CIK: 0001108524
Total reported value
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| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ZM | Zoom Communications INC | Stock-Tech | 42.34% | — | — | |
| 2 | DBX | Dropbox Inc-class A | Stock-Tech | 21.24% | — | — | |
| 3 | TWLO | Twilio INC - A | Stock-Tech | 20.80% | — | — | |
| 4 | SVMKUSD | Svmk INC | Stock-Other | 9.82% | — | — | |
| 5 | LYFT | Lyft Inc-a | Stock-Tech | 5.80% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DBX | Dropbox Inc-class A | -3.1% | — | Unchanged |
| 2 | LYFT | Lyft Inc-a | -3.3% | — | Unchanged |
| 3 | SVMKUSD | Svmk INC | -4.4% | — | Unchanged |
| 4 | TWLO | Twilio INC - A | -5.1% | — | Unchanged |
| 5 | ZM | Zoom Communications INC | — | NEW | New buy |
| 6 | PLANUSD | Anaplan INC | — | EXIT | Sold out |