CIK: 0001592413
Total reported value
$1.2B
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SHOP | Shopify INC - Class A | Stock-Tech | 18.29% | -3.42% | -24.59% | |
| 2 | TEAM | Atlassian Corp-cl A | Stock-Tech | 16.18% | — | +8.52% | |
| 3 | DDOG | Datadog INC - Class A | Stock-Tech | 15.14% | -0.21% | +12.47% | |
| 4 | AMZN | Amazon.com INC | Stock-Consumer Disc | 13.87% | +0.10% | -11.61% | |
| 5 | NET | Cloudflare INC - Class A | Stock-Tech | 13.33% | +4.06% | -9.92% | |
| 6 | CRWD | Crowdstrike Holdings INC - A | Stock-Tech | 10.69% | -0.24% | +6.78% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 7.34% | -0.22% | -1.63% | |
| 8 | AXON | Axon Enterprise INC | Stock-Industrials | 5.16% | -2.38% | — |