CIK: 0001755784
Total reported value
$128.7M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 21.97% | +1.80% | -17.14% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 17.05% | +1.15% | -26.12% | |
| 3 | MNDY | monday.com Ltd. | Stock-Tech | 12.65% | -2.36% | -16.42% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 11.59% | -1.62% | -16.48% | |
| 5 | CRM | Salesforce INC | Stock-Tech | 9.19% | -0.90% | -32.73% | |
| 6 | WDAY | Workday Inc-class A | Stock-Tech | 8.05% | -2.32% | -16.42% | |
| 7 | DASH | Doordash INC - A | Stock-Consumer Disc | 6.59% | -1.03% | -16.20% | |
| 8 | AMZN | Amazon.com INC | Stock-Consumer Disc | 4.64% | -3.06% | -19.57% | |
| 9 | MELI | Mercadolibre INC | Stock-Consumer Disc | 3.89% | +0.42% | -16.66% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 2.51% | +0.15% | -16.42% | |
| 11 | ✓ | Enfusion INC - Class A | Stock-Other | 1.86% | — | — |