CIK: 0001873435
Total reported value
$308.0M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NET | Cloudflare INC - Class A | Stock-Tech | 29.23% | — | -26.92% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 27.04% | — | -4.00% | |
| 3 | FERG | Ferguson Enterprises Inc. | Stock-Industrials | 22.21% | — | -7.44% | |
| 4 | CACC | Credit Acceptance CORP | Stock-Other | 21.52% | -8.45% | +2.27% |