| # | Holding | Ticker | Weight |
|---|---|---|---|
| 1 | AMAZON.COM INC COM | — | 9.9796% |
| 2 | META PLATFORMS INC CL A | — | 9.8311% |
| 3 | CISCO SYSTEMS INC COM | — | 8.5449% |
| 4 | ALPHABET INC CAP STK CL A | — | 5.5544% |
| 5 | ARISTA NETWORKS INC COM SHS |
Last synced Oct 27, 2026, 6:25 AM · Price and AUM from Yahoo Finance · Holdings from SEC N-PORT filings
| 5.0198% |
| 6 | BOOKING HOLDINGS INC COM | — | 4.9757% |
| 7 | ORACLE CORP COM | — | 4.5915% |
| 8 | ALPHABET INC CAP STK CL C | — | 4.4265% |
| 9 | SALESFORCE INC COM | — | 4.1103% |
| 10 | NETFLIX INC COM | — | 3.9047% |
| 11 | SNOWFLAKE INC COM SHS | — | 3.6107% |
| 12 | DATADOG INC CL A COM | — | 3.5325% |
| 13 | CLOUDFLARE INC CL A COM | — | 3.2186% |
| 14 | DOORDASH INC CL A | — | 2.8708% |
| 15 | CIENA CORP COM NEW | — | 2.8501% |
| 16 | AIRBNB INC COM CL A | — | 2.4531% |
| 17 | EBAY INC COM | — | 2.0371% |
| 18 | CARVANA COMPANY CL A | — | 1.9355% |
| 19 | PAYPAL HOLDINGS INC COM | — | 1.5656% |
| 20 | ROBLOX CORP CL A | — | 1.5002% |
| 21 | VEEVA SYSTEMS INC CL A COM | — | 1.0950% |
| 22 | COREWEAVE INC COM CL A | — | 1.0789% |
| 23 | WORKDAY INC CL A | — | 1.0261% |
| 24 | COPART INC COM | — | 1.0256% |
| 25 | F5 INC COM | — | 0.9648% |
| 26 | ZOOM COMMUNICATIONS INC CL A | — | 0.9430% |
| 27 | OKTA INC CL A | — | 0.9380% |
| 28 | VERISIGN INC COM | — | 0.8463% |
| 29 | FLUTTER ENTERTAINMENT PLC ORD EUR0.09 (DI) | — | 0.7280% |
| 30 | AKAMAI TECHNOLOGIES INC COM | — | 0.7048% |
| 31 | NUTANIX INC CL A | — | 0.5528% |
| 32 | DRAFTKINGS INC COM CL A | — | 0.5197% |
| 33 | ATLASSIAN CORP CL A | — | 0.5104% |
| 34 | SAMSARA INC COM CL A | — | 0.4963% |
| 35 | GODADDY INC CL A | — | 0.4627% |
| 36 | HUBSPOT INC COM | — | 0.3840% |
| 37 | DOCUSIGN INC COM | — | 0.3547% |
| 38 | PAYCOM SOFTWARE INC COM | — | 0.2211% |
| 39 | MARA HOLDINGS INC COM | — | 0.2176% |
| 40 | DUOLINGO INC CL A COM | — | 0.1896% |
| 41 | CIRCLE INTERNET GROUP INC COM CL A | — | 0.1479% |
| 42 | MORGAN STANLEY INSTITUTIONAL LIQUIDITY FUNDS TREAS PTF INST | — | 0.1270% |
| 43 | DAIWA CAPITAL MARKETS AMERICA INC | — | 0.0000% |