Style
Aggressive GrowthTurnover
Orientation
Concentrated long-term| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Robinhood Mkts Inc(HOOD) | 10,127,528 | $1.0B | 48.55% |
| 2 | Figma Inc(FIG) | 54,808,069 | $991.5M | 47.40% |
| 3 | Wealthfront Corp(WLTH) | 9,460,434 | $84.6M | 4.04% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Financial Services | 38.04% | 48.55% | +10.51% |
| Technology | 57.81% | 47.4% | -10.41% |
| Unclassified | 4.15% | 4.04% | -0.11% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Large Cap | 95.85% | 95.96% | +0.11% |
| Unclassified | 4.15% | 4.04% | -0.11% |
Quarter-over-quarter position changes