| MSFT |
Microsoft Corporation |
2.93T |
7.39% |
|
|
|
|
|
394.04 |
0.74% |
37.50% |
54.08% |
|---|
| GOOGL |
Alphabet Inc. |
1.96T |
7.19% |
|
|
|
|
|
160.16 |
-0.28% |
48.02% |
60.85% |
|---|
| AMD |
Advanced Micro Devices, Inc. |
156.06B |
6.75% |
|
|
|
|
|
96.06 |
-0.34% |
71.31% |
55.15% |
|---|
| AMZN |
Amazon.com, Inc. |
1.99T |
3.98% |
|
|
|
|
|
187.39 |
-0.17% |
47.62% |
52.61% |
|---|
| DLO |
DLocal Limited |
2.58B |
3.93% |
|
|
|
|
|
9.06 |
0.11% |
54.22% |
42.41% |
|---|
| NVDA |
NVIDIA Corporation |
2.66T |
3.66% |
|
|
|
|
|
108.91 |
0.17% |
60.98% |
40.69% |
|---|
| TOST |
Toast, Inc. |
20.82B |
3.03% |
|
|
|
|
|
36.21 |
1.32% |
78.07% |
68.81% |
|---|
| LC |
LendingClub Corporation |
1.26B |
2.86% |
|
|
|
|
|
11.01 |
0.27% |
74.66% |
67.40% |
|---|
| ETSY |
Etsy, Inc. |
4.94B |
2.57% |
|
|
|
|
|
46.13 |
0.54% |
62.91% |
72.55% |
|---|
| QCOM |
QUALCOMM Incorporated |
162.45B |
2.45% |
|
|
|
|
|
146.88 |
-0.50% |
53.30% |
54.18% |
|---|
| MGNI |
Magnite, Inc. |
1.74B |
2.34% |
|
|
|
|
|
12.30 |
-0.40% |
66.14% |
60.71% |
|---|
| TSM |
Taiwan Semiconductor Manufacturing Compa... |
853.08B |
2.26% |
|
|
|
|
|
164.48 |
0.66% |
48.59% |
30.43% |
|---|
| TSLA |
Tesla, Inc. |
939.32B |
2.25% |
|
|
|
|
|
292.03 |
2.15% |
92.82% |
58.86% |
|---|
| STER |
STERLING CHECK CORP |
|
2.11% |
|
|
|
|
|
|
|
|
|
|---|
| PRGS |
Progress Software Corporation |
2.58B |
2.08% |
|
|
|
|
|
59.89 |
1.20% |
27.74% |
62.63% |
|---|
| CRM |
Salesforce, Inc. |
257.32B |
2.01% |
|
|
|
|
|
267.76 |
0.80% |
41.42% |
48.09% |
|---|
| RELY |
Remitly Global, Inc. |
4.09B |
1.75% |
|
|
|
|
|
20.41 |
2.00% |
58.54% |
76.36% |
|---|
| SHOP |
Shopify Inc. |
127.55B |
1.68% |
|
|
|
|
|
98.92 |
0.36% |
84.89% |
67.65% |
|---|
| TYL |
Tyler Technologies, Inc. |
23.03B |
1.65% |
|
|
|
|
|
534.15 |
2.38% |
33.27% |
73.84% |
|---|
| DOCU |
DocuSign, Inc. |
16.66B |
1.59% |
|
|
|
|
|
82.27 |
0.29% |
44.05% |
48.08% |
|---|
| PCTY |
Paylocity Holding Corporation |
10.75B |
1.54% |
|
|
|
|
|
192.33 |
1.32% |
45.30% |
72.76% |
|---|
| SQ |
BLOCK INC |
|
1.53% |
|
|
|
|
|
|
|
|
|
|---|
| ADBE |
Adobe Inc. |
158.11B |
1.52% |
|
|
|
|
|
370.98 |
0.64% |
35.67% |
40.76% |
|---|
| PUBM |
PubMatic, Inc. |
484.14M |
1.45% |
|
|
|
|
|
10.03 |
0.70% |
68.81% |
77.24% |
|---|
| ADI |
Analog Devices, Inc. |
95.56B |
1.42% |
|
|
|
|
|
192.67 |
-0.54% |
49.57% |
52.37% |
|---|
| ZM |
Zoom Video Communications, Inc. |
23.67B |
1.37% |
|
|
|
|
|
77.55 |
1.83% |
43.60% |
46.39% |
|---|
| MELI |
MercadoLibre, Inc. |
115.63B |
1.36% |
|
|
|
|
|
2,280.86 |
3.28% |
55.11% |
67.89% |
|---|
| ROKU |
Roku, Inc. |
10.11B |
1.28% |
|
|
|
|
|
69.28 |
1.67% |
86.69% |
70.17% |
|---|
| SI |
SILVERGATE CAP CORP |
|
1.20% |
|
|
|
|
|
|
|
|
|
|---|
| TTD |
The Trade Desk, Inc. |
27.12B |
1.17% |
|
|
|
|
|
54.67 |
0.50% |
95.92% |
78.08% |
|---|
| DOCS |
Doximity, Inc. |
10.84B |
1.09% |
|
|
|
|
|
57.75 |
1.87% |
80.36% |
91.68% |
|---|
| TWLO |
Twilio Inc. |
14.79B |
1.09% |
|
|
|
|
|
96.48 |
0.84% |
80.31% |
70.50% |
|---|
| NFLX |
Netflix, Inc. |
479.04B |
1.04% |
|
|
|
|
|
1,125.64 |
1.37% |
41.86% |
34.96% |
|---|
| PATH |
UiPath Inc. |
6.52B |
0.96% |
|
|
