| MSFT |
Microsoft Corporation |
0 |
7.39% |
|
|
|
|
|
N/A |
0.00% |
19.51% |
3.26% |
|---|
| GOOGL |
Alphabet Inc. |
0 |
7.19% |
|
|
|
|
|
N/A |
0.00% |
30.83% |
19.70% |
|---|
| AMD |
Advanced Micro Devices, Inc. |
0 |
6.75% |
|
|
|
|
|
N/A |
0.00% |
44.54% |
11.75% |
|---|
| AMZN |
Amazon.com, Inc. |
0 |
3.98% |
|
|
|
|
|
N/A |
0.00% |
30.25% |
14.34% |
|---|
| DLO |
DLocal Limited |
0 |
3.93% |
|
|
|
|
|
N/A |
0.00% |
54.22% |
7.00% |
|---|
| NVDA |
NVIDIA Corporation |
0 |
3.66% |
|
|
|
|
|
N/A |
0.00% |
39.67% |
3.99% |
|---|
| TOST |
Toast, Inc. |
0 |
3.03% |
|
|
|
|
|
N/A |
0.00% |
41.46% |
6.95% |
|---|
| LC |
LendingClub Corporation |
0 |
2.86% |
|
|
|
|
|
N/A |
0.00% |
74.66% |
12.46% |
|---|
| ETSY |
Etsy, Inc. |
0 |
2.57% |
|
|
|
|
|
N/A |
0.00% |
36.10% |
7.05% |
|---|
| QCOM |
QUALCOMM Incorporated |
0 |
2.45% |
|
|
|
|
|
N/A |
0.00% |
31.81% |
7.89% |
|---|
| MGNI |
Magnite, Inc. |
0 |
2.34% |
|
|
|
|
|
N/A |
0.00% |
66.14% |
18.43% |
|---|
| TSM |
Taiwan Semiconductor Manufacturing Compa... |
0 |
2.26% |
|
|
|
|
|
N/A |
0.00% |
35.89% |
3.72% |
|---|
| TSLA |
Tesla, Inc. |
0 |
2.25% |
|
|
|
|
|
N/A |
0.00% |
68.55% |
25.84% |
|---|
| STER |
STERLING CHECK CORP |
|
2.11% |
|
|
|
|
|
|
|
|
|
|---|
| PRGS |
Progress Software Corporation |
0 |
2.08% |
|
|
|
|
|
N/A |
0.00% |
27.74% |
56.20% |
|---|
| CRM |
Salesforce, Inc. |
0 |
2.01% |
|
|
|
|
|
N/A |
0.00% |
26.83% |
7.78% |
|---|
| RELY |
Remitly Global, Inc. |
0 |
1.75% |
|
|
|
|
|
N/A |
0.00% |
58.54% |
25.54% |
|---|
| SHOP |
Shopify Inc. |
0 |
1.68% |
|
|
|
|
|
N/A |
0.00% |
44.91% |
16.88% |
|---|
| TYL |
Tyler Technologies, Inc. |
0 |
1.65% |
|
|
|
|
|
N/A |
0.00% |
33.27% |
15.00% |
|---|
| DOCU |
DocuSign, Inc. |
0 |
1.59% |
|
|
|
|
|
N/A |
0.00% |
52.65% |
60.87% |
|---|
| PCTY |
Paylocity Holding Corporation |
0 |
1.54% |
|
|
|
|
|
N/A |
0.00% |
45.30% |
21.84% |
|---|
| SQ |
BLOCK INC |
|
1.53% |
|
|
|
|
|
|
|
|
|
|---|
| ADBE |
Adobe Inc. |
0 |
1.52% |
|
|
|
|
|
N/A |
0.00% |
43.61% |
75.68% |
|---|
| PUBM |
PubMatic, Inc. |
0 |
1.45% |
|
|
|
|
|
N/A |
0.00% |
68.81% |
22.77% |
|---|
| ADI |
Analog Devices, Inc. |
0 |
1.42% |
|
|
|
|
|
N/A |
0.00% |
30.92% |
17.10% |
|---|
| ZM |
Zoom Video Communications, Inc. |
0 |
1.37% |
|
|
|
|
|
N/A |
0.00% |
24.06% |
6.15% |
|---|
| MELI |
MercadoLibre, Inc. |
0 |
1.36% |
|
|
|
|
|
N/A |
0.00% |
29.66% |
8.96% |
|---|
| ROKU |
Roku, Inc. |
0 |
1.28% |
|
|
|
|
|
N/A |
0.00% |
50.92% |
17.60% |
|---|
| SI |
SILVERGATE CAP CORP |
|
1.20% |
|
|
|
|
|
|
|
|
|
|---|
| TTD |
The Trade Desk, Inc. |
0 |
1.17% |
|
|
|
|
|
N/A |
0.00% |
50.84% |
20.67% |
|---|
| DOCS |
Doximity, Inc. |
0 |
1.09% |
|
|
|
|
|
N/A |
0.00% |
80.36% |
19.91% |
|---|
| TWLO |
Twilio Inc. |
0 |
1.09% |
|
|
|
|
|
N/A |
0.00% |
37.27% |
12.62% |
|---|
| NFLX |
Netflix, Inc. |
0 |
1.04% |
|
|
|
|
|
N/A |
0.00% |
27.18% |
9.28% |
|---|
| PATH |
UiPath Inc. |
0 |
0.96% |
|
|
|
|
|
