March 5, 2026
Announcement
| ADOBE INC |
| AMAZON.COM INC |
| ATLASSIAN CORPORATION PLC |
| BOX INC |
| BROADCOM INC |
| CROWDSTRIKE HOLDINGS INC |
| CYCURION INC |
| DIGITALOCEAN HOLDINGS INC |
| DOCUSIGN INC |
| DUOLINGO INC |
| FIGMA INC |
| FORTINET INC |
| GRINDR INC |
| HEWLETT PACKARD ENTERPRISE COMPANY |
| HUBSPOT INC |
| HUYA INC-ADR |
| INTERNATIONAL BUSINESS MACHINES CORP |
| JOYY INC |
| MARVELL TECHNOLOGY INC |
| META PLATFORMS INC |
| MICROSOFT CORP |
| NETAPP INC |
| NETSCOUT SYSTEMS INC |
| NVIDIA CORP |
| OKTA INC |
| ORACLE CORP |
| PALO ALTO NETWORKS INC |
| PEGASYSTEMS INC |
| RINGCENTRAL INC |
| SEALSQ CORP |
| SENTINELONE INC |
| SERVICENOW INC |
| SOUNDHOUND AI INC-A |
| STRATASYS LTD |
| TD SYNNEX CORP |
| VERISK ANALYTICS INC |
| VERIZON COMMUNICATIONS INC |
| ZENATECH ORD |
| ZOOM VIDEO COMMUNICATIONS INC |
| ZSCALER INC |
We work closely with our internal partners to deliver investment ideas that generate demonstrable value for our clients.