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 TXN US EQUITY,0.015340785,7361,Texas Instruments Inc,Technology,Technologie,UNITED STATES,États-Unis,182.6000,1875112.65,, ADBE US EQUITY,0.012706841,3407,Adobe Inc,Technology,Technologie,UNITED STATES,États-Unis,326.7800,1553164.21,, TRI US EQUITY,0.005492029,3583,Thomson Reuters Corp,Technology,Technologie,CANADA,Canada,134.3000,671293.74,, MRVL US EQUITY,0.007906915,6914,Marvell Technology Inc,Technology,Technologie,UNITED STATES,États-Unis,100.2000,966466.65,, GOOG US EQUITY,0.062585379,17103,Alphabet Inc,Technology,Technologie,UNITED STATES,États-Unis,320.6200,7649845.76,, DDOG US EQUITY,0.004572599,2571,Datadog Inc,Technology,Technologie,UNITED STATES,États-Unis,155.8300,558911.34,, SHOP US EQUITY,0.017665911,9674,Shopify Inc,Technology,Technologie,CANADA,Canada,160.0000,2159314.19,, ASML US EQUITY,0.0089719,689,ASML Holding NV,Technology,Technologie,NETHERLANDS,Pays-Bas,"1,140.9200",1096640.27,, GFS US EQUITY,0.001980636,4556,GLOBALFOUNDRIES Inc,Technology,Technologie,UNITED STATES,États-Unis,38.0900,242094.24,, PDD US EQUITY,0.007311512,5466,PDD Holdings Inc,Technology,Technologie,IRELAND,Irlande,117.2000,893690.23,, ARM US EQUITY,0.001757006,1106,ARM Holdings PLC,Technology,Technologie,BRITAIN,Grande-Bretagne,139.1900,214759.77,, DASH US EQUITY,0.008194075,3227,DoorDash Inc,Technology,Technologie,UNITED STATES,États-Unis,222.4800,1001566.33,, ADI US EQUITY,0.012696159,3998,Analog Devices Inc,Technology,Technologie,UNITED STATES,États-Unis,278.2400,1551858.53,, ADSK US EQUITY,0.0059928,1709,Autodesk Inc,Technology,Technologie,UNITED STATES,États-Unis,307.2400,732503.31,, FTNT US EQUITY,0.005574805,5902,Fortinet Inc,Technology,Technologie,UNITED STATES,États-Unis,82.7600,681411.5,, CTSH US EQUITY,0.003750494,4147,Cognizant Technology Solutions Corp,Technology,Technologie,UNITED STATES,États-Unis,79.2400,458424.98,, MSFT US EQUITY,0.082075882,15053,Microsoft Corp,Technology,Technologie,UNITED STATES,États-Unis,477.7300,10032180.78,, QCOM US EQUITY,0.017295733,8656,QUALCOMM Inc,Technology,Technologie,UNITED STATES,États-Unis,175.0700,2114067.03,, ON US EQUITY,0.002198796,3371,ON Semiconductor Corp,Technology,Technologie,UNITED STATES,États-Unis,57.1500,268760.08,, NVDA US EQUITY,0.090236374,44024,NVIDIA Corp,Technology,Technologie,UNITED STATES,États-Unis,179.5900,11029642.19,, NXPI US EQUITY,0.0052931,2038,NXP Semiconductors NV,Technology,Technologie,NETHERLANDS,Pays-Bas,227.5600,646978.54,, PANW US EQUITY,0.01168843,5289,Palo Alto Networks Inc,Technology,Technologie,UNITED STATES,États-Unis,193.6300,1428683.36,, ZS US EQUITY,0.003378862,1215,Zscaler Inc,Technology,Technologie,UNITED STATES,États-Unis,243.6600,413000.23,, AVGO US EQUITY,0.112010134,25785,Broadcom Inc,Technology,Technologie,UNITED STATES,États-Unis,380.6100,13691060.95,, MCHP US EQUITY,0.003226335,4444,Microchip Technology Inc,Technology,Technologie,UNITED STATES,États-Unis,63.6100,394356.7,, KLAC US EQUITY,0.014590678,1055,KLA Corp,Technology,Technologie,UNITED STATES,États-Unis,"1,211.7500",1783426.69,, AMAT US EQUITY,0.019471823,6351,Applied Materials Inc,Technology,Technologie,UNITED STATES,États-Unis,268.6300,2380051.74,, ROP US EQUITY,0.004396949,864,Roper Technologies Inc,Technology,Technologie,UNITED STATES,États-Unis,445.8900,537441.56,, CDNS US EQUITY,0.00825148,2151,Cadence Design Systems Inc,Technology,Technologie,UNITED STATES,États-Unis,336.1100,1008582.94,, CDW US EQUITY,0.00173333,1057,CDW Corp/DE,Technology,Technologie,UNITED STATES,États-Unis,143.6800,211865.91,, PLTR US EQUITY,0.035329613,17580,Palantir Technologies Inc,Technology,Technologie,UNITED STATES,États-Unis,176.0800,4318358.3,, WDAY US EQUITY,0.004224841,1723,Workday Inc,Technology,Technologie,UNITED STATES,États-Unis,214.8400,516404.71,, MU US EQUITY,0.024795739,9278,Micron Technology Inc,Technology,Technologie,UNITED STATES,États-Unis,234.1600,3030797.02,, TEAM US EQUITY,0.00237054,1325,Atlassian Corp,Technology,Technologie,AUSTRALIA,Australie,156.7550,289752.42,, LRCX US EQUITY,0.018314741,10045,Lam Research Corp,Technology,Technologie,UNITED STATES,États-Unis,159.7500,2238621.04,, AAPL US EQUITY,0.104060704,32087,Apple Inc,Technology,Technologie,UNITED STATES,États-Unis,284.1500,12719397.74,, GOOGL US EQUITY,0.066835422,18321,Alphabet Inc,Technology,Technologie,UNITED STATES,États-Unis,319.6300,8169330.81,, AMD US EQUITY,0.032467148,13073,Advanced Micro Devices Inc,Technology,Technologie,UNITED STATES,États-Unis,217.6000,3968477.53,, INTC US EQUITY,0.018062912,36166,Intel Corp,Technology,Technologie,UNITED STATES,États-Unis,43.7600,2207839.83,, INTU US EQUITY,0.016299679,2205,Intuit Inc,Technology,Technologie,UNITED STATES,États-Unis,647.6800,1992318.89,, SNPS US EQUITY,0.007618078,1431,Synopsys Inc,Technology,Technologie,UNITED STATES,États-Unis,466.4400,931161.89,, CRWD US EQUITY,0.012042757,2013,Crowdstrike Holdings Inc,Technology,Technologie,UNITED STATES,États-Unis,524.1700,1471992.88,, APP US EQUITY,0.018267637,2417,AppLovin Corp,Technology,Technologie,UNITED STATES,États-Unis,662.2100,2232863.42,, META US EQUITY,0.076335323,10457,Meta Platforms Inc,Technology,Technologie,UNITED STATES,États-Unis,639.6000,9330509.01,, MSTR US EQUITY,0.004627113,2152,Strategy Inc,Technology,Technologie,UNITED STATES,États-Unis,188.3900,565574.59,,