| MSFT |
Microsoft Corporation |
3.08T |
7.39% |
|
|
|
|
|
413.75 |
-0.22% |
21.93% |
18.83% |
|---|
| GOOGL |
Alphabet Inc. |
2.04T |
7.19% |
|
|
|
|
|
165.99 |
-5.68% |
29.66% |
31.69% |
|---|
| AMD |
Advanced Micro Devices, Inc. |
223.48B |
6.75% |
|
|
|
|
|
137.71 |
0.08% |
41.38% |
18.85% |
|---|
| AMZN |
Amazon.com, Inc. |
2.08T |
3.98% |
|
|
|
|
|
197.95 |
-2.43% |
32.53% |
36.06% |
|---|
| DLO |
DLocal Limited |
3.05B |
3.93% |
|
|
|
|
|
10.72 |
0.75% |
63.19% |
25.33% |
|---|
| NVDA |
NVIDIA Corporation |
3.60T |
3.66% |
|
|
|
|
|
146.87 |
0.67% |
48.08% |
25.46% |
|---|
| TOST |
Toast, Inc. |
24.24B |
3.03% |
|
|
|
|
|
42.67 |
0.40% |
42.72% |
9.10% |
|---|
| LC |
LendingClub Corporation |
1.75B |
2.86% |
|
|
|
|
|
15.58 |
3.08% |
47.87% |
18.02% |
|---|
| ETSY |
Etsy, Inc. |
5.83B |
2.57% |
|
|
|
|
|
51.80 |
1.84% |
43.32% |
24.09% |
|---|
| QCOM |
QUALCOMM Incorporated |
174.17B |
2.45% |
|
|
|
|
|
156.77 |
1.62% |
34.65% |
36.32% |
|---|
| MGNI |
Magnite, Inc. |
2.31B |
2.34% |
|
|
|
|
|
16.45 |
2.59% |
51.56% |
0.70% |
|---|
| TSM |
Taiwan Semiconductor Manufacturing Compa... |
834.87B |
2.26% |
|
|
|
|
|
191.62 |
1.73% |
40.16% |
41.72% |
|---|
| TSLA |
Tesla, Inc. |
1.10T |
2.25% |
|
|
|
|
|
342.25 |
0.06% |
65.23% |
63.28% |
|---|
| STER |
Sterling Check Corp. |
1.64B |
2.11% |
|
|
|
|
|
16.74 |
0.00% |
207.10% |
14.12% |
|---|
| PRGS |
Progress Software Corporation |
2.98B |
2.08% |
|
|
|
|
|
69.50 |
3.55% |
19.92% |
32.83% |
|---|
| CRM |
Salesforce, Inc. |
326.44B |
2.01% |
|
|
|
|
|
341.46 |
4.84% |
44.96% |
71.10% |
|---|
| RELY |
Remitly Global, Inc. |
4.12B |
1.75% |
|
|
|
|
|
20.81 |
1.71% |
40.33% |
18.34% |
|---|
| SHOP |
Shopify Inc. |
138.15B |
1.68% |
|
|
|
|
|
106.92 |
2.86% |
40.59% |
16.57% |
|---|
| TYL |
Tyler Technologies, Inc. |
25.75B |
1.65% |
|
|
|
|
|
601.62 |
0.08% |
24.07% |
24.25% |
|---|
| DOCU |
DocuSign, Inc. |
16.27B |
1.59% |
|
|
|
|
|
80.15 |
1.70% |
60.87% |
83.52% |
|---|
| PCTY |
Paylocity Holding Corporation |
11.17B |
1.54% |
|
|
|
|
|
200.45 |
2.65% |
30.22% |
21.81% |
|---|
| SQ |
Block, Inc. |
57.33B |
1.53% |
|
|
|
|
|
93.18 |
3.88% |
50.29% |
35.55% |
|---|
| ADBE |
Adobe Inc. |
222.64B |
1.52% |
|
|
|
|
|
505.77 |
1.26% |
45.66% |
79.83% |
|---|
| PUBM |
PubMatic, Inc. |
768.95M |
1.45% |
|
|
|
|
|
16.10 |
5.57% |
55.23% |
33.68% |
|---|
| ADI |
Analog Devices, Inc. |
106.69B |
1.42% |
|
|
|
|
|
214.88 |
1.83% |
34.38% |
40.14% |
|---|
| ZM |
Zoom Video Communications, Inc. |
24.96B |
1.37% |
|
|
|
|
|
81.08 |
2.82% |
52.00% |
87.32% |
|---|
| MELI |
MercadoLibre, Inc. |
98.38B |
1.36% |
|
|
|
|
|
1,940.51 |
0.48% |
30.02% |
18.88% |
|---|
| ROKU |
Roku, Inc. |
9.99B |
1.28% |
|
|
|
|
|
68.78 |
0.09% |
46.57% |
11.90% |
|---|
| SI |
SILVERGATE CAP CORP |
|
1.20% |
|
|
|
|
|
|
|
|
|
|---|
| TTD |
The Trade Desk, Inc. |
63.06B |
1.17% |
|
|
|
|
|
127.77 |
3.12% |
37.83% |
14.88% |
|---|
| DOCS |
Doximity, Inc. |
8.99B |
1.09% |
|
|
|
|
|
48.14 |
-3.54% |
38.48% |
22.09% |
|---|
| TWLO |
Twilio Inc. |
15.67B |
1.09% |
|
|
|
|
|
102.19 |
3.81% |
38.56% |
23.83% |
|---|
| NFLX |
Netflix, Inc. |
383.22B |
1.04% |
|
|
|
|
|
896.50 |
1.43% |
30.14% |
24.83% |
|---|
| PATH |
