| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 1,069,600 | USD 200,068,680 2.1% | USD 187.05 2.1% | |
| AAPL (Apple Inc) | 583,831 | USD 150,751,003 -0.7% | USD 258.21 -0.7% | |
| MSFT (Microsoft Corporation) | 270,630 | USD 123,585,896 -0.6% | USD 456.66 -0.6% | |
| AVGO (Broadcom Inc) | 195,214 | USD 66,962,306 0.9% | USD 343.02 0.9% | |
| ASML.AS (ASML Holding NV) | 28,062 | EUR 37,421,628 5.5% | EUR 1333.53 5.5% | |
| SAP.DE (SAP SE) | 92,600 | EUR 22,088,537 -0.7% | EUR 238.537 -0.7% | |
| LRCX (Lam Research Corp) | 73,712 | USD 16,030,149 4.2% | USD 217.47 4.2% | |
| NOW (ServiceNow Inc) | 116,656 | USD 15,301,768 -2.6% | USD 131.17 -2.6% | |
| PANW (Palo Alto Networks Inc) | 75,962 | USD 14,260,346 -1.7% | USD 187.73 -1.7% | |
| INTU (Intuit Inc) | 25,248 | USD 14,002,036 -2.1% | USD 554.58 -2.1% | |
| ADBE (Adobe Systems Incorporated) | 45,545 | USD 13,849,779 -0.1% | USD 304.09 -0.1% | |
| NXPI (NXP Semiconductors NV) | 56,912 | USD 13,579,203 -0.9% | USD 238.6 -0.9% | |
| ADSK (Autodesk Inc) | 48,093 | USD 12,612,870 0.4% | USD 262.26 0.4% | |
| SNPS (Synopsys Inc) | 22,694 | USD 11,532,864 0.6% | USD 508.19 0.6% | |
| 6702.T (Fujitsu Limited) | 388,800 | JPY 11,368,866 -0.2% | JPY 29.2409 -0.2% | |
| MU (Micron Technology Inc) | 31,470 | USD 10,593,746 1.0% | USD 336.63 1.0% | |
| CDNS (Cadence Design Systems Inc) | 32,584 | USD 10,446,430 2.4% | USD 320.6 2.4% | |
| ORCL (Oracle Corporation) | 54,123 | USD 10,275,252 -1.9% | USD 189.85 -1.9% | |
| INTC (Intel Corporation) | 194,550 | USD 9,400,656 -0.8% | USD 48.32 -0.8% | |
| ADI (Analog Devices Inc) | 30,406 | USD 9,185,653 1.4% | USD 302.1 1.4% | |
| 8035.T (Tokyo Electron Limited) | 33,800 | JPY 9,079,706 0.4% | JPY 268.63 0.4% | |
| 6701.T (NEC Corporation) | 238,300 | JPY 8,901,022 -0.5% | JPY 37.3522 -0.5% | |
| PLTR (Palantir Technologies Inc) | 42,864 | USD 7,589,928 -0.7% | USD 177.07 -0.7% | |
| CRM (Salesforce.com Inc) | 31,916 | USD 7,453,343 -2.5% | USD 233.53 -2.5% | |
| IFX.DE (Infineon Technologies AG) | 148,563 | EUR 7,171,154 0.0% | EUR 48.2701 0.0% | |
| HPE (Hewlett Packard Enterprise Co) | 296,263 | USD 6,502,973 -0.6% | USD 21.95 -0.6% | |
| SHOP.TO (Shopify Inc) | 40,725 | CAD 6,439,783 0.4% | CAD 158.128 0.4% | |
| ACN (Accenture plc) | 17,400 | USD 5,007,198 -0.3% | USD 287.77 -0.3% | |
| NTAP (NetApp Inc) | 45,218 | USD 4,901,631 0.7% | USD 108.4 0.7% | |
| NOKIA.HE (Nokia Oyj) | 698,412 | EUR 4,720,794 2.8% | EUR 6.75933 2.8% | |
| DSY.PA (Dassault Systemes SE) | 151,652 | EUR 4,264,947 0.0% | EUR 28.1232 0.0% | |
| IT (Gartner Inc) | 17,078 | USD 3,934,430 -3.6% | USD 230.38 -3.6% | |
| HUBS (HubSpot Inc) | 11,090 | USD 3,651,272 -4.7% | USD 329.24 -4.7% | |
| FFIV (F5 Networks Inc) | 12,955 | USD 3,549,540 2.4% | USD 273.99 2.4% | |
| MRVL (Marvell Technology Group Ltd) | 42,397 | USD 3,407,871 -1.0% | USD 80.38 -1.0% | |
| FTNT (Fortinet Inc) | 44,303 | USD 3,381,205 -0.1% | USD 76.32 -0.1% | |
| CSCO (Cisco Systems Inc) | 44,539 | USD 3,351,560 1.1% | USD 75.25 1.1% | |
| 4307.T (Nomura Research Institute, Ltd.) | 85,000 | JPY 3,297,171 -0.1% | JPY 38.7902 -0.1% | |
| TXN (Texas Instruments Incorporated) | 17,238 | USD 3,260,051 -2.2% | USD 189.12 -2.2% | |
| SGE.L (Sage Group PLC) | 218,136 | GBP 3,035,194 -1.9% | GBP 13.9142 -1.9% | |
| ANET (Arista Networks) | 22,645 | USD 2,957,211 4.4% | USD 130.59 4.4% | |
| NTNX (Nutanix Inc) | 57,540 | USD 2,800,472 -5.4% | USD 48.67 -5.4% | |
| DT (Dynatrace Holdings LLC) | 68,871 | USD 2,712,140 -1.5% | USD 39.38 -1.5% | |
| DOCU (DocuSign Inc) | 43,917 | USD 2,621,406 -3.5% | USD 59.69 -3.5% | |
| KLAC (KLA-Tencor Corporation) | 1,497 | USD 2,312,805 7.7% | USD 1544.96 7.7% | |
| STMPA.PA (STMicroelectronics NV) | 78,169 | EUR 2,210,610 0.5% | EUR 28.2799 0.5% | |
| CLS.TO (Celestica Inc.) | 6,331 | CAD 1,983,675 1.1% | CAD 313.327 1.1% | |
| QCOM (Qualcomm Incorporated) | 12,080 | USD 1,949,591 -1.9% | USD 161.39 -1.9% | |
| OTEX.TO (Open Text Corp) | 57,689 | CAD 1,784,341 -3.3% | CAD 30.9304 -3.3% | |
| 6841.T (Yokogawa Electric Corporation) | 51,100 | JPY 1,711,445 -1.0% | JPY 33.4921 -1.0% | |
| APP (Applovin Corp) | 2,542 | USD 1,542,969 -1.7% | USD 606.99 -1.7% | |
| 6857.T (Advantest Corporation) | 10,200 | JPY 1,446,895 -2.7% | JPY 141.852 -2.7% | |
| MDB (MongoDB) | 3,452 | USD 1,343,518 0.6% | USD 389.2 0.6% | |
| CRWD (Crowdstrike Holdings Inc) | 2,907 | USD 1,322,685 -1.2% | USD 455 -1.2% | |
| MNDY (Monday.Com Ltd) | 9,694 | USD 1,287,460 1.9% | USD 132.81 1.9% | |
| 6861.T (Keyence Corporation) | 2,600 | JPY 998,871 3.3% | JPY 384.181 3.3% | |
| TEL (TE Connectivity Ltd) | 3,339 | USD 807,771 1.9% | USD 241.92 1.9% | |
| CIEN (Ciena Corp) | 3,150 | USD 767,939 2.3% | USD 243.79 2.3% | |
| SNOW (Snowflake Inc.) | 3,454 | USD 717,534 0.8% | USD 207.74 0.8% | |
| MPWR (Monolithic Power Systems Inc) | 508 | USD 512,846 2.6% | USD 1009.54 2.6% | |
| CSU.TO (Constellation Software Inc.) | 242 | CAD 508,999 -3.4% | CAD 2103.3 -3.4% | |
| MSTR (MicroStrategy Incorporated) | 2,838 | USD 485,043 -4.7% | USD 170.91 -4.7% | |
| 6146.T (Disco Corporation) | 1,300 | JPY 484,594 -1.8% | JPY 372.765 -1.8% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 5,572 | USD 472,617 -2.2% | USD 84.82 -2.2% | |
| WDAY (Workday Inc) | 2,413 | USD 465,033 -0.7% | USD 192.72 -0.7% | |
| FICO (Fair Isaac Corporation) | 283 | USD 447,477 -2.2% | USD 1581.19 -2.2% | |
| MCHP (Microchip Technology Inc) | 5,889 | USD 438,436 -0.3% | USD 74.45 -0.3% | |
| DELL (Dell Technologies Inc) | 3,659 | USD 437,836 0.8% | USD 119.66 0.8% | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 20,400 | JPY 437,478 -1.6% | JPY 21.445 -1.6% | |
| ZS (Zscaler Inc) | 2,060 | USD 433,795 -1.7% | USD 210.58 -1.7% | |
| ASM.AS (ASM International NV) | 522 | EUR 411,098 10.7% | EUR 787.544 10.7% | |
| TER (Teradyne Inc) | 1,762 | USD 401,207 -1.1% | USD 227.7 -1.1% | |
| DDOG (Datadog Inc) | 3,035 | USD 366,810 -1.3% | USD 120.86 -1.3% | |
| FSLR (First Solar Inc) | 1,275 | USD 310,641 3.0% | USD 243.64 3.0% | |
| 6762.T (TDK Corporation) | 22,700 | JPY 292,654 -0.2% | JPY 12.8922 -0.2% | |
| ENTG (Entegris Inc) | 2,577 | USD 292,593 9.1% | USD 113.54 9.1% | |
| CAP.PA (Capgemini SE) | 1,711 | EUR 284,763 -3.3% | EUR 166.431 -3.3% | |
| OKTA (Okta Inc) | 3,093 | USD 284,370 -1.5% | USD 91.9399 -1.5% | |
| ON (ON Semiconductor Corporation) | 4,634 | USD 279,338 -0.5% | USD 60.2801 -0.5% | |
| PSTG (Pure Storage Inc) | 3,804 | USD 275,257 2.5% | USD 72.3599 2.5% | |
| FLEX (Flex Ltd) | 4,109 | USD 273,618 4.3% | USD 66.5899 4.3% | |
| 7751.T (Canon Inc.) | 8,800 | JPY 265,202 -1.2% | JPY 30.1366 -1.2% | |
| 4901.T (FUJIFILM Holdings Corporation) | 12,100 | JPY 262,614 -0.2% | JPY 21.7036 -0.2% | |
| 6723.T (Renesas Electronics Corporation) | 17,500 | JPY 259,280 -2.8% | JPY 14.816 -2.8% | |
| CRDO (Credo Technology Group Holding Ltd) | 1,714 | USD 255,592 -4.9% | USD 149.12 -4.9% | |
| 6920.T (Lasertec Corporation) | 1,100 | JPY 248,592 2.7% | JPY 225.993 2.7% | |
| 6971.T (Kyocera Corporation) | 16,200 | JPY 232,202 -0.3% | JPY 14.3335 -0.3% | |
| PTC (PTC Inc) | 1,318 | USD 219,961 0.2% | USD 166.89 0.2% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 2,000 | JPY 212,936 0.3% | JPY 106.468 0.3% | |
| HPQ (HP Inc) | 10,247 | USD 211,191 -0.8% | USD 20.61 -0.8% | |
| VRSN (VeriSign Inc) | 840 | USD 209,345 0.0% | USD 249.22 0.0% | |
| TRMB (Trimble Inc) | 2,607 | USD 204,832 -1.5% | USD 78.57 -1.5% | |
| CHKP (Check Point Software Technologies Ltd) | 1,073 | USD 202,303 0.2% | USD 188.54 0.2% | |
| ZM (Zoom Video Communications Inc) | 2,468 | USD 201,191 -1.5% | USD 81.5199 -1.5% | |
| 4768.T (Otsuka Corporation) | 10,000 | JPY 200,952 -0.3% | JPY 20.0952 -0.3% | |
| BESI.AS (BE Semiconductor Industries NV) | 990 | EUR 199,454 7.0% | EUR 201.469 7.0% | |
| TWLO (Twilio Inc) | 1,665 | USD 199,434 -2.6% | USD 119.78 -2.6% | |
| GIB-A.TO (CGI Inc) | 2,147 | CAD 199,130 -2.0% | CAD 92.748 -2.0% | |
| TYL (Tyler Technologies Inc) | 437 | USD 194,968 -1.3% | USD 446.151 -1.3% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 187,026 -1.5% | JPY 77.9275 -1.5% | |
| GDDY (Godaddy Inc) | 1,680 | USD 180,348 -0.7% | USD 107.35 -0.7% | |
| SMCI (Super Micro Computer Inc) | 5,985 | USD 176,079 4.1% | USD 29.42 4.1% | |
| HLMA.L (Halma PLC) | 3,430 | GBP 168,773 1.2% | GBP 49.205 1.2% | |
| ZBRA (Zebra Technologies Corporation) | 641 | USD 165,923 -1.4% | USD 258.85 -1.4% | |
| 4684.T (OBIC Co.,Ltd.) | 5,400 | JPY 165,360 0.0% | JPY 30.6222 0.0% | |
| IONQ (IONQ Inc) | 3,245 | USD 154,332 -6.5% | USD 47.5599 -6.5% | |
| BSY (Bentley Systems Inc) | 3,928 | USD 153,467 -0.7% | USD 39.07 -0.7% | |
| DSG.TO (Descartes Systems Group Inc) | 1,664 | CAD 147,385 2.4% | CAD 88.5727 2.4% | |
| IOT (Samsara Inc) | 4,161 | USD 142,556 1.2% | USD 34.26 1.2% | |
| 3626.T (TIS Inc.) | 4,200 | JPY 132,455 -3.7% | JPY 31.5369 -3.7% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 129,968 0.5% | JPY 41.9252 0.5% | |
| 7701.T (Shimadzu Corporation) | 4,700 | JPY 129,073 -1.3% | JPY 27.4623 -1.3% | |
| NEM.DE (Nemetschek SE) | 1,260 | EUR 122,869 -3.3% | EUR 97.5151 -3.3% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 1,069,600 | USD 195,886,544 -1.4% | USD 183.14 -1.4% | |
| AAPL (Apple Inc) | 583,831 | USD 151,772,707 -0.4% | USD 259.96 -0.4% | |
| MSFT (Microsoft Corporation) | 270,630 | USD 124,322,009 -2.4% | USD 459.38 -2.4% | |
| AVGO (Broadcom Inc) | 195,214 | USD 66,351,286 -4.2% | USD 339.89 -4.2% | |
| ASML.AS (ASML Holding NV) | 28,062 | EUR 35,475,341 -1.6% | EUR 1264.18 -1.6% | |
| SAP.DE (SAP SE) | 92,600 | EUR 22,252,947 -3.4% | EUR 240.313 -3.4% | |
| NOW (ServiceNow Inc) | 116,656 | USD 15,703,064 -2.6% | USD 134.61 -2.6% | |
| LRCX (Lam Research Corp) | 73,712 | USD 15,390,328 -2.6% | USD 208.79 -2.6% | |
| PANW (Palo Alto Networks Inc) | 75,962 | USD 14,503,425 0.0% | USD 190.93 0.0% | |
| INTU (Intuit Inc) | 25,248 | USD 14,305,517 -6.4% | USD 566.6 -6.4% | |
| ADBE (Adobe Systems Incorporated) | 45,545 | USD 13,865,720 -1.8% | USD 304.44 -1.8% | |
| NXPI (NXP Semiconductors NV) | 56,912 | USD 13,704,979 0.7% | USD 240.81 0.7% | |
| ADSK (Autodesk Inc) | 48,093 | USD 12,565,739 -3.5% | USD 261.28 -3.5% | |
| SNPS (Synopsys Inc) | 22,694 | USD 11,468,186 -1.3% | USD 505.34 -1.3% | |
| 6702.T (Fujitsu Limited) | 388,800 | JPY 11,394,145 2.4% | JPY 29.3059 2.4% | |
| MU (Micron Technology Inc) | 31,470 | USD 10,490,525 -1.4% | USD 333.35 -1.4% | |
| ORCL (Oracle Corporation) | 54,123 | USD 10,478,754 -4.3% | USD 193.61 -4.3% | |
| CDNS (Cadence Design Systems Inc) | 32,584 | USD 10,204,331 -3.1% | USD 313.17 -3.1% | |
| INTC (Intel Corporation) | 194,550 | USD 9,478,476 3.0% | USD 48.72 3.0% | |
| ADI (Analog Devices Inc) | 30,406 | USD 9,060,684 0.6% | USD 297.99 0.6% | |
| 8035.T (Tokyo Electron Limited) | 33,800 | JPY 9,043,972 3.6% | JPY 267.573 3.6% | |
| 6701.T (NEC Corporation) | 238,300 | JPY 8,948,777 2.2% | JPY 37.5526 2.2% | |
| PLTR (Palantir Technologies Inc) | 42,864 | USD 7,646,938 -0.3% | USD 178.4 -0.3% | |
| CRM (Salesforce.com Inc) | 31,916 | USD 7,646,116 -0.6% | USD 239.57 -0.6% | |
| IFX.DE (Infineon Technologies AG) | 148,563 | EUR 7,171,493 -2.6% | EUR 48.2724 -2.6% | |
| HPE (Hewlett Packard Enterprise Co) | 296,263 | USD 6,544,450 -0.9% | USD 22.09 -0.9% | |
| SHOP.TO (Shopify Inc) | 40,725 | CAD 6,413,956 -5.9% | CAD 157.494 -5.9% | |
| ACN (Accenture plc) | 17,400 | USD 5,020,596 4.2% | USD 288.54 4.2% | |
| NTAP (NetApp Inc) | 45,218 | USD 4,868,622 0.4% | USD 107.67 0.4% | |
| NOKIA.HE (Nokia Oyj) | 698,412 | EUR 4,591,296 0.9% | EUR 6.57391 0.9% | |
| DSY.PA (Dassault Systemes SE) | 151,652 | EUR 4,266,817 -1.1% | EUR 28.1356 -1.1% | |
| IT (Gartner Inc) | 17,078 | USD 4,080,447 1.3% | USD 238.93 1.3% | |
| HUBS (HubSpot Inc) | 11,090 | USD 3,829,377 -3.8% | USD 345.3 -3.8% | |
| FFIV (F5 Networks Inc) | 12,955 | USD 3,464,815 -0.9% | USD 267.45 -0.9% | |
| MRVL (Marvell Technology Group Ltd) | 42,397 | USD 3,443,060 -2.2% | USD 81.21 -2.2% | |
| FTNT (Fortinet Inc) | 44,303 | USD 3,384,306 -2.5% | USD 76.39 -2.5% | |
| TXN (Texas Instruments Incorporated) | 17,238 | USD 3,334,691 2.6% | USD 193.45 2.6% | |
| CSCO (Cisco Systems Inc) | 44,539 | USD 3,314,147 -1.4% | USD 74.41 -1.4% | |
| 4307.T (Nomura Research Institute, Ltd.) | 85,000 | JPY 3,300,016 -0.6% | JPY 38.8237 -0.6% | |
| SGE.L (Sage Group PLC) | 218,136 | GBP 3,093,856 -4.9% | GBP 14.1832 -4.9% | |
| NTNX (Nutanix Inc) | 57,540 | USD 2,959,858 -2.2% | USD 51.44 -2.2% | |
| ANET (Arista Networks) | 22,645 | USD 2,832,663 -3.7% | USD 125.09 -3.7% | |
| DT (Dynatrace Holdings LLC) | 68,871 | USD 2,753,463 -3.4% | USD 39.98 -3.4% | |
| DOCU (DocuSign Inc) | 43,917 | USD 2,717,145 -4.1% | USD 61.87 -4.1% | |
| STMPA.PA (STMicroelectronics NV) | 78,169 | EUR 2,199,330 -2.4% | EUR 28.1356 -2.4% | |
| KLAC (KLA-Tencor Corporation) | 1,497 | USD 2,147,447 -0.5% | USD 1434.5 -0.5% | |
| QCOM (Qualcomm Incorporated) | 12,080 | USD 1,987,643 -0.5% | USD 164.54 -0.5% | |
| CLS.TO (Celestica Inc.) | 6,331 | CAD 1,962,402 -5.6% | CAD 309.967 -5.6% | |
| OTEX.TO (Open Text Corp) | 57,689 | CAD 1,845,732 -3.3% | CAD 31.9945 -3.3% | |
| 6841.T (Yokogawa Electric Corporation) | 51,100 | JPY 1,728,917 3.7% | JPY 33.834 3.7% | |
| APP (Applovin Corp) | 2,542 | USD 1,570,346 -7.6% | USD 617.76 -7.6% | |
| 6857.T (Advantest Corporation) | 10,200 | JPY 1,487,507 5.4% | JPY 145.834 5.4% | |
| CRWD (Crowdstrike Holdings Inc) | 2,907 | USD 1,339,255 -1.6% | USD 460.7 -1.6% | |
| MDB (MongoDB) | 3,452 | USD 1,335,544 -5.9% | USD 386.89 -5.9% | |
| MNDY (Monday.Com Ltd) | 9,694 | USD 1,263,419 -6.4% | USD 130.33 -6.4% | |
| 6861.T (Keyence Corporation) | 2,600 | JPY 967,323 1.3% | JPY 372.047 1.3% | |
| TEL (TE Connectivity Ltd) | 3,339 | USD 792,345 0.3% | USD 237.3 0.3% | |
| CIEN (Ciena Corp) | 3,150 | USD 750,897 -3.3% | USD 238.38 -3.3% | |
| SNOW (Snowflake Inc.) | 3,454 | USD 712,077 -1.5% | USD 206.16 -1.5% | |
| CSU.TO (Constellation Software Inc.) | 242 | CAD 527,037 -5.8% | CAD 2177.84 -5.8% | |
| MSTR (MicroStrategy Incorporated) | 2,838 | USD 508,939 3.7% | USD 179.33 3.7% | |
| MPWR (Monolithic Power Systems Inc) | 508 | USD 499,669 0.0% | USD 983.6 0.0% | |
| 6146.T (Disco Corporation) | 1,300 | JPY 493,281 5.0% | JPY 379.447 5.0% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 5,572 | USD 483,092 2.6% | USD 86.6999 2.6% | |
| WDAY (Workday Inc) | 2,413 | USD 468,098 -2.8% | USD 193.99 -2.8% | |
| FICO (Fair Isaac Corporation) | 283 | USD 457,410 -0.4% | USD 1616.29 -0.4% | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 20,400 | JPY 444,446 4.7% | JPY 21.7866 4.7% | |
| ZS (Zscaler Inc) | 2,060 | USD 441,396 -1.2% | USD 214.27 -1.2% | |
| MCHP (Microchip Technology Inc) | 5,889 | USD 439,791 0.8% | USD 74.6801 0.8% | |
| DELL (Dell Technologies Inc) | 3,659 | USD 434,287 -0.8% | USD 118.69 -0.8% | |
| TER (Teradyne Inc) | 1,762 | USD 405,595 0.4% | USD 230.19 0.4% | |
| DDOG (Datadog Inc) | 3,035 | USD 371,514 -2.5% | USD 122.41 -2.5% | |
| ASM.AS (ASM International NV) | 522 | EUR 371,399 -1.5% | EUR 711.492 -1.5% | |
| FSLR (First Solar Inc) | 1,275 | USD 301,474 -2.0% | USD 236.45 -2.0% | |
| CAP.PA (Capgemini SE) | 1,711 | EUR 294,466 0.6% | EUR 172.102 0.6% | |
| 6762.T (TDK Corporation) | 22,700 | JPY 293,288 -2.3% | JPY 12.9202 -2.3% | |
| OKTA (Okta Inc) | 3,093 | USD 288,732 -0.8% | USD 93.3501 -0.8% | |
| ON (ON Semiconductor Corporation) | 4,634 | USD 280,728 2.0% | USD 60.5801 2.0% | |
| CRDO (Credo Technology Group Holding Ltd) | 1,714 | USD 268,824 -2.8% | USD 156.84 -2.8% | |
| PSTG (Pure Storage Inc) | 3,804 | USD 268,448 -6.4% | USD 70.5699 -6.4% | |
| 7751.T (Canon Inc.) | 8,800 | JPY 268,355 2.6% | JPY 30.4949 2.6% | |
| ENTG (Entegris Inc) | 2,577 | USD 268,240 2.0% | USD 104.09 2.0% | |
| 6723.T (Renesas Electronics Corporation) | 17,500 | JPY 266,719 0.1% | JPY 15.2411 0.1% | |
| 4901.T (FUJIFILM Holdings Corporation) | 12,100 | JPY 263,158 3.6% | JPY 21.7486 3.6% | |
| FLEX (Flex Ltd) | 4,109 | USD 262,277 -0.7% | USD 63.8299 -0.7% | |
| 6920.T (Lasertec Corporation) | 1,100 | JPY 242,087 5.7% | JPY 220.079 5.7% | |
