| MSFT |
Microsoft Corporation |
3.25T |
7.39% |
|
|
|
|
|
436.60 |
-0.10% |
21.55% |
16.24% |
|---|
| GOOGL |
Alphabet Inc. |
2.35T |
7.19% |
|
|
|
|
|
191.41 |
1.54% |
31.29% |
32.95% |
|---|
| AMD |
Advanced Micro Devices, Inc. |
193.46B |
6.75% |
|
|
|
|
|
119.21 |
0.28% |
48.85% |
38.80% |
|---|
| AMZN |
Amazon.com, Inc. |
2.37T |
3.98% |
|
|
|
|
|
224.92 |
0.73% |
29.44% |
23.46% |
|---|
| DLO |
DLocal Limited |
3.27B |
3.93% |
|
|
|
|
|
11.49 |
0.88% |
56.20% |
20.51% |
|---|
| NVDA |
NVIDIA Corporation |
3.30T |
3.66% |
|
|
|
|
|
134.70 |
3.08% |
51.38% |
29.72% |
|---|
| TOST |
Toast, Inc. |
21.35B |
3.03% |
|
|
|
|
|
37.58 |
4.59% |
43.93% |
22.70% |
|---|
| LC |
LendingClub Corporation |
1.85B |
2.86% |
|
|
|
|
|
16.46 |
0.98% |
53.43% |
30.06% |
|---|
| ETSY |
Etsy, Inc. |
6.39B |
2.57% |
|
|
|
|
|
56.81 |
-0.58% |
45.13% |
24.74% |
|---|
| QCOM |
QUALCOMM Incorporated |
169.86B |
2.45% |
|
|
|
|
|
152.89 |
1.66% |
37.26% |
40.74% |
|---|
| MGNI |
Magnite, Inc. |
2.30B |
2.34% |
|
|
|
|
|
16.34 |
3.94% |
50.00% |
5.68% |
|---|
| TSM |
Taiwan Semiconductor Manufacturing Compa... |
1.02T |
2.26% |
|
|
|
|
|
197.21 |
1.32% |
36.55% |
54.80% |
|---|
| TSLA |
Tesla, Inc. |
1.35T |
2.25% |
|
|
|
|
|
421.06 |
-3.46% |
80.38% |
105.60% |
|---|
| STER |
STERLING CHECK CORP |
|
2.11% |
|
|
|
|
|
|
|
|
|
|---|
| PRGS |
Progress Software Corporation |
2.85B |
2.08% |
|
|
|
|
|
66.38 |
0.70% |
30.37% |
69.85% |
|---|
| CRM |
Salesforce, Inc. |
328.87B |
2.01% |
|
|
|
|
|
343.65 |
2.21% |
29.88% |
22.98% |
|---|
| RELY |
Remitly Global, Inc. |
4.48B |
1.75% |
|
|
|
|
|
22.61 |
4.63% |
37.19% |
7.50% |
|---|
| SHOP |
Shopify Inc. |
140.94B |
1.68% |
|
|
|
|
|
108.95 |
1.76% |
41.97% |
21.28% |
|---|
| TYL |
Tyler Technologies, Inc. |
25.91B |
1.65% |
|
|
|
|
|
605.42 |
1.99% |
21.84% |
11.78% |
|---|
| DOCU |
DocuSign, Inc. |
19.07B |
1.59% |
|
|
|
|
|
94.41 |
0.28% |
39.92% |
34.45% |
|---|
| PCTY |
Paylocity Holding Corporation |
10.97B |
1.54% |
|
|
|
|
|
196.83 |
0.32% |
33.15% |
32.32% |
|---|
| SQ |
Block, Inc. |
55.57B |
1.53% |
|
|
|
|
|
89.65 |
2.29% |
50.89% |
37.84% |
|---|
| ADBE |
Adobe Inc. |
196.84B |
1.52% |
|
|
|
|
|
447.17 |
2.24% |
28.17% |
12.93% |
|---|
| PUBM |
PubMatic, Inc. |
737.52M |
1.45% |
|
|
|
|
|
15.44 |
0.26% |
43.03% |
31.91% |
|---|
| ADI |
Analog Devices, Inc. |
105.11B |
1.42% |
|
|
|
|
|
211.78 |
1.93% |
30.14% |
25.49% |
|---|
| ZM |
Zoom Video Communications, Inc. |
26.24B |
1.37% |
|
|
|
|
|
85.60 |
1.84% |
32.70% |
19.97% |
|---|
| MELI |
MercadoLibre, Inc. |
87.22B |
1.36% |
|
|
|
|
|
1,720.36 |
3.26% |
33.61% |
44.02% |
|---|
| ROKU |
Roku, Inc. |
11.70B |
1.28% |
|
|
|
|
|
80.59 |
2.75% |
58.79% |
29.07% |
|---|
| SI |
SILVERGATE CAP CORP |
|
1.20% |
|
|
|
|
|
|
|
|
|
|---|
| TTD |
The Trade Desk, Inc. |
61.70B |
1.17% |
|
|
|
|
|
125.01 |
-0.97% |
37.82% |
16.35% |
|---|
| DOCS |
Doximity, Inc. |
10.80B |
1.09% |
|
|
|
|
|
57.83 |
4.80% |
41.18% |
26.56% |
|---|
| TWLO |
Twilio Inc. |
16.55B |
1.09% |
|
|
|
|
|
107.93 |
1.79% |
41.64% |
28.89% |
|---|
| NFLX |
Netflix, Inc. |
388.58B |
1.04% |
|
|
|
|
|
909.05 |
0.78% |
28.65% |
20.56% |
|---|
| PATH |
UiPath Inc. |
