CIK: 0001782126
Total reported value
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| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 14.87% | — | -48.28% | |
| 2 | JD | Jd.com Inc-adr | Stock-Consumer Disc | 14.42% | — | — | |
| 3 | AFRM | Affirm Holdings INC | Stock-Financials | 12.98% | — | — | |
| 4 | NFLX | Netflix INC | Stock-Comm Services | 12.66% | — | — | |
| 5 | CAR | Avis Budget Group INC | Stock-Other | 11.69% | — | -27.35% | |
| 6 | TMUS | T-mobile US INC | Stock-Comm Services | 10.97% | — | -33.61% | |
| 7 | EDU | New Oriental Educatio-sp Adr | Stock-Consumer Staples | 8.17% | — | — | |
| 8 | ZG | Zillow Group INC - A | Stock-Comm Services | 8.06% | — | — | |
| 9 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 6.18% | — | -72.32% |