CIK: 0001802797
Total reported value
$407.9M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | YEXT | Yext INC | Stock-Other | 25.91% | -19.06% | — | |
| 2 | VOO | Vanguard S&P 500 ETF | ETF-Large Cap & Growth | 20.93% | — | +50.18% | |
| 3 | ✓ | Stock-Other | 17.73% | — | -9.89% | ||
| 4 | STNE | StoneCo Ltd. | Stock-Other | 11.68% | — | — | |
| 5 | VYX | Ncr Voyix CORP | Stock-Tech | 9.08% | — | — | |
| 6 | GWRE | Guidewire Software INC | Stock-Tech | 6.12% | — | — | |
| 7 | WEAV | Weave Communications INC | Stock-Other | 4.99% | — | — | |
| 8 | CMRC | Commerce.com INC | Stock-Other | 3.52% | — | — | |
| 9 | BBIO | BridgeBio Pharma, Inc. | Stock-Healthcare | 0.04% | — | — |