| Q1 2026filed May 8, 269 new5 added36 reduced8 exited |
| ≡ | NOW – SERVICENOW INC | Reduce 99.00% | −3,811,393 | −1.78 |
| ≡ | APP – APPLOVIN CORP | Reduce 34.00% | −491,790 | −1.48 |
| ≡ | TSM – TAIWAN SEMICONDUCTOR MANUFAC | Reduce 14.00% | −963,490 | 1.46 |
| ≡ | MSFT – MICROSOFT CORP | Reduce 38.00% | −940,645 | −1.41 |
| ≡ | NVDA – NVIDIA CORPORATION | Reduce 10.00% | −1,957,829 | 1.00 |
| ≡ | IRTC – IRHYTHM TECHNOLOGIES INC | Sell | −1,699,645 | −0.92 |
| ≡ | DASH – DOORDASH INC | Reduce 12.00% | −539,547 | −0.77 |
| ≡ | NFLX – NETFLIX INC. | Reduce 6.00% | −608,420 | 0.69 |
| ≡ | SE – SEA LTD | Reduce 14.00% | −772,463 | −0.60 |
| ≡ | HDB – HDFC BANK LTD | Reduce 85.00% | −5,209,710 | −0.59 |
| ≡ | CVNA – CARVANA CO | Reduce 13.00% | −325,286 | −0.52 |
| ≡ | AVGO – BROADCOM INC | Reduce 34.00% | −711,686 | −0.52 |
| ≡ | SHOP – SHOPIFY INC | Reduce 6.00% | −570,370 | −0.50 |
| ≡ | ROP – ROPER TECHNOLOGIES INC | Sell | −287,318 | −0.39 |
| ≡ | NU – NU HLDGS LTD | Reduce 23.00% | −10,081,674 | −0.33 |
| ≡ | SAP – SAP SE | Sell | −394,117 | −0.29 |
| ≡ | AMZN – AMAZON COM INC | Reduce 10.00% | −720,957 | 0.27 |
| ≡ | CDNS – CADENCE DESIGN SYSTEM INC | Sell | −252,008 | −0.24 |
| ≡ | AJG – GALLAGHER ARTHUR J & CO | Sell | −244,255 | −0.19 |
| ≡ | RBLX – ROBLOX CORP | Reduce 14.00% | −456,698 | −0.18 |
| ≡ | GLOB – GLOBANT S A | Sell | −770,560 | −0.15 |
| ≡ | XYZ – BLOCK INC | Reduce 7.00% | −419,048 | 0.13 |
| ≡ | IOT – SAMSARA INC | Reduce 18.00% | −3,465,574 | −0.12 |
| ≡ | WCN – WASTE CONNECTIONS INC | Reduce 34.00% | −330,977 | −0.11 |
| ≡ | FWONK – LIBERTY MEDIA CORP DEL | Reduce 25.00% | −522,753 | −0.10 |
| ≡ | MELI – MERCADOLIBRE INC | Reduce 7.00% | −34,190 | 0.10 |
| ≡ | TEAM – ATLASSIAN CORPORATION | Reduce 90.00% | −122,253 | −0.06 |
| ≡ | CPNG – COUPANG INC | Reduce 11.00% | −1,147,478 | −0.06 |
| ≡ | BSX – BOSTON SCIENTIFIC CORP | Reduce 9.00% | −69,055 | −0.05 |
| ≡ | KVYO – KLAVIYO INC | Reduce 36.00% | −333,595 | −0.05 |
| ≡ | GRAB – GRAB HOLDINGS LIMITED | Reduce 19.00% | −2,121,623 | −0.04 |
| ≡ | APH – AMPHENOL CORP | Reduce 8.00% | −73,402 | 0.04 |
| ≡ | YMM – FULL TRUCK ALLIANCE CO LTD | Reduce 19.00% | −1,152,989 | −0.04 |
| ≡ | RACE – FERRARI N V | Reduce 7.00% | −22,274 | 0.03 |
| ≡ | LIN – LINDE PLC | Reduce 8.00% | −4,621 | 0.03 |
| ≡ | DDOG – DATADOG INC | Reduce 7.00% | −107,434 | 0.03 |
| ≡ | DUOL – DUOLINGO INC | Sell | −39,975 | −0.02 |
| ≡ | RARE – ULTRAGENYX PHARMACEUTICAL IN | Reduce 8.00% | −271,191 | 0.02 |
| ≡ | IWF – ISHARES TR | Sell | −8,215 | −0.01 |
| ≡ | TDG – TRANSDIGM GROUP INC | Reduce 9.00% | −8,838 | 0.01 |
