April 13, 2026
Announcement
| AKAMAI TECHNOLOGIES INC |
| ALPHABET INC-CL A |
| AMAZON.COM INC |
| APPLIED DIGITAL CORPORATION |
| Applovin Corp |
| CHECK POINT SOFTWARE TECH L ORD |
| CONSTELLATION SOFTWARE INC |
| COREWEAVE INC |
| CROWDSTRIKE HOLDINGS INC |
| DATADOG INC |
| DIGITALOCEAN HOLDINGS INC |
| DOCUSIGN INC |
| DYNATRACE INC |
| F5 INC |
| FORTINET INC |
| HUBSPOT INC |
| HUT 8 CORP |
| INTERDIGITAL INC |
| INTUIT INC |
| KIOXIA HLDG CORP ORD |
| MANHATTAN ASSOCIATES INC |
| MICROSOFT CORP |
| MONGODB INC |
| NEBIUS GROUP NV |
| NETAPP INC |
| NUTANIX INC |
| OBIC CO LTD ORD |
| OKTA INC |
| ORACLE CORP |
| PALO ALTO NETWORKS INC |
| PAYCHEX INC |
| PURE STORAGE INC - CLASS A |
| ROPER TECHNOLOGIES INC |
| RUBRIK INC-A |
| SAGE GROUP PLC |
| SALESFORCE INC |
| SAMSARA INC |
| SANDISK CORP |
| SAP SE |
| SEAGATE TECHNOLOGY HOLDINGS PLC |
| SERVICENOW INC |
| SNOWFLAKE INC |
| STRATEGY INC-CL A |
| TRIMBLE INC |
| WESTERN DIGITAL CORP |
| WISETECH GLOBAL LTD |
| WORKDAY INC |
| XERO LTD |
| ZOOM VIDEO COMMUNICATIONS INC |
| ZSCALER INC |
We work closely with our internal partners to deliver investment ideas that generate demonstrable value for our clients.