CIK: 0001844008
Total reported value
$226.6M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TWLO | Twilio INC - A | Stock-Tech | 14.66% | — | — | |
| 2 | XYZ | Block INC | Stock-Financials | 13.71% | — | — | |
| 3 | PTON | Peloton Interactive Inc-a | Stock-Consumer Disc | 13.24% | — | — | |
| 4 | ZM | Zoom Communications INC | Stock-Tech | 10.44% | — | — | |
| 5 | NOW | Servicenow INC | Stock-Tech | 10.23% | — | — | |
| 6 | SHOP | Shopify INC - Class A | Stock-Tech | 9.54% | -0.92% | — | |
| 7 | SE | Sea Ltd-adr | Stock-Comm Services | 7.63% | — | — | |
| 8 | COUPEUR | Coupa Software INC | Stock-Other | 7.41% | — | — | |
| 9 | CVNA | Carvana Co | Stock-Consumer Disc | 5.04% | -2.42% | — | |
| 10 | TEAM | Atlassian Corporation | Stock-Tech | 4.39% | — | — | |
| 11 | SNOW | Snowflake INC | Stock-Tech | 2.22% | — | — | |
| 12 | DASH | Doordash INC - A | Stock-Consumer Disc | 1.48% | -0.63% | — |