Securities ▲▼ | Shares | Value | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MercadoLibre, Inc.(MELI) | 11,809 | 11,809 | 0 | $29.8K | $20.0K | 22.16% | -$9.8K |
| ServiceNow, Inc.(NOW) | 124,338 | 124,338 | 0 | $19.0K | $12.3K | 13.65% | -$6.6K |
| Alphabet Inc.(GOOG) | 24,814 | 24,814 | 0 | $10.4K | $8.8K | 9.69% | -$1.6K |
| Microsoft Corporation(MSFT) | 21,773 | 21,773 | 0 | $11.8K | $8.1K | 8.98% | -$3.6K |
| Amazon.com, Inc.(AMZN) | 28,542 | 28,542 | 0 | $8.7K | $6.8K | 7.52% | -$1.9K |
| Visa Inc.(V) | 19,791 | 19,791 | 0 | $8.7K | $6.8K | 7.51% | -$1.9K |
| Veeva Systems Inc.(VEEV) | 16,555 | 37,377 | +20,822 | $4.2K | $6.6K | 7.33% | +$2.4K |
| Sea Limited(SE) | 114,385 | 68,833 | -45,552 | $13.8K | $6.6K | 7.29% | -$7.2K |
| Workiva Inc.(WK) | 184,108 | 101,026 | -83,082 | $16.0K | $4.9K | 5.42% | -$11.1K |
| Tradeweb Markets Inc.(TW) | 34,300 | 34,300 | 0 | $5.9K | $3.4K | 3.78% | -$2.5K |
| The Charles Schwab Corporation(SCHW) | 32,894 | 32,894 | 0 | $4.5K | $3.0K | 3.35% | -$1.5K |
| Workday, Inc.(WDAY) | 55,657 | 24,599 | -31,058 | $10.6K | $3.0K | 3.33% | -$7.5K |
| Pinterest, Inc.(PINS) | 179,770 | 0 | -179,770 | $4.8K | $0 | — | -$4.8K |