CIK: 0001842526
Total reported value
$1.7B
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WDAY | Workday Inc-class A | Stock-Tech | 19.15% | — | — | |
| 2 | TSLA | Tesla INC | Stock-Consumer Disc | 17.55% | -3.83% | EXIT | |
| 3 | MELI | Mercadolibre INC | Stock-Consumer Disc | 16.16% | -0.94% | -17.78% | |
| 4 | NET | Cloudflare INC - Class A | Stock-Tech | 7.50% | — | — | |
| 5 | OKTA | Okta INC | Stock-Tech | 7.44% | — | — | |
| 6 | BILL | Bill Holdings INC | Stock-Tech | 6.78% | — | -62.50% | |
| 7 | SPLKCHF | Splunk INC | Stock-Other | 6.67% | — | — | |
| 8 | NOW | Servicenow INC | Stock-Tech | 6.52% | — | — | |
| 9 | CRWD | Crowdstrike Holdings INC - A | Stock-Tech | 5.78% | — | -77.27% | |
| 10 | TEAM | Atlassian Corporation | Stock-Tech | 3.85% | — | — | |
| 11 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.59% | — | -50.00% |