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 AMZN US EQUITY,1.12E-01,7330,Amazon.com Inc,Communications,Communications,UNITED STATES,États-Unis,246.2900,2502154,, BAH US EQUITY,1.84E-03,313,Booz Allen Hamilton Holding Corp,"Consumer, Non-cyclical",Consommation Non Cyclique,UNITED STATES,États-Unis,94.2200,40874,, S US EQUITY,1.80E-03,1888,SentinelOne Inc,Technology,Technologie,UNITED STATES,États-Unis,15.3300,40115,, INTC US EQUITY,0.008621234,3369,Intel Corp,Technology,Technologie,UNITED STATES,États-Unis,41.1100,191960,, CRM US EQUITY,1.52E-02,937,Salesforce Inc,Technology,Technologie,UNITED STATES,États-Unis,260.5300,338346,, ORCL US EQUITY,0.027742309,2350,Oracle Corp,Technology,Technologie,UNITED STATES,États-Unis,189.6500,617709,, MRVL US EQUITY,0.003246616,625,Marvell Technology Inc,Technology,Technologie,UNITED STATES,États-Unis,83.4500,72289,, PEGA US EQUITY,1.96E-03,528,Pegasystems Inc,Technology,Technologie,UNITED STATES,États-Unis,59.4900,43535,, HUBS US EQUITY,0.00147364,64,HubSpot Inc,Technology,Technologie,UNITED STATES,États-Unis,369.9000,32812,, ESTC US EQUITY,0.00189545,388,Elastic NV,Technology,Technologie,UNITED STATES,États-Unis,78.4800,42204,, FIVN US EQUITY,0.001659888,1340,Five9 Inc,Technology,Technologie,UNITED STATES,États-Unis,19.9000,36959,, DT US EQUITY,0.001502249,564,Dynatrace Inc,Technology,Technologie,UNITED STATES,États-Unis,42.7900,33449,, META US EQUITY,0.088393918,2198,Meta Platforms Inc,Communications,Communications,UNITED STATES,États-Unis,646.0600,1968175,, MSTR US EQUITY,0.002702287,260,Strategy Inc,Technology,Technologie,UNITED STATES,États-Unis,166.9700,60169,, GFS US EQUITY,0.001983656,819,GLOBALFOUNDRIES Inc,Technology,Technologie,UNITED STATES,États-Unis,38.9100,44168,, APLD US EQUITY,0.001501081,755,Applied Digital Corp,Communications,Communications,UNITED STATES,États-Unis,31.9400,33423,, ADBE US EQUITY,0.010151193,481,Adobe Inc,Technology,Technologie,UNITED STATES,États-Unis,339.0400,226026,, CTSH US EQUITY,0.00258408,484,Cognizant Technology Solutions Corp,Technology,Technologie,UNITED STATES,États-Unis,85.7700,57537,, AMBA US EQUITY,0.001674215,380,Ambarella Inc,Technology,Technologie,UNITED STATES,États-Unis,70.7800,37278,, CSCO US EQUITY,0.01487037,3230,Cisco Systems Inc,Communications,Communications,UNITED STATES,États-Unis,73.9600,331103,, MSFT US EQUITY,0.091813174,3085,Microsoft Corp,Technology,Technologie,UNITED STATES,États-Unis,478.1100,2044308,, QCOM US EQUITY,0.011060563,977,QUALCOMM Inc,Technology,Technologie,UNITED STATES,États-Unis,181.8700,246274,, ACN US EQUITY,0.009437906,538,Accenture PLC,Technology,Technologie,IRELAND,Irlande,281.8200,210144,, GOOG US EQUITY,0.127584018,6287,Alphabet Inc,Communications,Communications,UNITED STATES,États-Unis,326.0100,2840780,, AVGO US EQUITY,0.090027803,4350,Broadcom Inc,Technology,Technologie,UNITED STATES,États-Unis,332.4800,2004555,, NOW US EQUITY,0.008690442,955,ServiceNow Inc,Technology,Technologie,UNITED STATES,États-Unis,146.1900,193501,, FICO US EQUITY,0.00128308,13,Fair Isaac Corp,Technology,Technologie,UNITED STATES,États-Unis,"1,585.6000",28569,, SNOW US EQUITY,0.004415935,317,Snowflake Inc,Technology,Technologie,UNITED STATES,États-Unis,223.7900,98325,, AMAT US EQUITY,0.00895852,511,Applied Materials Inc,Technology,Technologie,UNITED STATES,États-Unis,281.6400,199470,, AI