CIK: 0001755784
Total reported value
$128.7M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 22.03% | +1.80% | -1.85% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 16.20% | +1.15% | -10.95% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 12.97% | -1.62% | -5.99% | |
| 4 | MNDY | monday.com Ltd. | Stock-Tech | 12.17% | -2.36% | +8.82% | |
| 5 | WDAY | Workday Inc-class A | Stock-Tech | 8.06% | -2.32% | -9.12% | |
| 6 | CRM | Salesforce INC | Stock-Tech | 8.00% | -0.90% | -31.68% | |
| 7 | DASH | Doordash INC - A | Stock-Consumer Disc | 7.27% | -1.03% | -10.07% | |
| 8 | AMZN | Amazon.com INC | Stock-Consumer Disc | 5.29% | -3.06% | -7.22% | |
| 9 | MELI | Mercadolibre INC | Stock-Consumer Disc | 3.18% | +0.42% | -5.58% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 3.00% | +0.15% | -0.12% | |
| 11 | ✓ | Enfusion INC - Class A | Stock-Other | 1.73% | — | -18.07% | |
| 12 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.10% | — | — |