CIK: 0001755784
Total reported value
$128.7M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 22.41% | +1.80% | -16.08% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 16.54% | +1.15% | -27.96% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 12.39% | -1.62% | -37.13% | |
| 4 | MNDY | monday.com Ltd. | Stock-Tech | 10.68% | -2.36% | -10.90% | |
| 5 | CRM | Salesforce INC | Stock-Tech | 10.44% | -0.90% | +2.15% | |
| 6 | WDAY | Workday Inc-class A | Stock-Tech | 7.17% | -2.32% | +5.68% | |
| 7 | DASH | Doordash INC - A | Stock-Consumer Disc | 4.88% | -1.03% | -7.45% | |
| 8 | AMZN | Amazon.com INC | Stock-Consumer Disc | 4.87% | -3.06% | -9.84% | |
| 9 | HUBS | Hubspot INC | Stock-Tech | 3.43% | — | -55.12% | |
| 10 | MELI | Mercadolibre INC | Stock-Consumer Disc | 3.04% | +0.42% | +0.23% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 2.33% | +0.15% | -9.91% | |
| 12 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 1.69% | — | — | |
| 13 | PANW | Palo Alto Networks INC | Stock-Tech | 0.14% | — | — |