Index Performance
+33.16%
LENNYCP
+3.59%
SPY
Overview
Description
Taken From Lenny
- TickerLENNYCP
- Inception Date08/18/2022
- WeightingEqual
- # of holdings26
What's inside?
Holdings
All holdings as of October 2, 2026
CSV download
| Palantir Technologies, Inc. (PLTR) | 28.97% | $453.58B | 92.83% | 84.66% | 47.21 |
| CrowdStrike Holdings, Inc. (CRWD) | 8.70% | $276.50B | 25.83% | 74.58% | 36.16 |
| Cloudflare, Inc. (NET) | 7.49% | $124.30B | 35.87% | 71.76% | 34.34 |
| JFrog Ltd. (FROG) | 6.18% | $11.78B | 28.73% | 77.56% | 17.10 |
| Twilio, Inc. (TWLO) | 6.17% | $45.24B | 22.03% | 48.07% | 5.63 |
| Datadog, Inc. (DDOG) | 4.25% | $99.54B | 35.64% | 78.56% | 23.42 |
| Fastly, Inc. (FSLY) | 3.98% | $4.11B | 23.27% | 60.69% | 4.30 |
| Okta, Inc. (OKTA) | 3.78% | $36.97B | 10.58% | 79.63% | 7.53 |
| Samsara, Inc. (IOT) | 3.62% | $24.08B | 29.88% | 77.21% | 11.50 |
| Snowflake, Inc. (SNOW) | 3.52% | $120.32B | 35.09% | 66.06% | 18.92 |
| Dynatrace, Inc. (DT) | 2.38% | $17.14B | 16.17% | 81.30% | 5.70 |
| Elastic NV (ESTC) | 1.99% | $9.86B | 15.13% | 74.50% | 3.34 |
| Zscaler, Inc. (ZS) | 1.89% | $32.06B | 25.42% | 76.38% | 6.74 |
| MongoDB, Inc. (MDB) | 1.84% | $28.84B | 30.50% | 73.83% | 9.10 |
| Unity Software, Inc. (U) | 1.76% | $19.19B | 23.93% | 80.27% | 6.29 |
| SentinelOne, Inc. (S) | 1.74% | $8.72B | 20.56% | 72.07% | 5.32 |
| Zoom Communications, Inc. (ZM) | 1.68% | $27.10B | 4.93% | 77.16% | 4.32 |
| Amplitude, Inc. (AMPL) | 1.65% | $1.81B | 21.16% | 68.20% | 2.29 |
| GitLab, Inc. (GTLB) | 1.48% | $8.29B | 21.31% | 84.06% | 4.37 |
| UiPath, Inc. (PATH) | 1.27% | $6.84B | 13.42% | 79.65% | 3.18 |
| PagerDuty, Inc. (PD) | 1.15% | $1.21B | 0.83% | 83.90% | 1.61 |
| Braze, Inc. (BRZE) | 1.00% | $2.89B | 26.16% | 66.83% | 2.95 |
| nCino, Inc. (NCNO) | 0.99% | $1.98B | 8.19% | 59.76% | 3.56 |
| monday.com Ltd. (MNDY) | 0.97% | $3.33B | 21.94% | 88.30% | 1.74 |
| Five9, Inc. (FIVN) | 0.84% | $2.57B | 10.30% | 52.56% | 1.64 |
| Asana, Inc. (ASAN) | 0.71% | $1.97B | 9.90% | 85.99% | 2.22 |
Market data by FactSet
