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 | 19.20% | -1.62% | -3.78% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 18.70% | +1.80% | -3.85% | |
| 3 | CRM | Salesforce INC | Stock-Tech | 17.01% | -0.90% | -2.60% | |
| 4 | AMZN | Amazon.com INC | Stock-Consumer Disc | 11.90% | -3.06% | -3.85% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 10.22% | +1.15% | -33.92% | |
| 6 | HUBS | Hubspot INC | Stock-Tech | 7.91% | — | -3.86% | |
| 7 | MNDY | monday.com Ltd. | Stock-Tech | 7.71% | -2.36% | -5.78% | |
| 8 | DASH | Doordash INC - A | Stock-Consumer Disc | 4.65% | -1.03% | -3.83% | |
| 9 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 2.71% | — | — |