Style
Aggressive GrowthTurnover
Orientation
Concentrated long-term| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Robinhood Mkts Inc(HOOD) | 1,486,421 | $149.1M | 71.10% |
| 2 | Figma Inc(FIG) | 2,348,955 | $42.5M | 20.27% |
| 3 | Servicetitan Inc(TTAN) | 256,110 | $18.1M | 8.64% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Financial Services | 64.23% | 71.1% | +6.87% |
| Technology | 35.77% | 28.9% | -6.87% |
Quarter-over-quarter weight changes by market cap
Quarter-over-quarter position changes
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Large Cap | 91.18% | 91.36% | +0.18% |
| Mid Cap | 8.82% | 8.64% | -0.18% |