CIK: 0001844103
Total reported value
$76.7M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TDG | Transdigm Group INC | Stock-Industrials | 26.61% | +10.18% | — | |
| 2 | AMZN | Amazon.com INC | Stock-Consumer Disc | 25.50% | — | — | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 19.18% | — | — | |
| 4 | GWRE | Guidewire Software INC | Stock-Tech | 17.20% | -22.88% | — | |
| 5 | MCO | Moody's CORP | Stock-Financials | 11.50% | +12.70% | — |