Top 10 Holdings (53.3% of portfolio)
| # | Ticker | Name | Sector | Weight |
|---|
| 1 | MDB | Mongodb, Inc. | Information Technology | 7.09% |
| 2 | IDCC | Interdigital Inc/Pa | Information Technology | 6.91% |
| 3 | PLTR | Palantir Technologies Inc. | Information Technology | 6.81% |
| 4 | DDOG | Datadog Inc. | Information Technology | 5.78% |
| 5 | SNOW | Snowflake Class A | Information Technology | 5.65% |
| 6 | ESTC | Elastic N V | Information Technology | 4.48% |
| 7 | INFA | Informatica Inc. Class A | Information Technology | 4.47% |
| 8 | CFLT | Confluent, Inc., A | Information Technology | 4.16% |
| 9 | NTNX | Nutanix Inc - A | Information Technology | 4.01% |
| 10 | DT | Dynatrace Holdings | Information Technology | 3.99% |
