) | 86,428 | EUR 1,959,486 -0.1% | EUR 22.6719 -0.1% | |
| KLAC (KLA-Tencor Corporation) | 1,650 | USD 1,912,466 | USD 1159.07 | |
| 6841.T (Yokogawa Electric Corporation) | 56,500 | JPY 1,799,658 -0.1% | JPY 31.8524 -0.1% | |
| APP (Applovin Corp) | 2,812 | USD 1,648,872 | USD 586.37 | |
| CRWD (Crowdstrike Holdings Inc) | 3,213 | USD 1,611,448 | USD 501.54 | |
| MNDY (Monday.Com Ltd) | 10,730 | USD 1,555,528 | USD 144.97 | |
| 6857.T (Advantest Corporation) | 11,100 | JPY 1,449,323 5.0% | JPY 130.57 5.0% | |
| MDB (MongoDB) | 3,821 | USD 1,246,678 | USD 326.27 | |
| SNOW (Snowflake Inc.) | 3,832 | USD 952,865 | USD 248.66 | |
| 6861.T (Keyence Corporation) | 2,600 | JPY 887,042 -0.3% | JPY 341.17 -0.3% | |
| TEL (TE Connectivity Ltd) | 3,707 | USD 833,074 | USD 224.73 | |
| CIEN (Ciena Corp) | 3,499 | USD 700,815 | USD 200.29 | |
| CSU.TO (Constellation Software Inc.) | 269 | CAD 655,992 0.2% | CAD 2438.63 0.2% | |
| WDAY (Workday Inc) | 2,688 | USD 578,834 | USD 215.34 | |
| ZS (Zscaler Inc) | 2,294 | USD 578,019 | USD 251.97 | |
| FICO (Fair Isaac Corporation) | 310 | USD 557,154 | USD 1797.27 | |
| MSTR (MicroStrategy Incorporated) | 3,163 | USD 555,549 | USD 175.64 | |
| DELL (Dell Technologies Inc) | 4,079 | USD 543,568 | USD 133.26 | |
| DDOG (Datadog Inc) | 3,390 | USD 536,976 | USD 158.4 | |
| MPWR (Monolithic Power Systems Inc) | 562 | USD 519,822 | USD 924.95 | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 6,214 | USD 478,789 | USD 77.05 | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 22,200 | JPY 458,586 2.0% | JPY 20.657 2.0% | |
| 6762.T (TDK Corporation) | 25,400 | JPY 415,331 3.6% | JPY 16.3516 3.6% | |
| FSLR (First Solar Inc) | 1,428 | USD 388,716 | USD 272.21 | |
| PSTG (Pure Storage Inc) | 4,272 | USD 366,409 | USD 85.7699 | |
| 6146.T (Disco Corporation) | 1,300 | JPY 363,932 -0.5% | JPY 279.948 -0.5% | |
| TER (Teradyne Inc) | 1,970 | USD 353,379 | USD 179.38 | |
| MCHP (Microchip Technology Inc) | 6,580 | USD 345,911 | USD 52.5701 | |
| CRDO (Credo Technology Group Holding Ltd) | 1,929 | USD 316,375 | USD 164.01 | |
| ASM.AS (ASM International NV) | 578 | EUR 316,115 -1.3% | EUR 546.912 -1.3% | |
| CAP.PA (Capgemini SE) | 1,919 | EUR 297,814 0.8% | EUR 155.192 0.8% | |
| 7751.T (Canon Inc.) | 9,700 | JPY 284,643 0.4% | JPY 29.3446 0.4% | |
| OKTA (Okta Inc) | 3,472 | USD 279,704 | USD 80.5599 | |
| 4901.T (FUJIFILM Holdings Corporation) | 13,000 | JPY 277,190 0.2% | JPY 21.3223 0.2% | |
| HPQ (HP Inc) | 11,523 | USD 276,322 | USD 23.98 | |
| FLEX (Flex Ltd) | 4,615 | USD 269,516 | USD 58.4 | |
| ON (ON Semiconductor Corporation) | 5,206 | USD 258,426 | USD 49.64 | |
| PTC (PTC Inc) | 1,480 | USD 256,721 | USD 173.46 | |
| 6971.T (Kyocera Corporation) | 18,000 | JPY 245,101 0.9% | JPY 13.6167 0.9% | |
| VRSN (VeriSign Inc) | 948 | USD 239,531 | USD 252.67 | |
| GDDY (Godaddy Inc) | 1,878 | USD 238,600 | USD 127.05 | |
| TRMB (Trimble Inc) | 2,931 | USD 238,202 | USD 81.2699 | |
| TWLO (Twilio Inc) | 1,863 | USD 236,620 | USD 127.01 | |
| ZM (Zoom Video Communications Inc) | 2,769 | USD 233,787 | USD 84.4301 | |
| TYL (Tyler Technologies Inc) | 491 | USD 228,786 | USD 465.959 | |
| 6723.T (Renesas Electronics Corporation) | 19,300 | JPY 225,886 -0.2% | JPY 11.7039 -0.2% | |
| CHKP (Check Point Software Technologies Ltd) | 1,199 | USD 221,024 | USD 184.34 | |
| SMCI (Super Micro Computer Inc) | 6,727 | USD 220,847 | USD 32.8299 | |
| ENTG (Entegris Inc) | 2,901 | USD 217,807 | USD 75.08 | |
| 4768.T (Otsuka Corporation) | 10,900 | JPY 215,817 -0.9% | JPY 19.7997 -0.9% | |
| GIB-A.TO (CGI Inc) | 2,417 | CAD 214,305 0.3% | CAD 88.6657 0.3% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 205,585 0.9% | JPY 85.6604 0.9% | |
| 4684.T (OBIC Co.,Ltd.) | 6,300 | JPY 203,894 -2.3% | JPY 32.3641 -2.3% | |
| 6920.T (Lasertec Corporation) | 1,100 | JPY 195,982 4.7% | JPY 178.165 4.7% | |
| HLMA.L (Halma PLC) | 3,862 | GBP 182,682 -0.9% | GBP 47.3024 -0.9% | |
| BSY (Bentley Systems Inc) | 4,418 | USD 181,668 | USD 41.12 | |
| ZBRA (Zebra Technologies Corporation) | 713 | USD 178,607 | USD 250.501 | |
| IOT (Samsara Inc) | 4,674 | USD 174,574 | USD 37.35 | |
| IONQ (IONQ Inc) | 3,645 | USD 170,951 | USD 46.9001 | |
| 3626.T (TIS Inc.) | 5,100 | JPY 170,604 0.4% | JPY 33.4518 0.4% | |
| BESI.AS (BE Semiconductor Industries NV) | 1,107 | EUR 166,728 0.3% | EUR 150.612 0.3% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 2,000 | JPY 166,075 3.5% | JPY 83.0375 3.5% | |
| 7701.T (Shimadzu Corporation) | 5,600 | JPY 158,813 -0.6% | JPY 28.3595 -0.6% | |
| NEM.DE (Nemetschek SE) | 1,414 | EUR 155,175 0.8% | EUR 109.742 0.8% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 154,668 0.4% | JPY 49.8929 0.4% | |
| DSG.TO (Descartes Systems Group Inc) | 1,862 | CAD 153,259 0.1% | CAD 82.3088 0.1% | |
| 9719.T (SCSK Corporation) | 4,000 | JPY 145,501 0.1% | JPY 36.3753 0.1% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 1,179,770 -4.9% | USD 212,665,340 -3.6% | USD 180.26 1.4% | |
| AAPL (Apple Inc) | 643,969 -4.9% | USD 178,733,596 -4.7% | USD 277.55 0.2% | |
| MSFT (Microsoft Corporation) | 298,503 -4.9% | USD 144,923,207 -3.2% | USD 485.5 1.8% | |
| AVGO (Broadcom Inc) | 215,329 -4.9% | USD 85,608,351 -1.8% | USD 397.57 3.3% | |
| ASML.AS (ASML Holding NV) | 30,951 -4.9% | EUR 32,618,600 0.7% | EUR 1053.88 5.9% | |
| SAP.DE (SAP SE) | 102,158 -4.9% | EUR 24,473,512 -3.9% | EUR 239.565 1.1% | |
| NOW (ServiceNow Inc) | 25,738 -4.9% | USD 20,660,407 -7.5% | USD 802.72 -2.7% | |
| INTU (Intuit Inc) | 27,850 -4.9% | USD 17,521,271 -7.7% | USD 629.13 -2.9% | |
| ADSK (Autodesk Inc) | 53,061 -4.9% | USD 15,991,524 -2.7% | USD 301.38 2.4% | |
| ADBE (Adobe Systems Incorporated) | 50,248 -4.9% | USD 15,954,745 -5.6% | USD 317.52 -0.6% | |
| PANW (Palo Alto Networks Inc) | 83,811 -5.0% | USD 15,534,369 -5.4% | USD 185.35 -0.5% | |
| LRCX (Lam Research Corp) | 81,332 -5.0% | USD 12,617,846 -2.9% | USD 155.14 2.1% | |
| ORCL (Oracle Corporation) | 59,722 -5.0% | USD 12,240,621 -1.1% | USD 204.96 4.0% | |
| NXPI (NXP Semiconductors NV) | 62,796 -5.0% | USD 12,167,353 -3.6% | USD 193.76 1.4% | |
| 6702.T (Fujitsu Limited) | 429,300 -5.0% | JPY 11,523,930 -3.4% | JPY 26.8435 1.6% | |
| CDNS (Cadence Design Systems Inc) | 35,951 -5.0% | USD 11,013,589 -4.1% | USD 306.35 0.9% | |
| SNPS (Synopsys Inc) | 25,037 -5.0% | USD 10,257,158 -3.0% | USD 409.68 2.0% | |
| 6701.T (NEC Corporation) | 262,600 -4.9% | JPY 10,087,668 -5.2% | JPY 38.4146 -0.3% | |
| ADI (Analog Devices Inc) | 33,556 -5.0% | USD 8,654,764 -2.7% | USD 257.92 2.3% | |
| CRM (Salesforce.com Inc) | 35,220 -5.0% | USD 8,035,443 -7.4% | USD 228.15 -2.5% | |
| MU (Micron Technology Inc) | 34,729 -5.0% | USD 7,996,700 -2.5% | USD 230.26 2.6% | |
| INTC (Intel Corporation) | 214,731 -5.0% | USD 7,904,248 -2.4% | USD 36.81 2.7% | |
| PLTR (Palantir Technologies Inc) | 47,308 -5.0% | USD 7,842,247 -3.7% | USD 165.77 1.4% | |
| 8035.T (Tokyo Electron Limited) | 37,400 -5.1% | JPY 7,452,504 -5.0% | JPY 199.265 0.1% | |
| SHOP.TO (Shopify Inc) | 44,952 -5.0% | CAD 7,159,253 -3.8% | CAD 159.264 1.2% | |
| HPE (Hewlett Packard Enterprise Co) | 327,035 -5.0% | USD 7,041,064 -4.2% | USD 21.53 0.8% | |
| IFX.DE (Infineon Technologies AG) | 163,992 -5.0% | EUR 6,612,421 -1.2% | EUR 40.3216 3.9% | |
| NTAP (NetApp Inc) | 49,929 -5.0% | USD 5,454,743 -6.9% | USD 109.25 -2.0% | |
| ACN (Accenture plc) | 19,210 -5.0% | USD 4,761,199 -5.5% | USD 247.85 -0.6% | |
| DSY.PA (Dassault Systemes SE) | 167,472 -5.0% | EUR 4,687,516 -4.0% | EUR 27.9898 1.0% | |
| NOKIA.HE (Nokia Oyj) | 771,267 -5.0% | EUR 4,669,726 -4.8% | EUR 6.05462 0.2% | |
| HUBS (HubSpot Inc) | 12,243 -5.0% | USD 4,429,640 -7.4% | USD 361.81 -2.6% | |
| IT (Gartner Inc) | 18,858 -5.0% | USD 4,360,913 -6.7% | USD 231.25 -1.8% | |
| MRVL (Marvell Technology Group Ltd) | 46,831 -5.0% | USD 4,108,015 -0.1% | USD 87.72 5.1% | |
| FTNT (Fortinet Inc) | 48,936 -5.0% | USD 3,941,795 -5.4% | USD 80.55 -0.4% | |
| 4307.T (Nomura Research Institute, Ltd.) | 94,000 -5.1% | JPY 3,821,895 -4.4% | JPY 40.6585 0.7% | |
| CSCO (Cisco Systems Inc) | 49,205 -5.0% | USD 3,743,024 -5.3% | USD 76.07 -0.3% | |
| FFIV (F5 Networks Inc) | 14,306 -5.0% | USD 3,407,975 -5.7% | USD 238.22 -0.7% | |
| SGE.L (Sage Group PLC) | 241,014 -5.0% | GBP 3,393,640 -6.6% | GBP 14.0807 -1.7% | |
| DT (Dynatrace Holdings LLC) | 76,094 -5.0% | USD 3,361,072 -6.0% | USD 44.17 -1.0% | |
| DOCU (DocuSign Inc) | 48,524 -5.0% | USD 3,341,848 -3.8% | USD 68.87 1.3% | |
| ANET (Arista Networks) | 25,022 -5.0% | USD 3,194,058 -3.0% | USD 127.65 2.1% | |
| TXN (Texas Instruments Incorporated) | 19,039 -5.0% | USD 3,148,099 -2.9% | USD 165.35 2.2% | |
| NTNX (Nutanix Inc) | 63,582 -5.0% | USD 3,073,554 -21.9% | USD 48.34 -17.7% | |
| CLS.TO (Celestica Inc.) | 6,997 -5.0% | CAD 2,326,012 -3.7% | CAD 332.43 1.4% | |
| QCOM (Qualcomm Incorporated) | 13,355 -5.0% | USD 2,205,445 -4.0% | USD 165.14 1.1% | |
| OTEX.TO (Open Text Corp) | 63,809 -5.1% | CAD 2,153,069 -5.1% | CAD 33.7424 0.0% | |
| STMPA.PA (STMicroelectronics NV) | 86,428 -5.1% | EUR 1,962,131 -3.7% | EUR 22.7025 1.5% | |
| KLAC (KLA-Tencor Corporation) | 1,650 -4.9% | USD 1,912,466 -3.8% | USD 1159.07 1.2% | |
| 6841.T (Yokogawa Electric Corporation) | 56,500 -5.0% | JPY 1,801,643 -2.9% | JPY 31.8875 2.2% | |
| APP (Applovin Corp) | 2,812 -5.1% | USD 1,648,872 0.1% | USD 586.37 5.5% | |
| CRWD (Crowdstrike Holdings Inc) | 3,213 -5.0% | USD 1,611,448 -7.0% | USD 501.54 -2.1% | |
| MNDY (Monday.Com Ltd) | 10,730 -5.1% | USD 1,555,528 -6.9% | USD 144.97 -1.9% | |
| 6857.T (Advantest Corporation) | 11,100 -4.3% | JPY 1,380,892 -2.6% | JPY 124.405 1.8% | |
| MDB (MongoDB) | 3,821 -5.1% | USD 1,246,678 -6.7% | USD 326.27 -1.7% | |
| SNOW (Snowflake Inc.) | 3,832 -5.2% | USD 952,865 -5.8% | USD 248.66 -0.7% | |
| 6861.T (Keyence Corporation) | 2,600 | JPY 890,075 -1.1% | JPY 342.337 -1.1% | |
| TEL (TE Connectivity Ltd) | 3,707 -5.2% | USD 833,074 -4.2% | USD 224.73 1.1% | |
| CIEN (Ciena Corp) | 3,499 -5.4% | USD 700,815 -3.5% | USD 200.29 2.1% | |
| CSU.TO (Constellation Software Inc.) | 269 -5.3% | CAD 654,487 -4.3% | CAD 2433.04 1.1% | |
| WDAY (Workday Inc) | 2,688 -5.5% | USD 578,834 -12.9% | USD 215.34 -7.9% | |
| ZS (Zscaler Inc) | 2,294 -5.4% | USD 578,019 -17.7% | USD 251.97 -13.0% | |
| FICO (Fair Isaac Corporation) | 310 -4.6% | USD 557,154 -5.3% | USD 1797.27 -0.7% | |
| MSTR (MicroStrategy Incorporated) | 3,163 -5.4% | USD 555,549 -3.5% | USD 175.64 2.0% | |
| DELL (Dell Technologies Inc) | 4,079 -5.6% | USD 543,568 -0.1% | USD 133.26 5.8% | |
| DDOG (Datadog Inc) | 3,390 -5.4% | USD 536,976 -5.8% | USD 158.4 -0.4% | |
| MPWR (Monolithic Power Systems Inc) | 562 -5.1% | USD 519,822 -3.4% | USD 924.95 1.8% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 6,214 -5.6% | USD 478,789 -4.9% | USD 77.05 0.8% | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 22,200 -4.3% | JPY 449,748 -0.9% | JPY 20.2589 3.5% | |
| 6762.T (TDK Corporation) | 25,400 -5.6% | JPY 400,830 -5.4% | JPY 15.7807 0.2% | |
| FSLR (First Solar Inc) | 1,428 -5.6% | USD 388,716 -1.3% | USD 272.21 4.6% | |
