CIK: 0001777813
Total reported value
$5.0B
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 9.93% | -8.01% | — | |
| 2 | AMD | Advanced Micro Devices | Stock-Tech | 8.59% | — | — | |
| 3 | ATVIEUR | Activision Blizzard INC | Stock-Comm Services | 8.41% | — | — | |
| 4 | TSLA | Tesla INC | Stock-Consumer Disc | 6.49% | +0.47% | — | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 6.30% | — | — | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.16% | — | — | |
| 7 | DIS | Walt Disney Co/the | Stock-Comm Services | 5.33% | — | — | |
| 8 | RDFN | Redfin CORP | Stock-Other | 5.24% | — | — | |
| 9 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 4.71% | — | — | |
| 10 | W | Wayfair Inc- Class A | Stock-Consumer Disc | 3.83% | +1.08% | — | |
| 11 | SNAP | Snap INC - A | Stock-Comm Services | 3.75% | — | — | |
| 12 | LYFT | Lyft Inc-a | Stock-Tech | 3.73% | — | — | |
| 13 | ANGI1EUR | Angi INC | Stock-Other | 3.66% | — | — | |
| 14 | XYZ | Block INC | Stock-Financials | 3.46% | — | — | |
| 15 | TWLO | Twilio INC - A | Stock-Tech | 3.13% | +1.07% | — | |
| 16 | NKE | Nike INC -cl B | Stock-Consumer Disc | 3.06% | — | — | |
| 17 | VOO | Vanguard S&P 500 ETF | ETF-Large Cap & Growth | 2.57% | — | — | |
| 18 | ZEN1EUR | Zendesk INC | Stock-Other | 2.54% | — | — | |
| 19 | QSR | Restaurant Brands Intern | Stock-Consumer Disc | 2.16% | — | — | |
| 20 | ULTA | Ulta Beauty INC | Stock-Consumer Disc | 1.68% | — | — | |
| 21 | MU | Micron Technology INC | Stock-Tech | 1.60% | +0.12% | — | |
| 22 | CHWY | Chewy INC - Class A | Stock-Consumer Disc | 1.45% | — | — | |
| 23 | WYNN | Wynn Resorts LTD | Stock-Consumer Disc | 1.04% | — | — | |
| 24 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.91% | — | — | |
| 25 | ROKU | Roku INC | Stock-Comm Services | 0.26% | — | — |