Index Performance
+7.00%
DJMUNN
+13.13%
TMLARGE
+25.64%
QQQ
+13.87%
SPY
Overview
Description
Buying and holding the best companies in AI, technology, cryptocurrency, healthcare and consumer discretionary
- TickerDJMUNN
- Inception Date11/22/2023
- WeightingEqual
- # of holdings17
What's inside?
Holdings
All holdings as of July 16, 2026
CSV download
| Axon Enterprise, Inc. (AXON) | 7.57% | $43.67B | 33.75% | 59.12% | 12.10 |
| CrowdStrike Holdings, Inc. (CRWD) | 6.92% | $207.48B | 25.57% | 75.30% | 21.83 |
| e.l.f. Beauty, Inc. (ELF) | 6.76% | $4.39B | 24.59% | 65.87% | 2.58 |
| Shopify, Inc. (SHOP) | 6.64% | $162.41B | 34.32% | 48.61% | 12.02 |
| Novo Nordisk A/S (NOVO.B) | 6.42% | $228.28B | 23.99% | 85.96% | 3.51 |
| Eli Lilly & Co. (LLY) | 6.08% | $1.10T | 55.55% | 81.93% | 11.93 |
| Uber Technologies, Inc. (UBER) | 5.94% | $150.72B | 14.48% | 37.86% | 2.90 |
| Dorian LPG Ltd. (LPG) | 5.92% | $1.77B | 36.27% | 54.10% | 3.82 |
| Celsius Holdings, Inc. (CELH) | 5.90% | $7.66B | 137.68% | 47.14% | 3.74 |
| TransMedics Group, Inc. (TMDX) | 5.77% | $2.63B | 21.18% | 57.07% | 6.29 |
| NVIDIA Corp. (NVDA) | 5.71% | $5.02T | 85.23% | 74.93% | 19.77 |
| Coinbase Global, Inc. (COIN) | 5.58% | $42.28B | -27.47% | 72.11% | 6.56 |
| DraftKings, Inc. (DKNG) | 5.55% | $22.09B | 16.84% | 42.32% | 1.90 |
| Tesla, Inc. (TSLA) | 5.53% | $1.47T | 15.78% | 21.08% | 13.15 |
| Weatherford International plc (WFRD) | 5.02% | $5.77B | -3.44% | 28.21% | 1.52 |
| Cameco Corp. (CCO) | 4.69% | $38.06B | 7.09% | 34.33% | 18.60 |
| Super Micro Computer, Inc. (SMCI) | 3.99% | $15.96B | 122.68% | 9.95% | 0.70 |
Market data by FactSet