| NVDA |
NVIDIA CORP |
2379504 |
158231.00 |
$27,560,675.58 |
5.54 |
| GOOGL |
ALPHABET INC-CL A |
BYVY8G0 |
118666.00 |
$25,265,178.06 |
5.07 |
| AVGO |
BROADCOM INC |
BDZ78H9 |
84460.00 |
$25,117,559.40 |
5.04 |
| AAPL |
APPLE INC |
2046251 |
106279.00 |
$24,671,607.06 |
4.95 |
| TSM |
TAIWAN SEMICONDUCTOR-SP ADR |
2113382 |
105474.00 |
$24,350,782.38 |
4.89 |
| ORCL |
ORACLE CORP |
2661568 |
105536.00 |
$23,864,855.68 |
4.79 |
| MSFT |
MICROSOFT CORP |
2588173 |
46588.00 |
$23,605,673.72 |
4.74 |
| META |
META PLATFORMS INC-CLASS A |
B7TL820 |
31748.00 |
$23,452,247.60 |
4.71 |
| AMZN |
AMAZON.COM INC |
2000019 |
102015.00 |
$23,361,435.00 |
4.69 |
| AMD |
ADVANCED MICRO DEVICES |
2007849 |
141731.00 |
$23,049,712.53 |
4.63 |
| PLTR |
PALANTIR TECHNOLOGIES INC-A |
BN78DQ4 |
133631.00 |
$20,941,314.01 |
4.21 |
| BABA |
ALIBABA GROUP HOLDING-SP ADR |
BP41ZD1 |
153121.00 |
$20,671,335.00 |
4.15 |
| TSLA |
TESLA INC |
B616C79 |
58847.00 |
$19,647,247.89 |
3.95 |
| MU |
MICRON TECHNOLOGY INC |
2588184 |
145866.00 |
$17,359,512.66 |
3.49 |
| CRM |
SALESFORCE INC |
2310525 |
64211.00 |
$16,454,068.75 |
3.30 |
| IBM |
INTL BUSINESS MACHINES CORP |
2005973 |
65206.00 |
$15,877,008.94 |
3.19 |
| NOW |
SERVICENOW INC |
B80NXX8 |
15966.00 |
$14,648,166.36 |
2.94 |
| PANW |
PALO ALTO NETWORKS INC |
B87ZMX0 |
74871.00 |
$14,264,422.92 |
2.86 |
| SNOW |
SNOWFLAKE INC |
BN134B7 |
59636.00 |
$14,232,727.76 |
2.86 |
| MDB |
MONGODB INC |
BF2FJ99 |
44780.00 |
$14,133,015.80 |
2.84 |
| ADBE |
ADOBE INC |
2008154 |
37783.00 |
$13,477,196.10 |
2.71 |
| BIDU |
BAIDU INC - SPON ADR |
B0FXT17 |
114987.00 |
$10,958,261.10 |
2.20 |
| CYBR |
CYBERARK SOFTWARE LTD/ISRAEL |
BQT3XY6 |
23595.00 |
$10,694,669.70 |
2.15 |
| ZS |
ZSCALER INC |
BZ00V34 |
35281.00 |
$9,774,601.05 |
1.96 |
| OKLO |
OKLO INC |
BMD78K7 |
123961.00 |
$9,128,488.04 |
1.83 |
| SOUN |
SOUNDHOUND AI INC-A |
BLDBS68 |
586603.00 |
$7,637,571.06 |
1.53 |
| ESTC |
ELASTIC NV |
BFXCLC6 |
87197.00 |
$7,416,976.82 |
1.49 |
| PEGA |
Pegasystems Inc |
2675860 |
125831.00 |
$6,821,298.51 |
1.37 |
| INOD |
INNODATA INC |
2226741 |
124101.00 |
$4,713,355.98 |
0.95 |
| AI |
C3.AI INC-A |
BMGNBJ2 |
215443.00 |
$3,643,141.13 |
0.73 |
