Index Performance
+26.27%
LENNYCP
+9.57%
SPY
Overview
Description
Taken From Lenny
- TickerLENNYCP
- Inception Date08/18/2022
- WeightingEqual
- # of holdings26
What's inside?
Holdings
All holdings as of May 22, 2026
CSV download
| Palantir Technologies, Inc. (PLTR) | 30.30% | $342.22B | 56.18% | 82.37% | 100.35 |
| CrowdStrike Holdings, Inc. (CRWD) | 7.71% | $113.65B | 21.71% | 74.81% | 22.08 |
| JFrog Ltd. (FROG) | 6.91% | $5.48B | 24.12% | 76.15% | 12.34 |
| Cloudflare, Inc. (NET) | 6.69% | $72.88B | 29.85% | 74.51% | 31.41 |
| Twilio, Inc. (TWLO) | 5.68% | $21.79B | 13.66% | 48.02% | 4.21 |
| Datadog, Inc. (DDOG) | 4.92% | $45.68B | 27.68% | 79.93% | 13.49 |
| Samsara, Inc. (IOT) | 3.95% | $17.40B | 29.57% | 76.74% | 9.46 |
| Fastly, Inc. (FSLY) | 3.63% | $3.61B | 14.78% | 53.98% | 2.51 |
| Zoom Communications, Inc. (ZM) | 2.75% | $27.12B | 4.36% | 77.02% | 4.22 |
| Snowflake, Inc. (SNOW) | 2.57% | $48.51B | 29.16% | 66.12% | 13.61 |
| Zscaler, Inc. (ZS) | 2.53% | $21.79B | 25.91% | 76.01% | 10.09 |
| MongoDB, Inc. (MDB) | 2.42% | $20.38B | 22.79% | 71.75% | 11.30 |
| Dynatrace, Inc. (DT) | 2.38% | $10.53B | 18.18% | 81.41% | 6.23 |
| Okta, Inc. (OKTA) | 2.38% | $13.44B | 11.84% | 77.36% | 4.46 |
| SentinelOne, Inc. (S) | 1.87% | $4.85B | 21.89% | 73.18% | 3.97 |
| Elastic NV (ESTC) | 1.68% | $4.80B | 17.74% | 76.34% | 3.78 |
| UiPath, Inc. (PATH) | 1.53% | $5.43B | 12.65% | 82.98% | 3.40 |
| Unity Software, Inc. (U) | 1.49% | $11.35B | 2.01% | 74.17% | 10.34 |
| monday.com Ltd. (MNDY) | 1.40% | $3.47B | 26.75% | 88.39% | 5.14 |
| Braze, Inc. (BRZE) | 1.38% | $2.64B | 24.40% | 67.15% | 2.60 |
| nCino, Inc. (NCNO) | 1.23% | $2.02B | 10.01% | 57.42% | 4.45 |
| GitLab, Inc. (GTLB) | 1.14% | $3.66B | 25.81% | 87.38% | 4.84 |
| Amplitude, Inc. (AMPL) | 1.10% | $944.11M | 14.68% | 73.87% | 3.92 |
| Five9, Inc. (FIVN) | 0.80% | $1.27B | 10.28% | 54.21% | 1.63 |
| Asana, Inc. (ASAN) | 0.78% | $1.52B | 9.25% | 89.03% | 2.84 |
| PagerDuty, Inc. (PD) | 0.78% | $605.90M | 5.36% | 84.95% | 1.92 |
Market data by FactSet
