CIK: 0001755784
Total reported value
$128.7M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 20.12% | +1.80% | -17.84% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 14.10% | +1.15% | -17.77% | |
| 3 | CRM | Salesforce INC | Stock-Tech | 13.38% | -0.90% | -38.36% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 11.71% | -1.62% | -17.18% | |
| 5 | HUBS | Hubspot INC | Stock-Tech | 9.15% | — | -17.78% | |
| 6 | MNDY | monday.com Ltd. | Stock-Tech | 8.38% | -2.36% | -9.89% | |
| 7 | WDAY | Workday Inc-class A | Stock-Tech | 6.93% | -2.32% | -17.72% | |
| 8 | DASH | Doordash INC - A | Stock-Consumer Disc | 5.98% | -1.03% | -9.87% | |
| 9 | AMZN | Amazon.com INC | Stock-Consumer Disc | 5.14% | -3.06% | -9.96% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 2.34% | +0.15% | -9.94% | |
| 11 | MELI | Mercadolibre INC | Stock-Consumer Disc | 1.40% | +0.42% | -16.39% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.26% | — | -16.49% | |
| 13 | EPAM | Epam Systems INC | Stock-Tech | 0.09% | — | — |