CIK: 0001649994
Total reported value
—
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | V | Visa Inc-class A Shares | Stock-Financials | 13.98% | — | +11.53% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 10.92% | — | -34.87% | |
| 3 | INTU | Intuit INC | Stock-Tech | 9.75% | — | +11.54% | |
| 4 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 9.51% | — | +11.53% | |
| 5 | AMZN | Amazon.com INC | Stock-Consumer Disc | 9.50% | — | +11.50% | |
| 6 | MELI | Mercadolibre INC | Stock-Consumer Disc | 6.87% | — | +11.44% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.24% | — | -1.44% | |
| 8 | LUV | Southwest Airlines Co | Stock-Industrials | 5.24% | — | -19.98% | |
| 9 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 5.19% | — | +11.38% | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 4.59% | — | +11.35% | |
| 11 | SMARGBP | Smartsheet Inc-class A | Stock-Other | 4.49% | — | +11.32% | |
| 12 | ADBE | Adobe INC | Stock-Tech | 3.33% | — | +11.29% | |
| 13 | GDS | Gds Holdings LTD - Adr | Stock-Other | 2.81% | — | +11.42% | |
| 14 | PYPL | Paypal Holdings INC | Stock-Financials | 2.52% | — | +11.65% | |
| 15 | UBER | Uber Technologies INC | Stock-Industrials | 2.02% | — | -40.06% | |
| 16 | TWLO | Twilio INC - A | Stock-Tech | 1.88% | — | +11.58% | |
| 17 | AKTSQ | Akoustis Technologies INC | Stock-Other | 0.63% | — | +14.65% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.55% | — | — |