| 6971.T (Kyocera Corporation) | 16,200 | JPY 232,870 0.9% | JPY 14.3747 0.9% | |
| PTC (PTC Inc) | 1,318 | USD 219,487 -1.7% | USD 166.53 -1.7% | |
| HPQ (HP Inc) | 10,247 | USD 212,830 -1.5% | USD 20.77 -1.5% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 2,000 | JPY 212,364 3.5% | JPY 106.182 3.5% | |
| VRSN (VeriSign Inc) | 840 | USD 209,420 1.2% | USD 249.31 1.2% | |
| TRMB (Trimble Inc) | 2,607 | USD 207,934 -0.6% | USD 79.7599 -0.6% | |
| TWLO (Twilio Inc) | 1,665 | USD 204,845 -5.2% | USD 123.03 -5.2% | |
| ZM (Zoom Video Communications Inc) | 2,468 | USD 204,252 -0.5% | USD 82.7601 -0.5% | |
| GIB-A.TO (CGI Inc) | 2,147 | CAD 203,200 0.8% | CAD 94.6437 0.8% | |
| CHKP (Check Point Software Technologies Ltd) | 1,073 | USD 201,906 0.9% | USD 188.17 0.9% | |
| 4768.T (Otsuka Corporation) | 10,000 | JPY 201,613 -1.3% | JPY 20.1613 -1.3% | |
| TYL (Tyler Technologies Inc) | 437 | USD 197,524 2.0% | USD 452 2.0% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 189,951 0.0% | JPY 79.1462 0.0% | |
| BESI.AS (BE Semiconductor Industries NV) | 990 | EUR 186,426 -3.3% | EUR 188.309 -3.3% | |
| GDDY (Godaddy Inc) | 1,680 | USD 181,675 -1.0% | USD 108.14 -1.0% | |
| SMCI (Super Micro Computer Inc) | 5,985 | USD 169,196 -1.2% | USD 28.27 -1.2% | |
| ZBRA (Zebra Technologies Corporation) | 641 | USD 168,269 0.4% | USD 262.51 0.4% | |
| HLMA.L (Halma PLC) | 3,430 | GBP 166,807 -0.4% | GBP 48.6318 -0.4% | |
| 4684.T (OBIC Co.,Ltd.) | 5,400 | JPY 165,389 -1.0% | JPY 30.6276 -1.0% | |
| IONQ (IONQ Inc) | 3,245 | USD 165,106 4.0% | USD 50.8801 4.0% | |
| BSY (Bentley Systems Inc) | 3,928 | USD 154,488 -0.3% | USD 39.3299 -0.3% | |
| DSG.TO (Descartes Systems Group Inc) | 1,664 | CAD 143,904 -1.7% | CAD 86.4808 -1.7% | |
| IOT (Samsara Inc) | 4,161 | USD 140,850 -0.4% | USD 33.85 -0.4% | |
| 3626.T (TIS Inc.) | 4,200 | JPY 137,481 0.8% | JPY 32.7336 0.8% | |
| 7701.T (Shimadzu Corporation) | 4,700 | JPY 130,783 2.1% | JPY 27.8262 2.1% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 129,372 1.1% | JPY 41.7329 1.1% | |
| NEM.DE (Nemetschek SE) | 1,260 | EUR 127,082 -3.6% | EUR 100.859 -3.6% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 1,069,600 -4.4% | USD 198,742,376 -3.9% | USD 185.81 0.5% | |
| AAPL (Apple Inc) | 583,831 -4.4% | USD 152,409,083 -4.1% | USD 261.05 0.3% | |
| MSFT (Microsoft Corporation) | 270,630 -4.4% | USD 127,377,422 -5.7% | USD 470.67 -1.4% | |
| AVGO (Broadcom Inc) | 195,214 -4.4% | USD 69,224,837 -3.7% | USD 354.61 0.7% | |
| ASML.AS (ASML Holding NV) | 28,062 -4.4% | EUR 36,049,547 -3.2% | EUR 1284.64 1.2% | |
| SAP.DE (SAP SE) | 92,600 -4.4% | EUR 23,028,749 -4.5% | EUR 248.691 -0.1% | |
| NOW (ServiceNow Inc) | 116,656 -4.4% | USD 16,120,693 -7.4% | USD 138.19 -3.1% | |
| LRCX (Lam Research Corp) | 73,712 -4.4% | USD 15,802,379 -7.0% | USD 214.38 -2.7% | |
| INTU (Intuit Inc) | 25,248 -4.4% | USD 15,282,109 -8.9% | USD 605.28 -4.7% | |
| PANW (Palo Alto Networks Inc) | 75,962 -4.4% | USD 14,497,348 -3.4% | USD 190.85 1.0% | |
| ADBE (Adobe Systems Incorporated) | 45,545 -4.4% | USD 14,115,762 -9.6% | USD 309.93 -5.4% | |
| NXPI (NXP Semiconductors NV) | 56,912 -4.4% | USD 13,607,090 -4.1% | USD 239.09 0.3% | |
| ADSK (Autodesk Inc) | 48,093 -4.4% | USD 13,015,409 -6.9% | USD 270.63 -2.6% | |
| SNPS (Synopsys Inc) | 22,694 -4.4% | USD 11,614,789 -8.3% | USD 511.8 -4.1% | |
| 6702.T (Fujitsu Limited) | 388,800 -4.4% | JPY 11,123,249 -0.4% | JPY 28.6092 4.2% | |
| ORCL (Oracle Corporation) | 54,123 -4.4% | USD 10,948,542 -5.5% | USD 202.29 -1.2% | |
| MU (Micron Technology Inc) | 31,470 -4.4% | USD 10,640,951 -6.5% | USD 338.13 -2.2% | |
| CDNS (Cadence Design Systems Inc) | 32,584 -4.4% | USD 10,526,587 -5.1% | USD 323.06 -0.8% | |
| INTC (Intel Corporation) | 194,550 -4.4% | USD 9,200,270 2.6% | USD 47.29 7.3% | |
| ADI (Analog Devices Inc) | 30,406 -4.4% | USD 9,006,561 -3.6% | USD 296.21 0.8% | |
| 6701.T (NEC Corporation) | 238,300 -4.3% | JPY 8,753,235 -1.1% | JPY 36.732 3.4% | |
| 8035.T (Tokyo Electron Limited) | 33,800 -4.5% | JPY 8,725,668 2.7% | JPY 258.156 7.6% | |
| CRM (Salesforce.com Inc) | 31,916 -4.4% | USD 7,693,671 -11.2% | USD 241.06 -7.1% | |
| PLTR (Palantir Technologies Inc) | 42,864 -4.4% | USD 7,670,941 -4.6% | USD 178.96 -0.3% | |
| IFX.DE (Infineon Technologies AG) | 148,563 -4.4% | EUR 7,362,415 -2.7% | EUR 49.5575 1.8% | |
| SHOP.TO (Shopify Inc) | 40,725 -4.4% | CAD 6,819,629 -4.7% | CAD 167.456 -0.3% | |
| HPE (Hewlett Packard Enterprise Co) | 296,263 -4.4% | USD 6,603,702 -3.6% | USD 22.29 0.9% | |
| NTAP (NetApp Inc) | 45,218 -4.4% | USD 4,850,987 -4.2% | USD 107.28 0.2% | |
| ACN (Accenture plc) | 17,400 -4.4% | USD 4,816,320 -5.8% | USD 276.8 -1.5% | |
| NOKIA.HE (Nokia Oyj) | 698,412 -4.4% | EUR 4,550,321 -4.5% | EUR 6.51524 -0.1% | |
| DSY.PA (Dassault Systemes SE) | 151,652 -4.4% | EUR 4,312,997 -6.0% | EUR 28.4401 -1.6% | |
| IT (Gartner Inc) | 17,078 -4.4% | USD 4,026,822 -7.0% | USD 235.79 -2.7% | |
| HUBS (HubSpot Inc) | 11,090 -4.4% | USD 3,980,090 -8.8% | USD 358.89 -4.5% | |
| MRVL (Marvell Technology Group Ltd) | 42,397 -4.4% | USD 3,521,071 -4.3% | USD 83.05 0.2% | |
| FFIV (F5 Networks Inc) | 12,955 -4.4% | USD 3,495,389 -4.7% | USD 269.81 -0.3% | |
| FTNT (Fortinet Inc) | 44,303 -4.4% | USD 3,470,254 -4.8% | USD 78.33 -0.4% | |
| CSCO (Cisco Systems Inc) | 44,539 -4.5% | USD 3,361,358 -2.6% | USD 75.47 2.0% | |
| 4307.T (Nomura Research Institute, Ltd.) | 85,000 -4.5% | JPY 3,319,565 -4.9% | JPY 39.0537 -0.5% | |
| SGE.L (Sage Group PLC) | 218,136 -4.5% | GBP 3,252,048 -4.3% | GBP 14.9084 0.2% | |
| TXN (Texas Instruments Incorporated) | 17,238 -4.4% | USD 3,249,880 -4.7% | USD 188.53 -0.3% | |
| NTNX (Nutanix Inc) | 57,540 -4.5% | USD 3,027,179 -5.6% | USD 52.61 -1.2% | |
| ANET (Arista Networks) | 22,645 -4.5% | USD 2,942,265 0.6% | USD 129.93 5.3% | |
| DT (Dynatrace Holdings LLC) | 68,871 -4.5% | USD 2,849,882 -6.5% | USD 41.38 -2.2% | |
| DOCU (DocuSign Inc) | 43,917 -4.5% | USD 2,833,086 -9.8% | USD 64.51 -5.6% | |
| STMPA.PA (STMicroelectronics NV) | 78,169 -4.5% | EUR 2,252,277 -3.2% | EUR 28.8129 1.4% | |
| KLAC (KLA-Tencor Corporation) | 1,497 -4.3% | USD 2,158,405 -3.4% | USD 1441.82 1.0% | |
| CLS.TO (Celestica Inc.) | 6,331 -4.5% | CAD 2,078,130 -0.4% | CAD 328.247 4.3% | |
| QCOM (Qualcomm Incorporated) | 12,080 -4.5% | USD 1,996,703 -6.7% | USD 165.29 -2.4% | |
| OTEX.TO (Open Text Corp) | 57,689 -4.5% | CAD 1,907,796 -5.9% | CAD 33.0704 -1.5% | |
| APP (Applovin Corp) | 2,542 -4.5% | USD 1,699,657 -3.1% | USD 668.63 1.5% | |
| 6841.T (Yokogawa Electric Corporation) | 51,100 -4.5% | JPY 1,667,377 -2.6% | JPY 32.6297 2.0% | |
| MDB (MongoDB) | 3,452 -4.5% | USD 1,419,428 -6.1% | USD 411.19 -1.7% | |
| 6857.T (Advantest Corporation) | 10,200 -3.8% | JPY 1,410,935 3.8% | JPY 138.327 7.9% | |
| CRWD (Crowdstrike Holdings Inc) | 2,907 -4.5% | USD 1,360,534 -4.3% | USD 468.02 0.2% | |
| MNDY (Monday.Com Ltd) | 9,694 -4.5% | USD 1,349,599 -9.2% | USD 139.22 -4.9% | |
| 6861.T (Keyence Corporation) | 2,600 | JPY 955,196 0.6% | JPY 367.383 0.6% | |
| TEL (TE Connectivity Ltd) | 3,339 -4.7% | USD 790,007 -4.2% | USD 236.6 0.5% | |
| CIEN (Ciena Corp) | 3,150 -4.7% | USD 776,223 0.2% | USD 246.42 5.2% | |
| SNOW (Snowflake Inc.) | 3,454 -4.6% | USD 723,233 -9.4% | USD 209.39 -4.9% | |
| CSU.TO (Constellation Software Inc.) | 242 -4.7% | CAD 559,779 -8.1% | CAD 2313.14 -3.6% | |
| MPWR (Monolithic Power Systems Inc) | 508 -4.5% | USD 499,506 -2.9% | USD 983.28 1.7% | |
| MSTR (MicroStrategy Incorporated) | 2,838 -4.8% | USD 490,946 1.5% | USD 172.99 6.6% | |
| WDAY (Workday Inc) | 2,413 -4.9% | USD 481,514 -8.7% | USD 199.55 -4.0% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 5,572 -4.8% | USD 470,667 -5.7% | USD 84.47 -0.9% | |
| 6146.T (Disco Corporation) | 1,300 | JPY 469,745 3.8% | JPY 361.342 3.8% | |
| FICO (Fair Isaac Corporation) | 283 -4.1% | USD 459,360 -4.5% | USD 1623.18 -0.5% | |
| ZS (Zscaler Inc) | 2,060 -4.8% | USD 446,701 -4.7% | USD 216.845 0.1% | |
| DELL (Dell Technologies Inc) | 3,659 -4.9% | USD 437,836 -5.5% | USD 119.66 -0.7% | |
| MCHP (Microchip Technology Inc) | 5,889 -4.9% | USD 436,198 -4.0% | USD 74.07 0.9% | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 20,400 -3.8% | JPY 424,596 -1.0% | JPY 20.8135 2.9% | |
| TER (Teradyne Inc) | 1,762 -5.0% | USD 403,974 -2.9% | USD 229.27 2.2% | |
| DDOG (Datadog Inc) | 3,035 -5.0% | USD 380,893 -5.8% | USD 125.5 -0.8% | |
| ASM.AS (ASM International NV) | 522 -4.4% | EUR 377,195 -5.6% | EUR 722.596 -1.3% | |
| FSLR (First Solar Inc) | 1,275 -5.1% | USD 307,734 -3.7% | USD 241.36 1.5% | |
| 6762.T (TDK Corporation) | 22,700 -5.0% | JPY 300,291 -7.3% | JPY 13.2287 -2.4% | |
| CAP.PA (Capgemini SE) | 1,711 -5.1% | EUR 292,843 -3.7% | EUR 171.153 1.4% | |
| OKTA (Okta Inc) | 3,093 -5.2% | USD 290,959 -4.6% | USD 94.0702 0.5% | |
| PSTG (Pure Storage Inc) | 3,804 -5.2% | USD 286,860 -1.3% | USD 75.4101 4.1% | |
| CRDO (Credo Technology Group Holding Ltd) | 1,714 -5.3% | USD 276,605 -2.1% | USD 161.38 3.4% | |
| ON (ON Semiconductor Corporation) | 4,634 -5.2% | USD 275,306 -4.1% | USD 59.41 1.1% | |
| 6723.T (Renesas Electronics Corporation) | 17,500 -4.4% | JPY 266,461 -3.4% | JPY 15.2263 1.1% | |
| FLEX (Flex Ltd) | 4,109 -5.2% | USD 264,085 -1.9% | USD 64.2699 3.4% | |
| ENTG (Entegris Inc) | 2,577 -5.3% | USD 263,034 -5.1% | USD 102.07 0.2% | |
| 7751.T (Canon Inc.) | 8,800 -4.3% | JPY 261,561 -3.9% | JPY 29.7228 0.4% | |
| 4901.T (FUJIFILM Holdings Corporation) | 12,100 -3.2% | JPY 253,976 -2.7% | JPY 20.9898 0.5% | |
| 6971.T (Kyocera Corporation) | 16,200 -4.7% | JPY 230,868 -3.7% | JPY 14.2511 1.1% | |
| 6920.T (Lasertec Corporation) | 1,100 | JPY 228,949 8.2% | JPY 208.135 8.2% | |
| PTC (PTC Inc) | 1,318 -5.2% | USD 223,230 -6.3% | USD 169.37 -1.2% | |
| TWLO (Twilio Inc) | 1,665 -5.0% | USD 216,167 -6.6% | USD 129.83 -1.7% | |
| HPQ (HP Inc) | 10,247 -5.2% | USD 216,007 -5.7% | USD 21.08 -0.5% | |
| TRMB (Trimble Inc) | 2,607 -5.2% | USD 209,186 -5.9% | USD 80.2401 -0.7% | |
| VRSN (VeriSign Inc) | 840 -5.4% | USD 206,926 -6.3% | USD 246.34 -0.9% | |
| ZM (Zoom Video Communications Inc) | 2,468 -5.1% | USD 205,313 -9.0% | USD 83.19 -4.1% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 2,000 | JPY 205,115 2.2% | JPY 102.558 2.2% | |
| 4768.T (Otsuka Corporation) | 10,000 -3.8% | JPY 204,297 -2.9% | JPY 20.4297 1.0% | |
| GIB-A.TO (CGI Inc) | 2,147 -5.3% | CAD 201,497 -6.2% | CAD 93.8505 -1.0% | |
| CHKP (Check Point Software Technologies Ltd) | 1,073 -5.0% | USD 200,190 -6.7% | USD 186.57 -1.8% | |
| TYL (Tyler Technologies Inc) | 437 -5.2% | USD 193,652 -5.9% | USD 443.14 -0.7% | |
| BESI.AS (BE Semiconductor Industries NV) | 990 -5.0% | EUR 192,857 -2.3% | EUR 194.805 2.8% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 189,964 -0.7% | JPY 79.1517 -0.7% | |
| GDDY (Godaddy Inc) | 1,680 -5.0% | USD 183,590 -7.5% | USD 109.28 -2.6% | |
| SMCI (Super Micro Computer Inc) | 5,985 -5.2% | USD 171,171 -10.0% | USD 28.6 -5.0% | |
| ZBRA (Zebra Technologies Corporation) | 641 -4.8% | USD 167,583 -5.8% | USD 261.44 -1.1% | |
| HLMA.L (Halma PLC) | 3,430 -5.3% | GBP 167,487 -6.4% | GBP 48.83 -1.2% | |
| 4684.T (OBIC Co.,Ltd.) | 5,400 -6.9% | JPY 167,129 -6.0% | JPY 30.9498 0.9% | |
| IONQ (IONQ Inc) | 3,245 -5.1% | USD 158,810 -8.9% | USD 48.9399 -3.9% | |
| BSY (Bentley Systems Inc) | 3,928 -5.2% | USD 154,999 -6.8% | USD 39.46 -1.7% | |
| DSG.TO (Descartes Systems Group Inc) | 1,664 -5.0% | CAD 146,325 -5.8% | CAD 87.9357 -0.8% | |
| IOT (Samsara Inc) | 4,161 -5.2% | USD 141,391 -3.7% | USD 33.9801 1.6% | |
| 3626.T (TIS Inc.) | 4,200 -8.7% | JPY 136,410 -8.2% | JPY 32.4786 0.6% | |
| NEM.DE (Nemetschek SE) | 1,260 -4.8% | EUR 131,829 -7.6% | EUR 104.626 -2.9% | |
| 7701.T (Shimadzu Corporation) | 4,700 -7.8% | JPY 128,076 -7.9% | JPY 27.2502 0.0% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 127,932 0.0% | JPY 41.2684 0.0% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 1,118,564 | USD 206,867,226 0.0% | USD 184.94 0.0% | |
| AAPL (Apple Inc) | 610,559 | USD 158,897,980 0.3% | USD 260.25 0.3% | |
| MSFT (Microsoft Corporation) | 283,018 | USD 135,050,529 -0.4% | USD 477.18 -0.4% | |
| AVGO (Broadcom Inc) | 204,154 | USD 71,905,080 2.1% | USD 352.21 2.1% | |
| ASML.AS (ASML Holding NV) | 29,346 | EUR 37,243,962 0.8% | EUR 1269.13 0.8% | |
| SAP.DE (SAP SE) | 96,848 | EUR 24,109,672 0.7% | EUR 248.943 0.7% | |
| NOW (ServiceNow Inc) | 122,012 | USD 17,403,792 0.6% | USD 142.64 0.6% | |
| LRCX (Lam Research Corp) | 77,096 | USD 16,991,958 0.9% | USD 220.4 0.9% | |
| INTU (Intuit Inc) | 26,404 | USD 16,778,158 -1.8% | USD 635.44 -1.8% | |
| ADBE (Adobe Systems Incorporated) | 47,637 | USD 15,608,263 -1.9% | USD 327.65 -1.9% | |
| PANW (Palo Alto Networks Inc) | 79,450 | USD 15,006,516 -0.1% | USD 188.88 -0.1% | |
| NXPI (NXP Semiconductors NV) | 59,528 | USD 14,187,308 -1.2% | USD 238.33 -1.2% | |
| ADSK (Autodesk Inc) | 50,301 | USD 13,978,145 0.7% | USD 277.89 0.7% | |
| SNPS (Synopsys Inc) | 23,734 | USD 12,660,190 1.6% | USD 533.42 1.6% | |
| ORCL (Oracle Corporation) | 56,611 | USD 11,587,139 3.1% | USD 204.68 3.1% | |
| MU (Micron Technology Inc) | 32,918 | USD 11,385,349 0.2% | USD 345.87 0.2% | |
| 6702.T (Fujitsu Limited) | 406,800 | JPY 11,167,008 -0.1% | JPY 27.4509 -0.1% | |
| CDNS (Cadence Design Systems Inc) | 34,080 | USD 11,093,381 -0.5% | USD 325.51 -0.5% | |
| ADI (Analog Devices Inc) | 31,806 | USD 9,346,511 -2.3% | USD 293.86 -2.3% | |
| INTC (Intel Corporation) | 203,514 | USD 8,966,827 -3.3% | USD 44.06 -3.3% | |
| 6701.T (NEC Corporation) | 249,100 | JPY 8,850,300 -0.1% | JPY 35.5291 -0.1% | |
| CRM (Salesforce.com Inc) | 33,384 | USD 8,659,810 -0.2% | USD 259.4 -0.2% | |
| 8035.T (Tokyo Electron Limited) | 35,400 | JPY 8,496,179 -0.1% | JPY 240.005 -0.1% | |
| PLTR (Palantir Technologies Inc) | 44,840 | USD 8,044,744 1.1% | USD 179.41 1.1% | |
| IFX.DE (Infineon Technologies AG) | 155,419 | EUR 7,564,717 0.6% | EUR 48.673 0.6% | |
| SHOP.TO (Shopify Inc) | 42,605 | CAD 7,156,571 1.9% | CAD 167.975 1.9% | |
| HPE (Hewlett Packard Enterprise Co) | 309,947 | USD 6,849,829 -0.3% | USD 22.1 -0.3% | |
| ACN (Accenture plc) | 18,204 | USD 5,114,596 0.1% | USD 280.96 0.1% | |
| NTAP (NetApp Inc) | 47,314 | USD 5,064,017 1.6% | USD 107.03 1.6% | |
| NOKIA.HE (Nokia Oyj) | 730,796 | EUR 4,765,442 0.0% | EUR 6.52089 0.0% | |
| DSY.PA (Dassault Systemes SE) | 158,680 | EUR 4,586,053 0.3% | EUR 28.9013 0.3% | |
| HUBS (HubSpot Inc) | 11,602 | USD 4,361,888 1.2% | USD 375.96 1.2% | |
| IT (Gartner Inc) | 17,870 | USD 4,329,901 -2.3% | USD 242.3 -2.3% | |
| MRVL (Marvell Technology Group Ltd) | 44,369 | USD 3,677,746 -0.4% | USD 82.89 -0.4% | |
| FFIV (F5 Networks Inc) | 13,555 | USD 3,667,441 0.5% | USD 270.56 0.5% | |
| FTNT (Fortinet Inc) | 46,363 | USD 3,646,914 -0.7% | USD 78.66 -0.7% | |
| 4307.T (Nomura Research Institute, Ltd.) | 89,000 | JPY 3,491,710 -0.1% | JPY 39.2327 -0.1% | |
| CSCO (Cisco Systems Inc) | 46,615 | USD 3,449,976 0.2% | USD 74.01 0.2% | |
| TXN (Texas Instruments Incorporated) | 18,038 | USD 3,410,445 -0.7% | USD 189.07 -0.7% | |
| SGE.L (Sage Group PLC) | 228,308 | GBP 3,398,065 2.5% | GBP 14.8837 2.5% | |
| NTNX (Nutanix Inc) | 60,224 | USD 3,206,928 -0.5% | USD 53.25 -0.5% | |
| DOCU (DocuSign Inc) | 45,965 | USD 3,139,869 -0.7% | USD 68.31 -0.7% | |
| DT (Dynatrace Holdings LLC) | 72,083 | USD 3,049,111 0.0% | USD 42.3 0.0% | |
| ANET (Arista Networks) | 23,701 | USD 2,925,177 0.4% | USD 123.42 0.4% | |
| STMPA.PA (STMicroelectronics NV) | 81,833 | EUR 2,325,883 -1.1% | EUR 28.4223 -1.1% | |
| KLAC (KLA-Tencor Corporation) | 1,565 | USD 2,235,086 2.0% | USD 1428.17 2.0% | |
| QCOM (Qualcomm Incorporated) | 12,648 | USD 2,140,927 -4.8% | USD 169.27 -4.8% | |
| CLS.TO (Celestica Inc.) | 6,627 | CAD 2,085,951 4.0% | CAD 314.766 4.0% | |
| OTEX.TO (Open Text Corp) | 60,413 | CAD 2,027,484 2.2% | CAD 33.5604 2.2% | |
| APP (Applovin Corp) | 2,662 | USD 1,753,326 1.7% | USD 658.65 1.7% | |
| 6841.T (Yokogawa Electric Corporation) | 53,500 | JPY 1,711,133 -0.1% | JPY 31.9838 -0.1% | |
