| MSFT |
Microsoft Corporation |
0 |
7.39% |
|
|
|
|
|
N/A |
0.00% |
21.51% |
8.21% |
|---|
| GOOGL |
Alphabet Inc. |
0 |
7.19% |
|
|
|
|
|
N/A |
0.00% |
32.75% |
22.19% |
|---|
| AMD |
Advanced Micro Devices, Inc. |
0 |
6.75% |
|
|
|
|
|
N/A |
0.00% |
60.07% |
37.62% |
|---|
| AMZN |
Amazon.com, Inc. |
0 |
3.98% |
|
|
|
|
|
N/A |
0.00% |
31.92% |
14.74% |
|---|
| DLO |
DLocal Limited |
0 |
3.93% |
|
|
|
|
|
N/A |
0.00% |
78.47% |
41.81% |
|---|
| NVDA |
NVIDIA Corporation |
0 |
3.66% |
|
|
|
|
|
N/A |
0.00% |
50.42% |
20.98% |
|---|
| TOST |
Toast, Inc. |
0 |
3.03% |
|
|
|
|
|
N/A |
0.00% |
57.46% |
37.07% |
|---|
| LC |
LendingClub Corporation |
0 |
2.86% |
|
|
|
|
|
N/A |
0.00% |
48.69% |
7.80% |
|---|
| ETSY |
Etsy, Inc. |
0 |
2.57% |
|
|
|
|
|
N/A |
0.00% |
44.25% |
22.74% |
|---|
| QCOM |
QUALCOMM Incorporated |
0 |
2.45% |
|
|
|
|
|
N/A |
0.00% |
32.19% |
6.39% |
|---|
| MGNI |
Magnite, Inc. |
0 |
2.34% |
|
|
|
|
|
N/A |
0.00% |
73.72% |
36.82% |
|---|
| TSM |
Taiwan Semiconductor Manufacturing Compa... |
0 |
2.26% |
|
|
|
|
|
N/A |
0.00% |
39.09% |
15.12% |
|---|
| TSLA |
Tesla, Inc. |
0 |
2.25% |
|
|
|
|
|
N/A |
0.00% |
56.58% |
12.62% |
|---|
| STER |
STERLING CHECK CORP |
|
2.11% |
|
|
|
|
|
|
|
|
|
|---|
| PRGS |
Progress Software Corporation |
0 |
2.08% |
|
|
|
|
|
N/A |
0.00% |
40.63% |
66.57% |
|---|
| CRM |
Salesforce, Inc. |
0 |
2.01% |
|
|
|
|
|
N/A |
0.00% |
41.22% |
46.46% |
|---|
| RELY |
Remitly Global, Inc. |
0 |
1.75% |
|
|
|
|
|
N/A |
0.00% |
79.12% |
69.89% |
|---|
| SHOP |
Shopify Inc. |
0 |
1.68% |
|
|
|
|
|
N/A |
0.00% |
60.10% |
35.74% |
|---|
| TYL |
Tyler Technologies, Inc. |
0 |
1.65% |
|
|
|
|
|
N/A |
0.00% |
24.08% |
13.27% |
|---|
| DOCU |
DocuSign, Inc. |
0 |
1.59% |
|
|
|
|
|
N/A |
0.00% |
39.32% |
48.08% |
|---|
| PCTY |
Paylocity Holding Corporation |
0 |
1.54% |
|
|
|
|
|
N/A |
0.00% |
43.66% |
47.83% |
|---|
| SQ |
BLOCK INC |
|
1.53% |
|
|
|
|
|
|
|
|
|
|---|
| ADBE |
Adobe Inc. |
0 |
1.52% |
|
|
|
|
|
N/A |
0.00% |
28.84% |
20.81% |
|---|
| PUBM |
PubMatic, Inc. |
0 |
1.45% |
|
|
|
|
|
N/A |
0.00% |
82.18% |
41.50% |
|---|
| ADI |
Analog Devices, Inc. |
0 |
1.42% |
|
|
|
|
|
N/A |
0.00% |
36.34% |
22.83% |
|---|
| ZM |
Zoom Video Communications, Inc. |
0 |
1.37% |
|
|
|
|
|
N/A |
0.00% |
38.27% |
35.11% |
|---|
| MELI |
MercadoLibre, Inc. |
0 |
1.36% |
|
|
|
|
|
N/A |
0.00% |
47.35% |
47.98% |
|---|
| ROKU |
Roku, Inc. |
0 |
1.28% |
|
|
|
|
|
N/A |
0.00% |
44.48% |
9.84% |
|---|
| SI |
SILVERGATE CAP CORP |
|
1.20% |
|
|
|
|
|
|
|
|
|
|---|
| TTD |
The Trade Desk, Inc. |
0 |
1.17% |
|
|
|
|
|
N/A |
0.00% |
70.62% |
50.73% |
|---|
| DOCS |
Doximity, Inc. |
0 |
1.09% |
|
|
|
|
|
N/A |
0.00% |
78.54% |
61.64% |
|---|
| TWLO |
Twilio Inc. |
0 |
1.09% |
|
|
|
|
|
N/A |
0.00% |
66.89% |
59.57% |
|---|
| NFLX |
Netflix, Inc. |
0 |
1.04% |
|
|
|
|
|
N/A |
0.00% |
28.07% |
9.93% |
|---|
| PATH |
UiPath Inc. |
0 |
