Q1 2026 Holdings
Filed 2026-04-16 | 23 holdings | $93.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nvidia ORD(NVDA) | COM | 67066G104 | $12.2M | 70,046 | 13.1% |
| Teradyne ORD(TER) | COM | 880770102 | $8.7M | 29,375 | 9.3% |
| Synopsys ORD(SNPS) | COM | 871607107 | $6.5M | 16,439 | 7.0% |
| Intuitive Surgical ORD(ISRG) | COM | 46120E602 | $5.0M | 10,797 | 5.3% |
| Advanced Micro Devices ORD(AMD) | COM | 007903107 | $4.8M | 23,834 | 5.2% |
| Rubrik CL A ORD(RBRK) | COM | 781154109 | $4.8M | 97,469 | 5.1% |
| Broadcom ORD(AVGO) | COM | 11135F101 | $4.6M | 14,781 | 4.9% |
| Palo Alto Networks ORD(PANW) | COM | 697435105 | $4.4M | 27,215 | 4.7% |
| ARM Holdings ADR(ARM) | COM | 042068205 | $4.3M | 28,579 | 4.6% |
| Datadog CL A ORD(DDOG) | COM | 23804L103 | $4.0M | 33,814 | 4.3% |
| Micron Technology ORD(MU) | COM | 595112103 | $3.9M | 11,553 | 4.2% |
| Honeywell International ORD(HON) | COM | 438516106 | $3.7M | 16,363 | 4.0% |
| Ametek ORD(AME) | COM | 031100100 | $3.3M | 15,400 | 3.5% |
| Cloudflare CL A ORD(NET) | COM | 18915M107 | $3.2M | 15,328 | 3.4% |
| Taiwan Semiconductor Mnftg ADR 5 ORD(TSM) | COM | 874039100 | $3.0M | 8,801 | 3.2% |
| Crowdstrike Holdings CL A ORD(CRWD) | COM | 22788C105 | $2.9M | 7,302 | 3.0% |
| Servicenow ORD(NOW) | COM | 81762P102 | $2.7M | 26,116 | 2.9% |
| Cadence Design Systems ORD(CDNS) | COM | 127387108 | $2.6M | 9,455 | 2.8% |
| Procept Biorobotics ORD(PRCT) | COM | 74276L105 | $2.5M | 100,062 | 2.7% |
| Dynatrace ORD(DT) | COM | 268150109 | $2.4M | 65,953 | 2.6% |
| Tesla ORD(TSLA) | COM | 88160R101 | $2.0M | 5,375 | 2.1% |
| KLA ORD(KLAC) | COM | 482480100 | $1.3M | 901 | 1.4% |
| Marvell Technology ORD(MRVL) | COM | 573874104 | $718.9K | 7,258 | 0.8% |