| PSTG (Pure Storage Inc) | 4,272 -5.8% | USD 366,409 -2.9% | USD 85.7699 3.2% | |
| 6146.T (Disco Corporation) | 1,300 | JPY 365,587 2.7% | JPY 281.221 2.7% | |
| TER (Teradyne Inc) | 1,970 -5.7% | USD 353,379 0.8% | USD 179.38 7.0% | |
| MCHP (Microchip Technology Inc) | 6,580 -5.9% | USD 345,911 -4.5% | USD 52.5701 1.4% | |
| ASM.AS (ASM International NV) | 578 -5.7% | EUR 320,347 -3.7% | EUR 554.234 2.2% | |
| CRDO (Credo Technology Group Holding Ltd) | 1,929 -5.9% | USD 316,375 0.1% | USD 164.01 6.4% | |
| CAP.PA (Capgemini SE) | 1,919 -5.9% | EUR 295,586 -5.9% | EUR 154.031 -0.1% | |
| 7751.T (Canon Inc.) | 9,700 -4.9% | JPY 283,450 -3.5% | JPY 29.2216 1.5% | |
| OKTA (Okta Inc) | 3,472 -5.8% | USD 279,704 -6.5% | USD 80.5599 -0.7% | |
| 4901.T (FUJIFILM Holdings Corporation) | 13,000 -3.7% | JPY 276,746 -3.4% | JPY 21.2882 0.3% | |
| HPQ (HP Inc) | 11,523 -5.9% | USD 276,322 -7.2% | USD 23.98 -1.4% | |
| FLEX (Flex Ltd) | 4,615 -5.8% | USD 269,516 -4.1% | USD 58.4 1.8% | |
| ON (ON Semiconductor Corporation) | 5,206 -5.8% | USD 258,426 -3.2% | USD 49.64 2.8% | |
| PTC (PTC Inc) | 1,480 -5.7% | USD 256,721 -5.7% | USD 173.46 0.0% | |
| 6971.T (Kyocera Corporation) | 18,000 -5.3% | JPY 243,030 -4.4% | JPY 13.5017 0.9% | |
| VRSN (VeriSign Inc) | 948 -6.0% | USD 239,531 -7.1% | USD 252.67 -1.2% | |
| GDDY (Godaddy Inc) | 1,878 -6.0% | USD 238,600 -5.5% | USD 127.05 0.5% | |
| TRMB (Trimble Inc) | 2,931 -5.9% | USD 238,202 -5.4% | USD 81.2699 0.5% | |
| TWLO (Twilio Inc) | 1,863 -5.6% | USD 236,620 -6.7% | USD 127.01 -1.2% | |
| ZM (Zoom Video Communications Inc) | 2,769 -5.8% | USD 233,787 -7.9% | USD 84.4301 -2.2% | |
| TYL (Tyler Technologies Inc) | 491 -5.8% | USD 228,786 -6.7% | USD 465.959 -1.0% | |
| 6723.T (Renesas Electronics Corporation) | 19,300 -4.9% | JPY 226,282 -2.1% | JPY 11.7245 3.0% | |
| CHKP (Check Point Software Technologies Ltd) | 1,199 -5.9% | USD 221,024 -6.7% | USD 184.34 -0.8% | |
| SMCI (Super Micro Computer Inc) | 6,727 -5.9% | USD 220,847 -4.9% | USD 32.8299 1.1% | |
| ENTG (Entegris Inc) | 2,901 -5.8% | USD 217,807 -4.1% | USD 75.08 1.8% | |
| 4768.T (Otsuka Corporation) | 10,900 -4.4% | JPY 217,756 -4.3% | JPY 19.9776 0.1% | |
| GIB-A.TO (CGI Inc) | 2,417 -5.8% | CAD 213,595 -6.7% | CAD 88.3719 -0.9% | |
| 4684.T (OBIC Co.,Ltd.) | 6,300 -7.4% | JPY 208,745 -6.7% | JPY 33.1341 0.7% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 203,753 -2.4% | JPY 84.8971 -2.4% | |
| 6920.T (Lasertec Corporation) | 1,100 | JPY 187,230 0.3% | JPY 170.209 0.3% | |
| HLMA.L (Halma PLC) | 3,862 -6.0% | GBP 184,415 -5.1% | GBP 47.7512 0.9% | |
| BSY (Bentley Systems Inc) | 4,418 -5.9% | USD 181,668 -6.1% | USD 41.12 -0.3% | |
| ZBRA (Zebra Technologies Corporation) | 713 -5.3% | USD 178,607 -4.9% | USD 250.501 0.5% | |
| IOT (Samsara Inc) | 4,674 -5.8% | USD 174,574 -6.1% | USD 37.35 -0.3% | |
| IONQ (IONQ Inc) | 3,645 -5.8% | USD 170,951 -6.1% | USD 46.9001 -0.3% | |
| 3626.T (TIS Inc.) | 5,100 -8.9% | JPY 169,995 -7.6% | JPY 33.3324 1.4% | |
| BESI.AS (BE Semiconductor Industries NV) | 1,107 -5.9% | EUR 166,278 -1.9% | EUR 150.206 4.3% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 2,000 | JPY 160,396 1.2% | JPY 80.198 1.2% | |
| 7701.T (Shimadzu Corporation) | 5,600 -8.2% | JPY 159,811 -8.4% | JPY 28.5377 -0.2% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 154,024 -0.8% | JPY 49.6852 -0.8% | |
| NEM.DE (Nemetschek SE) | 1,414 -6.0% | EUR 153,886 -5.6% | EUR 108.83 0.4% | |
| DSG.TO (Descartes Systems Group Inc) | 1,862 -5.6% | CAD 153,077 -5.7% | CAD 82.2111 -0.2% | |
| 9719.T (SCSK Corporation) | 4,000 | JPY 145,399 -0.2% | JPY 36.3498 -0.2% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 1,240,980 | USD 220,671,064 -2.6% | USD 177.82 -2.6% | |
| AAPL (Apple Inc) | 677,379 | USD 187,613,662 0.4% | USD 276.97 0.4% | |
| MSFT (Microsoft Corporation) | 313,988 | USD 149,769,136 0.6% | USD 476.99 0.6% | |
| AVGO (Broadcom Inc) | 226,504 | USD 87,210,835 1.9% | USD 385.03 1.9% | |
| ASML.AS (ASML Holding NV) | 32,556 | EUR 32,384,165 0.5% | EUR 994.722 0.5% | |
| SAP.DE (SAP SE) | 107,468 | EUR 25,454,635 -1.0% | EUR 236.858 -1.0% | |
| NOW (ServiceNow Inc) | 27,073 | USD 22,343,618 1.2% | USD 825.31 1.2% | |
| INTU (Intuit Inc) | 29,295 | USD 18,985,211 -0.8% | USD 648.07 -0.8% | |
| ADBE (Adobe Systems Incorporated) | 52,863 | USD 16,892,372 0.3% | USD 319.55 0.3% | |
| ADSK (Autodesk Inc) | 55,821 | USD 16,435,377 1.6% | USD 294.43 1.6% | |
| PANW (Palo Alto Networks Inc) | 88,176 | USD 16,424,544 1.3% | USD 186.27 1.3% | |
| LRCX (Lam Research Corp) | 85,572 | USD 13,000,954 1.0% | USD 151.93 1.0% | |
| NXPI (NXP Semiconductors NV) | 66,071 | USD 12,620,882 -0.3% | USD 191.02 -0.3% | |
| ORCL (Oracle Corporation) | 62,837 | USD 12,380,774 -1.6% | USD 197.03 -1.6% | |
| 6702.T (Fujitsu Limited) | 451,800 | JPY 11,931,883 0.3% | JPY 26.4097 0.3% | |
| CDNS (Cadence Design Systems Inc) | 37,826 | USD 11,486,243 -0.3% | USD 303.66 -0.3% | |
| 6701.T (NEC Corporation) | 276,100 | JPY 10,640,516 -0.5% | JPY 38.5386 -0.5% | |
| SNPS (Synopsys Inc) | 26,342 | USD 10,579,211 -0.7% | USD 401.61 -0.7% | |
| ADI (Analog Devices Inc) | 35,311 | USD 8,899,078 5.3% | USD 252.02 5.3% | |
| CRM (Salesforce.com Inc) | 37,060 | USD 8,676,487 3.2% | USD 234.12 3.2% | |
| MU (Micron Technology Inc) | 36,544 | USD 8,205,224 0.3% | USD 224.53 0.3% | |
| PLTR (Palantir Technologies Inc) | 49,783 | USD 8,142,010 0.8% | USD 163.55 0.8% | |
| INTC (Intel Corporation) | 225,961 | USD 8,096,183 0.1% | USD 35.83 0.1% | |
| 8035.T (Tokyo Electron Limited) | 39,400 | JPY 7,846,947 3.5% | JPY 199.161 3.5% | |
| SHOP.TO (Shopify Inc) | 47,302 | CAD 7,443,782 1.4% | CAD 157.367 1.4% | |
| HPE (Hewlett Packard Enterprise Co) | 344,155 | USD 7,351,151 1.3% | USD 21.36 1.3% | |
| IFX.DE (Infineon Technologies AG) | 172,592 | EUR 6,695,221 2.4% | EUR 38.7922 2.4% | |
| NTAP (NetApp Inc) | 52,549 | USD 5,858,163 2.3% | USD 111.48 2.3% | |
| ACN (Accenture plc) | 20,220 | USD 5,039,431 2.3% | USD 249.23 2.3% | |
| NOKIA.HE (Nokia Oyj) | 811,847 | EUR 4,907,514 0.9% | EUR 6.04488 0.9% | |
| DSY.PA (Dassault Systemes SE) | 176,287 | EUR 4,883,811 1.1% | EUR 27.7038 1.1% | |
| HUBS (HubSpot Inc) | 12,883 | USD 4,786,163 4.2% | USD 371.51 4.2% | |
| IT (Gartner Inc) | 19,848 | USD 4,671,822 2.2% | USD 235.38 2.2% | |
| FTNT (Fortinet Inc) | 51,516 | USD 4,166,099 1.4% | USD 80.87 1.4% | |
| MRVL (Marvell Technology Group Ltd) | 49,301 | USD 4,113,182 -0.4% | USD 83.43 -0.4% | |
| 4307.T (Nomura Research Institute, Ltd.) | 99,000 | JPY 3,997,278 -1.1% | JPY 40.3765 -1.1% | |
| CSCO (Cisco Systems Inc) | 51,800 | USD 3,953,376 0.1% | USD 76.32 0.1% | |
| NTNX (Nutanix Inc) | 66,942 | USD 3,934,181 0.8% | USD 58.77 0.8% | |
| SGE.L (Sage Group PLC) | 253,769 | GBP 3,634,697 0.5% | GBP 14.3229 0.5% | |
| FFIV (F5 Networks Inc) | 15,061 | USD 3,614,791 1.6% | USD 240.01 1.6% | |
| DT (Dynatrace Holdings LLC) | 80,124 | USD 3,574,332 1.7% | USD 44.61 1.7% | |
| DOCU (DocuSign Inc) | 51,094 | USD 3,472,348 3.1% | USD 67.96 3.1% | |
| ANET (Arista Networks) | 26,347 | USD 3,294,429 2.3% | USD 125.04 2.3% | |
| TXN (Texas Instruments Incorporated) | 20,044 | USD 3,242,518 0.3% | USD 161.77 0.3% | |
| CLS.TO (Celestica Inc.) | 7,367 | CAD 2,415,733 1.9% | CAD 327.913 1.9% | |
| QCOM (Qualcomm Incorporated) | 14,065 | USD 2,296,815 -1.1% | USD 163.3 -1.1% | |
| OTEX.TO (Open Text Corp) | 67,224 | CAD 2,269,313 1.3% | CAD 33.7575 1.3% | |
| STMPA.PA (STMicroelectronics NV) | 91,068 | EUR 2,037,083 1.4% | EUR 22.3688 1.4% | |
| KLAC (KLA-Tencor Corporation) | 1,735 | USD 1,988,119 0.8% | USD 1145.89 0.8% | |
| 6841.T (Yokogawa Electric Corporation) | 59,500 | JPY 1,855,624 0.6% | JPY 31.187 0.6% | |
| CRWD (Crowdstrike Holdings Inc) | 3,383 | USD 1,733,246 1.1% | USD 512.34 1.1% | |
| MNDY (Monday.Com Ltd) | 11,310 | USD 1,671,392 1.8% | USD 147.78 1.8% | |
| APP (Applovin Corp) | 2,962 | USD 1,646,961 -0.7% | USD 556.03 -0.7% | |
| 6857.T (Advantest Corporation) | 11,600 | JPY 1,417,361 4.6% | JPY 122.186 4.6% | |
| MDB (MongoDB) | 4,026 | USD 1,335,626 0.3% | USD 331.75 0.3% | |
| SNOW (Snowflake Inc.) | 4,042 | USD 1,011,793 3.4% | USD 250.32 3.4% | |
| 6861.T (Keyence Corporation) | 2,600 | JPY 899,939 -0.2% | JPY 346.13 -0.2% | |
| TEL (TE Connectivity Ltd) | 3,912 | USD 869,481 0.9% | USD 222.26 0.9% | |
| CIEN (Ciena Corp) | 3,699 | USD 725,892 0.8% | USD 196.24 0.8% | |
| ZS (Zscaler Inc) | 2,424 | USD 702,306 3.3% | USD 289.73 3.3% | |
| CSU.TO (Constellation Software Inc.) | 284 | CAD 683,756 0.4% | CAD 2407.59 0.4% | |
| WDAY (Workday Inc) | 2,843 | USD 664,381 3.1% | USD 233.69 3.1% | |
| FICO (Fair Isaac Corporation) | 325 | USD 588,250 3.5% | USD 1810 3.5% | |
| MSTR (MicroStrategy Incorporated) | 3,343 | USD 575,631 -3.8% | USD 172.19 -3.8% | |
| DDOG (Datadog Inc) | 3,585 | USD 569,979 0.3% | USD 158.99 0.3% | |
| DELL (Dell Technologies Inc) | 4,319 | USD 543,848 -1.0% | USD 125.92 -1.0% | |
| MPWR (Monolithic Power Systems Inc) | 592 | USD 537,897 1.8% | USD 908.61 1.8% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 6,584 | USD 503,347 2.0% | USD 76.45 2.0% | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 23,200 | JPY 454,031 1.2% | JPY 19.5703 1.2% | |
| 6762.T (TDK Corporation) | 26,900 | JPY 423,513 2.3% | JPY 15.744 2.3% | |
| FSLR (First Solar Inc) | 1,513 | USD 393,925 0.2% | USD 260.36 0.2% | |
| PSTG (Pure Storage Inc) | 4,537 | USD 377,252 1.2% | USD 83.1501 1.2% | |
| MCHP (Microchip Technology Inc) | 6,990 | USD 362,292 1.1% | USD 51.83 1.1% | |
| 6146.T (Disco Corporation) | 1,300 | JPY 355,980 -2.3% | JPY 273.831 -2.3% | |
| TER (Teradyne Inc) | 2,090 | USD 350,430 1.0% | USD 167.67 1.0% | |
| ASM.AS (ASM International NV) | 613 | EUR 332,560 -1.3% | EUR 542.512 -1.3% | |
| CRDO (Credo Technology Group Holding Ltd) | 2,049 | USD 315,915 2.2% | USD 154.18 2.2% | |
| CAP.PA (Capgemini SE) | 2,039 | EUR 314,267 0.4% | EUR 154.128 0.4% | |
| OKTA (Okta Inc) | 3,687 | USD 299,237 2.5% | USD 81.16 2.5% | |
| HPQ (HP Inc) | 12,248 | USD 297,871 -0.2% | USD 24.32 -0.2% | |
| 7751.T (Canon Inc.) | 10,200 | JPY 293,743 0.7% | JPY 28.7983 0.7% | |
| 4901.T (FUJIFILM Holdings Corporation) | 13,500 | JPY 286,590 0.7% | JPY 21.2289 0.7% | |
| FLEX (Flex Ltd) | 4,900 | USD 281,015 0.7% | USD 57.35 0.7% | |
| PTC (PTC Inc) | 1,570 | USD 272,301 1.9% | USD 173.44 1.9% | |
| ON (ON Semiconductor Corporation) | 5,526 | USD 266,961 1.9% | USD 48.31 1.9% | |
| VRSN (VeriSign Inc) | 1,008 | USD 257,725 2.4% | USD 255.68 2.4% | |
| 6971.T (Kyocera Corporation) | 19,000 | JPY 254,238 0.9% | JPY 13.3809 0.9% | |
| ZM (Zoom Video Communications Inc) | 2,939 | USD 253,753 9.8% | USD 86.3399 9.8% | |
| TWLO (Twilio Inc) | 1,973 | USD 253,609 3.3% | USD 128.54 3.3% | |
| GDDY (Godaddy Inc) | 1,998 | USD 252,547 0.9% | USD 126.4 0.9% | |
| TRMB (Trimble Inc) | 3,116 | USD 251,929 2.3% | USD 80.8501 2.3% | |
| TYL (Tyler Technologies Inc) | 521 | USD 245,229 3.9% | USD 470.689 3.9% | |
| CHKP (Check Point Software Technologies Ltd) | 1,274 | USD 236,837 1.3% | USD 185.9 1.3% | |
