+88
New
88
Positions
| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | Lam Research Corp | 512807108 | Apr 2024 | 3,000 | $2.7M | 3.77% | EC |
| 2 | Alphabet Inc | 02079K107 | Apr 2024 | 13,196 | $2.2M | 3.05% | EC |
| 3 | ServiceNow Inc | 81762P102 | Apr 2024 | 2,906 | $2.0M | 2.83% | EC |
| 4 | Progressive Corp/The | 743315103 | Apr 2024 | 8,952 | $1.9M | 2.62% | EC |
| 5 | NVIDIA Corp | 67066G104 | Apr 2024 | 2,148 | $1.9M | 2.61% | EC |
| 6 | Advanced Micro Devices Inc | 007903107 | Apr 2024 | 10,968 | $1.7M | 2.44% | EC |
| 7 | Danaher Corp | 235851102 | Apr 2024 | 7,005 | $1.7M | 2.43% | EC |
| 8 | Linde PLC | 000000000 | Apr 2024 | 3,866 | $1.7M | 2.40% | EC |
| 9 | ASML Holding NV | 000000000 | Apr 2024 | 1,947 | $1.7M | 2.38% | EC |
| 10 | Cadence Design Systems Inc | 127387108 | Apr 2024 | 6,046 | $1.7M | 2.34% | EC |
| 11 | Amazon.com Inc | 023135106 | Apr 2024 | 9,443 | $1.7M | 2.32% | EC |
| 12 | Texas Instruments Inc | 882508104 | Apr 2024 | 9,243 | $1.6M | 2.29% | EC |
| 13 | Shopify Inc | 82509L107 | Apr 2024 | 23,174 | $1.6M | 2.29% | EC |
| 14 | Fiserv Inc | 337738108 | Apr 2024 | 10,434 | $1.6M | 2.24% | EC |
| 15 | United Rentals Inc | 911363109 | Apr 2024 | 2,296 | $1.5M | 2.16% | EC |
| 16 | MercadoLibre Inc | 58733R102 | Apr 2024 | 1,049 | $1.5M | 2.15% | EC |
| 17 | DoorDash Inc | 25809K105 | Apr 2024 | 10,631 | $1.4M | 1.93% | EC |
| 18 | Samsara Inc | 79589L106 | Apr 2024 | 36,798 | $1.3M | 1.81% | EC |
| 19 | Alphabet Inc | 02079K305 | Apr 2024 | 7,884 | $1.3M | 1.80% | EC |
| 20 | Microsoft Corp | 594918104 | Apr 2024 | 3,181 | $1.2M | 1.74% | EC |
| 21 | Dexcom Inc | 252131107 | Apr 2024 | 9,556 | $1.2M | 1.71% | EC |
| 22 | Ascendis Pharma A/S | 04351P101 | Apr 2024 | 8,752 | $1.2M | 1.70% | EC |
| 23 | Adyen NV | 000000000 | Apr 2024 | 985 | $1.2M | 1.66% | EC |
| 24 | Salesforce Inc | 79466L302 | Apr 2024 | 4,331 | $1.2M | 1.64% | EC |
| 25 | Cloudflare Inc | 18915M107 | Apr 2024 | 12,791 | $1.1M | 1.57% | EC |
| 26 | Chipotle Mexican Grill Inc | 169656105 | Apr 2024 | 349 | $1.1M | 1.55% | EC |
| 27 | Procore Technologies Inc | 74275K108 | Apr 2024 | 15,491 | $1.1M | 1.49% | EC |
| 28 | Rocket Pharmaceuticals Inc | 77313F106 | Apr 2024 | 47,202 | $1.0M | 1.43% | EC |
| 29 | Krystal Biotech Inc | 501147102 | Apr 2024 | 5,957 | $912K | 1.28% | EC |
| 30 | Meta Platforms Inc | 30303M102 | Apr 2024 | 2,061 | $887K | 1.25% | EC |
| 31 | Applied Materials Inc | 038222105 | Apr 2024 | 4,317 | $858K | 1.21% | EC |
| 32 | Toast Inc | 888787108 | Apr 2024 | 34,849 | $823K | 1.16% | EC |
| 33 | Iovance Biotherapeutics Inc | 462260100 | Apr 2024 | 67,422 | $794K | 1.12% | EC |
| 34 | Cognex Corp | 192422103 | Apr 2024 | 18,660 | $775K | 1.09% | EC |
| 35 | Autolus Therapeutics PLC | 05280R100 | Apr 2024 | 201,792 | $743K | 1.04% | EC |
| 36 | Thermo Fisher Scientific Inc | 883556102 | Apr 2024 | 1,269 | $722K | 1.01% | EC |
| 37 | Datadog Inc | 23804L103 | Apr 2024 | 5,726 | $719K | 1.01% | EC |
| 38 | HubSpot Inc | 443573100 | Apr 2024 | 1,185 | $717K | 1.01% | EC |
| 39 | Avidity Biosciences Inc | 05370A108 | Apr 2024 | 29,685 | $716K | 1.01% | EC |
| 40 | Snowflake Inc | 833445109 | Apr 2024 | 4,581 | $711K | 1.00% | EC |
| 41 | Moderna Inc | 60770K107 | Apr 2024 | 6,336 | $699K | 0.98% | EC |
| 42 | Lonza Group AG | 000000000 | Apr 2024 | 1,211 | $668K | 0.94% | EC |
| 43 | Chart Industries Inc | 16115Q308 | Apr 2024 | 4,447 | $641K | 0.90% | EC |
| 44 | Lattice Semiconductor Corp | 518415104 | Apr 2024 | 8,807 | $604K | 0.85% | EC |