| MDB (MongoDB) | 3,616 | USD 1,512,175 2.5% | USD 418.19 2.5% | |
| MNDY (Monday.Com Ltd) | 10,154 | USD 1,486,038 -1.1% | USD 146.35 -1.1% | |
| CRWD (Crowdstrike Holdings Inc) | 3,043 | USD 1,421,051 -0.8% | USD 466.99 -0.8% | |
| 6857.T (Advantest Corporation) | 10,600 | JPY 1,359,267 -0.1% | JPY 128.233 -0.1% | |
| 6861.T (Keyence Corporation) | 2,600 | JPY 949,270 -0.1% | JPY 365.104 -0.1% | |
| TEL (TE Connectivity Ltd) | 3,503 | USD 824,606 1.6% | USD 235.4 1.6% | |
| SNOW (Snowflake Inc.) | 3,622 | USD 797,854 0.5% | USD 220.28 0.5% | |
| CIEN (Ciena Corp) | 3,306 | USD 774,464 1.6% | USD 234.26 1.6% | |
| CSU.TO (Constellation Software Inc.) | 254 | CAD 609,269 0.2% | CAD 2398.7 0.2% | |
| WDAY (Workday Inc) | 2,537 | USD 527,468 0.4% | USD 207.91 0.3% | |
| MPWR (Monolithic Power Systems Inc) | 532 | USD 514,529 0.9% | USD 967.16 0.9% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 5,856 | USD 499,107 0.0% | USD 85.23 0.0% | |
| MSTR (MicroStrategy Incorporated) | 2,982 | USD 483,770 3.1% | USD 162.23 3.1% | |
| FICO (Fair Isaac Corporation) | 295 | USD 481,236 -2.1% | USD 1631.31 -2.1% | |
| ZS (Zscaler Inc) | 2,164 | USD 468,787 0.0% | USD 216.63 0.0% | |
| DELL (Dell Technologies Inc) | 3,847 | USD 463,448 -0.1% | USD 120.47 -0.1% | |
| MCHP (Microchip Technology Inc) | 6,193 | USD 454,504 -2.4% | USD 73.39 -2.4% | |
| 6146.T (Disco Corporation) | 1,300 | JPY 452,661 -0.1% | JPY 348.201 -0.1% | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 21,200 | JPY 428,684 -0.1% | JPY 20.2209 -0.1% | |
| TER (Teradyne Inc) | 1,854 | USD 415,963 3.3% | USD 224.36 3.3% | |
| DDOG (Datadog Inc) | 3,195 | USD 404,391 0.9% | USD 126.57 0.9% | |
| ASM.AS (ASM International NV) | 546 | EUR 399,541 1.1% | EUR 731.76 1.1% | |
| 6762.T (TDK Corporation) | 23,900 | JPY 324,028 -0.1% | JPY 13.5577 -0.1% | |
| FSLR (First Solar Inc) | 1,343 | USD 319,406 -0.3% | USD 237.83 -0.3% | |
| OKTA (Okta Inc) | 3,261 | USD 305,132 1.5% | USD 93.5701 1.5% | |
| CAP.PA (Capgemini SE) | 1,803 | EUR 304,250 -3.9% | EUR 168.747 -3.9% | |
| PSTG (Pure Storage Inc) | 4,012 | USD 290,629 8.2% | USD 72.4399 8.2% | |
| ON (ON Semiconductor Corporation) | 4,886 | USD 287,053 -5.5% | USD 58.7501 -5.5% | |
| CRDO (Credo Technology Group Holding Ltd) | 1,810 | USD 282,487 3.8% | USD 156.07 3.8% | |
| ENTG (Entegris Inc) | 2,721 | USD 277,107 -1.1% | USD 101.84 -1.1% | |
| 6723.T (Renesas Electronics Corporation) | 18,300 | JPY 275,737 -0.1% | JPY 15.0676 -0.1% | |
| 7751.T (Canon Inc.) | 9,200 | JPY 272,293 -0.1% | JPY 29.5971 -0.1% | |
| FLEX (Flex Ltd) | 4,333 | USD 269,253 1.0% | USD 62.1401 1.0% | |
| 4901.T (FUJIFILM Holdings Corporation) | 12,500 | JPY 261,150 -0.1% | JPY 20.892 -0.1% | |
| 6971.T (Kyocera Corporation) | 17,000 | JPY 239,736 -0.1% | JPY 14.1021 -0.1% | |
| PTC (PTC Inc) | 1,390 | USD 238,288 -0.1% | USD 171.43 -0.1% | |
| TWLO (Twilio Inc) | 1,753 | USD 231,414 0.5% | USD 132.01 0.5% | |
| HPQ (HP Inc) | 10,811 | USD 228,977 -1.4% | USD 21.18 -1.4% | |
| ZM (Zoom Video Communications Inc) | 2,600 | USD 225,550 1.8% | USD 86.75 1.8% | |
| TRMB (Trimble Inc) | 2,751 | USD 222,281 0.2% | USD 80.8001 0.2% | |
| VRSN (VeriSign Inc) | 888 | USD 220,810 -0.1% | USD 248.66 -0.1% | |
| GIB-A.TO (CGI Inc) | 2,267 | CAD 214,894 0.7% | CAD 94.7922 0.7% | |
| CHKP (Check Point Software Technologies Ltd) | 1,129 | USD 214,510 -1.4% | USD 190 -1.4% | |
| 6920.T (Lasertec Corporation) | 1,100 | JPY 211,567 -0.1% | JPY 192.334 -0.1% | |
| 4768.T (Otsuka Corporation) | 10,400 | JPY 210,430 -0.1% | JPY 20.2337 0.0% | |
| TYL (Tyler Technologies Inc) | 461 | USD 205,818 -0.4% | USD 446.46 -0.4% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 2,000 | JPY 200,690 -0.1% | JPY 100.345 -0.1% | |
| GDDY (Godaddy Inc) | 1,768 | USD 198,440 -1.1% | USD 112.24 -1.1% | |
| BESI.AS (BE Semiconductor Industries NV) | 1,042 | EUR 197,379 7.7% | EUR 189.423 7.7% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 191,219 -0.1% | JPY 79.6746 -0.1% | |
| SMCI (Super Micro Computer Inc) | 6,313 | USD 190,148 -0.1% | USD 30.1201 -0.1% | |
| HLMA.L (Halma PLC) | 3,622 | GBP 178,931 0.4% | GBP 49.4012 0.4% | |
| ZBRA (Zebra Technologies Corporation) | 673 | USD 177,961 1.9% | USD 264.429 1.9% | |
| 4684.T (OBIC Co.,Ltd.) | 5,800 | JPY 177,832 -0.1% | JPY 30.6607 -0.1% | |
| IONQ (IONQ Inc) | 3,421 | USD 174,300 3.0% | USD 50.95 3.0% | |
| BSY (Bentley Systems Inc) | 4,144 | USD 166,340 0.0% | USD 40.14 0.0% | |
| DSG.TO (Descartes Systems Group Inc) | 1,752 | CAD 155,342 1.1% | CAD 88.6655 1.1% | |
| 3626.T (TIS Inc.) | 4,600 | JPY 148,582 -0.1% | JPY 32.3004 -0.1% | |
| IOT (Samsara Inc) | 4,389 | USD 146,856 -0.6% | USD 33.46 -0.6% | |
| NEM.DE (Nemetschek SE) | 1,324 | EUR 142,683 1.1% | EUR 107.767 1.1% | |
| 7701.T (Shimadzu Corporation) | 5,100 | JPY 138,998 -0.1% | JPY 27.2545 -0.1% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 127,902 -0.1% | JPY 41.2587 -0.1% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 1,118,564 | USD 206,777,741 -0.1% | USD 184.86 -0.1% | |
| AAPL (Apple Inc) | 610,559 | USD 158,360,688 0.1% | USD 259.37 0.1% | |
| MSFT (Microsoft Corporation) | 283,018 | USD 135,644,867 0.2% | USD 479.28 0.2% | |
| AVGO (Broadcom Inc) | 204,154 | USD 70,427,005 3.8% | USD 344.97 3.8% | |
| ASML.AS (ASML Holding NV) | 29,346 | EUR 36,949,272 6.5% | EUR 1259.09 6.5% | |
| SAP.DE (SAP SE) | 96,848 | EUR 23,940,500 2.6% | EUR 247.197 2.6% | |
| NOW (ServiceNow Inc) | 122,012 | USD 17,301,302 -3.0% | USD 141.8 -3.0% | |
| INTU (Intuit Inc) | 26,404 | USD 17,080,748 -0.9% | USD 646.9 -0.9% | |
| LRCX (Lam Research Corp) | 77,096 | USD 16,834,683 8.7% | USD 218.36 8.7% | |
| ADBE (Adobe Systems Incorporated) | 47,637 | USD 15,908,376 -1.5% | USD 333.95 -1.5% | |
| PANW (Palo Alto Networks Inc) | 79,450 | USD 15,017,639 -0.9% | USD 189.02 -0.9% | |
| NXPI (NXP Semiconductors NV) | 59,528 | USD 14,355,177 1.4% | USD 241.15 1.4% | |
| ADSK (Autodesk Inc) | 50,301 | USD 13,884,082 -0.2% | USD 276.02 -0.2% | |
| SNPS (Synopsys Inc) | 23,734 | USD 12,464,622 2.1% | USD 525.18 2.1% | |
| MU (Micron Technology Inc) | 32,918 | USD 11,359,673 5.5% | USD 345.09 5.5% | |
| ORCL (Oracle Corporation) | 56,611 | USD 11,238,416 4.7% | USD 198.52 4.7% | |
| 6702.T (Fujitsu Limited) | 406,800 | JPY 11,172,667 -1.8% | JPY 27.4648 -1.8% | |
| CDNS (Cadence Design Systems Inc) | 34,080 | USD 11,154,725 2.7% | USD 327.31 2.7% | |
| ADI (Analog Devices Inc) | 31,806 | USD 9,571,380 0.6% | USD 300.93 0.6% | |
| INTC (Intel Corporation) | 203,514 | USD 9,270,063 10.8% | USD 45.55 10.8% | |
| 6701.T (NEC Corporation) | 249,100 | JPY 8,854,785 -1.2% | JPY 35.5471 -1.2% | |
| CRM (Salesforce.com Inc) | 33,384 | USD 8,677,837 -0.2% | USD 259.94 -0.2% | |
| 8035.T (Tokyo Electron Limited) | 35,400 | JPY 8,500,485 2.8% | JPY 240.127 2.8% | |
| PLTR (Palantir Technologies Inc) | 44,840 | USD 7,958,652 0.4% | USD 177.49 0.4% | |
| IFX.DE (Infineon Technologies AG) | 155,419 | EUR 7,517,361 2.2% | EUR 48.3684 2.2% | |
| SHOP.TO (Shopify Inc) | 42,605 | CAD 7,025,576 -2.1% | CAD 164.9 -2.1% | |
| HPE (Hewlett Packard Enterprise Co) | 309,947 | USD 6,871,525 0.7% | USD 22.17 0.7% | |
| ACN (Accenture plc) | 18,204 | USD 5,109,317 -0.4% | USD 280.67 -0.4% | |
| NTAP (NetApp Inc) | 47,314 | USD 4,986,422 -0.2% | USD 105.39 -0.2% | |
| NOKIA.HE (Nokia Oyj) | 730,796 | EUR 4,764,030 0.2% | EUR 6.51896 0.2% | |
| DSY.PA (Dassault Systemes SE) | 158,680 | EUR 4,571,805 2.0% | EUR 28.8115 2.0% | |
| IT (Gartner Inc) | 17,870 | USD 4,432,117 0.5% | USD 248.02 0.5% | |
| HUBS (HubSpot Inc) | 11,602 | USD 4,310,839 0.4% | USD 371.56 0.4% | |
| MRVL (Marvell Technology Group Ltd) | 44,369 | USD 3,692,388 -0.3% | USD 83.22 -0.3% | |
| FTNT (Fortinet Inc) | 46,363 | USD 3,672,877 1.5% | USD 79.22 1.5% | |
| FFIV (F5 Networks Inc) | 13,555 | USD 3,650,497 0.0% | USD 269.31 0.0% | |
| 4307.T (Nomura Research Institute, Ltd.) | 89,000 | JPY 3,493,479 0.0% | JPY 39.2526 0.0% | |
| CSCO (Cisco Systems Inc) | 46,615 | USD 3,443,916 -0.1% | USD 73.88 -0.1% | |
| TXN (Texas Instruments Incorporated) | 18,038 | USD 3,432,812 1.0% | USD 190.31 1.0% | |
| SGE.L (Sage Group PLC) | 228,308 | GBP 3,316,294 1.1% | GBP 14.5255 1.1% | |
| NTNX (Nutanix Inc) | 60,224 | USD 3,222,586 0.8% | USD 53.51 0.8% | |
| DOCU (DocuSign Inc) | 45,965 | USD 3,162,852 -1.4% | USD 68.81 -1.4% | |
| DT (Dynatrace Holdings LLC) | 72,083 | USD 3,047,669 -1.2% | USD 42.28 -1.2% | |
| ANET (Arista Networks) | 23,701 | USD 2,912,616 -0.7% | USD 122.89 -0.7% | |
| STMPA.PA (STMicroelectronics NV) | 81,833 | EUR 2,352,490 2.6% | EUR 28.7474 2.6% | |
| QCOM (Qualcomm Incorporated) | 12,648 | USD 2,248,561 -2.2% | USD 177.78 -2.2% | |
| KLAC (KLA-Tencor Corporation) | 1,565 | USD 2,191,000 5.7% | USD 1400 5.7% | |
| CLS.TO (Celestica Inc.) | 6,627 | CAD 2,005,802 4.9% | CAD 302.671 4.9% | |
| OTEX.TO (Open Text Corp) | 60,413 | CAD 1,983,899 1.2% | CAD 32.8389 1.2% | |
| APP (Applovin Corp) | 2,662 | USD 1,724,231 5.1% | USD 647.72 5.1% | |
| 6841.T (Yokogawa Electric Corporation) | 53,500 | JPY 1,712,000 -0.4% | JPY 32 -0.4% | |
| MNDY (Monday.Com Ltd) | 10,154 | USD 1,503,097 0.2% | USD 148.03 0.2% | |
| MDB (MongoDB) | 3,616 | USD 1,475,762 -1.3% | USD 408.12 -1.3% | |
| CRWD (Crowdstrike Holdings Inc) | 3,043 | USD 1,432,066 1.5% | USD 470.61 1.5% | |
| 6857.T (Advantest Corporation) | 10,600 | JPY 1,359,956 0.1% | JPY 128.298 0.1% | |
| 6861.T (Keyence Corporation) | 2,600 | JPY 949,751 2.4% | JPY 365.289 2.4% | |
| TEL (TE Connectivity Ltd) | 3,503 | USD 811,295 1.6% | USD 231.6 1.6% | |
| SNOW (Snowflake Inc.) | 3,622 | USD 793,544 -2.1% | USD 219.09 -2.1% | |
| CIEN (Ciena Corp) | 3,306 | USD 762,231 2.4% | USD 230.56 2.4% | |
| CSU.TO (Constellation Software Inc.) | 254 | CAD 608,025 0.2% | CAD 2393.8 0.2% | |
| WDAY (Workday Inc) | 2,537 | USD 525,628 -1.2% | USD 207.185 -1.2% | |
| MPWR (Monolithic Power Systems Inc) | 532 | USD 510,172 0.0% | USD 958.97 0.0% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 5,856 | USD 499,283 -0.6% | USD 85.2601 -0.6% | |
| FICO (Fair Isaac Corporation) | 295 | USD 491,331 5.0% | USD 1665.53 5.0% | |
| MSTR (MicroStrategy Incorporated) | 2,982 | USD 469,158 -5.8% | USD 157.33 -5.8% | |
| ZS (Zscaler Inc) | 2,164 | USD 469,004 -1.6% | USD 216.73 -1.6% | |
| MCHP (Microchip Technology Inc) | 6,193 | USD 465,837 2.3% | USD 75.2199 2.3% | |
| DELL (Dell Technologies Inc) | 3,847 | USD 464,025 1.8% | USD 120.62 1.8% | |
| 6146.T (Disco Corporation) | 1,300 | JPY 452,890 -1.7% | JPY 348.377 -1.7% | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 21,200 | JPY 428,901 -0.4% | JPY 20.2312 -0.4% | |
| TER (Teradyne Inc) | 1,854 | USD 402,800 0.4% | USD 217.26 0.4% | |
| DDOG (Datadog Inc) | 3,195 | USD 400,941 -4.0% | USD 125.49 -4.0% | |
| ASM.AS (ASM International NV) | 546 | EUR 395,088 5.6% | EUR 723.604 5.6% | |
| 6762.T (TDK Corporation) | 23,900 | JPY 324,192 0.5% | JPY 13.5645 0.5% | |
| FSLR (First Solar Inc) | 1,343 | USD 320,520 -3.1% | USD 238.66 -3.1% | |
| CAP.PA (Capgemini SE) | 1,803 | EUR 316,615 2.1% | EUR 175.605 2.1% | |
| ON (ON Semiconductor Corporation) | 4,886 | USD 303,714 2.1% | USD 62.16 2.1% | |
| OKTA (Okta Inc) | 3,261 | USD 300,762 -1.8% | USD 92.23 -1.8% | |
| ENTG (Entegris Inc) | 2,721 | USD 280,236 3.1% | USD 102.99 3.1% | |
| 6723.T (Renesas Electronics Corporation) | 18,300 | JPY 275,876 3.7% | JPY 15.0752 3.7% | |
| 7751.T (Canon Inc.) | 9,200 | JPY 272,431 -0.2% | JPY 29.6121 -0.2% | |
| CRDO (Credo Technology Group Holding Ltd) | 1,810 | USD 272,260 6.2% | USD 150.42 6.2% | |
| PSTG (Pure Storage Inc) | 4,012 | USD 268,724 1.9% | USD 66.9801 1.9% | |
| FLEX (Flex Ltd) | 4,333 | USD 266,480 1.9% | USD 61.5001 1.9% | |
| 4901.T (FUJIFILM Holdings Corporation) | 12,500 | JPY 261,283 -1.3% | JPY 20.9026 -1.3% | |
| 6971.T (Kyocera Corporation) | 17,000 | JPY 239,857 0.8% | JPY 14.1092 0.8% | |
| PTC (PTC Inc) | 1,390 | USD 238,413 -1.2% | USD 171.52 -1.2% | |
| HPQ (HP Inc) | 10,811 | USD 232,112 0.4% | USD 21.47 0.4% | |
| TWLO (Twilio Inc) | 1,753 | USD 230,327 -4.4% | USD 131.39 -4.4% | |
| TRMB (Trimble Inc) | 2,751 | USD 221,758 1.4% | USD 80.61 1.4% | |
| ZM (Zoom Video Communications Inc) | 2,600 | USD 221,468 -0.5% | USD 85.18 -0.5% | |
| VRSN (VeriSign Inc) | 888 | USD 221,059 0.7% | USD 248.94 0.7% | |
| CHKP (Check Point Software Technologies Ltd) | 1,129 | USD 217,524 1.0% | USD 192.67 1.0% | |
| GIB-A.TO (CGI Inc) | 2,267 | CAD 213,381 -0.4% | CAD 94.1248 -0.4% | |
| 6920.T (Lasertec Corporation) | 1,100 | JPY 211,674 -1.7% | JPY 192.431 -1.7% | |
| 4768.T (Otsuka Corporation) | 10,400 | JPY 210,536 -1.9% | JPY 20.2438 -1.9% | |
| TYL (Tyler Technologies Inc) | 461 | USD 206,699 -1.1% | USD 448.371 -1.1% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 2,000 | JPY 200,792 2.4% | JPY 100.396 2.4% | |
| GDDY (Godaddy Inc) | 1,768 | USD 200,739 -1.8% | USD 113.54 -1.8% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 191,316 -2.5% | JPY 79.715 -2.5% | |
| SMCI (Super Micro Computer Inc) | 6,313 | USD 190,400 0.9% | USD 30.16 0.9% | |
| BESI.AS (BE Semiconductor Industries NV) | 1,042 | EUR 183,283 -0.2% | EUR 175.895 -0.2% | |
| HLMA.L (Halma PLC) | 3,622 | GBP 178,174 0.9% | GBP 49.1922 0.9% | |
| 4684.T (OBIC Co.,Ltd.) | 5,800 | JPY 177,922 -1.6% | JPY 30.6762 -1.6% | |
| ZBRA (Zebra Technologies Corporation) | 673 | USD 174,630 1.9% | USD 259.48 1.9% | |
| IONQ (IONQ Inc) | 3,421 | USD 169,168 -2.0% | USD 49.4499 -2.0% | |
| BSY (Bentley Systems Inc) | 4,144 | USD 166,299 0.6% | USD 40.1301 0.6% | |
| DSG.TO (Descartes Systems Group Inc) | 1,752 | CAD 153,667 2.4% | CAD 87.7095 2.4% | |
| 3626.T (TIS Inc.) | 4,600 | JPY 148,657 -2.7% | JPY 32.3167 -2.7% | |
| IOT (Samsara Inc) | 4,389 | USD 147,778 -0.4% | USD 33.6701 -0.4% | |
| NEM.DE (Nemetschek SE) | 1,324 | EUR 141,180 1.2% | EUR 106.631 1.2% | |
| 7701.T (Shimadzu Corporation) | 5,100 | JPY 139,069 -1.3% | JPY 27.2684 -1.3% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 127,966 -1.1% | JPY 41.2794 -1.1% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 1,118,564 | USD 206,979,083 -2.2% | USD 185.04 -2.2% | |
| AAPL (Apple Inc) | 610,559 | USD 158,159,203 -0.5% | USD 259.04 -0.5% | |
| MSFT (Microsoft Corporation) | 283,018 | USD 135,313,736 -1.1% | USD 478.11 -1.1% | |
| AVGO (Broadcom Inc) | 204,154 | USD 67,877,122 -3.2% | USD 332.48 -3.2% | |
| ASML.AS (ASML Holding NV) | 29,346 | EUR 34,681,586 -3.9% | EUR 1181.82 -3.9% | |
| SAP.DE (SAP SE) | 96,848 | EUR 23,331,964 -1.1% | EUR 240.913 -1.1% | |
| NOW (ServiceNow Inc) | 122,012 | USD 17,836,934 -3.1% | USD 146.19 -3.1% | |
| INTU (Intuit Inc) | 26,404 | USD 17,235,211 0.2% | USD 652.75 0.2% | |
| ADBE (Adobe Systems Incorporated) | 47,637 | USD 16,150,848 0.3% | USD 339.04 0.3% | |
| LRCX (Lam Research Corp) | 77,096 | USD 15,493,212 -1.0% | USD 200.96 -1.0% | |
| PANW (Palo Alto Networks Inc) | 79,450 | USD 15,159,060 -1.6% | USD 190.8 -1.6% | |
| NXPI (NXP Semiconductors NV) | 59,528 | USD 14,161,116 -0.6% | USD 237.89 -0.6% | |
| ADSK (Autodesk Inc) | 50,301 | USD 13,912,251 -5.9% | USD 276.58 -5.9% | |
| SNPS (Synopsys Inc) | 23,734 | USD 12,210,906 -1.0% | USD 514.49 -1.0% | |
| 6702.T (Fujitsu Limited) | 406,800 | JPY 11,379,456 0.3% | JPY 27.9731 0.3% | |
| CDNS (Cadence Design Systems Inc) | 34,080 | USD 10,864,704 -0.5% | USD 318.8 -0.5% | |
| MU (Micron Technology Inc) | 32,918 | USD 10,764,844 -3.7% | USD 327.02 -3.7% | |
| ORCL (Oracle Corporation) | 56,611 | USD 10,736,276 -1.7% | USD 189.65 -1.7% | |
| ADI (Analog Devices Inc) | 31,806 | USD 9,515,083 2.1% | USD 299.16 2.1% | |
| 6701.T (NEC Corporation) | 249,100 | JPY 8,959,438 0.6% | JPY 35.9672 0.6% | |
| CRM (Salesforce.com Inc) | 33,384 | USD 8,697,534 -2.1% | USD 260.53 -2.1% | |
| INTC (Intel Corporation) | 203,514 | USD 8,366,461 -3.6% | USD 41.11 -3.6% | |
| 8035.T (Tokyo Electron Limited) | 35,400 | JPY 8,268,613 -4.1% | JPY 233.577 -4.1% | |
| PLTR (Palantir Technologies Inc) | 44,840 | USD 7,930,402 -2.7% | USD 176.86 -2.7% | |
| IFX.DE (Infineon Technologies AG) | 155,419 | EUR 7,354,322 -3.9% | EUR 47.3193 -3.9% | |
