CIK: 0001680964
Total reported value
$1.4B
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NFLX | Netflix INC | Stock-Comm Services | 14.36% | — | — | |
| 2 | YELP | Yelp INC | Stock-Other | 14.27% | — | — | |
| 3 | ADSK | Autodesk INC | Stock-Tech | 10.20% | — | — | |
| 4 | SBAC | SBA Communications Corporation | Stock-Real Estate | 9.58% | — | — | |
| 5 | PYPL | Paypal Holdings INC | Stock-Financials | 9.37% | — | — | |
| 6 | PANW | Palo Alto Networks INC | Stock-Tech | 8.57% | +5.48% | NEW | |
| 7 | CSOD | Cornerstone Ondemand INC | Stock-Other | 6.69% | — | — | |
| 8 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 6.65% | — | — | |
| 9 | SCOR1EUR | Comscore INC | Stock-Other | 6.12% | — | — | |
| 10 | BIDU | Baidu INC - Spon Adr | Stock-Comm Services | 5.64% | — | — | |
| 11 | MSTR | Strategy INC | Stock-Tech | 4.37% | — | — | |
| 12 | WDAY | Workday Inc-class A | Stock-Tech | 3.83% | — | — | |
| 13 | ✓ | Yelp INC | Stock-Other | 0.34% | — | — |