TICKER,PORTFOLIO_MWEIGHT,POSITION,SECURITY_NAME,GICS_SECTOR_NAME,GICS_SECTOR_NAME_FR,COUNTRY,COUNTRY_FR,LAST_PRICE,VALUE,BTC Per Share,Shares Per BTC S US EQUITY,1.78E-03,1894,SentinelOne Inc,Technology,Technologie,UNITED STATES,États-Unis,14.8400,38678,, ADBE US EQUITY,0.010571067,476,Adobe Inc,Technology,Technologie,UNITED STATES,États-Unis,351.1500,230012,, ORCL US EQUITY,2.76E-02,2356,Oracle Corp,Technology,Technologie,UNITED STATES,États-Unis,184.9200,599528,, MRVL US EQUITY,0.003362573,631,Marvell Technology Inc,Technology,Technologie,UNITED STATES,États-Unis,84.2600,73165,, ACN US EQUITY,0.009327974,537,Accenture PLC,Technology,Technologie,IRELAND,Irlande,274.6600,202964,, GOOG US EQUITY,1.24E-01,6314,Alphabet Inc,Communications,Communications,UNITED STATES,États-Unis,309.3200,2687587,, PEGA US EQUITY,0.001949479,528,Pegasystems Inc,Technology,Technologie,UNITED STATES,États-Unis,58.3800,42418,, HUBS US EQUITY,0.001476747,64,HubSpot Inc,Technology,Technologie,UNITED STATES,États-Unis,364.8500,32132,, ESTC US EQUITY,0.001780994,382,Elastic NV,Technology,Technologie,UNITED STATES,États-Unis,73.7200,38752,, FIVN US EQUITY,0.001747076,1341,Five9 Inc,Technology,Technologie,UNITED STATES,États-Unis,20.6000,38014,, DT US EQUITY,0.00159987,570,Dynatrace Inc,Technology,Technologie,UNITED STATES,États-Unis,44.3800,34811,, SNOW US EQUITY,0.004247922,312,Snowflake Inc,Technology,Technologie,UNITED STATES,États-Unis,215.2800,92429,, GFS US EQUITY,0.001940701,824,GLOBALFOUNDRIES Inc,Technology,Technologie,UNITED STATES,États-Unis,37.2400,42227,, APLD US EQUITY,0.001104527,760,Applied Digital Corp,Communications,Communications,UNITED STATES,États-Unis,22.9800,24033,, AI US EQUITY,0.001702956,1838,C3.ai Inc,Technology,Technologie,UNITED STATES,États-Unis,14.6500,37054,, AUR US EQUITY,0.001382072,5228,Aurora Innovation Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,4.1800,30072,, CXM US EQUITY,0.00196993,4040,Sprinklr Inc,Communications,Communications,UNITED STATES,États-Unis,7.7100,42863,, EXTR US EQUITY,0.001502392,1404,Extreme Networks Inc,Communications,Communications,UNITED STATES,États-Unis,16.9200,32690,, GLOB US EQUITY,0.00238742,560,Globant SA,Technology,Technologie,LUXEMBOURG,Luxembourg,67.4100,51947,, PLTR US EQUITY,0.027884191,2406,Palantir Technologies Inc,Technology,Technologie,UNITED STATES,États-Unis,183.2500,606722,, SOUN US EQUITY,0.0011833,1734,SoundHound AI Inc,Technology,Technologie,UNITED STATES,États-Unis,10.7900,25747,, CTSH US EQUITY,0.002546207,479,Cognizant Technology Solutions Corp,Technology,Technologie,UNITED STATES,États-Unis,84.0500,55402,, AMBA US EQUITY,0.001750293,375,Ambarella Inc,Technology,Technologie,UNITED STATES,États-Unis,73.8000,38084,, CSCO US EQUITY,0.01603423,3240,Cisco Systems Inc,Communications,Communications,UNITED STATES,États-Unis,78.2500,348883,, MSFT US EQUITY,0.092971173,3096,Microsoft Corp,Technology,Technologie,UNITED STATES,États-Unis,474.8200,2022926,, QCOM US EQUITY,0.011133004,982,QUALCOMM Inc,Technology,Technologie,UNITED STATES,États-Unis,179.2600,242239,, NVDA US EQUITY,0.098002003,8790,NVIDIA Corp,Technology,Technologie,UNITED STATES,États-Unis,176.2900,2132390,, AVGO US EQUITY,0.093721771,4361,Broadcom Inc,Technology,Technologie,UNITED STATES,États-Unis,339.8100,2039258,, NOW US EQUITY,0.009291667,192,ServiceNow Inc,Technology,Technologie,UNITED STATES,États-Unis,765.2000,202174,, FICO