| SHOP.TO (Shopify Inc) | 42,605 | CAD 7,176,097 0.7% | CAD 168.433 0.7% | |
| HPE (Hewlett Packard Enterprise Co) | 309,947 | USD 6,825,033 -1.8% | USD 22.02 -1.8% | |
| ACN (Accenture plc) | 18,204 | USD 5,130,251 2.9% | USD 281.82 2.9% | |
| NTAP (NetApp Inc) | 47,314 | USD 4,993,993 1.2% | USD 105.55 1.2% | |
| NOKIA.HE (Nokia Oyj) | 730,796 | EUR 4,752,299 -3.6% | EUR 6.50291 -3.6% | |
| DSY.PA (Dassault Systemes SE) | 158,680 | EUR 4,480,001 0.1% | EUR 28.2329 0.1% | |
| IT (Gartner Inc) | 17,870 | USD 4,410,495 0.5% | USD 246.81 0.5% | |
| HUBS (HubSpot Inc) | 11,602 | USD 4,291,580 -7.1% | USD 369.9 -7.1% | |
| MRVL (Marvell Technology Group Ltd) | 44,369 | USD 3,702,593 -1.4% | USD 83.45 -1.4% | |
| FFIV (F5 Networks Inc) | 13,555 | USD 3,651,853 0.6% | USD 269.41 0.6% | |
| FTNT (Fortinet Inc) | 46,363 | USD 3,618,632 -2.5% | USD 78.05 -2.5% | |
| 4307.T (Nomura Research Institute, Ltd.) | 89,000 | JPY 3,494,412 0.4% | JPY 39.2631 0.4% | |
| CSCO (Cisco Systems Inc) | 46,615 | USD 3,447,645 -1.0% | USD 73.96 -1.0% | |
| TXN (Texas Instruments Incorporated) | 18,038 | USD 3,399,261 1.5% | USD 188.45 1.5% | |
| SGE.L (Sage Group PLC) | 228,308 | GBP 3,280,549 -1.5% | GBP 14.369 -1.5% | |
| DOCU (DocuSign Inc) | 45,965 | USD 3,208,357 0.3% | USD 69.8 0.3% | |
| NTNX (Nutanix Inc) | 60,224 | USD 3,198,497 -0.3% | USD 53.11 -0.3% | |
| DT (Dynatrace Holdings LLC) | 72,083 | USD 3,084,432 -2.4% | USD 42.79 -2.4% | |
| ANET (Arista Networks) | 23,701 | USD 2,932,288 -4.9% | USD 123.72 -4.9% | |
| QCOM (Qualcomm Incorporated) | 12,648 | USD 2,300,292 0.9% | USD 181.87 0.9% | |
| STMPA.PA (STMicroelectronics NV) | 81,833 | EUR 2,291,769 -3.0% | EUR 28.0054 -3.0% | |
| KLAC (KLA-Tencor Corporation) | 1,565 | USD 2,072,999 -2.6% | USD 1324.6 -2.6% | |
| OTEX.TO (Open Text Corp) | 60,413 | CAD 1,960,660 0.4% | CAD 32.4543 0.4% | |
| CLS.TO (Celestica Inc.) | 6,627 | CAD 1,912,145 -5.9% | CAD 288.539 -5.9% | |
| 6841.T (Yokogawa Electric Corporation) | 53,500 | JPY 1,719,612 -1.5% | JPY 32.1423 -1.5% | |
| APP (Applovin Corp) | 2,662 | USD 1,641,203 -2.6% | USD 616.53 -2.6% | |
| MNDY (Monday.Com Ltd) | 10,154 | USD 1,499,441 -1.5% | USD 147.67 -1.5% | |
| MDB (MongoDB) | 3,616 | USD 1,495,288 -6.1% | USD 413.52 -6.1% | |
| CRWD (Crowdstrike Holdings Inc) | 3,043 | USD 1,411,556 -3.1% | USD 463.87 -3.1% | |
| 6857.T (Advantest Corporation) | 10,600 | JPY 1,358,576 -2.5% | JPY 128.168 -2.5% | |
| 6861.T (Keyence Corporation) | 2,600 | JPY 927,192 -0.4% | JPY 356.612 -0.4% | |
| SNOW (Snowflake Inc.) | 3,622 | USD 810,567 -4.2% | USD 223.79 -4.2% | |
| TEL (TE Connectivity Ltd) | 3,503 | USD 798,789 -0.7% | USD 228.03 -0.7% | |
| CIEN (Ciena Corp) | 3,306 | USD 744,544 -13.1% | USD 225.21 -13.1% | |
| CSU.TO (Constellation Software Inc.) | 254 | CAD 606,976 1.4% | CAD 2389.67 1.4% | |
| WDAY (Workday Inc) | 2,537 | USD 532,237 -0.6% | USD 209.79 -0.6% | |
| MPWR (Monolithic Power Systems Inc) | 532 | USD 510,236 0.0% | USD 959.09 0.0% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 5,856 | USD 502,269 2.0% | USD 85.77 2.0% | |
| MSTR (MicroStrategy Incorporated) | 2,982 | USD 497,905 3.2% | USD 166.97 3.2% | |
| ZS (Zscaler Inc) | 2,164 | USD 476,772 -4.7% | USD 220.32 -4.7% | |
| FICO (Fair Isaac Corporation) | 295 | USD 467,752 0.3% | USD 1585.6 0.3% | |
| 6146.T (Disco Corporation) | 1,300 | JPY 460,696 -0.3% | JPY 354.382 -0.3% | |
| DELL (Dell Technologies Inc) | 3,847 | USD 455,870 -1.3% | USD 118.5 -1.3% | |
| MCHP (Microchip Technology Inc) | 6,193 | USD 455,371 -0.6% | USD 73.53 -0.6% | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 21,200 | JPY 430,717 -4.7% | JPY 20.3168 -4.7% | |
| DDOG (Datadog Inc) | 3,195 | USD 417,523 -7.6% | USD 130.68 -7.6% | |
| TER (Teradyne Inc) | 1,854 | USD 401,039 -2.8% | USD 216.31 -2.8% | |
| ASM.AS (ASM International NV) | 546 | EUR 374,041 -7.0% | EUR 685.057 -7.0% | |
| FSLR (First Solar Inc) | 1,343 | USD 330,727 2.1% | USD 246.26 2.1% | |
| 6762.T (TDK Corporation) | 23,900 | JPY 322,471 -2.7% | JPY 13.4925 -2.7% | |
| CAP.PA (Capgemini SE) | 1,803 | EUR 310,157 0.0% | EUR 172.023 0.0% | |
| OKTA (Okta Inc) | 3,261 | USD 306,306 0.1% | USD 93.9301 0.1% | |
| ON (ON Semiconductor Corporation) | 4,886 | USD 297,509 -1.6% | USD 60.8901 -1.6% | |
| 7751.T (Canon Inc.) | 9,200 | JPY 272,895 -0.2% | JPY 29.6625 -0.2% | |
| ENTG (Entegris Inc) | 2,721 | USD 271,692 2.0% | USD 99.8501 2.0% | |
| 6723.T (Renesas Electronics Corporation) | 18,300 | JPY 266,045 -3.0% | JPY 14.538 -3.0% | |
| 4901.T (FUJIFILM Holdings Corporation) | 12,500 | JPY 264,718 -0.8% | JPY 21.1774 -0.8% | |
| PSTG (Pure Storage Inc) | 4,012 | USD 263,588 -4.2% | USD 65.6999 -4.2% | |
| FLEX (Flex Ltd) | 4,333 | USD 261,627 -1.6% | USD 60.3801 -1.6% | |
| CRDO (Credo Technology Group Holding Ltd) | 1,810 | USD 256,278 0.4% | USD 141.59 0.4% | |
| PTC (PTC Inc) | 1,390 | USD 241,262 -0.6% | USD 173.57 -0.6% | |
| TWLO (Twilio Inc) | 1,753 | USD 240,915 -3.8% | USD 137.43 -3.8% | |
| 6971.T (Kyocera Corporation) | 17,000 | JPY 237,934 -2.2% | JPY 13.9961 -2.2% | |
| HPQ (HP Inc) | 10,811 | USD 231,247 1.4% | USD 21.39 1.4% | |
| ZM (Zoom Video Communications Inc) | 2,600 | USD 222,690 -1.1% | USD 85.65 -1.1% | |
| VRSN (VeriSign Inc) | 888 | USD 219,451 1.4% | USD 247.13 1.4% | |
| TRMB (Trimble Inc) | 2,751 | USD 218,732 -0.8% | USD 79.51 -0.8% | |
| CHKP (Check Point Software Technologies Ltd) | 1,129 | USD 215,368 0.6% | USD 190.76 0.6% | |
| 6920.T (Lasertec Corporation) | 1,100 | JPY 215,281 -4.5% | JPY 195.71 -4.5% | |
| 4768.T (Otsuka Corporation) | 10,400 | JPY 214,544 0.6% | JPY 20.6292 0.6% | |
| GIB-A.TO (CGI Inc) | 2,267 | CAD 214,162 2.4% | CAD 94.4693 2.4% | |
| TYL (Tyler Technologies Inc) | 461 | USD 209,017 1.2% | USD 453.399 1.2% | |
| GDDY (Godaddy Inc) | 1,768 | USD 204,381 -1.6% | USD 115.6 -1.6% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 196,296 1.2% | JPY 81.79 1.2% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 2,000 | JPY 196,028 -4.0% | JPY 98.014 -4.0% | |
| SMCI (Super Micro Computer Inc) | 6,313 | USD 188,759 -0.4% | USD 29.9 -0.4% | |
| BESI.AS (BE Semiconductor Industries NV) | 1,042 | EUR 183,685 -5.0% | EUR 176.281 -5.0% | |
| 4684.T (OBIC Co.,Ltd.) | 5,800 | JPY 180,842 -0.1% | JPY 31.1797 -0.1% | |
| HLMA.L (Halma PLC) | 3,622 | GBP 176,630 -1.2% | GBP 48.7659 -1.2% | |
| IONQ (IONQ Inc) | 3,421 | USD 172,589 1.3% | USD 50.4499 1.3% | |
| ZBRA (Zebra Technologies Corporation) | 673 | USD 171,373 3.1% | USD 254.64 3.1% | |
| BSY (Bentley Systems Inc) | 4,144 | USD 165,346 0.5% | USD 39.9001 0.5% | |
| 3626.T (TIS Inc.) | 4,600 | JPY 152,810 0.0% | JPY 33.2196 0.0% | |
| DSG.TO (Descartes Systems Group Inc) | 1,752 | CAD 150,000 -0.4% | CAD 85.6164 -0.4% | |
| IOT (Samsara Inc) | 4,389 | USD 148,348 -6.9% | USD 33.8 -6.9% | |
| 7701.T (Shimadzu Corporation) | 5,100 | JPY 140,907 2.0% | JPY 27.6288 2.0% | |
| NEM.DE (Nemetschek SE) | 1,324 | EUR 139,559 -2.6% | EUR 105.407 -2.6% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 129,443 0.1% | JPY 41.7558 0.1% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 1,118,564 | USD 211,531,638 1.0% | USD 189.11 1.0% | |
| AAPL (Apple Inc) | 610,559 | USD 158,946,824 -0.8% | USD 260.33 -0.8% | |
| MSFT (Microsoft Corporation) | 283,018 | USD 136,830,712 1.0% | USD 483.47 1.0% | |
| AVGO (Broadcom Inc) | 204,154 | USD 70,126,899 -0.1% | USD 343.5 -0.1% | |
| ASML.AS (ASML Holding NV) | 29,346 | EUR 36,080,954 -0.9% | EUR 1229.5 -0.9% | |
| SAP.DE (SAP SE) | 96,848 | EUR 23,593,062 3.1% | EUR 243.609 3.1% | |
| NOW (ServiceNow Inc) | 122,012 | USD 18,411,611 1.4% | USD 150.9 1.4% | |
| INTU (Intuit Inc) | 26,404 | USD 17,192,965 0.6% | USD 651.15 0.6% | |
| ADBE (Adobe Systems Incorporated) | 47,637 | USD 16,106,070 0.6% | USD 338.1 0.6% | |
| LRCX (Lam Research Corp) | 77,096 | USD 15,656,656 -1.9% | USD 203.08 -1.9% | |
| PANW (Palo Alto Networks Inc) | 79,450 | USD 15,405,355 4.3% | USD 193.9 4.3% | |
| ADSK (Autodesk Inc) | 50,301 | USD 14,777,931 0.2% | USD 293.79 0.2% | |
| NXPI (NXP Semiconductors NV) | 59,528 | USD 14,247,432 -2.7% | USD 239.34 -2.7% | |
| SNPS (Synopsys Inc) | 23,734 | USD 12,334,560 2.1% | USD 519.7 2.1% | |
| 6702.T (Fujitsu Limited) | 406,800 | JPY 11,350,626 0.7% | JPY 27.9022 0.7% | |
| MU (Micron Technology Inc) | 32,918 | USD 11,177,307 -1.1% | USD 339.55 -1.1% | |
| CDNS (Cadence Design Systems Inc) | 34,080 | USD 10,924,003 1.9% | USD 320.54 1.9% | |
| ORCL (Oracle Corporation) | 56,611 | USD 10,916,865 -0.5% | USD 192.84 -0.5% | |
| ADI (Analog Devices Inc) | 31,806 | USD 9,315,659 0.0% | USD 292.89 0.0% | |
| 6701.T (NEC Corporation) | 249,100 | JPY 8,902,674 -1.6% | JPY 35.7394 -1.6% | |
| CRM (Salesforce.com Inc) | 33,384 | USD 8,884,150 1.2% | USD 266.12 1.2% | |
| INTC (Intel Corporation) | 203,514 | USD 8,675,802 6.5% | USD 42.63 6.5% | |
| 8035.T (Tokyo Electron Limited) | 35,400 | JPY 8,623,511 2.1% | JPY 243.602 2.1% | |
| PLTR (Palantir Technologies Inc) | 44,840 | USD 8,146,531 1.1% | USD 181.68 1.1% | |
| IFX.DE (Infineon Technologies AG) | 155,419 | EUR 7,654,962 0.7% | EUR 49.2537 0.7% | |
| SHOP.TO (Shopify Inc) | 42,605 | CAD 7,128,954 -1.0% | CAD 167.327 -1.0% | |
| HPE (Hewlett Packard Enterprise Co) | 309,947 | USD 6,952,111 -5.7% | USD 22.43 -5.7% | |
| ACN (Accenture plc) | 18,204 | USD 4,987,532 -0.7% | USD 273.98 -0.7% | |
| NTAP (NetApp Inc) | 47,314 | USD 4,935,323 -2.2% | USD 104.31 -2.2% | |
| NOKIA.HE (Nokia Oyj) | 730,796 | EUR 4,927,395 3.6% | EUR 6.7425 3.6% | |
| HUBS (HubSpot Inc) | 11,602 | USD 4,620,148 0.6% | USD 398.22 0.6% | |
| DSY.PA (Dassault Systemes SE) | 158,680 | EUR 4,475,849 2.1% | EUR 28.2068 2.1% | |
| IT (Gartner Inc) | 17,870 | USD 4,390,123 0.4% | USD 245.67 0.4% | |
| MRVL (Marvell Technology Group Ltd) | 44,369 | USD 3,755,392 -4.1% | USD 84.64 -4.1% | |
| FTNT (Fortinet Inc) | 46,363 | USD 3,709,967 2.0% | USD 80.02 2.0% | |
| FFIV (F5 Networks Inc) | 13,555 | USD 3,631,656 -1.0% | USD 267.92 -1.0% | |
| CSCO (Cisco Systems Inc) | 46,615 | USD 3,483,073 -0.7% | USD 74.72 -0.7% | |
| 4307.T (Nomura Research Institute, Ltd.) | 89,000 | JPY 3,480,139 -1.0% | JPY 39.1027 -1.0% | |
| TXN (Texas Instruments Incorporated) | 18,038 | USD 3,349,837 -3.3% | USD 185.71 -3.3% | |
| SGE.L (Sage Group PLC) | 228,308 | GBP 3,329,831 1.3% | GBP 14.5848 1.3% | |
| NTNX (Nutanix Inc) | 60,224 | USD 3,207,530 2.3% | USD 53.26 2.3% | |
| DOCU (DocuSign Inc) | 45,965 | USD 3,197,785 6.7% | USD 69.57 6.7% | |
| DT (Dynatrace Holdings LLC) | 72,083 | USD 3,160,119 2.6% | USD 43.84 2.6% | |
| ANET (Arista Networks) | 23,701 | USD 3,083,026 -1.9% | USD 130.08 -1.9% | |
| STMPA.PA (STMicroelectronics NV) | 81,833 | EUR 2,362,291 -1.3% | EUR 28.8672 -1.3% | |
| QCOM (Qualcomm Incorporated) | 12,648 | USD 2,279,043 -1.2% | USD 180.19 -1.2% | |
| KLAC (KLA-Tencor Corporation) | 1,565 | USD 2,127,915 -2.5% | USD 1359.69 -2.5% | |
| CLS.TO (Celestica Inc.) | 6,627 | CAD 2,032,888 0.4% | CAD 306.758 0.4% | |
| OTEX.TO (Open Text Corp) | 60,413 | CAD 1,953,335 0.0% | CAD 32.333 0.0% | |
| 6841.T (Yokogawa Electric Corporation) | 53,500 | JPY 1,745,434 -2.4% | JPY 32.6249 -2.4% | |
| APP (Applovin Corp) | 2,662 | USD 1,684,833 2.5% | USD 632.92 2.5% | |
| MDB (MongoDB) | 3,616 | USD 1,593,210 1.1% | USD 440.6 1.1% | |
| MNDY (Monday.Com Ltd) | 10,154 | USD 1,522,592 2.1% | USD 149.95 2.1% | |
| CRWD (Crowdstrike Holdings Inc) | 3,043 | USD 1,457,323 4.5% | USD 478.91 4.5% | |
| 6857.T (Advantest Corporation) | 10,600 | JPY 1,393,918 -4.5% | JPY 131.502 -4.5% | |
| 6861.T (Keyence Corporation) | 2,600 | JPY 931,215 -1.9% | JPY 358.16 -1.9% | |
| CIEN (Ciena Corp) | 3,306 | USD 857,147 2.0% | USD 259.27 2.0% | |
| SNOW (Snowflake Inc.) | 3,622 | USD 845,737 -0.4% | USD 233.5 -0.4% | |
| TEL (TE Connectivity Ltd) | 3,503 | USD 804,254 -0.7% | USD 229.59 -0.7% | |
| CSU.TO (Constellation Software Inc.) | 254 | CAD 598,631 -0.2% | CAD 2356.81 -0.2% | |
| WDAY (Workday Inc) | 2,537 | USD 535,662 0.4% | USD 211.14 0.4% | |
| MPWR (Monolithic Power Systems Inc) | 532 | USD 510,231 -4.6% | USD 959.081 -4.6% | |
| ZS (Zscaler Inc) | 2,164 | USD 500,230 4.1% | USD 231.16 4.1% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 5,856 | USD 492,548 -0.6% | USD 84.11 -0.6% | |
| MSTR (MicroStrategy Incorporated) | 2,982 | USD 482,577 2.4% | USD 161.83 2.4% | |
| FICO (Fair Isaac Corporation) | 295 | USD 466,250 -1.2% | USD 1580.51 -1.2% | |
| DELL (Dell Technologies Inc) | 3,847 | USD 461,909 -3.1% | USD 120.07 -3.1% | |
| 6146.T (Disco Corporation) | 1,300 | JPY 461,874 2.6% | JPY 355.288 2.6% | |
| MCHP (Microchip Technology Inc) | 6,193 | USD 457,910 -1.2% | USD 73.9399 -1.2% | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 21,200 | JPY 452,034 0.2% | JPY 21.3224 0.2% | |
| DDOG (Datadog Inc) | 3,195 | USD 451,917 3.2% | USD 141.445 3.2% | |
| TER (Teradyne Inc) | 1,854 | USD 412,478 -2.8% | USD 222.48 -2.8% | |
| ASM.AS (ASM International NV) | 546 | EUR 402,351 0.7% | EUR 736.907 0.7% | |
| 6762.T (TDK Corporation) | 23,900 | JPY 331,449 -3.3% | JPY 13.8682 -3.3% | |
| FSLR (First Solar Inc) | 1,343 | USD 323,811 -10.3% | USD 241.11 -10.3% | |
| CAP.PA (Capgemini SE) | 1,803 | EUR 310,030 2.7% | EUR 171.952 2.7% | |
| OKTA (Okta Inc) | 3,261 | USD 306,012 3.9% | USD 93.8399 3.9% | |
| ON (ON Semiconductor Corporation) | 4,886 | USD 302,395 0.2% | USD 61.8901 0.2% | |
| PSTG (Pure Storage Inc) | 4,012 | USD 275,183 -0.6% | USD 68.59 -0.6% | |
| 6723.T (Renesas Electronics Corporation) | 18,300 | JPY 274,401 2.1% | JPY 14.9946 2.1% | |
| 7751.T (Canon Inc.) | 9,200 | JPY 273,552 -1.8% | JPY 29.7339 -1.8% | |
| 4901.T (FUJIFILM Holdings Corporation) | 12,500 | JPY 266,769 -1.2% | JPY 21.3415 -1.2% | |
| ENTG (Entegris Inc) | 2,721 | USD 266,250 -1.7% | USD 97.8501 -1.7% | |
| FLEX (Flex Ltd) | 4,333 | USD 265,873 -1.1% | USD 61.36 -1.1% | |
| CRDO (Credo Technology Group Holding Ltd) | 1,810 | USD 255,210 6.1% | USD 141 6.1% | |
| TWLO (Twilio Inc) | 1,753 | USD 250,504 2.5% | USD 142.9 2.5% | |
| 6971.T (Kyocera Corporation) | 17,000 | JPY 243,245 -0.7% | JPY 14.3085 -0.7% | |
| PTC (PTC Inc) | 1,390 | USD 242,652 -0.3% | USD 174.57 -0.3% | |
| HPQ (HP Inc) | 10,811 | USD 228,004 -4.8% | USD 21.09 -4.8% | |
| 6920.T (Lasertec Corporation) | 1,100 | JPY 225,349 -2.1% | JPY 204.863 -2.1% | |
| ZM (Zoom Video Communications Inc) | 2,600 | USD 225,238 1.0% | USD 86.63 1.0% | |
| TRMB (Trimble Inc) | 2,751 | USD 220,575 -1.7% | USD 80.1799 -1.7% | |
| VRSN (VeriSign Inc) | 888 | USD 216,477 -1.0% | USD 243.78 -1.0% | |
| CHKP (Check Point Software Technologies Ltd) | 1,129 | USD 214,013 1.9% | USD 189.56 1.9% | |
| 4768.T (Otsuka Corporation) | 10,400 | JPY 213,323 0.6% | JPY 20.5118 0.6% | |
| GIB-A.TO (CGI Inc) | 2,267 | CAD 209,147 -0.8% | CAD 92.2572 -0.8% | |
| GDDY (Godaddy Inc) | 1,768 | USD 207,705 -2.0% | USD 117.48 -2.0% | |
| TYL (Tyler Technologies Inc) | 461 | USD 206,634 1.0% | USD 448.23 1.0% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 2,000 | JPY 204,097 -0.6% | JPY 102.049 -0.6% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 193,912 0.2% | JPY 80.7967 0.2% | |
| BESI.AS (BE Semiconductor Industries NV) | 1,042 | EUR 193,426 -1.4% | EUR 185.63 -1.4% | |
| SMCI (Super Micro Computer Inc) | 6,313 | USD 189,453 -1.7% | USD 30.01 -1.7% | |
| 4684.T (OBIC Co.,Ltd.) | 5,800 | JPY 180,970 -0.5% | JPY 31.2017 -0.5% | |
| HLMA.L (Halma PLC) | 3,622 | GBP 178,691 1.0% | GBP 49.3349 1.0% | |
| IONQ (IONQ Inc) | 3,421 | USD 170,297 -1.9% | USD 49.7799 -1.9% | |
| ZBRA (Zebra Technologies Corporation) | 673 | USD 166,204 -4.1% | USD 246.96 -4.1% | |
| BSY (Bentley Systems Inc) | 4,144 | USD 164,475 0.7% | USD 39.6899 0.7% | |
| IOT (Samsara Inc) | 4,389 | USD 159,365 3.9% | USD 36.3101 3.9% | |
| 3626.T (TIS Inc.) | 4,600 | JPY 152,805 -0.8% | JPY 33.2185 -0.8% | |
| DSG.TO (Descartes Systems Group Inc) | 1,752 | CAD 150,561 0.3% | CAD 85.9366 0.3% | |
| NEM.DE (Nemetschek SE) | 1,324 | EUR 143,239 1.6% | EUR 108.187 1.6% | |
| 7701.T (Shimadzu Corporation) | 5,100 | JPY 138,135 -0.1% | JPY 27.0853 -0.1% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 129,350 1.0% | JPY 41.7258 1.0% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 1,118,564 | USD 209,439,923 -0.5% | USD 187.24 -0.5% | |