| SMCI (Super Micro Computer Inc) | 7,147 | USD 232,135 -2.5% | USD 32.4801 -2.5% | |
| 6723.T (Renesas Electronics Corporation) | 20,300 | JPY 231,138 -0.7% | JPY 11.3861 -0.7% | |
| GIB-A.TO (CGI Inc) | 2,567 | CAD 228,958 1.5% | CAD 89.1928 1.5% | |
| 4768.T (Otsuka Corporation) | 11,400 | JPY 227,482 0.5% | JPY 19.9546 0.5% | |
| ENTG (Entegris Inc) | 3,081 | USD 227,131 -0.4% | USD 73.7199 -0.4% | |
| 4684.T (OBIC Co.,Ltd.) | 6,800 | JPY 223,655 -0.8% | JPY 32.8904 -0.8% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 208,793 -1.6% | JPY 86.9971 -1.6% | |
| HLMA.L (Halma PLC) | 4,107 | GBP 194,276 1.1% | GBP 47.3036 1.1% | |
| BSY (Bentley Systems Inc) | 4,693 | USD 193,539 0.4% | USD 41.2399 0.4% | |
| ZBRA (Zebra Technologies Corporation) | 753 | USD 187,730 2.8% | USD 249.309 2.8% | |
| 6920.T (Lasertec Corporation) | 1,100 | JPY 186,603 0.3% | JPY 169.639 0.3% | |
| IOT (Samsara Inc) | 4,964 | USD 185,902 3.2% | USD 37.45 3.2% | |
| 3626.T (TIS Inc.) | 5,600 | JPY 184,007 -1.4% | JPY 32.8584 -1.4% | |
| IONQ (IONQ Inc) | 3,870 | USD 182,122 0.6% | USD 47.0599 0.6% | |
| 7701.T (Shimadzu Corporation) | 6,100 | JPY 174,381 2.9% | JPY 28.587 2.9% | |
| BESI.AS (BE Semiconductor Industries NV) | 1,177 | EUR 169,569 0.4% | EUR 144.069 0.4% | |
| NEM.DE (Nemetschek SE) | 1,504 | EUR 163,031 1.0% | EUR 108.398 1.0% | |
| DSG.TO (Descartes Systems Group Inc) | 1,972 | CAD 162,370 1.5% | CAD 82.3377 1.5% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 2,000 | JPY 158,432 0.1% | JPY 79.216 0.1% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 155,243 -0.7% | JPY 50.0784 -0.7% | |
| 9719.T (SCSK Corporation) | 4,000 | JPY 145,625 0.4% | JPY 36.4062 0.4% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 1,240,980 -2.6% | USD 226,540,899 -0.6% | USD 182.55 2.1% | |
| AAPL (Apple Inc) | 677,379 2.8% | USD 186,902,414 4.5% | USD 275.92 1.6% | |
| MSFT (Microsoft Corporation) | 313,988 9.5% | USD 148,830,312 9.9% | USD 474 0.4% | |
| AVGO (Broadcom Inc) | 226,504 9.5% | USD 85,609,452 21.7% | USD 377.96 11.1% | |
| ASML.AS (ASML Holding NV) | 32,556 5.4% | EUR 32,235,436 8.8% | EUR 990.153 3.2% | |
| SAP.DE (SAP SE) | 107,468 15.8% | EUR 25,710,335 17.5% | EUR 239.237 1.5% | |
| NOW (ServiceNow Inc) | 27,073 34.1% | USD 22,087,236 34.5% | USD 815.84 0.3% | |
| INTU (Intuit Inc) | 29,295 -1.7% | USD 19,136,373 -3.1% | USD 653.23 -1.5% | |
| ADBE (Adobe Systems Incorporated) | 52,863 32.5% | USD 16,849,024 30.3% | USD 318.73 -1.7% | |
| PANW (Palo Alto Networks Inc) | 88,176 28.1% | USD 16,214,685 28.8% | USD 183.89 0.5% | |
| ADSK (Autodesk Inc) | 55,821 -0.6% | USD 16,179,717 -0.9% | USD 289.85 -0.3% | |
| LRCX (Lam Research Corp) | 85,572 -58.7% | USD 12,868,317 -56.5% | USD 150.38 5.4% | |
| NXPI (NXP Semiconductors NV) | 66,071 44.5% | USD 12,656,561 44.7% | USD 191.56 0.1% | |
| ORCL (Oracle Corporation) | 62,837 174.8% | USD 12,584,994 176.9% | USD 200.28 0.8% | |
| 6702.T (Fujitsu Limited) | 451,800 | JPY 11,897,587 -0.2% | JPY 26.3337 -0.2% | |
| CDNS (Cadence Design Systems Inc) | 37,826 33.6% | USD 11,516,882 35.3% | USD 304.47 1.3% | |
| 6701.T (NEC Corporation) | 276,100 | JPY 10,695,694 -0.2% | JPY 38.7385 -0.2% | |
| SNPS (Synopsys Inc) | 26,342 29.8% | USD 10,658,763 35.3% | USD 404.63 4.2% | |
| ADI (Analog Devices Inc) | 35,311 50.3% | USD 8,453,453 54.8% | USD 239.4 3.0% | |
| CRM (Salesforce.com Inc) | 37,060 -62.5% | USD 8,405,949 -62.5% | USD 226.82 -0.1% | |
| MU (Micron Technology Inc) | 36,544 135.8% | USD 8,183,298 154.6% | USD 223.93 8.0% | |
| INTC (Intel Corporation) | 225,961 -43.2% | USD 8,087,144 -41.1% | USD 35.79 3.7% | |
| PLTR (Palantir Technologies Inc) | 49,783 44.7% | USD 8,077,292 51.7% | USD 162.25 4.8% | |
| 8035.T (Tokyo Electron Limited) | 39,400 | JPY 7,583,737 -0.2% | JPY 192.481 -0.2% | |
| SHOP.TO (Shopify Inc) | 47,302 185.7% | CAD 7,344,571 200.8% | CAD 155.27 5.3% | |
| HPE (Hewlett Packard Enterprise Co) | 344,155 | USD 7,258,229 2.8% | USD 21.09 2.8% | |
| IFX.DE (Infineon Technologies AG) | 172,592 -20.8% | EUR 6,539,805 -17.7% | EUR 37.8917 3.9% | |
| NTAP (NetApp Inc) | 52,549 | USD 5,725,739 1.5% | USD 108.96 1.5% | |
| ACN (Accenture plc) | 20,220 136.2% | USD 4,925,996 128.4% | USD 243.62 -3.3% | |
| NOKIA.HE (Nokia Oyj) | 811,847 | EUR 4,863,555 1.5% | EUR 5.99073 1.5% | |
| DSY.PA (Dassault Systemes SE) | 176,287 | EUR 4,831,255 1.4% | EUR 27.4056 1.4% | |
| HUBS (HubSpot Inc) | 12,883 | USD 4,592,790 0.3% | USD 356.5 0.3% | |
| IT (Gartner Inc) | 19,848 20.9% | USD 4,569,804 18.8% | USD 230.24 -1.7% | |
| MRVL (Marvell Technology Group Ltd) | 49,301 316.4% | USD 4,130,931 350.4% | USD 83.79 8.2% | |
| FTNT (Fortinet Inc) | 51,516 500.4% | USD 4,109,431 507.4% | USD 79.77 1.2% | |
| 4307.T (Nomura Research Institute, Ltd.) | 99,000 | JPY 4,040,314 -0.2% | JPY 40.8113 -0.2% | |
| CSCO (Cisco Systems Inc) | 51,800 -6.0% | USD 3,949,232 -5.8% | USD 76.24 0.2% | |
| NTNX (Nutanix Inc) | 66,942 140.4% | USD 3,904,057 143.3% | USD 58.32 1.2% | |
| SGE.L (Sage Group PLC) | 253,769 | GBP 3,617,890 2.3% | GBP 14.2566 2.3% | |
| FFIV (F5 Networks Inc) | 15,061 | USD 3,556,505 0.8% | USD 236.14 0.8% | |
| DT (Dynatrace Holdings LLC) | 80,124 | USD 3,515,040 0.7% | USD 43.87 0.7% | |
| DOCU (DocuSign Inc) | 51,094 1,633.8% | USD 3,368,627 1,648.1% | USD 65.93 0.8% | |
| TXN (Texas Instruments Incorporated) | 20,044 60.9% | USD 3,232,295 62.8% | USD 161.26 1.2% | |
| ANET (Arista Networks) | 26,347 82.0% | USD 3,218,813 89.4% | USD 122.17 4.0% | |
| CLS.TO (Celestica Inc.) | 7,367 367.2% | CAD 2,370,062 437.5% | CAD 321.713 15.0% | |
| QCOM (Qualcomm Incorporated) | 14,065 -7.1% | USD 2,321,569 -6.1% | USD 165.06 1.1% | |
| OTEX.TO (Open Text Corp) | 67,224 | CAD 2,239,609 0.9% | CAD 33.3156 0.9% | |
| STMPA.PA (STMicroelectronics NV) | 91,068 882.4% | EUR 2,009,010 901.8% | EUR 22.0605 2.0% | |
| KLAC (KLA-Tencor Corporation) | 1,735 | USD 1,972,227 3.6% | USD 1136.73 3.6% | |
| 6841.T (Yokogawa Electric Corporation) | 59,500 | JPY 1,844,635 -0.2% | JPY 31.0023 -0.2% | |
| CRWD (Crowdstrike Holdings Inc) | 3,383 | USD 1,714,572 3.3% | USD 506.82 3.3% | |
| APP (Applovin Corp) | 2,962 -5.6% | USD 1,658,128 1.6% | USD 559.8 7.6% | |
| MNDY (Monday.Com Ltd) | 11,310 1,412.0% | USD 1,642,608 1,395.4% | USD 145.235 -1.1% | |
| 6857.T (Advantest Corporation) | 11,600 | JPY 1,354,979 -0.2% | JPY 116.809 -0.2% | |
| MDB (MongoDB) | 4,026 298.6% | USD 1,331,116 310.3% | USD 330.63 2.9% | |
| SNOW (Snowflake Inc.) | 4,042 | USD 978,124 3.4% | USD 241.99 3.4% | |
| 6861.T (Keyence Corporation) | 2,600 | JPY 902,070 -0.2% | JPY 346.95 -0.2% | |
| TEL (TE Connectivity Ltd) | 3,912 | USD 861,540 0.6% | USD 220.23 0.6% | |
| CIEN (Ciena Corp) | 3,699 | USD 720,195 | USD | New holding detected |
| CSU.TO (Constellation Software Inc.) | 284 | CAD 680,739 2.9% | CAD 2396.97 2.9% | |
| ZS (Zscaler Inc) | 2,424 96.9% | USD 679,568 100.7% | USD 280.35 1.9% | |
| WDAY (Workday Inc) | 2,843 -93.0% | USD 644,338 -93.0% | USD 226.64 0.7% | |
| MSTR (MicroStrategy Incorporated) | 3,343 | USD 598,531 5.0% | USD 179.04 5.0% | |
| FICO (Fair Isaac Corporation) | 325 | USD 568,181 -2.2% | USD 1748.25 -2.2% | |
| DDOG (Datadog Inc) | 3,585 | USD 568,007 0.6% | USD 158.44 0.6% | |
| DELL (Dell Technologies Inc) | 4,319 | USD 549,463 3.8% | USD 127.22 3.8% | |
| MPWR (Monolithic Power Systems Inc) | 592 | USD 528,638 2.4% | USD 892.97 2.4% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 6,584 | USD 493,273 -1.4% | USD 74.92 -1.4% | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 23,200 | JPY 448,775 -0.2% | JPY 19.3438 -0.2% | |
| 6762.T (TDK Corporation) | 26,900 | JPY 414,064 -0.2% | JPY 15.3927 -0.2% | |
| FSLR (First Solar Inc) | 1,513 | USD 393,153 4.0% | USD 259.85 4.0% | |
| PSTG (Pure Storage Inc) | 4,537 | USD 372,624 4.8% | USD 82.13 4.8% | |
| 6146.T (Disco Corporation) | 1,300 | JPY 364,227 -0.2% | JPY 280.175 -0.2% | |
| MCHP (Microchip Technology Inc) | 6,990 | USD 358,238 0.7% | USD 51.2501 0.7% | |
| TER (Teradyne Inc) | 2,090 | USD 346,877 4.4% | USD 165.97 4.4% | |
| ASM.AS (ASM International NV) | 613 | EUR 336,841 0.5% | EUR 549.496 0.5% | |
| CAP.PA (Capgemini SE) | 2,039 | EUR 313,135 1.5% | EUR 153.573 1.5% | |
| CRDO (Credo Technology Group Holding Ltd) | 2,049 | USD 309,092 | USD | New holding detected |
| HPQ (HP Inc) | 12,248 -93.3% | USD 298,606 -93.2% | USD 24.38 1.8% | |
| OKTA (Okta Inc) | 3,687 87.2% | USD 291,826 88.3% | USD 79.15 0.6% | |
| 7751.T (Canon Inc.) | 10,200 | JPY 291,698 -0.2% | JPY 28.5978 -0.2% | |
| 4901.T (FUJIFILM Holdings Corporation) | 13,500 | JPY 284,646 -0.2% | JPY 21.0849 -0.2% | |
| FLEX (Flex Ltd) | 4,900 | USD 279,055 | USD | New holding detected |
| PTC (PTC Inc) | 1,570 -95.0% | USD 267,151 -95.1% | USD 170.16 -1.1% | |
| ON (ON Semiconductor Corporation) | 5,526 | USD 261,877 1.5% | USD 47.39 1.5% | |
| 6971.T (Kyocera Corporation) | 19,000 | JPY 251,928 -0.2% | JPY 13.2594 -0.2% | |
| VRSN (VeriSign Inc) | 1,008 | USD 251,567 -0.7% | USD 249.57 -0.7% | |
| GDDY (Godaddy Inc) | 1,998 | USD 250,309 -1.4% | USD 125.28 -1.4% | |
| TRMB (Trimble Inc) | 3,116 | USD 246,335 2.6% | USD 79.0549 2.6% | |
| TWLO (Twilio Inc) | 1,973 | USD 245,421 3.2% | USD 124.39 3.2% | |
| SMCI (Super Micro Computer Inc) | 7,147 | USD 238,138 3.5% | USD 33.32 3.5% | |
| TYL (Tyler Technologies Inc) | 521 | USD 236,034 -4.2% | USD 453.04 -4.2% | |
| CHKP (Check Point Software Technologies Ltd) | 1,274 | USD 233,843 -1.9% | USD 183.55 -1.9% | |
| 6723.T (Renesas Electronics Corporation) | 20,300 | JPY 232,784 -0.2% | JPY 11.4672 -0.2% | |
| ZM (Zoom Video Communications Inc) | 2,939 | USD 231,005 0.0% | USD 78.5999 0.0% | |
| ENTG (Entegris Inc) | 3,081 | USD 227,963 0.4% | USD 73.9899 0.4% | |
| 4768.T (Otsuka Corporation) | 11,400 | JPY 226,262 -0.2% | JPY 19.8475 -0.2% | |
| GIB-A.TO (CGI Inc) | 2,567 -95.1% | CAD 225,589 -95.1% | CAD 87.8804 0.6% | |
| 4684.T (OBIC Co.,Ltd.) | 6,800 | JPY 225,387 -0.2% | JPY 33.1451 -0.2% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 212,226 -0.2% | JPY 88.4275 -0.2% | |
| BSY (Bentley Systems Inc) | 4,693 | USD 192,835 -0.2% | USD 41.0899 -0.2% | |
| HLMA.L (Halma PLC) | 4,107 -34.2% | GBP 192,143 -33.5% | GBP 46.7843 1.0% | |
| 3626.T (TIS Inc.) | 5,600 | JPY 186,649 -0.2% | JPY 33.3302 -0.2% | |
| 6920.T (Lasertec Corporation) | 1,100 | JPY 186,017 -0.2% | JPY 169.106 -0.2% | |
| ZBRA (Zebra Technologies Corporation) | 753 | USD 182,565 0.6% | USD 242.45 0.6% | |
| IONQ (IONQ Inc) | 3,870 | USD 180,961 | USD | New holding detected |
| IOT (Samsara Inc) | 4,964 | USD 180,094 -1.2% | USD 36.28 -1.2% | |
| 7701.T (Shimadzu Corporation) | 6,100 | JPY 169,545 -0.2% | JPY 27.7943 -0.2% | |
| BESI.AS (BE Semiconductor Industries NV) | 1,177 -36.2% | EUR 168,814 -35.2% | EUR 143.427 1.5% | |
| NEM.DE (Nemetschek SE) | 1,504 | EUR 161,352 4.0% | EUR 107.282 4.0% | |
| DSG.TO (Descartes Systems Group Inc) | 1,972 | CAD 159,915 -0.2% | CAD 81.0928 -0.2% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 2,000 | JPY 158,232 -0.2% | JPY 79.116 -0.2% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 156,389 -0.2% | JPY 50.4481 -0.2% | |
