CIK: 0001755784
Total reported value
$128.7M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 23.07% | +1.80% | -7.32% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 18.13% | +1.15% | -6.99% | |
| 3 | MNDY | monday.com Ltd. | Stock-Tech | 14.14% | -2.36% | -0.08% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 8.80% | -1.62% | -16.09% | |
| 5 | DASH | Doordash INC - A | Stock-Consumer Disc | 8.45% | -1.03% | -6.18% | |
| 6 | WDAY | Workday Inc-class A | Stock-Tech | 7.18% | -2.32% | — | |
| 7 | CRM | Salesforce INC | Stock-Tech | 5.50% | -0.90% | -11.99% | |
| 8 | AMZN | Amazon.com INC | Stock-Consumer Disc | 5.04% | -3.06% | — | |
| 9 | MELI | Mercadolibre INC | Stock-Consumer Disc | 4.68% | +0.42% | — | |
| 10 | PRM | Perimeter Solutions INC | Stock-Other | 3.03% | -0.36% | +52.99% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 1.83% | +0.15% | -30.90% | |
| 12 | TDG | Transdigm Group INC | Stock-Industrials | 0.14% | +0.07% | — |