| AAPL (Apple Inc) | 610,559 | USD 160,186,259 -1.8% | USD 262.36 -1.8% | |
| MSFT (Microsoft Corporation) | 283,018 | USD 135,426,943 1.2% | USD 478.51 1.2% | |
| AVGO (Broadcom Inc) | 204,154 | USD 70,182,021 0.1% | USD 343.77 0.1% | |
| ASML.AS (ASML Holding NV) | 29,346 | EUR 36,416,790 0.7% | EUR 1240.95 0.7% | |
| SAP.DE (SAP SE) | 96,848 | EUR 22,886,895 -2.1% | EUR 236.318 -2.1% | |
| NOW (ServiceNow Inc) | 122,012 | USD 18,156,606 0.8% | USD 148.81 0.8% | |
| INTU (Intuit Inc) | 26,404 | USD 17,088,669 2.1% | USD 647.2 2.1% | |
| ADBE (Adobe Systems Incorporated) | 47,637 | USD 16,005,556 1.3% | USD 335.99 1.3% | |
| LRCX (Lam Research Corp) | 77,096 | USD 15,955,788 6.3% | USD 206.96 6.3% | |
| PANW (Palo Alto Networks Inc) | 79,450 | USD 14,766,577 2.1% | USD 185.86 2.1% | |
| ADSK (Autodesk Inc) | 50,301 | USD 14,746,744 1.6% | USD 293.17 1.6% | |
| NXPI (NXP Semiconductors NV) | 59,528 | USD 14,640,912 9.9% | USD 245.95 9.9% | |
| SNPS (Synopsys Inc) | 23,734 | USD 12,075,147 3.0% | USD 508.77 3.0% | |
| MU (Micron Technology Inc) | 32,918 | USD 11,305,029 10.0% | USD 343.43 10.0% | |
| 6702.T (Fujitsu Limited) | 406,800 | JPY 11,275,103 0.7% | JPY 27.7166 0.7% | |
| ORCL (Oracle Corporation) | 56,611 | USD 10,968,381 0.6% | USD 193.75 0.6% | |
| CDNS (Cadence Design Systems Inc) | 34,080 | USD 10,722,931 4.5% | USD 314.64 4.5% | |
| ADI (Analog Devices Inc) | 31,806 | USD 9,317,250 5.6% | USD 292.94 5.6% | |
| 6701.T (NEC Corporation) | 249,100 | JPY 9,045,455 4.6% | JPY 36.3125 4.6% | |
| CRM (Salesforce.com Inc) | 33,384 | USD 8,776,654 2.6% | USD 262.9 2.6% | |
| 8035.T (Tokyo Electron Limited) | 35,400 | JPY 8,443,912 1.1% | JPY 238.529 1.1% | |
| INTC (Intel Corporation) | 203,514 | USD 8,148,701 1.7% | USD 40.04 1.7% | |
| PLTR (Palantir Technologies Inc) | 44,840 | USD 8,058,196 3.3% | USD 179.71 3.3% | |
| IFX.DE (Infineon Technologies AG) | 155,419 | EUR 7,602,867 4.7% | EUR 48.9185 4.7% | |
| HPE (Hewlett Packard Enterprise Co) | 309,947 | USD 7,373,639 -1.4% | USD 23.79 -1.4% | |
| SHOP.TO (Shopify Inc) | 42,605 | CAD 7,201,280 1.5% | CAD 169.024 1.5% | |
| NTAP (NetApp Inc) | 47,314 | USD 5,044,619 1.5% | USD 106.62 1.5% | |
| ACN (Accenture plc) | 18,204 | USD 5,023,030 4.5% | USD 275.93 4.5% | |
| NOKIA.HE (Nokia Oyj) | 730,796 | EUR 4,755,768 -0.1% | EUR 6.50765 -0.1% | |
| HUBS (HubSpot Inc) | 11,602 | USD 4,594,392 4.3% | USD 396 4.3% | |
| DSY.PA (Dassault Systemes SE) | 158,680 | EUR 4,381,830 -1.8% | EUR 27.6143 -1.8% | |
| IT (Gartner Inc) | 17,870 | USD 4,374,219 2.3% | USD 244.78 2.3% | |
| MRVL (Marvell Technology Group Ltd) | 44,369 | USD 3,914,677 -2.2% | USD 88.23 -2.2% | |
| FFIV (F5 Networks Inc) | 13,555 | USD 3,668,525 -0.5% | USD 270.64 -0.5% | |
| FTNT (Fortinet Inc) | 46,363 | USD 3,636,714 0.6% | USD 78.44 0.6% | |
| 4307.T (Nomura Research Institute, Ltd.) | 89,000 | JPY 3,514,302 2.7% | JPY 39.4865 2.7% | |
| CSCO (Cisco Systems Inc) | 46,615 | USD 3,506,846 -0.5% | USD 75.23 -0.5% | |
| TXN (Texas Instruments Incorporated) | 18,038 | USD 3,465,100 8.4% | USD 192.1 8.4% | |
| SGE.L (Sage Group PLC) | 228,308 | GBP 3,287,162 0.3% | GBP 14.3979 0.3% | |
| ANET (Arista Networks) | 23,701 | USD 3,142,279 -3.4% | USD 132.58 -3.4% | |
| NTNX (Nutanix Inc) | 60,224 | USD 3,135,864 3.0% | USD 52.07 3.0% | |
| DT (Dynatrace Holdings LLC) | 72,083 | USD 3,079,386 0.2% | USD 42.72 0.2% | |
| DOCU (DocuSign Inc) | 45,965 | USD 2,996,458 1.3% | USD 65.19 1.3% | |
| STMPA.PA (STMicroelectronics NV) | 81,833 | EUR 2,394,233 5.2% | EUR 29.2575 5.2% | |
| QCOM (Qualcomm Incorporated) | 12,648 | USD 2,307,628 3.5% | USD 182.45 3.5% | |
| KLAC (KLA-Tencor Corporation) | 1,565 | USD 2,183,175 3.1% | USD 1395 3.1% | |
| CLS.TO (Celestica Inc.) | 6,627 | CAD 2,024,877 4.0% | CAD 305.55 4.0% | |
| OTEX.TO (Open Text Corp) | 60,413 | CAD 1,952,850 0.4% | CAD 32.325 0.4% | |
| 6841.T (Yokogawa Electric Corporation) | 53,500 | JPY 1,788,288 1.4% | JPY 33.4259 1.4% | |
| APP (Applovin Corp) | 2,662 | USD 1,643,093 -2.5% | USD 617.24 -2.5% | |
| MDB (MongoDB) | 3,616 | USD 1,576,070 3.6% | USD 435.86 3.6% | |
| MNDY (Monday.Com Ltd) | 10,154 | USD 1,491,724 2.9% | USD 146.91 2.9% | |
| 6857.T (Advantest Corporation) | 10,600 | JPY 1,459,163 1.8% | JPY 137.657 1.8% | |
| CRWD (Crowdstrike Holdings Inc) | 3,043 | USD 1,394,668 0.4% | USD 458.32 0.4% | |
| 6861.T (Keyence Corporation) | 2,600 | JPY 948,941 -0.1% | JPY 364.977 -0.1% | |
| SNOW (Snowflake Inc.) | 3,622 | USD 849,468 4.5% | USD 234.53 4.5% | |
| CIEN (Ciena Corp) | 3,306 | USD 840,352 10.1% | USD 254.19 10.1% | |
| TEL (TE Connectivity Ltd) | 3,503 | USD 810,279 0.0% | USD 231.31 0.0% | |
| CSU.TO (Constellation Software Inc.) | 254 | CAD 600,079 1.3% | CAD 2362.52 1.3% | |
| MPWR (Monolithic Power Systems Inc) | 532 | USD 534,862 5.3% | USD 1005.38 5.3% | |
| WDAY (Workday Inc) | 2,537 | USD 533,531 0.7% | USD 210.3 0.7% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 5,856 | USD 495,535 3.7% | USD 84.62 3.7% | |
| ZS (Zscaler Inc) | 2,164 | USD 480,473 -0.3% | USD 222.03 -0.3% | |
| DELL (Dell Technologies Inc) | 3,847 | USD 476,759 -0.1% | USD 123.93 -0.1% | |
| FICO (Fair Isaac Corporation) | 295 | USD 471,988 -3.2% | USD 1599.96 -3.2% | |
| MSTR (MicroStrategy Incorporated) | 2,982 | USD 471,067 -4.1% | USD 157.97 -4.1% | |
| MCHP (Microchip Technology Inc) | 6,193 | USD 463,670 11.6% | USD 74.87 11.6% | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 21,200 | JPY 451,119 0.1% | JPY 21.2792 0.1% | |
| 6146.T (Disco Corporation) | 1,300 | JPY 449,979 6.1% | JPY 346.138 6.1% | |
| DDOG (Datadog Inc) | 3,195 | USD 438,035 2.6% | USD 137.1 2.6% | |
| TER (Teradyne Inc) | 1,854 | USD 424,269 4.3% | USD 228.84 4.3% | |
| ASM.AS (ASM International NV) | 546 | EUR 399,381 8.4% | EUR 731.467 8.4% | |
| FSLR (First Solar Inc) | 1,343 | USD 360,972 -1.2% | USD 268.78 -1.2% | |
| 6762.T (TDK Corporation) | 23,900 | JPY 342,584 -0.2% | JPY 14.3341 -0.2% | |
| CAP.PA (Capgemini SE) | 1,803 | EUR 301,979 -0.5% | EUR 167.487 -0.5% | |
| ON (ON Semiconductor Corporation) | 4,886 | USD 301,759 5.2% | USD 61.7599 5.2% | |
| OKTA (Okta Inc) | 3,261 | USD 294,664 3.0% | USD 90.36 3.0% | |
| 7751.T (Canon Inc.) | 9,200 | JPY 278,612 0.3% | JPY 30.2839 0.3% | |
| PSTG (Pure Storage Inc) | 4,012 | USD 276,948 -0.9% | USD 69.0299 -0.9% | |
| ENTG (Entegris Inc) | 2,721 | USD 270,903 6.7% | USD 99.5601 6.7% | |
| 4901.T (FUJIFILM Holdings Corporation) | 12,500 | JPY 269,901 -0.6% | JPY 21.5921 -0.6% | |
| FLEX (Flex Ltd) | 4,333 | USD 268,841 0.5% | USD 62.045 0.5% | |
| 6723.T (Renesas Electronics Corporation) | 18,300 | JPY 268,800 3.4% | JPY 14.6885 3.4% | |
| 6971.T (Kyocera Corporation) | 17,000 | JPY 245,036 1.1% | JPY 14.4139 1.1% | |
| TWLO (Twilio Inc) | 1,753 | USD 244,333 2.3% | USD 139.38 2.3% | |
| PTC (PTC Inc) | 1,390 | USD 243,264 1.1% | USD 175.01 1.1% | |
| CRDO (Credo Technology Group Holding Ltd) | 1,810 | USD 240,640 -5.2% | USD 132.95 -5.2% | |
| HPQ (HP Inc) | 10,811 | USD 239,464 2.3% | USD 22.15 2.3% | |
| 6920.T (Lasertec Corporation) | 1,100 | JPY 230,137 3.3% | JPY 209.215 3.3% | |
| TRMB (Trimble Inc) | 2,751 | USD 224,344 2.9% | USD 81.55 2.9% | |
| ZM (Zoom Video Communications Inc) | 2,600 | USD 222,976 -0.9% | USD 85.76 -0.9% | |
| VRSN (VeriSign Inc) | 888 | USD 218,626 2.9% | USD 246.2 2.9% | |
| 4768.T (Otsuka Corporation) | 10,400 | JPY 212,071 -0.2% | JPY 20.3914 -0.2% | |
| GDDY (Godaddy Inc) | 1,768 | USD 211,842 1.0% | USD 119.82 1.0% | |
| GIB-A.TO (CGI Inc) | 2,267 | CAD 210,797 2.0% | CAD 92.985 2.0% | |
| CHKP (Check Point Software Technologies Ltd) | 1,129 | USD 210,005 0.5% | USD 186.01 0.5% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 2,000 | JPY 205,256 0.4% | JPY 102.628 0.4% | |
| TYL (Tyler Technologies Inc) | 461 | USD 204,527 0.6% | USD 443.659 0.6% | |
| BESI.AS (BE Semiconductor Industries NV) | 1,042 | EUR 196,093 4.6% | EUR 188.189 4.6% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 193,582 -0.4% | JPY 80.6592 -0.4% | |
| SMCI (Super Micro Computer Inc) | 6,313 | USD 192,799 1.6% | USD 30.54 1.6% | |
| 4684.T (OBIC Co.,Ltd.) | 5,800 | JPY 181,943 0.3% | JPY 31.3695 0.3% | |
| HLMA.L (Halma PLC) | 3,622 | GBP 176,995 1.8% | GBP 48.8666 1.8% | |
| IONQ (IONQ Inc) | 3,421 | USD 173,650 4.2% | USD 50.76 4.2% | |
| ZBRA (Zebra Technologies Corporation) | 673 | USD 173,372 2.0% | USD 257.611 2.0% | |
| BSY (Bentley Systems Inc) | 4,144 | USD 163,356 3.5% | USD 39.4199 3.5% | |
| 3626.T (TIS Inc.) | 4,600 | JPY 153,994 1.3% | JPY 33.477 1.3% | |
| IOT (Samsara Inc) | 4,389 | USD 153,439 2.0% | USD 34.9599 2.0% | |
| DSG.TO (Descartes Systems Group Inc) | 1,752 | CAD 150,162 1.4% | CAD 85.7089 1.4% | |
| NEM.DE (Nemetschek SE) | 1,324 | EUR 140,996 -1.8% | EUR 106.492 -1.8% | |
| 7701.T (Shimadzu Corporation) | 5,100 | JPY 138,260 0.9% | JPY 27.1098 0.9% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 128,090 0.5% | JPY 41.3194 0.5% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 1,118,564 -1.1% | USD 210,424,260 -1.5% | USD 188.12 -0.4% | |
| AAPL (Apple Inc) | 610,559 -1.1% | USD 163,177,998 -2.5% | USD 267.26 -1.4% | |
| MSFT (Microsoft Corporation) | 283,018 -1.1% | USD 133,825,061 -1.1% | USD 472.85 0.0% | |
| AVGO (Broadcom Inc) | 204,154 -1.1% | USD 70,110,567 -2.3% | USD 343.42 -1.2% | |
| ASML.AS (ASML Holding NV) | 29,346 -1.1% | EUR 36,175,341 5.2% | EUR 1232.72 6.4% | |
| SAP.DE (SAP SE) | 96,848 -1.1% | EUR 23,373,954 0.6% | EUR 241.347 1.7% | |
| NOW (ServiceNow Inc) | 122,012 -1.1% | USD 18,008,971 -1.0% | USD 147.6 0.1% | |
| INTU (Intuit Inc) | 26,404 -1.1% | USD 16,735,911 -0.4% | USD 633.84 0.7% | |
| ADBE (Adobe Systems Incorporated) | 47,637 -1.1% | USD 15,794,524 -1.6% | USD 331.56 -0.5% | |
| LRCX (Lam Research Corp) | 77,096 -1.1% | USD 15,015,217 4.1% | USD 194.76 5.2% | |
| ADSK (Autodesk Inc) | 50,301 -1.1% | USD 14,519,887 -0.4% | USD 288.66 0.7% | |
| PANW (Palo Alto Networks Inc) | 79,450 -1.1% | USD 14,469,434 0.4% | USD 182.12 1.5% | |
| NXPI (NXP Semiconductors NV) | 59,528 -1.1% | USD 13,327,129 0.1% | USD 223.88 1.2% | |
| SNPS (Synopsys Inc) | 23,734 -1.1% | USD 11,729,105 1.8% | USD 494.19 2.9% | |
| 6702.T (Fujitsu Limited) | 406,800 -1.1% | JPY 11,194,567 -1.6% | JPY 27.5186 -0.5% | |
| ORCL (Oracle Corporation) | 56,611 -1.1% | USD 10,902,712 -2.7% | USD 192.59 -1.6% | |
| MU (Micron Technology Inc) | 32,918 -1.1% | USD 10,275,354 -2.1% | USD 312.15 -1.0% | |
| CDNS (Cadence Design Systems Inc) | 34,080 -1.1% | USD 10,265,578 -4.0% | USD 301.22 -3.0% | |
| ADI (Analog Devices Inc) | 31,806 -1.1% | USD 8,819,486 0.2% | USD 277.29 1.3% | |
| 6701.T (NEC Corporation) | 249,100 -1.1% | JPY 8,644,566 1.2% | JPY 34.7032 2.3% | |
| CRM (Salesforce.com Inc) | 33,384 -1.1% | USD 8,554,984 -0.1% | USD 256.26 1.0% | |
| 8035.T (Tokyo Electron Limited) | 35,400 -1.1% | JPY 8,348,961 6.4% | JPY 235.846 7.6% | |
| INTC (Intel Corporation) | 203,514 -1.1% | USD 8,012,346 -1.1% | USD 39.37 0.0% | |
| PLTR (Palantir Technologies Inc) | 44,840 -1.1% | USD 7,803,954 2.6% | USD 174.04 3.7% | |
| HPE (Hewlett Packard Enterprise Co) | 309,947 -1.1% | USD 7,479,021 -1.3% | USD 24.13 -0.2% | |
| IFX.DE (Infineon Technologies AG) | 155,419 -1.1% | EUR 7,260,035 2.7% | EUR 46.7127 3.9% | |
| SHOP.TO (Shopify Inc) | 42,605 -1.1% | CAD 7,098,303 4.6% | CAD 166.607 5.8% | |
| NTAP (NetApp Inc) | 47,314 -1.1% | USD 4,971,755 -2.4% | USD 105.08 -1.3% | |
| ACN (Accenture plc) | 18,204 -1.1% | USD 4,805,492 0.4% | USD 263.98 1.6% | |
| NOKIA.HE (Nokia Oyj) | 730,796 -1.1% | EUR 4,759,224 -0.8% | EUR 6.51238 0.3% | |
| DSY.PA (Dassault Systemes SE) | 158,680 -1.1% | EUR 4,463,020 1.2% | EUR 28.1259 2.3% | |
| HUBS (HubSpot Inc) | 11,602 -1.1% | USD 4,404,351 -1.8% | USD 379.62 -0.7% | |
| IT (Gartner Inc) | 17,870 -1.1% | USD 4,277,542 -0.1% | USD 239.37 1.0% | |
| MRVL (Marvell Technology Group Ltd) | 44,369 -1.1% | USD 4,003,415 -0.2% | USD 90.23 0.9% | |
| FFIV (F5 Networks Inc) | 13,555 -1.1% | USD 3,687,773 4.9% | USD 272.06 6.0% | |
| FTNT (Fortinet Inc) | 46,363 -1.1% | USD 3,613,532 -1.0% | USD 77.94 0.1% | |
| CSCO (Cisco Systems Inc) | 46,615 -1.1% | USD 3,523,162 -1.7% | USD 75.58 -0.6% | |
| 4307.T (Nomura Research Institute, Ltd.) | 89,000 -1.1% | JPY 3,423,361 -1.1% | JPY 38.4647 0.0% | |
| SGE.L (Sage Group PLC) | 228,308 -1.1% | GBP 3,278,725 0.2% | GBP 14.361 1.3% | |
| ANET (Arista Networks) | 23,701 -1.1% | USD 3,251,540 1.6% | USD 137.19 2.7% | |
| TXN (Texas Instruments Incorporated) | 18,038 -1.1% | USD 3,195,792 -1.3% | USD 177.17 -0.2% | |
| DT (Dynatrace Holdings LLC) | 72,083 -1.1% | USD 3,072,898 -0.4% | USD 42.63 0.7% | |
| NTNX (Nutanix Inc) | 60,224 -1.1% | USD 3,044,925 -1.2% | USD 50.56 -0.1% | |
| DOCU (DocuSign Inc) | 45,965 -1.1% | USD 2,957,388 -1.9% | USD 64.34 -0.8% | |
| STMPA.PA (STMicroelectronics NV) | 81,833 -1.1% | EUR 2,274,809 -0.2% | EUR 27.7982 0.9% | |
| QCOM (Qualcomm Incorporated) | 12,648 -1.1% | USD 2,229,969 0.8% | USD 176.31 1.9% | |
| KLAC (KLA-Tencor Corporation) | 1,565 -1.1% | USD 2,116,584 5.0% | USD 1352.45 6.1% | |
| CLS.TO (Celestica Inc.) | 6,627 -1.1% | CAD 1,947,297 -3.8% | CAD 293.843 -2.8% | |
| OTEX.TO (Open Text Corp) | 60,413 -1.1% | CAD 1,945,731 0.2% | CAD 32.2072 1.4% | |
| 6841.T (Yokogawa Electric Corporation) | 53,500 -1.1% | JPY 1,763,004 1.7% | JPY 32.9533 2.9% | |
| APP (Applovin Corp) | 2,662 -1.1% | USD 1,684,806 1.2% | USD 632.91 2.4% | |
| MDB (MongoDB) | 3,616 -1.1% | USD 1,521,685 4.1% | USD 420.82 5.3% | |
| MNDY (Monday.Com Ltd) | 10,154 -1.1% | USD 1,449,687 -1.6% | USD 142.77 -0.5% | |
| 6857.T (Advantest Corporation) | 10,600 -0.9% | JPY 1,433,439 6.8% | JPY 135.23 7.8% | |
| CRWD (Crowdstrike Holdings Inc) | 3,043 -1.1% | USD 1,389,282 -0.5% | USD 456.55 0.7% | |
| 6861.T (Keyence Corporation) | 2,600 | JPY 949,440 0.9% | JPY 365.169 0.9% | |
| SNOW (Snowflake Inc.) | 3,622 -1.1% | USD 812,632 2.3% | USD 224.36 3.5% | |
| TEL (TE Connectivity Ltd) | 3,503 -1.2% | USD 810,594 -1.9% | USD 231.4 -0.8% | |
| CIEN (Ciena Corp) | 3,306 -1.1% | USD 763,355 -7.2% | USD 230.9 -6.2% | |
| CSU.TO (Constellation Software Inc.) | 254 -1.2% | CAD 592,631 -2.3% | CAD 2333.19 -1.1% | |
| WDAY (Workday Inc) | 2,537 -1.2% | USD 529,979 0.3% | USD 208.9 1.5% | |
| MPWR (Monolithic Power Systems Inc) | 532 -1.1% | USD 508,076 0.9% | USD 955.03 2.0% | |
| MSTR (MicroStrategy Incorporated) | 2,982 -1.2% | USD 491,195 3.6% | USD 164.72 4.8% | |
| FICO (Fair Isaac Corporation) | 295 -1.0% | USD 487,777 -0.4% | USD 1653.48 0.6% | |
| ZS (Zscaler Inc) | 2,164 -1.2% | USD 482,053 -0.2% | USD 222.76 1.0% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 5,856 -1.2% | USD 478,025 -0.8% | USD 81.63 0.4% | |
| DELL (Dell Technologies Inc) | 3,847 -1.2% | USD 477,066 -4.1% | USD 124.01 -3.0% | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 21,200 -0.9% | JPY 450,848 1.6% | JPY 21.2664 2.6% | |
| DDOG (Datadog Inc) | 3,195 -1.2% | USD 426,980 -1.3% | USD 133.64 -0.1% | |
| 6146.T (Disco Corporation) | 1,300 | JPY 424,242 6.1% | JPY 326.34 6.1% | |
| MCHP (Microchip Technology Inc) | 6,193 -1.2% | USD 415,303 1.9% | USD 67.0601 3.1% | |
| TER (Teradyne Inc) | 1,854 -1.2% | USD 406,953 4.5% | USD 219.5 5.8% | |
| ASM.AS (ASM International NV) | 546 -1.3% | EUR 368,485 2.4% | EUR 674.881 3.7% | |
| FSLR (First Solar Inc) | 1,343 -1.3% | USD 365,296 -2.1% | USD 272 -0.9% | |
| 6762.T (TDK Corporation) | 23,900 -1.2% | JPY 343,424 0.5% | JPY 14.3692 1.8% | |
| CAP.PA (Capgemini SE) | 1,803 -1.3% | EUR 303,570 0.5% | EUR 168.369 1.8% | |
| ON (ON Semiconductor Corporation) | 4,886 -1.3% | USD 286,759 2.2% | USD 58.6899 3.5% | |
| OKTA (Okta Inc) | 3,261 -1.3% | USD 286,022 3.5% | USD 87.7099 4.9% | |
| PSTG (Pure Storage Inc) | 4,012 -1.3% | USD 279,476 -0.3% | USD 69.66 0.9% | |
| 7751.T (Canon Inc.) | 9,200 -1.1% | JPY 277,907 1.0% | JPY 30.2073 2.1% | |
| 4901.T (FUJIFILM Holdings Corporation) | 12,500 -0.8% | JPY 271,418 0.9% | JPY 21.7134 1.7% | |