| 9719.T (SCSK Corporation) | 4,000 | JPY 144,979 -0.2% | JPY 36.2448 -0.2% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 1,274,687 -1.9% | USD 228,016,011 -2.9% | USD 178.88 -1.0% | |
| AAPL (Apple Inc) | 658,865 -1.9% | USD 178,875,259 0.0% | USD 271.49 2.0% | |
| MSFT (Microsoft Corporation) | 286,847 -1.9% | USD 135,426,206 -3.2% | USD 472.12 -1.3% | |
| AVGO (Broadcom Inc) | 206,841 -1.9% | USD 70,367,308 -3.8% | USD 340.2 -1.9% | |
| ASML.AS (ASML Holding NV) | 30,901 -1.9% | EUR 29,641,015 -8.3% | EUR 959.225 -6.5% | |
| LRCX (Lam Research Corp) | 207,377 -1.9% | USD 29,582,329 0.2% | USD 142.65 2.2% | |
| CRM (Salesforce.com Inc) | 98,776 -1.9% | USD 22,433,017 -1.2% | USD 227.11 0.8% | |
| SAP.DE (SAP SE) | 92,839 -1.9% | EUR 21,889,649 -2.9% | EUR 235.781 -1.0% | |
| INTU (Intuit Inc) | 29,793 -1.9% | USD 19,757,228 2.0% | USD 663.15 4.0% | |
| NOW (ServiceNow Inc) | 20,189 -1.9% | USD 16,422,338 -0.4% | USD 813.43 1.6% | |
| ADSK (Autodesk Inc) | 56,138 -1.9% | USD 16,324,930 -0.6% | USD 290.8 1.3% | |
| INTC (Intel Corporation) | 398,153 -1.9% | USD 13,736,279 0.6% | USD 34.5 2.6% | |
| ADBE (Adobe Systems Incorporated) | 39,894 -1.9% | USD 12,933,236 1.8% | USD 324.19 3.8% | |
| PANW (Palo Alto Networks Inc) | 68,842 -1.9% | USD 12,591,202 -3.1% | USD 182.9 -1.2% | |
| 6702.T (Fujitsu Limited) | 451,800 16.0% | JPY 11,915,826 18.9% | JPY 26.3741 2.5% | |
| 6701.T (NEC Corporation) | 276,100 1.0% | JPY 10,712,091 3.3% | JPY 38.7979 2.3% | |
| WDAY (Workday Inc) | 40,893 -2.0% | USD 9,206,650 1.8% | USD 225.14 3.8% | |
| NXPI (NXP Semiconductors NV) | 45,709 -2.0% | USD 8,746,417 1.9% | USD 191.35 3.9% | |
| CDNS (Cadence Design Systems Inc) | 28,311 -2.0% | USD 8,509,720 -2.5% | USD 300.58 -0.5% | |
| IFX.DE (Infineon Technologies AG) | 217,909 -2.0% | EUR 7,943,656 -5.8% | EUR 36.454 -3.9% | |
| SNPS (Synopsys Inc) | 20,290 -2.0% | USD 7,879,824 -1.3% | USD 388.36 0.7% | |
| 8035.T (Tokyo Electron Limited) | 39,400 -40.1% | JPY 7,595,363 -44.0% | JPY 192.776 -6.5% | |
| HPE (Hewlett Packard Enterprise Co) | 344,155 -2.0% | USD 7,062,061 0.5% | USD 20.52 2.5% | |
| NTAP (NetApp Inc) | 52,549 -2.0% | USD 5,638,508 1.9% | USD 107.3 3.9% | |
| ADI (Analog Devices Inc) | 23,499 -2.0% | USD 5,459,288 1.1% | USD 232.32 3.2% | |
| PTC (PTC Inc) | 31,458 -2.0% | USD 5,414,551 -1.0% | USD 172.12 1.0% | |
| PLTR (Palantir Technologies Inc) | 34,394 -2.0% | USD 5,325,911 -2.5% | USD 154.85 -0.6% | |
| NOKIA.HE (Nokia Oyj) | 811,847 -2.0% | EUR 4,790,116 -3.5% | EUR 5.90027 -1.6% | |
| DSY.PA (Dassault Systemes SE) | 176,287 -2.0% | EUR 4,762,750 -1.5% | EUR 27.017 0.5% | |
| HUBS (HubSpot Inc) | 12,883 -2.0% | USD 4,577,974 -2.5% | USD 355.35 -0.5% | |
| GIB-A.TO (CGI Inc) | 52,287 -2.0% | CAD 4,568,889 -0.7% | CAD 87.381 1.3% | |
| ORCL (Oracle Corporation) | 22,869 -2.0% | USD 4,545,442 -7.5% | USD 198.76 -5.7% | |
| HPQ (HP Inc) | 182,585 -2.0% | USD 4,374,737 3.9% | USD 23.96 6.0% | |
| CSCO (Cisco Systems Inc) | 55,099 -2.0% | USD 4,193,034 -1.1% | USD 76.1 0.9% | |
| 4307.T (Nomura Research Institute, Ltd.) | 99,000 -2.0% | JPY 4,046,508 2.7% | JPY 40.8738 4.8% | |
| IT (Gartner Inc) | 16,420 -2.0% | USD 3,845,236 2.4% | USD 234.18 4.5% | |
| SGE.L (Sage Group PLC) | 253,769 -2.0% | GBP 3,535,014 -3.9% | GBP 13.93 -2.0% | |
| FFIV (F5 Networks Inc) | 15,061 -2.0% | USD 3,528,642 1.7% | USD 234.29 3.7% | |
| DT (Dynatrace Holdings LLC) | 80,124 -2.0% | USD 3,491,003 -1.7% | USD 43.57 0.3% | |
| MU (Micron Technology Inc) | 15,501 -2.0% | USD 3,214,442 0.9% | USD 207.37 3.0% | |
| QCOM (Qualcomm Incorporated) | 15,144 -2.0% | USD 2,473,015 0.3% | USD 163.3 2.3% | |
| SHOP.TO (Shopify Inc) | 16,557 -2.0% | CAD 2,441,324 -0.4% | CAD 147.45 1.7% | |
| OTEX.TO (Open Text Corp) | 67,224 -2.0% | CAD 2,219,146 -1.0% | CAD 33.0112 1.1% | |
| ACN (Accenture plc) | 8,562 -2.0% | USD 2,156,340 2.5% | USD 251.85 4.6% | |
| TXN (Texas Instruments Incorporated) | 12,457 -2.0% | USD 1,985,646 1.8% | USD 159.4 4.0% | |
| KLAC (KLA-Tencor Corporation) | 1,735 -1.9% | USD 1,903,503 -2.4% | USD 1097.12 -0.5% | |
| 6841.T (Yokogawa Electric Corporation) | 59,500 -2.0% | JPY 1,847,463 1.3% | JPY 31.0498 3.4% | |
| ANET (Arista Networks) | 14,474 -2.0% | USD 1,699,682 -3.8% | USD 117.43 -1.8% | |
| CRWD (Crowdstrike Holdings Inc) | 3,383 -2.0% | USD 1,659,937 -4.1% | USD 490.67 -2.1% | |
| APP (Applovin Corp) | 3,137 -2.0% | USD 1,632,056 -2.1% | USD 520.26 -0.1% | |
| NTNX (Nutanix Inc) | 27,850 -2.1% | USD 1,604,717 -3.7% | USD 57.62 -1.7% | |
| 6857.T (Advantest Corporation) | 11,600 10.5% | JPY 1,357,057 -2.2% | JPY 116.988 -11.5% | |
| SNOW (Snowflake Inc.) | 4,042 -2.1% | USD 945,949 -6.4% | USD 234.03 -4.3% | |
| MRVL (Marvell Technology Group Ltd) | 11,841 -2.1% | USD 917,085 -1.1% | USD 77.45 1.0% | |
| 6861.T (Keyence Corporation) | 2,600 | JPY 903,452 1.9% | JPY 347.482 1.9% | |
| TEL (TE Connectivity Ltd) | 3,912 -2.2% | USD 856,454 -0.1% | USD 218.93 2.1% | |
| FTNT (Fortinet Inc) | 8,580 -2.2% | USD 676,576 -1.2% | USD 78.855 1.0% | |
| CSU.TO (Constellation Software Inc.) | 284 -2.1% | CAD 661,754 -0.4% | CAD 2330.12 1.7% | |
| FICO (Fair Isaac Corporation) | 325 -1.8% | USD 581,165 2.0% | USD 1788.2 3.9% | |
| MSTR (MicroStrategy Incorporated) | 3,343 -2.2% | USD 569,982 -5.9% | USD 170.5 -3.7% | |
| DDOG (Datadog Inc) | 3,585 -2.2% | USD 564,817 -3.5% | USD 157.55 -1.3% | |
| DELL (Dell Technologies Inc) | 4,319 -2.3% | USD 529,121 1.9% | USD 122.51 4.4% | |
| MPWR (Monolithic Power Systems Inc) | 592 -2.3% | USD 516,431 -0.6% | USD 872.35 1.8% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 6,584 -2.3% | USD 500,252 2.6% | USD 75.9799 5.0% | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 23,200 -1.7% | JPY 449,462 -2.4% | JPY 19.3734 -0.8% | |
| CLS.TO (Celestica Inc.) | 1,577 -2.2% | CAD 440,975 -3.4% | CAD 279.629 -1.2% | |
| 6762.T (TDK Corporation) | 26,900 -2.2% | JPY 414,699 -4.5% | JPY 15.4163 -2.4% | |
| FSLR (First Solar Inc) | 1,513 -2.3% | USD 378,114 -0.7% | USD 249.91 1.7% | |
| 6146.T (Disco Corporation) | 1,300 | JPY 364,786 -6.4% | JPY 280.605 -6.4% | |
| MCHP (Microchip Technology Inc) | 6,990 -2.3% | USD 355,791 1.5% | USD 50.9 3.8% | |
| PSTG (Pure Storage Inc) | 4,537 -2.3% | USD 355,610 -0.9% | USD 78.38 1.5% | |
| ZS (Zscaler Inc) | 1,231 -2.2% | USD 338,537 -3.9% | USD 275.01 -1.7% | |
| ASM.AS (ASM International NV) | 613 -2.2% | EUR 335,106 -6.9% | EUR 546.666 -4.8% | |
| TER (Teradyne Inc) | 2,090 -2.3% | USD 332,122 -0.5% | USD 158.91 1.9% | |
| MDB (MongoDB) | 1,010 -2.3% | USD 324,392 -4.7% | USD 321.18 -2.4% | |
| CAP.PA (Capgemini SE) | 2,039 -2.3% | EUR 308,388 0.9% | EUR 151.245 3.3% | |
| 7751.T (Canon Inc.) | 10,200 -25.5% | JPY 292,145 -24.4% | JPY 28.6417 1.5% | |
| HLMA.L (Halma PLC) | 6,238 -2.3% | GBP 288,972 -4.5% | GBP 46.3245 -2.2% | |
| 4901.T (FUJIFILM Holdings Corporation) | 13,500 -1.5% | JPY 285,082 1.6% | JPY 21.1172 3.1% | |
| BESI.AS (BE Semiconductor Industries NV) | 1,844 -2.2% | EUR 260,444 -7.9% | EUR 141.239 -5.8% | |
| ON (ON Semiconductor Corporation) | 5,526 -2.3% | USD 258,064 1.6% | USD 46.7 4.0% | |
| GDDY (Godaddy Inc) | 1,998 -2.3% | USD 253,866 -0.1% | USD 127.06 2.3% | |
| VRSN (VeriSign Inc) | 1,008 -2.3% | USD 253,431 -1.1% | USD 251.42 1.2% | |
| 6971.T (Kyocera Corporation) | 19,000 -2.1% | JPY 252,314 0.7% | JPY 13.2797 2.8% | |
| TYL (Tyler Technologies Inc) | 521 -2.3% | USD 246,313 -0.8% | USD 472.77 1.5% | |
| TRMB (Trimble Inc) | 3,116 -2.3% | USD 240,025 0.6% | USD 77.0298 3.0% | |
| CHKP (Check Point Software Technologies Ltd) | 1,274 -2.3% | USD 238,340 -0.6% | USD 187.08 1.7% | |
| TWLO (Twilio Inc) | 1,973 -2.4% | USD 237,885 -1.0% | USD 120.57 1.4% | |
| 6723.T (Renesas Electronics Corporation) | 20,300 -1.9% | JPY 233,141 -3.9% | JPY 11.4848 -2.0% | |
| ZM (Zoom Video Communications Inc) | 2,939 -2.3% | USD 231,094 -2.0% | USD 78.6301 0.3% | |
| SMCI (Super Micro Computer Inc) | 7,147 -2.3% | USD 230,062 -0.4% | USD 32.19 2.0% | |
| ENTG (Entegris Inc) | 3,081 -2.3% | USD 226,946 4.6% | USD 73.6599 7.1% | |
| 4768.T (Otsuka Corporation) | 11,400 -1.7% | JPY 226,609 2.2% | JPY 19.878 4.0% | |
| 4684.T (OBIC Co.,Ltd.) | 6,800 -2.9% | JPY 225,733 2.3% | JPY 33.196 5.4% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 212,552 2.3% | JPY 88.5633 2.3% | |
| AKAM (Akamai Technologies Inc) | 2,381 | USD 211,933 1.9% | USD 89.0101 1.9% | |
| STMPA.PA (STMicroelectronics NV) | 9,270 -2.3% | EUR 200,550 -3.1% | EUR 21.6343 -0.8% | |
| BSY (Bentley Systems Inc) | 4,693 -2.3% | USD 193,164 0.3% | USD 41.16 2.7% | |
| DOCU (DocuSign Inc) | 2,947 -2.3% | USD 192,704 -0.1% | USD 65.3899 2.2% | |
| 3626.T (TIS Inc.) | 5,600 -90.2% | JPY 186,935 -90.0% | JPY 33.3812 2.2% | |
| 6920.T (Lasertec Corporation) | 1,100 -42.1% | JPY 186,302 -44.7% | JPY 169.365 -4.5% | |
| IOT (Samsara Inc) | 4,964 -2.3% | USD 182,278 2.4% | USD 36.72 4.8% | |
| ZBRA (Zebra Technologies Corporation) | 753 -2.1% | USD 181,435 3.3% | USD 240.95 5.5% | |
| 7701.T (Shimadzu Corporation) | 6,100 -37.1% | JPY 169,805 -35.9% | JPY 27.8369 2.0% | |
| DSG.TO (Descartes Systems Group Inc) | 1,972 -2.4% | CAD 160,281 -0.9% | CAD 81.2784 1.5% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 2,000 -37.5% | JPY 158,475 -39.8% | JPY 79.2375 -3.6% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 156,629 1.5% | JPY 50.5255 1.5% | |
| NEM.DE (Nemetschek SE) | 1,504 -2.3% | EUR 155,165 -1.8% | EUR 103.168 0.6% | |
| OKTA (Okta Inc) | 1,970 -2.4% | USD 155,000 -1.9% | USD 78.6802 0.5% | |
| 9719.T (SCSK Corporation) | 4,000 -39.4% | JPY 145,201 -39.0% | JPY 36.3003 0.7% | |
| MNDY (Monday.Com Ltd) | 748 -2.1% | USD 109,844 -1.0% | USD 146.85 1.1% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 1,299,839 | USD 234,802,917 -3.2% | USD 180.64 -3.2% | |
| AAPL (Apple Inc) | 671,867 | USD 178,884,589 -0.9% | USD 266.25 -0.9% | |
| MSFT (Microsoft Corporation) | 292,507 | USD 139,944,124 -1.8% | USD 478.43 -1.8% | |
| AVGO (Broadcom Inc) | 210,925 | USD 73,153,009 -2.1% | USD 346.82 -2.1% | |
| ASML.AS (ASML Holding NV) | 31,511 | EUR 32,317,161 0.2% | EUR 1025.58 0.2% | |
| LRCX (Lam Research Corp) | 211,481 | USD 29,520,633 -6.2% | USD 139.59 -6.2% | |
| CRM (Salesforce.com Inc) | 100,732 | USD 22,701,971 -1.1% | USD 225.37 -1.1% | |
| SAP.DE (SAP SE) | 94,679 | EUR 22,545,641 0.4% | EUR 238.127 0.4% | |
| INTU (Intuit Inc) | 30,383 | USD 19,367,340 -2.0% | USD 637.44 -2.0% | |
| NOW (ServiceNow Inc) | 20,589 | USD 16,480,671 -2.0% | USD 800.46 -2.0% | |
| ADSK (Autodesk Inc) | 57,252 | USD 16,428,175 -1.5% | USD 286.945 -1.5% | |
| INTC (Intel Corporation) | 406,063 | USD 13,651,838 -4.2% | USD 33.62 -4.2% | |
| 8035.T (Tokyo Electron Limited) | 65,800 | JPY 13,563,138 4.5% | JPY 206.127 4.5% | |
| PANW (Palo Alto Networks Inc) | 70,210 | USD 12,993,765 -7.4% | USD 185.07 -7.4% | |
| ADBE (Adobe Systems Incorporated) | 40,686 | USD 12,710,306 -1.8% | USD 312.4 -1.8% | |
| 6701.T (NEC Corporation) | 273,500 | JPY 10,373,121 3.1% | JPY 37.9273 3.1% | |
