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 BAH US EQUITY,1.74E-03,303,Booz Allen Hamilton Holding Corp,"Consumer, Non-cyclical",Consommation Non Cyclique,UNITED STATES,États-Unis,90.0400,37614,, S US EQUITY,1.78E-03,1837,SentinelOne Inc,Technology,Technologie,UNITED STATES,États-Unis,15.1800,38446,, CRM US EQUITY,1.53E-02,912,Salesforce Inc,Technology,Technologie,UNITED STATES,États-Unis,262.9000,330564,, ORCL US EQUITY,0.028194551,2284,Oracle Corp,Technology,Technologie,UNITED STATES,États-Unis,193.7500,610109,, MRVL US EQUITY,3.43E-03,610,Marvell Technology Inc,Technology,Technologie,UNITED STATES,États-Unis,88.2300,74202,, PEGA US EQUITY,0.00197419,516,Pegasystems Inc,Technology,Technologie,UNITED STATES,États-Unis,60.0500,42720,, HUBS US EQUITY,0.001564287,62,HubSpot Inc,Technology,Technologie,UNITED STATES,États-Unis,396.0000,33850,, ESTC US EQUITY,1.81E-03,375,Elastic NV,Technology,Technologie,UNITED STATES,États-Unis,75.6100,39091,, FIVN US EQUITY,0.001637533,1302,Five9 Inc,Technology,Technologie,UNITED STATES,États-Unis,19.7400,35435,, DT US EQUITY,0.001499728,551,Dynatrace Inc,Technology,Technologie,UNITED STATES,États-Unis,42.7200,32453,, SNOW US EQUITY,0.004587358,307,Snowflake Inc,Technology,Technologie,UNITED STATES,États-Unis,234.5300,99267,, META US EQUITY,0.089946408,2137,Meta Platforms Inc,Communications,Communications,UNITED STATES,États-Unis,660.6200,1946373,, MSTR US EQUITY,0.002536317,252,Strategy Inc,Technology,Technologie,UNITED STATES,États-Unis,157.9700,54884,, GFS US EQUITY,0.002001224,797,GLOBALFOUNDRIES Inc,Technology,Technologie,UNITED STATES,États-Unis,39.4100,43305,, APLD US EQUITY,0.001417055,735,Applied Digital Corp,Communications,Communications,UNITED STATES,États-Unis,30.2600,30664,, ADBE US EQUITY,0.009954226,465,Adobe Inc,Technology,Technologie,UNITED STATES,États-Unis,335.9900,215402,, CTSH US EQUITY,0.002523146,468,Cognizant Technology Solutions Corp,Technology,Technologie,UNITED STATES,États-Unis,84.6200,54599,, AMBA US EQUITY,0.001890731,368,Ambarella Inc,Technology,Technologie,UNITED STATES,États-Unis,80.6400,40914,, CSCO US EQUITY,0.015050428,3140,Cisco Systems Inc,Communications,Communications,UNITED STATES,États-Unis,75.2300,325680,, MSFT US EQUITY,0.091461803,3000,Microsoft Corp,Technology,Technologie,UNITED STATES,États-Unis,478.5100,1979165,, QCOM US EQUITY,0.011043219,950,QUALCOMM Inc,Technology,Technologie,UNITED STATES,États-Unis,182.4500,238967,, NVDA US EQUITY,0.101628328,8519,NVIDIA Corp,Technology,Technologie,UNITED STATES,États-Unis,187.2400,2199161,, ACN US EQUITY,0.009229663,525,Accenture PLC,Technology,Technologie,IRELAND,Irlande,275.9300,199723,, GOOG US EQUITY,0.122510011,6113,Alphabet Inc,Communications,Communications,UNITED STATES,États-Unis,314.5500,2651025,, AVGO US EQUITY,0.092626076,4229,Broadcom Inc,Technology,Technologie,UNITED STATES,États-Unis,343.7700,2004359,, NOW US EQUITY,0.008807975,929,ServiceNow Inc,Technology,Technologie,UNITED STATES,États-Unis,148.8100,190598,, FICO US EQUITY,0.001325184,13,Fair Isaac Corp,Technology,Technologie,UNITED STATES,États-Unis,"1,599.9600",28676,, AMAT US EQUITY,0.009410954,499,Applied Materials Inc,Technology,Technologie,UNITED STATES,États-Unis,296.0100,203646,, AI US EQUITY,0.001607449,1783,C3.ai Inc,Technology,Technologie,UNITED STATES,États-Unis,14.1500,34784,, AUR