| FLEX (Flex Ltd) | 4,333 -1.3% | USD 267,563 -4.3% | USD 61.7501 -3.0% | |
| 6723.T (Renesas Electronics Corporation) | 18,300 -1.1% | JPY 260,034 2.8% | JPY 14.2095 4.0% | |
| CRDO (Credo Technology Group Holding Ltd) | 1,810 -1.3% | USD 253,834 -3.4% | USD 140.24 -2.1% | |
| ENTG (Entegris Inc) | 2,721 -1.3% | USD 253,815 2.8% | USD 93.28 4.2% | |
| 6971.T (Kyocera Corporation) | 17,000 -1.2% | JPY 242,268 0.4% | JPY 14.2511 1.6% | |
| PTC (PTC Inc) | 1,390 -1.3% | USD 240,623 0.5% | USD 173.11 1.8% | |
| TWLO (Twilio Inc) | 1,753 -1.2% | USD 238,829 -2.8% | USD 136.24 -1.5% | |
| HPQ (HP Inc) | 10,811 -1.3% | USD 234,166 -3.3% | USD 21.66 -2.1% | |
| ZM (Zoom Video Communications Inc) | 2,600 -1.3% | USD 224,978 2.6% | USD 86.53 3.9% | |
| 6920.T (Lasertec Corporation) | 1,100 | JPY 222,761 7.0% | JPY 202.51 7.0% | |
| TRMB (Trimble Inc) | 2,751 -1.3% | USD 218,072 -0.1% | USD 79.2701 1.2% | |
| 4768.T (Otsuka Corporation) | 10,400 -1.0% | JPY 212,470 -2.0% | JPY 20.4298 -1.0% | |
| VRSN (VeriSign Inc) | 888 -1.3% | USD 212,454 -1.9% | USD 239.25 -0.5% | |
| GDDY (Godaddy Inc) | 1,768 -1.2% | USD 209,667 -1.2% | USD 118.59 0.1% | |
| CHKP (Check Point Software Technologies Ltd) | 1,129 -1.2% | USD 208,978 1.0% | USD 185.1 2.2% | |
| GIB-A.TO (CGI Inc) | 2,267 -1.3% | CAD 206,691 -1.4% | CAD 91.1738 -0.1% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 2,000 | JPY 204,362 5.0% | JPY 102.181 5.0% | |
| TYL (Tyler Technologies Inc) | 461 -1.3% | USD 203,347 -0.1% | USD 441.1 1.2% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 194,271 -3.9% | JPY 80.9463 -3.9% | |
| SMCI (Super Micro Computer Inc) | 6,313 -1.3% | USD 189,832 -4.1% | USD 30.07 -2.9% | |
| BESI.AS (BE Semiconductor Industries NV) | 1,042 -1.2% | EUR 187,515 1.4% | EUR 179.957 2.7% | |
| 4684.T (OBIC Co.,Ltd.) | 5,800 -1.7% | JPY 181,388 -2.2% | JPY 31.2738 -0.5% | |
| HLMA.L (Halma PLC) | 3,622 -1.3% | GBP 173,923 0.3% | GBP 48.0185 1.6% | |
| ZBRA (Zebra Technologies Corporation) | 673 -1.2% | USD 170,027 0.6% | USD 252.64 1.7% | |
| IONQ (IONQ Inc) | 3,421 -1.3% | USD 166,637 2.8% | USD 48.71 4.1% | |
| BSY (Bentley Systems Inc) | 4,144 -1.3% | USD 157,762 -1.5% | USD 38.07 -0.2% | |
| 3626.T (TIS Inc.) | 4,600 -2.1% | JPY 152,085 -3.6% | JPY 33.062 -1.5% | |
| IOT (Samsara Inc) | 4,389 -1.3% | USD 150,455 -0.2% | USD 34.28 1.1% | |
| DSG.TO (Descartes Systems Group Inc) | 1,752 -1.2% | CAD 148,153 -2.0% | CAD 84.5622 -0.8% | |
| NEM.DE (Nemetschek SE) | 1,324 -1.3% | EUR 143,577 0.8% | EUR 108.442 2.2% | |
| 7701.T (Shimadzu Corporation) | 5,100 -1.9% | JPY 136,990 -1.0% | JPY 26.8608 0.9% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 127,417 -1.0% | JPY 41.1023 -1.0% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 1,130,805 | USD 213,552,524 1.3% | USD 188.85 1.3% | |
| AAPL (Apple Inc) | 617,241 | USD 167,278,483 -0.3% | USD 271.01 -0.3% | |
| MSFT (Microsoft Corporation) | 286,115 | USD 135,315,228 -2.2% | USD 472.94 -2.2% | |
| AVGO (Broadcom Inc) | 206,389 | USD 71,744,944 0.4% | USD 347.62 0.4% | |
| ASML.AS (ASML Holding NV) | 29,667 | EUR 34,385,550 7.1% | EUR 1159.05 7.1% | |
| SAP.DE (SAP SE) | 97,910 | EUR 23,236,152 -3.0% | EUR 237.322 -3.0% | |
| NOW (ServiceNow Inc) | 123,350 | USD 18,187,958 -3.7% | USD 147.45 -3.7% | |
| INTU (Intuit Inc) | 26,693 | USD 16,802,176 -5.0% | USD 629.46 -5.0% | |
| ADBE (Adobe Systems Incorporated) | 48,159 | USD 16,051,395 -4.8% | USD 333.3 -4.8% | |
| ADSK (Autodesk Inc) | 50,853 | USD 14,581,081 -3.1% | USD 286.73 -3.1% | |
| LRCX (Lam Research Corp) | 77,943 | USD 14,424,132 8.1% | USD 185.06 8.1% | |
| PANW (Palo Alto Networks Inc) | 80,322 | USD 14,407,357 -2.6% | USD 179.37 -2.6% | |
| NXPI (NXP Semiconductors NV) | 60,182 | USD 13,317,073 1.9% | USD 221.28 1.9% | |
| SNPS (Synopsys Inc) | 23,994 | USD 11,527,197 2.3% | USD 480.42 2.3% | |
| 6702.T (Fujitsu Limited) | 411,300 | JPY 11,370,934 0.1% | JPY 27.6463 0.1% | |
| ORCL (Oracle Corporation) | 57,233 | USD 11,201,070 0.4% | USD 195.71 0.4% | |
| CDNS (Cadence Design Systems Inc) | 34,454 | USD 10,694,522 -0.7% | USD 310.4 -0.7% | |
| MU (Micron Technology Inc) | 33,280 | USD 10,497,178 10.5% | USD 315.42 10.5% | |
| ADI (Analog Devices Inc) | 32,156 | USD 8,802,383 0.9% | USD 273.74 0.9% | |
| CRM (Salesforce.com Inc) | 33,751 | USD 8,559,929 -4.3% | USD 253.62 -4.3% | |
| 6701.T (NEC Corporation) | 251,800 | JPY 8,538,864 0.1% | JPY 33.9113 0.1% | |
| INTC (Intel Corporation) | 205,757 | USD 8,102,711 6.7% | USD 39.38 6.7% | |
| 8035.T (Tokyo Electron Limited) | 35,800 | JPY 7,846,575 0.1% | JPY 219.178 0.1% | |
| PLTR (Palantir Technologies Inc) | 45,334 | USD 7,609,765 -5.6% | USD 167.86 -5.6% | |
| HPE (Hewlett Packard Enterprise Co) | 313,362 | USD 7,573,960 0.6% | USD 24.17 0.6% | |
| IFX.DE (Infineon Technologies AG) | 157,132 | EUR 7,065,773 1.5% | EUR 44.9671 1.5% | |
| SHOP.TO (Shopify Inc) | 43,075 | CAD 6,783,838 -2.3% | CAD 157.489 -2.3% | |
| NTAP (NetApp Inc) | 47,837 | USD 5,093,205 -0.6% | USD 106.47 -0.6% | |
| NOKIA.HE (Nokia Oyj) | 738,882 | EUR 4,796,474 -0.8% | EUR 6.49153 -0.8% | |
| ACN (Accenture plc) | 18,405 | USD 4,784,380 -3.1% | USD 259.95 -3.1% | |
| HUBS (HubSpot Inc) | 11,730 | USD 4,483,558 -4.8% | USD 382.23 -4.8% | |
| DSY.PA (Dassault Systemes SE) | 160,437 | EUR 4,411,778 -1.8% | EUR 27.4985 -1.8% | |
| IT (Gartner Inc) | 18,067 | USD 4,282,421 -6.0% | USD 237.03 -6.0% | |
| MRVL (Marvell Technology Group Ltd) | 44,861 | USD 4,010,125 5.2% | USD 89.39 5.2% | |
| FTNT (Fortinet Inc) | 46,878 | USD 3,650,859 -1.9% | USD 77.88 -1.9% | |
| CSCO (Cisco Systems Inc) | 47,133 | USD 3,583,993 -1.3% | USD 76.04 -1.3% | |
| FFIV (F5 Networks Inc) | 13,705 | USD 3,517,114 0.5% | USD 256.63 0.5% | |
| 4307.T (Nomura Research Institute, Ltd.) | 90,000 | JPY 3,460,676 0.1% | JPY 38.452 0.1% | |
| SGE.L (Sage Group PLC) | 230,846 | GBP 3,272,242 -2.7% | GBP 14.175 -2.7% | |
| TXN (Texas Instruments Incorporated) | 18,238 | USD 3,237,610 2.3% | USD 177.52 2.3% | |
| ANET (Arista Networks) | 23,965 | USD 3,201,724 2.0% | USD 133.6 2.0% | |
| DT (Dynatrace Holdings LLC) | 72,886 | USD 3,086,722 -2.3% | USD 42.35 -2.3% | |
| NTNX (Nutanix Inc) | 60,895 | USD 3,081,287 -2.1% | USD 50.6 -2.1% | |
| DOCU (DocuSign Inc) | 46,477 | USD 3,014,033 -5.2% | USD 64.85 -5.2% | |
| STMPA.PA (STMicroelectronics NV) | 82,750 | EUR 2,279,391 4.5% | EUR 27.5455 4.5% | |
| QCOM (Qualcomm Incorporated) | 12,790 | USD 2,212,414 1.1% | USD 172.98 1.1% | |
| CLS.TO (Celestica Inc.) | 6,701 | CAD 2,024,924 2.0% | CAD 302.182 2.0% | |
| KLAC (KLA-Tencor Corporation) | 1,582 | USD 2,016,212 4.9% | USD 1274.47 4.9% | |
| OTEX.TO (Open Text Corp) | 61,092 | CAD 1,941,358 -2.6% | CAD 31.7776 -2.6% | |
| 6841.T (Yokogawa Electric Corporation) | 54,100 | JPY 1,733,024 0.1% | JPY 32.0337 0.1% | |
| APP (Applovin Corp) | 2,692 | USD 1,664,517 -8.2% | USD 618.32 -8.2% | |
| MNDY (Monday.Com Ltd) | 10,269 | USD 1,472,780 -2.8% | USD 143.42 -2.8% | |
| MDB (MongoDB) | 3,657 | USD 1,461,520 -4.8% | USD 399.65 -4.8% | |
| CRWD (Crowdstrike Holdings Inc) | 3,077 | USD 1,395,666 -3.2% | USD 453.58 -3.2% | |
| 6857.T (Advantest Corporation) | 10,700 | JPY 1,341,728 0.1% | JPY 125.395 0.1% | |
| 6861.T (Keyence Corporation) | 2,600 | JPY 941,137 0.1% | JPY 361.976 0.1% | |
| TEL (TE Connectivity Ltd) | 3,544 | USD 826,532 2.5% | USD 233.22 2.5% | |
| CIEN (Ciena Corp) | 3,344 | USD 822,825 5.2% | USD 246.06 5.2% | |
| SNOW (Snowflake Inc.) | 3,664 | USD 794,025 -1.2% | USD 216.71 -1.2% | |
| CSU.TO (Constellation Software Inc.) | 257 | CAD 606,581 -2.0% | CAD 2360.24 -2.0% | |
| WDAY (Workday Inc) | 2,567 | USD 528,263 -4.2% | USD 205.79 -4.2% | |
| MPWR (Monolithic Power Systems Inc) | 538 | USD 503,735 3.3% | USD 936.31 3.3% | |
| DELL (Dell Technologies Inc) | 3,894 | USD 497,653 1.5% | USD 127.8 1.5% | |
| FICO (Fair Isaac Corporation) | 298 | USD 489,694 -2.8% | USD 1643.27 -2.8% | |
| ZS (Zscaler Inc) | 2,190 | USD 483,048 -1.9% | USD 220.57 -1.9% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 5,927 | USD 481,747 -2.1% | USD 81.2801 -2.1% | |
| MSTR (MicroStrategy Incorporated) | 3,018 | USD 474,309 3.4% | USD 157.16 3.4% | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 21,400 | JPY 443,621 0.1% | JPY 20.73 0.1% | |
| DDOG (Datadog Inc) | 3,234 | USD 432,612 -1.6% | USD 133.77 -1.6% | |
| MCHP (Microchip Technology Inc) | 6,270 | USD 407,738 2.1% | USD 65.03 2.1% | |
| 6146.T (Disco Corporation) | 1,300 | JPY 399,917 0.1% | JPY 307.628 0.1% | |
| TER (Teradyne Inc) | 1,877 | USD 389,590 7.2% | USD 207.56 7.2% | |
| FSLR (First Solar Inc) | 1,360 | USD 373,102 5.0% | USD 274.34 5.0% | |
| ASM.AS (ASM International NV) | 553 | EUR 359,891 7.1% | EUR 650.797 7.1% | |
| 6762.T (TDK Corporation) | 24,200 | JPY 341,707 0.1% | JPY 14.1201 0.1% | |
| CAP.PA (Capgemini SE) | 1,826 | EUR 302,025 -1.0% | EUR 165.403 -1.0% | |
| ON (ON Semiconductor Corporation) | 4,950 | USD 280,665 4.7% | USD 56.7 4.7% | |
| PSTG (Pure Storage Inc) | 4,064 | USD 280,457 3.0% | USD 69.0101 3.0% | |
| FLEX (Flex Ltd) | 4,390 | USD 279,555 5.4% | USD 63.68 5.4% | |
| OKTA (Okta Inc) | 3,303 | USD 276,263 -3.3% | USD 83.64 -3.3% | |
| 7751.T (Canon Inc.) | 9,300 | JPY 275,166 0.1% | JPY 29.5877 0.1% | |
| 4901.T (FUJIFILM Holdings Corporation) | 12,600 | JPY 269,083 0.1% | JPY 21.3558 0.1% | |
| CRDO (Credo Technology Group Holding Ltd) | 1,834 | USD 262,665 -0.5% | USD 143.22 -0.5% | |
| 6723.T (Renesas Electronics Corporation) | 18,500 | JPY 252,834 0.1% | JPY 13.6667 0.1% | |
| ENTG (Entegris Inc) | 2,757 | USD 246,917 6.3% | USD 89.56 6.3% | |
| TWLO (Twilio Inc) | 1,775 | USD 245,589 -2.7% | USD 138.36 -2.7% | |
| HPQ (HP Inc) | 10,953 | USD 242,280 -0.7% | USD 22.12 -0.7% | |
| 6971.T (Kyocera Corporation) | 17,200 | JPY 241,273 0.1% | JPY 14.0275 0.1% | |
| PTC (PTC Inc) | 1,408 | USD 239,501 -2.4% | USD 170.1 -2.4% | |
| ZM (Zoom Video Communications Inc) | 2,633 | USD 219,382 -3.4% | USD 83.3202 -3.4% | |
| TRMB (Trimble Inc) | 2,787 | USD 218,306 0.0% | USD 78.3301 0.0% | |
| 4768.T (Otsuka Corporation) | 10,500 | JPY 216,726 0.1% | JPY 20.6406 0.1% | |
| VRSN (VeriSign Inc) | 900 | USD 216,477 -1.0% | USD 240.53 -1.0% | |
| GDDY (Godaddy Inc) | 1,790 | USD 212,151 -4.5% | USD 118.52 -4.5% | |
| GIB-A.TO (CGI Inc) | 2,297 | CAD 209,606 -1.3% | CAD 91.2521 -1.3% | |
| 6920.T (Lasertec Corporation) | 1,100 | JPY 208,254 0.1% | JPY 189.322 0.1% | |
| CHKP (Check Point Software Technologies Ltd) | 1,143 | USD 206,917 -2.4% | USD 181.03 -2.4% | |
| TYL (Tyler Technologies Inc) | 467 | USD 203,533 -4.0% | USD 435.831 -4.0% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 202,165 0.1% | JPY 84.2354 0.1% | |
| SMCI (Super Micro Computer Inc) | 6,395 | USD 197,989 5.8% | USD 30.96 5.8% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 2,000 | JPY 194,655 0.1% | JPY 97.3275 0.1% | |
| 4684.T (OBIC Co.,Ltd.) | 5,900 | JPY 185,457 0.1% | JPY 31.4334 0.1% | |
| BESI.AS (BE Semiconductor Industries NV) | 1,055 | EUR 184,852 11.5% | EUR 175.215 11.5% | |
| HLMA.L (Halma PLC) | 3,670 | GBP 173,408 -0.7% | GBP 47.2501 -0.7% | |
| ZBRA (Zebra Technologies Corporation) | 681 | USD 169,092 2.3% | USD 248.3 2.3% | |
| IONQ (IONQ Inc) | 3,465 | USD 162,058 4.2% | USD 46.77 4.2% | |
| BSY (Bentley Systems Inc) | 4,198 | USD 160,154 0.0% | USD 38.1501 0.0% | |
| 3626.T (TIS Inc.) | 4,700 | JPY 157,792 0.1% | JPY 33.5728 0.1% | |
| DSG.TO (Descartes Systems Group Inc) | 1,774 | CAD 151,191 -3.0% | CAD 85.226 -3.0% | |
| IOT (Samsara Inc) | 4,446 | USD 150,808 -4.3% | USD 33.9199 -4.3% | |
| NEM.DE (Nemetschek SE) | 1,342 | EUR 142,408 -2.6% | EUR 106.116 -2.6% | |
| 7701.T (Shimadzu Corporation) | 5,200 | JPY 138,414 0.1% | JPY 26.6181 0.1% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 128,724 0.1% | JPY 41.5239 0.1% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 1,130,805 | USD 210,895,133 -0.6% | USD 186.5 -0.6% | |
| AAPL (Apple Inc) | 617,241 | USD 167,803,138 -0.4% | USD 271.86 -0.4% | |
| MSFT (Microsoft Corporation) | 286,115 | USD 138,370,936 -0.8% | USD 483.62 -0.8% | |
| AVGO (Broadcom Inc) | 206,389 | USD 71,431,233 -1.1% | USD 346.1 -1.1% | |
| ASML.AS (ASML Holding NV) | 29,667 | EUR 32,103,795 0.2% | EUR 1082.14 0.2% | |
| SAP.DE (SAP SE) | 97,910 | EUR 23,958,250 -0.1% | EUR 244.697 -0.1% | |
| NOW (ServiceNow Inc) | 123,350 | USD 18,895,987 -0.7% | USD 153.19 -0.7% | |
| INTU (Intuit Inc) | 26,693 | USD 17,681,977 -1.1% | USD 662.42 -1.1% | |
| ADBE (Adobe Systems Incorporated) | 48,159 | USD 16,855,168 -0.7% | USD 349.99 -0.7% | |
| ADSK (Autodesk Inc) | 50,853 | USD 15,052,997 -1.2% | USD 296.01 -1.2% | |
| PANW (Palo Alto Networks Inc) | 80,322 | USD 14,795,312 -1.4% | USD 184.2 -1.4% | |
| LRCX (Lam Research Corp) | 77,943 | USD 13,342,283 -1.5% | USD 171.18 -1.5% | |
| NXPI (NXP Semiconductors NV) | 60,182 | USD 13,063,105 -1.3% | USD 217.06 -1.3% | |
| 6702.T (Fujitsu Limited) | 411,300 | JPY 11,359,327 -0.3% | JPY 27.6181 -0.3% | |
| SNPS (Synopsys Inc) | 23,994 | USD 11,270,462 -1.0% | USD 469.72 -1.0% | |
| ORCL (Oracle Corporation) | 57,233 | USD 11,155,284 -1.2% | USD 194.91 -1.2% | |
| CDNS (Cadence Design Systems Inc) | 34,454 | USD 10,769,631 -1.0% | USD 312.58 -1.0% | |
| MU (Micron Technology Inc) | 33,280 | USD 9,498,445 -2.5% | USD 285.41 -2.5% | |
| CRM (Salesforce.com Inc) | 33,751 | USD 8,940,977 -0.4% | USD 264.91 -0.4% | |
| ADI (Analog Devices Inc) | 32,156 | USD 8,720,707 -1.3% | USD 271.2 -1.3% | |
| 6701.T (NEC Corporation) | 251,800 | JPY 8,530,148 -0.3% | JPY 33.8767 -0.3% | |
| PLTR (Palantir Technologies Inc) | 45,334 | USD 8,058,119 -1.7% | USD 177.75 -1.7% | |
| 8035.T (Tokyo Electron Limited) | 35,800 | JPY 7,838,566 -0.3% | JPY 218.954 -0.3% | |
| INTC (Intel Corporation) | 205,757 | USD 7,592,433 -1.1% | USD 36.9 -1.1% | |
| HPE (Hewlett Packard Enterprise Co) | 313,362 | USD 7,526,955 -0.2% | USD 24.02 -0.2% | |
| IFX.DE (Infineon Technologies AG) | 157,132 | EUR 6,962,833 -0.1% | EUR 44.312 -0.1% | |
| SHOP.TO (Shopify Inc) | 43,075 | CAD 6,944,793 -1.6% | CAD 161.226 -1.6% | |
| NTAP (NetApp Inc) | 47,837 | USD 5,122,864 -1.2% | USD 107.09 -1.2% | |
| ACN (Accenture plc) | 18,405 | USD 4,938,062 -0.6% | USD 268.3 -0.6% | |
| NOKIA.HE (Nokia Oyj) | 738,882 | EUR 4,835,270 -0.1% | EUR 6.54404 -0.1% | |
| HUBS (HubSpot Inc) | 11,730 | USD 4,707,249 -1.1% | USD 401.3 -1.1% | |
| IT (Gartner Inc) | 18,067 | USD 4,557,943 -0.9% | USD 252.28 -0.9% | |
| DSY.PA (Dassault Systemes SE) | 160,437 | EUR 4,492,058 -0.2% | EUR 27.9989 -0.2% | |
| MRVL (Marvell Technology Group Ltd) | 44,861 | USD 3,812,288 -2.1% | USD 84.98 -2.1% | |
| FTNT (Fortinet Inc) | 46,878 | USD 3,722,582 -1.1% | USD 79.41 -1.1% | |
| CSCO (Cisco Systems Inc) | 47,133 | USD 3,630,655 -0.5% | USD 77.03 -0.5% | |
| FFIV (F5 Networks Inc) | 13,705 | USD 3,498,338 -1.6% | USD 255.26 -1.6% | |
| 4307.T (Nomura Research Institute, Ltd.) | 90,000 | JPY 3,457,144 -0.3% | JPY 38.4127 -0.3% | |
| SGE.L (Sage Group PLC) | 230,846 | GBP 3,362,709 -0.2% | GBP 14.5669 -0.2% | |
| DOCU (DocuSign Inc) | 46,477 | USD 3,179,027 -1.0% | USD 68.4 -1.0% | |
| TXN (Texas Instruments Incorporated) | 18,238 | USD 3,164,111 -1.1% | USD 173.49 -1.1% | |
| DT (Dynatrace Holdings LLC) | 72,886 | USD 3,158,879 -1.7% | USD 43.34 -1.7% | |
| NTNX (Nutanix Inc) | 60,895 | USD 3,147,663 -0.5% | USD 51.69 -0.5% | |
| ANET (Arista Networks) | 23,965 | USD 3,140,134 -1.1% | USD 131.03 -1.1% | |
| QCOM (Qualcomm Incorporated) | 12,790 | USD 2,187,730 -1.5% | USD 171.05 -1.5% | |
| STMPA.PA (STMicroelectronics NV) | 82,750 | EUR 2,180,848 -0.2% | EUR 26.3547 -0.2% | |
| OTEX.TO (Open Text Corp) | 61,092 | CAD 1,992,203 -1.3% | CAD 32.6099 -1.3% | |
| CLS.TO (Celestica Inc.) | 6,701 | CAD 1,984,806 -1.2% | CAD 296.195 -1.2% | |
| KLAC (KLA-Tencor Corporation) | 1,582 | USD 1,922,257 -2.3% | USD 1215.08 -2.3% | |
| APP (Applovin Corp) | 2,692 | USD 1,813,923 -2.9% | USD 673.82 -2.9% | |
| 6841.T (Yokogawa Electric Corporation) | 54,100 | JPY 1,731,255 -0.3% | JPY 32.001 -0.3% | |
| MDB (MongoDB) | 3,657 | USD 1,534,806 -0.4% | USD 419.69 -0.4% | |
| MNDY (Monday.Com Ltd) | 10,269 | USD 1,515,294 1.5% | USD 147.56 1.5% | |
