CIK: 0001218663
Total reported value
$53.3M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TEAM | Atlassian Corp-cl A | Stock-Tech | 19.77% | -5.46% | +67.26% | |
| 2 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 18.69% | +6.46% | +32.24% | |
| 3 | AMZN | Amazon.com INC | Stock-Consumer Disc | 17.72% | -1.40% | +48.67% | |
| 4 | DDOG | Datadog INC - Class A | Stock-Tech | 14.75% | — | +9.36% | |
| 5 | MNDY | monday.com Ltd. | Stock-Tech | 11.48% | -13.77% | EXIT | |
| 6 | ADSK | Autodesk INC | Stock-Tech | 10.05% | -4.02% | — | |
| 7 | SHOP | Shopify INC - Class A | Stock-Tech | 6.31% | — | — | |
| 8 | APPF | Appfolio INC - A | Stock-Tech | 1.23% | — | — | |
| 9 | ✓ | Ikena Oncology INC | Stock-Other | — | — | — |