US EQUITY,0.00148626,13,Fair Isaac Corp,Technology,Technologie,UNITED STATES,États-Unis,"1,807.7300",32339,, HPE US EQUITY,0.001698958,1117,Hewlett Packard Enterprise Co,Technology,Technologie,UNITED STATES,États-Unis,24.0500,36967,, AMAT US EQUITY,0.008443636,511,Applied Materials Inc,Technology,Technologie,UNITED STATES,États-Unis,261.2700,183722,, ANET US EQUITY,0.008121005,1020,Arista Networks Inc,Communications,Communications,UNITED STATES,États-Unis,125.8900,176702,, UPST US EQUITY,0.001750339,601,Upstart Holdings Inc,Financial,Services Financiers,UNITED STATES,États-Unis,46.0500,38085,, APPN US EQUITY,0.00243871,1045,Appian Corp,Technology,Technologie,UNITED STATES,États-Unis,36.9000,53063,, FRSH US EQUITY,0.002072556,2628,Freshworks Inc,Technology,Technologie,UNITED STATES,États-Unis,12.4700,45096,, INTA US EQUITY,0.001952788,726,Intapp Inc,Technology,Technologie,UNITED STATES,États-Unis,42.5300,42490,, TWLO US EQUITY,0.002075681,245,Twilio Inc,Technology,Technologie,UNITED STATES,États-Unis,133.9600,45164,, WDAY US EQUITY,0.002935662,216,Workday Inc,Technology,Technologie,UNITED STATES,États-Unis,214.9000,63876,, IBM US EQUITY,0.015031043,770,International Business Machines Corp,Technology,Technologie,UNITED STATES,États-Unis,308.6600,327055,, MU US EQUITY,0.012737333,848,Micron Technology Inc,Technology,Technologie,UNITED STATES,États-Unis,237.5000,277147,, INOD US EQUITY,0.001195571,384,Innodata Inc,Technology,Technologie,UNITED STATES,États-Unis,49.2300,26014,, IDCC US EQUITY,0.001797539,81,InterDigital Inc,Communications,Communications,UNITED STATES,États-Unis,350.8900,39112,, EXLS US EQUITY,0.001759347,670,ExlService Holdings Inc,Technology,Technologie,UNITED STATES,États-Unis,41.5200,38281,, CRWV US EQUITY,0.005284936,1155,CoreWeave Inc,Technology,Technologie,UNITED STATES,États-Unis,72.3500,114993,, AAPL US EQUITY,0.11044621,6371,Apple Inc,Technology,Technologie,UNITED STATES,États-Unis,274.1100,2403159,, AMZN US EQUITY,0.103474174,7352,Amazon.com Inc,Communications,Communications,UNITED STATES,États-Unis,222.5400,2251457,, BAH US EQUITY,0.001789542,308,Booz Allen Hamilton Holding Corp,"Consumer, Non-cyclical",Consommation Non Cyclique,UNITED STATES,États-Unis,91.8700,38938,, AMD US EQUITY,0.014283431,1088,Advanced Micro Devices Inc,Technology,Technologie,UNITED STATES,États-Unis,207.5800,310788,, INTC US EQUITY,0.00800643,3375,Intel Corp,Technology,Technologie,UNITED STATES,États-Unis,37.5100,174209,, CRM US EQUITY,0.01518289,943,Salesforce Inc,Technology,Technologie,UNITED STATES,États-Unis,254.5800,330359,, CRWD US EQUITY,0.007029117,228,Crowdstrike Holdings Inc,Technology,Technologie,UNITED STATES,États-Unis,487.4700,152944,, APP US EQUITY,0.013834828,324,AppLovin Corp,Communications,Communications,UNITED STATES,États-Unis,675.1650,301027,, PATH US EQUITY,0.001869281,1829,UiPath Inc,Technology,Technologie,UNITED STATES,États-Unis,16.1600,40673,, U US EQUITY,0.0023251,813,Unity Software Inc,Technology,Technologie,UNITED STATES,États-Unis,45.2200,50591,, EPAM US EQUITY,0.002482049,185,EPAM Systems Inc,Technology,Technologie,UNITED STATES,États-Unis,212.1400,54006,, META US EQUITY,0.090460813,2209,Meta Platforms Inc,Communications,Communications,UNITED STATES,États-Unis,647.5100,1968304,, MSTR US EQUITY,0.002613905,255,Strategy Inc,Technology,Technologie,UNITED STATES,États-Unis,162.0800,56875,,