| CRWD (Crowdstrike Holdings Inc) | 3,077 | USD 1,442,375 -1.4% | USD 468.76 -1.4% | |
| 6857.T (Advantest Corporation) | 10,700 | JPY 1,340,359 -0.3% | JPY 125.267 -0.3% | |
| 6861.T (Keyence Corporation) | 2,600 | JPY 940,177 -0.3% | JPY 361.607 -0.3% | |
| TEL (TE Connectivity Ltd) | 3,544 | USD 806,295 -1.2% | USD 227.51 -1.2% | |
| SNOW (Snowflake Inc.) | 3,664 | USD 803,735 -1.2% | USD 219.36 -1.2% | |
| CIEN (Ciena Corp) | 3,344 | USD 782,061 -1.9% | USD 233.87 -1.9% | |
| CSU.TO (Constellation Software Inc.) | 257 | CAD 618,975 -0.5% | CAD 2408.46 -0.5% | |
| WDAY (Workday Inc) | 2,567 | USD 551,340 -1.0% | USD 214.78 -1.0% | |
| FICO (Fair Isaac Corporation) | 298 | USD 503,805 -3.2% | USD 1690.62 -3.2% | |
| ZS (Zscaler Inc) | 2,190 | USD 492,575 -1.1% | USD 224.92 -1.1% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 5,927 | USD 491,941 -1.4% | USD 83 -1.4% | |
| DELL (Dell Technologies Inc) | 3,894 | USD 490,177 -1.6% | USD 125.88 -1.6% | |
| MPWR (Monolithic Power Systems Inc) | 538 | USD 487,622 -1.9% | USD 906.361 -1.9% | |
| MSTR (MicroStrategy Incorporated) | 3,018 | USD 458,585 -2.4% | USD 151.95 -2.4% | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 21,400 | JPY 443,168 -0.3% | JPY 20.7088 -0.3% | |
| DDOG (Datadog Inc) | 3,234 | USD 439,792 -1.1% | USD 135.99 -1.1% | |
| MCHP (Microchip Technology Inc) | 6,270 | USD 399,524 -1.5% | USD 63.7199 -1.5% | |
| 6146.T (Disco Corporation) | 1,300 | JPY 399,509 -0.3% | JPY 307.315 -0.3% | |
| TER (Teradyne Inc) | 1,877 | USD 363,312 -1.6% | USD 193.56 -1.6% | |
| FSLR (First Solar Inc) | 1,360 | USD 355,273 -1.2% | USD 261.23 -1.2% | |
| 6762.T (TDK Corporation) | 24,200 | JPY 341,358 -0.3% | JPY 14.1057 -0.3% | |
| ASM.AS (ASM International NV) | 553 | EUR 336,166 -0.6% | EUR 607.895 -0.6% | |
| CAP.PA (Capgemini SE) | 1,826 | EUR 305,062 -0.7% | EUR 167.066 -0.7% | |
| OKTA (Okta Inc) | 3,303 | USD 285,610 -1.1% | USD 86.4699 -1.1% | |
| 7751.T (Canon Inc.) | 9,300 | JPY 274,885 -0.3% | JPY 29.5575 -0.3% | |
| PSTG (Pure Storage Inc) | 4,064 | USD 272,329 -1.2% | USD 67.0101 -1.2% | |
| 4901.T (FUJIFILM Holdings Corporation) | 12,600 | JPY 268,809 -0.3% | JPY 21.334 -0.3% | |
| ON (ON Semiconductor Corporation) | 4,950 | USD 268,043 -0.2% | USD 54.1501 -0.2% | |
| FLEX (Flex Ltd) | 4,390 | USD 265,244 -2.0% | USD 60.42 -2.0% | |
| CRDO (Credo Technology Group Holding Ltd) | 1,834 | USD 263,894 -0.7% | USD 143.89 -0.7% | |
| 6723.T (Renesas Electronics Corporation) | 18,500 | JPY 252,576 -0.3% | JPY 13.6528 -0.3% | |
| TWLO (Twilio Inc) | 1,775 | USD 252,476 -1.3% | USD 142.24 -1.3% | |
| PTC (PTC Inc) | 1,408 | USD 245,288 -0.7% | USD 174.21 -0.7% | |
| HPQ (HP Inc) | 10,953 | USD 244,033 -2.7% | USD 22.28 -2.7% | |
| 6971.T (Kyocera Corporation) | 17,200 | JPY 241,027 -0.3% | JPY 14.0132 -0.3% | |
| ENTG (Entegris Inc) | 2,757 | USD 232,277 -2.8% | USD 84.2499 -2.8% | |
| ZM (Zoom Video Communications Inc) | 2,633 | USD 227,202 0.0% | USD 86.2902 0.0% | |
| GDDY (Godaddy Inc) | 1,790 | USD 222,103 -1.6% | USD 124.08 -1.6% | |
| VRSN (VeriSign Inc) | 900 | USD 218,655 -1.2% | USD 242.95 -1.2% | |
| TRMB (Trimble Inc) | 2,787 | USD 218,361 -1.5% | USD 78.3498 -1.5% | |
| 4768.T (Otsuka Corporation) | 10,500 | JPY 216,505 -0.3% | JPY 20.6195 -0.3% | |
| GIB-A.TO (CGI Inc) | 2,297 | CAD 212,448 -0.7% | CAD 92.4893 -0.7% | |
| CHKP (Check Point Software Technologies Ltd) | 1,143 | USD 212,095 -1.0% | USD 185.56 -1.0% | |
| TYL (Tyler Technologies Inc) | 467 | USD 211,995 -0.9% | USD 453.951 -0.9% | |
| 6920.T (Lasertec Corporation) | 1,100 | JPY 208,042 -0.3% | JPY 189.129 -0.3% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 201,959 -0.3% | JPY 84.1496 -0.3% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 2,000 | JPY 194,456 -0.3% | JPY 97.228 -0.3% | |
| SMCI (Super Micro Computer Inc) | 6,395 | USD 187,182 -1.3% | USD 29.2701 -1.3% | |
| 4684.T (OBIC Co.,Ltd.) | 5,900 | JPY 185,268 -0.3% | JPY 31.4014 -0.3% | |
| HLMA.L (Halma PLC) | 3,670 | GBP 174,647 -0.3% | GBP 47.5877 -0.3% | |
| BESI.AS (BE Semiconductor Industries NV) | 1,055 | EUR 165,722 0.4% | EUR 157.082 0.4% | |
| ZBRA (Zebra Technologies Corporation) | 681 | USD 165,360 -1.6% | USD 242.819 -1.6% | |
| BSY (Bentley Systems Inc) | 4,198 | USD 160,217 -1.3% | USD 38.1651 -1.3% | |
| 3626.T (TIS Inc.) | 4,700 | JPY 157,631 -0.3% | JPY 33.5385 -0.3% | |
| IOT (Samsara Inc) | 4,446 | USD 157,611 -1.5% | USD 35.4501 -1.5% | |
| DSG.TO (Descartes Systems Group Inc) | 1,774 | CAD 155,832 -0.4% | CAD 87.8422 -0.4% | |
| IONQ (IONQ Inc) | 3,465 | USD 155,475 -1.0% | USD 44.8701 -1.0% | |
| NEM.DE (Nemetschek SE) | 1,342 | EUR 146,263 -0.1% | EUR 108.989 -0.1% | |
| 7701.T (Shimadzu Corporation) | 5,200 | JPY 138,273 -0.3% | JPY 26.591 -0.3% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 128,592 -0.3% | JPY 41.4813 -0.3% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 1,130,805 | USD 212,071,170 -0.4% | USD 187.54 -0.4% | |
| AAPL (Apple Inc) | 617,241 | USD 168,556,172 -0.2% | USD 273.08 -0.2% | |
| MSFT (Microsoft Corporation) | 286,115 | USD 139,475,340 0.1% | USD 487.48 0.1% | |
| AVGO (Broadcom Inc) | 206,389 | USD 72,205,192 0.1% | USD 349.85 0.1% | |
| ASML.AS (ASML Holding NV) | 29,667 | EUR 32,037,412 1.2% | EUR 1079.9 1.2% | |
| SAP.DE (SAP SE) | 97,910 | EUR 23,986,809 -0.1% | EUR 244.988 -0.1% | |
| NOW (ServiceNow Inc) | 123,350 | USD 19,024,271 -0.2% | USD 154.23 -0.2% | |
| INTU (Intuit Inc) | 26,693 | USD 17,881,107 -0.6% | USD 669.88 -0.6% | |
| ADBE (Adobe Systems Incorporated) | 48,159 | USD 16,976,529 -0.2% | USD 352.51 -0.2% | |
| ADSK (Autodesk Inc) | 50,853 | USD 15,232,508 -0.6% | USD 299.54 -0.6% | |
| PANW (Palo Alto Networks Inc) | 80,322 | USD 15,008,166 | USD 186.85 | |
| LRCX (Lam Research Corp) | 77,943 | USD 13,544,935 -1.2% | USD 173.78 -1.2% | |
| NXPI (NXP Semiconductors NV) | 60,182 | USD 13,238,836 -0.2% | USD 219.98 -0.2% | |
| 6702.T (Fujitsu Limited) | 411,300 | JPY 11,389,118 2.0% | JPY 27.6905 2.0% | |
| SNPS (Synopsys Inc) | 23,994 | USD 11,384,913 -0.9% | USD 474.49 -0.9% | |
| ORCL (Oracle Corporation) | 57,233 | USD 11,286,920 0.9% | USD 197.21 0.9% | |
| CDNS (Cadence Design Systems Inc) | 34,454 | USD 10,873,682 -0.7% | USD 315.6 -0.7% | |
| MU (Micron Technology Inc) | 33,280 | USD 9,738,726 -0.6% | USD 292.63 -0.6% | |
| CRM (Salesforce.com Inc) | 33,751 | USD 8,975,066 -0.1% | USD 265.92 -0.1% | |
| ADI (Analog Devices Inc) | 32,156 | USD 8,837,112 -0.3% | USD 274.82 -0.3% | |
| 6701.T (NEC Corporation) | 251,800 | JPY 8,552,519 -0.3% | JPY 33.9655 -0.3% | |
| PLTR (Palantir Technologies Inc) | 45,334 | USD 8,198,201 -1.8% | USD 180.84 -1.8% | |
| 8035.T (Tokyo Electron Limited) | 35,800 | JPY 7,859,123 0.0% | JPY 219.529 0.0% | |
| INTC (Intel Corporation) | 205,757 | USD 7,674,736 1.7% | USD 37.3 1.7% | |
| HPE (Hewlett Packard Enterprise Co) | 313,362 | USD 7,542,623 -1.1% | USD 24.07 -1.1% | |
| SHOP.TO (Shopify Inc) | 43,075 | CAD 7,058,539 -2.5% | CAD 163.866 -2.5% | |
| IFX.DE (Infineon Technologies AG) | 157,132 | EUR 6,971,133 2.6% | EUR 44.3648 2.6% | |
| NTAP (NetApp Inc) | 47,837 | USD 5,186,488 -0.9% | USD 108.42 -0.9% | |
| ACN (Accenture plc) | 18,405 | USD 4,969,350 -0.5% | USD 270 -0.5% | |
| NOKIA.HE (Nokia Oyj) | 738,882 | EUR 4,841,034 -0.2% | EUR 6.55184 -0.2% | |
| HUBS (HubSpot Inc) | 11,730 | USD 4,760,386 1.6% | USD 405.83 1.6% | |
| IT (Gartner Inc) | 18,067 | USD 4,599,678 0.3% | USD 254.59 0.3% | |
| DSY.PA (Dassault Systemes SE) | 160,437 | EUR 4,503,072 1.0% | EUR 28.0675 1.0% | |
| MRVL (Marvell Technology Group Ltd) | 44,861 | USD 3,892,140 1.2% | USD 86.76 1.2% | |
| FTNT (Fortinet Inc) | 46,878 | USD 3,764,772 -0.6% | USD 80.31 -0.6% | |
| CSCO (Cisco Systems Inc) | 47,133 | USD 3,648,566 -0.5% | USD 77.41 -0.5% | |
| FFIV (F5 Networks Inc) | 13,705 | USD 3,554,666 0.0% | USD 259.37 0.0% | |
| 4307.T (Nomura Research Institute, Ltd.) | 90,000 | JPY 3,466,210 0.3% | JPY 38.5134 0.3% | |
| SGE.L (Sage Group PLC) | 230,846 | GBP 3,370,139 0.1% | GBP 14.5991 0.1% | |
| DT (Dynatrace Holdings LLC) | 72,886 | USD 3,214,273 -0.3% | USD 44.1 -0.3% | |
| DOCU (DocuSign Inc) | 46,477 | USD 3,210,631 -0.6% | USD 69.08 -0.6% | |
| TXN (Texas Instruments Incorporated) | 18,238 | USD 3,199,310 -0.2% | USD 175.42 -0.2% | |
| ANET (Arista Networks) | 23,965 | USD 3,173,925 -1.3% | USD 132.44 -1.3% | |
| NTNX (Nutanix Inc) | 60,895 | USD 3,164,104 -0.7% | USD 51.96 -0.7% | |
| QCOM (Qualcomm Incorporated) | 12,790 | USD 2,220,984 0.1% | USD 173.65 0.1% | |
| STMPA.PA (STMicroelectronics NV) | 82,750 | EUR 2,184,907 1.3% | EUR 26.4037 1.3% | |
| OTEX.TO (Open Text Corp) | 61,092 | CAD 2,017,722 -0.7% | CAD 33.0276 -0.7% | |
| CLS.TO (Celestica Inc.) | 6,701 | CAD 2,008,170 -1.4% | CAD 299.682 -1.4% | |
| KLAC (KLA-Tencor Corporation) | 1,582 | USD 1,967,454 -1.3% | USD 1243.65 -1.3% | |
| APP (Applovin Corp) | 2,692 | USD 1,867,467 -0.7% | USD 693.71 -0.7% | |
| 6841.T (Yokogawa Electric Corporation) | 54,100 | JPY 1,735,796 -1.4% | JPY 32.085 -1.4% | |
| MDB (MongoDB) | 3,657 | USD 1,540,438 -0.5% | USD 421.23 -0.5% | |
| MNDY (Monday.Com Ltd) | 10,269 | USD 1,492,291 0.0% | USD 145.32 0.0% | |
| CRWD (Crowdstrike Holdings Inc) | 3,077 | USD 1,463,514 -0.1% | USD 475.63 -0.1% | |
| 6857.T (Advantest Corporation) | 10,700 | JPY 1,343,874 -1.0% | JPY 125.596 -1.0% | |
| 6861.T (Keyence Corporation) | 2,600 | JPY 942,642 -1.1% | JPY 362.555 -1.1% | |
| TEL (TE Connectivity Ltd) | 3,544 | USD 816,467 -0.6% | USD 230.38 -0.6% | |
| SNOW (Snowflake Inc.) | 3,664 | USD 813,591 -0.4% | USD 222.05 -0.4% | |
| CIEN (Ciena Corp) | 3,344 | USD 797,076 -0.3% | USD 238.36 -0.3% | |
| CSU.TO (Constellation Software Inc.) | 257 | CAD 622,298 -1.0% | CAD 2421.39 -1.0% | |
| WDAY (Workday Inc) | 2,567 | USD 556,859 -0.9% | USD 216.93 -0.9% | |
| FICO (Fair Isaac Corporation) | 298 | USD 520,234 -1.5% | USD 1745.75 -1.5% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 5,927 | USD 498,698 -1.0% | USD 84.14 -1.0% | |
| DELL (Dell Technologies Inc) | 3,894 | USD 498,120 0.4% | USD 127.92 0.4% | |
| ZS (Zscaler Inc) | 2,190 | USD 498,050 -0.3% | USD 227.42 -0.3% | |
| MPWR (Monolithic Power Systems Inc) | 538 | USD 497,064 -0.7% | USD 923.911 -0.7% | |
| MSTR (MicroStrategy Incorporated) | 3,018 | USD 469,631 0.1% | USD 155.61 0.1% | |
| DDOG (Datadog Inc) | 3,234 | USD 444,610 -0.3% | USD 137.48 -0.3% | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 21,400 | JPY 444,330 1.3% | JPY 20.7631 1.3% | |
| MCHP (Microchip Technology Inc) | 6,270 | USD 405,544 0.0% | USD 64.6801 0.0% | |
| 6146.T (Disco Corporation) | 1,300 | JPY 400,557 0.6% | JPY 308.121 0.6% | |
| TER (Teradyne Inc) | 1,877 | USD 369,150 -0.3% | USD 196.67 -0.3% | |
| FSLR (First Solar Inc) | 1,360 | USD 359,448 -1.5% | USD 264.3 -1.5% | |
| 6762.T (TDK Corporation) | 24,200 | JPY 342,253 0.0% | JPY 14.1427 0.0% | |
| ASM.AS (ASM International NV) | 553 | EUR 338,127 0.4% | EUR 611.441 0.4% | |
| CAP.PA (Capgemini SE) | 1,826 | EUR 307,250 0.3% | EUR 168.264 0.3% | |
| OKTA (Okta Inc) | 3,303 | USD 288,781 -0.7% | USD 87.4299 -0.7% | |
| 7751.T (Canon Inc.) | 9,300 | JPY 275,606 -1.3% | JPY 29.6351 -1.3% | |
| PSTG (Pure Storage Inc) | 4,064 | USD 275,499 -0.9% | USD 67.7901 -0.9% | |
| FLEX (Flex Ltd) | 4,390 | USD 270,731 -1.4% | USD 61.6699 -1.4% | |
| 4901.T (FUJIFILM Holdings Corporation) | 12,600 | JPY 269,514 -0.8% | JPY 21.39 -0.8% | |
| ON (ON Semiconductor Corporation) | 4,950 | USD 268,488 0.4% | USD 54.24 0.4% | |
| CRDO (Credo Technology Group Holding Ltd) | 1,834 | USD 265,783 0.2% | USD 144.92 0.2% | |
| TWLO (Twilio Inc) | 1,775 | USD 255,849 1.9% | USD 144.14 1.9% | |
| 6723.T (Renesas Electronics Corporation) | 18,500 | JPY 253,238 -0.2% | JPY 13.6885 -0.2% | |
| HPQ (HP Inc) | 10,953 | USD 250,824 0.7% | USD 22.9 0.7% | |
| PTC (PTC Inc) | 1,408 | USD 246,977 -0.1% | USD 175.41 -0.1% | |
| 6971.T (Kyocera Corporation) | 17,200 | JPY 241,659 0.0% | JPY 14.0499 0.0% | |
| ENTG (Entegris Inc) | 2,757 | USD 239,004 0.9% | USD 86.6899 0.9% | |
| ZM (Zoom Video Communications Inc) | 2,633 | USD 227,228 0.0% | USD 86.3 0.0% | |
| GDDY (Godaddy Inc) | 1,790 | USD 225,683 -0.3% | USD 126.08 -0.3% | |
| TRMB (Trimble Inc) | 2,787 | USD 221,734 -0.5% | USD 79.5601 -0.5% | |
| VRSN (VeriSign Inc) | 900 | USD 221,328 0.3% | USD 245.92 0.3% | |
| 4768.T (Otsuka Corporation) | 10,500 | JPY 217,072 -0.8% | JPY 20.6735 -0.8% | |
| CHKP (Check Point Software Technologies Ltd) | 1,143 | USD 214,267 -0.6% | USD 187.46 -0.6% | |
| TYL (Tyler Technologies Inc) | 467 | USD 213,947 -0.6% | USD 458.131 -0.6% | |
| GIB-A.TO (CGI Inc) | 2,297 | CAD 213,844 -1.0% | CAD 93.0971 -1.0% | |
| 6920.T (Lasertec Corporation) | 1,100 | JPY 208,587 0.5% | JPY 189.625 0.5% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 202,488 -0.6% | JPY 84.37 -0.6% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 2,000 | JPY 194,966 1.4% | JPY 97.483 1.4% | |
| SMCI (Super Micro Computer Inc) | 6,395 | USD 189,612 -1.4% | USD 29.65 -1.4% | |
| 4684.T (OBIC Co.,Ltd.) | 5,900 | JPY 185,754 -0.5% | JPY 31.4837 -0.5% | |
| HLMA.L (Halma PLC) | 3,670 | GBP 175,249 0.5% | GBP 47.7518 0.5% | |
| ZBRA (Zebra Technologies Corporation) | 681 | USD 168,030 0.4% | USD 246.74 0.4% | |
| BESI.AS (BE Semiconductor Industries NV) | 1,055 | EUR 165,113 0.7% | EUR 156.505 0.7% | |
| BSY (Bentley Systems Inc) | 4,198 | USD 162,379 -1.0% | USD 38.6801 -1.0% | |
| IOT (Samsara Inc) | 4,446 | USD 159,967 -0.8% | USD 35.98 -0.8% | |
| 3626.T (TIS Inc.) | 4,700 | JPY 158,045 -0.4% | JPY 33.6266 -0.4% | |
| IONQ (IONQ Inc) | 3,465 | USD 156,999 0.1% | USD 45.31 0.1% | |
| DSG.TO (Descartes Systems Group Inc) | 1,774 | CAD 156,389 -1.0% | CAD 88.1561 -1.0% | |
| NEM.DE (Nemetschek SE) | 1,342 | EUR 146,438 0.0% | EUR 109.119 0.0% | |
| 7701.T (Shimadzu Corporation) | 5,200 | JPY 138,636 -0.6% | JPY 26.6608 -0.6% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 128,930 -0.6% | JPY 41.5903 -0.6% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 1,130,805 | USD 212,840,117 -1.2% | USD 188.22 -1.2% | |
| AAPL (Apple Inc) | 617,241 | USD 168,975,896 0.1% | USD 273.76 0.1% | |
| MSFT (Microsoft Corporation) | 286,115 | USD 139,366,617 -0.1% | USD 487.1 -0.1% | |
| AVGO (Broadcom Inc) | 206,389 | USD 72,110,253 -0.8% | USD 349.39 -0.8% | |
| ASML.AS (ASML Holding NV) | 29,667 | EUR 31,655,625 0.8% | EUR 1067.03 0.8% | |
| SAP.DE (SAP SE) | 97,910 | EUR 24,015,670 0.3% | EUR 245.283 0.3% | |
| NOW (ServiceNow Inc) | 123,350 | USD 19,067,443 0.4% | USD 154.58 0.4% | |
| INTU (Intuit Inc) | 26,693 | USD 17,995,086 -0.4% | USD 674.15 -0.4% | |
| ADBE (Adobe Systems Incorporated) | 48,159 | USD 17,007,832 -0.2% | USD 353.16 -0.2% | |
| ADSK (Autodesk Inc) | 50,853 | USD 15,318,449 0.2% | USD 301.23 0.2% | |
| PANW (Palo Alto Networks Inc) | 80,322 | USD 15,008,166 -0.8% | USD 186.85 -0.8% | |
| LRCX (Lam Research Corp) | 77,943 | USD 13,707,835 -1.2% | USD 175.87 -1.2% | |
| NXPI (NXP Semiconductors NV) | 60,182 | USD 13,267,724 -1.1% | USD 220.46 -1.1% | |
| SNPS (Synopsys Inc) | 23,994 | USD 11,492,406 0.4% | USD 478.97 0.4% | |
| ORCL (Oracle Corporation) | 57,233 | USD 11,182,184 -1.3% | USD 195.38 -1.3% | |
| 6702.T (Fujitsu Limited) | 411,300 | JPY 11,164,046 -0.4% | JPY 27.1433 -0.4% | |
| CDNS (Cadence Design Systems Inc) | 34,454 | USD 10,946,380 -0.4% | USD 317.71 -0.4% | |
| MU (Micron Technology Inc) | 33,280 | USD 9,796,634 3.4% | USD 294.37 3.4% | |
| CRM (Salesforce.com Inc) | 33,751 | USD 8,985,529 0.1% | USD 266.23 0.1% | |
| ADI (Analog Devices Inc) | 32,156 | USD 8,863,158 -0.4% | USD 275.63 -0.4% | |
| 6701.T (NEC Corporation) | 251,800 | JPY 8,581,706 -0.9% | JPY 34.0814 -0.9% | |
| PLTR (Palantir Technologies Inc) | 45,334 | USD 8,349,616 -2.4% | USD 184.18 -2.4% | |
| 8035.T (Tokyo Electron Limited) | 35,800 | JPY 7,857,865 0.0% | JPY 219.493 0.0% | |
| HPE (Hewlett Packard Enterprise Co) | 313,362 | USD 7,624,097 -0.7% | USD 24.33 -0.7% | |
| INTC (Intel Corporation) | 205,757 | USD 7,547,167 1.3% | USD 36.68 1.3% | |
| SHOP.TO (Shopify Inc) | 43,075 | CAD 7,242,448 -0.9% | CAD 168.136 -0.9% | |