| 45 | Bicycle Therapeutics PLC | 088786108 | Apr 2024 | 25,108 | $589K | 0.83% | EC |
| 46 | Catalent Inc | 148806102 | Apr 2024 | 10,319 | $576K | 0.81% | EC |
| 47 | Arvinas Inc | 04335A105 | Apr 2024 | 17,680 | $562K | 0.79% | EC |
| 48 | ICON PLC | 000000000 | Apr 2024 | 1,762 | $525K | 0.74% | EC |
| 49 | Kymera Therapeutics Inc | 501575104 | Apr 2024 | 14,956 | $503K | 0.71% | EC |
| 50 | REGENXBIO Inc | 75901B107 | Apr 2024 | 31,700 | $487K | 0.68% | EC |
| 51 | Arrowhead Pharmaceuticals Inc | 04280A100 | Apr 2024 | 20,510 | $464K | 0.65% | EC |
| 52 | Nice Ltd | 653656108 | Apr 2024 | 2,060 | $460K | 0.65% | EC |
| 53 | Uber Technologies Inc | 90353T100 | Apr 2024 | 6,865 | $455K | 0.64% | EC |
| 54 | Bentley Systems Inc | 08265T208 | Apr 2024 | 8,598 | $452K | 0.63% | EC |
| 55 | C4 Therapeutics Inc | 12529R107 | Apr 2024 | 70,188 | $442K | 0.62% | EC |
| 56 | MongoDB Inc | 60937P106 | Apr 2024 | 1,203 | $439K | 0.62% | EC |
| 57 | Gitlab Inc | 37637K108 | Apr 2024 | 8,311 | $436K | 0.61% | EC |
| 58 | Smartsheet Inc | 83200N103 | Apr 2024 | 11,050 | $418K | 0.59% | EC |
| 59 | Palo Alto Networks Inc | 697435105 | Apr 2024 | 1,423 | $414K | 0.58% | EC |
| 60 | Atlassian Corp | 049468101 | Apr 2024 | 2,388 | $411K | 0.58% | EC |
| 61 | Eli Lilly & Co | 532457108 | Apr 2024 | 473 | $369K | 0.52% | EC |
| 62 | Inspire Medical Systems Inc | 457730109 | Apr 2024 | 1,513 | $366K | 0.51% | EC |
| 63 | Dynatrace Inc | 268150109 | Apr 2024 | 8,036 | $364K | 0.51% | EC |
| 64 | Monday.com Ltd | 000000000 | Apr 2024 | 1,828 | $346K | 0.49% | EC |
| 65 | Workday Inc | 98138H101 | Apr 2024 | 1,340 | $328K | 0.46% | EC |
| 66 | CCC Intelligent Solutions Holdings Inc | 12510Q100 | Apr 2024 | 27,649 | $310K | 0.44% | EC |
| 67 | Block Inc | 852234103 | Apr 2024 | 4,121 | $301K | 0.42% | EC |
| 68 | SentinelOne Inc | 81730H109 | Apr 2024 | 13,964 | $295K | 0.41% | EC |
| 69 | Okta Inc | 679295105 | Apr 2024 | 3,134 | $291K | 0.41% | EC |
| 70 | SAP SE | 803054204 | Apr 2024 | 1,600 | $290K | 0.41% | EC |
| 71 | Zscaler Inc | 98980G102 | Apr 2024 | 1,655 | $286K | 0.40% | EC |
| 72 | Legend Biotech Corp | 52490G102 | Apr 2024 | 6,532 | $286K | 0.40% | EC |
| 73 | DraftKings Inc | 26142V105 | Apr 2024 | 6,827 | $284K | 0.40% | EC |
| 74 | Intellia Therapeutics Inc | 45826J105 | Apr 2024 | 13,025 | $279K | 0.39% | EC |
| 75 | Sea Ltd | 81141R100 | Apr 2024 | 4,385 | $277K | 0.39% | EC |
| 76 | IDEXX Laboratories Inc | 45168D104 | Apr 2024 | 562 | $277K | 0.39% | EC |
| 77 | Cooper Cos Inc/The | 216648501 | Apr 2024 | 2,891 | $257K | 0.36% | EC |
| 78 | Hubbell Inc | 443510607 | Apr 2024 | 693 | $257K | 0.36% | EC |
| 79 | Insulet Corp | 45784P101 | Apr 2024 | 1,231 | $212K | 0.30% | EC |
| 80 | Allogene Therapeutics Inc | 019770106 | Apr 2024 | 70,869 | $196K | 0.27% | EC |
| 81 | Replimune Group Inc | 76029N106 | Apr 2024 | 30,513 | $194K | 0.27% | EC |
| 82 | Lantheus Holdings Inc | 516544103 | Apr 2024 | 2,780 | $185K | 0.26% | EC |
| 83 | Adaptimmune Therapeutics Plc | 00653A107 | Apr 2024 | 129,616 | $154K | 0.22% | EC |
| 84 | Repare Therapeutics Inc | 760273102 | Apr 2024 | 44,035 | $137K | 0.19% | EC |
| 85 | Vaxcyte Inc | 92243G108 | Apr 2024 | 1,955 | $118K | 0.17% | EC |
| 86 | uniQure NV | 000000000 | Apr 2024 | 25,808 | $114K | 0.16% | EC |
| 87 | Fate Therapeutics Inc | 31189P102 | Apr 2024 | 14,455 | $57K | 0.08% | EC |
| 88 | CONTRA MAGENTA THERAPE | 559CVR022 | Apr 2024 | 143,270 | $0 | 0.00% | DE |