| 6702.T (Fujitsu Limited) | 389,500 | JPY 10,022,208 0.9% | JPY 25.731 0.9% | |
| WDAY (Workday Inc) | 41,707 | USD 9,042,495 -3.1% | USD 216.81 -3.1% | |
| CDNS (Cadence Design Systems Inc) | 28,875 | USD 8,724,293 -1.5% | USD 302.14 -1.5% | |
| NXPI (NXP Semiconductors NV) | 46,621 | USD 8,587,122 -3.1% | USD 184.19 -3.1% | |
| IFX.DE (Infineon Technologies AG) | 222,259 | EUR 8,430,743 0.2% | EUR 37.9321 0.2% | |
| SNPS (Synopsys Inc) | 20,694 | USD 7,979,606 -0.2% | USD 385.6 -0.2% | |
| HPE (Hewlett Packard Enterprise Co) | 351,041 | USD 7,027,841 -2.8% | USD 20.02 -2.8% | |
| NTAP (NetApp Inc) | 53,605 | USD 5,534,180 -2.9% | USD 103.24 -2.9% | |
| PTC (PTC Inc) | 32,090 | USD 5,469,099 -0.9% | USD 170.43 -0.9% | |
| PLTR (Palantir Technologies Inc) | 35,084 | USD 5,464,158 -5.8% | USD 155.745 -5.8% | |
| ADI (Analog Devices Inc) | 23,971 | USD 5,398,269 -3.0% | USD 225.2 -3.0% | |
| NOKIA.HE (Nokia Oyj) | 828,207 | EUR 4,963,875 -1.1% | EUR 5.99352 -1.1% | |
| ORCL (Oracle Corporation) | 23,329 | USD 4,915,187 -6.6% | USD 210.69 -6.6% | |
| DSY.PA (Dassault Systemes SE) | 179,837 | EUR 4,833,773 -0.4% | EUR 26.8786 -0.4% | |
| HUBS (HubSpot Inc) | 13,141 | USD 4,695,411 -1.3% | USD 357.31 -1.3% | |
| GIB-A.TO (CGI Inc) | 53,341 | CAD 4,600,749 -0.5% | CAD 86.2516 -0.5% | |
| CSCO (Cisco Systems Inc) | 56,211 | USD 4,240,558 -3.8% | USD 75.44 -3.8% | |
| HPQ (HP Inc) | 186,279 | USD 4,211,768 0.6% | USD 22.61 0.6% | |
| 4307.T (Nomura Research Institute, Ltd.) | 101,000 | JPY 3,940,838 0.9% | JPY 39.0182 0.9% | |
| IT (Gartner Inc) | 16,752 | USD 3,754,626 -0.8% | USD 224.13 -0.8% | |
| SGE.L (Sage Group PLC) | 258,921 | GBP 3,678,629 -0.3% | GBP 14.2075 -0.3% | |
| DT (Dynatrace Holdings LLC) | 81,750 | USD 3,551,220 -4.1% | USD 43.44 -4.1% | |
| FFIV (F5 Networks Inc) | 15,367 | USD 3,470,330 0.8% | USD 225.83 0.8% | |
| MU (Micron Technology Inc) | 15,815 | USD 3,184,667 -10.9% | USD 201.37 -10.9% | |
| QCOM (Qualcomm Incorporated) | 15,454 | USD 2,466,304 -3.9% | USD 159.59 -3.9% | |
| SHOP.TO (Shopify Inc) | 16,897 | CAD 2,450,056 -0.9% | CAD 144.999 -0.9% | |
| OTEX.TO (Open Text Corp) | 68,612 | CAD 2,241,288 -1.7% | CAD 32.6661 -1.7% | |
| ACN (Accenture plc) | 8,738 | USD 2,104,023 -0.1% | USD 240.79 -0.1% | |
| KLAC (KLA-Tencor Corporation) | 1,769 | USD 1,950,234 -5.6% | USD 1102.45 -5.6% | |
| TXN (Texas Instruments Incorporated) | 12,715 | USD 1,949,591 -2.4% | USD 153.33 -2.4% | |
| 3626.T (TIS Inc.) | 57,100 | JPY 1,865,791 0.4% | JPY 32.6758 0.4% | |
| 6841.T (Yokogawa Electric Corporation) | 60,700 | JPY 1,822,886 0.9% | JPY 30.0311 0.9% | |
| ANET (Arista Networks) | 14,776 | USD 1,767,062 -4.2% | USD 119.59 -4.2% | |
| CRWD (Crowdstrike Holdings Inc) | 3,453 | USD 1,731,023 -3.7% | USD 501.31 -3.7% | |
| APP (Applovin Corp) | 3,201 | USD 1,667,145 -1.7% | USD 520.82 -1.7% | |
| NTNX (Nutanix Inc) | 28,434 | USD 1,665,948 -3.0% | USD 58.59 -3.0% | |
| 6857.T (Advantest Corporation) | 10,500 | JPY 1,387,502 8.0% | JPY 132.143 8.0% | |
| SNOW (Snowflake Inc.) | 4,130 | USD 1,010,446 -3.3% | USD 244.66 -3.3% | |
| MRVL (Marvell Technology Group Ltd) | 12,099 | USD 927,751 -5.7% | USD 76.68 -5.7% | |
| 6861.T (Keyence Corporation) | 2,600 | JPY 886,840 0.1% | JPY 341.092 0.1% | |
| TEL (TE Connectivity Ltd) | 3,998 | USD 857,531 -8.0% | USD 214.49 -8.0% | |
| FTNT (Fortinet Inc) | 8,774 | USD 684,723 -2.1% | USD 78.04 -2.1% | |
| CSU.TO (Constellation Software Inc.) | 290 | CAD 664,192 0.4% | CAD 2290.32 0.4% | |
| MSTR (MicroStrategy Incorporated) | 3,419 | USD 605,607 -5.0% | USD 177.13 -5.0% | |
| DDOG (Datadog Inc) | 3,667 | USD 585,143 -9.5% | USD 159.57 -9.5% | |
| FICO (Fair Isaac Corporation) | 331 | USD 569,502 -0.9% | USD 1720.55 -0.9% | |
| MPWR (Monolithic Power Systems Inc) | 606 | USD 519,457 -3.1% | USD 857.19 -3.1% | |
| DELL (Dell Technologies Inc) | 4,421 | USD 519,025 -1.7% | USD 117.4 -1.7% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 6,740 | USD 487,639 0.1% | USD 72.35 0.1% | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 23,600 | JPY 460,714 1.0% | JPY 19.5218 1.0% | |
| CLS.TO (Celestica Inc.) | 1,613 | CAD 456,505 -9.7% | CAD 283.016 -9.7% | |
| 6762.T (TDK Corporation) | 27,500 | JPY 434,380 3.3% | JPY 15.7956 3.3% | |
| 6146.T (Disco Corporation) | 1,300 | JPY 389,744 6.1% | JPY 299.803 6.1% | |
| 7751.T (Canon Inc.) | 13,700 | JPY 386,662 0.8% | JPY 28.2235 0.8% | |
| FSLR (First Solar Inc) | 1,549 | USD 380,806 -2.4% | USD 245.84 -2.4% | |
| ASM.AS (ASM International NV) | 627 | EUR 359,967 0.6% | EUR 574.11 0.6% | |
| PSTG (Pure Storage Inc) | 4,645 | USD 358,826 -5.7% | USD 77.2499 -5.7% | |
| ZS (Zscaler Inc) | 1,259 | USD 352,180 -4.1% | USD 279.73 -4.1% | |
| MCHP (Microchip Technology Inc) | 7,154 | USD 350,689 -3.5% | USD 49.02 -3.5% | |
| MDB (MongoDB) | 1,034 | USD 340,279 -2.4% | USD 329.09 -2.4% | |
| 6920.T (Lasertec Corporation) | 1,900 | JPY 336,871 5.4% | JPY 177.301 5.4% | |
| TER (Teradyne Inc) | 2,140 | USD 333,626 -7.3% | USD 155.9 -7.3% | |
| CAP.PA (Capgemini SE) | 2,087 | EUR 305,616 -0.5% | EUR 146.438 -0.5% | |
| HLMA.L (Halma PLC) | 6,386 | GBP 302,543 9.4% | GBP 47.376 9.4% | |
| BESI.AS (BE Semiconductor Industries NV) | 1,886 | EUR 282,703 0.6% | EUR 149.896 0.6% | |
| 4901.T (FUJIFILM Holdings Corporation) | 13,700 | JPY 280,482 -0.2% | JPY 20.4731 -0.2% | |
| 7701.T (Shimadzu Corporation) | 9,700 | JPY 264,847 -1.1% | JPY 27.3038 -1.1% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 3,200 | JPY 263,030 5.5% | JPY 82.1969 5.5% | |
| VRSN (VeriSign Inc) | 1,032 | USD 256,369 1.1% | USD 248.42 1.1% | |
| GDDY (Godaddy Inc) | 2,046 | USD 254,175 0.0% | USD 124.23 0.0% | |
| ON (ON Semiconductor Corporation) | 5,658 | USD 254,044 -2.6% | USD 44.9 -2.6% | |
| 6971.T (Kyocera Corporation) | 19,400 | JPY 250,636 -0.2% | JPY 12.9194 -0.2% | |
| TYL (Tyler Technologies Inc) | 533 | USD 248,378 0.0% | USD 466 0.0% | |
| 6723.T (Renesas Electronics Corporation) | 20,700 | JPY 242,487 1.0% | JPY 11.7143 1.0% | |
| TWLO (Twilio Inc) | 2,021 | USD 240,256 -1.1% | USD 118.88 -1.1% | |
| CHKP (Check Point Software Technologies Ltd) | 1,304 | USD 239,845 -0.9% | USD 183.93 -0.9% | |
| TRMB (Trimble Inc) | 3,190 | USD 238,676 -1.2% | USD 74.8201 -1.2% | |
| 9719.T (SCSK Corporation) | 6,600 | JPY 237,846 -0.7% | JPY 36.0373 -0.7% | |
| ZM (Zoom Video Communications Inc) | 3,007 | USD 235,809 -2.8% | USD 78.42 -2.8% | |
| SMCI (Super Micro Computer Inc) | 7,317 | USD 230,925 -6.4% | USD 31.5601 -6.4% | |
| 4768.T (Otsuka Corporation) | 11,600 | JPY 221,818 -0.9% | JPY 19.1222 -0.9% | |
| 4684.T (OBIC Co.,Ltd.) | 7,000 | JPY 220,562 -1.1% | JPY 31.5089 -1.1% | |
| ENTG (Entegris Inc) | 3,155 | USD 217,064 -6.7% | USD 68.8 -6.7% | |
| AKAM (Akamai Technologies Inc) | 2,381 | USD 208,052 1.0% | USD 87.3801 1.0% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 207,700 -0.9% | JPY 86.5417 -0.9% | |
| STMPA.PA (STMicroelectronics NV) | 9,490 | EUR 207,016 -2.3% | EUR 21.8141 -2.3% | |
| DOCU (DocuSign Inc) | 3,015 | USD 192,990 -1.6% | USD 64.0099 -1.6% | |
| BSY (Bentley Systems Inc) | 4,803 | USD 192,504 -1.1% | USD 40.0799 -1.1% | |
| IOT (Samsara Inc) | 5,080 | USD 177,952 -3.9% | USD 35.0299 -3.9% | |
| ZBRA (Zebra Technologies Corporation) | 769 | USD 175,640 -1.1% | USD 228.401 -1.1% | |
| DSG.TO (Descartes Systems Group Inc) | 2,020 | CAD 161,747 0.6% | CAD 80.0728 0.6% | |
| OKTA (Okta Inc) | 2,018 | USD 158,050 -2.2% | USD 78.3201 -2.2% | |
| NEM.DE (Nemetschek SE) | 1,540 | EUR 157,975 0.6% | EUR 102.581 0.6% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 154,341 -0.3% | JPY 49.7874 -0.3% | |
| MNDY (Monday.Com Ltd) | 764 | USD 110,956 -2.5% | USD 145.23 -2.5% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 1,299,839 | USD 242,445,970 2.8% | USD 186.52 2.8% | |
| AAPL (Apple Inc) | 671,867 | USD 180,436,602 0.4% | USD 268.56 0.4% | |
| MSFT (Microsoft Corporation) | 292,507 | USD 142,486,010 -1.4% | USD 487.12 -1.4% | |
| AVGO (Broadcom Inc) | 210,925 | USD 74,756,039 4.1% | USD 354.42 4.1% | |
| ASML.AS (ASML Holding NV) | 31,511 | EUR 32,259,607 2.1% | EUR 1023.76 2.1% | |
| LRCX (Lam Research Corp) | 211,481 | USD 31,468,373 3.9% | USD 148.8 3.9% | |
| CRM (Salesforce.com Inc) | 100,732 | USD 22,954,808 -2.4% | USD 227.88 -2.4% | |
| SAP.DE (SAP SE) | 94,679 | EUR 22,466,460 -0.2% | EUR 237.291 -0.2% | |
| INTU (Intuit Inc) | 30,383 | USD 19,767,787 0.1% | USD 650.62 0.1% | |
| NOW (ServiceNow Inc) | 20,589 | USD 16,809,889 -0.2% | USD 816.45 -0.2% | |
| ADSK (Autodesk Inc) | 57,252 | USD 16,671,210 -0.4% | USD 291.19 -0.4% | |
| INTC (Intel Corporation) | 406,063 | USD 14,256,872 2.3% | USD 35.11 2.3% | |
| PANW (Palo Alto Networks Inc) | 70,210 | USD 14,034,979 -0.5% | USD 199.9 -0.5% | |
| 8035.T (Tokyo Electron Limited) | 65,800 | JPY 12,973,760 -2.7% | JPY 197.17 -2.7% | |
| ADBE (Adobe Systems Incorporated) | 40,686 | USD 12,942,623 -2.0% | USD 318.11 -2.0% | |
| 6701.T (NEC Corporation) | 273,500 | JPY 10,063,486 1.7% | JPY 36.7952 1.7% | |
| 6702.T (Fujitsu Limited) | 389,500 | JPY 9,929,432 0.1% | JPY 25.4928 0.1% | |
| WDAY (Workday Inc) | 41,707 | USD 9,336,529 -0.8% | USD 223.86 -0.8% | |
| NXPI (NXP Semiconductors NV) | 46,621 | USD 8,860,787 0.8% | USD 190.06 0.8% | |
| CDNS (Cadence Design Systems Inc) | 28,875 | USD 8,857,695 1.2% | USD 306.76 1.2% | |
| IFX.DE (Infineon Technologies AG) | 222,259 | EUR 8,411,457 -0.9% | EUR 37.8453 -0.9% | |
| SNPS (Synopsys Inc) | 20,694 | USD 7,994,092 0.6% | USD 386.3 0.6% | |
| HPE (Hewlett Packard Enterprise Co) | 351,041 | USD 7,231,445 -1.4% | USD 20.6 -1.4% | |
| PLTR (Palantir Technologies Inc) | 35,084 | USD 5,803,595 -1.1% | USD 165.42 -1.1% | |
| NTAP (NetApp Inc) | 53,605 | USD 5,696,603 -0.1% | USD 106.27 -0.1% | |
| ADI (Analog Devices Inc) | 23,971 | USD 5,566,066 0.9% | USD 232.2 0.9% | |
| PTC (PTC Inc) | 32,090 | USD 5,517,555 -0.7% | USD 171.94 -0.7% | |
| ORCL (Oracle Corporation) | 23,329 | USD 5,261,389 2.3% | USD 225.53 2.3% | |
| NOKIA.HE (Nokia Oyj) | 828,207 | EUR 5,020,736 -7.3% | EUR 6.06218 -7.3% | |
| DSY.PA (Dassault Systemes SE) | 179,837 | EUR 4,855,039 0.6% | EUR 26.9969 0.6% | |
| HUBS (HubSpot Inc) | 13,141 | USD 4,755,728 -1.7% | USD 361.9 -1.7% | |
| GIB-A.TO (CGI Inc) | 53,341 | CAD 4,621,810 1.0% | CAD 86.6465 1.0% | |
| CSCO (Cisco Systems Inc) | 56,211 | USD 4,406,380 1.3% | USD 78.39 1.3% | |
| HPQ (HP Inc) | 186,279 | USD 4,185,689 -1.1% | USD 22.47 -1.1% | |
| 4307.T (Nomura Research Institute, Ltd.) | 101,000 | JPY 3,907,325 -0.9% | JPY 38.6864 -0.9% | |
| IT (Gartner Inc) | 16,752 | USD 3,784,109 -0.2% | USD 225.89 -0.2% | |
| DT (Dynatrace Holdings LLC) | 81,750 | USD 3,702,458 -2.3% | USD 45.29 -2.3% | |
| SGE.L (Sage Group PLC) | 258,921 | GBP 3,687,961 0.7% | GBP 14.2436 0.7% | |
| MU (Micron Technology Inc) | 15,815 | USD 3,572,925 -1.1% | USD 225.92 -1.1% | |
| FFIV (F5 Networks Inc) | 15,367 | USD 3,442,054 -1.3% | USD 223.99 -1.3% | |
| QCOM (Qualcomm Incorporated) | 15,454 | USD 2,567,064 0.6% | USD 166.11 0.6% | |