| ≡ | V – VISA INC | Reduce 10.00% | −319,698 | −0.01 |
| ≡ | SNOW – SNOWFLAKE INC | Reduce 65.00% | −7,782 | −0.01 |
| ≡ | ICE – INTERCONTINENTAL EXCHANGE IN | Reduce 20.00% | −1,118,598 | −0.01 |
| ≡ | KSPI – KASPI KZ JSC | Reduce 19.00% | −362,427 | −0.00 |
| Q4 2025filed Feb 13, 266 new18 added27 reduced4 exited |
| ≡ | XYZ – BLOCK INC | Reduce 49.00% | −5,673,174 | −1.14 |
| ≡ | TEAM – ATLASSIAN CORPORATION | Reduce 95.00% | −2,505,196 | −1.10 |
| ≡ | DXCM – DEXCOM INC | Sell | −4,934,189 | −0.92 |
| ≡ | TSM – TAIWAN SEMICONDUCTOR MFG LTD | Reduce 26.00% | −2,425,714 | −0.82 |
| ≡ | AJG – GALLAGHER ARTHUR J & CO | Reduce 78.00% | −849,815 | −0.74 |
| ≡ | ORCL – ORACLE CORP | Sell | −936,043 | −0.73 |
| ≡ | RBLX – ROBLOX CORP | Reduce 8.00% | −293,089 | −0.54 |
| ≡ | V – VISA INC | Reduce 23.00% | −936,904 | −0.50 |
| ≡ | MSFT – MICROSOFT CORP | Reduce 14.00% | −394,869 | −0.46 |
| ≡ | VG – VENTURE GLOBAL INC | Sell | −7,484,070 | −0.29 |
| ≡ | META – META PLATFORMS INC | Reduce 10.00% | −133,193 | −0.29 |
| ≡ | CPNG – COUPANG INC | Reduce 6.00% | −704,512 | −0.24 |
| ≡ | IRTC – IRHYTHM TECHNOLOGIES INC | Reduce 24.00% | −536,465 | −0.14 |
| ≡ | AMZN – AMAZON COM INC | Reduce 12.00% | −973,987 | 0.13 |
| ≡ | DDOG – DATADOG INC | Reduce 20.00% | −380,880 | −0.12 |
| ≡ | ROP – ROPER TECHNOLOGIES INC | Reduce 18.00% | −64,457 | −0.09 |
| ≡ | CDNS – CADENCE DESIGN SYSTEM INC | Reduce 24.00% | −79,879 | −0.08 |
| ≡ | RARE – ULTRAGENYX PHARMACEUTICAL IN | Reduce 8.00% | −284,129 | −0.07 |
| ≡ | MNDY – MONDAY COM LTD | Sell | −116,213 | −0.06 |
| ≡ | WCN – WASTE CONNECTIONS INC | Reduce 18.00% | −217,314 | −0.06 |
| ≡ | IOT – SAMSARA INC | Reduce 7.00% | −1,395,014 | −0.05 |
| ≡ | YMM – FULL TRUCK ALLIANCE CO LTD | Reduce 10.00% | −643,087 | −0.04 |
| ≡ | GRAB – GRAB HOLDINGS LIMITED | Reduce 10.00% | −1,246,930 | −0.04 |
| ≡ | LIN – LINDE PLC | Reduce 30.00% | −25,153 | −0.03 |
| ≡ | SAP – SAP SE | Reduce 10.00% | −46,153 | −0.03 |
| ≡ | NU – NU HLDGS LTD | Reduce 12.00% | −6,138,267 | 0.03 |
| ≡ | DUOL – DUOLINGO INC | Reduce 16.00% | −7,697 | −0.02 |
| ≡ | GLOB – GLOBANT S A | Reduce 9.00% | −77,702 | 0.02 |
| ≡ | PANW – PALO ALTO NETWORKS INC | Reduce 16.00% | −31,656 | −0.02 |
| ≡ | FIG – FIGMA INC | Reduce 16.00% | −36,970 | −0.01 |
| ≡ | KVYO – KLAVIYO INC | Reduce 16.00% | −176,804 | 0.01 |
| Q3 2025filed Nov 13, 254 new23 added14 reduced6 exited |
| ≡ | DXCM – DEXCOM INC | Reduce 50.00% | −5,013,755 | −1.58 |
| ≡ | NOW – SERVICENOW INC | Reduce 12.00% | −162,056 | −0.99 |
| ≡ | AXON – AXON ENTERPRISE INC | Reduce 10.00% | −168,954 | −0.97 |
