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,1.77E-03,1894,SentinelOne Inc,Technology,Technologie,UNITED STATES,États-Unis,14.8000,38540,, ORCL US EQUITY,0.028027207,2356,Oracle Corp,Technology,Technologie,UNITED STATES,États-Unis,188.6500,611087,, MRVL US EQUITY,3.35E-03,631,Marvell Technology Inc,Technology,Technologie,UNITED STATES,États-Unis,84.0700,72936,, ACN US EQUITY,0.009212025,537,Accenture PLC,Technology,Technologie,IRELAND,Irlande,272.0400,200853,, PEGA US EQUITY,0.001943784,528,Pegasystems Inc,Technology,Technologie,UNITED STATES,États-Unis,58.3800,42381,, HUBS US EQUITY,1.49E-03,64,HubSpot Inc,Technology,Technologie,UNITED STATES,États-Unis,370.3500,32588,, ESTC US EQUITY,0.001806144,382,Elastic NV,Technology,Technologie,UNITED STATES,États-Unis,74.9800,39380,, FIVN US EQUITY,0.001818941,1341,Five9 Inc,Technology,Technologie,UNITED STATES,États-Unis,21.5100,39659,, DT US EQUITY,0.001587646,570,Dynatrace Inc,Technology,Technologie,UNITED STATES,États-Unis,44.1700,34616,, SNOW US EQUITY,0.004340205,312,Snowflake Inc,Technology,Technologie,UNITED STATES,États-Unis,220.6000,94631,, MSTR US EQUITY,0.002693393,255,Strategy Inc,Technology,Technologie,UNITED STATES,États-Unis,167.5000,58725,, GFS US EQUITY,0.001926722,824,GLOBALFOUNDRIES Inc,Technology,Technologie,UNITED STATES,États-Unis,37.0800,42009,, APLD US EQUITY,0.001161702,760,Applied Digital Corp,Communications,Communications,UNITED STATES,États-Unis,24.2400,25329,, AI US EQUITY,0.001679421,1838,C3.ai Inc,Technology,Technologie,UNITED STATES,États-Unis,14.4900,36617,, AUR US EQUITY,0.001358232,5228,Aurora Innovation Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,4.1200,29614,, CXM US EQUITY,0.001999876,4040,Sprinklr Inc,Communications,Communications,UNITED STATES,États-Unis,7.8500,43604,, ADBE US EQUITY,0.010442294,476,Adobe Inc,Technology,Technologie,UNITED STATES,États-Unis,347.8900,227677,, CTSH US EQUITY,0.00252608,479,Cognizant Technology Solutions Corp,Technology,Technologie,UNITED STATES,États-Unis,83.6300,55077,, AMBA US EQUITY,0.001702124,375,Ambarella Inc,Technology,Technologie,UNITED STATES,États-Unis,71.9800,37112,, CSCO US EQUITY,0.015844354,3240,Cisco Systems Inc,Communications,Communications,UNITED STATES,États-Unis,77.5500,345460,, MSFT US EQUITY,0.093006121,3096,Microsoft Corp,Technology,Technologie,UNITED STATES,États-Unis,476.3900,2027845,, QCOM US EQUITY,0.010906076,982,QUALCOMM Inc,Technology,Technologie,UNITED STATES,États-Unis,176.1200,237789,, NVDA US EQUITY,0.098508348,8790,NVIDIA Corp,Technology,Technologie,UNITED STATES,États-Unis,177.7200,2147812,, GOOG US EQUITY,0.122524337,6314,Alphabet Inc,Communications,Communications,UNITED STATES,États-Unis,307.7300,2671441,, AVGO US EQUITY,0.093857779,4361,Broadcom Inc,Technology,Technologie,UNITED STATES,États-Unis,341.3000,2046414,, NOW US EQUITY,0.009457308,192,ServiceNow Inc,Technology,Technologie,UNITED STATES,États-Unis,781.1200,206201,, FICO US EQUITY,0.001469132,13,Fair Isaac Corp,Technology,Technologie,UNITED STATES,États-Unis,"1,792.1300",32032,, HPE US EQUITY,0.001711618,1117,Hewlett Packard Enterprise Co,Technology,Technologie,UNITED STATES,États-Unis,24.3000,37319,, AMAT US EQUITY,0.008340645,511,Applied Materials Inc,Technology,Technologie,UNITED STATES,États-Unis,258.8400,181854,, ANET US EQUITY,0.008112698,1020,Arista