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 AAPL US EQUITY,0.098815868,22505,Apple Inc,Technology,Technologie,UNITED STATES,�tats-Unis,223.8500,7209263.91,, GOOGL US EQUITY,0.052006032,16342,Alphabet Inc,Technology,Technologie,UNITED STATES,�tats-Unis,162.2400,3794180.19,, TXN US EQUITY,0.022259439,6278,Texas Instruments Inc,Technology,Technologie,UNITED STATES,�tats-Unis,180.7600,1623971.68,, ADBE US EQUITY,0.023303798,2999,Adobe Inc,Technology,Technologie,UNITED STATES,�tats-Unis,396.1500,1700164.46,, ADI US EQUITY,0.014041048,3426,Analog Devices Inc,Technology,Technologie,UNITED STATES,�tats-Unis,208.9400,1024386.29,, ADSK US EQUITY,0.007843264,1482,Autodesk Inc,Technology,Technologie,UNITED STATES,�tats-Unis,269.8100,572217.39,, FTNT US EQUITY,0.010332563,5292,Fortinet Inc,Technology,Technologie,UNITED STATES,�tats-Unis,99.5400,753828.03,, CTSH US EQUITY,0.005196741,3415,Cognizant Technology Solutions Corp,Technology,Technologie,UNITED STATES,�tats-Unis,77.5800,379136.23,, MSFT US EQUITY,0.105112577,13720,Microsoft Corp,Technology,Technologie,UNITED STATES,�tats-Unis,390.5800,7668650.06,, QCOM US EQUITY,0.023645399,7631,QUALCOMM Inc,Technology,Technologie,UNITED STATES,�tats-Unis,157.9700,1725086.51,, ON US EQUITY,0.002505544,2919,ON Semiconductor Corp,Technology,Technologie,UNITED STATES,�tats-Unis,43.7600,182795.8,, NVDA US EQUITY,0.095377863,43637,NVIDIA Corp,Technology,Technologie,UNITED STATES,�tats-Unis,111.4300,6958439,, NXPI US EQUITY,0.006879118,1753,NXP Semiconductors NV,Technology,Technologie,NETHERLANDS,Pays-Bas,200.0600,501876.65,, PANW US EQUITY,0.015585654,4555,Palo Alto Networks Inc,Technology,Technologie,UNITED STATES,�tats-Unis,174.4400,1137075.41,, WDAY US EQUITY,0.007080185,1476,Workday Inc,Technology,Technologie,UNITED STATES,�tats-Unis,244.5500,516545.8,, AMD US EQUITY,0.023358721,11166,Advanced Micro Devices Inc,Technology,Technologie,UNITED STATES,�tats-Unis,106.6500,1704171.47,, INTC US EQUITY,0.01385432,29903,Intel Corp,Technology,Technologie,UNITED STATES,�tats-Unis,23.6200,1010763.29,, INTU US EQUITY,0.023221088,1924,Intuit Inc,Technology,Technologie,UNITED STATES,�tats-Unis,615.3000,1694130.23,, SNPS US EQUITY,0.009313029,1064,Synopsys Inc,Technology,Technologie,UNITED STATES,�tats-Unis,446.2300,679446.4,, ANSS US EQUITY,0.00380965,603,ANSYS Inc,Technology,Technologie,UNITED STATES,�tats-Unis,322.0900,277938.92,, MRVL US EQUITY,0.007606696,5979,Marvell Technology Inc,Technology,Technologie,UNITED STATES,�tats-Unis,64.8600,554958.24,, GOOG US EQUITY,0.049560849,15399,Alphabet Inc,Technology,Technologie,UNITED STATES,�tats-Unis,164.0800,3615788.13,, ZS US EQUITY,0.004334344,1055,Zscaler Inc,Technology,Technologie,UNITED STATES,�tats-Unis,209.4500,316218.76,, AVGO US EQUITY,0.092085824,27296,Broadcom Inc,Technology,Technologie,UNITED STATES,�tats-Unis,171.9900,6718263.2,, MCHP US EQUITY,0.003700076,3714,Microchip Technology Inc,Technology,Technologie,UNITED STATES,�tats-Unis,50.7900,269944.77,, MU US EQUITY,0.01376668,7699,Micron Technology Inc,Technology,Technologie,UNITED STATES,�tats-Unis,91.1600,1004369.33,, TEAM US EQUITY,0.004917362,1126,Atlassian Corp,Technology,Technologie,AUSTRALIA,Australie,222.6400,358753.7,, LRCX US EQUITY,0.012974802,8842,Lam Research Corp,Technology,Technologie,UNITED STATES,�tats-Unis,74.8100,946596.67,, CRWD US EQUITY,0.01156889,1609,Crowdstrike Holdings Inc,Technology,Technologie,UNITED STATES,�tats-Unis,366.5600,844026.19,, MDB US EQUITY,0.001887098,510,MongoDB Inc,Technology,Technologie,UNITED STATES,�tats-Unis,188.6400,137676.17,, DDOG US EQUITY,0.004485539,2181,Datadog Inc,Technology,Technologie,UNITED STATES,�tats-Unis,104.8500,327249.44,, KLAC US EQUITY,0.012577203,916,KLA Corp,Technology,Technologie,UNITED STATES,�tats-Unis,700.0000,917589.26,, AMAT US EQUITY,0.016233433,5604,Applied Materials Inc,Technology,Technologie,UNITED STATES,�tats-Unis,147.6800,1184335.15,, ROP US EQUITY,0.00861259,741,Roper Technologies Inc,Technology,Technologie,UNITED STATES,�tats-Unis,592.5500,628344.79,, CDNS US EQUITY,0.009722726,1888,Cadence Design Systems Inc,Technology,Technologie,UNITED STATES,�tats-Unis,262.5400,709336.45,, CDW US EQUITY,0.002943784,916,CDW Corp/DE,Technology,Technologie,UNITED STATES,�tats-Unis,163.8400,214768.32,, APP US EQUITY,0.01090307,2124,AppLovin Corp,Technology,Technologie,UNITED STATES,�tats-Unis,261.7000,795450.29,, META US EQUITY,0.096011165,8123,Meta Platforms Inc,Technology,Technologie,UNITED STATES,�tats-Unis,602.5800,7004642.49,, MSTR US EQUITY,0.010416193,1636,MicroStrategy Inc,Technology,Technologie,UNITED STATES,�tats-Unis,324.5900,759929.39,, ASML US EQUITY,0.008426096,622,ASML Holding NV,Technology,Technologie,NETHERLANDS,Pays-Bas,690.6300,614738.81,, GFS US EQUITY,0.002851064,3823,GLOBALFOUNDRIES Inc,Technology,Technologie,UNITED STATES,�tats-Unis,38.0200,208003.78,, PDD US EQUITY,0.01128436,4626,PDD Holdings Inc,Technology,Technologie,IRELAND,Irlande,124.3600,823267.84,, ARM US EQUITY,0.001992118,903,ARM Holdings PLC,Technology,Technologie,BRITAIN,Grande-Bretagne,112.4700,145338.02,, DASH US EQUITY,0.010362981,2723,DoorDash Inc,Technology,Technologie,UNITED STATES,�tats-Unis,194.0200,756047.27,, PLTR US EQUITY,0.027233156,15411,Palantir Technologies Inc,Technology,Technologie,UNITED STATES,�tats-Unis,90.0900,1986836.89,,