CIK: 0001755784
Total reported value
$128.7M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CRM | Salesforce INC | Stock-Tech | 17.25% | -0.90% | +30.43% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 16.62% | -1.62% | -9.28% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 16.07% | +1.15% | -6.82% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 9.83% | +1.80% | -2.40% | |
| 5 | DASH | Doordash INC - A | Stock-Consumer Disc | 8.73% | -1.03% | -12.21% | |
| 6 | AMZN | Amazon.com INC | Stock-Consumer Disc | 7.62% | -3.06% | -3.09% | |
| 7 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 7.06% | — | +19.74% | |
| 8 | MNDY | monday.com Ltd. | Stock-Tech | 6.31% | -2.36% | — | |
| 9 | HUBS | Hubspot INC | Stock-Tech | 4.12% | — | -27.14% | |
| 10 | MELI | Mercadolibre INC | Stock-Consumer Disc | 2.76% | +0.42% | -18.70% | |
| 11 | OKTA | Okta INC | Stock-Tech | 2.49% | — | -15.52% | |
| 12 | SHOP | Shopify INC - Class A | Stock-Tech | 1.12% | — | — |