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 GOOGL US EQUITY,5.35E-02,14071,Alphabet Inc,Technology,Technologie,UNITED STATES,États-Unis,333.2600,6429735.7,, INTC US EQUITY,0.017835163,36816,Intel Corp,Technology,Technologie,UNITED STATES,États-Unis,42.4900,2144906.18,, INTU US EQUITY,1.42E-02,2217,Intuit Inc,Technology,Technologie,UNITED STATES,États-Unis,561.7700,1707690.66,, SNPS US EQUITY,8.34E-03,1454,Synopsys Inc,Technology,Technologie,UNITED STATES,États-Unis,503.0100,1002826.94,, WDC US EQUITY,0.007087424,2581,Western Digital Corp,Technology,Technologie,UNITED STATES,États-Unis,240.8500,852353.25,, TRI US EQUITY,0.004951754,3523,Thomson Reuters Corp,Technology,Technologie,CANADA,Canada,123.2800,595511.62,, MRVL US EQUITY,6.42E-03,6882,Marvell Technology Inc,Technology,Technologie,UNITED STATES,États-Unis,81.7700,771602.51,, STX US EQUITY,0.006683004,1636,Seagate Technology Holdings PLC,Technology,Technologie,UNITED STATES,États-Unis,358.2900,803716.63,, DDOG US EQUITY,0.003950762,2536,Datadog Inc,Technology,Technologie,UNITED STATES,États-Unis,136.6400,475129.58,, META US EQUITY,1.03E-01,13468,Meta Platforms Inc,Technology,Technologie,UNITED STATES,États-Unis,672.3600,12416235.58,, MSTR US EQUITY,3.74E-03,2044,Strategy Inc,Technology,Technologie,UNITED STATES,États-Unis,160.5800,450046.42,, SHOP US EQUITY,0.014768697,9503,Shopify Inc,Technology,Technologie,CANADA,Canada,136.3100,1776124.54,, ASML US EQUITY,0.011070321,687,ASML Holding NV,Technology,Technologie,NETHERLANDS,Pays-Bas,"1,413.3500",1331347.5,, PDD US EQUITY,0.006246435,5127,PDD Holdings Inc,Technology,Technologie,IRELAND,Irlande,106.8600,751213.62,, ARM US EQUITY,0.001425795,1090,ARM Holdings PLC,Technology,Technologie,BRITAIN,Grande-Bretagne,114.7300,171470.12,, DASH US EQUITY,7.54E-03,3157,DoorDash Inc,Technology,Technologie,UNITED STATES,États-Unis,209.4100,906477.37,, TXN US EQUITY,1.61E-02,7183,Texas Instruments Inc,Technology,Technologie,UNITED STATES,États-Unis,196.5900,1936209.1,, ADBE US EQUITY,0.011628144,3347,Adobe Inc,Technology,Technologie,UNITED STATES,États-Unis,304.7200,1398432.92,, ADI US EQUITY,0.013510874,3898,Analog Devices Inc,Technology,Technologie,UNITED STATES,États-Unis,304.0100,1624855.23,, ADSK US EQUITY,5.23E-03,1683,Autodesk Inc,Technology,Technologie,UNITED STATES,États-Unis,272.3400,628464.16,, FTNT US EQUITY,0.005604965,5918,Fortinet Inc,Technology,Technologie,UNITED STATES,États-Unis,83.0700,674068.67,, CTSH US EQUITY,0.003699282,3790,Cognizant Technology Solutions Corp,Technology,Technologie,UNITED STATES,États-Unis,85.6100,444885.93,, MSFT US EQUITY,0.095498942,17811,Microsoft Corp,Technology,Technologie,UNITED STATES,États-Unis,470.2800,11484967.78,, QCOM US EQUITY,0.014962342,8493,QUALCOMM Inc,Technology,Technologie,UNITED STATES,États-Unis,154.5200,1799412.74,, GOOG US EQUITY,0.049728856,13075,Alphabet Inc,Technology,Technologie,UNITED STATES,États-Unis,333.5900,5980530.22,, ZS US EQUITY,0.003074805,1257,Zscaler Inc,Technology,Technologie,UNITED STATES,États-Unis,214.5500,369784.55,, AVGO US EQUITY,0.079118588,21362,Broadcom Inc,Technology,Technologie,UNITED STATES,États-Unis,324.8500,9515020.97,, MCHP US EQUITY,0.003623131,4249,Microchip Technology Inc,Technology,Technologie,UNITED STATES,États-Unis,74.7900,435727.76,, KLAC US EQUITY,0.017891595,1017,KLA Corp,Technology,Technologie,UNITED STATES,États-Unis,"1,543.0300",2151692.92,, AMAT US EQUITY,0.022862429,6277,Applied Materials Inc,Technology,Technologie,UNITED STATES,États-Unis,319.4600,2749499.11,, ROP US EQUITY,0.00401637,862,Roper Technologies Inc,Technology,Technologie,UNITED STATES,États-Unis,408.6700,483019.86,, PLTR US EQUITY,0.033169627,17372,Palantir Technologies Inc,Technology,Technologie,UNITED STATES,États-Unis,167.4700,3989071.39,, NVDA US EQUITY,0.101527003,47755,NVIDIA Corp,Technology,Technologie,UNITED STATES,États-Unis,186.4700,12209919.15,, NXPI US EQUITY,0.005152625,1956,NXP Semiconductors NV,Technology,Technologie,NETHERLANDS,Pays-Bas,231.0500,619669.03,, PANW US EQUITY,0.011581299,5514,Palo Alto Networks Inc,Technology,Technologie,UNITED STATES,États-Unis,184.2200,1392799.2,, WDAY US EQUITY,0.003692562,1697,Workday Inc,Technology,Technologie,UNITED STATES,États-Unis,190.8500,444077.71,, MU US EQUITY,0.036961797,8332,Micron Technology Inc,Technology,Technologie,UNITED STATES,États-Unis,389.0900,4445128.28,, TEAM US EQUITY,0.00217187,1376,Atlassian Corp,Technology,Technologie,AUSTRALIA,Australie,138.4400,261195.08,, LRCX US EQUITY,0.024228474,9535,Lam Research Corp,Technology,Technologie,UNITED STATES,États-Unis,222.8700,2913783.49,, CDNS US EQUITY,7.89E-03,2149,Cadence Design Systems Inc,Technology,Technologie,UNITED STATES,États-Unis,322.0200,948864.57,, MPWR US EQUITY,4.60E-03,378,Monolithic Power Systems Inc,Technology,Technologie,UNITED STATES,États-Unis,"1,068.1400",553611.3,, AAPL US EQUITY,0.091885306,31554,Apple Inc,Technology,Technologie,UNITED STATES,États-Unis,255.4100,11050381.87,, AMD US EQUITY,0.034827194,12155,Advanced Micro Devices Inc,Technology,Technologie,UNITED STATES,États-Unis,251.3100,4188414.95,, CRWD US EQUITY,0.010524279,1971,Crowdstrike Holdings Inc,Technology,Technologie,UNITED STATES,États-Unis,468.3300,1265678.99,, APP US EQUITY,1.43E-02,2339,AppLovin Corp,Technology,Technologie,UNITED STATES,États-Unis,535.4400,1717220.25,,