CIK: 0001755784
Total reported value
$128.7M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 19.49% | +1.80% | -4.91% | |
| 2 | CRM | Salesforce INC | Stock-Tech | 16.07% | -0.90% | -3.71% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 12.21% | +1.15% | -4.89% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 10.63% | -1.62% | -48.30% | |
| 5 | HUBS | Hubspot INC | Stock-Tech | 8.96% | — | -1.67% | |
| 6 | MNDY | monday.com Ltd. | Stock-Tech | 8.16% | -2.36% | -4.94% | |
| 7 | AMZN | Amazon.com INC | Stock-Consumer Disc | 6.75% | -3.06% | -51.61% | |
| 8 | WDAY | Workday Inc-class A | Stock-Tech | 6.06% | -2.32% | — | |
| 9 | DASH | Doordash INC - A | Stock-Consumer Disc | 4.93% | -1.03% | -4.85% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 2.27% | +0.15% | — | |
| 11 | BN | Brookfield CORP | Stock-Financials | 2.21% | — | — | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.22% | — | — | |
| 13 | MELI | Mercadolibre INC | Stock-Consumer Disc | 1.05% | +0.42% | — |