CIK: 0001869470
Total reported value
$343.5M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NET | Cloudflare INC - Class A | Stock-Tech | 25.82% | — | -21.36% | |
| 2 | APPF | Appfolio INC - A | Stock-Tech | 21.80% | -10.37% | -25.00% | |
| 3 | SNOW | Snowflake INC | Stock-Tech | 11.60% | — | +14.94% | |
| 4 | DDOG | Datadog INC - Class A | Stock-Tech | 10.42% | — | +145.79% | |
| 5 | XYZ | Block INC | Stock-Financials | 10.39% | — | +79.53% | |
| 6 | PCOR | Procore Technologies INC | Stock-Tech | 10.04% | — | -10.23% | |
| 7 | DUOL | Duolingo | Stock-Tech | 9.93% | — | +41.92% |