| SHOP.TO (Shopify Inc) | 16,897 | CAD 2,471,927 4.4% | CAD 146.294 4.4% | |
| OTEX.TO (Open Text Corp) | 68,612 | CAD 2,280,631 0.9% | CAD 33.2395 0.9% | |
| ACN (Accenture plc) | 8,738 | USD 2,106,557 0.4% | USD 241.08 0.5% | |
| KLAC (KLA-Tencor Corporation) | 1,769 | USD 2,065,237 4.0% | USD 1167.46 4.0% | |
| TXN (Texas Instruments Incorporated) | 12,715 | USD 1,997,399 -0.1% | USD 157.09 -0.1% | |
| 3626.T (TIS Inc.) | 57,100 | JPY 1,859,129 0.6% | JPY 32.5592 0.6% | |
| ANET (Arista Networks) | 14,776 | USD 1,844,193 1.1% | USD 124.81 1.1% | |
| 6841.T (Yokogawa Electric Corporation) | 60,700 | JPY 1,806,864 -0.7% | JPY 29.7671 -0.7% | |
| CRWD (Crowdstrike Holdings Inc) | 3,453 | USD 1,797,597 1.3% | USD 520.59 1.3% | |
| NTNX (Nutanix Inc) | 28,434 | USD 1,717,129 -5.7% | USD 60.39 -5.7% | |
| APP (Applovin Corp) | 3,201 | USD 1,696,690 0.8% | USD 530.05 0.8% | |
| 6857.T (Advantest Corporation) | 10,500 | JPY 1,284,701 -1.4% | JPY 122.352 -1.4% | |
| SNOW (Snowflake Inc.) | 4,130 | USD 1,044,807 -0.6% | USD 252.98 -0.6% | |
| MRVL (Marvell Technology Group Ltd) | 12,099 | USD 983,891 3.4% | USD 81.32 3.4% | |
| TEL (TE Connectivity Ltd) | 3,998 | USD 931,694 0.6% | USD 233.04 0.6% | |
| 6861.T (Keyence Corporation) | 2,600 | JPY 886,241 -0.3% | JPY 340.862 -0.3% | |
| FTNT (Fortinet Inc) | 8,774 | USD 699,551 -0.5% | USD 79.73 -0.5% | |
| CSU.TO (Constellation Software Inc.) | 290 | CAD 661,429 -1.3% | CAD 2280.79 -1.3% | |
| DDOG (Datadog Inc) | 3,667 | USD 646,529 -0.1% | USD 176.31 -0.1% | |
| MSTR (MicroStrategy Incorporated) | 3,419 | USD 637,644 -9.8% | USD 186.5 -9.8% | |
| FICO (Fair Isaac Corporation) | 331 | USD 574,669 0.6% | USD 1736.16 0.6% | |
| MPWR (Monolithic Power Systems Inc) | 606 | USD 536,098 3.2% | USD 884.65 3.2% | |
| DELL (Dell Technologies Inc) | 4,421 | USD 527,779 -2.7% | USD 119.38 -2.7% | |
| CLS.TO (Celestica Inc.) | 1,613 | CAD 505,370 4.7% | CAD 313.311 4.7% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 6,740 | USD 487,235 0.8% | USD 72.2901 0.8% | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 23,600 | JPY 455,972 0.3% | JPY 19.3208 0.3% | |
| 6762.T (TDK Corporation) | 27,500 | JPY 420,455 -1.7% | JPY 15.2893 -1.7% | |
| FSLR (First Solar Inc) | 1,549 | USD 390,147 -0.1% | USD 251.87 -0.1% | |
| 7751.T (Canon Inc.) | 13,700 | JPY 383,563 -1.2% | JPY 27.9973 -1.2% | |
| PSTG (Pure Storage Inc) | 4,645 | USD 380,658 -0.3% | USD 81.9501 -0.3% | |
| ZS (Zscaler Inc) | 1,259 | USD 367,389 -0.4% | USD 291.81 -0.4% | |
| 6146.T (Disco Corporation) | 1,300 | JPY 367,371 -4.2% | JPY 282.593 -4.2% | |
| MCHP (Microchip Technology Inc) | 7,154 | USD 363,423 -0.1% | USD 50.8 -0.1% | |
| TER (Teradyne Inc) | 2,140 | USD 360,012 2.8% | USD 168.23 2.8% | |
| ASM.AS (ASM International NV) | 627 | EUR 357,944 1.0% | EUR 570.884 1.0% | |
| MDB (MongoDB) | 1,034 | USD 348,654 -0.2% | USD 337.19 -0.2% | |
| 6920.T (Lasertec Corporation) | 1,900 | JPY 319,631 -3.0% | JPY 168.227 -3.0% | |
| CAP.PA (Capgemini SE) | 2,087 | EUR 307,137 -0.3% | EUR 147.167 -0.3% | |
| BESI.AS (BE Semiconductor Industries NV) | 1,886 | EUR 281,149 1.2% | EUR 149.072 1.2% | |
| 4901.T (FUJIFILM Holdings Corporation) | 13,700 | JPY 280,976 -1.4% | JPY 20.5092 -1.4% | |
| HLMA.L (Halma PLC) | 6,386 | GBP 276,637 -1.1% | GBP 43.3193 -1.1% | |
| 7701.T (Shimadzu Corporation) | 9,700 | JPY 267,855 1.9% | JPY 27.6139 1.9% | |
| ON (ON Semiconductor Corporation) | 5,658 | USD 260,947 1.2% | USD 46.12 1.2% | |
| GDDY (Godaddy Inc) | 2,046 | USD 254,277 -0.8% | USD 124.28 -0.8% | |
| VRSN (VeriSign Inc) | 1,032 | USD 253,624 -1.6% | USD 245.76 -1.6% | |
| 6971.T (Kyocera Corporation) | 19,400 | JPY 251,060 0.0% | JPY 12.9412 0.0% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 3,200 | JPY 249,331 -3.4% | JPY 77.9159 -3.4% | |
| TYL (Tyler Technologies Inc) | 533 | USD 248,255 -0.1% | USD 465.769 -0.1% | |
| SMCI (Super Micro Computer Inc) | 7,317 | USD 246,802 -3.4% | USD 33.7299 -3.4% | |
| TWLO (Twilio Inc) | 2,021 | USD 242,823 -0.4% | USD 120.15 -0.4% | |
| ZM (Zoom Video Communications Inc) | 3,007 | USD 242,695 -0.7% | USD 80.71 -0.7% | |
| CHKP (Check Point Software Technologies Ltd) | 1,304 | USD 242,075 -2.7% | USD 185.64 -2.7% | |
| TRMB (Trimble Inc) | 3,190 | USD 241,674 0.5% | USD 75.7599 0.5% | |
| 6723.T (Renesas Electronics Corporation) | 20,700 | JPY 240,110 -3.8% | JPY 11.5995 -3.8% | |
| 9719.T (SCSK Corporation) | 6,600 | JPY 239,517 -0.8% | JPY 36.2905 -0.8% | |
| ENTG (Entegris Inc) | 3,155 | USD 232,729 1.4% | USD 73.7651 1.4% | |
| 4768.T (Otsuka Corporation) | 11,600 | JPY 223,825 1.0% | JPY 19.2953 1.0% | |
| 4684.T (OBIC Co.,Ltd.) | 7,000 | JPY 223,039 -0.1% | JPY 31.8627 -0.1% | |
| STMPA.PA (STMicroelectronics NV) | 9,490 | EUR 211,886 0.0% | EUR 22.3273 0.0% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 209,539 -0.5% | JPY 87.3079 -0.5% | |
| AKAM (Akamai Technologies Inc) | 2,381 | USD 206,004 -1.4% | USD 86.52 -1.4% | |
| DOCU (DocuSign Inc) | 3,015 | USD 196,096 -0.8% | USD 65.0401 -0.8% | |
| BSY (Bentley Systems Inc) | 4,803 | USD 194,618 -2.5% | USD 40.5201 -2.5% | |
| IOT (Samsara Inc) | 5,080 | USD 185,166 0.4% | USD 36.45 0.4% | |
| ZBRA (Zebra Technologies Corporation) | 769 | USD 177,585 0.0% | USD 230.93 0.0% | |
| OKTA (Okta Inc) | 2,018 | USD 161,622 -1.2% | USD 80.0902 -1.2% | |
| DSG.TO (Descartes Systems Group Inc) | 2,020 | CAD 160,708 0.6% | CAD 79.5584 0.6% | |
| NEM.DE (Nemetschek SE) | 1,540 | EUR 157,107 0.8% | EUR 102.018 0.8% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 154,847 -0.6% | JPY 49.9506 -0.6% | |
| MNDY (Monday.Com Ltd) | 764 | USD 113,775 -2.8% | USD 148.92 -2.8% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 1,299,839 2.0% | USD 235,738,801 -0.9% | USD 181.36 -2.8% | |
| AAPL (Apple Inc) | 671,867 2.0% | USD 179,684,110 2.0% | USD 267.44 0.0% | |
| MSFT (Microsoft Corporation) | 292,507 2.0% | USD 144,437,032 -0.8% | USD 493.79 -2.7% | |
| AVGO (Broadcom Inc) | 210,925 2.0% | USD 71,819,963 1.3% | USD 340.5 -0.6% | |
| ASML.AS (ASML Holding NV) | 31,511 2.0% | EUR 31,590,972 0.6% | EUR 1002.54 -1.4% | |
| LRCX (Lam Research Corp) | 211,481 2.0% | USD 30,292,538 -0.9% | USD 143.24 -2.9% | |
| CRM (Salesforce.com Inc) | 100,732 2.0% | USD 23,520,922 0.5% | USD 233.5 -1.5% | |
| SAP.DE (SAP SE) | 94,679 2.0% | EUR 22,518,110 1.0% | EUR 237.836 -0.9% | |
| INTU (Intuit Inc) | 30,383 2.0% | USD 19,740,747 2.6% | USD 649.73 0.6% | |
| NOW (ServiceNow Inc) | 20,589 2.0% | USD 16,841,184 -0.2% | USD 817.97 -2.1% | |
| ADSK (Autodesk Inc) | 57,252 2.0% | USD 16,730,752 2.1% | USD 292.23 0.1% | |
| PANW (Palo Alto Networks Inc) | 70,210 2.0% | USD 14,112,210 1.0% | USD 201 -0.9% | |
| INTC (Intel Corporation) | 406,063 2.0% | USD 13,940,143 0.9% | USD 34.33 -1.1% | |
| 8035.T (Tokyo Electron Limited) | 65,800 1.9% | JPY 13,340,100 -3.8% | JPY 202.737 -5.5% | |
| ADBE (Adobe Systems Incorporated) | 40,686 2.0% | USD 13,201,386 1.8% | USD 324.47 -0.2% | |
| 6702.T (Fujitsu Limited) | 389,500 2.0% | JPY 9,915,914 -3.8% | JPY 25.4581 -5.7% | |
| 6701.T (NEC Corporation) | 273,500 1.9% | JPY 9,891,972 -2.7% | JPY 36.1681 -4.5% | |
| WDAY (Workday Inc) | 41,707 2.0% | USD 9,410,767 2.3% | USD 225.64 0.3% | |
| NXPI (NXP Semiconductors NV) | 46,621 2.0% | USD 8,792,254 1.0% | USD 188.59 -1.0% | |
| CDNS (Cadence Design Systems Inc) | 28,875 2.0% | USD 8,755,189 -0.7% | USD 303.21 -2.6% | |
| IFX.DE (Infineon Technologies AG) | 222,259 2.0% | EUR 8,491,011 -2.3% | EUR 38.2032 -4.2% | |
| SNPS (Synopsys Inc) | 20,694 2.0% | USD 7,942,771 0.3% | USD 383.82 -1.6% | |
| HPE (Hewlett Packard Enterprise Co) | 351,041 2.0% | USD 7,336,757 0.4% | USD 20.9 -1.6% | |
| PLTR (Palantir Technologies Inc) | 35,084 2.0% | USD 5,870,606 -0.3% | USD 167.33 -2.3% | |
| NTAP (NetApp Inc) | 53,605 2.0% | USD 5,703,572 1.6% | USD 106.4 -0.4% | |
| PTC (PTC Inc) | 32,090 2.0% | USD 5,553,816 1.3% | USD 173.07 -0.7% | |
| ADI (Analog Devices Inc) | 23,971 2.0% | USD 5,516,446 2.1% | USD 230.13 0.1% | |
| NOKIA.HE (Nokia Oyj) | 828,207 2.0% | EUR 5,413,890 -0.5% | EUR 6.53688 -2.5% | |
| ORCL (Oracle Corporation) | 23,329 2.0% | USD 5,143,811 2.3% | USD 220.49 0.3% | |
| HUBS (HubSpot Inc) | 13,141 2.0% | USD 4,840,225 1.8% | USD 368.33 -0.2% | |
| DSY.PA (Dassault Systemes SE) | 179,837 2.0% | EUR 4,828,098 0.3% | EUR 26.8471 -1.6% | |
| GIB-A.TO (CGI Inc) | 53,341 2.0% | CAD 4,577,251 1.4% | CAD 85.8111 -0.6% | |
| CSCO (Cisco Systems Inc) | 56,211 2.0% | USD 4,349,045 1.5% | USD 77.37 -0.5% | |
| HPQ (HP Inc) | 186,279 2.0% | USD 4,230,396 1.3% | USD 22.71 -0.7% | |
| 4307.T (Nomura Research Institute, Ltd.) | 101,000 2.0% | JPY 3,944,383 -2.3% | JPY 39.0533 -4.2% | |
| IT (Gartner Inc) | 16,752 2.0% | USD 3,791,313 1.7% | USD 226.32 -0.3% | |
| DT (Dynatrace Holdings LLC) | 81,750 2.0% | USD 3,789,930 4.7% | USD 46.36 2.7% | |
| SGE.L (Sage Group PLC) | 258,921 2.0% | GBP 3,661,766 1.3% | GBP 14.1424 -0.7% | |
| MU (Micron Technology Inc) | 15,815 2.0% | USD 3,613,728 -3.7% | USD 228.5 -5.6% | |
| FFIV (F5 Networks Inc) | 15,367 2.0% | USD 3,489,077 1.3% | USD 227.05 -0.7% | |
| QCOM (Qualcomm Incorporated) | 15,454 2.0% | USD 2,550,837 1.0% | USD 165.06 -1.0% | |
| SHOP.TO (Shopify Inc) | 16,897 2.0% | CAD 2,366,991 1.8% | CAD 140.084 -0.2% | |
| OTEX.TO (Open Text Corp) | 68,612 2.0% | CAD 2,259,405 2.0% | CAD 32.9302 0.0% | |
| ACN (Accenture plc) | 8,738 2.0% | USD 2,097,120 1.4% | USD 240 -0.6% | |
| TXN (Texas Instruments Incorporated) | 12,715 2.0% | USD 2,000,324 3.6% | USD 157.32 1.5% | |
| KLAC (KLA-Tencor Corporation) | 1,769 2.0% | USD 1,986,746 1.0% | USD 1123.09 -0.9% | |
| 3626.T (TIS Inc.) | 57,100 2.1% | JPY 1,847,867 -1.4% | JPY 32.3619 -3.5% | |
| ANET (Arista Networks) | 14,776 2.0% | USD 1,824,097 -1.0% | USD 123.45 -3.0% | |
| NTNX (Nutanix Inc) | 28,434 2.0% | USD 1,820,060 1.1% | USD 64.01 -0.9% | |
| 6841.T (Yokogawa Electric Corporation) | 60,700 2.0% | JPY 1,819,339 -0.7% | JPY 29.9726 -2.6% | |
| CRWD (Crowdstrike Holdings Inc) | 3,453 2.0% | USD 1,773,703 -1.1% | USD 513.67 -3.0% | |
| APP (Applovin Corp) | 3,201 2.0% | USD 1,683,758 -0.5% | USD 526.01 -2.5% | |
| 6857.T (Advantest Corporation) | 10,500 1.9% | JPY 1,302,399 -1.9% | JPY 124.038 -3.7% | |
| SNOW (Snowflake Inc.) | 4,130 2.0% | USD 1,051,126 2.7% | USD 254.51 0.7% | |
| MRVL (Marvell Technology Group Ltd) | 12,099 2.1% | USD 951,949 -3.8% | USD 78.68 -5.7% | |
| TEL (TE Connectivity Ltd) | 3,998 2.0% | USD 925,697 0.9% | USD 231.54 -1.1% | |
| 6861.T (Keyence Corporation) | 2,600 | JPY 889,132 -3.3% | JPY 341.974 -3.3% | |
| MSTR (MicroStrategy Incorporated) | 3,419 2.1% | USD 707,049 8.0% | USD 206.8 5.8% | |
| FTNT (Fortinet Inc) | 8,774 2.1% | USD 703,236 -0.1% | USD 80.15 -2.2% | |
| CSU.TO (Constellation Software Inc.) | 290 2.1% | CAD 670,107 2.0% | CAD 2310.71 -0.1% | |
| DDOG (Datadog Inc) | 3,667 2.1% | USD 647,079 0.0% | USD 176.46 -2.1% | |
| FICO (Fair Isaac Corporation) | 331 1.8% | USD 570,965 -0.2% | USD 1724.97 -2.0% | |
| DELL (Dell Technologies Inc) | 4,421 2.1% | USD 542,412 2.3% | USD 122.69 0.2% | |
