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 ADBE US EQUITY,1.45E-02,3363,Adobe Inc,Technology,Technologie,UNITED STATES,États-Unis,354.6600,1644107.06,, ADI US EQUITY,0.013070597,3959,Analog Devices Inc,Technology,Technologie,UNITED STATES,États-Unis,271.0400,1479142.13,, ADSK US EQUITY,6.02E-03,1687,Autodesk Inc,Technology,Technologie,UNITED STATES,États-Unis,292.9700,681285.67,, FTNT US EQUITY,5.62E-03,5815,Fortinet Inc,Technology,Technologie,UNITED STATES,États-Unis,79.3800,636285.21,, CTSH US EQUITY,4.18E-03,4102,Cognizant Technology Solutions Corp,Technology,Technologie,UNITED STATES,États-Unis,83.6300,472877.63,, MSFT US EQUITY,8.62E-02,14857,Microsoft Corp,Technology,Technologie,UNITED STATES,États-Unis,476.1200,9750762.22,, QCOM US EQUITY,1.80E-02,8560,QUALCOMM Inc,Technology,Technologie,UNITED STATES,États-Unis,172.3400,2033531.34,, ON US EQUITY,2.16E-03,3327,ON Semiconductor Corp,Technology,Technologie,UNITED STATES,États-Unis,53.3300,244576.88,, NVDA US EQUITY,9.05E-02,43460,NVIDIA Corp,Technology,Technologie,UNITED STATES,États-Unis,170.9400,10240577.28,, NXPI US EQUITY,5.46E-03,2007,NXP Semiconductors NV,Technology,Technologie,NETHERLANDS,Pays-Bas,223.2300,617576.77,, GOOG US EQUITY,6.13E-02,16897,Alphabet Inc,Technology,Technologie,UNITED STATES,États-Unis,298.0600,6942315.06,, ZS US EQUITY,3.27E-03,1185,Zscaler Inc,Technology,Technologie,UNITED STATES,États-Unis,226.4300,369865.08,, AVGO US EQUITY,1.01E-01,25459,Broadcom Inc,Technology,Technologie,UNITED STATES,États-Unis,326.0200,11441332.37,, MCHP US EQUITY,3.42E-03,4392,Microchip Technology Inc,Technology,Technologie,UNITED STATES,États-Unis,63.9900,387405.21,, KLAC US EQUITY,1.47E-02,1028,KLA Corp,Technology,Technologie,UNITED STATES,États-Unis,"1,172.0200",1660806.96,, AMAT US EQUITY,1.90E-02,6271,Applied Materials Inc,Technology,Technologie,UNITED STATES,États-Unis,248.2700,2146110.42,, ROP US EQUITY,4.64E-03,843,Roper Technologies Inc,Technology,Technologie,UNITED STATES,États-Unis,452.2400,525517.96,, CDNS US EQUITY,8.07E-03,2117,Cadence Design Systems Inc,Technology,Technologie,UNITED STATES,États-Unis,313.0200,913448.28,, CDW US EQUITY,1.80E-03,1030,CDW Corp/DE,Technology,Technologie,UNITED STATES,États-Unis,143.6900,204011.56,, PLTR US EQUITY,3.75E-02,17362,Palantir Technologies Inc,Technology,Technologie,UNITED STATES,États-Unis,177.2900,4243019.32,, PANW US EQUITY,1.17E-02,5216,Palo Alto Networks Inc,Technology,Technologie,UNITED STATES,États-Unis,183.4400,1318932.72,, WDAY US EQUITY,4.48E-03,1701,Workday Inc,Technology,Technologie,UNITED STATES,États-Unis,216.0000,506464.59,, MU US EQUITY,2.52E-02,9167,Micron Technology Inc,Technology,Technologie,UNITED STATES,États-Unis,225.5200,2849727.36,, TEAM US EQUITY,2.59E-03,1312,Atlassian Corp,Technology,Technologie,AUSTRALIA,Australie,161.9800,292945.11,, LRCX US EQUITY,1.87E-02,9912,Lam Research Corp,Technology,Technologie,UNITED STATES,États-Unis,154.9800,2117522.18,, AAPL US EQUITY,1.05E-01,31685,Apple Inc,Technology,Technologie,UNITED STATES,États-Unis,271.8400,11872935.01,, GOOGL US EQUITY,6.53E-02,18080,Alphabet Inc,Technology,Technologie,UNITED STATES,États-Unis,296.7200,7394967.41,, AMD US EQUITY,3.11E-02,12906,Advanced Micro Devices Inc,Technology,Technologie,UNITED STATES,États-Unis,198.1100,3524431.52,, INTC US EQUITY,1.57E-02,35722,Intel Corp,Technology,Technologie,UNITED STATES,États-Unis,36.0500,1775137.72,, INTU US EQUITY,1.75E-02,2171,Intuit Inc,Technology,Technologie,UNITED STATES,États-Unis,660.7800,1977460.11,, CRWD US EQUITY,0.011347404,1982,Crowdstrike Holdings Inc,Technology,Technologie,UNITED STATES,États-Unis,470.0200,1284135.95,, APP US EQUITY,1.92E-02,2397,AppLovin Corp,Technology,Technologie,UNITED STATES,États-Unis,657.1300,2171252.57,, META US EQUITY,8.16E-02,10316,Meta Platforms Inc,Technology,Technologie,UNITED STATES,États-Unis,649.5000,9235948.58,, TXN US EQUITY,1.55E-02,7278,Texas Instruments Inc,Technology,Technologie,UNITED STATES,États-Unis,174.4900,1750546.34,, SNPS US EQUITY,7.81E-03,1415,Synopsys Inc,Technology,Technologie,UNITED STATES,États-Unis,453.0700,883716.09,, TRI US EQUITY,5.68E-03,3533,Thomson Reuters Corp,Technology,Technologie,CANADA,Canada,132.0800,643238.03,, MRVL US EQUITY,6.79E-03,6820,Marvell Technology Inc,Technology,Technologie,UNITED STATES,États-Unis,81.7000,768064.07,, DDOG US EQUITY,0.004243031,2548,Datadog Inc,Technology,Technologie,UNITED STATES,États-Unis,136.7100,480165.25,, MSTR US EQUITY,4.14E-03,2118,Strategy Inc,Technology,Technologie,UNITED STATES,États-Unis,160.3800,468238.57,, SHOP US EQUITY,1.88E-02,9550,Shopify Inc,Technology,Technologie,CANADA,Canada,161.7300,2129045.66,, ASML US EQUITY,8.30E-03,671,ASML Holding NV,Technology,Technologie,NETHERLANDS,Pays-Bas,"1,015.4300",939211.77,, GFS US EQUITY,1.99E-03,4502,GLOBALFOUNDRIES Inc,Technology,Technologie,UNITED STATES,États-Unis,36.2500,224959.59,, PDD US EQUITY,6.89E-03,5387,PDD Holdings Inc,Technology,Technologie,IRELAND,Irlande,105.0000,779699.57,, ARM US EQUITY,1.51E-03,1079,ARM Holdings PLC,Technology,Technologie,BRITAIN,Grande-Bretagne,114.5800,170420.28,, DASH US EQUITY,8.59E-03,3186,DoorDash Inc,Technology,Technologie,UNITED STATES,États-Unis,221.3000,971892.44,,