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 | 15.40% | — | — | |
| 2 | SHOP | Shopify INC - Class A | Stock-Tech | 10.04% | -0.92% | — | |
| 3 | SE | Sea Ltd-adr | Stock-Comm Services | 9.73% | — | +14.26% | |
| 4 | XYZ | Block INC | Stock-Financials | 9.28% | — | — | |
| 5 | TWLO | Twilio INC - A | Stock-Tech | 9.06% | — | — | |
| 6 | SNOW | Snowflake INC | Stock-Tech | 6.79% | — | +7.32% | |
| 7 | DDOG | Datadog INC - Class A | Stock-Tech | 6.28% | — | +11.00% | |
| 8 | W | Wayfair Inc- Class A | Stock-Consumer Disc | 5.70% | — | — | |
| 9 | CVNA | Carvana Co | Stock-Consumer Disc | 5.65% | -2.42% | +15.95% | |
| 10 | COIN | Coinbase Global INC -class A | Stock-Financials | 5.32% | — | — | |
| 11 | TEAM | Atlassian Corporation | Stock-Tech | 3.84% | — | — | |
| 12 | CRWD | Crowdstrike Holdings INC - A | Stock-Tech | 3.59% | — | -25.42% | |
| 13 | ZM | Zoom Communications INC | Stock-Tech | 3.52% | — | — | |
| 14 | DASH | Doordash INC - A | Stock-Consumer Disc | 3.01% | -0.63% | — | |
| 15 | ✓ | Tio Tech A | Stock-Other | 2.79% | — | — |