|
|
|
11.82 |
1.90% |
60.25% |
31.81% |
|---|
| CRCT |
Cricut, Inc. |
1.05B |
0.93% |
|
|
|
|
|
4.98 |
3.32% |
245.42% |
34.26% |
|---|
| MU |
Micron Technology, Inc. |
85.92B |
0.91% |
|
|
|
|
|
76.88 |
-2.14% |
66.93% |
50.18% |
|---|
| LAW |
CS Disco, Inc. |
227.04M |
0.89% |
|
|
|
|
|
3.76 |
1.62% |
128.60% |
49.26% |
|---|
| PINS |
Pinterest, Inc. |
17.79B |
0.87% |
|
|
|
|
|
26.28 |
0.42% |
91.03% |
79.15% |
|---|
| UPST |
Upstart Holdings, Inc. |
4.68B |
0.84% |
|
|
|
|
|
49.19 |
2.27% |
117.48% |
76.81% |
|---|
| OLO |
Olo Inc. |
1.05B |
0.82% |
|
|
|
|
|
6.31 |
-0.16% |
112.17% |
37.59% |
|---|
| PYPL |
PayPal Holdings, Inc. |
64.82B |
0.80% |
|
|
|
|
|
66.32 |
2.14% |
55.03% |
63.51% |
|---|
| VEEV |
Veeva Systems Inc. |
37.69B |
0.76% |
|
|
|
|
|
231.64 |
2.60% |
34.84% |
59.92% |
|---|
| SPOT |
Spotify Technology S.A. |
115.51B |
0.72% |
|
|
|
|
|
576.94 |
-3.48% |
68.78% |
67.73% |
|---|
| SE |
Sea Limited |
79.28B |
0.71% |
|
|
|
|
|
133.92 |
2.79% |
68.89% |
77.36% |
|---|
| SOFI |
SoFi Technologies, Inc. |
14.65B |
0.71% |
|
|
|
|
|
13.27 |
0.53% |
90.68% |
50.38% |
|---|
| DOCN |
DigitalOcean Holdings, Inc. |
2.88B |
0.69% |
|
|
|
|
|
31.42 |
1.85% |
58.46% |
75.99% |
|---|
| NU |
Nu Holdings Ltd. |
60.21B |
0.67% |
|
|
|
|
|
12.41 |
2.22% |
61.63% |
61.70% |
|---|
| COIN |
Coinbase Global, Inc. |
52.33B |
0.65% |
|
|
|
|
|
206.13 |
0.42% |
80.68% |
36.23% |
|---|
| HUBS |
HubSpot, Inc. |
31.95B |
0.65% |
|
|
|
|
|
612.69 |
0.04% |
48.49% |
65.97% |
|---|
| KNBE |
KNOWBE4 INC |
|
0.62% |
|
|
|
|
|
|
|
|
|
|---|
| ADSK |
Autodesk, Inc. |
58.13B |
0.57% |
|
|
|
|
|
272.89 |
0.52% |
35.62% |
40.56% |
|---|
| AFRM |
Affirm Holdings, Inc. |
16.13B |
0.54% |
|
|
|
|
|
50.40 |
2.50% |
96.06% |
70.68% |
|---|
| BILL |
Bill.com Holdings, Inc. |
4.73B |
0.52% |
|
|
|
|
|
46.38 |
2.34% |
81.29% |
65.04% |
|---|
| APP |
AppLovin Corporation |
97.75B |
0.49% |
|
|
|
|
|
288.88 |
1.37% |
116.97% |
75.49% |
|---|
| DDOG |
Datadog, Inc. |
35.30B |
0.46% |
|
|
|
|
|
102.31 |
0.56% |
84.20% |
88.88% |
|---|
| Cash&Other |
Cash & Other |
|
0.44% |
|
|
|
|
|
|
|
|
|
|---|
| NOW |
ServiceNow, Inc. |
195.17B |
0.40% |
|
|
|
|
|
942.86 |
0.58% |
55.31% |
58.64% |
|---|
| APPS |
Digital Turbine, Inc. |
332.87M |
0.33% |
|
|
|
|
|
3.17 |
-3.35% |
135.55% |
38.23% |
|---|
| PLTR |
Palantir Technologies Inc. |
261.06B |
0.33% |
|
|
|
|
|
116.08 |
1.25% |
94.29% |
71.22% |
|---|
| Z |
Zillow Group, Inc. |
16.16B |
0.32% |
|
|
|
|
|
67.20 |
1.93% |
58.14% |
62.46% |
|---|
| TDOC |
Teladoc Health, Inc. |
1.28B |
0.29% |
|
|
|
|
|
7.33 |
2.37% |
88.89% |
75.74% |
|---|
| U |
Unity Software Inc. |
9.14B |
0.29% |
|
|
|
|
|
22.31 |
0.86% |
82.70% |
47.70% |
|---|
| FIVN |
Five9, Inc. |
1.93B |
0.27% |
|
|
|
|
|
25.33 |
0.84% |
77.99% |
87.50% |
|---|
| RDFN |
Redfin Corporation |
1.20B |
0.26% |
|
|
|
|
|
9.42 |
4.32% |
123.72% |
70.11% |
|---|
| OKTA |
Okta, Inc. |
18.66B |
0.24% |
|
|
|
|
|
112.54 |
7.40% |
46.91% |
42.18% |
|---|
| FSLY |
Fastly, Inc. |
838.15M |
0.23% |
|
|
|
|
|
5.89 |
0.68% |
97.33% |
61.12% |
|---|
| NET |
Cloudflare, Inc. |
42.42B |
0.23% |
|
|
|
|
|
122.23 |
1.02% |
71.51% |
59.16% |
|---|