| MPWR (Monolithic Power Systems Inc) | 606 2.0% | USD 519,318 -2.5% | USD 856.96 -4.5% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 6,740 2.2% | USD 483,595 3.0% | USD 71.75 0.8% | |
| CLS.TO (Celestica Inc.) | 1,613 2.2% | CAD 482,559 -1.3% | CAD 299.169 -3.4% | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 23,600 1.7% | JPY 454,597 -2.3% | JPY 19.2626 -4.0% | |
| 6762.T (TDK Corporation) | 27,500 2.2% | JPY 427,620 -1.5% | JPY 15.5498 -3.6% | |
| FSLR (First Solar Inc) | 1,549 2.2% | USD 390,642 1.7% | USD 252.19 -0.5% | |
| 7751.T (Canon Inc.) | 13,700 1.5% | JPY 388,214 -1.3% | JPY 28.3368 -2.7% | |
| 6146.T (Disco Corporation) | 1,300 | JPY 383,449 -4.7% | JPY 294.961 -4.7% | |
| PSTG (Pure Storage Inc) | 4,645 2.2% | USD 381,680 -0.2% | USD 82.1701 -2.4% | |
| ZS (Zscaler Inc) | 1,259 2.1% | USD 369,025 1.5% | USD 293.11 -0.6% | |
| MCHP (Microchip Technology Inc) | 7,154 2.2% | USD 363,924 0.6% | USD 50.87 -1.6% | |
| ASM.AS (ASM International NV) | 627 2.0% | EUR 354,527 -1.2% | EUR 565.434 -3.1% | |
| TER (Teradyne Inc) | 2,140 2.2% | USD 350,361 -0.1% | USD 163.72 -2.2% | |
| MDB (MongoDB) | 1,034 2.2% | USD 349,347 1.7% | USD 337.86 -0.5% | |
| 6920.T (Lasertec Corporation) | 1,900 | JPY 329,403 -6.2% | JPY 173.37 -6.2% | |
| CAP.PA (Capgemini SE) | 2,087 2.3% | EUR 308,188 -1.1% | EUR 147.67 -3.3% | |
| 4901.T (FUJIFILM Holdings Corporation) | 13,700 1.5% | JPY 284,896 -0.9% | JPY 20.7953 -2.4% | |
| HLMA.L (Halma PLC) | 6,386 2.3% | GBP 279,837 1.5% | GBP 43.8204 -0.8% | |
| BESI.AS (BE Semiconductor Industries NV) | 1,886 2.3% | EUR 277,742 -0.3% | EUR 147.265 -2.5% | |
| 7701.T (Shimadzu Corporation) | 9,700 2.1% | JPY 262,811 -1.3% | JPY 27.0939 -3.3% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 3,200 | JPY 258,226 -2.5% | JPY 80.6956 -2.5% | |
| ON (ON Semiconductor Corporation) | 5,658 2.4% | USD 257,778 1.3% | USD 45.5599 -1.0% | |
| VRSN (VeriSign Inc) | 1,032 2.4% | USD 257,618 2.2% | USD 249.63 -0.2% | |
| GDDY (Godaddy Inc) | 2,046 2.3% | USD 256,323 2.4% | USD 125.28 0.1% | |
| SMCI (Super Micro Computer Inc) | 7,317 2.3% | USD 255,363 4.8% | USD 34.9 2.3% | |
| 6971.T (Kyocera Corporation) | 19,400 2.1% | JPY 251,066 -0.8% | JPY 12.9415 -2.8% | |
| 6723.T (Renesas Electronics Corporation) | 20,700 2.0% | JPY 249,560 0.2% | JPY 12.056 -1.8% | |
| CHKP (Check Point Software Technologies Ltd) | 1,304 2.4% | USD 248,673 1.6% | USD 190.7 -0.7% | |
| TYL (Tyler Technologies Inc) | 533 2.3% | USD 248,511 3.0% | USD 466.25 0.7% | |
| ZM (Zoom Video Communications Inc) | 3,007 2.3% | USD 244,499 1.6% | USD 81.3099 -0.7% | |
| TWLO (Twilio Inc) | 2,021 2.2% | USD 243,894 2.6% | USD 120.68 0.4% | |
| 9719.T (SCSK Corporation) | 6,600 3.1% | JPY 241,345 3.1% | JPY 36.5674 0.0% | |
| TRMB (Trimble Inc) | 3,190 2.4% | USD 240,590 2.2% | USD 75.4201 -0.2% | |
| ENTG (Entegris Inc) | 3,155 2.3% | USD 229,558 -0.4% | USD 72.7601 -2.7% | |
| 4684.T (OBIC Co.,Ltd.) | 7,000 2.9% | JPY 223,333 0.8% | JPY 31.9047 -2.1% | |
| 4768.T (Otsuka Corporation) | 11,600 1.8% | JPY 221,504 -0.1% | JPY 19.0952 -1.8% | |
| STMPA.PA (STMicroelectronics NV) | 9,490 2.4% | EUR 211,891 -0.3% | EUR 22.3278 -2.6% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 210,671 -2.2% | JPY 87.7796 -2.2% | |
| AKAM (Akamai Technologies Inc) | 2,381 2.3% | USD 208,909 2.5% | USD 87.74 0.1% | |
| BSY (Bentley Systems Inc) | 4,803 2.3% | USD 199,517 1.6% | USD 41.5401 -0.7% | |
| DOCU (DocuSign Inc) | 3,015 2.3% | USD 197,694 3.7% | USD 65.5702 1.4% | |
| IOT (Samsara Inc) | 5,080 2.3% | USD 184,353 1.9% | USD 36.29 -0.4% | |
| ZBRA (Zebra Technologies Corporation) | 769 2.1% | USD 177,562 1.3% | USD 230.9 -0.8% | |
| OKTA (Okta Inc) | 2,018 2.2% | USD 163,519 2.2% | USD 81.0302 0.0% | |
| DSG.TO (Descartes Systems Group Inc) | 2,020 2.2% | CAD 159,761 0.3% | CAD 79.0896 -1.9% | |
| NEM.DE (Nemetschek SE) | 1,540 2.4% | EUR 155,800 0.2% | EUR 101.169 -2.2% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 155,724 -0.4% | JPY 50.2335 -0.4% | |
| MNDY (Monday.Com Ltd) | 764 2.1% | USD 117,026 4.1% | USD 153.175 1.9% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 1,274,693 | USD 237,857,714 -1.9% | USD 186.6 -1.9% | |
| AAPL (Apple Inc) | 658,869 | USD 176,221,103 -1.8% | USD 267.46 -1.8% | |
| MSFT (Microsoft Corporation) | 286,849 | USD 145,572,999 -0.5% | USD 507.49 -0.5% | |
| AVGO (Broadcom Inc) | 206,843 | USD 70,874,754 0.1% | USD 342.65 0.1% | |
| ASML.AS (ASML Holding NV) | 30,901 | EUR 31,409,282 0.1% | EUR 1016.45 0.1% | |
| LRCX (Lam Research Corp) | 207,385 | USD 30,580,992 -0.5% | USD 147.46 -0.5% | |
| CRM (Salesforce.com Inc) | 98,780 | USD 23,413,823 -2.7% | USD 237.03 -2.7% | |
| SAP.DE (SAP SE) | 92,845 | EUR 22,290,098 -2.1% | EUR 240.079 -2.1% | |
| INTU (Intuit Inc) | 29,795 | USD 19,246,974 -2.5% | USD 645.98 -2.5% | |
| NOW (ServiceNow Inc) | 20,191 | USD 16,875,436 -1.7% | USD 835.79 -1.7% | |
| ADSK (Autodesk Inc) | 56,142 | USD 16,391,218 -2.5% | USD 291.96 -2.5% | |
| PANW (Palo Alto Networks Inc) | 68,848 | USD 13,969,259 -1.1% | USD 202.9 -1.1% | |
| 8035.T (Tokyo Electron Limited) | 64,600 | JPY 13,861,142 4.0% | JPY 214.569 4.0% | |
| INTC (Intel Corporation) | 398,181 | USD 13,820,863 -2.3% | USD 34.71 -2.3% | |
| ADBE (Adobe Systems Incorporated) | 39,896 | USD 12,968,993 -1.8% | USD 325.07 -1.8% | |
| 6702.T (Fujitsu Limited) | 381,900 | JPY 10,310,648 -0.1% | JPY 26.9983 -0.1% | |
| 6701.T (NEC Corporation) | 268,300 | JPY 10,163,573 -2.2% | JPY 37.8814 -2.2% | |
| WDAY (Workday Inc) | 40,897 | USD 9,199,780 -2.5% | USD 224.95 -2.5% | |
| CDNS (Cadence Design Systems Inc) | 28,315 | USD 8,814,176 -1.2% | USD 311.29 -1.2% | |
| NXPI (NXP Semiconductors NV) | 45,715 | USD 8,709,165 -3.3% | USD 190.51 -3.3% | |
| IFX.DE (Infineon Technologies AG) | 217,937 | EUR 8,690,003 -2.7% | EUR 39.8739 -2.7% | |
| SNPS (Synopsys Inc) | 20,292 | USD 7,918,750 0.1% | USD 390.24 0.1% | |
| HPE (Hewlett Packard Enterprise Co) | 344,209 | USD 7,307,557 -7.0% | USD 21.23 -7.0% | |
| PLTR (Palantir Technologies Inc) | 34,400 | USD 5,891,000 -1.6% | USD 171.25 -1.6% | |
| NTAP (NetApp Inc) | 52,559 | USD 5,613,301 -2.4% | USD 106.8 -2.4% | |
| PTC (PTC Inc) | 31,464 | USD 5,481,343 -3.0% | USD 174.21 -3.0% | |
| NOKIA.HE (Nokia Oyj) | 812,047 | EUR 5,441,790 -1.0% | EUR 6.70132 -1.0% | |
| ADI (Analog Devices Inc) | 23,503 | USD 5,404,280 -2.1% | USD 229.94 -2.1% | |
| ORCL (Oracle Corporation) | 22,875 | USD 5,029,298 -1.3% | USD 219.86 -1.3% | |
| DSY.PA (Dassault Systemes SE) | 176,323 | EUR 4,811,871 -2.0% | EUR 27.2901 -2.0% | |
| HUBS (HubSpot Inc) | 12,885 | USD 4,755,854 -6.9% | USD 369.1 -6.9% | |
| GIB-A.TO (CGI Inc) | 52,299 | CAD 4,513,927 -0.6% | CAD 86.31 -0.6% | |
| CSCO (Cisco Systems Inc) | 55,111 | USD 4,286,534 -0.3% | USD 77.78 -0.3% | |
| HPQ (HP Inc) | 182,635 | USD 4,176,862 -6.8% | USD 22.87 -6.8% | |
| 4307.T (Nomura Research Institute, Ltd.) | 99,000 | JPY 4,036,039 -0.5% | JPY 40.7681 -0.5% | |
| MU (Micron Technology Inc) | 15,505 | USD 3,751,435 -2.0% | USD 241.95 -2.0% | |
| IT (Gartner Inc) | 16,424 | USD 3,726,441 -1.8% | USD 226.89 -1.8% | |
| DT (Dynatrace Holdings LLC) | 80,150 | USD 3,618,773 -3.6% | USD 45.15 -3.6% | |
| SGE.L (Sage Group PLC) | 253,845 | GBP 3,615,717 -0.6% | GBP 14.2438 -0.6% | |
| FFIV (F5 Networks Inc) | 15,067 | USD 3,444,919 -2.3% | USD 228.64 -2.3% | |
| QCOM (Qualcomm Incorporated) | 15,150 | USD 2,526,263 -4.2% | USD 166.75 -4.2% | |
| SHOP.TO (Shopify Inc) | 16,565 | CAD 2,324,898 -3.9% | CAD 140.35 -3.9% | |
| OTEX.TO (Open Text Corp) | 67,258 | CAD 2,214,046 -2.2% | CAD 32.9187 -2.2% | |
| ACN (Accenture plc) | 8,566 | USD 2,067,233 -1.6% | USD 241.33 -1.6% | |
| KLAC (KLA-Tencor Corporation) | 1,735 | USD 1,966,970 -0.1% | USD 1133.7 -0.1% | |
| TXN (Texas Instruments Incorporated) | 12,463 | USD 1,931,640 -2.7% | USD 154.99 -2.7% | |
| 3626.T (TIS Inc.) | 55,900 | JPY 1,874,439 0.2% | JPY 33.532 0.2% | |
| ANET (Arista Networks) | 14,484 | USD 1,843,234 -3.1% | USD 127.26 -3.1% | |
| 6841.T (Yokogawa Electric Corporation) | 59,500 | JPY 1,831,448 0.5% | JPY 30.7806 0.5% | |
| NTNX (Nutanix Inc) | 27,870 | USD 1,800,402 -2.0% | USD 64.6 -2.0% | |
| CRWD (Crowdstrike Holdings Inc) | 3,385 | USD 1,793,305 -1.4% | USD 529.78 -1.4% | |
| APP (Applovin Corp) | 3,139 | USD 1,692,769 -3.3% | USD 539.27 -3.3% | |
| 6857.T (Advantest Corporation) | 10,300 | JPY 1,327,362 1.9% | JPY 128.87 1.9% | |
| SNOW (Snowflake Inc.) | 4,048 | USD 1,023,294 -1.6% | USD 252.79 -1.6% | |
| MRVL (Marvell Technology Group Ltd) | 11,855 | USD 989,300 -3.5% | USD 83.45 -3.5% | |
| 6861.T (Keyence Corporation) | 2,600 | JPY 919,914 -1.8% | JPY 353.813 -1.8% | |
| TEL (TE Connectivity Ltd) | 3,918 | USD 917,635 -1.3% | USD 234.21 -1.3% | |
| FTNT (Fortinet Inc) | 8,592 | USD 704,028 -0.4% | USD 81.9399 -0.4% | |
| CSU.TO (Constellation Software Inc.) | 284 | CAD 657,041 -2.9% | CAD 2313.52 -2.9% | |
| MSTR (MicroStrategy Incorporated) | 3,349 | USD 654,462 -2.2% | USD 195.42 -2.2% | |
| DDOG (Datadog Inc) | 3,591 | USD 647,314 -2.6% | USD 180.26 -2.6% | |
| FICO (Fair Isaac Corporation) | 325 | USD 572,081 1.1% | USD 1760.25 1.1% | |
| MPWR (Monolithic Power Systems Inc) | 594 | USD 532,824 -2.5% | USD 897.01 -2.5% | |
| DELL (Dell Technologies Inc) | 4,329 | USD 530,216 -8.4% | USD 122.48 -8.4% | |
| CLS.TO (Celestica Inc.) | 1,579 | CAD 489,013 -0.1% | CAD 309.698 -0.1% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 6,596 | USD 469,437 -2.0% | USD 71.17 -2.0% | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 23,200 | JPY 465,510 -0.3% | JPY 20.0651 -0.3% | |
| 6762.T (TDK Corporation) | 26,900 | JPY 434,106 -1.7% | JPY 16.1378 -1.7% | |
| 6146.T (Disco Corporation) | 1,300 | JPY 402,159 1.0% | JPY 309.353 1.0% | |
| 7751.T (Canon Inc.) | 13,500 | JPY 393,183 -0.7% | JPY 29.1247 -0.7% | |
| FSLR (First Solar Inc) | 1,515 | USD 384,113 0.2% | USD 253.54 0.2% | |
| PSTG (Pure Storage Inc) | 4,545 | USD 382,462 -0.5% | USD 84.1501 -0.5% | |
| ZS (Zscaler Inc) | 1,233 | USD 363,636 -1.5% | USD 294.92 -1.5% | |
| MCHP (Microchip Technology Inc) | 6,998 | USD 361,797 -3.3% | USD 51.7001 -3.3% | |
| ASM.AS (ASM International NV) | 615 | EUR 358,921 -1.3% | EUR 583.611 -1.3% | |
| 6920.T (Lasertec Corporation) | 1,900 | JPY 351,120 1.6% | JPY 184.8 1.6% | |
| TER (Teradyne Inc) | 2,094 | USD 350,619 -1.5% | USD 167.44 -1.5% | |
| MDB (MongoDB) | 1,012 | USD 343,675 -3.7% | USD 339.6 -3.7% | |
| CAP.PA (Capgemini SE) | 2,041 | EUR 311,754 -1.5% | EUR 152.746 -1.5% | |
| 4901.T (FUJIFILM Holdings Corporation) | 13,500 | JPY 287,493 -0.6% | JPY 21.2958 -0.6% | |
| BESI.AS (BE Semiconductor Industries NV) | 1,844 | EUR 278,455 -1.0% | EUR 151.006 -1.0% | |
| HLMA.L (Halma PLC) | 6,240 | GBP 275,606 -0.1% | GBP 44.1676 -0.1% | |
| 7701.T (Shimadzu Corporation) | 9,500 | JPY 266,155 -1.7% | JPY 28.0163 -1.7% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 3,200 | JPY 264,854 -0.3% | JPY 82.7669 -0.3% | |
| ON (ON Semiconductor Corporation) | 5,528 | USD 254,399 -1.9% | USD 46.0201 -1.9% | |
| 6971.T (Kyocera Corporation) | 19,000 | JPY 253,056 -2.7% | JPY 13.3187 -2.7% | |
