CIK: 0001844103
Total reported value
$76.7M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GWRE | Guidewire Software INC | Stock-Tech | 29.10% | -22.88% | +12.15% | |
| 2 | TDG | Transdigm Group INC | Stock-Industrials | 25.38% | +10.18% | — | |
| 3 | AMZN | Amazon.com INC | Stock-Consumer Disc | 21.06% | — | — | |
| 4 | MCO | Moody's CORP | Stock-Financials | 18.57% | +12.70% | +9.87% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 5.89% | — | — |