Index Performance
+19.73%
LENNYCP
+14.31%
SPY
Overview
Description
Taken From Lenny
- TickerLENNYCP
- Inception Date08/18/2022
- WeightingEqual
- # of holdings26
What's inside?
Holdings
All holdings as of July 6, 2026
CSV download
| Palantir Technologies, Inc. (PLTR) | 26.58% | $317.74B | 84.71% | 86.78% | 70.51 |
| CrowdStrike Holdings, Inc. (CRWD) | 8.39% | $203.02B | 25.57% | 75.30% | 21.83 |
| JFrog Ltd. (FROG) | 8.30% | $11.88B | 25.79% | 77.87% | 8.72 |
| Cloudflare, Inc. (NET) | 6.94% | $87.91B | 33.54% | 71.21% | 30.97 |
| Twilio, Inc. (TWLO) | 5.72% | $31.73B | 20.00% | 48.12% | 3.50 |
| Datadog, Inc. (DDOG) | 5.12% | $90.90B | 32.15% | 79.18% | 10.78 |
| Samsara, Inc. (IOT) | 4.31% | $21.93B | 30.52% | 75.42% | 9.93 |
| Fastly, Inc. (FSLY) | 3.67% | $2.86B | 19.76% | 59.77% | 6.94 |
| Snowflake, Inc. (SNOW) | 3.54% | $90.84B | 33.48% | 65.51% | 9.33 |
| Okta, Inc. (OKTA) | 3.47% | $25.83B | 11.19% | 77.78% | 3.64 |
| MongoDB, Inc. (MDB) | 2.41% | $28.79B | 25.25% | 72.16% | 6.95 |
| Dynatrace, Inc. (DT) | 2.38% | $13.27B | 18.82% | 81.56% | 5.07 |
| Zoom Communications, Inc. (ZM) | 2.01% | $24.91B | 5.47% | 77.86% | 4.35 |
| Zscaler, Inc. (ZS) | 1.89% | $24.32B | 25.43% | 76.88% | 6.09 |
| SentinelOne, Inc. (S) | 1.65% | $6.22B | 20.80% | 71.82% | 3.91 |
| Elastic NV (ESTC) | 1.62% | $6.09B | 17.26% | 76.07% | 2.41 |
| Unity Software, Inc. (U) | 1.56% | $12.94B | 16.84% | 30.81% | 5.19 |
| UiPath, Inc. (PATH) | 1.50% | $6.13B | 17.32% | 81.13% | 2.52 |
| monday.com Ltd. (MNDY) | 1.33% | $4.22B | 24.45% | 89.15% | 1.80 |
| Amplitude, Inc. (AMPL) | 1.32% | $1.18B | 16.93% | 72.97% | 2.07 |
| GitLab, Inc. (GTLB) | 1.27% | $5.55B | 23.15% | 85.81% | 2.44 |
| nCino, Inc. (NCNO) | 1.26% | $1.99B | 10.60% | 60.45% | 3.53 |
| Braze, Inc. (BRZE) | 1.24% | $2.72B | 30.20% | 64.78% | 2.71 |
| PagerDuty, Inc. (PD) | 0.98% | $767.37M | 0.97% | 84.55% | 1.03 |
| Asana, Inc. (ASAN) | 0.77% | $1.66B | 9.52% | 87.61% | 1.64 |
| Five9, Inc. (FIVN) | 0.77% | $1.85B | 9.16% | 55.04% | 1.18 |
Market data by FactSet
