CIK: 0001690675
Total reported value
$68.5M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CRM | Salesforce INC | Stock-Tech | 48.91% | -48.91% | EXIT | |
| 2 | NOW | Servicenow INC | Stock-Tech | 33.07% | -33.07% | EXIT | |
| 3 | UBER | Uber Technologies INC | Stock-Industrials | 9.61% | -1.73% | — | |
| 4 | ADBE | Adobe INC | Stock-Tech | 8.41% | -8.41% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CRM | Salesforce INC | — | NEW | New buy |
| 2 | NOW | Servicenow INC | — | NEW | New buy |
| 3 | UBER | Uber Technologies INC | — | NEW | New buy |
| 4 | ADBE | Adobe INC | — | NEW | New buy |