CIK: 0001619083
Total reported value
$196.7M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PYPL | Paypal Holdings INC | Stock-Financials | 19.13% | — | — | |
| 2 | AMZN | Amazon.com INC | Stock-Consumer Disc | 14.42% | — | — | |
| 3 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 10.73% | — | — | |
| 4 | TREE | Lendingtree INC | Stock-Other | 10.15% | — | — | |
| 5 | SAVEEUR | Spirit Airlines INC | Stock-Other | 9.47% | — | — | |
| 6 | XPO | Xpo INC | Stock-Industrials | 9.10% | — | — | |
| 7 | GOOS | Canada Goose Holdings INC | Stock-Other | 7.77% | — | — | |
| 8 | XYZ | Block INC | Stock-Financials | 6.38% | — | — | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 5.63% | — | — | |
| 10 | ROKU | Roku INC | Stock-Comm Services | 4.36% | — | — | |
| 11 | FND | Floor & Decor Holdings Inc-a | Stock-Consumer Disc | 2.85% | — | — |