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 | 20.65% | -1.62% | -0.24% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 19.69% | +1.80% | -12.92% | |
| 3 | CRM | Salesforce INC | Stock-Tech | 14.10% | -0.90% | -24.75% | |
| 4 | AMZN | Amazon.com INC | Stock-Consumer Disc | 12.25% | -3.06% | +19.08% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 10.68% | +1.15% | — | |
| 6 | MNDY | monday.com Ltd. | Stock-Tech | 8.51% | -2.36% | -6.47% | |
| 7 | HUBS | Hubspot INC | Stock-Tech | 6.76% | — | +11.54% | |
| 8 | DASH | Doordash INC - A | Stock-Consumer Disc | 4.52% | -1.03% | — | |
| 9 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 2.84% | — | — |