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 | 20.00% | — | — | |
| 2 | DDOG | Datadog INC - Class A | Stock-Tech | 10.70% | — | +53.01% | |
| 3 | SE | Sea Ltd-adr | Stock-Comm Services | 10.20% | — | +6.19% | |
| 4 | SHOP | Shopify INC - Class A | Stock-Tech | 9.73% | -0.92% | +1084.94% | |
| 5 | SNOW | Snowflake INC | Stock-Tech | 9.41% | — | +29.09% | |
| 6 | XYZ | Block INC | Stock-Financials | 9.08% | — | +22.05% | |
| 7 | TWLO | Twilio INC - A | Stock-Tech | 8.15% | — | — | |
| 8 | ✓ | Tio Tech A | Stock-Other | 4.89% | — | — | |
| 9 | CRWD | Crowdstrike Holdings INC - A | Stock-Tech | 4.71% | — | — | |
| 10 | TEAM | Atlassian Corporation | Stock-Tech | 4.34% | — | — | |
| 11 | W | Wayfair Inc- Class A | Stock-Consumer Disc | 3.97% | — | — | |
| 12 | DASH | Doordash INC - A | Stock-Consumer Disc | 2.92% | -0.63% | — | |
| 13 | CVNA | Carvana Co | Stock-Consumer Disc | 1.89% | -2.42% | — |