US EQUITY,0.001419365,5063,Aurora Innovation Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,4.4000,30714,, CXM US EQUITY,0.001884769,3913,Sprinklr Inc,Communications,Communications,UNITED STATES,États-Unis,7.5600,40785,, EXTR US EQUITY,0.001425049,1363,Extreme Networks Inc,Communications,Communications,UNITED STATES,États-Unis,16.4100,30837,, GLOB US EQUITY,0.002420047,542,Globant SA,Technology,Technologie,LUXEMBOURG,Luxembourg,70.0800,52368,, PLTR US EQUITY,0.026712476,2333,Palantir Technologies Inc,Technology,Technologie,UNITED STATES,États-Unis,179.7100,578038,, SOUN US EQUITY,0.001200596,1678,SoundHound AI Inc,Technology,Technologie,UNITED STATES,États-Unis,11.2300,25980,, UPST US EQUITY,0.001876035,581,Upstart Holdings Inc,Financial,Services Financiers,UNITED STATES,États-Unis,50.6800,40596,, APPN US EQUITY,0.002141109,1011,Appian Corp,Technology,Technologie,UNITED STATES,États-Unis,33.2400,46332,, FRSH US EQUITY,0.001910001,2547,Freshworks Inc,Technology,Technologie,UNITED STATES,États-Unis,11.7700,41331,, INTA US EQUITY,0.001973913,697,Intapp Inc,Technology,Technologie,UNITED STATES,États-Unis,44.4500,42714,, TWLO US EQUITY,0.002104648,237,Twilio Inc,Technology,Technologie,UNITED STATES,États-Unis,139.3800,45543,, WDAY US EQUITY,0.002800374,209,Workday Inc,Technology,Technologie,UNITED STATES,États-Unis,210.3000,60598,, HPE US EQUITY,0.001638504,1081,Hewlett Packard Enterprise Co,Technology,Technologie,UNITED STATES,États-Unis,23.7900,35456,, MU US EQUITY,0.017942348,820,Micron Technology Inc,Technology,Technologie,UNITED STATES,États-Unis,343.4300,388259,, ANET US EQUITY,0.008337257,987,Arista Networks Inc,Communications,Communications,UNITED STATES,États-Unis,132.5800,180412,, INOD US EQUITY,0.001557401,376,Innodata Inc,Technology,Technologie,UNITED STATES,États-Unis,65.0100,33701,, IDCC US EQUITY,0.001535589,78,InterDigital Inc,Communications,Communications,UNITED STATES,États-Unis,309.0000,33229,, EXLS US EQUITY,0.001749275,648,ExlService Holdings Inc,Technology,Technologie,UNITED STATES,États-Unis,42.3700,37853,, CRWV US EQUITY,0.005546772,1117,CoreWeave Inc,Technology,Technologie,UNITED STATES,États-Unis,77.9400,120028,, AAPL US EQUITY,0.103186145,6173,Apple Inc,Technology,Technologie,UNITED STATES,États-Unis,262.3600,2232871,, AMZN US EQUITY,0.109401979,7127,Amazon.com Inc,Communications,Communications,UNITED STATES,États-Unis,240.9300,2367377,, IBM US EQUITY,0.014357058,745,International Business Machines Corp,Technology,Technologie,UNITED STATES,États-Unis,302.4700,310676,, AMD US EQUITY,0.014380673,1053,Advanced Micro Devices Inc,Technology,Technologie,UNITED STATES,États-Unis,214.3500,311187,, INTC US EQUITY,0.008354725,3275,Intel Corp,Technology,Technologie,UNITED STATES,États-Unis,40.0400,180790,, CRWD US EQUITY,0.006453412,221,Crowdstrike Holdings Inc,Technology,Technologie,UNITED STATES,États-Unis,458.3200,139647,, APP US EQUITY,0.0125057,318,AppLovin Corp,Communications,Communications,UNITED STATES,États-Unis,617.2400,270614,, PATH US EQUITY,0.001958755,1774,UiPath Inc,Technology,Technologie,UNITED STATES,États-Unis,17.3300,42386,, U US EQUITY,0.002281086,786,Unity Software Inc,Technology,Technologie,UNITED STATES,États-Unis,45.5500,49361,, EPAM US EQUITY,0.00249052,179,EPAM Systems Inc,Technology,Technologie,UNITED STATES,États-Unis,218.3800,53893,,