| # | Holding | Ticker | Weight |
|---|---|---|---|
| 1 | Palantir Technologies, Inc., Class A | — | 8.8198% |
| 2 | Microsoft Corp. | — | 8.3573% |
| 3 | Oracle Corp. | — | 8.2436% |
| 4 | Salesforce, Inc. | — | 7.3969% |
| 5 | Palo Alto Networks, Inc. | — |
Last synced Jun 10, 2026, 12:33 AM · Price and AUM from Yahoo Finance · Holdings from SEC N-PORT filings
| 5.4791% |
| 6 | BlackRock Cash Funds: Institutional, SL Agency Shares | — | 5.2969% |
| 7 | Intuit, Inc. | — | 4.7502% |
| 8 | AppLovin Corp., Class A | — | 4.5610% |
| 9 | ServiceNow, Inc. | — | 4.3755% |
| 10 | Adobe, Inc. | — | 4.2711% |
| 11 | Crowdstrike Holdings, Inc., Class A | — | 4.2127% |
| 12 | Synopsys, Inc. | — | 3.2464% |
| 13 | Cadence Design Systems, Inc. | — | 3.2375% |
| 14 | Fortinet, Inc. | — | 2.2109% |
| 15 | Autodesk, Inc. | — | 2.1724% |
| 16 | Electronic Arts, Inc. | — | 1.9654% |
| 17 | Strategy, Inc., Class A | — | 1.6743% |
| 18 | Datadog, Inc., Class A | — | 1.6588% |
| 19 | Roper Technologies, Inc. | — | 1.6144% |
| 20 | Take-Two Interactive Software, Inc. | — | 1.4715% |
| 21 | Workday, Inc., Class A | — | 1.1848% |
| 22 | Fair Isaac Corp. | — | 1.0840% |
| 23 | Zoom Communications, Inc. | — | 0.9144% |
| 24 | PTC, Inc. | — | 0.7263% |
| 25 | Trimble, Inc. | — | 0.6639% |
| 26 | Tyler Technologies, Inc. | — | 0.6311% |
| 27 | Zscaler, Inc. | — | 0.6135% |
| 28 | HubSpot, Inc. | — | 0.5508% |
| 29 | Guidewire Software, Inc. | — | 0.5437% |
| 30 | Atlassian Corp., Class A | — | 0.4952% |
| 31 | Samsara, Inc., Class A | — | 0.4856% |
| 32 | Dynatrace, Inc. | — | 0.4718% |
| 33 | Gen Digital, Inc. | — | 0.4440% |
| 34 | Nutanix, Inc., Class A | — | 0.4397% |
| 35 | DocuSign, Inc. | — | 0.4062% |
| 36 | BitMine Immersion Technologies, Inc. | — | 0.3849% |
| 37 | Manhattan Associates, Inc. | — | 0.3409% |
| 38 | InterDigital, Inc. | — | 0.3318% |
| 39 | Unity Software, Inc. | — | 0.3251% |
| 40 | Rubrik, Inc., Class A | — | 0.3182% |
| 41 | Procore Technologies, Inc. | — | 0.2923% |
| 42 | Clearwater Analytics Holdings, Inc., Class A | — | 0.2920% |
| 43 | Descartes Systems Group, Inc. (The) | — | 0.2635% |
| 44 | Open Text Corp. | — | 0.2384% |
| 45 | D-Wave Quantum, Inc. | — | 0.2283% |
| 46 | Bentley Systems, Inc., Class B | — | 0.2240% |
| 47 | Circle Internet Group, Inc., Class A | — | 0.2212% |
| 48 | Aurora Innovation, Inc., Class A | — | 0.2198% |
| 49 | Snap, Inc., Class A | — | 0.2174% |
| 50 | Terawulf, Inc. | — | 0.2045% |