US EQUITY,0.001577116,1832,C3.ai Inc,Technology,Technologie,UNITED STATES,États-Unis,13.8300,35116,, AUR US EQUITY,0.001513656,5207,Aurora Innovation Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,4.6700,33703,, CXM US EQUITY,0.00192325,4023,Sprinklr Inc,Communications,Communications,UNITED STATES,États-Unis,7.6800,42823,, EXTR US EQUITY,0.001384221,1403,Extreme Networks Inc,Communications,Communications,UNITED STATES,États-Unis,15.8500,30821,, GLOB US EQUITY,0.002389972,555,Globant SA,Technology,Technologie,LUXEMBOURG,Luxembourg,69.1800,53215,, PLTR US EQUITY,0.026432821,2401,Palantir Technologies Inc,Technology,Technologie,UNITED STATES,États-Unis,176.8600,588552,, SOUN US EQUITY,0.001182613,1724,SoundHound AI Inc,Technology,Technologie,UNITED STATES,États-Unis,11.0200,26332,, UPST US EQUITY,0.001874476,595,Upstart Holdings Inc,Financial,Services Financiers,UNITED STATES,États-Unis,50.6100,41737,, APPN US EQUITY,0.002244458,1040,Appian Corp,Technology,Technologie,UNITED STATES,États-Unis,34.6700,49975,, FRSH US EQUITY,0.001912471,2617,Freshworks Inc,Technology,Technologie,UNITED STATES,États-Unis,11.7400,42583,, NVDA US EQUITY,0.100877056,8758,NVIDIA Corp,Technology,Technologie,UNITED STATES,États-Unis,185.0400,2246124,, WDAY US EQUITY,0.002820719,216,Workday Inc,Technology,Technologie,UNITED STATES,États-Unis,209.7900,62806,, HPE US EQUITY,0.00152421,1112,Hewlett Packard Enterprise Co,Technology,Technologie,UNITED STATES,États-Unis,22.0200,33938,, MU US EQUITY,0.017139889,842,Micron Technology Inc,Technology,Technologie,UNITED STATES,États-Unis,327.0200,381636,, ANET US EQUITY,0.007816777,1015,Arista Networks Inc,Communications,Communications,UNITED STATES,États-Unis,123.7200,174048,, INTA US EQUITY,0.001964075,715,Intapp Inc,Technology,Technologie,UNITED STATES,États-Unis,44.1300,43732,, TWLO US EQUITY,0.00209589,245,Twilio Inc,Technology,Technologie,UNITED STATES,États-Unis,137.4300,46667,, INOD US EQUITY,0.00154222,389,Innodata Inc,Technology,Technologie,UNITED STATES,États-Unis,63.6900,34339,, IDCC US EQUITY,0.001546352,81,InterDigital Inc,Communications,Communications,UNITED STATES,États-Unis,306.6900,34431,, EXLS US EQUITY,0.001767137,665,ExlService Holdings Inc,Technology,Technologie,UNITED STATES,États-Unis,42.6900,39347,, CRWV US EQUITY,0.005513664,1149,CoreWeave Inc,Technology,Technologie,UNITED STATES,États-Unis,77.0900,122767,, AAPL US EQUITY,0.102375038,6349,Apple Inc,Technology,Technologie,UNITED STATES,États-Unis,259.0400,2279478,, IBM US EQUITY,0.014415326,765,International Business Machines Corp,Technology,Technologie,UNITED STATES,États-Unis,302.7200,320971,, AMD US EQUITY,0.013798285,1083,Advanced Micro Devices Inc,Technology,Technologie,UNITED STATES,États-Unis,204.6800,307232,, CRWD US EQUITY,0.006583459,228,Crowdstrike Holdings Inc,Technology,Technologie,UNITED STATES,États-Unis,463.8700,146587,, APP US EQUITY,0.012626182,329,AppLovin Corp,Communications,Communications,UNITED STATES,États-Unis,616.5300,281134,, PATH US EQUITY,0.00191548,1823,UiPath Inc,Technology,Technologie,UNITED STATES,États-Unis,16.8800,42650,, U US EQUITY,0.002274594,807,Unity Software Inc,Technology,Technologie,UNITED STATES,États-Unis,45.2800,50646,, EPAM US EQUITY,0.002530949,185,EPAM Systems Inc,Technology,Technologie,UNITED STATES,États-Unis,219.7800,56354,,