LONDON, X0
Allocation by class
Portfolio Concentration
Top 3 weight
29.3%
Top 10 weight
63.4%
Voting Authority Distribution
Total shares with voting rights: 642.22K
Full voting authority
642.22K
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA ORDSOLE | COM | 70.05K | SH | $12.22M 13.06% | 70.05K | 0.00 | 0.00 |
TERADYNE ORDSOLE | COM | 29.38K | SH | $8.71M 9.31% | 29.38K | 0.00 | 0.00 |
SYNOPSYS ORDSOLE | COM | 16.44K | SH | $6.52M 6.97% | 16.44K | 0.00 | 0.00 |
INTUITIVE SURGICAL ORDSOLE | COM | 10.80K | SH | $4.98M 5.32% | 10.80K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES ORDSOLE | COM | 23.83K | SH | $4.85M 5.18% | 23.83K | 0.00 | 0.00 |
RUBRIK CL A ORDSOLE | COM | 97.47K | SH | $4.77M 5.10% | 97.47K | 0.00 | 0.00 |
BROADCOM ORDSOLE | COM | 14.78K | SH | $4.57M 4.89% | 14.78K | 0.00 | 0.00 |
PALO ALTO NETWORKS ORDSOLE | COM | 27.21K | SH | $4.36M 4.67% | 27.21K | 0.00 | 0.00 |
ARM HOLDINGS ADRSOLE | COM | 28.58K | SH | $4.32M 4.62% | 28.58K | 0.00 | 0.00 |
DATADOG CL A ORDSOLE | COM | 33.81K | SH | $3.99M 4.27% | 33.81K | 0.00 | 0.00 |
MICRON TECHNOLOGY ORDSOLE | COM | 11.55K | SH | $3.90M 4.17% | 11.55K | 0.00 | 0.00 |
HONEYWELL INTERNATIONAL ORDSOLE | COM | 16.36K | SH | $3.70M 3.95% | 16.36K | 0.00 | 0.00 |
AMETEK ORDSOLE | COM | 15.40K | SH | $3.30M 3.53% | 15.40K | 0.00 | 0.00 |
CLOUDFLARE CL A ORDSOLE | COM | 15.33K | SH | $3.16M 3.38% | 15.33K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORDSOLE | COM | 8.80K | SH | $2.97M 3.18% | 8.80K | 0.00 | 0.00 |
CROWDSTRIKE HOLDINGS CL A ORDSOLE | COM | 7.30K | SH | $2.85M 3.05% | 7.30K | 0.00 | 0.00 |
SERVICENOW ORDSOLE | COM | 26.12K | SH | $2.73M 2.92% | 26.12K | 0.00 | 0.00 |
CADENCE DESIGN SYSTEMS ORDSOLE | COM | 9.46K | SH | $2.63M 2.81% | 9.46K | 0.00 | 0.00 |
PROCEPT BIOROBOTICS ORDSOLE | COM | 100.06K | SH | $2.50M 2.68% | 100.06K | 0.00 | 0.00 |
DYNATRACE ORDSOLE | COM | 65.95K | SH | $2.44M 2.61% | 65.95K | 0.00 | 0.00 |
TESLA ORDSOLE | COM | 5.38K | SH | $2.00M 2.14% | 5.38K | 0.00 | 0.00 |
KLA ORDSOLE | COM | 901.00 | SH | $1.33M 1.42% | 901.00 | 0.00 | 0.00 |
MARVELL TECHNOLOGY ORDSOLE | COM | 7.26K | SH | $718.9K 0.77% | 7.26K | 0.00 | 0.00 |