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,1.97E-03,1864,SentinelOne Inc,Technology,Technologie,UNITED STATES,États-Unis,16.9600,44098,, ADBE US EQUITY,0.009497325,466,Adobe Inc,Technology,Technologie,UNITED STATES,États-Unis,326.7800,212415,, ORCL US EQUITY,3.00E-02,2316,Oracle Corp,Technology,Technologie,UNITED STATES,États-Unis,207.7300,671090,, MRVL US EQUITY,0.003880796,621,Marvell Technology Inc,Technology,Technologie,UNITED STATES,États-Unis,100.2000,86797,, ACN US EQUITY,0.008967944,527,Accenture PLC,Technology,Technologie,IRELAND,Irlande,272.8500,200575,, PEGA US EQUITY,1.77E-03,518,Pegasystems Inc,Technology,Technologie,UNITED STATES,États-Unis,54.7200,39538,, HUBS US EQUITY,0.001496707,64,HubSpot Inc,Technology,Technologie,UNITED STATES,États-Unis,374.9700,33475,, ESTC US EQUITY,0.001740517,372,Elastic NV,Technology,Technologie,UNITED STATES,États-Unis,75.0200,38928,, FIVN US EQUITY,0.001684807,1321,Five9 Inc,Technology,Technologie,UNITED STATES,États-Unis,20.4500,37682,, DT US EQUITY,0.001552462,560,Dynatrace Inc,Technology,Technologie,UNITED STATES,États-Unis,44.4500,34722,, SNOW US EQUITY,0.004991288,302,Snowflake Inc,Technology,Technologie,UNITED STATES,États-Unis,265.0000,111634,, MSTR US EQUITY,0.002996096,255,Strategy Inc,Technology,Technologie,UNITED STATES,États-Unis,188.3900,67010,, GFS US EQUITY,0.001933714,814,GLOBALFOUNDRIES Inc,Technology,Technologie,UNITED STATES,États-Unis,38.0900,43249,, APLD US EQUITY,0.001373349,750,Applied Digital Corp,Communications,Communications,UNITED STATES,États-Unis,29.3600,30716,, AI US EQUITY,0.001692542,1808,C3.ai Inc,Technology,Technologie,UNITED STATES,États-Unis,15.0100,37855,, CTSH US EQUITY,0.002317783,469,Cognizant Technology Solutions Corp,Technology,Technologie,UNITED STATES,États-Unis,79.2400,51839,, AMBA US EQUITY,0.00159601,365,Ambarella Inc,Technology,Technologie,UNITED STATES,États-Unis,70.1100,35696,, CSCO US EQUITY,0.01542008,3180,Cisco Systems Inc,Communications,Communications,UNITED STATES,États-Unis,77.7500,344882,, MSFT US EQUITY,0.090755195,3046,Microsoft Corp,Technology,Technologie,UNITED STATES,États-Unis,477.7300,2029810,, QCOM US EQUITY,0.010503773,962,QUALCOMM Inc,Technology,Technologie,UNITED STATES,États-Unis,175.0700,234925,, NVDA US EQUITY,0.096773185,8640,NVIDIA Corp,Technology,Technologie,UNITED STATES,États-Unis,179.5900,2164407,, GOOG US EQUITY,0.124057108,6204,Alphabet Inc,Communications,Communications,UNITED STATES,États-Unis,320.6200,2774633,, AVGO US EQUITY,0.101621263,4281,Broadcom Inc,Technology,Technologie,UNITED STATES,États-Unis,380.6100,2272838,, NOW US EQUITY,0.009973633,192,ServiceNow Inc,Technology,Technologie,UNITED STATES,États-Unis,832.9000,223068,, FICO US EQUITY,0.00142888,13,Fair Isaac Corp,Technology,Technologie,UNITED STATES,États-Unis,"1,762.3500",31958,, HPE US EQUITY,0.001522952,1097,Hewlett Packard Enterprise Co,Technology,Technologie,UNITED STATES,États-Unis,22.2600,34062,, AMAT US EQUITY,0.008393674,501,Applied Materials Inc,Technology,Technologie,UNITED STATES,États-Unis,268.6300,187731,, ANET US EQUITY,0.007970572,1000,Arista Networks Inc,Communications,Communications,UNITED STATES,États-Unis,127.8000,178268,, AUR US EQUITY,0.001445199,5138,Aurora Innovation Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,4.5100,32323,, CXM US EQUITY,0.001923833,3970,Sprinklr