| ≡ | AMZN – AMAZON COM INC | Reduce 9.00% | −816,024 | −0.72 |
| ≡ | NET – CLOUDFLARE INC | Reduce 23.00% | −1,120,555 | −0.52 |
| ≡ | RGEN – REPLIGEN CORP | Sell | −1,251,088 | −0.45 |
| ≡ | DASH – DOORDASH INC | Reduce 16.00% | −768,890 | −0.37 |
| ≡ | SHOP – SHOPIFY INC | Reduce 7.00% | −555,344 | 0.36 |
| ≡ | DDOG – DATADOG INC | Reduce 32.00% | −877,335 | −0.32 |
| ≡ | GOOG – ALPHABET INC | Sell | −603,385 | −0.31 |
| ≡ | CHTR – CHARTER COMMUNICATIONS INC N | Sell | −242,432 | −0.28 |
| ≡ | IRTC – IRHYTHM TECHNOLOGIES INC | Reduce 23.00% | −679,417 | −0.23 |
| ≡ | SE – SEA LTD | Reduce 14.00% | −794,838 | −0.20 |
| ≡ | NU – NU HLDGS LTD | Reduce 7.00% | −3,942,266 | 0.09 |
| ≡ | OKTA – OKTA INC | Sell | −300,517 | −0.09 |
| ≡ | CRWD – CROWDSTRIKE HLDGS INC | Sell | −45,021 | −0.07 |
| ≡ | GRAB – GRAB HOLDINGS LIMITED | Reduce 33.00% | −6,266,839 | −0.06 |
| ≡ | CPNG – COUPANG INC | Reduce 8.00% | −975,544 | −0.05 |
| ≡ | ICLR – ICON PLC | Sell | −91,550 | −0.04 |
| ≡ | APH – AMPHENOL CORP NEW | Reduce 15.00% | −144,887 | 0.00 |
| Q2 2025filed Aug 13, 253 new17 added18 reduced12 exited |
| ≡ | SHOP – SHOPIFY INC | Reduce 38.00% | −4,653,206 | −1.46 |
| ≡ | AMZN – AMAZON COM INC | Reduce 17.00% | −1,864,520 | −1.37 |
| ≡ | TEAM – ATLASSIAN CORPORATION | Reduce 34.00% | −1,329,865 | −1.32 |
| ≡ | APP – APPLOVIN CORP | Reduce 60.00% | −1,240,847 | −1.03 |
| ≡ | UBER – UBER TECHNOLOGIES INC | Sell | −3,913,222 | −0.97 |
| ≡ | NKE – NIKE INC | Sell | −3,754,580 | −0.81 |
| ≡ | HTHT – H WORLD GROUP LTD | Sell | −3,587,089 | −0.45 |
| ≡ | AXON – AXON ENTERPRISE INC | Reduce 15.00% | −288,527 | 0.43 |
| ≡ | SE – SEA LTD | Reduce 17.00% | −1,139,989 | −0.42 |
| ≡ | ABNB – AIRBNB INC | Sell | −950,809 | −0.39 |
| ≡ | SPOT – SPOTIFY TECHNOLOGY S A | Reduce 24.00% | −433,747 | −0.36 |
| ≡ | UNH – UNITEDHEALTH GROUP INC | Sell | −174,787 | −0.31 |
| ≡ | NET – CLOUDFLARE INC | Reduce 23.00% | −1,498,572 | 0.31 |
| ≡ | NFLX – NETFLIX INC | Reduce 23.00% | −335,795 | −0.30 |
| ≡ | SNOW – SNOWFLAKE INC | Reduce 98.00% | −584,483 | −0.29 |
| ≡ | RBLX – ROBLOX CORP | Reduce 10.00% | −419,787 | 0.29 |
| ≡ | AAPL – APPLE INC | Sell | −355,649 | −0.27 |
| ≡ | BZ – KANZHUN LIMITED | Sell | −3,934,331 | −0.26 |
| ≡ | YMM – FULL TRUCK ALLIANCE CO LTD | Reduce 32.00% | −3,323,696 | −0.21 |
| ≡ | MELI – MERCADOLIBRE INC | Reduce 16.00% | −98,467 | −0.21 |
| ≡ | GOOGL – ALPHABET INC | Reduce 8.00% | −263,848 | −0.20 |
| ≡ | META – META PLATFORMS INC | Reduce 13.00% | −201,721 | −0.19 |
| ≡ | GLBE – GLOBAL E ONLINE LTD | Sell | −522,035 | −0.06 |
| ≡ | VG – VENTURE GLOBAL INC | Reduce 8.00% | −678,369 | 0.05 |
