| Company | Sector | Value | Weight | Δ Q/Q |
|---|---|---|---|---|
| GOOG | Communication Services | $3.06B | 13.4% | — |
| NVDA | Information Technology | $2.09B | 9.2% | +9% |
| AMZN | Consumer Discretionary | $2.08B | 9.1% | — |
| TSM | Information Technology | $1.88B | 8.2% | +49% |
| META | Communication Services | $1.77B | 7.7% | +12% |
| SE | Industrials | $1.28B | 5.6% | — |
| AVGO | Information Technology | $1.11B | 4.9% | +25% |
| MSFT | Information Technology | $925.4M | 4.1% | -54% |
| FLUT | Information Technology | $860.9M | 3.8% | -100% |
| GEV | Industrials | $849.3M | 3.7% | — |
| LRCX | Information Technology | $833.4M | 3.6% | — |
| SPOT | Communication Services | $766.5M | 3.4% | +25% |
| CPNG | Consumer Discretionary | $653.2M | 2.9% | +32% |
| AMAT | Information Technology | $566.3M | 2.5% | +85% |
| VEEV | Information Technology | $540.3M | 2.4% | -100% |
| CPAY | Information Technology | $509.9M | 2.2% | — |
| Grab Holdings Limited | Unclassified | $463.7M | 2.0% | -100% |
| APP | Information Technology | $398M | 1.7% | -23% |
| TTWO | Communication Services | $395M | 1.7% | -66% |
| APO | Financials | $366.9M | 1.6% | -47% |
| RDDT | Information Technology | $336.6M | 1.5% | -35% |
| Z | Information Technology | $304.9M | 1.3% | +22% |
| BSQKZ | Information Technology | $240.7M | 1.1% | -37% |
| NFLX | Communication Services | $234.5M | 1.0% | — |
| MELI | Information Technology | $233.4M | 1.0% | NEW |