Inc,Communications,Communications,UNITED STATES,États-Unis,7.7700,43028,, EXTR US EQUITY,0.001502787,1384,Extreme Networks Inc,Communications,Communications,UNITED STATES,États-Unis,17.4100,33611,, GLOB US EQUITY,0.002380915,550,Globant SA,Technology,Technologie,LUXEMBOURG,Luxembourg,69.4100,53251,, PLTR US EQUITY,0.025982694,2366,Palantir Technologies Inc,Technology,Technologie,UNITED STATES,États-Unis,176.0800,581123,, SOUN US EQUITY,0.001251913,1704,SoundHound AI Inc,Technology,Technologie,UNITED STATES,États-Unis,11.7800,28000,, UPST US EQUITY,0.001669739,591,Upstart Holdings Inc,Financial,Services Financiers,UNITED STATES,États-Unis,45.3000,37345,, APPN US EQUITY,0.002518715,1025,Appian Corp,Technology,Technologie,UNITED STATES,États-Unis,39.4000,56333,, FRSH US EQUITY,0.002001764,2578,Freshworks Inc,Technology,Technologie,UNITED STATES,États-Unis,12.4500,44771,, INTA US EQUITY,0.002017502,716,Intapp Inc,Technology,Technologie,UNITED STATES,États-Unis,45.1800,45123,, TWLO US EQUITY,0.001957679,245,Twilio Inc,Technology,Technologie,UNITED STATES,États-Unis,128.1200,43785,, WDAY US EQUITY,0.002894199,216,Workday Inc,Technology,Technologie,UNITED STATES,États-Unis,214.8400,64731,, IBM US EQUITY,0.014344016,760,International Business Machines Corp,Technology,Technologie,UNITED STATES,États-Unis,302.6200,320815,, MU US EQUITY,0.012238165,838,Micron Technology Inc,Technology,Technologie,UNITED STATES,États-Unis,234.1600,273716,, INOD US EQUITY,0.001391367,374,Innodata Inc,Technology,Technologie,UNITED STATES,États-Unis,59.6500,31119,, IDCC US EQUITY,0.00172688,81,InterDigital Inc,Communications,Communications,UNITED STATES,États-Unis,341.8400,38623,, EXLS US EQUITY,0.001654314,660,ExlService Holdings Inc,Technology,Technologie,UNITED STATES,États-Unis,40.1900,37000,, CRWV US EQUITY,0.005617691,1135,CoreWeave Inc,Technology,Technologie,UNITED STATES,États-Unis,79.3600,125644,, AAPL US EQUITY,0.110955929,6261,Apple Inc,Technology,Technologie,UNITED STATES,États-Unis,284.1500,2481615,, AMZN US EQUITY,0.104668375,7222,Amazon.com Inc,Communications,Communications,UNITED STATES,États-Unis,232.3800,2340989,, BAH US EQUITY,0.001533102,298,Booz Allen Hamilton Holding Corp,"Consumer, Non-cyclical",Consommation Non Cyclique,UNITED STATES,États-Unis,82.4900,34289,, AMD US EQUITY,0.014494022,1068,Advanced Micro Devices Inc,Technology,Technologie,UNITED STATES,États-Unis,217.6000,324170,, INTC US EQUITY,0.009047307,3315,Intel Corp,Technology,Technologie,UNITED STATES,États-Unis,43.7600,202350,, CRM US EQUITY,0.01374198,923,Salesforce Inc,Technology,Technologie,UNITED STATES,États-Unis,238.7200,307350,, CRWD US EQUITY,0.007453622,228,Crowdstrike Holdings Inc,Technology,Technologie,UNITED STATES,États-Unis,524.1700,166706,, APP US EQUITY,0.012968343,314,AppLovin Corp,Communications,Communications,UNITED STATES,États-Unis,662.2100,290047,, PATH US EQUITY,0.00166728,1799,UiPath Inc,Technology,Technologie,UNITED STATES,États-Unis,14.8600,37290,, U US EQUITY,0.00223462,803,Unity Software Inc,Technology,Technologie,UNITED STATES,États-Unis,44.6200,49979,, EPAM US EQUITY,0.002307589,185,EPAM Systems Inc,Technology,Technologie,UNITED STATES,États-Unis,200.0000,51611,, META US EQUITY,0.08652212,2169,Meta Platforms Inc,Communications,Communications,UNITED STATES,États-Unis,639.6000,1935134,,