Networks Inc,Communications,Communications,UNITED STATES,États-Unis,126.1300,176884,, EXTR US EQUITY,0.001486515,1404,Extreme Networks Inc,Communications,Communications,UNITED STATES,États-Unis,16.7900,32411,, GLOB US EQUITY,0.002330651,560,Globant SA,Technology,Technologie,LUXEMBOURG,Luxembourg,66.0000,50816,, PLTR US EQUITY,0.028485485,2406,Palantir Technologies Inc,Technology,Technologie,UNITED STATES,États-Unis,187.7500,621079,, SOUN US EQUITY,0.001214813,1734,SoundHound AI Inc,Technology,Technologie,UNITED STATES,États-Unis,11.1100,26487,, UPST US EQUITY,0.0017778,601,Upstart Holdings Inc,Financial,Services Financiers,UNITED STATES,États-Unis,46.9100,38762,, APPN US EQUITY,0.00240064,1045,Appian Corp,Technology,Technologie,UNITED STATES,États-Unis,36.4300,52342,, FRSH US EQUITY,0.002066517,2628,Freshworks Inc,Technology,Technologie,UNITED STATES,États-Unis,12.4700,45057,, INTA US EQUITY,0.002052804,726,Intapp Inc,Technology,Technologie,UNITED STATES,États-Unis,44.8400,44758,, TWLO US EQUITY,0.002124307,245,Twilio Inc,Technology,Technologie,UNITED STATES,États-Unis,137.5000,46317,, WDAY US EQUITY,0.002943584,216,Workday Inc,Technology,Technologie,UNITED STATES,États-Unis,216.1100,64180,, IBM US EQUITY,0.014721041,770,International Business Machines Corp,Technology,Technologie,UNITED STATES,États-Unis,303.1800,320968,, MU US EQUITY,0.012433273,848,Micron Technology Inc,Technology,Technologie,UNITED STATES,États-Unis,232.5100,271087,, INOD US EQUITY,0.001228894,384,Innodata Inc,Technology,Technologie,UNITED STATES,États-Unis,50.7500,26794,, IDCC US EQUITY,0.0017778,81,InterDigital Inc,Communications,Communications,UNITED STATES,États-Unis,348.0600,38762,, EXLS US EQUITY,0.001765187,670,ExlService Holdings Inc,Technology,Technologie,UNITED STATES,États-Unis,41.7800,38487,, CRWV US EQUITY,0.005061929,1155,CoreWeave Inc,Technology,Technologie,UNITED STATES,États-Unis,69.5000,110367,, AAPL US EQUITY,0.110324468,6371,Apple Inc,Technology,Technologie,UNITED STATES,États-Unis,274.6100,2405443,, AMZN US EQUITY,0.103181163,7352,Amazon.com Inc,Communications,Communications,UNITED STATES,États-Unis,222.5600,2249695,, BAH US EQUITY,0.001658644,308,Booz Allen Hamilton Holding Corp,"Consumer, Non-cyclical",Consommation Non Cyclique,UNITED STATES,États-Unis,85.4000,36164,, AMD US EQUITY,0.014350822,1088,Advanced Micro Devices Inc,Technology,Technologie,UNITED STATES,États-Unis,209.1700,312896,, INTC US EQUITY,0.007940477,3375,Intel Corp,Technology,Technologie,UNITED STATES,États-Unis,37.3100,173129,, CRM US EQUITY,0.015158175,943,Salesforce Inc,Technology,Technologie,UNITED STATES,États-Unis,254.9100,330499,, CRWD US EQUITY,0.007023829,228,Crowdstrike Holdings Inc,Technology,Technologie,UNITED STATES,États-Unis,488.5300,153143,, APP US EQUITY,0.013838011,324,AppLovin Corp,Communications,Communications,UNITED STATES,États-Unis,677.3000,301715,, PATH US EQUITY,0.001855724,1829,UiPath Inc,Technology,Technologie,UNITED STATES,États-Unis,16.0900,40461,, U US EQUITY,0.00228497,813,Unity Software Inc,Technology,Technologie,UNITED STATES,États-Unis,44.5700,49820,, EPAM US EQUITY,0.00240142,185,EPAM Systems Inc,Technology,Technologie,UNITED STATES,États-Unis,205.8500,52359,, META US EQUITY,0.091539419,2209,Meta Platforms Inc,Communications,Communications,UNITED STATES,États-Unis,657.1500,1995866,,