CIK: 0001844008
Total reported value
$226.6M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FRSH | Freshworks Inc-cl A | Stock-Other | 20.71% | — | — | |
| 2 | SE | Sea Ltd-adr | Stock-Comm Services | 13.01% | — | — | |
| 3 | SHOP | Shopify INC - Class A | Stock-Tech | 11.56% | -0.92% | — | |
| 4 | XYZ | Block INC | Stock-Financials | 9.42% | — | — | |
| 5 | TWLO | Twilio INC - A | Stock-Tech | 8.46% | — | — | |
| 6 | W | Wayfair Inc- Class A | Stock-Consumer Disc | 7.55% | — | +6.79% | |
| 7 | CVNA | Carvana Co | Stock-Consumer Disc | 6.83% | -2.42% | — | |
| 8 | PTON | Peloton Interactive Inc-a | Stock-Consumer Disc | 4.54% | — | — | |
| 9 | ZM | Zoom Communications INC | Stock-Tech | 4.51% | — | — | |
| 10 | SNOW | Snowflake INC | Stock-Tech | 4.06% | — | — | |
| 11 | COIN | Coinbase Global INC -class A | Stock-Financials | 3.01% | — | — | |
| 12 | TEAM | Atlassian Corporation | Stock-Tech | 2.94% | — | — | |
| 13 | COUPEUR | Coupa Software INC | Stock-Other | 1.83% | — | — | |
| 14 | ✓ | Tio Tech A | Stock-Other | 1.59% | — | — |