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,1.53E-02,7340,Texas Instruments Inc,Technology,Technologie,UNITED STATES,États-Unis,177.5600,1792871.44,, ADBE US EQUITY,1.39E-02,3392,Adobe Inc,Technology,Technologie,UNITED STATES,États-Unis,347.8900,1623325.99,, TRI US EQUITY,5.54E-03,3563,Thomson Reuters Corp,Technology,Technologie,CANADA,Canada,132.3500,648705.71,, MRVL US EQUITY,6.80E-03,6878,Marvell Technology Inc,Technology,Technologie,UNITED STATES,États-Unis,84.0700,795446.86,, GOOG US EQUITY,6.17E-02,17041,Alphabet Inc,Technology,Technologie,UNITED STATES,États-Unis,307.7300,7213945.65,, DDOG US EQUITY,4.23E-03,2570,Datadog Inc,Technology,Technologie,UNITED STATES,États-Unis,140.0500,495135.64,, SHOP US EQUITY,1.85E-02,9632,Shopify Inc,Technology,Technologie,CANADA,Canada,163.1400,2161647.55,, ASML US EQUITY,8.57E-03,677,ASML Holding NV,Technology,Technologie,NETHERLANDS,Pays-Bas,"1,076.0500",1002141.56,, GFS US EQUITY,1.98E-03,4540,GLOBALFOUNDRIES Inc,Technology,Technologie,UNITED STATES,États-Unis,37.0800,231581.32,, PDD US EQUITY,6.96E-03,5433,PDD Holdings Inc,Technology,Technologie,IRELAND,Irlande,109.0200,814805.28,, ARM US EQUITY,1.55E-03,1088,ARM Holdings PLC,Technology,Technologie,BRITAIN,Grande-Bretagne,121.1000,181251.24,, DASH US EQUITY,8.61E-03,3213,DoorDash Inc,Technology,Technologie,UNITED STATES,États-Unis,227.9400,1007486.47,, ADI US EQUITY,1.31E-02,3993,Analog Devices Inc,Technology,Technologie,UNITED STATES,États-Unis,278.4000,1529242.97,, ADSK US EQUITY,5.88E-03,1701,Autodesk Inc,Technology,Technologie,UNITED STATES,États-Unis,293.9800,687907.51,, FTNT US EQUITY,5.69E-03,5865,Fortinet Inc,Technology,Technologie,UNITED STATES,États-Unis,82.4700,665383.4,, CTSH US EQUITY,4.07E-03,4137,Cognizant Technology Solutions Corp,Technology,Technologie,UNITED STATES,États-Unis,83.6300,475943.69,, MSFT US EQUITY,8.39E-02,14984,Microsoft Corp,Technology,Technologie,UNITED STATES,États-Unis,476.3900,9819703.02,, QCOM US EQUITY,1.79E-02,8633,QUALCOMM Inc,Technology,Technologie,UNITED STATES,États-Unis,176.1200,2091598.73,, ON US EQUITY,2.15E-03,3355,ON Semiconductor Corp,Technology,Technologie,UNITED STATES,États-Unis,54.5600,251811.08,, NVDA US EQUITY,9.16E-02,43832,NVIDIA Corp,Technology,Technologie,UNITED STATES,États-Unis,177.7200,10716070.06,, NXPI US EQUITY,5.47E-03,2024,NXP Semiconductors NV,Technology,Technologie,NETHERLANDS,Pays-Bas,229.7500,639696.51,, PANW US EQUITY,1.16E-02,5261,Palo Alto Networks Inc,Technology,Technologie,UNITED STATES,États-Unis,187.0900,1354025.46,, ZS US EQUITY,0.003270593,1195,Zscaler Inc,Technology,Technologie,UNITED STATES,États-Unis,232.7800,382667.45,, AVGO US EQUITY,1.03E-01,25677,Broadcom Inc,Technology,Technologie,UNITED STATES,États-Unis,341.3000,12055591.45,, MCHP US EQUITY,3.43E-03,4430,Microchip Technology Inc,Technology,Technologie,UNITED STATES,États-Unis,65.9000,401603.13,, KLAC US EQUITY,1.49E-02,1037,KLA Corp,Technology,Technologie,UNITED STATES,États-Unis,"1,223.3700",1745197.31,, AMAT US EQUITY,1.92E-02,6325,Applied Materials Inc,Technology,Technologie,UNITED STATES,États-Unis,258.8400,2252163.28,, ROP US EQUITY,4.44E-03,850,Roper Technologies Inc,Technology,Technologie,UNITED STATES,États-Unis,443.7800,518913.06,, CDNS US EQUITY,8.02E-03,2135,Cadence Design Systems Inc,Technology,Technologie,UNITED STATES,États-Unis,319.5300,938463.68,, CDW US EQUITY,0.001771562,1039,CDW Corp/DE,Technology,Technologie,UNITED STATES,États-Unis,145.0200,207277.14,, PLTR US EQUITY,3.87E-02,17510,Palantir Technologies Inc,Technology,Technologie,UNITED STATES,États-Unis,187.7500,4522452.81,, WDAY US EQUITY,4.36E-03,1716,Workday Inc,Technology,Technologie,UNITED STATES,États-Unis,216.1100,510152.59,, MU US EQUITY,2.53E-02,9245,Micron Technology Inc,Technology,Technologie,UNITED STATES,États-Unis,232.5100,2957035.27,, TEAM US EQUITY,2.48E-03,1323,Atlassian Corp,Technology,Technologie,AUSTRALIA,Australie,159.5600,290396.8,, LRCX US EQUITY,1.92E-02,9997,Lam Research Corp,Technology,Technologie,UNITED STATES,États-Unis,163.2600,2245212.42,, AAPL US EQUITY,1.03E-01,31956,Apple Inc,Technology,Technologie,UNITED STATES,États-Unis,274.6100,12071930.13,, GOOGL US EQUITY,6.57E-02,18235,Alphabet Inc,Technology,Technologie,UNITED STATES,États-Unis,306.5700,7690301.63,, AMD US EQUITY,3.20E-02,13016,Advanced Micro Devices Inc,Technology,Technologie,UNITED STATES,États-Unis,209.1700,3745285.15,, INTC US EQUITY,1.58E-02,36027,Intel Corp,Technology,Technologie,UNITED STATES,États-Unis,37.3100,1849103.84,, INTU US EQUITY,0.017234963,2190,Intuit Inc,Technology,Technologie,UNITED STATES,États-Unis,669.3500,2016533.01,, SNPS US EQUITY,7.77E-03,1427,Synopsys Inc,Technology,Technologie,UNITED STATES,États-Unis,463.3400,909560.77,, CRWD US EQUITY,1.15E-02,1999,Crowdstrike Holdings Inc,Technology,Technologie,UNITED STATES,États-Unis,488.5300,1343420.54,, APP US EQUITY,1.92E-02,2417,AppLovin Corp,Technology,Technologie,UNITED STATES,États-Unis,677.3000,2251985.96,, META US EQUITY,8.04E-02,10404,Meta Platforms Inc,Technology,Technologie,UNITED STATES,États-Unis,657.1500,9405303.37,, MSTR US EQUITY,0.004206579,2136,Strategy Inc,Technology,Technologie,UNITED STATES,États-Unis,167.5000,492180.06,,