| VRSN (VeriSign Inc) | 1,008 | USD 252,192 -1.1% | USD 250.19 -1.1% | |
| GDDY (Godaddy Inc) | 2,000 | USD 250,380 -3.5% | USD 125.19 -3.5% | |
| 6723.T (Renesas Electronics Corporation) | 20,300 | JPY 249,115 -2.1% | JPY 12.2717 -2.1% | |
| CHKP (Check Point Software Technologies Ltd) | 1,274 | USD 244,735 -2.7% | USD 192.1 -2.7% | |
| SMCI (Super Micro Computer Inc) | 7,149 | USD 243,781 -6.4% | USD 34.1 -6.4% | |
| TYL (Tyler Technologies Inc) | 521 | USD 241,249 -1.0% | USD 463.05 -1.0% | |
| ZM (Zoom Video Communications Inc) | 2,939 | USD 240,587 -2.8% | USD 81.8602 -2.8% | |
| TWLO (Twilio Inc) | 1,977 | USD 237,675 -4.1% | USD 120.22 -4.1% | |
| TRMB (Trimble Inc) | 3,116 | USD 235,414 -2.6% | USD 75.5501 -2.6% | |
| 9719.T (SCSK Corporation) | 6,400 | JPY 234,111 -0.5% | JPY 36.5798 -0.5% | |
| ENTG (Entegris Inc) | 3,083 | USD 230,578 -4.5% | USD 74.7901 -4.5% | |
| 4684.T (OBIC Co.,Ltd.) | 6,800 | JPY 221,664 0.7% | JPY 32.5976 0.7% | |
| 4768.T (Otsuka Corporation) | 11,400 | JPY 221,617 0.1% | JPY 19.4401 0.1% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 215,497 -0.7% | JPY 89.7904 -0.7% | |
| STMPA.PA (STMicroelectronics NV) | 9,272 | EUR 212,492 -3.0% | EUR 22.9176 -3.0% | |
| AKAM (Akamai Technologies Inc) | 2,327 | USD 203,892 0.5% | USD 87.6201 0.5% | |
| BSY (Bentley Systems Inc) | 4,693 | USD 196,355 -3.1% | USD 41.84 -3.1% | |
| DOCU (DocuSign Inc) | 2,947 | USD 190,582 -4.6% | USD 64.6698 -4.6% | |
| IOT (Samsara Inc) | 4,964 | USD 180,938 -3.6% | USD 36.45 -3.6% | |
| ZBRA (Zebra Technologies Corporation) | 753 | USD 175,231 -3.3% | USD 232.71 -3.3% | |
| OKTA (Okta Inc) | 1,974 | USD 160,032 -3.4% | USD 81.0699 -3.4% | |
| DSG.TO (Descartes Systems Group Inc) | 1,976 | CAD 159,294 -3.3% | CAD 80.6144 -3.3% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 156,403 0.8% | JPY 50.4526 0.8% | |
| NEM.DE (Nemetschek SE) | 1,504 | EUR 155,508 -2.1% | EUR 103.396 -2.1% | |
| MNDY (Monday.Com Ltd) | 748 | USD 112,454 -6.4% | USD 150.34 -6.4% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 1,274,693 | USD 242,408,368 1.8% | USD 190.17 1.8% | |
| AAPL (Apple Inc) | 658,869 | USD 179,482,504 -0.2% | USD 272.41 -0.2% | |
| MSFT (Microsoft Corporation) | 286,849 | USD 146,344,623 1.4% | USD 510.18 1.4% | |
| AVGO (Broadcom Inc) | 206,843 | USD 70,835,454 0.7% | USD 342.46 0.7% | |
| ASML.AS (ASML Holding NV) | 30,901 | EUR 31,367,368 -1.1% | EUR 1015.09 -1.1% | |
| LRCX (Lam Research Corp) | 207,385 | USD 30,746,900 -3.3% | USD 148.26 -3.3% | |
| CRM (Salesforce.com Inc) | 98,780 | USD 24,068,735 1.3% | USD 243.66 1.3% | |
| SAP.DE (SAP SE) | 92,845 | EUR 22,760,992 -3.4% | EUR 245.15 -3.4% | |
| INTU (Intuit Inc) | 29,795 | USD 19,736,506 1.9% | USD 662.41 1.9% | |
| NOW (ServiceNow Inc) | 20,191 | USD 17,171,032 0.1% | USD 850.43 0.1% | |
| ADSK (Autodesk Inc) | 56,142 | USD 16,808,353 0.7% | USD 299.39 0.7% | |
| INTC (Intel Corporation) | 398,181 | USD 14,143,389 -1.1% | USD 35.52 -1.1% | |
| PANW (Palo Alto Networks Inc) | 68,848 | USD 14,131,052 0.2% | USD 205.25 0.2% | |
| 8035.T (Tokyo Electron Limited) | 64,600 | JPY 13,322,822 -6.2% | JPY 206.236 -6.2% | |
| ADBE (Adobe Systems Incorporated) | 39,896 | USD 13,209,965 -0.7% | USD 331.11 -0.7% | |
| 6701.T (NEC Corporation) | 268,300 | JPY 10,389,057 -0.3% | JPY 38.7218 -0.3% | |
| 6702.T (Fujitsu Limited) | 381,900 | JPY 10,319,349 0.1% | JPY 27.0211 0.1% | |
| WDAY (Workday Inc) | 40,897 | USD 9,439,846 3.3% | USD 230.82 3.3% | |
| NXPI (NXP Semiconductors NV) | 45,715 | USD 9,010,427 -2.0% | USD 197.1 -2.0% | |
| IFX.DE (Infineon Technologies AG) | 217,937 | EUR 8,932,820 -1.9% | EUR 40.9881 -1.9% | |
| CDNS (Cadence Design Systems Inc) | 28,315 | USD 8,917,243 -0.3% | USD 314.93 -0.3% | |
| SNPS (Synopsys Inc) | 20,292 | USD 7,910,430 -1.0% | USD 389.83 -1.0% | |
| HPE (Hewlett Packard Enterprise Co) | 344,209 | USD 7,858,291 -0.4% | USD 22.83 -0.4% | |
| PLTR (Palantir Technologies Inc) | 34,400 | USD 5,985,944 1.1% | USD 174.01 1.1% | |
| NTAP (NetApp Inc) | 52,559 | USD 5,752,057 -0.1% | USD 109.44 -0.1% | |
| PTC (PTC Inc) | 31,464 | USD 5,651,249 2.9% | USD 179.61 2.9% | |
| ADI (Analog Devices Inc) | 23,503 | USD 5,520,620 -1.1% | USD 234.89 -1.1% | |
| NOKIA.HE (Nokia Oyj) | 812,047 | EUR 5,497,866 -2.7% | EUR 6.77038 -2.7% | |
| HUBS (HubSpot Inc) | 12,885 | USD 5,107,099 1.5% | USD 396.36 1.5% | |
| ORCL (Oracle Corporation) | 22,875 | USD 5,097,694 2.4% | USD 222.85 2.4% | |
| DSY.PA (Dassault Systemes SE) | 176,323 | EUR 4,912,286 -1.2% | EUR 27.8596 -1.2% | |
| GIB-A.TO (CGI Inc) | 52,299 | CAD 4,539,278 -1.1% | CAD 86.7947 -1.1% | |
| HPQ (HP Inc) | 182,635 | USD 4,480,037 -1.8% | USD 24.53 -1.8% | |
| CSCO (Cisco Systems Inc) | 55,111 | USD 4,298,658 0.8% | USD 78 0.8% | |
| 4307.T (Nomura Research Institute, Ltd.) | 99,000 | JPY 4,057,824 1.5% | JPY 40.9881 1.5% | |
| MU (Micron Technology Inc) | 15,505 | USD 3,827,099 4.2% | USD 246.83 4.2% | |
| IT (Gartner Inc) | 16,424 | USD 3,794,437 0.4% | USD 231.03 0.4% | |
| DT (Dynatrace Holdings LLC) | 80,150 | USD 3,754,226 0.1% | USD 46.84 0.1% | |
| SGE.L (Sage Group PLC) | 253,845 | GBP 3,635,859 -2.0% | GBP 14.3231 -2.0% | |
| FFIV (F5 Networks Inc) | 15,067 | USD 3,525,678 -2.0% | USD 234 -2.0% | |
| QCOM (Qualcomm Incorporated) | 15,150 | USD 2,635,797 -0.3% | USD 173.98 -0.3% | |
| SHOP.TO (Shopify Inc) | 16,565 | CAD 2,419,717 -0.6% | CAD 146.074 -0.6% | |
| OTEX.TO (Open Text Corp) | 67,258 | CAD 2,264,866 -1.9% | CAD 33.6743 -1.9% | |
| ACN (Accenture plc) | 8,566 | USD 2,100,469 -1.0% | USD 245.21 -1.0% | |
| TXN (Texas Instruments Incorporated) | 12,463 | USD 1,985,730 -1.8% | USD 159.33 -1.8% | |
| KLAC (KLA-Tencor Corporation) | 1,735 | USD 1,968,045 -2.4% | USD 1134.32 -2.4% | |
| ANET (Arista Networks) | 14,484 | USD 1,902,763 0.8% | USD 131.37 0.8% | |
| 3626.T (TIS Inc.) | 55,900 | JPY 1,871,357 0.8% | JPY 33.4769 0.8% | |
| NTNX (Nutanix Inc) | 27,870 | USD 1,836,912 -0.8% | USD 65.91 -0.8% | |
| 6841.T (Yokogawa Electric Corporation) | 59,500 | JPY 1,821,967 0.5% | JPY 30.6213 0.5% | |
| CRWD (Crowdstrike Holdings Inc) | 3,385 | USD 1,819,607 1.5% | USD 537.55 1.5% | |
| APP (Applovin Corp) | 3,139 | USD 1,750,620 0.3% | USD 557.7 0.3% | |
| 6857.T (Advantest Corporation) | 10,300 | JPY 1,302,548 -5.7% | JPY 126.461 -5.7% | |
| SNOW (Snowflake Inc.) | 4,048 | USD 1,040,417 0.0% | USD 257.02 0.0% | |
| MRVL (Marvell Technology Group Ltd) | 11,855 | USD 1,024,865 -1.2% | USD 86.45 -1.2% | |
| 6861.T (Keyence Corporation) | 2,600 | JPY 936,899 -0.4% | JPY 360.346 -0.4% | |
| TEL (TE Connectivity Ltd) | 3,918 | USD 929,859 0.4% | USD 237.33 0.4% | |
| FTNT (Fortinet Inc) | 8,592 | USD 707,208 1.6% | USD 82.3101 1.6% | |
| CSU.TO (Constellation Software Inc.) | 284 | CAD 676,776 1.9% | CAD 2383.01 1.9% | |
| MSTR (MicroStrategy Incorporated) | 3,349 | USD 668,963 -4.2% | USD 199.75 -4.2% | |
| DDOG (Datadog Inc) | 3,591 | USD 664,371 -0.5% | USD 185.01 -0.5% | |
| DELL (Dell Technologies Inc) | 4,329 | USD 579,047 -0.1% | USD 133.76 -0.1% | |
| FICO (Fair Isaac Corporation) | 325 | USD 565,945 0.2% | USD 1741.37 0.2% | |
| MPWR (Monolithic Power Systems Inc) | 594 | USD 546,593 -0.4% | USD 920.19 -0.4% | |
| CLS.TO (Celestica Inc.) | 1,579 | CAD 489,621 5.8% | CAD 310.083 5.8% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 6,596 | USD 479,002 -1.3% | USD 72.6201 -1.3% | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 23,200 | JPY 467,050 -2.1% | JPY 20.1315 -2.1% | |
| 6762.T (TDK Corporation) | 26,900 | JPY 441,642 -0.8% | JPY 16.4179 -0.8% | |
| 6146.T (Disco Corporation) | 1,300 | JPY 398,077 -2.5% | JPY 306.213 -2.5% | |
| 7751.T (Canon Inc.) | 13,500 | JPY 395,904 0.8% | JPY 29.3262 0.8% | |
| PSTG (Pure Storage Inc) | 4,545 | USD 384,462 0.8% | USD 84.5901 0.8% | |
| FSLR (First Solar Inc) | 1,515 | USD 383,416 -1.4% | USD 253.08 -1.4% | |
| MCHP (Microchip Technology Inc) | 6,998 | USD 374,253 -2.4% | USD 53.48 -2.4% | |
| ZS (Zscaler Inc) | 1,233 | USD 369,222 -3.0% | USD 299.45 -3.0% | |
| ASM.AS (ASM International NV) | 615 | EUR 363,528 -0.8% | EUR 591.102 -0.8% | |
| MDB (MongoDB) | 1,012 | USD 356,841 0.4% | USD 352.61 0.4% | |
| TER (Teradyne Inc) | 2,094 | USD 355,917 0.2% | USD 169.97 0.2% | |
| 6920.T (Lasertec Corporation) | 1,900 | JPY 345,650 -4.0% | JPY 181.921 -4.0% | |
| CAP.PA (Capgemini SE) | 2,041 | EUR 316,423 -1.1% | EUR 155.033 -1.1% | |
| 4901.T (FUJIFILM Holdings Corporation) | 13,500 | JPY 289,083 -1.7% | JPY 21.4136 -1.7% | |
| BESI.AS (BE Semiconductor Industries NV) | 1,844 | EUR 281,385 -2.0% | EUR 152.595 -2.0% | |
| HLMA.L (Halma PLC) | 6,240 | GBP 275,837 -1.0% | GBP 44.2046 -1.0% | |
| 7701.T (Shimadzu Corporation) | 9,500 | JPY 270,664 1.2% | JPY 28.4909 1.2% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 3,200 | JPY 265,536 1.9% | JPY 82.98 1.9% | |
| SMCI (Super Micro Computer Inc) | 7,149 | USD 260,367 3.8% | USD 36.4201 3.8% | |
| 6971.T (Kyocera Corporation) | 19,000 | JPY 260,022 1.7% | JPY 13.6854 1.7% | |
| GDDY (Godaddy Inc) | 2,000 | USD 259,400 -1.0% | USD 129.7 -1.0% | |
| ON (ON Semiconductor Corporation) | 5,528 | USD 259,374 -2.5% | USD 46.92 -2.5% | |
| VRSN (VeriSign Inc) | 1,008 | USD 254,903 0.5% | USD 252.88 0.5% | |
| 6723.T (Renesas Electronics Corporation) | 20,300 | JPY 254,350 -4.0% | JPY 12.5296 -4.0% | |
| CHKP (Check Point Software Technologies Ltd) | 1,274 | USD 251,640 -0.6% | USD 197.52 -0.6% | |
| TWLO (Twilio Inc) | 1,977 | USD 247,837 1.1% | USD 125.36 1.1% | |
| ZM (Zoom Video Communications Inc) | 2,939 | USD 247,523 0.2% | USD 84.2201 0.2% | |
| TYL (Tyler Technologies Inc) | 521 | USD 243,640 0.3% | USD 467.639 0.3% | |
| TRMB (Trimble Inc) | 3,116 | USD 241,677 0.7% | USD 77.56 0.7% | |
| ENTG (Entegris Inc) | 3,083 | USD 241,337 -3.4% | USD 78.2799 -3.4% | |
| 9719.T (SCSK Corporation) | 6,400 | JPY 235,180 -0.2% | JPY 36.7469 -0.2% | |
| 4768.T (Otsuka Corporation) | 11,400 | JPY 221,452 -0.6% | JPY 19.4256 -0.6% | |
| 4684.T (OBIC Co.,Ltd.) | 6,800 | JPY 220,069 0.7% | JPY 32.3631 0.7% | |
| STMPA.PA (STMicroelectronics NV) | 9,272 | EUR 219,012 -1.6% | EUR 23.6208 -1.6% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 217,023 -1.2% | JPY 90.4262 -1.2% | |
| AKAM (Akamai Technologies Inc) | 2,327 | USD 202,845 -1.7% | USD 87.1702 -1.7% | |
| BSY (Bentley Systems Inc) | 4,693 | USD 202,597 -0.3% | USD 43.17 -0.3% | |
| DOCU (DocuSign Inc) | 2,947 | USD 199,689 1.1% | USD 67.7601 1.1% | |
| IOT (Samsara Inc) | 4,964 | USD 187,689 -2.4% | USD 37.81 -2.4% | |
| ZBRA (Zebra Technologies Corporation) | 753 | USD 181,142 -0.4% | USD 240.56 -0.4% | |
| OKTA (Okta Inc) | 1,974 | USD 165,698 0.2% | USD 83.9402 0.2% | |
| DSG.TO (Descartes Systems Group Inc) | 1,976 | CAD 164,788 1.1% | CAD 83.3947 1.1% | |
| NEM.DE (Nemetschek SE) | 1,504 | EUR 158,766 -2.3% | EUR 105.562 -2.3% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 155,166 -0.4% | JPY 50.0535 -0.4% | |
| MNDY (Monday.Com Ltd) | 748 | USD 120,084 0.0% | USD 160.54 0.0% | |
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.