AIFD additions & removals
Changes are observation-bounded: an addition is the first retained official snapshot containing a security after an earlier absence; a removal is its first retained absence. Baseline holdings receive no invented addition date.
Additions
| Ticker | Issuer | Observed date | Change |
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| KLA CORP | KLA CORP | 2026-04-30 | Added / first present |
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| PALANTIR TECHNOLOGIES INC-A | PALANTIR TECHNOLOGIES INC-A | 2026-04-30 | Added / first present |
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| DIGITALOCEAN HOLDINGS INC | DIGITALOCEAN HOLDINGS INC | 2025-10-31 | Added / first present |
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| ORACLE CORP | ORACLE CORP | 2025-07-31 | Added / first present |
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| NEBIUS GROUP NV | NEBIUS GROUP NV | 2025-07-31 | Added / first present |
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| REDDIT INC-CL A | REDDIT INC-CL A | 2025-07-31 | Added / first present |
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| CELESTICA INC | CELESTICA INC | 2025-07-31 | Added / first present |
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| COREWEAVE INC-CL A | COREWEAVE INC-CL A | 2025-07-31 | Added / first present |
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| LUMENTUM HOLDINGS INC | LUMENTUM HOLDINGS INC | 2025-04-30 | Added / first present |
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| SPOTIFY TECHNOLOGY SA | SPOTIFY TECHNOLOGY SA | 2025-04-30 | Added / first present |
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| SUPER MICRO COMPUTER INC | SUPER MICRO COMPUTER INC | 2025-04-30 | Added / first present |
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Removals
| Ticker | Issuer | Observed date | Change |
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| SUPER MICRO COMPUTER INC | SUPER MICRO COMPUTER INC | 2026-01-31 | Removed / first absent |
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| APPLE INC | APPLE INC | 2026-04-30 | Removed / first absent |
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| META PLATFORMS INC-CLASS A | META PLATFORMS INC-CLASS A | 2026-04-30 | Removed / first absent |
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| SALESFORCE INC | SALESFORCE INC | 2026-04-30 | Removed / first absent |
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| ADVANCED MICRO DEVICES | ADVANCED MICRO DEVICES | 2025-04-30 | Removed / first absent |
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| TRADE DESK INC/THE -CLASS A | TRADE DESK INC/THE -CLASS A | 2026-01-31 | Removed / first absent |
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| PINTEREST INC- CLASS A | PINTEREST INC- CLASS A | 2025-04-30 | Removed / first absent |
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| ON SEMICONDUCTOR | ON SEMICONDUCTOR | 2025-04-30 | Removed / first absent |
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| CYBERARK SOFTWARE LTD/ISRAEL | CYBERARK SOFTWARE LTD/ISRAEL | 2026-04-30 | Removed / first absent |
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| MOBILEYE GLOBAL INC-A | MOBILEYE GLOBAL INC-A | 2025-07-31 | Removed / first absent |
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| LAM RESEARCH CORP | LAM RESEARCH CORP | 2025-04-30 | Removed / first absent |
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