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,0.052310357,14291,Alphabet Inc,Technology,Technologie,UNITED STATES,États-Unis,309.0000,6012052.92,, INTU US EQUITY,0.010611615,2251,Intuit Inc,Technology,Technologie,UNITED STATES,États-Unis,397.9600,1219597.75,, SNPS US EQUITY,7.35E-03,1466,Synopsys Inc,Technology,Technologie,UNITED STATES,États-Unis,423.3500,844958.21,, WDC US EQUITY,0.008807275,2617,Western Digital Corp,Technology,Technologie,UNITED STATES,États-Unis,284.1000,1012224.05,, TRI US EQUITY,0.003640404,3578,Thomson Reuters Corp,Technology,Technologie,CANADA,Canada,85.8900,418393.22,, MRVL US EQUITY,6.48E-03,6996,Marvell Technology Inc,Technology,Technologie,UNITED STATES,États-Unis,78.2300,745117.61,, STX US EQUITY,0.008427506,1650,Seagate Technology Holdings PLC,Technology,Technologie,UNITED STATES,États-Unis,431.1700,968577.05,, DDOG US EQUITY,0.003844366,2573,Datadog Inc,Technology,Technologie,UNITED STATES,États-Unis,126.1300,441834.76,, MSTR US EQUITY,3.02E-03,2076,Strategy Inc,Technology,Technologie,UNITED STATES,États-Unis,123.0000,347643.53,, SHOP US EQUITY,1.27E-02,9654,Shopify Inc,Technology,Technologie,CANADA,Canada,110.6600,1454452.88,, ASML US EQUITY,1.17E-02,703,ASML Holding NV,Technology,Technologie,NETHERLANDS,Pays-Bas,"1,406.8700",1346514.36,, PDD US EQUITY,6.19E-03,5210,PDD Holdings Inc,Technology,Technologie,IRELAND,Irlande,100.2200,710875.94,, ARM US EQUITY,0.001612454,1114,ARM Holdings PLC,Technology,Technologie,BRITAIN,Grande-Bretagne,122.1900,185320.11,, DASH US EQUITY,6.14E-03,3214,DoorDash Inc,Technology,Technologie,UNITED STATES,États-Unis,161.1400,705100.35,, TXN US EQUITY,0.019252175,7288,Texas Instruments Inc,Technology,Technologie,UNITED STATES,États-Unis,223.0000,2212661.21,, ADBE US EQUITY,1.06E-02,3400,Adobe Inc,Technology,Technologie,UNITED STATES,États-Unis,262.5000,1215094.13,, ADI US EQUITY,1.55E-02,3960,Analog Devices Inc,Technology,Technologie,UNITED STATES,États-Unis,331.3600,1786475.09,, ADSK US EQUITY,4.49E-03,1697,Autodesk Inc,Technology,Technologie,UNITED STATES,États-Unis,223.4900,516346.97,, FTNT US EQUITY,6.00E-03,6014,Fortinet Inc,Technology,Technologie,UNITED STATES,États-Unis,84.2600,689900.68,, CTSH US EQUITY,0.003003839,3852,Cognizant Technology Solutions Corp,Technology,Technologie,UNITED STATES,États-Unis,65.8300,345232.62,, MSFT US EQUITY,8.61E-02,18098,Microsoft Corp,Technology,Technologie,UNITED STATES,États-Unis,401.8400,9901145.56,, QCOM US EQUITY,1.41E-02,8625,QUALCOMM Inc,Technology,Technologie,UNITED STATES,États-Unis,138.4700,1625984.84,, NVDA US EQUITY,1.07E-01,48512,NVIDIA Corp,Technology,Technologie,UNITED STATES,États-Unis,186.9400,12346763.07,, NXPI US EQUITY,5.70E-03,1988,NXP Semiconductors NV,Technology,Technologie,NETHERLANDS,Pays-Bas,242.1900,655502.4,, GOOG US EQUITY,4.87E-02,13282,Alphabet Inc,Technology,Technologie,UNITED STATES,États-Unis,309.3700,5594269.31,, ZS US EQUITY,2.60E-03,1283,Zscaler Inc,Technology,Technologie,UNITED STATES,États-Unis,170.9000,298517.93,, AVGO US EQUITY,8.51E-02,21699,Broadcom Inc,Technology,Technologie,UNITED STATES,États-Unis,331.1700,9783458.43,, MCHP US EQUITY,4.04E-03,4320,Microchip Technology Inc,Technology,Technologie,UNITED STATES,États-Unis,78.9200,464165.14,, KLAC US EQUITY,1.79E-02,1041,KLA Corp,Technology,Technologie,UNITED STATES,États-Unis,"1,450.8500",2056245.38,, AMAT US EQUITY,2.48E-02,6381,Applied Materials Inc,Technology,Technologie,UNITED STATES,États-Unis,328.3900,2852859.37,, ROP US EQUITY,3.33E-03,879,Roper Technologies Inc,Technology,Technologie,UNITED STATES,États-Unis,319.8200,382733.25,, PLTR US EQUITY,2.70E-02,17645,Palantir Technologies Inc,Technology,Technologie,UNITED STATES,États-Unis,129.1300,3102062.26,, PANW US EQUITY,1.08E-02,5601,Palo Alto Networks Inc,Technology,Technologie,UNITED STATES,États-Unis,162.8100,1241504.63,, WDAY US EQUITY,2.93E-03,1716,Workday Inc,Technology,Technologie,UNITED STATES,États-Unis,144.0400,336513.19,, MU US EQUITY,4.15E-02,8458,Micron Technology Inc,Technology,Technologie,UNITED STATES,États-Unis,413.9700,4766924.2,, TEAM US EQUITY,1.44E-03,1403,Atlassian Corp,Technology,Technologie,AUSTRALIA,Australie,86.4800,165186.69,, LRCX US EQUITY,2.65E-02,9686,Lam Research Corp,Technology,Technologie,UNITED STATES,États-Unis,231.2900,3050022.32,, CDNS US EQUITY,7.45E-03,2182,Cadence Design Systems Inc,Technology,Technologie,UNITED STATES,États-Unis,288.3300,856537.29,, MPWR US EQUITY,5.29E-03,386,Monolithic Power Systems Inc,Technology,Technologie,UNITED STATES,États-Unis,"1,155.9300",607463.99,, AAPL US EQUITY,9.94E-02,32058,Apple Inc,Technology,Technologie,UNITED STATES,États-Unis,261.7300,11423301.15,, AMD US EQUITY,3.01E-02,12354,Advanced Micro Devices Inc,Technology,Technologie,UNITED STATES,États-Unis,205.9400,3463777.62,, INTC US EQUITY,2.06E-02,37395,Intel Corp,Technology,Technologie,UNITED STATES,États-Unis,46.4800,2366362.93,, CRWD US EQUITY,9.76E-03,2003,Crowdstrike Holdings Inc,Technology,Technologie,UNITED STATES,États-Unis,411.5400,1122263.14,, APP US EQUITY,1.03E-02,2369,AppLovin Corp,Technology,Technologie,UNITED STATES,États-Unis,366.9100,1183385.67,, META US EQUITY,1.05E-01,13683,Meta Platforms Inc,Technology,Technologie,UNITED STATES,États-Unis,649.8100,12105128.77,,