| ≡ | OKTA – OKTA INC | Reduce 16.00% | −58,204 | −0.04 |
| ≡ | DASH – DOORDASH INC | Reduce 13.00% | −714,840 | −0.03 |
| ≡ | IWF – ISHARES TR | Sell | −26,465 | −0.03 |
| ≡ | EW – EDWARDS LIFESCIENCES CORP | Sell | −19,244 | −0.00 |
| ≡ | ENTG – ENTEGRIS INC | Sell | −11,172 | −0.00 |
| ≡ | PATH – UIPATH INC | Sell | −44,642 | −0.00 |
| Q1 2025filed May 14, 259 new10 added30 reduced5 exited |
| ≡ | ASML – ASML HOLDING N V | Reduce 69.00% | −1,228,348 | −2.41 |
| ≡ | ENTG – ENTEGRIS INC | Reduce 100.00% | −7,202,901 | −2.11 |
| ≡ | AAPL – APPLE INC | Reduce 87.00% | −2,359,405 | −1.74 |
| ≡ | NVDA – NVIDIA CORPORATION | Reduce 10.00% | −2,113,230 | −1.41 |
| ≡ | SNOW – SNOWFLAKE INC | Reduce 80.00% | −2,321,198 | −1.04 |
| ≡ | XYZ – BLOCK INC | Reduce 17.00% | −1,808,003 | −1.02 |
| ≡ | SE – SEA LTD | Reduce 8.00% | −573,638 | 0.71 |
| ≡ | MELI – MERCADOLIBRE INC | Reduce 8.00% | −56,507 | 0.70 |
| ≡ | DDOG – DATADOG INC | Reduce 17.00% | −610,948 | −0.51 |
| ≡ | DASH – DOORDASH INC | Reduce 7.00% | −384,949 | 0.50 |
| ≡ | AMZN – AMAZON COM INC | Reduce 6.00% | −713,177 | −0.48 |
| ≡ | TEAM – ATLASSIAN CORPORATION | Reduce 13.00% | −601,587 | −0.43 |
| ≡ | SHOP – SHOPIFY INC | Reduce 12.00% | −1,633,118 | −0.39 |
| ≡ | V – VISA INC | Reduce 16.00% | −735,208 | 0.29 |
| ≡ | GLOB – GLOBANT S A | Reduce 9.00% | −88,835 | −0.27 |
| ≡ | GOOGL – ALPHABET INC | Reduce 7.00% | −269,688 | −0.27 |
| ≡ | TXN – TEXAS INSTRS INC | Sell | −391,807 | −0.22 |
| ≡ | XP – XP INC | Sell | −4,864,145 | −0.17 |
| ≡ | SITE – SITEONE LANDSCAPE SUPPLY INC | Sell | −414,943 | −0.16 |
| ≡ | DXCM – DEXCOM INC | Reduce 6.00% | −695,345 | −0.14 |
| ≡ | MSFT – MICROSOFT CORP | Reduce 6.00% | −155,660 | −0.12 |
| ≡ | FWONK – LIBERTY MEDIA CORP DEL | Reduce 23.00% | −584,835 | −0.10 |
| ≡ | CP – CANADIAN PACIFIC KANSAS CITY | Sell | −411,228 | −0.09 |
| ≡ | BZ – KANZHUN LIMITED | Reduce 9.00% | −384,439 | 0.08 |
| ≡ | CPNG – COUPANG INC | Reduce 7.00% | −972,066 | 0.05 |
| ≡ | KVYO – KLAVIYO INC | Reduce 21.00% | −264,791 | −0.05 |
| ≡ | GLBE – GLOBAL E ONLINE LTD | Reduce 22.00% | −149,329 | −0.05 |
| ≡ | CRWD – CROWDSTRIKE HLDGS INC | Reduce 44.00% | −34,541 | −0.03 |
| ≡ | OKTA – OKTA INC | Reduce 22.00% | −98,927 | 0.02 |
| ≡ | NU – NU HLDGS LTD | Reduce 11.00% | −6,545,320 | 0.01 |
| ≡ | NET – CLOUDFLARE INC | Reduce 17.00% | −1,338,608 | −0.01 |
| ≡ | KSPI – KASPI KX JSC | Reduce 9.00% | −130,029 | 0.01 |
| ≡ | GRAB – GRAB HOLDINGS LIMITED | Reduce 9.00% | −1,900,634 | 0.00 |
| ≡ | PATH – UIPATH INC | Reduce 39.00% | −28,999 | −0.00 |
| ≡ | TXG – 10X GENOMICS INC | Sell | −12,542 | −0.00 |