CIK: 0001742435
Total reported value
$1.4B
Showing top 200 holdings (of 890 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com INC | Stock-Consumer Disc | 2.48% | — | +210.45% | |
| 2 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 2.47% | — | — | |
| 3 | MU | Micron Technology INC | Stock-Tech | 1.81% | — | — | |
| 4 | ZM | Zoom Communications INC | Stock-Tech | 1.69% | — | — | |
| 5 | FDX | Fedex CORP | Stock-Industrials | 1.53% | +0.92% | NEW | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.48% | — | — | |
| 7 | WORK | Slack Technologies Inc- Cl A | Stock-Other | 1.38% | — | — | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 1.36% | +0.88% | +1234.55% | |
| 9 | BA | Boeing Co/the | Stock-Industrials | 1.36% | — | — | |
| 10 | CRWD | Crowdstrike Holdings INC - A | Stock-Tech | 1.25% | — | +18111.27% | |
| 11 | PTON | Peloton Interactive Inc-a | Stock-Consumer Disc | 1.18% | — | — | |
| 12 | UBER | Uber Technologies INC | Stock-Industrials | 1.17% | +0.56% | — | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.15% | — | — | |
| 14 | NKE | Nike INC -cl B | Stock-Consumer Disc | 1.05% | — | — | |
| 15 | ENPH | Enphase Energy INC | Stock-Tech | 1.04% | — | — | |
| 16 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 1.00% | — | +2029.02% | |
| 17 | ROKU | Roku INC | Stock-Comm Services | 1.00% | — | +79.45% | |
| 18 | CRM | Salesforce INC | Stock-Tech | 0.99% | — | +1868.51% | |
| 19 | NFLX | Netflix INC | Stock-Comm Services | 0.95% | -1.68% | EXIT | |
| 20 | TGT | Target CORP | Stock-Consumer Disc | 0.91% | — | +287.28% | |
| 21 | TIFEUR | Tiffany & Co | Stock-Other | 0.89% | — | — | |
| 22 | ACN | Accenture plc | Stock-Tech | 0.88% | — | +787.60% | |
| 23 | AMD | Advanced Micro Devices | Stock-Tech | 0.82% | — | — | |
| 24 | RP | Realpage INC | Stock-Other | 0.79% | — | — | |
| 25 | TXN | Texas Instruments INC | Stock-Tech | 0.77% | — | +6159.51% | |
| 26 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.70% | — | +337.59% | |
| 27 | TSLA | Tesla INC | Stock-Consumer Disc | 0.68% | — | — | |
| 28 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.63% | — | +928.74% | |
| 29 | MRNA | Moderna INC | Stock-Healthcare | 0.62% | — | — | |
| 30 | ZS | Zscaler INC | Stock-Tech | 0.62% | — | +1196.22% | |
| 31 | ALXN | Alexion Pharmaceuticals INC | Stock-Other | 0.61% | — | +1880.37% | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.61% | +1.36% | — | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | — | +35.43% | |
| 34 | CMG | Chipotle Mexican Grill INC | Stock-Consumer Disc | 0.57% | — | +291.88% | |
| 35 | 0VVB | Paramount Global-class B | Stock-Other | 0.54% | — | — | |
| 36 | TMUS | T-mobile US INC | Stock-Comm Services | 0.53% | — | +374.79% | |
| 37 | UNH | Unitedhealth Group INC | Stock-Healthcare | 0.51% | +0.96% | NEW | |
| 38 | MMM | 3m Co | Stock-Industrials | 0.50% | — | +5880.83% | |
| 39 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.49% | — | — | |
| 40 | STNE | StoneCo Ltd. | Stock-Other | 0.49% | — | — | |
| 41 | AMAT | Applied Materials INC | Stock-Tech | 0.48% | +0.55% | — | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.48% | — | — | |
| 43 | PINS | Pinterest Inc- Class A | Stock-Comm Services | 0.48% | — | — | |
| 44 | IHS | Ihs Markit LTD | Stock-Other | 0.48% | — | +1069.98% | |