7.28B |
0.96% |
|
|
|
|
|
13.25 |
4.00% |
55.86% |
23.73% |
|---|
| CRCT |
Cricut, Inc. |
1.27B |
0.93% |
|
|
|
|
|
5.93 |
-1.98% |
445.67% |
2.39% |
|---|
| MU |
Micron Technology, Inc. |
100.40B |
0.91% |
|
|
|
|
|
90.12 |
3.48% |
70.50% |
87.68% |
|---|
| LAW |
CS Disco, Inc. |
311.53M |
0.89% |
|
|
|
|
|
5.20 |
0.19% |
115.82% |
28.03% |
|---|
| PINS |
Pinterest, Inc. |
19.93B |
0.87% |
|
|
|
|
|
29.49 |
-0.41% |
41.50% |
25.80% |
|---|
| UPST |
Upstart Holdings, Inc. |
6.24B |
0.84% |
|
|
|
|
|
68.40 |
1.74% |
95.86% |
28.82% |
|---|
| OLO |
Olo Inc. |
1.28B |
0.82% |
|
|
|
|
|
7.83 |
2.49% |
82.74% |
22.32% |
|---|
| PYPL |
PayPal Holdings, Inc. |
87.35B |
0.80% |
|
|
|
|
|
87.13 |
0.40% |
32.42% |
13.95% |
|---|
| VEEV |
Veeva Systems Inc. |
36.39B |
0.76% |
|
|
|
|
|
224.15 |
2.04% |
31.36% |
39.23% |
|---|
| SPOT |
Spotify Technology S.A. |
90.22B |
0.72% |
|
|
|
|
|
460.88 |
1.48% |
37.38% |
26.18% |
|---|
| SE |
Sea Limited |
64.55B |
0.71% |
|
|
|
|
|
110.64 |
-0.90% |
41.46% |
15.91% |
|---|
| SOFI |
SoFi Technologies, Inc. |
16.66B |
0.71% |
|
|
|
|
|
15.35 |
2.13% |
76.49% |
48.44% |
|---|
| DOCN |
DigitalOcean Holdings, Inc. |
3.29B |
0.69% |
|
|
|
|
|
35.70 |
0.71% |
51.49% |
22.68% |
|---|
| NU |
Nu Holdings Ltd. |
49.30B |
0.67% |
|
|
|
|
|
10.38 |
0.48% |
47.83% |
39.02% |
|---|
| COIN |
Coinbase Global, Inc. |
69.78B |
0.65% |
|
|
|
|
|
278.71 |
1.75% |
85.11% |
46.36% |
|---|
| HUBS |
HubSpot, Inc. |
37.12B |
0.65% |
|
|
|
|
|
719.00 |
2.36% |
35.30% |
19.92% |
|---|
| KNBE |
KNOWBE4 INC |
|
0.62% |
|
|
|
|
|
|
|
|
|
|---|
| ADSK |
Autodesk, Inc. |
64.10B |
0.57% |
|
|
|
|
|
298.12 |
1.53% |
26.75% |
17.33% |
|---|
| AFRM |
Affirm Holdings, Inc. |
20.61B |
0.54% |
|
|
|
|
|
65.64 |
4.19% |
73.55% |
35.29% |
|---|
| BILL |
Bill.com Holdings, Inc. |
9.27B |
0.52% |
|
|
|
|
|
89.52 |
1.22% |
42.56% |
7.87% |
|---|
| APP |
AppLovin Corporation |
114.43B |
0.49% |
|
|
|
|
|
340.99 |
6.98% |
71.92% |
67.90% |
|---|
| DDOG |
Datadog, Inc. |
50.78B |
0.46% |
|
|
|
|
|
149.46 |
1.72% |
36.85% |
14.97% |
|---|
| Cash&Other |
Cash & Other |
|
0.44% |
|
|
|
|
|
|
|
|
|
|---|
| NOW |
ServiceNow, Inc. |
224.80B |
0.40% |
|
|
|
|
|
1,091.25 |
1.52% |
28.87% |
27.09% |
|---|
| APPS |
Digital Turbine, Inc. |
178.41M |
0.33% |
|
|
|
|
|
1.7200 |
-1.71% |
113.53% |
51.53% |
|---|
| PLTR |
Palantir Technologies Inc. |
183.49B |
0.33% |
|
|
|
|
|
80.55 |
8.54% |
68.72% |
62.25% |
|---|
| Z |
Zillow Group, Inc. |
17.80B |
0.32% |
|
|
|
|
|
77.09 |
3.21% |
42.45% |
12.47% |
|---|
| TDOC |
Teladoc Health, Inc. |
1.63B |
0.29% |
|
|
|
|
|
9.44 |
5.24% |
83.57% |
54.53% |
|---|
| U |
Unity Software Inc. |
9.07B |
0.29% |
|
|
|
|
|
22.51 |
1.12% |
88.75% |
53.38% |
|---|
| FIVN |
Five9, Inc. |
3.21B |
0.27% |
|
|
|
|
|
42.63 |
2.77% |
48.57% |
18.42% |
|---|
| RDFN |
Redfin Corporation |
1.06B |
0.26% |
|
|
|
|
|
8.52 |
5.58% |
90.18% |
35.33% |
|---|
| OKTA |
Okta, Inc. |
13.63B |
0.24% |
|
|
|
|
|
83.28 |
1.95% |
36.64% |
14.52% |
|---|
| FSLY |
Fastly, Inc. |
1.41B |
0.23% |
|
|
|
|
|
10.08 |
1.00% |
88.22% |
39.87% |
|---|
| NET |
Cloudflare, Inc. |
38.67B |
0.23% |
|
|
|
|
|
112.69 |
3.79% |
42.18% |
11.21% |
|---|