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Q2 2025 → Q2 2026 · change in portfolio weight
| Security | Q2 2025 | Q2 2026 | Change |
|---|---|---|---|
Ticker unavailableCEREBRAS SYSTEMS INC | — | 16.2% | +16.2% |
| 20.0% | 7.8% | -12.2% | |
| 5.6% | — | -5.6% | |
CPNGCOUPANG INC | 4.9% | — | -4.9% |
| 1.5% | 6.2% | +4.6% | |
SNOWSNOWFLAKE INC | 9.1% | 5.0% | -4.1% |
| 2.8% | 6.9% | +4.1% | |
| 2.2% | 5.9% | +3.7% | |
QCOMQUALCOMM INC | — | 3.5% | +3.5% |
| 4.4% | 0.9% | -3.5% | |
| — |
| 3.1% |
| +3.1% |
MSFTMICROSOFT CORP | 7.6% | 4.8% | -2.8% |
CARTMAPLEBEAR INC | 2.8% | — | -2.8% |
| 8.0% | 5.4% | -2.6% |
| — | 2.5% | +2.5% |
| 2.4% | — | -2.4% |
| — | 1.9% | +1.9% |
KLACKLA CORP | — | 1.8% | +1.8% |
MELIMERCADOLIBRE INC | 1.8% | — | -1.8% |
| — | 1.7% | +1.7% |
| 1.7% | — | -1.7% |
| 1.7% | — | -1.7% |
AMZNAMAZON.COM INC | 4.6% | 5.9% | +1.2% |
GOOGLALPHABET INC-CL A | — | 0.6% | +0.6% |
SNPSSYNOPSYS INC | — | 0.6% | +0.6% |
NVDANVIDIA CORP | 18.8% | 19.2% | +0.4% |
Ticker unavailableGRAB HOLDINGS LIMITED | 0.0% | — | -0.0% |
Ticker unavailableGRAB HOLDINGS LIMITED | — | 0.0% | +0.0% |