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,0.015172279,7422,Texas Instruments Inc,Technology,Technologie,UNITED STATES,États-Unis,182.5400,1873230.65,, ADBE US EQUITY,0.013319898,3435,Adobe Inc,Technology,Technologie,UNITED STATES,États-Unis,346.2600,1644528.2,, ADI US EQUITY,1.27E-02,4031,Analog Devices Inc,Technology,Technologie,UNITED STATES,États-Unis,281.2900,1567759.17,, ADSK US EQUITY,0.005918716,1723,Autodesk Inc,Technology,Technologie,UNITED STATES,États-Unis,306.7400,730748.53,, FTNT US EQUITY,0.005792706,5951,Fortinet Inc,Technology,Technologie,UNITED STATES,États-Unis,86.9200,715190.81,, CTSH US EQUITY,0.003780394,4182,Cognizant Technology Solutions Corp,Technology,Technologie,UNITED STATES,États-Unis,80.7200,466742.6,, TRI US EQUITY,0.005398346,3613,Thomson Reuters Corp,Technology,Technologie,CANADA,Canada,133.4200,666501.54,, MRVL US EQUITY,0.007722704,6972,Marvell Technology Inc,Technology,Technologie,UNITED STATES,États-Unis,98.9100,953476.16,, GOOG US EQUITY,0.062203135,17245,Alphabet Inc,Technology,Technologie,UNITED STATES,États-Unis,322.0900,7679849.3,, ZS US EQUITY,0.003329216,1225,Zscaler Inc,Technology,Technologie,UNITED STATES,États-Unis,242.6800,411038.34,, AVGO US EQUITY,0.113625803,26000,Broadcom Inc,Technology,Technologie,UNITED STATES,États-Unis,390.2400,14028698.74,, MCHP US EQUITY,0.003302468,4481,Microchip Technology Inc,Technology,Technologie,UNITED STATES,États-Unis,65.8100,407736.03,, DDOG US EQUITY,0.004395025,2592,Datadog Inc,Technology,Technologie,UNITED STATES,États-Unis,151.4100,542627.52,, KLAC US EQUITY,0.014470938,1064,KLA Corp,Technology,Technologie,UNITED STATES,États-Unis,"1,214.4600",1786640.2,, AMAT US EQUITY,0.019220202,6404,Applied Materials Inc,Technology,Technologie,UNITED STATES,États-Unis,268.0000,2373003.48,, ASML US EQUITY,0.008557364,695,ASML Holding NV,Technology,Technologie,NETHERLANDS,Pays-Bas,"1,099.4700",1056526.63,, GFS US EQUITY,0.002003873,4594,GLOBALFOUNDRIES Inc,Technology,Technologie,UNITED STATES,États-Unis,38.9500,247406.28,, PDD US EQUITY,0.007259111,5511,PDD Holdings Inc,Technology,Technologie,IRELAND,Irlande,117.6200,896239.01,, ARM US EQUITY,0.001764492,1115,ARM Holdings PLC,Technology,Technologie,BRITAIN,Grande-Bretagne,141.3100,217851.23,, DASH US EQUITY,0.008199208,3254,DoorDash Inc,Technology,Technologie,UNITED STATES,États-Unis,225.0000,1012307.2,, PLTR US EQUITY,3.61E-02,17726,Palantir Technologies Inc,Technology,Technologie,UNITED STATES,États-Unis,181.7600,4454729.28,, MSFT US EQUITY,8.21E-02,15178,Microsoft Corp,Technology,Technologie,UNITED STATES,États-Unis,483.1600,10139528.94,, QCOM US EQUITY,1.71E-02,8728,QUALCOMM Inc,Technology,Technologie,UNITED STATES,États-Unis,174.8100,2109566.73,, ON US EQUITY,2.08E-03,3399,ON Semiconductor Corp,Technology,Technologie,UNITED STATES,États-Unis,54.7400,257257.6,, NVDA US EQUITY,9.07E-02,44390,NVIDIA Corp,Technology,Technologie,UNITED STATES,États-Unis,182.4100,11195565.79,, NXPI US EQUITY,0.005245939,2055,NXP Semiconductors NV,Technology,Technologie,NETHERLANDS,Pays-Bas,227.9500,647684.76,, PANW US EQUITY,1.19E-02,5333,Palo Alto Networks Inc,Technology,Technologie,UNITED STATES,États-Unis,198.8400,1466181.03,, MU US EQUITY,2.49E-02,9355,Micron Technology Inc,Technology,Technologie,UNITED STATES,États-Unis,237.2200,3068367.34,, TEAM US EQUITY,2.38E-03,1336,Atlassian Corp,Technology,Technologie,AUSTRALIA,Australie,159.3300,294317.63,, ROP US EQUITY,4.37E-03,871,Roper Technologies Inc,Technology,Technologie,UNITED STATES,États-Unis,447.5600,538991.2,, CDNS US EQUITY,8.20E-03,2169,Cadence Design Systems Inc,Technology,Technologie,UNITED STATES,États-Unis,337.5300,1012241.62,, CDW US EQUITY,1.75E-03,1066,CDW Corp/DE,Technology,Technologie,UNITED STATES,États-Unis,146.2500,215558.59,, WDAY US EQUITY,4.28E-03,1737,Workday Inc,Technology,Technologie,UNITED STATES,États-Unis,219.9600,528269.8,, LRCX US EQUITY,1.80E-02,10129,Lam Research Corp,Technology,Technologie,UNITED STATES,États-Unis,158.7000,2222571.58,, APP US EQUITY,1.89E-02,2437,AppLovin Corp,Technology,Technologie,UNITED STATES,États-Unis,691.9400,2331504.32,, AAPL US EQUITY,1.01E-01,32354,Apple Inc,Technology,Technologie,UNITED STATES,États-Unis,278.7800,12471016.47,, GOOGL US EQUITY,6.65E-02,18473,Alphabet Inc,Technology,Technologie,UNITED STATES,États-Unis,321.2700,8205779.85,, AMD US EQUITY,3.22E-02,13182,Advanced Micro Devices Inc,Technology,Technologie,UNITED STATES,États-Unis,217.9700,3972741.34,, INTC US EQUITY,1.69E-02,36467,Intel Corp,Technology,Technologie,UNITED STATES,États-Unis,41.4100,2087937.65,, INTU US EQUITY,1.68E-02,2223,Intuit Inc,Technology,Technologie,UNITED STATES,États-Unis,673.6300,2070490.02,, SNPS US EQUITY,7.54E-03,1443,Synopsys Inc,Technology,Technologie,UNITED STATES,États-Unis,466.7600,931262.73,, CRWD US EQUITY,0.011640276,2030,Crowdstrike Holdings Inc,Technology,Technologie,UNITED STATES,États-Unis,512.0300,1437155.31,, META US EQUITY,7.95E-02,10544,Meta Platforms Inc,Technology,Technologie,UNITED STATES,États-Unis,673.4200,9817562.29,, MSTR US EQUITY,4.35E-03,2170,Strategy Inc,Technology,Technologie,UNITED STATES,États-Unis,178.9900,537032.74,, SHOP US EQUITY,1.76E-02,9755,Shopify Inc,Technology,Technologie,CANADA,Canada,161.0800,2172606.89,,