CIK: 0001782126
Total reported value
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| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com INC | Stock-Consumer Disc | 14.39% | — | +8.95% | |
| 2 | DKS | Dick's Sporting Goods INC | Stock-Consumer Disc | 13.62% | — | -25.48% | |
| 3 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 12.80% | — | +23.67% | |
| 4 | DASH | Doordash INC - A | Stock-Consumer Disc | 10.45% | — | +1.65% | |
| 5 | PENN | Penn Entertainment INC | Stock-Consumer Disc | 8.83% | — | — | |
| 6 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 8.74% | — | — | |
| 7 | WMG | Warner Music Group Corp-cl A | Stock-Other | 8.57% | — | -9.42% | |
| 8 | CAR | Avis Budget Group INC | Stock-Other | 8.56% | — | +83.38% | |
| 9 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 8.18% | — | — | |
| 10 | TMUS | T-mobile US INC | Stock-Comm Services | 4.68% | — | — | |
| 11 | CHWY | Chewy INC - Class A | Stock-Consumer Disc | 1.18% | — | — |