CIK: 0001846445
Total reported value
$50.2M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SDGR | Schrodinger INC | Stock-Other | 2.27% | — | -10.01% | |
| 2 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.00% | — | -15.99% | |
| 3 | SWAVUSD | Shockwave Medical INC | Stock-Other | 1.99% | — | -31.85% | |
| 4 | PYPL | Paypal Holdings INC | Stock-Financials | 1.93% | — | -5.31% | |
| 5 | DXCM | Dexcom INC | Stock-Healthcare | 1.82% | — | -27.01% | |
| 6 | LEGN | Legend Biotech Corp-adr | Stock-Other | 1.82% | — | -5.18% | |
| 7 | INSP | Inspire Medical Systems INC | Stock-Healthcare | 1.79% | — | -14.55% | |
| 8 | SHOP | Shopify INC - Class A | Stock-Tech | 1.73% | — | -2.17% | |
| 9 | PODD | Insulet CORP | Stock-Healthcare | 1.72% | — | -19.22% | |
| 10 | MDGL | Madrigal Pharmaceuticals INC | Stock-Healthcare | 1.70% | — | -10.36% | |
| 11 | FOUR | Shift4 Payments Inc-class A | Stock-Tech | 1.67% | — | -27.80% | |
| 12 | XYZ | Block INC | Stock-Financials | 1.66% | — | -27.40% | |
| 13 | TMDX | Transmedics Group INC | Stock-Healthcare | 1.62% | — | -17.86% | |
| 14 | EEFT | Euronet Worldwide INC | Stock-Tech | 1.52% | — | -2.76% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.49% | — | -30.41% | |
| 16 | EXK | Exact Sciences CORP | Stock-Materials | 1.47% | — | -12.27% | |
| 17 | INTU | Intuit INC | Stock-Tech | 1.45% | — | -11.38% | |
| 18 | RKLB | Rocket Lab Corporation | Stock-Industrials | 1.38% | — | -9.16% | |
| 19 | SEDG | Solaredge Technologies INC | Stock-Tech | 1.33% | — | +5.68% | |
| 20 | PACB | Pacific Biosciences Of Calif | Stock-Other | 1.29% | — | -18.12% | |
| 21 | COIN | Coinbase Global INC -class A | Stock-Financials | 1.18% | — | -13.52% | |
| 22 | AMD | Advanced Micro Devices | Stock-Tech | 1.16% | — | -20.10% | |
| 23 | FSLR | First Solar INC | Stock-Tech | 1.15% | — | +9.32% | |
| 24 | DSGX | Descartes Systems Grp/the | Stock-Tech | 1.15% | — | +7.99% | |
| 25 | IRDM | Iridium Communications INC | Stock-Comm Services | 1.14% | — | -8.41% | |
| 26 | ALNY | Alnylam Pharmaceuticals INC | Stock-Healthcare | 1.06% | — | -4.19% | |
| 27 | LSCC | Lattice Semiconductor CORP | Stock-Tech | 1.02% | — | -19.53% | |
| 28 | NBIX | Neurocrine Biosciences INC | Stock-Healthcare | 1.00% | — | -6.24% | |
| 29 | DT | Dynatrace INC | Stock-Tech | 0.99% | — | -16.12% | |
| 30 | IQV | Iqvia Holdings INC | Stock-Healthcare | 0.99% | — | -5.80% | |
| 31 | GWRE | Guidewire Software INC | Stock-Tech | 0.96% | — | -11.98% | |
| 32 | BNTX | Biontech Se-adr | Stock-Other | 0.95% | — | -2.97% | |
| 33 | TTEK | Tetra Tech INC | Stock-Industrials | 0.94% | — | +8.19% | |
| 34 | ISRG | Intuitive Surgical INC | Stock-Healthcare | 0.94% | — | -16.38% | |
| 35 | DDOG | Datadog INC - Class A | Stock-Tech | 0.94% | — | -17.71% | |
| 36 | RIOT | Riot Platforms INC | Stock-Financials | 0.92% | — | -15.77% | |
| 37 | NEOG | Neogen CORP | Stock-Healthcare | 0.91% | — | -8.41% | |
| 38 | TER | Teradyne INC | Stock-Tech | 0.91% | — | -17.66% | |
| 39 | MRVL | Marvell Technology INC | Stock-Tech | 0.91% | — | -18.42% | |
| 40 | PRCT | Procept Biorobotics CORP | Stock-Other | 0.91% | — | -14.95% | |
| 41 | NET | Cloudflare INC - Class A | Stock-Tech | 0.89% | — | -9.32% | |
| 42 | WOLF* | Wolfspeed INC | Stock-Other | 0.88% | — | +8.83% | |
| 43 | PANW | Palo Alto Networks INC | Stock-Tech | 0.87% | — | -8.34% | |
| 44 | BRKR | Bruker CORP | Stock-Healthcare | 0.87% | — | -8.46% | |
| 45 | NOW | Servicenow INC | Stock-Tech | 0.87% | — | -17.93% | |
| 46 | LSPD | Lightspeed Commerce INC | Stock-Other | 0.84% | — | -5.70% | |
| 47 | CRWD | Crowdstrike Holdings INC - A | Stock-Tech | 0.83% | — | -8.37% | |
| 48 | FISV | Fiserv INC | Stock-Other | 0.83% | — | -1.51% | |
| 49 | PEGA | Pegasystems INC | Stock-Tech | 0.81% | — | — | |
| 50 | TXG | 10x Genomics Inc-class A | Stock-Other | 0.81% | — | -8.47% |