N/A |
0.00% |
43.92% |
10.56% |
|---|
| CRCT |
Cricut, Inc. |
0 |
0.93% |
|
|
|
|
|
N/A |
0.00% |
245.42% |
20.15% |
|---|
| MU |
Micron Technology, Inc. |
0 |
0.91% |
|
|
|
|
|
N/A |
0.00% |
61.71% |
42.66% |
|---|
| LAW |
CS Disco, Inc. |
0 |
0.89% |
|
|
|
|
|
N/A |
0.00% |
128.60% |
35.54% |
|---|
| PINS |
Pinterest, Inc. |
0 |
0.87% |
|
|
|
|
|
N/A |
0.00% |
40.36% |
14.25% |
|---|
| UPST |
Upstart Holdings, Inc. |
0 |
0.84% |
|
|
|
|
|
N/A |
0.00% |
66.33% |
0.95% |
|---|
| OLO |
Olo Inc. |
0 |
0.82% |
|
|
|
|
|
N/A |
0.00% |
112.17% |
7.69% |
|---|
| PYPL |
PayPal Holdings, Inc. |
0 |
0.80% |
|
|
|
|
|
N/A |
0.00% |
30.78% |
10.27% |
|---|
| VEEV |
Veeva Systems Inc. |
0 |
0.76% |
|
|
|
|
|
N/A |
0.00% |
34.84% |
27.28% |
|---|
| SPOT |
Spotify Technology S.A. |
0 |
0.72% |
|
|
|
|
|
N/A |
0.00% |
39.77% |
18.75% |
|---|
| SE |
Sea Limited |
0 |
0.71% |
|
|
|
|
|
N/A |
0.00% |
36.37% |
4.96% |
|---|
| SOFI |
SoFi Technologies, Inc. |
0 |
0.71% |
|
|
|
|
|
N/A |
0.00% |
52.85% |
10.49% |
|---|
| DOCN |
DigitalOcean Holdings, Inc. |
0 |
0.69% |
|
|
|
|
|
N/A |
0.00% |
58.46% |
30.29% |
|---|
| NU |
Nu Holdings Ltd. |
0 |
0.67% |
|
|
|
|
|
N/A |
0.00% |
37.54% |
8.53% |
|---|
| COIN |
Coinbase Global, Inc. |
0 |
0.65% |
|
|
|
|
|
N/A |
0.00% |
54.55% |
-0.91% |
|---|
| HUBS |
HubSpot, Inc. |
0 |
0.65% |
|
|
|
|
|
N/A |
0.00% |
48.49% |
21.10% |
|---|
| KNBE |
KNOWBE4 INC |
|
0.62% |
|
|
|
|
|
|
|
|
|
|---|
| ADSK |
Autodesk, Inc. |
0 |
0.57% |
|
|
|
|
|
N/A |
0.00% |
25.30% |
4.28% |
|---|
| AFRM |
Affirm Holdings, Inc. |
0 |
0.54% |
|
|
|
|
|
N/A |
0.00% |
62.30% |
15.25% |
|---|
| BILL |
Bill.com Holdings, Inc. |
0 |
0.52% |
|
|
|
|
|
N/A |
0.00% |
49.01% |
22.25% |
|---|
| APP |
AppLovin Corporation |
0 |
0.49% |
|
|
|
|
|
N/A |
0.00% |
69.22% |
28.42% |
|---|
| DDOG |
Datadog, Inc. |
0 |
0.46% |
|
|
|
|
|
N/A |
0.00% |
39.24% |
13.28% |
|---|
| Cash&Other |
Cash & Other |
|
0.44% |
|
|
|
|
|
|
|
|
|
|---|
| NOW |
ServiceNow, Inc. |
0 |
0.40% |
|
|
|
|
|
N/A |
0.00% |
31.36% |
14.52% |
|---|
| APPS |
Digital Turbine, Inc. |
0 |
0.33% |
|
|
|
|
|
N/A |
0.00% |
135.55% |
42.41% |
|---|
| PLTR |
Palantir Technologies Inc. |
0 |
0.33% |
|
|
|
|
|
N/A |
0.00% |
59.52% |
25.28% |
|---|
| Z |
Zillow Group, Inc. |
0 |
0.32% |
|
|
|
|
|
N/A |
0.00% |
34.95% |
5.28% |
|---|
| TDOC |
Teladoc Health, Inc. |
0 |
0.29% |
|
|
|
|
|
N/A |
0.00% |
64.82% |
36.33% |
|---|
| U |
Unity Software Inc. |
0 |
0.29% |
|
|
|
|
|
N/A |
0.00% |
79.35% |
38.65% |
|---|
| FIVN |
Five9, Inc. |
0 |
0.27% |
|
|
|
|
|
N/A |
0.00% |
77.99% |
31.37% |
|---|
| RDFN |
Redfin Corporation |
0 |
0.26% |
|
|
|
|
|
N/A |
0.00% |
86.68% |
17.06% |
|---|
| OKTA |
Okta, Inc. |
0 |
0.24% |
|
|
|
|
|
N/A |
0.00% |
32.95% |
10.78% |
|---|
| FSLY |
Fastly, Inc. |
0 |
0.23% |
|
|
|
|
|
N/A |
0.00% |
54.21% |
3.01% |
|---|
| NET |
Cloudflare, Inc. |
0 |
0.23% |
|
|
|
|
|
N/A |
0.00% |
38.30% |
7.45% |
|---|