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,1.87E-02,7309,Texas Instruments Inc,Technology,Technologie,UNITED STATES,États-Unis,218.0500,2182530.06,, ADBE US EQUITY,1.04E-02,3408,Adobe Inc,Technology,Technologie,UNITED STATES,États-Unis,259.2100,1209755.26,, ADI US EQUITY,1.61E-02,3973,Analog Devices Inc,Technology,Technologie,UNITED STATES,États-Unis,345.3000,1878716.82,, ADSK US EQUITY,0.004579565,1701,Autodesk Inc,Technology,Technologie,UNITED STATES,États-Unis,229.1000,533673.43,, TRI US EQUITY,0.003590732,3588,Thomson Reuters Corp,Technology,Technologie,CANADA,Canada,85.1600,418441.03,, MRVL US EQUITY,6.57E-03,7019,Marvell Technology Inc,Technology,Technologie,UNITED STATES,États-Unis,79.6100,765224.82,, GOOG US EQUITY,4.75E-02,13323,Alphabet Inc,Technology,Technologie,UNITED STATES,États-Unis,303.5600,5538507.55,, ZS US EQUITY,2.56E-03,1289,Zscaler Inc,Technology,Technologie,UNITED STATES,États-Unis,168.9900,298304.71,, STX US EQUITY,0.00794917,1654,Seagate Technology Holdings PLC,Technology,Technologie,UNITED STATES,États-Unis,408.9700,926345.8,, DDOG US EQUITY,3.66E-03,2579,Datadog Inc,Technology,Technologie,UNITED STATES,États-Unis,120.6000,425936.47,, KLAC US EQUITY,1.81E-02,1045,KLA Corp,Technology,Technologie,UNITED STATES,États-Unis,"1,469.9000",2103537.51,, ASML US EQUITY,0.012069853,704,ASML Holding NV,Technology,Technologie,NETHERLANDS,Pays-Bas,"1,458.9300",1406543.91,, PDD US EQUITY,0.006264706,5229,PDD Holdings Inc,Technology,Technologie,IRELAND,Irlande,101.9500,730049.07,, ARM US EQUITY,1.67E-03,1118,ARM Holdings PLC,Technology,Technologie,BRITAIN,Grande-Bretagne,126.9300,194335.55,, DASH US EQUITY,6.68E-03,3226,DoorDash Inc,Technology,Technologie,UNITED STATES,États-Unis,176.1900,778380.23,, PLTR US EQUITY,0.028060599,17702,Palantir Technologies Inc,Technology,Technologie,UNITED STATES,États-Unis,134.8900,3270003.91,, FTNT US EQUITY,5.79E-03,6034,Fortinet Inc,Technology,Technologie,UNITED STATES,États-Unis,81.6700,674860.55,, CTSH US EQUITY,2.95E-03,3864,Cognizant Technology Solutions Corp,Technology,Technologie,UNITED STATES,États-Unis,64.9900,343898.15,, MSFT US EQUITY,8.50E-02,18154,Microsoft Corp,Technology,Technologie,UNITED STATES,États-Unis,398.4600,9906112.19,, QCOM US EQUITY,0.014363534,8652,QUALCOMM Inc,Technology,Technologie,UNITED STATES,États-Unis,141.2700,1673834.97,, NVDA US EQUITY,0.107451278,48662,NVIDIA Corp,Technology,Technologie,UNITED STATES,États-Unis,187.9000,12521689.05,, NXPI US EQUITY,5.44E-03,1995,NXP Semiconductors NV,Technology,Technologie,NETHERLANDS,Pays-Bas,232.1100,634136.76,, PANW US EQUITY,9.97E-03,5618,Palo Alto Networks Inc,Technology,Technologie,UNITED STATES,États-Unis,150.9900,1161652.15,, AVGO US EQUITY,0.085425393,21765,Broadcom Inc,Technology,Technologie,UNITED STATES,États-Unis,333.9900,9954932.41,, MCHP US EQUITY,0.00392713,4331,Microchip Technology Inc,Technology,Technologie,UNITED STATES,États-Unis,77.1600,457642.75,, AMAT US EQUITY,0.027810519,6399,Applied Materials Inc,Technology,Technologie,UNITED STATES,États-Unis,369.8300,3240861.17,, ROP US EQUITY,3.44E-03,881,Roper Technologies Inc,Technology,Technologie,UNITED STATES,États-Unis,332.0000,400553.17,, CDNS US EQUITY,0.007633004,2190,Cadence Design Systems Inc,Technology,Technologie,UNITED STATES,États-Unis,296.5900,889501.73,, WDAY US EQUITY,0.002830176,1720,Workday Inc,Technology,Technologie,UNITED STATES,États-Unis,140.0200,329810.67,, MU US EQUITY,4.16E-02,8484,Micron Technology Inc,Technology,Technologie,UNITED STATES,États-Unis,417.3500,4848945,, TEAM US EQUITY,0.001329882,1410,Atlassian Corp,Technology,Technologie,AUSTRALIA,Australie,80.2600,154976,, LRCX US EQUITY,0.0271075,9717,Lam Research Corp,Technology,Technologie,UNITED STATES,États-Unis,237.3900,3158935.83,, MPWR US EQUITY,5.37E-03,389,Monolithic Power Systems Inc,Technology,Technologie,UNITED STATES,États-Unis,"1,175.2200",626058.56,, APP US EQUITY,1.15E-02,2379,AppLovin Corp,Technology,Technologie,UNITED STATES,États-Unis,412.0000,1342263.68,, AAPL US EQUITY,9.85E-02,32161,Apple Inc,Technology,Technologie,UNITED STATES,États-Unis,260.5800,11476694.05,, GOOGL US EQUITY,5.10E-02,14335,Alphabet Inc,Technology,Technologie,UNITED STATES,États-Unis,302.8500,5945268.26,, AMD US EQUITY,0.029615778,12392,Advanced Micro Devices Inc,Technology,Technologie,UNITED STATES,États-Unis,203.3700,3451234.54,, INTC US EQUITY,1.97E-02,37512,Intel Corp,Technology,Technologie,UNITED STATES,États-Unis,44.6200,2292165.47,, INTU US EQUITY,0.010133124,2260,Intuit Inc,Technology,Technologie,UNITED STATES,États-Unis,381.5400,1180849.89,, SNPS US EQUITY,7.63E-03,1468,Synopsys Inc,Technology,Technologie,UNITED STATES,États-Unis,442.4400,889460.4,, WDC US EQUITY,8.78E-03,2624,Western Digital Corp,Technology,Technologie,UNITED STATES,États-Unis,284.6700,1022943.65,, CRWD US EQUITY,9.97E-03,2010,Crowdstrike Holdings Inc,Technology,Technologie,UNITED STATES,États-Unis,422.1400,1161980.24,, META US EQUITY,1.04E-01,13727,Meta Platforms Inc,Technology,Technologie,UNITED STATES,États-Unis,644.7800,12120858.24,, MSTR US EQUITY,0.003168737,2083,Strategy Inc,Technology,Technologie,UNITED STATES,États-Unis,129.4500,369264.46,, SHOP US EQUITY,1.41E-02,9685,Shopify Inc,Technology,Technologie,CANADA,Canada,123.8000,1641974.66,,