CIK: 0001755784
Total reported value
$128.7M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 19.50% | -1.62% | -1.15% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 16.66% | +1.80% | +29.09% | |
| 3 | CRM | Salesforce INC | Stock-Tech | 15.69% | -0.90% | -3.06% | |
| 4 | AMZN | Amazon.com INC | Stock-Consumer Disc | 10.72% | -3.06% | +18.04% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 10.36% | +1.15% | -16.48% | |
| 6 | DASH | Doordash INC - A | Stock-Consumer Disc | 6.89% | -1.03% | +10.23% | |
| 7 | MNDY | monday.com Ltd. | Stock-Tech | 6.66% | -2.36% | +52.80% | |
| 8 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 5.19% | — | -16.80% | |
| 9 | HUBS | Hubspot INC | Stock-Tech | 4.83% | — | +288.10% | |
| 10 | SHOP | Shopify INC - Class A | Stock-Tech | 3.50% | — | +419.75% |