Index Performance
-17.16%
LENNYCP
+5.97%
SPY
Overview
Description
Taken From Lenny
- TickerLENNYCP
- Inception Date08/18/2022
- WeightingEqual
- # of holdings27
What's inside?
Holdings
All holdings as of February 20, 2026
CSV download
| Palantir Technologies, Inc. (PLTR) | 35.42% | $323.45B | 56.18% | 82.37% | 100.35 |
| Cloudflare, Inc. (NET) | 6.42% | $61.97B | 29.85% | 74.43% | 31.41 |
| CrowdStrike Holdings, Inc. (CRWD) | 5.25% | $97.97B | 22.18% | 74.96% | 29.03 |
| Fastly, Inc. (FSLY) | 4.69% | $2.70B | 14.78% | 55.66% | 2.51 |
| JFrog Ltd. (FROG) | 4.09% | $4.52B | 24.12% | 76.15% | 12.34 |
| Twilio, Inc. (TWLO) | 3.96% | $17.15B | 13.66% | 48.02% | 4.21 |
| Samsara, Inc. (IOT) | 3.94% | $15.46B | 29.19% | 76.69% | 15.02 |
| Snowflake, Inc. (SNOW) | 2.94% | $59.03B | 28.75% | 66.70% | 21.13 |
| Datadog, Inc. (DDOG) | 2.94% | $40.79B | 27.68% | 79.93% | 13.49 |
| Confluent, Inc. (CFLT) | 2.90% | $10.98B | 21.08% | 74.26% | 8.09 |
| MongoDB, Inc. (MDB) | 2.90% | $28.04B | 18.69% | 70.88% | 11.67 |
| Zoom Communications, Inc. (ZM) | 2.66% | $26.73B | 4.44% | 77.90% | 3.89 |
| Zscaler, Inc. (ZS) | 2.52% | $25.48B | 25.50% | 76.25% | 18.01 |
| Dynatrace, Inc. (DT) | 2.33% | $10.56B | 18.18% | 81.41% | 6.23 |
| Okta, Inc. (OKTA) | 2.17% | $13.17B | 11.58% | 77.09% | 5.03 |
| Elastic NV (ESTC) | 1.99% | $6.12B | 15.91% | 75.91% | 5.41 |
| UiPath, Inc. (PATH) | 1.69% | $5.78B | 15.92% | 83.00% | 4.66 |
| monday.com Ltd. (MNDY) | 1.48% | $3.84B | 26.75% | 89.20% | 5.14 |
| SentinelOne, Inc. (S) | 1.44% | $4.41B | 22.91% | 73.79% | 5.54 |
| nCino, Inc. (NCNO) | 1.31% | $1.79B | 9.63% | 58.27% | 5.60 |
| Amplitude, Inc. (AMPL) | 1.26% | $947.14M | 14.68% | 73.87% | 3.92 |
| GitLab, Inc. (GTLB) | 1.21% | $4.44B | 24.64% | 86.81% | 7.73 |
| Unity Software, Inc. (U) | 1.15% | $7.90B | 2.01% | 74.17% | 10.34 |
| Braze, Inc. (BRZE) | 1.05% | $1.93B | 25.51% | 67.18% | 4.02 |
| Asana, Inc. (ASAN) | 0.89% | $1.72B | 9.33% | 88.90% | 4.05 |
| PagerDuty, Inc. (PD) | 0.74% | $602.97M | 4.71% | 85.50% | 2.86 |
| Five9, Inc. (FIVN) | 0.67% | $1.51B | 10.28% | 54.21% | 1.63 |
Market data by FactSet