| IFX.DE (Infineon Technologies AG) | 157,132 | EUR 6,793,124 0.0% | EUR 43.232 0.0% | |
| NTAP (NetApp Inc) | 47,837 | USD 5,233,368 -1.0% | USD 109.4 -1.0% | |
| ACN (Accenture plc) | 18,405 | USD 4,994,013 0.1% | USD 271.34 0.1% | |
| NOKIA.HE (Nokia Oyj) | 738,882 | EUR 4,849,750 1.0% | EUR 6.56363 1.0% | |
| HUBS (HubSpot Inc) | 11,730 | USD 4,684,610 0.3% | USD 399.37 0.3% | |
| IT (Gartner Inc) | 18,067 | USD 4,585,405 0.5% | USD 253.8 0.5% | |
| DSY.PA (Dassault Systemes SE) | 160,437 | EUR 4,459,130 0.2% | EUR 27.7937 0.2% | |
| MRVL (Marvell Technology Group Ltd) | 44,861 | USD 3,847,279 -0.7% | USD 85.76 -0.7% | |
| FTNT (Fortinet Inc) | 46,878 | USD 3,788,680 -0.9% | USD 80.82 -0.9% | |
| CSCO (Cisco Systems Inc) | 47,133 | USD 3,666,476 -0.5% | USD 77.79 -0.5% | |
| FFIV (F5 Networks Inc) | 13,705 | USD 3,555,488 -1.4% | USD 259.43 -1.4% | |
| 4307.T (Nomura Research Institute, Ltd.) | 90,000 | JPY 3,457,454 0.0% | JPY 38.4162 0.0% | |
| SGE.L (Sage Group PLC) | 230,846 | GBP 3,365,361 0.0% | GBP 14.5784 0.0% | |
| DOCU (DocuSign Inc) | 46,477 | USD 3,228,757 -0.7% | USD 69.47 -0.7% | |
| DT (Dynatrace Holdings LLC) | 72,886 | USD 3,223,019 -0.2% | USD 44.22 -0.2% | |
| ANET (Arista Networks) | 23,965 | USD 3,214,905 1.8% | USD 134.15 1.8% | |
| TXN (Texas Instruments Incorporated) | 18,238 | USD 3,204,234 -0.7% | USD 175.69 -0.7% | |
| NTNX (Nutanix Inc) | 60,895 | USD 3,187,853 -0.9% | USD 52.35 -0.9% | |
| QCOM (Qualcomm Incorporated) | 12,790 | USD 2,218,170 -0.8% | USD 173.43 -0.8% | |
| STMPA.PA (STMicroelectronics NV) | 82,750 | EUR 2,156,788 0.3% | EUR 26.0639 0.3% | |
| CLS.TO (Celestica Inc.) | 6,701 | CAD 2,036,059 -1.9% | CAD 303.844 -1.9% | |
| OTEX.TO (Open Text Corp) | 61,092 | CAD 2,032,452 -0.3% | CAD 33.2687 -0.3% | |
| KLAC (KLA-Tencor Corporation) | 1,582 | USD 1,993,937 -1.5% | USD 1260.39 -1.5% | |
| APP (Applovin Corp) | 2,692 | USD 1,881,223 -2.2% | USD 698.82 -2.2% | |
| 6841.T (Yokogawa Electric Corporation) | 54,100 | JPY 1,760,201 0.6% | JPY 32.5361 0.6% | |
| MDB (MongoDB) | 3,657 | USD 1,547,423 -2.9% | USD 423.14 -2.9% | |
| MNDY (Monday.Com Ltd) | 10,269 | USD 1,492,907 -0.3% | USD 145.38 -0.3% | |
| CRWD (Crowdstrike Holdings Inc) | 3,077 | USD 1,464,375 -1.1% | USD 475.91 -1.1% | |
| 6857.T (Advantest Corporation) | 10,700 | JPY 1,357,140 -2.0% | JPY 126.836 -2.0% | |
| 6861.T (Keyence Corporation) | 2,600 | JPY 952,972 0.7% | JPY 366.528 0.7% | |
| TEL (TE Connectivity Ltd) | 3,544 | USD 821,499 -0.3% | USD 231.8 -0.3% | |
| SNOW (Snowflake Inc.) | 3,664 | USD 816,706 -0.4% | USD 222.9 -0.4% | |
| CIEN (Ciena Corp) | 3,344 | USD 799,216 -1.1% | USD 239 -1.1% | |
| CSU.TO (Constellation Software Inc.) | 257 | CAD 628,770 0.8% | CAD 2446.58 0.8% | |
| WDAY (Workday Inc) | 2,567 | USD 562,147 -0.8% | USD 218.99 -0.8% | |
| FICO (Fair Isaac Corporation) | 298 | USD 527,964 1.1% | USD 1771.69 1.1% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 5,927 | USD 503,795 -0.7% | USD 85 -0.7% | |
| MPWR (Monolithic Power Systems Inc) | 538 | USD 500,362 -1.7% | USD 930.041 -1.7% | |
| ZS (Zscaler Inc) | 2,190 | USD 499,364 -1.1% | USD 228.02 -1.1% | |
| DELL (Dell Technologies Inc) | 3,894 | USD 496,329 -1.4% | USD 127.46 -1.4% | |
| MSTR (MicroStrategy Incorporated) | 3,018 | USD 468,967 -2.2% | USD 155.39 -2.2% | |
| DDOG (Datadog Inc) | 3,234 | USD 446,098 -0.3% | USD 137.94 -0.3% | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 21,400 | JPY 438,703 0.0% | JPY 20.5001 0.0% | |
| MCHP (Microchip Technology Inc) | 6,270 | USD 405,356 -0.4% | USD 64.6501 -0.4% | |
| 6146.T (Disco Corporation) | 1,300 | JPY 398,044 -2.0% | JPY 306.188 -2.0% | |
| TER (Teradyne Inc) | 1,877 | USD 370,445 -0.8% | USD 197.36 -0.8% | |
| FSLR (First Solar Inc) | 1,360 | USD 364,820 -0.5% | USD 268.25 -0.5% | |
| 6762.T (TDK Corporation) | 24,200 | JPY 342,323 -0.6% | JPY 14.1456 -0.6% | |
| ASM.AS (ASM International NV) | 553 | EUR 336,680 0.8% | EUR 608.825 0.8% | |
| CAP.PA (Capgemini SE) | 1,826 | EUR 306,183 0.5% | EUR 167.68 0.5% | |
| OKTA (Okta Inc) | 3,303 | USD 290,928 -0.6% | USD 88.0799 -0.6% | |
| 7751.T (Canon Inc.) | 9,300 | JPY 279,209 -1.5% | JPY 30.0225 -1.5% | |
| PSTG (Pure Storage Inc) | 4,064 | USD 278,100 -1.2% | USD 68.4301 -1.2% | |
| FLEX (Flex Ltd) | 4,390 | USD 274,638 -1.2% | USD 62.5599 -1.2% | |
| 4901.T (FUJIFILM Holdings Corporation) | 12,600 | JPY 271,633 0.0% | JPY 21.5582 0.0% | |
| ON (ON Semiconductor Corporation) | 4,950 | USD 267,399 -1.7% | USD 54.02 -1.7% | |
| CRDO (Credo Technology Group Holding Ltd) | 1,834 | USD 265,380 -0.1% | USD 144.7 -0.1% | |
| 6723.T (Renesas Electronics Corporation) | 18,500 | JPY 253,626 -0.8% | JPY 13.7095 -0.8% | |
| TWLO (Twilio Inc) | 1,775 | USD 251,198 0.8% | USD 141.52 0.8% | |
| HPQ (HP Inc) | 10,953 | USD 248,962 -2.3% | USD 22.73 -2.3% | |
| PTC (PTC Inc) | 1,408 | USD 247,231 -0.6% | USD 175.59 -0.6% | |
| 6971.T (Kyocera Corporation) | 17,200 | JPY 241,704 -0.2% | JPY 14.0526 -0.2% | |
| ENTG (Entegris Inc) | 2,757 | USD 236,937 -0.4% | USD 85.9402 -0.4% | |
| ZM (Zoom Video Communications Inc) | 2,633 | USD 227,307 -1.9% | USD 86.33 -1.9% | |
| GDDY (Godaddy Inc) | 1,790 | USD 226,453 -0.4% | USD 126.51 -0.4% | |
| TRMB (Trimble Inc) | 2,787 | USD 222,932 -0.3% | USD 79.99 -0.3% | |
| VRSN (VeriSign Inc) | 900 | USD 220,635 -0.5% | USD 245.15 -0.5% | |
| 4768.T (Otsuka Corporation) | 10,500 | JPY 218,820 -0.6% | JPY 20.84 -0.6% | |
| GIB-A.TO (CGI Inc) | 2,297 | CAD 215,981 0.1% | CAD 94.0274 0.1% | |
| CHKP (Check Point Software Technologies Ltd) | 1,143 | USD 215,547 -0.6% | USD 188.58 -0.6% | |
| TYL (Tyler Technologies Inc) | 467 | USD 215,156 -0.1% | USD 460.719 -0.1% | |
| 6920.T (Lasertec Corporation) | 1,100 | JPY 207,515 -1.6% | JPY 188.65 -1.6% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 203,758 -1.1% | JPY 84.8992 -1.1% | |
| SMCI (Super Micro Computer Inc) | 6,395 | USD 192,362 -1.8% | USD 30.0801 -1.8% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 2,000 | JPY 192,305 -0.4% | JPY 96.1525 -0.4% | |
| 4684.T (OBIC Co.,Ltd.) | 5,900 | JPY 186,666 0.1% | JPY 31.6383 0.1% | |
| HLMA.L (Halma PLC) | 3,670 | GBP 174,379 -1.4% | GBP 47.5147 -1.4% | |
| ZBRA (Zebra Technologies Corporation) | 681 | USD 167,349 -0.2% | USD 245.74 -0.2% | |
| BSY (Bentley Systems Inc) | 4,198 | USD 164,058 0.2% | USD 39.08 0.2% | |
| BESI.AS (BE Semiconductor Industries NV) | 1,055 | EUR 163,991 0.3% | EUR 155.442 0.3% | |
| IOT (Samsara Inc) | 4,446 | USD 161,301 -0.5% | USD 36.28 -0.5% | |
| 3626.T (TIS Inc.) | 4,700 | JPY 158,676 -0.2% | JPY 33.7609 -0.2% | |
| DSG.TO (Descartes Systems Group Inc) | 1,774 | CAD 158,045 -0.2% | CAD 89.0896 -0.2% | |
| IONQ (IONQ Inc) | 3,465 | USD 156,791 -1.6% | USD 45.2499 -1.6% | |
| NEM.DE (Nemetschek SE) | 1,342 | EUR 146,464 -0.1% | EUR 109.139 -0.1% | |
| 7701.T (Shimadzu Corporation) | 5,200 | JPY 139,478 0.9% | JPY 26.8227 0.9% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 129,705 -3.3% | JPY 41.8403 -3.3% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 1,130,805 | USD 215,452,277 1.0% | USD 190.53 1.0% | |
| AAPL (Apple Inc) | 617,241 | USD 168,753,689 -0.1% | USD 273.4 -0.1% | |
| MSFT (Microsoft Corporation) | 286,115 | USD 139,541,147 -0.1% | USD 487.71 -0.1% | |
| AVGO (Broadcom Inc) | 206,389 | USD 72,675,759 0.5% | USD 352.13 0.5% | |
| ASML.AS (ASML Holding NV) | 29,667 | EUR 31,411,338 0.0% | EUR 1058.8 0.0% | |
| SAP.DE (SAP SE) | 97,910 | EUR 23,950,614 0.0% | EUR 244.619 0.0% | |
| NOW (ServiceNow Inc) | 123,350 | USD 18,982,332 0.9% | USD 153.89 0.9% | |
| INTU (Intuit Inc) | 26,693 | USD 18,059,149 0.3% | USD 676.55 0.3% | |
| ADBE (Adobe Systems Incorporated) | 48,159 | USD 17,038,654 0.2% | USD 353.8 0.2% | |
| ADSK (Autodesk Inc) | 50,853 | USD 15,292,006 0.8% | USD 300.71 0.8% | |
| PANW (Palo Alto Networks Inc) | 80,322 | USD 15,136,681 0.7% | USD 188.45 0.7% | |
| LRCX (Lam Research Corp) | 77,943 | USD 13,879,310 0.4% | USD 178.07 0.4% | |
| NXPI (NXP Semiconductors NV) | 60,182 | USD 13,412,762 -1.1% | USD 222.87 -1.1% | |
| SNPS (Synopsys Inc) | 23,994 | USD 11,448,497 0.3% | USD 477.14 0.3% | |
| ORCL (Oracle Corporation) | 57,233 | USD 11,331,562 0.3% | USD 197.99 0.3% | |
| 6702.T (Fujitsu Limited) | 411,300 | JPY 11,209,026 -0.2% | JPY 27.2527 -0.2% | |
| CDNS (Cadence Design Systems Inc) | 34,454 | USD 10,987,036 0.4% | USD 318.89 0.4% | |
| MU (Micron Technology Inc) | 33,280 | USD 9,477,811 -0.7% | USD 284.79 -0.7% | |
| CRM (Salesforce.com Inc) | 33,751 | USD 8,980,466 0.3% | USD 266.08 0.3% | |
| ADI (Analog Devices Inc) | 32,156 | USD 8,902,067 -0.3% | USD 276.84 -0.3% | |
| 6701.T (NEC Corporation) | 251,800 | JPY 8,658,668 -0.8% | JPY 34.3871 -0.8% | |
| PLTR (Palantir Technologies Inc) | 45,334 | USD 8,554,979 -2.8% | USD 188.71 -2.8% | |
| 8035.T (Tokyo Electron Limited) | 35,800 | JPY 7,856,890 2.9% | JPY 219.466 2.9% | |
| HPE (Hewlett Packard Enterprise Co) | 313,362 | USD 7,674,235 0.2% | USD 24.49 0.2% | |
| INTC (Intel Corporation) | 205,757 | USD 7,448,403 0.1% | USD 36.2 0.1% | |
| SHOP.TO (Shopify Inc) | 43,075 | CAD 7,309,047 0.1% | CAD 169.682 0.1% | |
| IFX.DE (Infineon Technologies AG) | 157,132 | EUR 6,795,484 0.0% | EUR 43.247 0.0% | |
| NTAP (NetApp Inc) | 47,837 | USD 5,286,467 0.4% | USD 110.51 0.4% | |
| ACN (Accenture plc) | 18,405 | USD 4,989,411 0.4% | USD 271.09 0.4% | |
| NOKIA.HE (Nokia Oyj) | 738,882 | EUR 4,801,864 0.0% | EUR 6.49882 0.0% | |
| HUBS (HubSpot Inc) | 11,730 | USD 4,670,417 0.1% | USD 398.16 0.1% | |
| IT (Gartner Inc) | 18,067 | USD 4,563,905 0.6% | USD 252.61 0.6% | |
| DSY.PA (Dassault Systemes SE) | 160,437 | EUR 4,451,772 0.0% | EUR 27.7478 0.0% | |
| MRVL (Marvell Technology Group Ltd) | 44,861 | USD 3,873,299 -0.2% | USD 86.34 -0.2% | |
| FTNT (Fortinet Inc) | 46,878 | USD 3,823,370 0.5% | USD 81.56 0.5% | |
| CSCO (Cisco Systems Inc) | 47,133 | USD 3,683,915 0.2% | USD 78.16 0.2% | |
| FFIV (F5 Networks Inc) | 13,705 | USD 3,606,334 0.3% | USD 263.14 0.3% | |
| 4307.T (Nomura Research Institute, Ltd.) | 90,000 | JPY 3,457,312 -0.1% | JPY 38.4146 -0.1% | |
| SGE.L (Sage Group PLC) | 230,846 | GBP 3,366,045 0.0% | GBP 14.5813 0.0% | |
| DOCU (DocuSign Inc) | 46,477 | USD 3,251,996 0.5% | USD 69.97 0.5% | |
| DT (Dynatrace Holdings LLC) | 72,886 | USD 3,231,036 1.3% | USD 44.33 1.3% | |
| TXN (Texas Instruments Incorporated) | 18,238 | USD 3,225,937 -0.1% | USD 176.88 -0.1% | |
| NTNX (Nutanix Inc) | 60,895 | USD 3,217,692 1.6% | USD 52.84 1.6% | |
| ANET (Arista Networks) | 23,965 | USD 3,159,546 0.8% | USD 131.84 0.8% | |
| QCOM (Qualcomm Incorporated) | 12,790 | USD 2,235,820 0.0% | USD 174.81 0.0% | |
| STMPA.PA (STMicroelectronics NV) | 82,750 | EUR 2,151,403 0.0% | EUR 25.9988 0.0% | |
| CLS.TO (Celestica Inc.) | 6,701 | CAD 2,074,693 0.1% | CAD 309.609 0.1% | |
| OTEX.TO (Open Text Corp) | 61,092 | CAD 2,038,264 0.1% | CAD 33.3638 0.1% | |
| KLAC (KLA-Tencor Corporation) | 1,582 | USD 2,024,327 0.2% | USD 1279.6 0.2% | |
| APP (Applovin Corp) | 2,692 | USD 1,922,707 -1.8% | USD 714.23 -1.8% | |
| 6841.T (Yokogawa Electric Corporation) | 54,100 | JPY 1,750,014 -0.3% | JPY 32.3478 -0.3% | |
| MDB (MongoDB) | 3,657 | USD 1,593,903 0.1% | USD 435.85 0.1% | |
| MNDY (Monday.Com Ltd) | 10,269 | USD 1,497,015 -0.2% | USD 145.78 -0.2% | |
| CRWD (Crowdstrike Holdings Inc) | 3,077 | USD 1,480,622 0.9% | USD 481.19 0.9% | |
| 6857.T (Advantest Corporation) | 10,700 | JPY 1,384,827 0.0% | JPY 129.423 0.0% | |
| 6861.T (Keyence Corporation) | 2,600 | JPY 946,754 -1.3% | JPY 364.136 -1.3% | |
| TEL (TE Connectivity Ltd) | 3,544 | USD 823,945 0.3% | USD 232.49 0.3% | |
| SNOW (Snowflake Inc.) | 3,664 | USD 820,296 0.9% | USD 223.88 0.9% | |
| CIEN (Ciena Corp) | 3,344 | USD 808,178 0.6% | USD 241.68 0.6% | |
| CSU.TO (Constellation Software Inc.) | 257 | CAD 623,975 0.1% | CAD 2427.92 0.1% | |
| WDAY (Workday Inc) | 2,567 | USD 566,537 1.8% | USD 220.7 1.8% | |
| FICO (Fair Isaac Corporation) | 298 | USD 522,451 1.3% | USD 1753.19 1.3% | |
| MPWR (Monolithic Power Systems Inc) | 538 | USD 509,120 -0.7% | USD 946.32 -0.7% | |
| CTSH (Cognizant Technology Solutions Corp Class A) | 5,927 | USD 507,173 0.2% | USD 85.5699 0.2% | |
| ZS (Zscaler Inc) | 2,190 | USD 504,839 0.4% | USD 230.52 0.4% | |
| DELL (Dell Technologies Inc) | 3,894 | USD 503,261 0.7% | USD 129.24 0.7% | |
| MSTR (MicroStrategy Incorporated) | 3,018 | USD 479,289 0.1% | USD 158.81 0.1% | |
| DDOG (Datadog Inc) | 3,234 | USD 447,311 0.2% | USD 138.315 0.2% | |
| 6981.T (Murata Manufacturing Co., Ltd.) | 21,400 | JPY 438,739 1.0% | JPY 20.5018 1.0% | |
| MCHP (Microchip Technology Inc) | 6,270 | USD 407,174 -0.6% | USD 64.94 -0.6% | |
| 6146.T (Disco Corporation) | 1,300 | JPY 406,144 2.9% | JPY 312.418 2.9% | |
| TER (Teradyne Inc) | 1,877 | USD 373,335 0.2% | USD 198.9 0.2% | |
| FSLR (First Solar Inc) | 1,360 | USD 366,778 -0.9% | USD 269.69 -0.9% | |
| 6762.T (TDK Corporation) | 24,200 | JPY 344,455 0.8% | JPY 14.2337 0.8% | |
| ASM.AS (ASM International NV) | 553 | EUR 333,854 0.0% | EUR 603.714 0.0% | |
| CAP.PA (Capgemini SE) | 1,826 | EUR 304,628 0.0% | EUR 166.828 0.0% | |
| OKTA (Okta Inc) | 3,303 | USD 292,679 0.2% | USD 88.6101 0.2% | |
| 7751.T (Canon Inc.) | 9,300 | JPY 283,593 0.1% | JPY 30.4939 0.1% | |
| PSTG (Pure Storage Inc) | 4,064 | USD 281,554 3.4% | USD 69.28 3.4% | |
| FLEX (Flex Ltd) | 4,390 | USD 278,019 -0.3% | USD 63.3301 -0.3% | |
| ON (ON Semiconductor Corporation) | 4,950 | USD 271,904 -0.3% | USD 54.9301 -0.3% | |
| 4901.T (FUJIFILM Holdings Corporation) | 12,600 | JPY 271,533 -1.0% | JPY 21.5502 -1.0% | |
| CRDO (Credo Technology Group Holding Ltd) | 1,834 | USD 265,618 -3.6% | USD 144.83 -3.6% | |
| 6723.T (Renesas Electronics Corporation) | 18,500 | JPY 255,754 1.8% | JPY 13.8245 1.8% | |
| HPQ (HP Inc) | 10,953 | USD 254,767 0.4% | USD 23.26 0.4% | |
| TWLO (Twilio Inc) | 1,775 | USD 249,317 0.1% | USD 140.46 0.1% | |
| PTC (PTC Inc) | 1,408 | USD 248,639 0.1% | USD 176.59 0.1% | |
| 6971.T (Kyocera Corporation) | 17,200 | JPY 242,235 0.7% | JPY 14.0834 0.7% | |
| ENTG (Entegris Inc) | 2,757 | USD 237,846 0.9% | USD 86.2699 0.9% | |
| ZM (Zoom Video Communications Inc) | 2,633 | USD 231,809 0.3% | USD 88.0399 0.3% | |
| GDDY (Godaddy Inc) | 1,790 | USD 227,455 -0.1% | USD 127.07 -0.1% | |
| TRMB (Trimble Inc) | 2,787 | USD 223,517 0.2% | USD 80.1999 0.2% | |
| VRSN (VeriSign Inc) | 900 | USD 221,688 0.2% | USD 246.32 0.2% | |
| 4768.T (Otsuka Corporation) | 10,500 | JPY 220,169 0.1% | JPY 20.9685 0.1% | |
| CHKP (Check Point Software Technologies Ltd) | 1,143 | USD 216,753 0.6% | USD 189.635 0.6% | |
| GIB-A.TO (CGI Inc) | 2,297 | CAD 215,868 0.1% | CAD 93.9782 0.1% | |
| TYL (Tyler Technologies Inc) | 467 | USD 215,315 -0.1% | USD 461.06 -0.1% | |
| 6920.T (Lasertec Corporation) | 1,100 | JPY 210,964 0.5% | JPY 191.785 0.5% | |
| 4716.T (Oracle Corporation Japan) | 2,400 | JPY 206,054 -0.1% | JPY 85.8558 -0.1% | |
| SMCI (Super Micro Computer Inc) | 6,395 | USD 195,943 0.3% | USD 30.64 0.3% | |
| 7735.T (SCREEN Holdings Co., Ltd.) | 2,000 | JPY 193,064 0.8% | JPY 96.532 0.8% | |
| 4684.T (OBIC Co.,Ltd.) | 5,900 | JPY 186,477 0.0% | JPY 31.6063 0.0% | |
| HLMA.L (Halma PLC) | 3,670 | GBP 176,875 0.0% | GBP 48.1948 0.0% | |
| ZBRA (Zebra Technologies Corporation) | 681 | USD 167,710 0.2% | USD 246.27 0.2% | |
| BSY (Bentley Systems Inc) | 4,198 | USD 163,722 0.2% | USD 39 0.2% | |
| BESI.AS (BE Semiconductor Industries NV) | 1,055 | EUR 163,454 0.0% | EUR 154.933 0.0% | |
| IOT (Samsara Inc) | 4,446 | USD 162,190 -0.2% | USD 36.48 -0.2% | |
| IONQ (IONQ Inc) | 3,465 | USD 159,390 -7.7% | USD 46 -7.7% | |
| 3626.T (TIS Inc.) | 4,700 | JPY 158,915 0.0% | JPY 33.8117 0.0% | |
| DSG.TO (Descartes Systems Group Inc) | 1,774 | CAD 158,405 0.1% | CAD 89.2926 0.1% | |
| NEM.DE (Nemetschek SE) | 1,342 | EUR 146,674 0.0% | EUR 109.295 0.0% | |
| 7701.T (Shimadzu Corporation) | 5,200 | JPY 138,290 -3.8% | JPY 26.5942 -3.8% | |
| 4704.T (Trend Micro Incorporated) | 3,100 | JPY 134,087 1.0% | JPY 43.2539 1.0% | |
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.