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 | 23.41% | -2.42% | -15.86% | |
| 2 | HOOD | Robinhood Markets INC - A | Stock-Financials | 18.88% | -4.39% | +41.53% | |
| 3 | DASH | Doordash INC - A | Stock-Consumer Disc | 13.11% | -0.63% | -29.92% | |
| 4 | APP | Applovin Corp-class A | Stock-Tech | 13.05% | -2.92% | -20.06% | |
| 5 | SHOP | Shopify INC - Class A | Stock-Tech | 8.73% | -0.92% | -6.86% | |
| 6 | DUOL | Duolingo | Stock-Tech | 8.63% | — | +68.22% | |
| 7 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 7.42% | — | +32.55% | |
| 8 | MMYT | MakeMyTrip Limited | Stock-Other | 3.39% | -0.56% | +205.77% | |
| 9 | DDOG | Datadog INC - Class A | Stock-Tech | 2.43% | — | -52.01% | |
| 10 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.95% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CVNA | Carvana Co | — | NEW | New buy |
| 2 | HOOD | Robinhood Markets INC - A | — | NEW | New buy |
| 3 | DASH | Doordash INC - A | — | NEW | New buy |
| 4 | APP | Applovin Corp-class A | — | NEW | New buy |
| 5 | SHOP | Shopify INC - Class A | — | NEW | New buy |
| 6 | DUOL | Duolingo | — | NEW | New buy |
| 7 | SPOT | Spotify Technology S.A. | — | NEW | New buy |
| 8 | MMYT | MakeMyTrip Limited | — | NEW | New buy |
| 9 | DDOG | Datadog INC - Class A | — | NEW | New buy |
| 10 | RDDT | Reddit Inc-cl A | — | NEW | New buy |