UiPath Inc. |
7.52B |
0.96% |
|
|
|
|
|
13.68 |
6.25% |
79.93% |
62.33% |
|---|
| CRCT |
Cricut, Inc. |
1.11B |
0.93% |
|
|
|
|
|
5.17 |
1.37% |
346.06% |
15.34% |
|---|
| MU |
Micron Technology, Inc. |
114.20B |
0.91% |
|
|
|
|
|
103.00 |
4.71% |
55.43% |
55.62% |
|---|
| LAW |
CS Disco, Inc. |
334.85M |
0.89% |
|
|
|
|
|
5.59 |
2.74% |
105.97% |
33.78% |
|---|
| PINS |
Pinterest, Inc. |
19.68B |
0.87% |
|
|
|
|
|
29.13 |
-0.36% |
35.39% |
18.80% |
|---|
| UPST |
Upstart Holdings, Inc. |
6.77B |
0.84% |
|
|
|
|
|
74.25 |
5.47% |
98.91% |
31.86% |
|---|
| OLO |
Olo Inc. |
1.13B |
0.82% |
|
|
|
|
|
6.90 |
6.32% |
104.31% |
24.83% |
|---|
| PYPL |
PayPal Holdings, Inc. |
85.62B |
0.80% |
|
|
|
|
|
85.40 |
0.78% |
33.13% |
16.75% |
|---|
| VEEV |
Veeva Systems Inc. |
34.78B |
0.76% |
|
|
|
|
|
214.79 |
1.98% |
41.12% |
69.90% |
|---|
| SPOT |
Spotify Technology S.A. |
92.35B |
0.72% |
|
|
|
|
|
471.78 |
0.38% |
35.85% |
15.06% |
|---|
| SE |
Sea Limited |
66.78B |
0.71% |
|
|
|
|
|
117.07 |
2.28% |
39.96% |
9.53% |
|---|
| SOFI |
SoFi Technologies, Inc. |
16.83B |
0.71% |
|
|
|
|
|
15.51 |
5.73% |
68.45% |
38.53% |
|---|
| DOCN |
DigitalOcean Holdings, Inc. |
3.62B |
0.69% |
|
|
|
|
|
39.26 |
4.61% |
51.20% |
24.85% |
|---|
| NU |
Nu Holdings Ltd. |
64.00B |
0.67% |
|
|
|
|
|
13.48 |
1.16% |
41.11% |
23.91% |
|---|
| COIN |
Coinbase Global, Inc. |
77.10B |
0.65% |
|
|
|
|
|
307.97 |
-3.76% |
107.67% |
103.69% |
|---|
| HUBS |
HubSpot, Inc. |
37.29B |
0.65% |
|
|
|
|
|
722.29 |
4.00% |
32.39% |
17.48% |
|---|
| KNBE |
KNOWBE4 INC |
|
0.62% |
|
|
|
|
|
|
|
|
|
|---|
| ADSK |
Autodesk, Inc. |
68.03B |
0.57% |
|
|
|
|
|
316.42 |
2.79% |
40.73% |
63.74% |
|---|
| AFRM |
Affirm Holdings, Inc. |
20.66B |
0.54% |
|
|
|
|
|
65.77 |
4.08% |
79.21% |
39.73% |
|---|
| BILL |
Bill.com Holdings, Inc. |
9.32B |
0.52% |
|
|
|
|
|
90.06 |
2.50% |
42.44% |
9.54% |
|---|
| APP |
AppLovin Corporation |
106.55B |
0.49% |
|
|
|
|
|
317.49 |
-2.38% |
72.57% |
71.45% |
|---|
| DDOG |
Datadog, Inc. |
49.16B |
0.46% |
|
|
|
|
|
144.70 |
6.83% |
37.34% |
13.89% |
|---|
| Cash&Other |
Cash & Other |
|
0.44% |
|
|
|
|
|
|
|
|
|
|---|
| NOW |
ServiceNow, Inc. |
216.39B |
0.40% |
|
|
|
|
|
1,050.42 |
2.68% |
29.68% |
34.67% |
|---|
| APPS |
Digital Turbine, Inc. |
155.59M |
0.33% |
|
|
|
|
|
1.5000 |
4.90% |
125.32% |
52.43% |
|---|
| PLTR |
Palantir Technologies Inc. |
134.08B |
0.33% |
|
|
|
|
|
61.49 |
-1.02% |
63.66% |
51.83% |
|---|
| Z |
Zillow Group, Inc. |
18.98B |
0.32% |
|
|
|
|
|
81.95 |
5.23% |
46.06% |
16.57% |
|---|
| TDOC |
Teladoc Health, Inc. |
1.76B |
0.29% |
|
|
|
|
|
10.25 |
13.83% |
67.59% |
33.23% |
|---|
| U |
Unity Software Inc. |
9.12B |
0.29% |
|
|
|
|
|
22.65 |
4.72% |
69.28% |
28.35% |
|---|
| FIVN |
Five9, Inc. |
2.92B |
0.27% |
|
|
|
|
|
38.80 |
2.11% |
49.26% |
22.97% |
|---|
| RDFN |
Redfin Corporation |
1.01B |
0.26% |
|
|
|
|
|
8.15 |
2.20% |
81.56% |
26.47% |
|---|
| OKTA |
Okta, Inc. |
12.53B |
0.24% |
|
|
|
|
|
77.15 |
4.70% |
73.19% |
94.14% |
|---|
| FSLY |
Fastly, Inc. |
1.03B |
0.23% |
|
|
|
|
|
7.32 |
12.89% |
66.33% |
17.29% |
|---|
| NET |
Cloudflare, Inc. |
35.56B |
0.23% |
|
|
|
|
|
103.62 |
7.41% |
43.88% |
12.73% |
|---|