CIK: 0001807902
Total reported value
$581.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 32.49% | +12.86% | -37.96% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 16.27% | +1.16% | +83.23% | |
| 3 | SNOW | Snowflake INC | Stock-Tech | 9.87% | — | +7.19% | |
| 4 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 9.28% | +2.96% | — | |
| 5 | AMZN | Amazon.com INC | Stock-Consumer Disc | 8.65% | -13.97% | EXIT | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 8.61% | -6.79% | EXIT | |
| 7 | NOW | Servicenow INC | Stock-Tech | 7.96% | — | +14.05% | |
| 8 | LRCX | Lam Research CORP | Stock-Tech | 6.86% | +5.86% | — |