| 45 | LOW | Lowe's Cos INC | Stock-Consumer Disc | 0.45% | — | +589.54% | |
| 46 | VAREUR | Varian Medical Systems INC | Stock-Other | 0.44% | — | +48.10% | |
| 47 | Z | Zillow Group INC - C | Stock-Comm Services | 0.43% | — | — | |
| 48 | MDB | Mongodb INC | Stock-Tech | 0.43% | — | +709.81% | |
| 49 | BIIB | Biogen INC | Stock-Healthcare | 0.41% | — | +3176.28% | |
| 50 | DELL | Dell Technologies -c | Stock-Tech | 0.40% | — | +757.56% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CRWD | Crowdstrike Holdings INC - A | +1.2% | +18111.27% | Add |
| 2 | V | Visa Inc-class A Shares | +1% | +1234.55% | Add |
| 3 | TTD | Trade Desk Inc/the -class A | +0.9% | +2029.02% | Add |
| 4 | CRM | Salesforce INC | +0.8% | +1868.51% | Add |
| 5 | TXN | Texas Instruments INC | +0.7% | +6159.51% | Add |
| 6 | ACN | Accenture plc | +0.5% | +787.60% | Add |
| 7 | ALXN | Alexion Pharmaceuticals INC | +0.5% | +1880.37% | Add |
| 8 | ZS | Zscaler INC | +0.5% | +1196.22% | Add |
| 9 | MMM | 3m Co | +0.5% | +5880.83% | Add |
| 10 | SBUX | Starbucks CORP | +0.4% | +928.74% | Add |
| 11 | BIIB | Biogen INC | +0.4% | +3176.28% | Add |
| 12 | IHS | Ihs Markit LTD | +0.3% | +1069.98% | Add |
| 13 | MDB | Mongodb INC | +0.3% | +709.81% | Add |
| 14 | TMUS | T-mobile US INC | +0.1% | +374.79% | Add |
| 15 | NFLX | Netflix INC | 0% | +302.48% | Add |
| 16 | TGT | Target CORP | 0% | +287.28% | Add |
| 17 | CMG | Chipotle Mexican Grill INC | 0% | +291.88% | Add |
| 18 | MCD | Mcdonald's CORP | 0% | +337.59% | Add |
| 19 | ROKU | Roku INC | -0.4% | +79.45% | Add |
| 20 | AMZN | Amazon.com INC | -0.8% | +210.45% | Add |
| 21 | PG | Procter & Gamble Co/the | -2.2% | -96.33% | Trim |
| 22 | BABA | Alibaba Group Holding-sp Adr | — | NEW | New buy |
| 23 | META | Meta Platforms Inc-class A | — | EXIT | Sold out |
| 24 | MU | Micron Technology INC | — | NEW | New buy |
| 25 | ZM | Zoom Communications INC | — | NEW | New buy |
| 26 | FDX | Fedex CORP | — | NEW | New buy |
| 27 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 28 | WORK | Slack Technologies Inc- Cl A | — | NEW | New buy |
| 29 | BA | Boeing Co/the | — | NEW | New buy |
| 30 | PTON | Peloton Interactive Inc-a | — | NEW | New buy |
| 31 | UBER | Uber Technologies INC | — | NEW | New buy |
| 32 | NVDA | Nvidia CORP | — | NEW | New buy |
| 33 | NKE | Nike INC -cl B | — | NEW | New buy |
| 34 | ENPH | Enphase Energy INC | — | NEW | New buy |
| 35 | TIFEUR | Tiffany & Co | — | NEW | New buy |
| 36 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 37 | RP | Realpage INC | — | NEW | New buy |
| 38 | TSLA | Tesla INC | — | NEW | New buy |
| 39 | MRNA | Moderna INC | — | NEW | New buy |
| 40 | ORCL | Oracle CORP | — | NEW | New buy |
| 41 | 0VVB | Paramount Global-class B | — | NEW | New buy |
| 42 | LRCXEUR | Lam Research CORP | — | NEW | New buy |
| 43 | STNE | StoneCo Ltd. | — | NEW | New buy |
| 44 | AMAT | Applied Materials INC | — | NEW | New buy |
| 45 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 46 | PINS | Pinterest Inc- Class A | — | NEW | New buy |
| 47 | IMMU | Immunomedics INC | — | EXIT | Sold out |
| 48 | Z | Zillow Group INC - C | — | NEW | New buy |
| 49 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 50 | LYFT | Lyft Inc-a | — | NEW | New buy |