Style
GrowthTurnover
Orientation
Concentrated long-term| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Apple Inc(AAPL) | 980,200 | $283.6M | 88.38% |
| 2 | Affirm Holdings Inc(AFRM) | 241,600 | $19.7M | 6.14% |
| 3 | Twilio Inc(TWLO) | 68,082 | $14.0M | 4.38% |
| 4 | Lyft Inc(LYFT) | 242,076 | $3.5M | 1.10% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Financial Services | 4.14% | 6.14% | +2% |
| Technology | 95.86% | 93.86% | -2% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Mega Cap | 91.53% | 88.38% | -3.15% |
| Large Cap | 7.29% | 10.52% | +3.23% |
| Mid Cap | 1.18% | 1.1% | -0.08% |
Quarter-over-quarter position changes