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 | 25.10% | +10.18% | — | |
| 2 | AMZN | Amazon.com INC | Stock-Consumer Disc | 23.37% | — | — | |
| 3 | GWRE | Guidewire Software INC | Stock-Tech | 18.97% | -22.88% | +31.73% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 16.51% | — | — | |
| 5 | MCO | Moody's CORP | Stock-Financials | 16.05% | +12.70% | +26.15% |