CIK: 0001844008
Total reported value
$226.6M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CVNA | Carvana Co | Stock-Consumer Disc | 32.84% | -2.42% | -26.65% | |
| 2 | DASH | Doordash INC - A | Stock-Consumer Disc | 23.26% | -0.63% | -15.09% | |
| 3 | APP | Applovin Corp-class A | Stock-Tech | 15.56% | -2.92% | +18.68% | |
| 4 | SHOP | Shopify INC - Class A | Stock-Tech | 13.38% | -0.92% | +6.19% | |
| 5 | DDOG | Datadog INC - Class A | Stock-Tech | 11.27% | — | +9.24% | |
| 6 | XYZ | Block INC | Stock-Financials | 3.69% | — | -38.34% |