CIK: 0001766908
Total reported value
$267.6M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PPLI | People INC | Stock-Comm Services | 21.15% | — | -13.93% | |
| 2 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 15.63% | — | -2.98% | |
| 3 | FOUR | Shift4 Payments Inc-class A | Stock-Tech | 13.55% | -13.62% | EXIT | |
| 4 | SE | Sea Ltd-adr | Stock-Comm Services | 13.04% | — | -30.13% | |
| 5 | MNDY | monday.com Ltd. | Stock-Tech | 12.64% | -7.06% | EXIT | |
| 6 | CPNG | Coupang INC | Stock-Consumer Disc | 11.28% | +6.39% | NEW | |
| 7 | INTU | Intuit INC | Stock-Tech | 10.95% | +0.28% | -11.12% | |
| 8 | BLND | Blend Labs Inc-a | Stock-Other | 1.77% | -5.17% | EXIT |