0.96% |
|
|
|
|
|
N/A |
0.00% |
44.25% |
26.36% |
|---|
| CRCT |
Cricut, Inc. |
0 |
0.93% |
|
|
|
|
|
N/A |
0.00% |
142.89% |
22.19% |
|---|
| MU |
Micron Technology, Inc. |
0 |
0.91% |
|
|
|
|
|
N/A |
0.00% |
48.02% |
20.17% |
|---|
| LAW |
CS Disco, Inc. |
0 |
0.89% |
|
|
|
|
|
N/A |
0.00% |
123.45% |
43.29% |
|---|
| PINS |
Pinterest, Inc. |
0 |
0.87% |
|
|
|
|
|
N/A |
0.00% |
57.61% |
38.01% |
|---|
| UPST |
Upstart Holdings, Inc. |
0 |
0.84% |
|
|
|
|
|
N/A |
0.00% |
106.21% |
56.69% |
|---|
| OLO |
Olo Inc. |
0 |
0.82% |
|
|
|
|
|
N/A |
0.00% |
658.99% |
3.21% |
|---|
| PYPL |
PayPal Holdings, Inc. |
0 |
0.80% |
|
|
|
|
|
N/A |
0.00% |
32.11% |
10.13% |
|---|
| VEEV |
Veeva Systems Inc. |
0 |
0.76% |
|
|
|
|
|
N/A |
0.00% |
34.91% |
46.09% |
|---|
| SPOT |
Spotify Technology S.A. |
0 |
0.72% |
|
|
|
|
|
N/A |
0.00% |
40.18% |
16.95% |
|---|
| SE |
Sea Limited |
0 |
0.71% |
|
|
|
|
|
N/A |
0.00% |
61.23% |
53.72% |
|---|
| SOFI |
SoFi Technologies, Inc. |
0 |
0.71% |
|
|
|
|
|
N/A |
0.00% |
59.73% |
11.61% |
|---|
| DOCN |
DigitalOcean Holdings, Inc. |
0 |
0.69% |
|
|
|
|
|
N/A |
0.00% |
84.87% |
81.51% |
|---|
| NU |
Nu Holdings Ltd. |
0 |
0.67% |
|
|
|
|
|
N/A |
0.00% |
48.16% |
29.81% |
|---|
| COIN |
Coinbase Global, Inc. |
0 |
0.65% |
|
|
|
|
|
N/A |
0.00% |
65.00% |
23.95% |
|---|
| HUBS |
HubSpot, Inc. |
0 |
0.65% |
|
|
|
|
|
N/A |
0.00% |
57.25% |
63.22% |
|---|
| KNBE |
KNOWBE4 INC |
|
0.62% |
|
|
|
|
|
|
|
|
|
|---|
| ADSK |
Autodesk, Inc. |
0 |
0.57% |
|
|
|
|
|
N/A |
0.00% |
33.28% |
31.13% |
|---|
| AFRM |
Affirm Holdings, Inc. |
0 |
0.54% |
|
|
|
|
|
N/A |
0.00% |
82.00% |
36.85% |
|---|
| BILL |
Bill.com Holdings, Inc. |
0 |
0.52% |
|
|
|
|
|
N/A |
0.00% |
64.41% |
38.63% |
|---|
| APP |
AppLovin Corporation |
0 |
0.49% |
|
|
|
|
|
N/A |
0.00% |
84.91% |
43.23% |
|---|
| DDOG |
Datadog, Inc. |
0 |
0.46% |
|
|
|
|
|
N/A |
0.00% |
48.47% |
28.95% |
|---|
| Cash&Other |
Cash & Other |
|
0.44% |
|
|
|
|
|
|
|
|
|
|---|
| NOW |
ServiceNow, Inc. |
0 |
0.40% |
|
|
|
|
|
N/A |
0.00% |
32.06% |
17.35% |
|---|
| APPS |
Digital Turbine, Inc. |
0 |
0.33% |
|
|
|
|
|
N/A |
0.00% |
134.16% |
32.40% |
|---|
| PLTR |
Palantir Technologies Inc. |
0 |
0.33% |
|
|
|
|
|
N/A |
0.00% |
73.55% |
41.46% |
|---|
| Z |
Zillow Group, Inc. |
0 |
0.32% |
|
|
|
|
|
N/A |
0.00% |
49.60% |
34.83% |
|---|
| TDOC |
Teladoc Health, Inc. |
0 |
0.29% |
|
|
|
|
|
N/A |
0.00% |
66.01% |
33.76% |
|---|
| U |
Unity Software Inc. |
0 |
0.29% |
|
|
|
|
|
N/A |
0.00% |
84.27% |
40.98% |
|---|
| FIVN |
Five9, Inc. |
0 |
0.27% |
|
|
|
|
|
N/A |
0.00% |
58.15% |
27.69% |
|---|
| RDFN |
REDFIN CORP |
|
0.26% |
|
|
|
|
|
|
|
|
|
|---|
| OKTA |
Okta, Inc. |
0 |
0.24% |
|
|
|
|
|
N/A |
0.00% |
61.83% |
64.88% |
|---|
| FSLY |
Fastly, Inc. |
0 |
0.23% |
|
|
|
|
|
N/A |
0.00% |
78.87% |
63.84% |
|---|
| NET |
Cloudflare, Inc. |
0 |
0.23% |
|
|
|
|
|
N/A |
0.00% |
48.35% |
21.12% |
|---|