CIK: 0001747057
Total reported value
$11.2B
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NFLX | Netflix INC | Stock-Comm Services | 11.69% | — | — | |
| 2 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 8.72% | — | — | |
| 3 | AMZN | Amazon.com INC | Stock-Consumer Disc | 8.18% | +0.46% | — | |
| 4 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 7.11% | — | — | |
| 5 | DHI | Dr Horton INC | Stock-Consumer Disc | 6.97% | — | — | |
| 6 | DIS | Walt Disney Co/the | Stock-Comm Services | 6.25% | — | — | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.07% | +1.20% | NEW | |
| 8 | GWRE | Guidewire Software INC | Stock-Tech | 4.57% | — | — | |
| 9 | SHW | Sherwin-williams Co/the | Stock-Materials | 4.57% | -1.56% | — | |
| 10 | MELI | Mercadolibre INC | Stock-Consumer Disc | 3.99% | +1.53% | — | |
| 11 | RACE | Ferrari N.V. | Stock-Consumer Disc | 3.85% | — | — | |
| 12 | BA | Boeing Co/the | Stock-Industrials | 2.94% | — | — | |
| 13 | ADBE | Adobe INC | Stock-Tech | 2.89% | — | — | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 2.68% | — | — | |
| 15 | PODD | Insulet CORP | Stock-Healthcare | 2.55% | — | — | |
| 16 | WYNN | Wynn Resorts LTD | Stock-Consumer Disc | 2.38% | — | — | |
| 17 | AMAT | Applied Materials INC | Stock-Tech | 2.09% | — | — | |
| 18 | BILI | Bilibili Inc-sponsored Adr | Stock-Other | 1.71% | — | — | |
| 19 | PEGA | Pegasystems INC | Stock-Tech | 1.67% | — | — | |
| 20 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 1.65% | -0.68% | — | |
| 21 | ADSK | Autodesk INC | Stock-Tech | 1.52% | -0.60% | — | |
| 22 | DHR | Danaher CORP | Stock-Healthcare | 1.29% | +2.69% | — | |
| 23 | OC | Owens Corning | Stock-Industrials | 1.15% | — | — | |
| 24 | VMC | Vulcan Materials Co | Stock-Materials | 0.85% | — | — | |
| 25 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.61% | — | — | |
| 26 | HUYA | Huya Inc-adr | Stock-Other | 0.61% | — | — | |
| 27 | LVS | Las Vegas Sands CORP | Stock-Consumer Disc | 0.61% | — | — | |
| 28 | DE | Deere & Co | Stock-Industrials | 0.57% | — | — | |
| 29 | TME | Tencent Music Entertainm-adr | Stock-Comm Services | 0.44% | — | — | |
| 30 | FTCHQ | Farfetch Ltd-class A | Stock-Other | 0.38% | — | — | |
| 31 | NOW | Servicenow INC | Stock-Tech | 0.31% | — | — | |
| 32 | IQ | Iqiyi Inc-adr | Stock-Other | 0.11% | — | — |