CIK: 0001755784
Total reported value
$128.7M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 20.28% | +1.80% | -13.87% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 17.82% | +1.15% | -11.84% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 13.17% | -1.62% | -0.38% | |
| 4 | CRM | Salesforce INC | Stock-Tech | 9.65% | -0.90% | -39.65% | |
| 5 | MNDY | monday.com Ltd. | Stock-Tech | 9.06% | -2.36% | -13.90% | |
| 6 | WDAY | Workday Inc-class A | Stock-Tech | 6.67% | -2.32% | -6.78% | |
| 7 | HUBS | Hubspot INC | Stock-Tech | 6.53% | — | -36.68% | |
| 8 | DASH | Doordash INC - A | Stock-Consumer Disc | 5.38% | -1.03% | -38.21% | |
| 9 | AMZN | Amazon.com INC | Stock-Consumer Disc | 4.06% | -3.06% | -36.28% | |
| 10 | MELI | Mercadolibre INC | Stock-Consumer Disc | 2.25% | +0.42% | +59.57% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 2.21% | +0.15% | -15.29% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.73% | — | — | |
| 13 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 1.18% | — | — |